AI – a Maximalist Vision

The rapid evolution of o3-class AI models is nothing short of extraordinary. In just two months, we’ve gone from AI systems operating at a college level to those demonstrating PhD-level proficiency. The road the Artificial General Intelligence (AGI) has never been clearer and so close than now. Maybe we don’t understand yet the impact of […]
Read. Write. Get feedback. Think. Repeat.

One of the most underrated loops in personal growth is deceptively simple: read, write, get feedback, think, and repeat. It’s not a checklist; it’s a cycle. Each part feeds the next, compounding knowledge and sharpening your understanding of the world. This process isn’t linear – it’s recursive. And its power lies in repetition. The first […]
Manifesto: A hand to the “Little guys” is a hand to the future

In every industry, the “Little guys” represent the backbone of innovation, resilience, and economic growth. While giants and established players often command the spotlight and sway in policy and markets, the “Little guys” – small businesses, startups, local creators, and emerging entrepreneurs – are essential to a dynamic, healthy economy. These independent entities operate not […]
Europe’s Dual Economic Future: Craftsmanship and Advanced Technology

It is no secret that Europe’s economy is suffering… …or that it has lost its competitiveness: In this context, we see some painful realities: China becomes the exporter no. 1 cars , solar panels, batteries, drones, IT&C services, thus producing a number of global players: BYD, SAIC, Xiaomi, Shein, TikTok (Bytedance), Temu, etc. European companies […]
Yes, Netflix can be free while also being the new cable bundle

Source: Unsplash Yes, Netflix can be free while also being the new cable bundle I have written extensively about Netflix and its possible free (ad) tier. Fast forward to today, the company has close to 40 million subscribers on its ad tier. It’s worth a short recap of what happened: 1/ Netflix’s announcement that its ad-supported tier has reached 40 million […]
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 a consistent strategy of charging […]
What does the transition to electric cars actually mean for the automotive industry? ( Part II)

By 2030, electric vehicles (EVs) are projected to account for over 60% of global vehicle sales, necessitating a significant increase in the installation of charging stations within buildings and basically everywhere, as reported by the International Energy Agency. The trend is already here, as can be seen in Figure 1 below: Figure 1: Electric car […]
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 reliance on […]
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 March, indicating a slowdown. 2/ […]
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 a warm glow, the low […]