The Futurists The AI Reshuffle
Oct 7, 2025
Sangeet Paul Choudary, a leading expert on the platform economy and author of The Reshuffle, shares insights on how AI is set to revolutionize industries. He challenges the simplistic views of AI's impact, emphasizing that it's not just a redistribution of wealth but a complete system overhaul. Through examples like container shipping and the smartphone, he illustrates how technology shapes market dynamics. Choudary explains AI's role in transforming tasks and coordination within firms, advocating for a nuanced understanding of its potential.
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AI Reorganizes Systems, Not Just Tasks
- AI will reshape entire systems, not just automate tasks, changing what output and value mean.
- The pie grows but gets cut differently as industries reorganize around new capabilities.
Container + Barcode Changed Trade
- The shipping container and barcode are 'dumb' technologies with massive system effects.
- Their combination transformed logistics and global trade far beyond their simple designs.
Digital Reorganizes Markets
- Digital is not just a channel shift but a way to reorganize markets and own market-making rules.
- Platforms decouple value creation from capture by controlling rules and aggregation.
