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

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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...

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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...

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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,...

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Building distinctive strategies in turbulent times. AI & digital strategy advisor, ESCP professor, author.

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