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.
La question est vaste et les réponses très contextuelles, cependant, quelques lignes de forces se dégagent et voici 9 idées qui me semblent importantes pour cheminer dans cette question.
Technologies, whether digital or not, are changing the value chain of the automotive industry. New value propositions, new critical resources, new business models: carmakers are forced to forge alliances with their best frenemies, the digital giants. How to secure value capture with these ambitious partners?
How can incumbents react to aggressive competition from platforms? I propose here 3 strategic questions for them to solve to find a distinctive positionning.
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