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(#90) The case for vertical integration
VW is considering closing a plant in Germany, for the 1st time in 87 years
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(#89) 🇩🇪 on Germany: economics, energy and industry
Lidl is in the cloud computing business
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(#88) Turnarounds and innovation: Apple, Starbucks, Walmart.
Poland has a new big bet: a new airport.
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(#54) Strategic business predictions for 2024
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(#74) Apple's AI strategy; Google O/I 2024; Starbucks drinks need less steps to make; Open AI has a new model
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(#72) Rabbit's R1 AI potential; BYD's vertical integration; on new platform shifts; TikTok valuation
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(#73) Apple's strategy for 2024; Tesla's decisions are somehow bad; Ericsson chief says overregulation ‘driving Europe to irrelevance’
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(#61) The worst users come from referral programs, free trials, coupons, and gamification; OpenAI's next market; META's envy
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(#63) Apple stops its car project; NVIDIA fantastic year; Reddit files for IPO, on Roblox, and Japan is back!
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(#87) AirBnB is starting to have headaches; Breaking Google’s monopoly; Apple plans to monetize AI
Harvard Business Review: Inside the First Year as a CEO
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(#86) META's AI roadmap; Spotify's road to becoming a profitable aggregator; on Japan
Tyler Cowen (from Bloomberg) on creating a Federal Bitcoin Reserve
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(#85) on Nike's challenges - part II; Search GPT from OpenAI; Revolut is officially "the Navy"
CVS believes AI is capable of addressing your prescription inquiries
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(#84) Nike's turnaround problems; India’s tech strategy; Europe’s crappy internet
Brunello Cucinelli’s 10 core ideas on doing business
(#83) The Automation Roadmap for "White-collar" and "Blue-collar" jobs
How many AI agents do you have?
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(#82) Amazon goes after Temu and Shein; The AI’s $600B Question; The Deep Structure of Economic Growth
Sequoia Capital: The AI’s $600B Question
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(#81) Is Europe transforming into an ‘open-air’ museum?; Revolut is now the Navy, not anymore the Pyrates
Learnings from the Magnificent 7
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