Your guide to strategy and policy in the age of platform ecosystems, BigTech dominance, and AI.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 95 | Founded | 6 years ago | Last Issue | 4 months ago |
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US vs China: How to win the wrong AI race
TL;DR:
The US is betting on intelligence. China is betting somewhere else!
The US frequently frames its competition with China as an AI race, similar to the space race it ran with the USSR. The idea of a race was triggered around a year...
The Not-so-Lazy Holiday Reading List
It’s that time of the year again! Everyone’s making predictions about what’s going to happen in 2026!
Predictions are easy to generate and costless to abandon if the person making the prediction bears no responsibility for being wrong. An...
The 'bento box' guide to the Reshuffle of professional services
Japanese convenience stores sell millions of bento boxes each day. You’ve probably come across one before.
Most of us see the bento box and appreciate its near-ornamental visual aesthetic. But what’s most interesting about the bento box i...
The slow incumbent fallacy
Why incumbents fail is about a lot more than just organizational inertia
We often believe that incumbents fail because they’re too slow.
The problem with agentic AI in 2025
In the early nineteenth century, canals represented the height of industrial progress. They connected inland towns with ports, allowing coal, grain, and other bulk goods to move at far lower cost than by wagon.
For a time, canals delivere...
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Authors
The writers behind this newsletter.
Author of multiple best-selling books, including Reshuffle, Platform Revolution, Platform Scale. Write about AI, platforms, ecosystems Featured 4x in HBR Top 10 Advisor to Fortune 500 Boards/C-Suite WEF YGL, Thinkers50 Strategy Awardee
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