the great unbundling of suite empires
AI agents are eating away the app-first value prop of Adobe, Microsoft and Salesforce
AI agents are eating away the app-first value prop of Adobe, Microsoft and Salesforce
What strategy and insights leaders need to reframe for executives now
The most important shift in the labor market won’t be robots taking over hospitals or law firms - it will be a younger, AI-native, globally-connected workforce displacing the U.S. service class.
Costs are rising. Supply chains are tightening. Automakers who aren’t moving now will be scrambling for survival tomorrow.
Executives across the supply chain—electronics, drivetrain, steel, software, semiconductors—are in the middle of a three-front war.
Increased tariffs by the U.S. will trigger global backlash, upending the traditional playbook for U.S. companies operating internationally.