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Platforms, AI, and the Economics of BigTech
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Platform Strategy
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The many fallacies of 'AI won't take your job, but someone using AI will'
True, but utterly useless
Apr 13, 2025
•
Sangeet Paul Choudary
1,074
135
226
The skeptic's guide to consuming AI research with a pinch of salt
Theoretically rigorous studies aren't enough if they study only a part of the picture
Jun 17
•
Sangeet Paul Choudary
22
2
2
The Jevons Misunderstanding
Stop saying Jevons Paradox to get to simplistic, reassuring answers
Jun 7
•
Sangeet Paul Choudary
64
21
7
How to reimagine your work in the age of AI
How to unbundle and rebundle a book, a newsletter, or your next deliverable
May 31
•
Sangeet Paul Choudary
61
7
7
US vs China: How to win the wrong AI race
The US is trying to win the AI race. China is playing an entirely different game.
Jan 11
•
Sangeet Paul Choudary
81
16
18
Most Popular
View all
Humans as 'luxury goods' in the age of AI
Apr 27, 2025
•
Sangeet Paul Choudary
345
65
100
The Building Blocks Thesis - Volume 1
Apr 26, 2022
•
Sangeet Paul Choudary
38
4
AI won't eat your job, but it will eat your salary
Feb 25, 2024
•
Sangeet Paul Choudary
147
22
17
Don't sell shovels, sell treasure maps
May 4, 2025
•
Sangeet Paul Choudary
227
27
50
Recent posts
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The Not-so-Lazy Holiday Reading List
Laziness as competitive advantage
Dec 28, 2025
•
Sangeet Paul Choudary
60
5
6
The 'bento box' guide to the Reshuffle of professional services
What Japanese lunches and present-day Hollywood teach us about the future of the professions
Nov 30, 2025
•
Sangeet Paul Choudary
61
4
10
The slow incumbent fallacy
Why incumbents fail is about a lot more than just organizational inertia
Oct 26, 2025
•
Sangeet Paul Choudary
31
1
4
The problem with agentic AI in 2025
Too much automation can blind you to the real opportunity
Oct 5, 2025
•
Sangeet Paul Choudary
124
34
22
Reshuffle and biopolitical power
Briefing #2
Sep 24, 2025
•
Sangeet Paul Choudary
6
Generative AI
View all
The Jevons Misunderstanding
Stop saying Jevons Paradox to get to simplistic, reassuring answers
Jun 7
•
Sangeet Paul Choudary
64
21
7
US vs China: How to win the wrong AI race
The US is trying to win the AI race. China is playing an entirely different game.
Jan 11
•
Sangeet Paul Choudary
81
16
18
The 'bento box' guide to the Reshuffle of professional services
What Japanese lunches and present-day Hollywood teach us about the future of the professions
Nov 30, 2025
•
Sangeet Paul Choudary
61
4
10
The problem with agentic AI in 2025
Too much automation can blind you to the real opportunity
Oct 5, 2025
•
Sangeet Paul Choudary
124
34
22
The 'data moats' fallacy
Moats are never about data alone
Sep 7, 2025
•
Sangeet Paul Choudary
37
1
1
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Ecosystem
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The slow incumbent fallacy
Why incumbents fail is about a lot more than just organizational inertia
Oct 26, 2025
•
Sangeet Paul Choudary
31
1
4
Figma - The untold story
Architecture eats execution for breakfast
Aug 17, 2025
•
Sangeet Paul Choudary
63
11
9
The AI 'arms race' fallacy
The future of globalization in the age of AI
Feb 4, 2025
•
Sangeet Paul Choudary
28
11
2
Chegg, ChatGPT, and the changing nature of change
Change is no longer constant, when the nature of change itself changes
Nov 19, 2024
•
Sangeet Paul Choudary
58
5
4
Tesla, SpaceX, and the economics of Stack Thinking
How to create new industries ground-up
Mar 31, 2024
•
Sangeet Paul Choudary
31
7
1
Platform Strategy
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Openness is a rug-pull, digital strategy is really about leakiness
Openness writes your PR spiel, leakiness books your profits
Sep 21, 2025
•
Sangeet Paul Choudary
37
3
9
Quick commerce and the seductive lies of network effects
From Uber to Zepto - why some models work in local markets and others don't
Oct 20, 2024
•
Sangeet Paul Choudary
29
3
2
The retailer-to-marketplace trap
Why retailers shouldn't build marketplaces - and what they should do instead
Oct 1, 2024
•
Sangeet Paul Choudary
38
11
The false bundles of the platform economy
The subtle lies of bundling convenience with extraction
Mar 27, 2024
•
Sangeet Paul Choudary
25
4
3
Spotify, connected cars, and open banking - Platforms or glorified distributors?
Gaining power in concentrated markets
Mar 10, 2024
•
Sangeet Paul Choudary
24
2
5
Playbooks
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The 2024 Tech Strategy Toolkit
Nine sources of tech-based competitive advantage
Dec 28, 2023
•
Sangeet Paul Choudary
92
2
4
The #Web3 Builders Playbook
Crypto might be dead, but long live Web3
Dec 1, 2022
•
Sangeet Paul Choudary
14
Ecosystem strategy mapping - A playbook for digital ecosystems
The art of war... and play... for platform ecosystems
Aug 30, 2022
•
Sangeet Paul Choudary
24
The Building Blocks Thesis - Deep-Dive Report
The entire Building Blocks thesis launches today as a downloadable report
May 26, 2022
•
Sangeet Paul Choudary
19
4
The State of the Platform Revolution
A 90-page deep-dive on the key themes of the platform economy for a post-covid world
Dec 20, 2020
•
Sangeet Paul Choudary
42
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