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How to win at Generative AI
How unbundling and rebundling determine winners and losers in Gen AI
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Generative AI
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How AI transforms the travel value chain
The elusive search for 'The Perfect Trip' may finally end
Apr 28
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Sangeet Paul Choudary
16
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How AI transforms the travel value chain
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AI-led growth
Rethinking growth and go-to-market in the age of AI
Apr 24
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Sangeet Paul Choudary
28
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AI-led growth
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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
40
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How to win at Vertical AI
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9
How AI agents rewire the organization
The unbundling and rebundling of organizations
Mar 3
•
Sangeet Paul Choudary
31
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How AI agents rewire the organization
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9
AI won't eat your job, but it will eat your salary
On rebundling jobs and skill premiums
Feb 25
•
Sangeet Paul Choudary
94
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AI won't eat your job, but it will eat your salary
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Recent posts
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How AI transforms the travel value chain
The elusive search for 'The Perfect Trip' may finally end
Apr 28
•
Sangeet Paul Choudary
16
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How AI transforms the travel value chain
platforms.substack.com
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Other
4
AI-led growth
Rethinking growth and go-to-market in the age of AI
Apr 24
•
Sangeet Paul Choudary
28
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AI-led growth
platforms.substack.com
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1
Tesla, SpaceX, and the economics of Stack Thinking
How to create new industries ground-up
Mar 31
•
Sangeet Paul Choudary
22
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Tesla, SpaceX, and the economics of Stack Thinking
platforms.substack.com
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7
The false bundles of the platform economy
The subtle lies of bundling convenience with extraction
Mar 27
•
Sangeet Paul Choudary
22
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The false bundles of the platform economy
platforms.substack.com
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1
How to win at Vertical AI
How AI Agents and Open APIs create new rebundling opportunities
Mar 21
•
Sangeet Paul Choudary
40
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How to win at Vertical AI
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9
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Playbooks
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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
89
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The 2024 Tech Strategy Toolkit
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2
The #Web3 Builders Playbook
Crypto might be dead, but long live Web3
Dec 1, 2022
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Sangeet Paul Choudary
13
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The #Web3 Builders Playbook
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Ecosystem strategy mapping - A playbook for digital ecosystems
The art of war... and play... for platform ecosystems
Aug 30, 2022
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Sangeet Paul Choudary
23
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Ecosystem strategy mapping - A playbook for digital ecosystems
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The Building Blocks Thesis - Deep-Dive Report
The entire Building Blocks thesis launches today as a downloadable report
May 26, 2022
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Sangeet Paul Choudary
17
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The Building Blocks Thesis - Deep-Dive Report
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4
The State of the Platform Revolution
A 90-page deep-dive on the key themes of the platform economy for a post-covid world
Dec 20, 2020
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Sangeet Paul Choudary
41
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The State of the Platform Revolution
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Ecosystem
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Tesla, SpaceX, and the economics of Stack Thinking
How to create new industries ground-up
Mar 31
•
Sangeet Paul Choudary
22
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Tesla, SpaceX, and the economics of Stack Thinking
platforms.substack.com
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7
The ONDC conundrum: Where protocols win... and where they don't...
The three laws of protocol economics
Nov 26, 2023
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Sangeet Paul Choudary
22
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The ONDC conundrum: Where protocols win... and where they don't...
platforms.substack.com
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13
DX is the new UX
The massive shift from developer-extended to developer-led platforms
Nov 12, 2023
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Sangeet Paul Choudary
23
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DX is the new UX
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4
Aggregators won the 2010s, Infrastructures will win the 2020s
Winning in digital ecosystems without serving the consumer
Sep 6, 2022
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Sangeet Paul Choudary
17
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Aggregators won the 2010s, Infrastructures will win the 2020s
platforms.substack.com
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Ecosystem strategy mapping - A playbook for digital ecosystems
The art of war... and play... for platform ecosystems
Aug 30, 2022
•
Sangeet Paul Choudary
23
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Ecosystem strategy mapping - A playbook for digital ecosystems
platforms.substack.com
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Platform Strategy
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The false bundles of the platform economy
The subtle lies of bundling convenience with extraction
Mar 27
•
Sangeet Paul Choudary
22
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The false bundles of the platform economy
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1
Spotify, connected cars, and open banking - Platforms or glorified distributors?
Gaining power in concentrated markets
Mar 10
•
Sangeet Paul Choudary
21
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Spotify, connected cars, and open banking - Platforms or glorified distributors?
platforms.substack.com
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1
Finding the product in your platform
On the risks of over-emphasizing platform thinking
Feb 4
•
Sangeet Paul Choudary
39
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Finding the product in your platform
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30
Asset-heavy strategies in the platform economy
How traditional firms can also restructure industry economics
Nov 30, 2021
•
Sangeet Paul Choudary
11
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Asset-heavy strategies in the platform economy
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The economics of food delivery platforms
What's good for the platform is bad for the ecosystem
Mar 17, 2020
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Sangeet Paul Choudary
22
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The economics of food delivery platforms
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Web3
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Web3 Bootstrapping Strategies - Part 2
A guide to kickstarting web3 platforms
Dec 18, 2022
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Sangeet Paul Choudary
14
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Web3 Bootstrapping Strategies - Part 2
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Web3 Bootstrapping Strategies - Part 1
A guide to building in Web3
Dec 11, 2022
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Sangeet Paul Choudary
13
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Web3 Bootstrapping Strategies - Part 1
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Web3 Network Effects: Leveraging Power Users
How tokenized ownership turbocharges Web3 adoption
Sep 13, 2022
•
Sangeet Paul Choudary
14
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Web3 Network Effects: Leveraging Power Users
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Web3 and the revenge of the long tail
How blockchain-based protocols enable niche market activity
Jul 3, 2022
•
Sangeet Paul Choudary
15
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Web3 and the revenge of the long tail
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Web3 network effects: Designing for forkability
Strategizing for composability and forkability
Jun 5, 2022
•
Sangeet Paul Choudary
16
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Web3 network effects: Designing for forkability
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Platforms, AI, and the Economics of BigTech
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