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Newsletter #4 - Predictions for 2023
Here are 11 business predictions that will shape the world this year.
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Sorin Anagnoste
Microsoft goes 'All in' on AI; How Hyundai got so cool?; China started decoupling 6-8 years ago
TikTok will never be safe, Aviation is having its momentum and 6% of your customers can bring -100m EUR in losses.
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Sorin Anagnoste
(#23) Google (re)joined the AI-league; Tesla is changing a 100 years old manufacturing system; Apple is joining a category that is extremely…
China's economy may never overpass the US economy, EVs are hard for Europeans and Shein does non-Shein stuff
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Sorin Anagnoste
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Apple, applied Chat GPT, Tesla pricing and McDonald's strategy (#6)
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Newsletter #5: on BMW, Apple and start-ups
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(#17) Bloomberg GPT; Crossing the chasm; Dacia's future
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(#13) Tesla has a new Master Plan; Nike's principals; AI in everything; All products made by Chinese companies can spy
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(#15) The era of AI has begun; Google's calendar is dictated by Microsoft's calendar; Cost-cutting as a strategy
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(#22) Apple is a hardware company; Amazon quarterly results explained and the moats in AI are on very short term
Is AI becoming the new McKinsey? Who will be the first company to offer a functionally personal AI copilot?
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Sorin Anagnoste
(#21) From FAANG to MAAMAA; Zoom's wrong strategy and Carl Icahn might run a ponzi scheme
The "year of efficiency" continues not only at META, but also at companies ranging from AT&T to Ford.
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Sorin Anagnoste
(#20) Netflix has a new honey pot; IKEA does what it knows best and TEMU's playbook is a déjà vu
LMVH and ASML might me the only two gold unicorns that Europe might have.
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Sorin Anagnoste
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(#19) EU's role in the business world; The premiumization of brands; Building a Silicon Valley in China...not
Zara's owner thinks she is doing the 'right' thing, Social Media is a "zero-sum" game and the SEC is continue the crypto investigations
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Sorin Anagnoste
Lemon8 enters the Social Media's war; Google is clueless; Twitter's "everything app"
The 4 biggest French companies are all fashion brands and that says it all for the French economy. Meanwhile, the news and reports are dominated by the…
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Sorin Anagnoste
(#17) Bloomberg GPT; Crossing the chasm; Dacia's future
All news seems to be AI news. It should be so Chat GPT & co will affect all industries: 300 million white-collar jobs
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Sorin Anagnoste
(#16) AI for breakfast, lunch and dinner; Chinese free apps dominate the USA; Twitter valuation
Chat GPT might have the same effect at the Gutenberg press. Only last week we had at least 10 company announcements on AI.
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Sorin Anagnoste
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