Presentations
Twice a year, I produce a big presentation exploring macro and strategic trends in the tech industry.

New in November 2025, ‘AI eats the world’.
 
 
Presentations

In the last few years, I’ve given presentations for companies including Alphabet, Amazon, AT&T, Axa, Bertelsmann, Deutsche Telekom, Hitachi, L’Oréal, LVMH, Nasdaq, Swiss Re, Warner Media, Verizon and Vodafone.

I gave the Autumn 2025 presentation at Slush in Helsinki, and the spring presentation at SuperAI in Singapore - you can watch the videos here.

 
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