Jan Bosch
☀️ Summer break: The blog is taking a short vacation and will return in the middle of August. Thank you for reading — see you then! I’ve spent the past months writing about how artificial intelligence is reshaping software-intensive businesses. I’ve approached different facets of this transformation: compliance as a competitive moat, the data advantage, … Read more
I started this series some months ago by writing about how startups build competitive advantage. I looked at compliance as a competitive weapon, the role of data, two-sided markets and technology as a democratizing force. The implicit framework was familiar from twenty years of writing about software businesses: You identify a market, raise venture capital, … Read more
For most of the past three years, European AI sovereignty has been discussed primarily as a political aspiration. EU regulators talked about it. National governments funded research programs around it. Industry conferences featured panels on it. But for the vast majority of European enterprises actually deploying AI in production, the operational reality was that the … Read more
For most of the past decade, the most consequential advances in artificial intelligence have happened in software. Language models, recommendation engines, image classifiers, predictive analytics: the defining products of the AI era have been things you interact with on a screen. The physical world, by contrast, has remained largely resistant to the same transformation. Robots … Read more
For most of the past three years, the conversation about enterprise AI has been dominated by a single assumption: Bigger is better. Each successive generation of frontier models has been larger than the last, more expensive to train, more capable across a wider range of tasks and more central to the strategic positioning of the … Read more
Since the introduction of ChatGPT in 2022, artificial intelligence in the enterprise has been fundamentally assistive. AI systems have answered questions, generated suggestions, summarized documents and flagged anomalies. Humans have long remained firmly in control of every consequential action. The AI provided input; the person made the decision and pressed the button. This was a … Read more
Two-sided markets are among the most powerful business models in the digital economy. Instead of selling a product to a single customer group, you build a platform that connects two distinct communities that benefit from interacting with each other. The platform becomes valuable precisely because it attracts both sides simultaneously. Each new participant increases the … Read more
Over the last decade, companies have increasingly discovered that the most valuable assets they possess aren’t necessarily their products, their brands or even their intellectual property. It’s their data. Data about customers, markets, operations and competitors has become the raw material from which modern companies derive insights, predictions and, ultimately, competitive advantage. However, collecting and … Read more
One of the most powerful effects of technology isn’t that it makes things faster or cheaper; it’s that it fundamentally changes who gets access. For decades, access to expertise has been constrained by geography, cost and availability of professionals. If you needed medical advice, psychological support or even something as seemingly simple as a vision … Read more
For decades, regulatory compliance has been treated as a necessary tax on doing business. It’s something organizations endure rather than leverage: teams manually interpret regulations, create controls, document evidence and prepare for audits. The audits often happen months after the actual work was conducted. The result is high cost, slow feedback and a compliance function … Read more
