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Michael G. Jacobides
Jan 1, 2024
Thoughts and themes for 2024: GenAI, Web3, Ecosystems, Innovation & Industry Dynamics
Making sense of GenAI and preparing for the future GenAI may contribute to corporate inequality, though it holds potential to narrow...
Michael G. Jacobides
Jan 13, 2023
2022 Round-up and 2023 Forecast
From Black Swans to Grey Rhinos Last year certainly had its fair share of dramatic news, from the war in Ukraine and rocketing inflation...
Michael G. Jacobides
Jan 3, 2022
2021 Round-up and 2022 Forecast
From a strategy vantage point, 2021 saw consumers increasing their shift to digital distribution channels. As habits provoked by COVID...
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Apr 11, 2021
Rethinking Competition: From Market Failures to Ecosystem Failures
Despite the overwhelming importance of digital platforms, and the chatter around their recent rise, our understanding of digital...
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Jan 8, 2021
EU Big Tech Regulation: Good Job On Trees, But What About The Forest?
On 15 December, the EU unveiled the Digital Markets Act and the Digital Services Acts (DMA/DSA), the most thorough reworking of the...
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Dec 20, 2020
Rethink, Reconfigure, Reallocate
During a crisis, the immediate reaction is often to default to old habits. That may work for a while – as it did in the financial crash...
Michael G. Jacobides
Jul 24, 2020
Big Tech: Time For A ‘New Platform Deal’?
For most of us, the Covid-19 crisis has been truly abysmal. But for Big Tech, it’s actually been pretty good, if markets are anything to...
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