The future of competition is shifting from individual products to the underlying systems that enable them, according to Dr. Aditya V Kashyap. This paradigm shift means that companies which design and govern these foundational architectures, rather than just producing goods, are poised to capture disproportionate value. Examples like NVIDIA's CUDA platform, Apple's App Store governance, and Amazon Web Services illustrate how controlling the ecosystem and infrastructure can be more strategically advantageous than focusing solely on product innovation. AI
IMPACT This perspective suggests that AI companies focusing on foundational platforms and infrastructure will likely capture more value than those solely developing AI products.
RANK_REASON Article discusses a strategic shift in business competition, framed by an expert's opinion, rather than a specific event.
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