What's Next with Philip Meissner Knowledge: The New Rules of Competition in an AI World
Dec 16, 2025
In this engaging discussion, Sangeet Paul Choudary, an author and strategist known for his insights on platforms and AI, unpacks how AI is transforming the competitive landscape of the knowledge economy. He explains how AI makes knowledge abundance a reality, shifting the focus from doing the work to governance and smart risk management. Choudary warns against the dependency on AI tools and advocates for coordination over automation. His optimism shines through as he discusses the evolving role of expertise and the potential for human ingenuity in an AI-driven future.
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AI Repositions Value In Value Chains
- AI is an input that can enter any value chain and shift where value sits.
- When formerly scarce inputs become abundant, competitive advantage reshuffles.
Scarcity Becoming Abundance Drives Reshuffle
- Competitive advantage shifts when scarcity becomes abundance and value commoditizes.
- AI makes many forms of knowledge work far more accessible and changes industry economics.
Plastics Example: From Compounding To Matching
- In plastics, AI collapses the cost of compounding by running in silico simulations to generate many new formulations.
- Value shifts from making compounds to matching, trusting, and choosing the right formulations for use cases.