Author
Antoine Buteau

Antoine Buteau

3 min read Free

Seven Powers in the AI Era Series #4: Counter-Positioning: The AI Move Incumbents Cannot Copy Cheaply

Counter-positioning is the most abused strategy story in AI. Every startup wants to believe incumbents cannot respond. Sometimes that is true. Often it is wishful thinking with a pitch deck. Counter-positioning means a new entrant adopts a model that an incumbent cannot copy without damaging its existing business.
3 min read Free

Seven Powers in the AI Era Series #3: Network Economies: Workflow Networks Beat User Counts

Network effects are claimed far more often than they exist. The AI era will make this worse. Every company with users, data, or shared templates will be tempted to say the network gets stronger as more people join. Usually it does not. More users are nice. They are not automatically
3 min read Free

Seven Powers in the AI Era Series #2: Scale Economies: When AI Makes Size Matter Less, Then More

Scale economies are easy to misunderstand in AI. The lazy version says: AI lowers marginal cost, so scale matters less. The equally lazy counter says: AI requires huge compute budgets, so only giants win. Both are sometimes true. Neither is strategy. Scale economies exist when unit costs improve as volume
3 min read Free

Seven Powers in the AI Era Series #1: Seven Powers in the AI Era

AI strategy has a bad habit of sounding bigger than it is. Every few months, someone declares that moats are dead. Then someone else declares that the old moats are stronger than ever. Both takes are usually too neat. AI does not abolish strategy. It changes which advantages compound, which
1 min read Free

The Implementation Economy — Series Index

The Implementation Economy is a 10 part series. Use this index as the table of contents and read the posts in order. Read the series in order The...
4 min read Free

The Implementation Economy Series #10: The Implementation Operating System

Implementation cannot depend on heroic coordinators forever. Heroics are useful in emergencies. They are terrible as an operating model. If every customer requires a different improvised plan, every launch depends on a few senior people, and every scope issue becomes an executive negotiation, the company does not have an implementation
4 min read Free

The Implementation Economy Series #9: The Post-Go-Live Adoption Loop

Go-live is a door, not a destination. The product is configured. Users are trained. The first workflow is available. The launch is real. But the customer has not necessarily realized value yet. The dangerous moment comes right after go-live, when the implementation team starts to disengage, customer success
4 min read Free

The Implementation Economy Series #8: Turning Services Into Product Without Lying to Yourself

Every implementation-heavy software company eventually says the same sentence: "We will turn the services work into product." Sometimes that is true. Sometimes it is a bedtime story for investors, founders, and tired delivery teams. Services can absolutely become product. Repeated implementation work is one of the best
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