Thought Leadership

Michael G. Jacobides

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

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...

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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...

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Externalities and Complementarities in Platforms and Ecosystems

Platforms and ecosystems provide structures for constellations of economic actors to engage and interact as they seek to create and...

Michael G. Jacobides

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...

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A Playbook for Winning the Ecosystem Game

Interconnected value chains, digital platforms, and multi-product ecosystems are all becoming increasingly common, raising the question...