Insights

Ideas for the decisions ahead.

Perspectives on economics, technology and industrial transformation.

01

Start with the decision, not the model.

A practical lens for selecting useful AI projects.

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02

A value-chain strategy begins with capabilities.

Connecting investment ambition to a credible path for upgrading.

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03

The economic questions behind AI markets.

A framework for examining a changing competitive landscape.

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What decision comes next?

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