The industries best at turning AI into productivity growth will likely see the fiercest margin erosion — not the strongest profits. HBR describes a winner's curse: cost advantages spur price cuts, triggering competition that erodes margins for everyone. The firms that invest most in AI productivity may find the gains flow to customers, not shareholders. A fundamental challenge to the assumption that AI investment equals AI returns.
_{^{Article · 10 min}}

_McKinsey
Building an ecosystem of geopolitical insights
^{Article · 10 min}

_{Peterson Institute}
The Strait of Hormuz closure: What happens to trade and shipping?
^{Analysis · 15 min}

_{Kellogg Insight}
How big companies use patents to play defense
^{Article · 10 min}

_{Harvard Business Review}
AI and IT teams often clash. But they don’t have to
^{Article · 10 min}

_McKinsey
Powering AI: How real is the risk of overbuilding?
^{Article · 10 min}

_{Kellogg Insight}
How a different AI approach can cut the queue
^{Article · 8 min}

_{Kellogg Insight}
To spot AI fakes, a little training goes a long way
^{Article · 8 min}

Know someone who’d find this useful? Forward this email or share the signup link:
Register here to receive Lens Daily.

We’re inundated with “thought leadership” that’s good, bad, and indifferent.
Lens Daily brings the best of the best into focus.
Subscriptions may be required to view some content.