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Podcast
Wall Street is talking about cockroaches again. Not just the real ones that come with city life, but the metaphor — the symbol of market excess. Technology has never been so powerful, so promising — and so dangerously concentrated. In just three years, artificial intelligence has triggered a wave of euphoria that even Silicon Valley rarely sees. Since the launch of ChatGPT, over 90% of U.S. GDP growth has come from AI investments. According to Harvard economist Jason Furman, this year the American economy would be flat without this bet on the future. Forty percent of the entire S&P 500 is tied to just ten companies — Apple, Microsoft, Nvidia, Alphabet, Amazon, Meta, Tesla, AMD, Broadcom, Palantir. That’s not diversification. That’s monoculture. And every monoculture has its pests. The only question is: When? Not if. Or will this time be different? Have we finally found the tool to unlock the kind of efficiency leaps that revolutionized entire industries with Kaizen and later Lean Management in the 1970s?
22. October 2025
Podcast
22. October 2025
Wall Street is talking about cockroaches again. Not just the real ones that come with city life, but the metaphor — the symbol of market excess. Technology has never been so powerful, so promising — and so dangerously concentrated. In just three years, artificial intelligence has triggered a wave of euphoria that even Silicon Valley rarely sees. Since the launch of ChatGPT, over 90% of U.S. GDP growth has come from AI investments. According to Harvard economist Jason Furman, this year the American economy would be flat without this bet on the future. Forty percent of the entire S&P 500 is tied to just ten companies — Apple, Microsoft, Nvidia, Alphabet, Amazon, Meta, Tesla, AMD, Broadcom, Palantir. That’s not diversification. That’s monoculture. And every monoculture has its pests. The only question is: When? Not if. Or will this time be different? Have we finally found the tool to unlock the kind of efficiency leaps that revolutionized entire industries with Kaizen and later Lean Management in the 1970s?
Podcast
8. October 2025
Digital sovereignty has become the standard buzzword in the IT industry. Anyone who believes it can be achieved by favoring weak European providers is…
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24. September 2025
Countries have constitutions, companies have governance structures – and the new AI operators are currently rewriting both ……
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The original idea of intellectual property rights originated in a world of scarcity. The Statute of Anne of 1710 guided the way. Everyone felt…
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27. August 2025
Over 40 years ago, SAP revolutionized the business world with ERP systems and created the market for ERP systems. Other so-called “systems of record”…
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13. August 2025
Over 40 years ago, SAP revolutionized the business world with ERP systems and created the market for ERP systems. Other so-called “systems of record”…
Article
30. July 2025
For decades, extreme visions – both utopian and dystopian – have dominated the debate on AI and robotics. Yet it is now becoming clear…
About

Stefan Fritz

Stefan Fritz is an author, founder, entrepreneur and investor. He founded his first company while still studying physics, which was soon followed by others. As the founder of synaix GmbH, he has built up numerous digital as-a-service and platform business models as well as software-based solution portfolios over 25 years. Today, he is a partner at PRIMEPULSE, an investment company that focuses on B2B DeepTech business models for venture capital, SMEs and listed companies.

Food for thoughts

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