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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
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Oct 11
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...
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Jun 24
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
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
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...
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Jun 30, 2023
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...

Michael G. Jacobides
Jan 13, 2023
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...

Michael G. Jacobides
Jan 3, 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...
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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 18, 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 27, 2021
Digital Platforms and Ecosystems in Healthcare: Promises and Pitfalls
COVID-19 has shown how digitization can transform business and society. However, it has also exposed serious vulnerabilities in...
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May 10, 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...
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Apr 30, 2021
What Drives and Defines Digital Platform Power?
The seemingly inexorable growth of the leading platform businesses coupled with the growing wave of complaints about platform businesses’...

Michael G. Jacobides
Apr 18, 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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Apr 11, 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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Jan 8, 2021
Regulating Big Tech in Europe
Why, so what, and how understanding their business models and ecosystems can make a difference
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Dec 20, 2020
First Steps, Far to Go
The Promises and Pitfalls of Platforms and Digital Ecosystems in Healthcare
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Dec 4, 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...

Michael G. Jacobides
Jul 24, 2020
In the Ecosystem Economy, What’s Your Strategy?
When Nestlé was preparing to go mainstream with Nespresso, its single-use espresso capsule, it knew that users would need a machine...

Michael G. Jacobides
Aug 31, 2019
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