Platforms, AI, and the Economics of BigTech

Sangeet Paul Choudary
Your weekly guide to strategy and policy in the age of platform ecosystems and AI.
Created 21 Jan 2020
  • The emerging financial services value stack
    21 Nov 2021 • 13 min read • 13 0
    One of the emerging themes of the platform economy is the shift from vertically integrated value chains to horizontally layered value stacks. This is happening across industries but the financial serv...
  • Unbundling the unbundlers - The end of winner-takes-all
    22 Aug 2021 • 5 min read • 33 0
    Global scale networks, venture funding, data hoarding, and capital-labor inequality have come together to find a new home in the platform economy. Platforms concentrate and create winner-take-all econ...
  • Vehicle thinking - How to win in the creator economy
    22 Jun 2021 • 8 min read • 21 0
    Down with the platforms! Power back to the creators! Chants of the rise of the creator economy have grown increasingly more strident over the last couple of years. And there are undeniable shifts that...
  • How to regulate Facebook and Google - Hint: NOT as platforms
    01 May 2021 • 4 min read • 14 0
    The common narrative today - and also in a lot of my work, including Platform Revolution - frames Facebook, Google, and Twitter as multi-sided platforms. Are Facebook, Google, and Twitter multi-sided?...
  • The lego-blocks for the future of healthcare
    04 Mar 2021 • 8 min read • 8 0
    When every company becomes a tech company, every industry will stack up like a tower of lego blocks. BigTech platforms are setting up their own set of lego blocks to create control points across the h...
  • From Shopify to Unity: The picks and shovels of the new gold rush
    14 Feb 2021 • 5 min read • 18 0
    Don’t mine gold when you can sell shovels! In the as-a-service economy, everything is a shovel. When every function in the value chain can be modularized and provided as-a-service, it doesn’t take a g...
  • The State of the Platform Revolution 2021
    20 Dec 2020 • 9 min read • 37 0
    It’s finally here! I’m thrilled to announce the launch of our annual report on the key themes of the platform economy for the year 2020-21. (Download link towards the end of the email) The bizarreness...
  • The age of platform regulation is finally here
    13 Dec 2020 • 11 min read • 15 0
    Last week, 46 states across the US hit Facebook with a massive lawsuit. As recently as yesterday (Dec 12, 2020) California joined the US antitrust lawsuit against Google. Meanwhile, Cydia - the iPhone...
  • The K-shaped recovery of the platform economy in 2020
    05 Dec 2020 • 11 min read • 19 0
    2020 was the year when we worked across the alphabet in our attempts to explain how the economy would recover from the pandemic. It is now increasingly believed that the pandemic further exacerbated i...
  • China's country-level platform strategy - A detailed teardown
    26 Nov 2020 • 11 min read • 16 0
    A key theme of my work has been looking at country-level platform strategies to gain geopolitical leadership. One of my previous works on this topic outlined a platform strategy for Singapore, which h...
  • View More on Substack »