What does the transition to electric cars actually mean for the automotive industry?
“How did you go bankrupt?” In two ways. Gradually, then suddenly.” – E. Hemingway If it were an average industry, we might overlook the current changes, but according to the International Organization of Automobile Manufacturers, the auto industry, directly and indirectly, generated 50 million jobs, bringing in a value of more than two trillion […]
Threads and ‘The cold problem’
It has been a crazy week for both Meta and Twitter. My impression is that this ‘fight’ started back 10 years ago: “Twitter is such as mess — it’s as if they drove a clown car to a gold mine and fell in.” – Mark Zuckerberg, 2013 …fast forward on 6th of July 2023: So, […]
on Vision PRO
Source: Scott Galloway Apple vs. its critics Will Apple’s Vision Pro be a flop? Two weeks after the launch, Apple’s critics started to raise their voices: “Vision Pro will be a flop”. Their reasons seem valid when you hear them: 1/ All the showcases were with persons alone or sitting 2/ Tim Cook never tried […]
Pursuit of the Dream machine
Source: Microsoft (snapshot) Microsoft mentioned Artificial Intelligence (AI) up to 50 times during its results presentation in April. Microsoft Build 2023 event had 5 announcements and all were related to AI initiatives. 1/ Their biggest announcement was that Windows 11 is getting an AI Copilot. Finally, it’s worth buying a PC laptop instead of […]
The 5 stages of Social Media
I gave today a presentation to a group of students from Sapienza University, who visited our university for the Foresight project. Given the strategy context of Italian companies, the mention of Social Media was inevitable, so I had to rely on the ideas of Sam Lessin, a former Facebook executive, on describing the stages/waves of […]
Where is no head, there is no strategy (Case study: Zoom)
Source: Koyfin It is crazy to even think that at some point in time, Zoom had a higher market capitalization than Exxon. The only positive thing about this product is that it is extremely easy to use. Otherwise, from the strategy point of view will remain a niche product at best: 1/ Free products, […]
Can Netflix be free?
Source: Netflix The company now makes more revenue per user from the ad-tier ($6.99/month) plan than the Standard plan ($15.49/month). (soon will come to Europe, probably to Spain) There are several takeaways: 1/ Netflix changed the name of the plan from “Basics with ads” (1 device, no full HD) to “Standard with ads.” In this […]
Who killed the metaverse?
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 is going to a $100 bn market valuation and TikTok will reach the “$1 trillion club” […]
Microsoft AI Copilot
Microsoft showed a 36 minutes video on their new toys: AI to all productivity tools. Writing is one of the most powerful skills one can have. Now, even if you don’t have it you still have great help: Microsoft AI Copilot and other similar tools. What it means for businesses: 1. Increased productivity by a […]
LVMH’s valuation
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 any business environment: Fashion/Leather Goods, […]