A strategic analysis of competitive advantage in the AI era One of the foundational assumptions of the software industry has always been that great products create durable competitive advantages. For decades, investors, founders and executives operated under the same logic: if you could build something meaningfully better than the alternatives,
Why We No Longer Buy Products In 1962, Theodore Levitt published one of the most influential ideas in business history : People do not want a quarter-inch drill, they want a quarter-inch hole. The observation seems almost trivial. Yet it contains a profound truth about how economies evolve. Customers
Preparing for my keynote at Engage.Paris forced me to revisit a question I've been thinking about for some time:What is actually changing in software? The obvious answer is AI. Agents, automation and productivity gains have become the dominant narrative across the industry. Yet the more I
Over the past few years, I've found myself spending less time thinking about software and more time thinking about economics. That may sound like an odd shift for someone who has spent most of his career working in B2B software. Yet the more conversations I have with founders,