BLOGDatanomics and strategy

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

Comments, examples, methodologies and research.

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?

As more and more objects are connected to the internet, real-time data is generated massively. Sensors in smartphones, cars, manufacturing equipments or infrastructures collect data about the product use and its environment. Sent to a cloud server, data are used to predict future events and make better business decisions. How value is created and captured...

Over the last two decades, open source has become a significant and sometimes dominant distribution channel and business model for software. Companies like Open AI (at the beginning) and Hugging Face have based their success on this model. Other companies, such as Meta have used open source to weaken a competitor’s position. How to decide...

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...

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