Which Companies Will Win in the Age of Artificial Intelligence
Drawing on MIT researcher Andrew McAfee's work, this analysis explores how AI is dismantling the 20th-century moats of scale, capital, and distribution in favor of fast-iterating "geek" management cultures and proprietary data advantages. Through case studies like SpaceX and Netflix, it shows how incumbents lose ground when they can't rapidly experiment and cannibalize their own models, while highlighting three key trends: value creation shifting toward younger, West Coast-style tech companies, and Europe's widening competitiveness gap versus the US. The piece closes with practical lessons for businesses—including Ukrainian companies—on measuring AI's real economic impact rather than chasing buzzwords.
Viktor Halasiuk🇬🇧🇵🇱🇷🇺🇺🇦