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

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How to differentiate signal from noise in generative AI?  On the one hand, McKinsey predicts that generative AI could add the equivalent of $2.6 trillion to $4.4 trillion annually. On the other hand, we have plenty of studies (even from McKinsey) which conclude that value capture is much harder to achieve than what predictions estimate...

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En temps incertain, le choix de la transformation est cornélien car l’information est rare. En décidant trop tôt on risque de faire des erreurs par manque d’information ; en attendant pour avoir plus d’information, les options se réduisent car d’autres ont déjà façonné la nouvelle réalité. Comment sortir du dilemme et construire une stratégie distinctive...

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