Platforms, AI, and the Economics of BigTech

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

Openness writes your PR spiel, leakiness books your profits

Sep 21 • 

Sangeet Paul Choudary

19

1

When supply chain power meets ecosystem power

Briefing #1

Sep 17 • 

Sangeet Paul Choudary

2

The 'data moats' fallacy

Moats are never about data alone

Sep 7 • 

Sangeet Paul Choudary

31

August 2025

From railroads to Roblox - Designing an AI-first economy

Unbundling and rebundling transform workflows, but also economies

Aug 31 • 

Sangeet Paul Choudary

28

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 • 

Sangeet Paul Choudary

57

6

Figma - The untold story

Architecture eats execution for breakfast

Aug 17 • 

Sangeet Paul Choudary

51

11

Five unlikely books to understand how AI transforms the economy

Not a single book about AI, though

Aug 3 • 

Sangeet Paul Choudary

67

3

July 2025

How to intellectually debate AI while completely missing the point

Why both sides of the argument on AI miss the point

Jul 20 • 

Sangeet Paul Choudary

66

13

The Heath Ledger guide to AI

The Dark Knight is really a movie about the Joker dressed as a Batman movie

Jul 17 • 

Sangeet Paul Choudary

43

7

May 2025

The fugu guide to jobs in a world of AI

Stop measuring AI by the tasks it fails at. Start noticing the systems it breaks.

May 13 • 

Sangeet Paul Choudary

147

25

Don't sell shovels, sell treasure maps

How NOT to sell AI into the enterprise

May 4 • 

Sangeet Paul Choudary

211

26

April 2025

Humans as 'luxury goods' in the age of AI

The 'human touch' fallacy

Apr 27 • 

Sangeet Paul Choudary

321

55