Shein files for IPO
I have followed closely with Shein in the last few years due to their unique go-to-market strategy. However, I’m surprised with their approach to IPOs having in mind China’s government actions to de-list and de-risk its main companies from the NYSE. LINK That being said, let’s see what makes Shein so unique: Ultra-fast supply chain. Shein’s […]
on Humane AI Pin
on Humane’s AI Pin Humane, a startup led by former Apple executives, just launched the AI Pin – a wearable device designed to revolutionize our interaction with technology [1] What’s fascinating? The AI Pin attaches to clothing and integrates sensors, projectors, and AI tech, promising a range of advanced features. Why I’m skeptical? While the […]
Amazon’s strategy: Infrastructure-as-a-service
“Third-quarter revenue gained 13% to $143.1 billion”, according to Bloomberg. Main takes: 1. The company has now 8 different fulfillment centers, compared to one in 2022. This is crazy. Why they have waited so long to do this? Countries like France, Poland, or Romania have at least 3 fulfillment centers given the area served, while […]
Dealing with extreme growth
Photo: Jerry Zhang / Unsplash.com I managed a strategic planning workshop for a company dealing with…extreme growth. It’s incredible to witness a company scaling at such a pace, but it also brings unique challenges. 1/ Strategic Planning: Setting a roadmap for sustainable growth while maintaining the company’s core values. 2/ Scalable Systems: Implementing systems that […]
The Magnificent 7: Navigating the extraordinary growth of titans
Introduction In the modern digital era, where innovation meets capital, a group of titans have risen, asserting their dominance not just in their respective industries but in the global marketplace. 2023 was no ordinary year for the S&P 500, but amidst its constellation of companies, seven stars shone brighter than the rest. Apple, Microsoft, Amazon, […]
Artificial Intelligence. Towards a frictionless world.
The Internet is the greatest friction remover that humans invented. In the vast tapestry of human history, few inventions have reshaped the way we live, work, and interact as profoundly as the internet. Born from a vision of interconnected computers in the late 20th century, the internet quickly grew from a niche technological experiment to […]
Microsoft will never be a product company
The most notable tech event last week was the departure of Panos Panay, Chief Product Officer at Microsoft leading the company’s Surface line, to…Amazon. Here are some ideas: 1/ Last week Microsoft held its annual event usually dedicated to hardware (i.e. Surface line), but it was mostly about AI. The two new Surface laptops were […]
Disney can be the Apple’s of experiences
Disney should focus on the following: They should sell the Linear networks (excl. ESPN) Look for distribution and content (ie. partnership) Focus on the experiences. In Q3 2023, Parks & Experiences brought 69% of the total profit (!) They can really be the Apple of experiences, but they need a strategy to do that.
Apple’s new era: incremental innovation
Source: Apple So, the most anticipated event of the year was…okaish. I mean, no surprises. Here is what drew my attention: 1/ Carbon neutral targets will be achieved completely by 2030; knowing Apple my estimation is that the target could have been easily by 2025. 2/ The pro models are going in an interesting direction: […]
Netflix uses a ‘ladder strategy’
Source: Gene J. Puskar/Associated Press Netflix’s strategy Anyone can have a strategy, but to deliver on it it’s totally another thing. Netflix has done both in the last ~ 26 years. Here was their strategy: 1/ Netflix began its journey by offering content that was easily accessible (DVDs) to differentiate itself from the established competitor, […]