About this newsletter

This newsletter explores the impact of technology on competition.

Who wins? And who loses? And what are the factors determining winners and separating them from the losers?

Towards this, I explore the following themes through this newsletter:

  1. The economics of Generative AI and its impact on the design of entire systems of work

  2. The economics of platforms and ecosystems

  3. Growing market and power concentration of BigTech

  4. Reimagining the internet with alternate power structures

  5. Value migration from incumbents to challengers (or not) when new technological shifts play out


About my work

If you’re exploring how AI, platforms, ecosystems, and broader technological shifts are reshaping industries, my work may be a useful resource.

Over the past decade, I’ve helped shape understanding of the platform economy, globally through two best-selling books (Platform Revolution and Platform Scale), widely cited papers, and strategy work with industry leaders, Big Tech, and policymakers.

I currently serve as a Senior Fellow, Competition at the University of California, Berkeley, have previously served on the World Economic Forum’s Global Future Council, and have advised national regulators on digital harm and competition frameworks.

Since 2012, I’ve worked with:

  • 40+ Fortune 500 firms, shaping platform strategy, ecosystem design, and competitive advantage through AI.

  • Big Tech companies, advising on lateral threats and entry into new verticals through control-point leverage.

  • VC- and PE-backed firms, helping Series B+ companies expand enterprise value through ecosystem plays and platform business models.

  • Public institutions, including regulators and governments, on mapping power, harm, and digital accountability.

To explore my writing, media, and talks, visit www.platformthinkinglabs.com or view my Wikipedia profile.


If you’d like to engage further, have a look at our advisory models at https://platformthinkinglabs.com/advisory/.

Or download the advisory kit below:

Download Advisory Kit


I’m a professional speaker on topics relating to the platform economy, ecosystem competition, and generative AI.

Have a look at the speaking kit here:

Download Speaking Kit


Top posts

The best place to get started? Have a look at some of the top posts on the newsletter:

Generative AI

AI and the future of work

Platform strategy

Ecosystems

Web3


Exploring the larger body of work

Over the years, we’ve published several playbooks. Here are some quick links if you’d like to dive deep into my work:

Ecosystem Mapping and Strategy

The Platform Organization

The Enterprise AI Playbook

The Platform Economy

The Building Blocks Thesis


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Your guide to strategy and policy in the age of platform ecosystems, BigTech dominance, and AI.

People

Author of multiple best-selling books, including Platform Revolution, Platform Scale. Write about BigTech, AI, platforms, ecosystems, and market power Featured 4x in HBR Top 10 Must Reads Advisor to Fortune 500 Boards/C-Suite WEF YGL, Thinkers50