HeyJaredPlatforms, AI, and the Economics of BigTech
Your guide to strategy and policy in the age of platform ecosystems, BigTech dominance, and AI.
- Indexed issues, last 90 days
- 3
- Latest publication
- Aug 30, 2026
- Audience
- Checking…
- Earliest in this view
- Aug 9, 2026
Latest issues
How agents transform the workflow, the organization, and the competitive landscape (opens the original)
Read excerpt
Much of today’s discussion about agentic commerce focuses on whether shopping will move from e-commerce websites into interfaces such as ChatGPT.But in consumer commerce, much of the buying journey has already been solved reasonably well by the browse-and-click paradigm. Comparing options was the last remaining bottleneck that ChatGPT now, often, solves better than the traditional listing search engine.B2B procurement is different. Much of the buying journey has never been effectively digitized
Strategy in the age of AI - Eight points beyond the obvious (opens the original)
Read excerpt
What happens when AI changes not only how companies compete, but the very game they are competing in?In this conversation, Rita McGrath and I - guided by the always-insightful Aidan McCullen - bring together complementary ideas from the books we have written and those we are currently working on. It promises to be a treat: a wide-ranging exploration of what strategy becomes when the assumptions it rests on begin to shift.Rethinking strategyOur central argument is that viewing AI through the trad
Scarcity and strategy - Misreading AI the way Hollywood misread streaming (opens the original)
Read excerpt
Traditional TV programming was built around a scarce asset - prime-time slots.A network had twenty-four hours in a day, a handful of prime-time slots, and far more shows than it could have on air. The programmer’s job was therefore to decide what deserved one of those scarce slots, schedule it against competitors, and cancel quickly when the audience failed to appear. It was a case of exercising judgment under severe capacity constraints. We often think that Netflix made access to content abunda
Publishing over time
Last 90 days. Choose a month to open its work.
Recurring subjects
Named in the text we hold. One piece can cover several.
Audience
No verified audience measurement yet.
About this data
Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.
Identity or attribution wrong? Suggest a correction.
See coverage about Platforms, AI, and the Economics of BigTech