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 (...)
Read moreSource: 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 (...)
Read moreSource: 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 (...)
Read moreIt has been a crazy week for both Meta and Twitter. My impression is that this ‘fight’ started back 10 years ago: “Twitter is such (...)
Read moreSource: 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 (...)
Read moreSource: Microsoft (snapshot) Microsoft mentioned Artificial Intelligence (AI) up to 50 times during its results presentation in April. Microsoft Build 2023 event had 5 (...)
Read moreI gave today a presentation to a group of students from Sapienza University, who visited our university for the Foresight project. Given the strategy context (...)
Read moreSource: Koyfin It is crazy to even think that at some point in time, Zoom had a higher market capitalization than Exxon. The only (...)
Read moreSource: 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, (...)
Read moreWho 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 (...)
Read moreMicrosoft showed a 36 minutes video on their new toys: AI to all productivity tools. Writing is one of the most powerful skills one can (...)
Read morePhoto: Leah Grace Capitan / Seeking Alpha Congrats to $LVMH for reaching a EUR +500 bn valuation. Here are my thoughts on their business model: (...)
Read moreIn 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 (...)
Read moreTwitter’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 (...)
Read moreIn 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 (...)
Read moreSource: Solen Feyissa / Unsplash Last week, TikTok’s CEO, had a hearing in the US House of Representatives and it not went well. My ideas (...)
Read moreWho 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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