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 platforms and ecosystems

  2. The economics of Generative AI

  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

To learn more about my work, visit www.platformthinkinglabs.com or have a look at my Wikipedia profile.


Exploring the larger body of work

If you’ve enjoyed reading this newsletter, you’ll love diving into my larger body of work.

The platform economy

The annual report on the platform economy - a 90-page deep-dive on the key themes for the platform economy. You can access this report at this link.

Value and power in ecosystems

Ecosystem Innovation Maps

Power structures in platform markets

Platform geopolitics

Protocols and the Building Blocks Thesis

The Building Blocks Thesis

Web3 Strategy Playbook


If you would like to dig deeper into these topics, visit our institute at http://platform.institute.


Subscribe to Platforms, AI, and the Economics of BigTech

Your guide to strategy and policy in the age of platform ecosystems, BigTech domination, 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