Category: business > strategy

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.