Data as a reusable enterprise product
How stronger data foundations, governance and product thinking can turn fragmented information into a scalable source of decision advantage.
Read articleRelated macro
Transportation and mobility services
Strengthen network economics and customer value as demand, capacity and technology reshape how people move across transportation systems.
Discover the macroEditorial overview
Articles
The AI workforce is an operating-model question
How companies can redesign roles, skills and capacity around the work that AI should automate, augment or leave to people.
Read articleFocus
Real estate is moving from yield compression back toward operating performance
With financing conditions stabilizing, asset value increasingly depends on cash-flow quality, sector fundamentals and active operating capability.
Power availability is becoming the real constraint on the AI infrastructure boom
Data-center demand is accelerating while grid congestion, connection queues and construction economics limit where capacity can actually be built.
Strategic challenges
What happens when AI agents begin choosing platforms on behalf of users?
The challenge is defending network effects when discovery and purchasing increasingly happen through interfaces the marketplace does not control.
Can autonomous operations scale beyond isolated high-performing plants?
The challenge is integrating intelligent systems across ageing assets, fragmented data and manufacturing networks with uneven maturity.
POV
Owning the resource does not guarantee control of the supply chain
The strategic chokepoint may sit in refining, processing or trade policy rather than beneath the ground.
Scale is becoming less valuable when it slows adaptation
The strongest consumer businesses may be those willing to simplify portfolios faster than changing demand forces them to.
Strategic impact
New care models can shift scarce clinical capacity toward higher-value work
Virtual care, automation and redesigned pathways can change where patients are treated and which tasks require specialist intervention.
Volatile food markets reward supply flexibility more than perfect forecasting
Multiple sourcing paths and responsive pricing become more valuable when category-specific shocks disrupt otherwise stable global supply.
What we observe
Platforms often assume existing network effects will protect them from new interfaces
AI-driven discovery can weaken direct user relationships even when underlying marketplace liquidity remains strong.
Banks often treat AI as a productivity program when it is becoming market infrastructure
As automated decisions spread across trading and credit, shared models and technology dependencies can create risks beyond individual firms.