Category: business > strategy

Adobe turned buy-once software into perpetual rent, then hit record revenue as its stock crashed. Generative AI removes the skill-scarcity moat its model rel...

FT documentary on India's two-sided AI economy: low-paid data annotation and robotics training labour, set against AI's existential threat to the IT services...

The Europe-is-falling-behind narrative rests on a GDP-measurement quirk. On purchasing power, Europe basically matches the US.

Sergey Brin's 70-20-10 rule at Google: 70% core, 20% adjacent, 10% unrelated. The unrelated 10% is the math driver for compounding growth.

Microsoft and OpenAI unwind exclusivity: OpenAI can now sell on AWS and Google Cloud, and Microsoft stops paying revenue share.

Perplexity built a better search product but lost ground when Google and ChatGPT copied it. Unit economics and distribution made incumbents impossible to dis...

Sequoia argues the next trillion-dollar company will sell outcomes, not tools, and maps services verticals by intelligence-vs-judgement ratio.

Code is no longer a moat. Defensibility comes from seven advantages: data, trust, regulation, distribution, brand, capital, physical infrastructure.

Rory Sutherland shows how cheap psychological interventions, like reframing or reverse benchmarking against competitors, outperform expensive engineering.

Rory Sutherland argues AI will be misused for cost-cutting (Doorman Fallacy), but the real opportunity is enhancing customer experience and reinventing models.

The Philippines has the slowest post-pandemic tourism recovery in Southeast Asia, hitting only 55-60% of 2019 numbers while Vietnam exceeds 120%.

Seven distinct economies are forming based on AI adoption level, from analog opt-outs to single operators running dozens of agent-powered companies.