Creative destructions have accelerated in 2021 as corporations faced an unprecedented wave of exogenous factors that acted as uncontrollable headwinds and tailwinds. Industries facing secular stagnation saw their hardship amplified, and sectors in secular growth mode witnessed formidable acceleration. Amidst these exceptional dynamics, Management teams and Boards had to rethink their business-as-usual templates and undertake … Continue reading Three Paths to Strategy: 2021 View
A New Act in the Space Race
The closing months of 2020 brought unprecedented news and developments in the ever-expanding space race focusing on LEO (low Earth orbit) satellite constellations. The most prominent development was Starlink’s launch of its “Better Than Nothing Beta” service during the month of October while the deployment of additional satellites continues. Notwithstanding the company’s efforts to manage … Continue reading A New Act in the Space Race
Three Sides of Mars
“2030 Destination Mars” is the core theme of this scenario mapping exercise. The objective is to safely land a manned mission on the red planet and set up the foundation for a permanent presence. The outcome would usher the start of an era where mankind takes firm steps in becoming an interplanetary species. There are … Continue reading Three Sides of Mars
The Growing Case for V-Competitors
The recent announcement by Apple regarding the replacement of the Intel CPU with its own ‘Apple Silicon’ chips casts a fresh light on the rise of v-competitors, i.e. vertically integrated players with strong differentiation. Their rise has been most visible in technology centric businesses, and their relevance is now amplified by the search for more … Continue reading The Growing Case for V-Competitors
Deglobalizing Science and Technology (or not)
Amidst the deluge of COVID-19 predictions regarding the new normal in our societies and economies, deglobalization is earning a prominent share of digital ink. The ebb and flow of global trade, cross-border science and technology development, and borderless industrial models is not new. What is markedly new is the growing chorus of policy-influencing advocates across … Continue reading Deglobalizing Science and Technology (or not)
The Magnifying Glass
In the fog of the COVID-19 crisis, the positive impact of technology and innovation is being magnified. The prevailing global pandemic is challenging every facet of our way-of-life. Our communities are morphing into a distancimitocracy model and our public discourse is turning into a new form of ignoramitocracy. Amidst these exceptional circumstances, disruptive technologies are … Continue reading The Magnifying Glass
Viewpoints for the curious mind 