Category: business > strategy > competitive-analysis
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Generative AI is dissolving Adobe's creative-tools moat
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...
The AI factory: rewiring India's tech industry
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...
No, Europe Isn't "Falling Behind" America
The Europe-is-falling-behind narrative rests on a GDP-measurement quirk. On purchasing power, Europe basically matches the US.
OpenAI Breaks Free From Exclusive AI Pact With Microsoft
Microsoft and OpenAI unwind exclusivity: OpenAI can now sell on AWS and Google Cloud, and Microsoft stops paying revenue share.
How Perplexity Lost the AI War
Perplexity built a better search product but lost ground when Google and ChatGPT copied it. Unit economics and distribution made incumbents impossible to dis...
Seven Moats That Still Hold in the AI Era
Code is no longer a moat. Defensibility comes from seven advantages: data, trust, regulation, distribution, brand, capital, physical infrastructure.
Why Tourists Skip Philippines Despite Southeast Asia Travel Boom
The Philippines has the slowest post-pandemic tourism recovery in Southeast Asia, hitting only 55-60% of 2019 numbers while Vietnam exceeds 120%.