Catégorie : Strategy

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Robert Bittencourt, a Partner and Head of Apollo Thematic Investing, discusses the shift in investment focus towards factories, fiber, and railroads, which have become prominent assets in today’s market. This trend highlights the growing interest in infrastructure and industrial sectors as key areas for investors seeking stable and long-term growth opportunities.

WPP executives have announced plans to retool their business model, prompting discussions about the viability of the traditional holding company model in the advertising industry. This move reflects broader industry trends where companies are reassessing their strategies to adapt to changing market dynamics, suggesting a possible shift away from the established holding company framework.

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In the March 26 article « Bicycles for the Mind » by Rex Woodbury, the concept of amplifying human intellect using technology is explored, drawing on Steve Jobs’ metaphor of the personal computer as a « bicycle for the mind »—a tool that enhances cognitive capabilities. Introducing « Sentience, » a digital clone technology from Daybreak, the article discusses how it…

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On March 23, 2026, Martin Peers from « The Information » reported that Google has discreetly launched a new feature in its Gemini app on select Pixel and Samsung phones, allowing users to automate tasks like ordering an Uber or a meal via DoorDash. This task automation functionality, which shows Google’s quiet approach compared to OpenAI’s more…

In 2025, OpenAI’s decision to delay its « Checkout » feature for ChatGPT, which would have allowed users to book travel directly through the platform, temporarily relieved online travel agencies (OTAs) and led to a positive stock reaction for major OTAs on March 4th. Meanwhile, the travel and mobility tech sector sees venture capital activity at a…