Platforms, AI, and the Economics of BigTech

The slow incumbent fallacy

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

Oct 26 • 

Sangeet Paul Choudary

27

1

The problem with agentic AI in 2025

Too much automation can blind you to the real opportunity

Oct 5 • 

Sangeet Paul Choudary

111

28

September 2025

Reshuffle and biopolitical power

Briefing #2

Sep 24 • 

Sangeet Paul Choudary

4

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

36

3

When supply chain power meets ecosystem power

Briefing #1

Sep 17 • 

Sangeet Paul Choudary

3

The 'data moats' fallacy

Moats are never about data alone

Sep 7 • 

Sangeet Paul Choudary

34

1

August 2025

From railroads to Roblox - Designing an AI-first economy

Unbundling and rebundling transform workflows, but also economies

Aug 31 • 

Sangeet Paul Choudary

29

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

62

6

Figma - The untold story

Architecture eats execution for breakfast

Aug 17 • 

Sangeet Paul Choudary

56

12

Five unlikely books to understand how AI transforms the economy

Not a single book about AI, though

Aug 3 • 

Sangeet Paul Choudary

71

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

67

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