Two years ago, closing a session on the digital transformation of consulting, I left my students with six open questions — I didn’t have the answers, and neither did the industry. This post is the scoreboard I couldn’t fill in then.
BLOGDatanomics and strategy
A blog and a newsletter on competition and value creation with data and analytics.
Comments, examples, methodologies and research.
Comments, examples, methodologies and research.
The AI conversation is almost entirely about value created and how to capture it. What if AI destroyed value? What do we lose when the technology is used at scale? Which are the second-order effects that don’t show up in any business case? And more importantly, what are the questions you should ask about your...
Competitive advantageTransformationAutomate, augment… reconfigure. When everyone rents the same model, org design is the moat.
When talking about the impact of AI on jobs, the dominant narrative is augment vs automate. The technology is described as either a substitute for or an enhancer of human labour. However, when we look closely at what humans really do when they use AI at work, we see, in addition to the familiar flows...
Agentic AI is turning strategy into a positioning problem again. When machines decide what gets compared, ranked, and executed, familiar advantages stop working and comfortable middle-ground strategies disappear. The agentic positioning matrix is an attempt to map this new terrain ; not to predict winners, but to explain why some positions will remain viable, others...
For decades, business strategy has implicitly assumed a simple fact: customers are human. They search, compare, decide, and buy. Agentic AI quietly breaks that assumption. As software agents increasingly act on behalf of individuals and organizations, a growing share of economic decisions is no longer made by people, but by systems operating within their constraints....
Over the past few years, organizations have focused on identifying high-value use cases for AI: enhancing marketing performance, improving financial analysis, accelerating software development, and more. These discussions largely centered on a familiar dilemma: how to balance automation with human augmentation. In 2025, however, the conversation has shifted. With unprecedented adoption levels and dramatically lower...
For the past two decades, the prevailing narrative in corporate strategy has been clear: digital technologies favor specialization, asset-light models, and ecosystem thinking. Companies were told to focus on their core, outsource the rest, and leverage platforms to scale quickly. And for a time, that approach delivered extraordinary results. But something curious is happening. Tech...
In the race to unlock value from AI, most organizations start with strategy decks, roadmaps, and ROI calculators. But what if the breakthrough insight isn’t buried in a spreadsheet—what if it’s waiting at the other end of a rough prototype and a bold experiment? After 50 workshops exploring AI opportunities with executives, one lesson stands...
What’s your Instagram data worth? Most people don’t know. We sense data is valuable, but struggle to define how and why. For business leaders, this isn’t a theoretical issue. Companies that harness data effectively outperform their peers. But value doesn’t come from data alone. It comes from how you use it. In our book Datanomics,...
Every day, more companies adopt AI, yet profits remain flat. Stuck in the “light bulb phase”, most tweak the old instead of transforming the core. This article shows how to unlock true value.
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