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Platforms, AI, and the Economics of BigTech

Platforms, AI, and the Economics of BigTech

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The Not-so-Lazy Holiday Reading List
Laziness as competitive advantage
 • Sangeet Paul Choudary

November 2025

October 2025

The slow incumbent fallacy
Why incumbents fail is about a lot more than just organizational inertia
 • Sangeet Paul Choudary
The problem with agentic AI in 2025
Too much automation can blind you to the real opportunity
 • Sangeet Paul Choudary

September 2025

Reshuffle and biopolitical power
Briefing #2
 • Sangeet Paul Choudary
Openness is a rug-pull, digital strategy is really about leakiness
Openness writes your PR spiel, leakiness books your profits
 • Sangeet Paul Choudary
When supply chain power meets ecosystem power
Briefing #1
 • Sangeet Paul Choudary
The 'data moats' fallacy
Moats are never about data alone
 • Sangeet Paul Choudary

August 2025

From railroads to Roblox - Designing an AI-first economy
Unbundling and rebundling transform workflows, but also economies
 • Sangeet Paul Choudary
You think you are AI-first, but you probably aren't
What Venetian merchants and the railroad pioneers teach us about our current moment in AI
 • Sangeet Paul Choudary
Figma - The untold story
Architecture eats execution for breakfast
 • Sangeet Paul Choudary
Five unlikely books to understand how AI transforms the economy
Not a single book about AI, though
 • Sangeet Paul Choudary
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