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Insights that drive leadership

Results Over Rhetoric: A Hands-On Ecosystem Guide for the AI Era
Ecosystems—not standalone firms—are fast becoming the unit of competition. They are not the same as clusters: clusters are geographic concentrations of related actors; ecosystems are role- and rule-based collaborations organised around a user job and shared rails (identity, data, APIs, governance). Ecosystems may sit inside clusters, but they are not defined by geography and often cut across sectors and regions. AI and GenAI lower search and coordination costs, turning intent
Admin
Dec 13, 2025
AI and the Great Reordering of Professional Services
In this piece published in Management Today , our Lead Advisor Michael G. Jacobides, drawing on a workshop co-sponsored by Evolution Ltd...
Michael G. Jacobides
Aug 9, 2025
How Disruptive Will Generative AI Be? A Micro-Level Analysis of Evidence and Expectations.
This study examines executives’ perceptions of Generative AI’s impact on competitive advantage and their expectations of its disruptive...
Admin
Jul 8, 2025
The Political Economy and Geopolitics of AI Regulation
Regulating artificial intelligence has become a first-order strategic battleground, yet most policy debates remain trapped in...
Admin
Jun 25, 2025
What’s Your GenAI Playbook? Evolution, Revolution, and Extinction.
Two years after Generative AI’s moment of inflection, enthusiasm is undimmed, yet evidence of impact remains elusive. The truth is that...
Admin
Apr 4, 2025
How Multi-business Firms Realize Physical and Digital Synergies
We explore the mechanisms underpinning the realization of synergies within multi-business firms. Using unique data from a large GCC...
Admin
Feb 24, 2025
A Vehicle Is More Than Its Engine: Why Complements Are the Key to Reaping Value From (Generative) AI
Two years after Generative AI’s inflection moment, enthusiasm remains strong, yet evidence of impact is elusive. The truth is that GenAI...
Admin
Nov 27, 2024
The E-Mobility Ecosystem: Who will win the race for the customer?
This project is the result of a joint effort between PwC Strategy& and Evolution Ltd. This project draws on PwC Strategy&'s deep...
Admin
Nov 24, 2024
How to Reap Value from (Generative) AI: Bypass the Hype, Focus on the Complements.
We believe there is still a great deal of hype and misunderstanding over what AI in general, and GenAI specifically, can and cannot do....
Admin
Nov 24, 2024
How Will AI Impact your Business? From Productivity to Strategic Transformation
AI, especially Generative AI (GenAI), has experienced astonishing uptake due to its usercentric design, surpassing traditional focus on...
Michael G. Jacobides
Jan 17, 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 1, 2024
Revisiting Disruption: Lessons from Automobile Transformation and Mobility Innovation
Will the ongoing transition from Internal Combustion Engine Vehicles to Battery Electric Vehicles (BEVs) disrupt the incumbent automaker...
Admin
Jul 29, 2023
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