Michael G. Jacobides
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...