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....
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...
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.
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...
With AI systems being more and more used to complement human tasks, the question arises about the changing nature of work: what does AI change to jobs? The research Three recent studies have explored the question in different settings: coders, R&D teams and professional writers. A first study leveraged millions of work activities over a...
Recent studies have explored how performance varies across three approaches: human-only, AI-only, and human–AI collaboration. The findings, however, are inconsistent. Some studies suggest that augmenting humans with AI yields better outcomes, while others show the opposite. This heterogeneity calls for a closer analysis to understand when is augmentation better than automation and when is it...
Technologies tilt the balance of power in markets in particular because they change the sources of competitive advantage: some previous sources are no longer relevant and new ones appear. Artificial Intelligence is no exception to this history. How do sources of competitive advantage change with AI? Which are outdated? Which are new?
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?
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