Lately, I have spent far too much time thinking about meaningless corporate work: intelligent people producing perfect presentations, precise numbers and carefully aligned decisions—without anybody asking whether the work is relevant at all. Then AI arrived. It might liberate us from meaningless work. Or it might help us produce more of it, faster and with unprecedented precision. The idea for…
This post argues that sustaining innovation — accelerators, innovation labs, venture clienting, e-fuels, hydrogen engines — is not dangerous because it fails, but because it works. Working results are the reason nobody has to ask whether the business model still holds. The argument runs through four cases: the record labels and DRM, thirty-five years of German automotive from the 1991…
Two companies. The same industry. The same decade. The same Japanese postwar miracle. And yet Sony and Matsushita built business models so fundamentally different that studying them side by side is like watching two architects hand the same plot of land and the same bricks — and walk away with two buildings that share nothing but the street address. I…
This post was inspired by Stef Cornelis, who visited SANY’s electric truck plant in China and shared his first-hand observations on LinkedIn. If you want sharp, on-the-ground insights into the future of electric mobility, follow him — it’s worth it. One truck every six minutes. That’s the production rhythm at SANY’s electric truck plant in China — the largest of its…
Executive summaryNovo Nordisk’s recent struggles in the obesity market are often explained as execution failures or temporary loss of momentum. This interpretation misses the core issue. The market for obesity drugs has shifted from a prescription-driven, payer-mediated system to a consumer-driven outcome market. In this environment, molecules commoditise, demand becomes patient-led, and value migrates from products to systems. Novo’s challenge…
How AI-driven Business Model Innovation reshapes the Revenue Model of software companies Artificial intelligence is fundamentally changing the business model of software companies. What once were capital-light, high-margin revenue models are increasingly turning into capital-intensive, infrastructure-driven businesses. Using Oracle as a case, this article analyses how AI-driven business model innovation reshapes the revenue model, alters the underlying economics of software…
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