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Photo: Leah Grace Capitan / Seeking Alpha Congrats to $LVMH for reaching a EUR +500 bn valuation. Here are my thoughts on their business model: 1/ Rarity will continue to outperform abundance. That is the power of artisanship. 2/ The group has a balanced ‘egg basket’, that can perform in (...)

In my last #onStrategy newsletter, I also tackle the EU’s global role. Macron was in China last week and returned with some kinky ideas: “EU should aim to be a third power, after the USA and China”. (Politico and Les Echos) Now, I have some comments on this: 1/ Probably, it (...)

Twitter’s algorithm is now publicly available. It is also a reminder that online communities work with the 90-9-1 ratio: * 90% of users are lurkers (i.e. they just read or watch without contributing). * 9% of users sometimes contribute but occasionally * 1% of users are the most active and (...)

  In today’s newsletter, I focused again on AI and its impact: https://lnkd.in/dZBByuri Three main takeaways: 1/ The main category affected by AI is the one represented by white-collar workers. (ie. office jobs) 2/ What is different this time is that this category has the means to be louder (ie. through (...)

Source: Solen Feyissa / Unsplash Last week, TikTok’s CEO, had a hearing in the US House of Representatives and it not went well. My ideas on this topic: 1/ Tiktok (Bytedance) has the merit of moving most of the Social Media attention from text and images to video. Also, moving (...)

Who killed the metaverse? I’d say that it didn’t have the chance to take off. Instead, LLMs (Chat GPT & co) and top Chinese apps are the new winners. Temu was the most downloaded app in the USA, Shein will have a $100 bn market valuation and TikTok will reach (...)