What I read this week...
Week 107
STRATEGY & MANAGEMENT
Message from CEO Andy Jassy: Some thoughts on Generative AI (Amazon)
Figma just filed for IPO, revealing its financials for the first time publicly (Sherwood)
“Ignoring some one-offs, Figma is a profit machine growing at nearly 50% year on year — no wonder Adobe wanted to drop $20 billion to snap up its disruptive rival…”
Introducing: The Managed-Service-as-Software (M-SaS) Startup (Dan Nguyen-Huu)
AI avatars are here in full force—and they’re serving some of the world’s biggest companies (Fortune)
Western Brands Struggling to Compete in China (Jing Daily)
“Chinese companies are reshaping entire industries in 2025, from Temu’s $9 billion U.S. e-commerce surge to BYD outselling Tesla in electric vehicles, forcing Western brands to fundamentally rethink their strategies to compete…”
INDIA
Strategic Musings
“The gift with the highest return: believing in someone before they believe in themselves.” — FS
Caught my eye…
