L'usine Fab 18 de TSMC dans le parc scientifique du sud de Taïwan, vue depuis la rue, avec ses tours de refroidissement sur le toit et des camions à l'entrée

Nvidia owes nothing to anyone, except the ground it is built on

Third episode of a ten-episode series on the weight of politics in the success of a product. The first two picked up the trace of the state, then put it to the test. What is left are today's champions, the ones that should owe nothing to anyone.
Le bâtiment de Solyndra à Fremont, en Californie, vu depuis l'autoroute, avec un panneau « for sale » posé sur la façade et l'enseigne de l'entreprise encore en place

When the state steps back, the risk lands on your balance sheet

Second episode of a ten-episode series on the weight of politics in the success of a product. The first showed the trace of a public decision behind six products. Whether that trace explains anything is another matter.
Des soldates américaines autour d'un comptoir, l'une tendant une bouteille à une autre, en bichromie bleu sombre

Can a product become a market leader without a government’s help?

First episode of a ten-episode series on the weight of politics in the success of a product. We start with the most distant scale, the one made of governments, because it is the one you see least and the one that decides earliest.

Why you will fail to make AI pay off against your competitors

95% of AI projects return nothing. The cause is not the technology, but a value chain that stayed a line instead of becoming a loop.

You are no longer paying for a product, you are paying for a factory

A subscription no longer buys a finished product but access to a factory that keeps improving it. What Rolls-Royce and Tesla teach about the new model.

Your org chart makes nothing

Org chart and workflow do not say the same thing: one says who reports to whom, the other how value moves. What the factory floor teaches us.

From AI Experiments to Impact Factories: The Real Revolution Hasn’t Happened Yet

Artificial intelligence is not an end in itself: it is an accelerator, a tool at the service of a system tasked with accomplishing a...