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"What the dog saw"

What Gladwell perfectly described in his book is the “other” point of view that in the end astonishes the audience. “Hmmm, I should have thought of that” or a simple “this puts things into perspective”.

Apple’s strategy (2024 – ongoing)

Apple-iPad-Pro-Apple-Pencil-Pro-240507 Ipad Pro 2024 (Source: Apple) In a recent announcement, Apple unveiled its first AI-focused iPad and accompanying accessories + the ultra AI-capable M4 chip. As we’ve discussed in previous newsletters, Apple derives the majority of its revenue from iPhones, accounting for over 50% of its sales. The company has (...)

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Vision Pro

Appel’s Vision Pro supply chain shows one thing = niche product

Source: Macrumors.com Ming-Chi Kuo (analyst) about the Appel’s Vision Pro supply chain: 1/ U.S. market demand Initially, Vision Pro saw a significant demand spike with pre-orders selling out soon after the opening on January 19th. However, demand quickly plateaued, leading to an improved shipping time of 3-5 days by early (...)

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OpenAI

Open AI’s new market: text-to-video

Photo source: OpenAI Prompt: Prompt: Several giant wooly mammoths approach treading through a snowy meadow, their long wooly fur lightly blows in the wind as they walk, snow covered trees and dramatic snow capped mountains in the distance, mid-afternoon light with wispy clouds and sun high in the distance creates (...)

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Spotify

Spotify might be a bad investment stock

Source: Spotify Spotify might be a bad investment stock despite reaching 236 million premium subscribers. Here are the key takeaways: 1/ Record growth in users and subscribers. Despite a year marked by operational challenges, Spotify achieved record growth, with a significant increase in both Premium subscribers and monthly active users. (...)

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Satya Nadella

Satya Nadella marked his 10th year as Microsoft’s CEO

Source: Finshots   Satya Nadella marked his 10th year as Microsoft’s CEO His tenure as CEO of Microsoft, marking a decade of leadership, has been transformational for the company and the tech industry at large. His strategic vision and decisions have reshaped Microsoft into a more dynamic, forward-looking company. Here (...)

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Google Circles

Google introduces ‘Circle to Search’

⭕️ Circle (or highlight or scribble) to Search – by Google Hardware differentiation will never be Google’s strong point, but the software will. Here are some key ideas from their announcement: 1/ Circle to Search is a novel feature for Android phones allowing users to search anything on their device (...)

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Strategic business predictions for 2024

One year ago I had predicted 11 and now we can draw the line: 8 ✅, while 3 ❌. This year I come with 13 predictions. Take your time to read them one by one: 1. Make America make again The COVID-19 pandemic highlighted the vulnerabilities of global supply chains, especially the heavy relia ...