Archive:

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 (...)

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 (...)

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 (...)

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 (...)

  Source: Microsoft (snapshot) Microsoft mentioned Artificial Intelligence (AI) up to 50 times during its results presentation in April. Microsoft Build 2023 event had 5 (...)

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 (...)

  Source: Koyfin It is crazy to even think that at some point in time, Zoom had a higher market capitalization than Exxon. The only (...)

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, (...)

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 (...)

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 (...)

Photo: Leah Grace Capitan / Seeking Alpha Congrats to $LVMH for reaching a EUR +500 bn valuation. Here are my thoughts on their business model: (...)

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 (...)

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 (...)

  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 (...)

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 (...)

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 (...)