A letter from London — 26 Apr 2020

Retailers suffering a “coronavirus storm”. Winners and losers of the COVID crisis. The debate starts on what “new normal” we want and how…

FAAMG results: the first under the virus

And other signals of change this week: Winners and losers of the crisis. A new Manhattan Project against COVID-19. Postcards from the “new normal”. China moving to…

A letter from London, 19 Apr 2020

The coronavirus tsunami

Winners and losers in the post-coronavirus world. The future of tech as a tool to solve global challenges. The acceleration of the Cloud wars