Better understand how value chains and business models can influence the success or failure of a strategy.

This week, I bring you 2 articles, 1 podcast and 1 video that take a deep dive into value creation.

The semiconductor value chain in the age of AI

Read this excellent article detailing the value chain and key players. An essential read to better appreciate the complexity of this ecosystem.

https://simplywall.st/article/finding-value-in-the-semiconductor-supply-chain

NIKE's loss of dominance

This article describes the evolution of NIKE's strategy and its impact on its core competencies and capacity for innovation. The author questions the various strategic choices, one by one.

https://www.linkedin.com/pulse/nike-epic-saga-value-destruction-massimo-giunco-llplf

The failure of the Dyson electric car

In episode 40 of the podcast (in French), we look at the story of Dyson's electric car and its resounding failure to get to market. A rich learning experience for any innovator.

The problem with Spotify's business model

Spotify is still not profitable and competes in an arena where there is little/no differentiation. The main competitors combine offers and service packages to create value and retain subscribers. What are Spotify's options?

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(Source: https://hbr.org/2019/09/how-to-demonstrate-your-strategic-thinking-skills)

Thank you for being with us,

Eric L’Heureux