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Apple's new era: incremental innovation

Netflix

Netflix uses a ‘ladder strategy’

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 (...)

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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 (...)

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Pursuit of the dream machine

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 (...)

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The 5 stages of social media

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 (...)

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Can Netflix be free?

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, (...)

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TEMU

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 (...)

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Microsoft AI Copilot

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 (...)

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LVMH's portfolio

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: (...)

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GDP of the USA, China and EU

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 (...)

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Twitter's algorithm

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 (...)

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Automation of white collars

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 (...)

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TikTok's ban

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 (...)

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Who killed the metaverse?

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 (...)

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