Sitemap - 2025 - onStrategy
(#155) 📺 Aggregation wins again: How Netflix outbid Hollywood
(#154) 📱on Motorala's reinvention; 🛍️ TikTok’s new luxury loop
(#153) 🔵 Meta, 🔴 Google, and the fragmentation of the AI compute stack
(#152) 🛍️ TikTok Shop and the rise of content-native commerce
(#151) 🤝 Elon extremely hard work begins now; 🇪🇺 Europe's future is artisanship and advance tech
(#150) 🚀 Introducing WhereIsMyMoat.com
(#149) Microsoft 🤝 OpenAI: until AGI will do us apart; Plot twist with Polaroid
(#148) ChatGPT Atlas and the battle for the 'New Interface Layer'; on the 🇪🇺 EU vs. 🇺🇸USA economy
(#147) 💿 Broadcom joins the AI roller coaster; 🐣 Crocs' moat
(#146) How 🍏 Apple got disrupted by a toy in 5 steps
(#146) New social apps: OpenAI vs. Meta Vibes; AI and Accenture
(#145) 💿 Nvidia is 'all in'; 🚙 Who’s doing the strategy at BMW?
(#144) 👩💻🧑🏻💻 Oracle cashes in; Elon is back…at Tesla 🚗
(#143) Is Apple transforming in an utility company? 🤔
(#142) Tesla’s Master Plan Part IV; China’s AI strategy
(#141) My personal Top 10 from Clayton Christensen; more on Perplexity
(#140) Are we in an AI bubble 🧐? Is DataBricks worth $100 bn 💵?
(#139) Six Chinese automakers just ate the global EV market
(#138)The Internet (S&P 7) vs. S&P 493; on Manufacturing 🏭
(#137) 💉 How Novo Nordisk lost its lead in the weight loss race; 🇨🇳 on China's 2nd economic shock
(#136) [Essay] How to do a turnaround for a company with USD 1–10 million revenue
(#135) How to do a turnaround for a company with < 1M USD in revenue
(#134) Why do we have a shortage of 🍵 matcha and how did it become cool
(#133) 👟 Nike turnorund; 🔴 China eats cars
(#132) 🏙️ New York City embraces socialism; 🍎 on Apple's AI strategy
(#131) 💬Ads are coming to WhatsApp; META vs. Microsoft
(#130) 📈 S&P 500 remains the best option for most of us; ⚱️ The gold is back
(#129) Nobody knows what Palantir is or...is not
(#128) 🤕 You may have a bad year, but nothing compares to Tim Cook’s one
(#127) 🤖 OpenAI & ex-Apple = LOVE; on Google I/O 2025
(#126) 🏡 AirBnB makes a strategic mistake; 🚗🚙 Tesla vs. Waymo
(#125) 🛍️ Amazon's boss on agility and AI; 🚕 on Uber reporting
(#124) 🇺🇸 The US 'technical' recession is here; 🥤 Starbucks has a plan
(#123) 🍎 Apple and the decisions it must take
(#122) 💻 Is OpenAI building a social network?
(#121) Tarrifs: A new American order; Less 🇺🇸 Tesla, more 🇷🇴 Sandero
(#120) 🏆 Who are the 4 AI monopolies; 📱Case study: tariffs on the iPhone
(#119) 🧑🎨 Chat GPT “Ghibli Studio” mania; 🚙 Is Waymo a good investment?
(#118) 🚗 BYD innovation roadmap; Adobe's integrates with Microsoft
(#117) 🍎 Boring Apple; 🚙 Tesla suffers. A lot.
(#116) The fall of Tesla and the rise of Elon Musk - the villain
(#115) 💳 Stripe’s 2025 Letter explained; ☕️ on Starbucks’ layoffs
(#114) 🚗 BYD’s strategy is bad news for automakers; 🍏 Apple’s main reason to launch iPhone 16e
(#113) Costco isn’t just a retailer; Has BYD outsold Tesla in the EU?
(#112) 🛒 Amazon’s ongoing struggles with physical retail; 🍏Apple's disappointing earnings
(#111) 10 Key Insights from DeepSeek; The bull case for META
(#110) The Stargate Project ($500 bn); Netflix bull case
(#109) Why Honda is merging with Nissan; Sonos redesign app went wrong