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. The company now has 236 […]
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 are the five most important […]
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 using simple gestures like circling, […]
rabbit r1
At CES 2024 there was only one subject: AI on every device possible. What stood out from the crowd was the R1 innovative device trained on GUIs to make your life simpler. 1/ What I like: It’s simple, it has a screen, a wheel, a camera, speakers and a side button 2/ What I ponder […]
Xiaomi is officially in the EV business
The first time I saw their EV sedan called “SU7” I thought “Hey, look, a Porsche Taycan!”. There is no secret that Chinese companies are stealing design besides Intellectual property. (see picture below) Now, those who follow this newsletter know by now that the transition to EV means a once-in-a-decade shift: ICE competitive advantage: proprietary […]
Apple Vision Pro launching on February 2nd.
Apple Vision Pro is launching on February 2nd! ???? Some take on the product and Apple’s strategy: 1/ Patience pays off: Did you know that, on average, it takes 5 years for any Apple product to take off truly? The meticulous attention to detail and relentless pursuit of perfection are about to pay off with […]
Netflix has a new streaming strategy
Source: Netflix Top Gun 2 Maverick, a Paramount production, will now stream on Netflix. Here is a windowing strategy detailed and updated: 2010 Strategy: Release the movie first in cinemas (theaters). After a year, make it available on DVD. 2020 Strategy: Debut the film in cinemas, followed by its release on the studio’s streaming service […]
Why Adobe tried to buy Figma
Photo: Figma.com The Wall Street Journal: “Adobe has called off its planned $20 billion acquisition of the collaboration-software company Figma, weeks after a U.K. regulator warned that the deal would likely harm innovation. Adobe and Figma said Monday morning that they have mutually agreed to terminate the cash-and-stock transaction because they couldn’t see a clear […]
Spotify’s new strategy: cutting costs
The company has announced a reduction of its workforce by 17%, essentially reversing its hiring from the past year. This decision comes as Spotify, despite being a prominent aggregator in the music industry, has consistently reported financial losses in recent quarters. A key challenge for Spotify is its inability to commoditize its suppliers, largely […]
Huawei and Xiaomi are looking to build EV cars
Source: Luxeed S7, the first intelligent pure electric vehicle, at Huawei’s flagship store in Shanghai, China (Photo by Costfoto/NurPhoto via Getty Images) The only key two takeaways from this headline are: 1. EVs are much simpler to make: they have 5-10x moving parts and entertainment plays a key role. Huawei and Xiaomi, two of the […]