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Insights that drive leadership

Generative AI and the Architecture of Knowledge Work
Expertise Bypass, Exchange Governability, and Shifting Bottlenecks Research on generative AI (GenAI) and work has largely focused on tasks. We ask when task-level effects alter knowledge-work industry architecture: the allocation of activities across firm boundaries. Using a three-stage abductive design – an executive roundtable, a panel of 626 firm websites (2017–2025), and 33 interviews plus two further roundtables with C-level executives and corporate directors – we docume

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Sep 18
What Are Generative AI’s Competitive Implications?
A Longitudental Documentation of Director Expectations How do senior decision-makers assess the competitive implications of generative AI (GenAI)? Using an abductive, multi-stage study of 531 UK corporate directors (exploratory roundtables, survey, matched-stimulus roundtables, and follow-up interviews, 2024–2026), we document that directors distinguish three dimensions of GenAI’s competitive implications: competitive differentiation, firm displacement, and industry disruptio

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Mar 4
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...

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Nov 24, 2024
How Grab Navigated and Changed the Industry Architecture of Mobility in Southeast Asia.
Our inductive case study of the mobility industry in Southeast Asia shows how an innovative digital platform entrant, Grab, first tried...

Admin
Feb 7, 2022
Ecosystems and Competition Law in Theory and Practice
One of the most profound changes in the industrial landscape in the last decade has been the growth of business ecosystems- groups of...

Admin
Nov 18, 2021
Why Regulation of Tech Platforms Is the New Game Changer for Strategy
The formerly sleepy world of regulation has just become the hot new thing. Rules are being drawn up now that will fundamentally reshape...

Michael G. Jacobides
Nov 5, 2021
Regulating Platforms and Ecosystems: An Introduction
Digital technologies and modular production methods have led to the emergence of a new generation of global leaders which cement their...

Michael G. Jacobides
Oct 19, 2021
Introduction to the Industrial and Corporate Change Special Issue
Digital technologies and modular production methods have led to the emergence of a new generation of global leaders which cement their...

Michael G. Jacobides
Jul 28, 2021
The Evolutionary Dynamics of the Artificial Intelligence Ecosystem
We analyze the sectoral and national systems of firms and institutions that collectively engage in Artificial Intelligence (AI). Moving...

Admin
May 1, 2021
Four Strategies to Orchestrate a Digital Ecosystem
There is something sublime about a well-played symphony. The woodwinds and the strings, the brass, and even the percussion hang so well...

Christoph Lechner
Sep 9, 2020
Platforms and Ecosystems: Enabling the Digital Economy
Digital platforms are expanding across economies, reshaping the business models of a wide range of industries, from finance and...

Michael G. Jacobides
Feb 1, 2019
Towards a theory of ecosystems
Research Summary: The recent surge of interest in “ecosystems” in strategy research and practice has mainly focused on what ecosystems...

Carmelo Cennamo
May 2, 2018
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