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(#148) ChatGPT Atlas and the battle for the 'New Interface Layer'; on the 🇪🇺 EU vs. 🇺🇸USA economy
🇩🇪 Germany lost the export war and the Platform Shift
Oct 23
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(#147) 💿 Broadcom joins the AI roller coaster; 🐣 Crocs' moat
🎶 Vinyls are back
Oct 16
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2
1
(#146) How 🍏 Apple got disrupted by a toy in 5 steps
OpenAI is the new Microsoft
Oct 9
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(#96) 🇩🇪 German auto tragedy in China; Tesla has a software challenge
Oct 17, 2024
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3
(#54) Strategic business predictions for 2024
Dec 28, 2023
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(#95) Uber has a new target; Google’s dominance in search is ending
Oct 10, 2024
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2
(#98) A plan to make Germany's car industry great again; The Netflix moat
Oct 31, 2024
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(#108) Strategic business predictions for 2025
Jan 9
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(#128) 🤕 You may have a bad year, but nothing compares to Tim Cook’s one
May 29
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(#146) New social apps: OpenAI vs. Meta Vibes; AI and Accenture
🚖 on Uber and ride-sharing
Oct 2
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(#145) 💿 Nvidia is 'all in'; 🚙 Who’s doing the strategy at BMW?
A parallel between 🍎 Apple and 🔴 Huawei
Sep 25
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2
(#144) 👩💻🧑🏻💻 Oracle cashes in; Elon is back…at Tesla 🚗
Why is China rejecting the best AI chips in the world?
Sep 18
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(#143) Is Apple transforming in an utility company? 🤔
All in: $1 trillion compensation package from Tesla to Elon
Sep 11
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(#142) Tesla’s Master Plan Part IV; China’s AI strategy
Beware of AI giving you medical advice
Sep 4
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(#141) My personal Top 10 from Clayton Christensen; more on Perplexity
OpenAI needs Google…for now
Aug 27
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(#140) Are we in an AI bubble 🧐? Is DataBricks worth $100 bn 💵?
🚗 Ridesharing wars; no winners…yet
Aug 21
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