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How to win at Generative AI
How unbundling and rebundling determine winners and losers in Gen AI
Oct 29, 2023
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Sangeet Paul Choudary
64
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How to win at Generative AI
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Tesla, SpaceX, and the economics of Stack Thinking
How to create new industries ground-up
Mar 31
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Sangeet Paul Choudary
22
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Tesla, SpaceX, and the economics of Stack Thinking
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7
The false bundles of the platform economy
The subtle lies of bundling convenience with extraction
Mar 27
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Sangeet Paul Choudary
22
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The false bundles of the platform economy
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How to win at Vertical AI
How AI Agents and Open APIs create new rebundling opportunities
Mar 21
•
Sangeet Paul Choudary
39
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How to win at Vertical AI
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9
Spotify, connected cars, and open banking - Platforms or glorified distributors?
Gaining power in concentrated markets
Mar 10
•
Sangeet Paul Choudary
19
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Spotify, connected cars, and open banking - Platforms or glorified distributors?
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How AI agents rewire the organization
The unbundling and rebundling of organizations
Mar 3
•
Sangeet Paul Choudary
30
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How AI agents rewire the organization
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AI won't eat your job, but it will eat your salary
On rebundling jobs and skill premiums
Feb 25
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Sangeet Paul Choudary
90
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AI won't eat your job, but it will eat your salary
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18
Finding the product in your platform
On the risks of over-emphasizing platform thinking
Feb 4
•
Sangeet Paul Choudary
37
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Finding the product in your platform
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30
Keyboard-as-a-platform
The untold story of the most under-used real estate on the phone screen
Jan 31
•
Sangeet Paul Choudary
16
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Keyboard-as-a-platform
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7
Gen AI companions and the fight for the primary interface
The race for the primary interface in the age of AI
Jan 28
•
Sangeet Paul Choudary
30
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Gen AI companions and the fight for the primary interface
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How stand-up comedy helps Amazon win at e-commerce
On Attention Conglomerates and Internal Attention Markets
Jan 7
•
Sangeet Paul Choudary
63
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How stand-up comedy helps Amazon win at e-commerce
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The 2024 Tech Strategy Toolkit
Nine sources of tech-based competitive advantage
Dec 28, 2023
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Sangeet Paul Choudary
88
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The 2024 Tech Strategy Toolkit
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Why offline retailers fail at online marketplaces
The seductive lies of network effects - Part 1
Dec 10, 2023
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Sangeet Paul Choudary
25
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Why offline retailers fail at online marketplaces
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Slow-burn AI: When augmentation, not automation, is the real threat
Automation eats your job, but augmentation eats your career
Dec 3, 2023
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Sangeet Paul Choudary
53
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Slow-burn AI: When augmentation, not automation, is the real threat
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Platforms, AI, and the Economics of BigTech
Your guide to strategy and policy in the age of platform ecosystems, BigTech domination, and AI.
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