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(#51) IPOs in 2024; Threads is coming to the EU; Asset tokenisation on the rise; and magicians are less prone to mental illness
Anduril is the defense tech start-up that has developed products for a new type of war: based on drones, reusable rockets, and AI
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(#50) EVs have reached the 'chasm'; Huawei and Xiaomi are paving the way for an Apple EV; Shein goes public
Transsion, a Chinese company, sells most of the smartphones in Africa
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(#49) Open AI's ongoing corporate thriller; Microsoft wins the AI B2B; Uber tries new things, and trends for market platforms
SpaceX weighs spinning off Starlink via IPO as soon as 2024
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Newsletter #4 - Predictions for 2023
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(#46) Apple's not so 'scary' event; Amazon's strategy, and X turns one
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(#39) on Apple: innovation, environment and de-risking; Nike is all in on D2C and map of Greece
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(#43) The magnificent 7: Apple, Microsoft, Nvidia, Amazon, Alphabet, Meta and Tesla - part I
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(#47) Apple's secret behind its fantastic profit margins; Figma's strategy; OpenAI plays in Champions League, and Ferrari hybrid sales…
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(#48) Europe's two competitive advantages; Apple's long game strategy; Amazon Prime strategy; Humane AI pin
In this noise you must understand the the global news became local news.
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(#47) Apple's secret behind its fantastic profit margins; Figma's strategy; OpenAI plays in Champions League, and Ferrari hybrid sales…
Netflix has 15 million subscribers with their ad-tier plan after one year.
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(#46) Apple's not so 'scary' event; Amazon's strategy, and X turns one
McDonald's main competitor may be a pill...like Ozempic 😉
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(#45) The magnificent 7: Apple, Microsoft, Nvidia, Amazon, Alphabet, Meta and Tesla - part III
AI will be humanlike but not human, will disrupt work faster than we thought and will require less data to become as smart as humans.
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(#44) The magnificent 7: Apple, Microsoft, Nvidia, Amazon, Alphabet, Meta and Tesla - part II
Adobe leveraging AI on all their products making indispensable for any heavy used, hence de-commoditizing itself
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(#43) The magnificent 7: Apple, Microsoft, Nvidia, Amazon, Alphabet, Meta and Tesla - part I
87% of teens surveyed own an ‌iPhone‌, while 88 percent expect the ‌iPhone‌ to be their next phone
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(#42) More AI means less frictions; Birkenstock's IPO; Why Peloton failed and how to be 18 yrs old again
On the EV front the "Chinese era has begun"
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