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....
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...
The first experimental studies which addressed the question concluded that lower performers were getting a bigger productivity boost thanks to AI than higher performers. Some recent study contradicted these results. The research In the study where researchers conducted an experiment with 444 professional writers, the conclusion was that initial inequalities in productivity between participant are...
When objects are connected, value chains are transformed and new competition battles emerge. New territories are explored and new challengers compete. Who would have predicted the agriculture machine maker John Deere would partner with the satellite launching company SpaceX?
It’s been one year since the public release of ChatGPT and since then a lot of discussions have taken place about the impact of the technology in the workplace. Some of the discussions were triggered by research. In this post, I offer 5 insights from the research published this year and conclude with 5 implications...
Generative AI tools like ChatGPT and Midjourney create a wide variety of automation opportunities and tilt the balance of power in a lot of industries. Generative AI startups and digital giants are trying to make a dent in non-digital-native markets and capture part of their value. At the same time, the battle rages within the...
The time when industries were clearly delineated and competitors were looking alike ended. In many markets, companies from previously separated industries compete for the same customer spending and more intense competition is within value chains. Data is one asset in this competition transformation. What is at stake? What are the key questions to secure leadership?
It’s common to say that platforms aggressively compete with incumbents on value capture in non-digital-native markets. A recent research sheds light on the process by which big tech companies enter regulated markets and the role data play in this entry strategy. How do big tech use data to enter markets?
The Commission proposed new rules on who can use and access data generated in the EU. Jointly, these new rules are expected to create €270 billion of additional GDP by 2028. Which are the main value creation opportunities ? Where the future battles for value capture will take place? How to prepare?
As data and AI are major value creation drivers, mastering the related resources and capabilities leads to competitive advantage. With the usage growth of neural networks, a new resource is critical: electricity. That’s probably why the battle on AI will be also a battle on energy.
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