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(#154) 📱on Motorala's reinvention; 🛍️ TikTok’s new luxury loop
Robotaxis are (mainly) a non-EU game (🇨🇳 vs 🇺🇸 vs 🇪🇺)
Dec 4
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(#153) 🔵 Meta, 🔴 Google, and the fragmentation of the AI compute stack
🍿 From ‘Disruptor’ to ‘Distributor’: Netflix’s Hollywood ending
Nov 27
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(#152) 🛍️ TikTok Shop and the rise of content-native commerce
Harvard Business Review: “Stop running so many AI pilots”
Nov 20
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(#96) 🇩🇪 German auto tragedy in China; Tesla has a software challenge
Oct 17, 2024
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(#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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(#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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(#151) 🤝 Elon extremely hard work begins now; 🇪🇺 Europe's future is artisanship and advance tech
The Chinese EVs tsunami is here
Nov 13
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(#150) 🚀 Introducing WhereIsMyMoat.com
New website: https://whereismymoat.com/
Nov 6
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(#149) Microsoft 🤝 OpenAI: until AGI will do us apart; Plot twist with Polaroid
The AI boom must continue 🎢
Oct 30
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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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(#146) How 🍏 Apple got disrupted by a toy in 5 steps
OpenAI is the new Microsoft
Oct 9
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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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