Platforms, AI, and the Economics of BigTech

US vs China: How to win the wrong AI race

The US is trying to win the AI race. China is playing an entirely different game.

Jan 11 • Sangeet Paul Choudary

81

15

17

December 2025

The Not-so-Lazy Holiday Reading List

Laziness as competitive advantage

Dec 28, 2025 • Sangeet Paul Choudary

58

5

6

November 2025

The 'bento box' guide to the Reshuffle of professional services

What Japanese lunches and present-day Hollywood teach us about the future of the professions

Nov 30, 2025 • Sangeet Paul Choudary

61

4

10

October 2025

The slow incumbent fallacy

Why incumbents fail is about a lot more than just organizational inertia

Oct 26, 2025 • Sangeet Paul Choudary

31

1

4

The problem with agentic AI in 2025

Too much automation can blind you to the real opportunity

Oct 5, 2025 • Sangeet Paul Choudary

124

34

22

September 2025

Reshuffle and biopolitical power

Briefing #2

Sep 24, 2025 • Sangeet Paul Choudary

6

Openness is a rug-pull, digital strategy is really about leakiness

Openness writes your PR spiel, leakiness books your profits

Sep 21, 2025 • Sangeet Paul Choudary

37

3

9

When supply chain power meets ecosystem power

Briefing #1

Sep 17, 2025 • Sangeet Paul Choudary

6

The 'data moats' fallacy

Moats are never about data alone

Sep 7, 2025 • Sangeet Paul Choudary

37

1

1

August 2025

From railroads to Roblox - Designing an AI-first economy

Unbundling and rebundling transform workflows, but also economies

Aug 31, 2025 • Sangeet Paul Choudary

30

6

You think you are AI-first, but you probably aren't

What Venetian merchants and the railroad pioneers teach us about our current moment in AI

Aug 24, 2025 • Sangeet Paul Choudary

69

6

20

Figma - The untold story

Architecture eats execution for breakfast

Aug 17, 2025 • Sangeet Paul Choudary

62

11

9