AI. INDUSTRIES. COMPETITIVE ADVANTAGE.

HOW AI CHANGES COMPETITIVE ADVANTAGE

Understand how AI changes your industry and what it means for your business.

THREE WAYS TO USE RESHUFFLE ResearchUnderstand the changes in your industry. 01 The BookUnderstand the thesis and explore the concepts. 02 AdvisoryDevelop your strategy or your client advisory playbooks. 03

EXPLORE THE RESEARCH

Research into industries and competitive advantage

Explore how changing capabilities reshape industries, business models and the work firms perform.

ELECTROMOBILITY New research

The Electromobility Reshuffle

Electric vehicles shifted competition beyond the car to batteries, software and charging - a classic industry reshuffle driven by rapidly evolving capabilities. Analyze these shifts to see how new technologies change an industry's structure and how players adapt.

Explore electromobility

COMMERCE

How AI lab partnerships restructure commerce

Frontier AI labs are entering commerce through partnerships. Examine how these agreements divide control over customer access and responsibility for completing transactions, to restructure the industries they partner into.

Explore commerce

PROCUREMENT Observatory

How AI agents reshape procurement

AI agents restructure the B2B buying journey much like digital recommendation systems restructured the B2C buying journey. Explore how these changes restructure workflows and control among buying firms, suppliers and procurement platforms.

Explore procurement

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THE THESIS

AI changes what firms do, own and control.

Reshuffle shows how AI changes the capabilities businesses need, the work they perform and the partners they depend on. Use the thesis to examine how your business model and competitive position need to change.

It builds on 15 years of our work on platforms, ecosystems and industry change.

Explore Reshuffle →