Platforms, AI, and the Economics of BigTech
Your guide to strategy and policy in the age of platform ecosystems, BigTech dominance, and AI.
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Last post published on Sun Jun 23 2024
The text discusses the concept of "super-apps" in the enterprise setting, highlighting challenges and opportunities presented by Gen AI.
The text argues that companies should focus on leveraging AI to develop intelligence advantages within their competitive ecosystems rather than seeking competitive advantage through access to advanced generative AI.
The text discusses the future of Enterprise AI and its potential to revolutionize business models by delivering entire workflows as a service.
The text discusses the impact of AI on the travel industry, highlighting the need for rebundling trips to create enduring profits and leveraging AI for a personalized travel experience.
The text discusses the impact of artificial intelligence on business growth strategies, highlighting its potential to create new paths to customers and transform go-to-market approaches.
SpaceX's Building Blocks approach in space exploration, reducing costs and enabling reuse of components.
Four false bundles in the platform economy that compromise market efficiency and benefit extraction.
Opportunity and strategy in vertical AI, focusing on value creation, vertical advantage, and rebundling.
Strategies for intermediaries to regain power in concentrated markets: rebundling inputs, backward integration, and data advantage.
Introduction and impact of AI agents in redefining and substituting roles and goals in teams.
Impact of AI on jobs, skill premium, and work rebundling.
The text is about the potential of AI-powered keyboards to understand and enhance smartphone users' experience.
Exploring the significance of AI assistants' primary interface in the attention economy, and strategies for incumbent and challenger players.
Explanation and analysis of Amazon Prime's strategy as an attention conglomerate.
The text is about nine tools or strategies that can be used in a tech business's arsenal to gain an advantage in digital value chains and ecosystems.
The text discusses the flawed logic of distribution advantage in online commerce and emphasizes the importance of fulfillment, returns, dispute resolution, and demand-side data integration for competitive edge.
The impact of AI on job commoditization and absorption of knowledge and skills.