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A blog and a newsletter on competition and value creation with data and analytics.

Comments, examples, methodologies and research.

How to differentiate signal from noise in generative AI?  On the one hand, McKinsey predicts that generative AI could add the equivalent of $2.6 trillion to $4.4 trillion annually. On the other hand, we have plenty of studies (even from McKinsey) which conclude that value capture is much harder to achieve than what predictions estimate...

All businesses, once they achieve a leading market position try to defend themselves against potential competitors. Business moats, a term coined by Warren Buffett, are competitive advantages a company establishes to protect its market position and profitability from competitors, just as a moat protects a castle from invaders. When it comes to Generative AI, would...

Sharing goes mainstream, and the news is full of data sharing agreements between companies and within industries. In addition, intermediaries are every year more numerous to position as enablers of data sharing. When taking a closer look at these initiatives, one immediately concludes that not all sharing agreements are equal and strategic motives govern each....

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