IMD business school for management and leadership courses
Elon Musk’s reported Terafab project and Huawei’s Tau Scaling Law look, at first glance, like two versions of the same trend: the return of vertical integration in semiconductors. But the similarity is superficial. Terafab, if it materializes, is vertical integration from ambition. Huawei’s semiconductor strategy is vertical integration under co…
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“Sometimes, I wonder why I bother going to work at all,” an executive in a class I was teaching said during a discussion about artificial intelligence. He was not burned out in the conventional sense; he was struggling to understand where he fit in a workplace where machines were taking on more of the tasks that once defined his job. The executi…
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For more than a decade, ESG-linked funds and corporate sustainability strategies have run on the same quiet assumption: spend more on sustainability, and the market will eventually reward you for it. The problem, however, is that this theory is more an article of faith than an investment thesis. At issue is the link between “spend” and “reward,”…
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