EU will be the 4th global power
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 will be the fourth economy: […]
Twitter’s algorithm
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 make the most contributions; they […]
A story of automation in two chapters
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 Social media, classic media and […]
TikToks path to banning
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 our attention from our network […]
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 will have a $100 bn market valuation and TikTok will reach the “$1 trillion club” …if […]
Microsoft is all in on AI
Source: Microsoft 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 […]
Samsung faking photos
Source: A Samsung smartphone identified a blurry photo of the Moon and added detail to create the above image. Image: u/ibreakphotos I wanted to write about Chat GPT 4, but I quit. The newsfeed is full of this story. So instead I picked some interesting news: Samsung is faking the moon photos (remember the “Space […]
META’s “year of efficiency”
Source: https://1000logos.net/ “At this point, I think we should prepare ourselves for the possibility that this new economic reality will continue for many years. Higher interest rates lead to the economy running leaner, more geopolitical instability leads to more volatility, and increased regulation leads to slower growth and increased costs of innovation. Given this outlook, […]
The TikTok-ization of everything: now Spotify
Source: Spotify I was discussing last week with the students about the TikTok-tification of apps: Instagram, Amazon, Netflix, Shein, Reddit, Youtube, and many others. Of course, Spotify could not miss this trend and announced yesterday their new design app Main takeaways from the event: 1/ The user interface moved from being static to …alive and […]
Netflix’s business model
Source: Netflix With the year-end reporting season, I took a look at Netflix’s financials. (btw, they are the only large streaming movie platform that’s profitable) So, I have reached the following conclusions: 1/ They are trying to be like a music label…by building their own catalog (+$100 bn spent in the last 10 years) 2/ […]