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

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All businesses, once they achieve a leading market position try to defend themselves against potential competitors. Business moats, a term coined by Warren Buffett, are competitive advantages a company establishes to protect its market position and profitability from competitors, just as a moat protects a castle from invaders. When it comes to Generative AI, would...

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Sharing goes mainstream, and the news is full of data sharing agreements between companies and within industries. In addition, intermediaries are every year more numerous to position as enablers of data sharing. When taking a closer look at these initiatives, one immediately concludes that not all sharing agreements are equal and strategic motives govern each....

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