engagement 01 · business + marketplace models

AI Strategy

Most AI strategies are technology plans wearing a strategy title. They skip the two models that actually determine returns: how the business makes money, and how the marketplace moves around it.


Most AI strategies are technology plans wearing a strategy title. They inventory capabilities and pick projects, and they skip the two models that actually determine returns — so the strategy optimizes for building things rather than capturing value, and the results disappoint on schedule.

The two models strategy stands on

This engagement builds them. The first is the business model clearly defined: how the enterprise creates and captures value, and why it does it that way. The second is the marketplace model — competitors, partners, and the dynamics between them — anchored in a Sustainable Technical Advantage and Ecosystem Strategy framework, so the plan accounts for how your position holds up over time, not just how it looks today. It builds directly on the technology model.

Fund it with conviction

Together they remove the understand-the-business-model and align-to-the-marketplace bottlenecks. A strategy grounded in both is one you can fund with conviction and defend under pressure, because it's built on how value actually flows — not on which technologies happen to be available. This is typically where a broader transformation engagement begins.

Most AI strategies are technology plans wearing a strategy title.