9 articles tagged Competitive Strategy
AI Strategy & LeadershipDeep dive
AI Is a Five-Layer Cake. Pick the Slice That Keeps Paying.
Energy, chips, systems, models, applications. Every layer matters. Only one pays compounding returns. A framework for picking yours.
19 Apr11 min read
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Industry & MarketsDeep dive
Agents Are the Heaviest SaaS Users You'll Ever Onboard
Every useful agent becomes a power user of the SaaS underneath it. Install base explodes, API calls multiply, workflow gets more essential, not less.
18 Apr10 min read
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AI Strategy & LeadershipDeep dive
Leave Money on the Table. It Grows Back.
The best AI growth teams deliberately sacrifice short-term metrics. Restraint on pricing, error handling, and safety compounds into retention and trust.
11 Apr10 min read
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AI Product BuildingDeep dive
You Can't Vibe Code Your Way to SAP
Enterprise software encodes decades of domain knowledge across every architectural layer. Vibe coding can't shortcut what took thousands of people 25 years to accumulate.
10 Apr10 min read
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AI Strategy & Leadership
Micro-Optimisation Is a Trap When Your Market Is Exponential
Growth teams trained in linear markets spend 70% on small experiments. In exponential markets, that allocation captures a rounding error.
9 Apr9 min read
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Industry & Markets
SaaS Isn't Dead. Hollow SaaS Is.
AI won't kill all SaaS. It will kill hollow SaaS. The distinction between workflow-embedded platforms and CRUD apps will determine who survives.
6 Apr6 min read
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Industry & Markets
The Data Moat Illusion: Why Incumbent Proptech Companies Are Vulnerable
For decades, companies like CoreLogic built massive moats by accumulating proprietary structured property data. Visual intelligence just evaporated that advantage.
15 Feb6 min read
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AI Product Building
Your Killer Feature Will Be Cloned by Friday. Build a Moat.
4 engineers, 10 days, a new product line. AI coding agents collapsed build economics. If code is a commodity, your moat is data, integrations, and trust.
12 Feb9 min read
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AI Strategy & Leadership
Taste Is the Last Skill AI Can't Commoditise
AI commoditises execution. The scarce resource is knowing what to build, for whom, and when to stop. That's taste, and it's the career bet worth making.
11 Feb9 min read
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