AI. Brilliant but flawed - just like humans
I was recently reminded of the Lassonde Curve which illustrates the value shift during the lifecycle of a mineral discovery. Coincidentally, whilst working on a consulting project in biotech currently, I was made aware of a similar curve in biotech which describes the phenomenon of escaping the valley of death.
35 Innovators Under 35 - MIT Technology Review
Every year, MIT Technology Review “takes a look at not just where technology is now, but where it’s going and who’s taking it there”. Their Change Issue gives us a glimpse into the future with their ’35 Innovators under 35’ feature.
Tesla deep dive - advantage Tesla (part 1)
Tesla often evokes strong reactions: positive and negative. Its challenger status, battling the entrenched motor vehicle industry to drive the transition to electric vehicles (EV’s), is a strong positive. Its heady valuation draws a lot of negative press.
Fintech: a classic Christensen disruption
Is disruption the most abused term in modern business parlance? Perhaps the best line on disruption belongs to Peter Thiel, a billionaire tech entrepreneur:“Disruption has transmogrified itself into a self-congratulatory buzzword for anything new and trendy”.
Shifting political trendlines... an 'epochal shift' or mere turbulence?
We may be witnessing an epochal shift in the socio-political context of advanced Western economies. Brexit surprised; Trump shocked. But are these simply expressions of a broader shift in society, government and geopolitics?
It's official: the new economy won
Did you miss it? In the run-up to year-end, the five largest public companies in the US by market cap were the masters of the ‘digital economy ‘. Can you guess their names?
Strategy lessons from the greatest CEO in tech history… and it's not Jobs
The recent death of Andy Grove passed unremarked in the Australian press. Grove has been called the greatest CEO in tech history: he mentored a young Steve Jobs. A former Intel CEO, Grove was responsible for the transformation of Intel from a ‘memory company’ to a ‘microprocessor company’.
Can you see the 'Disruptive Edge' from where you sit?
‘Step away from the edge’ might be good advice for the young, but it could be fatal advice for businesses. Economics has long held that 'things are driven by what happens at the margin, not at the core'. This is a central principle in Clayton Christensen’s theory of disruptive innovation.
Understanding the disruption engine: what can I do?
In Zero to One, Peter Thiel decried Silicon Valley’s obsession with disruption, declaring “disruption has transmogrified itself into a self-congratulatory buzzword for anything new and trendy”. He’s not alone.
Free is not a business model
“Free is not a business model” declared the CEO of Box, a cloud based enterprise storage and collaboration company, feeling the price pressure of the competitive battle between Amazon and Google in the storage space. While his lament is self-evidently true, it does open the broader question: what is a business model?
Are you ready for the next big shift?
Imagine China’s growth rate fell to 3.9% per annum within the next 12 months. I suspect you can’t. Ridiculous, right? Well, actually, no, but more on that later.