BLOGDatanomics and strategy

A blog and a newsletter on competition and value creation with data and analytics.

Comments, examples, methodologies and research.
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As more and more objects are connected to the internet, real-time data is generated massively. Sensors in smartphones, cars, manufacturing equipments or infrastructures collect data about the product use and its environment. Sent to a cloud server, data are used to predict future events and make better business decisions. How value is created and captured...

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Over the last two decades, open source has become a significant and sometimes dominant distribution channel and business model for software. Companies like Open AI (at the beginning) and Hugging Face have based their success on this model. Other companies, such as Meta have used open source to weaken a competitor’s position. How to decide...

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How to differentiate signal from noise in generative AI?  On the one hand, McKinsey predicts that generative AI could add the equivalent of $2.6 trillion to $4.4 trillion annually. On the other hand, we have plenty of studies (even from McKinsey) which conclude that value capture is much harder to achieve than what predictions estimate...

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