Platforms, AI, and the Economics of BigTech

Platforms, AI, and the Economics of BigTech

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Strategy in the age of AI - Eight points beyond the obvious
Where modularity persists and where integration shows up again
 • Sangeet Paul Choudary
Scarcity and strategy - Misreading AI the way Hollywood misread streaming
A summer full of strategy
 • Sangeet Paul Choudary
The Jevons Misunderstanding
Stop saying Jevons Paradox to get to simplistic, reassuring answers
 • Sangeet Paul Choudary
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.
 • Sangeet Paul Choudary
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
 • Sangeet Paul Choudary
The problem with agentic AI in 2025
Too much automation can blind you to the real opportunity
 • Sangeet Paul Choudary
The 'data moats' fallacy
Moats are never about data alone
 • Sangeet Paul Choudary
From railroads to Roblox - Designing an AI-first economy
Unbundling and rebundling transform workflows, but also economies
 • Sangeet Paul Choudary
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
 • Sangeet Paul Choudary
Five unlikely books to understand how AI transforms the economy
Not a single book about AI, though
 • Sangeet Paul Choudary
How to intellectually debate AI while completely missing the point
Why both sides of the argument on AI miss the point
 • Sangeet Paul Choudary
The Heath Ledger guide to AI
The Dark Knight is really a movie about the Joker dressed as a Batman movie
 • Sangeet Paul Choudary
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