Business Models
Of gold and shovels in the IoT
Geographically speaking, these IoT gold mines are everywhere, but the developed economies hold the potential to bring forth more IoT value in economic terms.
GE Hits a Reset on Predix
GE's reset on Predix shows how industrial software strategy fails when ambition outruns focus, and why domain-specific solutions matter more than rebuilding the entire stack from scratch.
2020's Top Platform Companies
Despite a devastating pandemic and a moribund economy, many platform businesses not only survived but also thrived, scaled and prospered in 2020.
Platform-spotting: How to identify platform in your product?
Most successful platform companies began as products. This article introduces a simple framework—Identity, Moat, Interactions, Network Effects and Differentiation—to help identify platform opportunities within existing products and services.
Platform Playbook: Essential Reads for Mastering Platform Business Models
A curated reading list for understanding platform economics, network effects, governance, and the strategic choices behind successful platform business models.
Market Reorganization, Not 'Platform Shift': Reframing the AI Debate
Generative AI is better understood as a market reorganization force that strengthens existing platforms through integration, rather than as a new platform layer in its own right.
Why Your AI Investment Isn't Working
Many AI initiatives fail not because the technology is weak, but because silence, uncertainty, knowledge gaps, and system-level barriers prevent practical adoption at scale.