Business Strategy

🚨𝘽𝙍𝙀𝘼𝙆𝙄𝙉𝙂: European Commission President Ursula von der Leyen unveiled EU–INC, a new framework that lets you launch a company in 48 hours for under €100: Starting a company across the EU today = 27 legal systems, 60+ company structures 🤯 That might be about to change… The European Commission just introduced 𝗘𝗨 𝗜𝗻𝗰., a new optional corporate framework designed to make Europe actually function like one market. Here’s what stands out: → Set up a company in 48 hours → Cost: < €100 → Fully online, no minimum capital → One single framework across all EU countries → Easier share transfers & fundraising → EU-wide employee stock options (huge for talent) Especially the EU-wide stock option plans, taxed only when employees actually sell (instead of when granted) is huge. This makes it far easier for startups to attract and retain top talent, finally putting Europe closer to the US playbook. Source/More info: https://lnkd.in/dF8HpGsa In short: This is Europe trying to compete with the simplicity of a Delaware C-Corp 🇺🇸 And honestly… it’s long overdue. For years, European founders had 2 choices: 1. Stay local and deal with fragmentation 2. Move to the US to scale 𝗘𝗨 𝗜𝗻𝗰. is trying to remove that trade-off. If executed well, this could be one of the most important structural changes for European startups in decades. What do you think?

The latest reporting from the Financial Times highlights a point that energy analysts have been making for years: geopolitical shocks consistently strengthen the case for renewables, electrification and storage. Microsoft’s global vice-president for energy notes that oil and gas price spikes linked to the Middle East conflict reinforce the value of wind, solar and batteries in providing price stability. Once installed, renewables offer predictable cost profiles and reduce exposure to volatile global fuel markets. We saw this dynamic after Russia’s invasion of Ukraine. Europe accelerated solar deployment, heat pump uptake increased in several countries, and governments revisited questions of energy security through the lens of diversification and electrification. The underlying issue remains unchanged. Fossil fuels must continuously flow through complex global supply chains. When those flows are disrupted, prices spike and economies are exposed. Renewables, by contrast, are capital intensive upfront but deliver long term domestic supply and insulation from commodity shocks. There are short term risks. Inflation, higher interest rates and supply chain constraints can slow clean energy investment. Some governments may also respond by doubling down on gas infrastructure. The policy challenge is to avoid locking in further structural vulnerability. Energy security and climate policy are not competing objectives. In a world of recurrent geopolitical instability, they are increasingly aligned.

This is the most underrated way to use Claude: (and it has nothing to do with writing or coding) It's competitive intelligence. Using data that's free, public, and updated every single week. Here's my extract step by step guide: Step 1. Go to claude .ai. Step 2. Select the new Claude "Opus 4.6." Step 3. Turn on "Extended Thinking." Step 4. Pick a competitor. Go to their careers page. Step 5. Copy every open job listing into one doc. (Title. Team name. Location. Full description) Step 6. Save it as one .txt or .docx file. Step 7. Search the company at EDGAR (sec .gov) Step 8. Download its recent 10-K or 10-Q filing. (Official strategy, risks, and financials - all public.) Step 9. Upload both files to Claude Opus 4.6. Step 10. Paste this exact prompt: "You are a competitive intelligence analyst at a rival company. I've uploaded [Company]'s complete current job listings and their most recent SEC filing. Perform a strategic intelligence analysis: → Cluster these roles by what they suggest is being built. Don't use the team names they've listed. Infer the actual product initiatives from the skills, tools, and responsibilities described. → Identify capabilities or teams that appear entirely new — not mentioned anywhere in the SEC filing. These are unreleased bets. → Find roles where seniority is disproportionately high for a new team. This signals executive-level priority. → Cross-reference the SEC filing's Risk Factors and Strategy sections with hiring patterns. Where are they investing against a stated risk? Where did they flag a risk but have zero hiring to address it? → Predict 3 product launches or strategic moves this company will make in the next 6-12 months. State your confidence level and cite specific job titles and filing sections as evidence. Format this as a 1-page competitive intelligence briefing for a CMO." What you'll find: → Products that don't exist yet but will in 6 months. → Priorities that contradict what the CEO said. → Risks they told the SEC but aren't addressing. This is what consulting firms charge $200K for. It took me 10 minutes. I used the new Claude 'Opus 4.6' for a reason: ✦ It read 60 job listing & a 200-page filing together.  ✦ And connects dots across both. ✦ It is superior in thinking and context retrieval. That's why I didn't use ChatGPT for this.

For those legislators who are working on healthcare legislation right now , here are some suggestions : 1. For intercompany medical charges, require them to be priced at Medicare rates. Ends gaming of MLRs 2. Require all insurance plans to apply any cash purchase against your deductible. Let plan holders shop. 3. Require all pharmacy purchases by a plan holder to be charged at net price after rebates. Right now YOU pay full retail price for branded meds in your deductible phase. You can thank your insurance company PBM for lying to you when they say they negotiate better prices. They obviously suck at their jobs if the best they can do is get you retail price ! 4. Require wholesale pharmacy pricing to be at net. This may seem like price controls. It’s not. The wholesaler buys at retail, gets a prompt pay/data discount of 5 pct from the manufacturer , then has the pharmacy buy from them at retail price minus a small discount. Which reimburses the wholesaler. Wholesalers complain then don’t make money on brands. Indie pharmacies get crushed on brands. Manufactures don’t make more money this way either. Why ? Because they write HUGE rebate checks to the PBM! Require pricing to be at net, and you improve cash flow and reduce reimbursement risk for indie pharmacies. Patients can naturally pay lower cash prices for brands because pharmacies will pay much less. Wholesalers can mark up their cost and make the same amount as they did before. The only loser in this ? The PBMs, every one else gains 5. Create a moratorium on all acquisitions by ins carriers 6. If a medical provider of any kind, hospital , clinic , whatever , acquires another provider , they must retain the pricing ( pre any price increases meant to game this rule ) , for a period of 5 or 10 yrs, allowing only for cpi increases 7. Investigate the acquisitions of providers by pharmacy wholesalers. 8. Allow doctors to own hospitals 9. Standardize contracts by insurance carriers, by provider type. Every contract, with every hospital, should have the same fill in the blanks with minimal variance. This will cut administration costs dramatically I can go on for days. This is a start Forgot the most important item. If brand pricing went to net via wholesalers, @costplusdrugs could buy brands from them , mark them up only 15 pct, and cut the price of EVERY SINGLE BRAND MEDICATION

IndiGo (InterGlobe Aviation Ltd) CRISIS WASN’T IN THE SKIES. IT WAS IN THE LEADERSHIP CABIN. Three things stood out. One: Employees were left alone to face furious customers. No leader should ever let that happen. If you don’t stand by your people in a storm, don’t expect them to stand by your customers in the sun. Customer experience collapses the moment employees feel abandoned. Two: In any crisis, honesty is the only strategy that works. This time, the communication wasn’t transparent. When leaders hide the full picture, years of goodwill can disappear overnight. A crisis can earn trust, but only if you tell the truth. Three: The belief that “we are too big to be ignored” has ended more companies than competition ever has. Customers always have a choice. And if they don’t, they will create one. We shouldn’t watch the Indigo crisis like spectators. This is a reminder for every leader to build their own crisis blueprint. Because crises will come, when they do, your response becomes your reputation. There is more to business than profits. There are people, trust, and how you show up when it matters most.

Separate reports by the publicity firm Edelman and Pew Research (links in orig text, below) show that Americans, and more broadly large parts of Europe and the western world, do not trust AI and are not excited about it. Despite the AI community’s optimism about the tremendous benefits AI will bring, we should take this seriously and not dismiss it. The public’s concerns about AI can be a significant drag on progress, and we can do a lot to address them. According to Edelman’s survey, in the U.S., 49% of people reject the growing use of AI, and 17% embrace it. In China, 10% reject it and 54% embrace it. Pew’s data also shows many other nations much more enthusiastic than the U.S. about AI adoption. Positive sentiment toward AI is a huge national advantage. On the other hand, widespread distrust of AI means: - Individuals will be slow to adopt it. For example, Edelman’s data shows that, in the U.S., those who rarely use AI cite Trust (70%) more than lack of Motivation and Access (55%) or Intimidation by the technology (12%) as an issue. - Valuable projects that need societal support will be stymied. For example, local protests in Indiana brought down Google’s plan to build a data center there. Hampering construction of data centers will hurt AI’s growth. Communities do have concerns about data centers beyond the general dislike of AI; I will address this in a later letter. - Populist anger against AI raises the risk that laws will be passed that hamper AI development. To be clear, all of us working in AI should look carefully at both the benefits and harmful effects of AI (such as deepfakes polluting social media and biased or inaccurate AI outputs misleading users), speak truthfully about both benefits and harms, and work to ameliorate problems even as we work to grow the benefits. But hype about AI’s danger has done real damage to trust in our field. Much of this hype has come from leading AI companies that aim to make their technology seem extraordinarily powerful by, say, comparing it to nuclear weapons. Unfortunately, a significant fraction of the public has taken this seriously and thinks AI could bring about the end of the world. The AI community has to stop self-inflicting these wounds and work to win back society’s trust. Where do we go from here? First, to win people’s trust, we have a lot of work ahead to make sure AI broadly benefits everyone. “Higher productivity” is often viewed by general audiences as a codeword for “my boss will make more money,” or worse, layoffs. As amazing as ChatGPT is, we still have a lot of work to do to build applications that make an even bigger positive impact on people’s lives. I believe providing training to people will be a key piece of the puzzle. DeepLearning.AI will continue to lead the charge on AI training, but we will need more than this. [Truncated for length. Full text, with links: https://lnkd.in/gUgMDMGS ]

Climate change is a systemic problem Systemic problems create interconnected risks 🌍 Climate impacts do not unfold in isolation. They influence environmental, social and economic systems in ways that reinforce each other over time. Environmental pressures escalate as temperatures rise. Soil degradation, water scarcity, biodiversity loss, air pollution and marine impacts reduce ecosystem resilience and increase exposure to climate risks. Social risks intensify as conditions shift. Public health challenges expand due to heat stress and changes in disease patterns. Climate driven disruption increases forced migration. Inequality grows because communities with fewer resources face higher vulnerability and fewer adaptation pathways. Economic pressures emerge across value chains. Food insecurity rises as agricultural systems face climate stress. Energy poverty increases when infrastructure cannot keep pace with extreme weather. Housing and labor markets experience volatility as climate impacts disrupt local conditions. Resource related tensions become more common when availability shifts across regions. These dynamics show why climate action requires a systems perspective. Environmental, social and economic changes are interconnected. Each reinforces the next and shapes long term exposure. For companies, this positions sustainability as a strategic requirement. Effective decisions depend on understanding cascading risks, sector specific vulnerabilities and the relationships between climate drivers and business outcomes. This is central to governance, resilience and long term value creation. As expectations on disclosure, risk management and strategic alignment continue to grow, organizations that adopt a systems approach will be better prepared to anticipate change and respond with clarity. Which of these systemic pressures is most relevant for your sector today? I posted this diagram a while back and recent conversations have highlighted how important it is to understand climate change and its interconnected risks. #sustainability #sustainable #esg

I once lived at distributor’s home in a small town because I had no choice... When Marico Limited was nascent, Bombay Oil Industries was still the family’s backbone. In those early days, I wanted our business to transform from a commodity trade into a branded consumer company. To do that, I had to understand the ground truth. There were no fancy hotels in the towns we visited. I stayed in dusty and small guest rooms. I sat with distributors over chai and samosas. I watched how coconut oil was stored, how shopkeepers priced it, how packaging changed hands. One day, a retailer told me matter-of-factly: “You always sell big tins. When people come back to buy, they carry a few kilos. If your packet is small, they will pick your brand at convenience.” That simple insight was a turning point. It nudged us to expand SKU ranges, introduce smaller packs, and think about how to become a “grab-and-go” brand, rather than just a bulk commodity supplier. If you ask me where innovation begins, it begins in the least glamorous places. In the musty shelves of neighbourhood stores, in conversations that feel insignificant, in paying attention to what people don’t say aloud. Takeaway for entrepreneurs: Your real research lab isn’t spreadsheets or agencies. It’s the ground. If you go build empathy for your customer at the shelf level, the brand strategy almost builds itself. #entrepreneurship #business #resilience #mindset #growth

The European Parliament has officially passed Extended Producer Responsibility (EPR) legislation that fundamentally shifts the responsibility for textile waste management to fashion brands and retailers – with far-reaching global implications. This new law requires all producers, including e-commerce platforms, to cover the full cost of collecting, sorting, and recycling textiles, regardless of whether they are based within or outside the EU. The financial burden of Europe's textile waste now falls squarely on the brands that create it. What are the critical business implications? UNIVERSAL SCOPE: The legislation applies to all producers selling in the EU market, including those of clothing, accessories, footwear, home textiles, and curtains. No company is exempt based on location. FAST FASHION PENALTY: Member states must specifically address ultra-fast and fast fashion practices when determining EPR financial contributions, creating cost penalties for unsustainable business models. GLOBAL SUPPLY CHAIN DISRUPTION: As the world's largest textile importer, the EU's new rules will ripple across global supply chains, particularly impacting exporters from Bangladesh, Vietnam, China, and India who supply much of Europe's fast fashion. TIMELINE PRESSURE: Officially adopted September 2025, this creates immediate operational and financial planning requirements. COMPETITIVE RESHAPING: Brands and retailers will inevitably pass increased costs down their supply chains, fundamentally altering supplier relationships and pricing structures globally. What are the implications for various stakeholders? For CEOs and board members: This represents more than regulatory compliance – it's a complete business model transformation. Companies must now integrate end-of-life costs into product pricing, rethink supplier partnerships, and accelerate circular design strategies. For sustainability and decarbonisation executives: This creates unprecedented opportunities for circular economy solutions, sustainable material innovation, and traceability system development across global supply chains. Link: https://lnkd.in/dTyHtHuD #sustainablefashion #circulareconomy #textilwaste #epr #fashionindustry #sustainability #supplychainmanagement #fastfashion #environmentalregulation #businessstrategy #decarbonisation #textilerecycling #fashionceos #boardgovernance #climateaction #wastemanagement #producerresponsibility #fashionsustainability #textileindustry #greenbusiness

🗞️ A must-have for anyone teaching Russian disinformation tactics. A comprehensive yet highly pedagogical and illustrated catalogue of tactics with concrete examples. 👏🏼Well done @center for countering disinformation with the support of The European Union Advisory Mission Ukraine (#EUAM Ukraine) 🇪🇺 1️⃣ The first part is dedicated to the Mechanisms of destructive information influence: • Bots 🤖 • Fake accounts 🤳🏻 • Anonymous authority 👁️ • Appeal to authority 🔨 • Deepfakes 👾 • Potemkin villages 🤡 • Duplicating websites or accounts 👨🏻💻 • Framing 🖼️ • Information overload 🌧️ • Agenda-setting 📆 • Demonisation • Polarisation 🤯 • Confirmation bias 🧠 • Primacy effect 🪢 • Deceptive sources 🎭 • Information alibi 🥸 2️⃣ The second part offers an overview of the Tactics of destructive information influence. Particularly useful to identifies the perverse rhetorical tricks at play and counter them with the right arguments: • Clickbaiting • Rating • Information sandwich • Lost in translation • Presence effects • Contextomy • Gish gallop • Whataboutism • Conspiracy theories • Talking away • Mundanisation • Doublespeak • Sleeper effect • “Check it if you can” • False analogy • Trolling • False dilemma • Using jokes or memes • Stereotyping 3️⃣ The last part describes the various soft power tools weaponized to leverage influence : Soft power tools: Russia’s influence through… • films 🎦 • e-sports 🎮 • literature 📕 • music 🎶 • sports ⚽️ • churches ⛪️ • cultural centre networks 🤝🏻 • educational programmes and grants 🎓 • historical revisionism 🖊️ • loyal political structures🏰 👐🏻Many thanks to the authors for a reference document which deserves to be widely shared As someone who srudied humanities, I always longed for the ancient “class of rhetorics” which was, until the late 19th century, the penultimate year of secondary education in France before philosophy: students learned the full art of persuasion—finding ideas, structuring them, refining style, memorizing, and delivering speeches—through constant practice and study of classical models. The purpose was to train them in the art of eloquence—to speak and write clearly, elegantly, and persuasively. And to prepare future orators -lawyers, priests, politicians- as well as any educated citizen. Were this classical knowledge more widely shared today, we might be better equipped to resist the tactics outlined in part 2️⃣ as we would more spontaneously recognize the persuasion strategies used against us -even if they come in alluring video forms these days! - and be able to counter them with the tools of logic and structured argument.