Strategic Intelligence

Insights on long-term vision, business transformation and executive decision-making.

• Agentic commerce: where a brand's value lives when buying is delegated
  A layer of software agents is settling between brands and their customers. The product isn't threatened. The buying relationship, however, changes hands. And that's where value is at stake.
• AI in the enterprise: the architectural work that falls to the leader
  Thinking about the enterprise in the face of AI is neither an HR matter nor an IT matter. It is a strategic architectural work that falls to the leader.
• Coordination tax: why AI gains don't (yet) show up in your margins
  Many companies have deployed AI without seeing their margins move. The brake rarely lies in the tool, but in where it is plugged in: an organization designed before AI.
• Agentic AI: the trade-offs awaiting executives before deployments
  AI agents are crossing the threshold into enterprise production this year. For an executive, the real question is no longer whether to adopt the technology, but how to arbitrate three gaps that, if left unaddressed, will install lasting dependencies that are hard to undo.
• Full-stack AI: beyond the buzz, a question of strategic control
  The concept of 'full-stack AI company' is electrifying investor circles. But behind the jargon lies a more ancient and fundamental question: who controls the value chain? For SMEs and mid-caps, the answer doesn't necessarily involve replacing existing players. It involves the platform.
• Beyond EBITDA: why investors value platform businesses differently
  Digital transformation should no longer be perceived as a cost center. For SME and mid-cap leaders, the real challenge of 2026 is to convert their technology investments into strategic assets that multiply their company's valuation.
• Artificial intelligence and digital platforms: the crucial challenge of trust.
  Digital platforms have become the engine of current commercial exchanges. But AI, a central component of these systems, strongly impacts the fundamental notion of trust within digital ecosystems.
• Trust arrives on foot but leaves in a Lamborghini.
  "Trust is the most important currency in the business world." If trust is important for any company, it is even more crucial & critical for platforms.
• Ease, ease, ease
  When the platform erases friction: lessons from a transformed healthcare journey. Platforms that succeed don't sell technology: they methodically eliminate obstacles in the customer journey.
• All that glitters is not gold.
  The race to platform models closely resembles the 1848 gold rush: many are called, few are chosen. For SME and mid-cap leaders, the real question is not becoming the next Uber, but understanding where value really lies.