If you haven't read his book on Platform's - take a look
Reshuffle is different because it doesn’t try to explain the impact of AI through the familiar lenses of automation and productivity.
The book looks at explaining the impact of AI through the lens of systems thinking:
How AI both unbundles and rebundles economic systems, reshaping the future of work and competition,
Why some changes that we predict will actually happen, while others won’t, not because the technology isn’t there but because our prophecies ignore the theory of constraints. The book takes a fresh take on system constraints once AI comes in, applying them to structural issues instead of operational ones, to clarify which changes will actually happen, which won’t, and what conditions must be met before they do,
Where value will flow next, revealing which parts of an economic system will gain power and which will be left behind, and
Who gets a bigger slice of the pie, with clear frameworks for understanding how AI-driven shifts in power will determine the winners and losers of the new economy.
Sangeet's Substack: Platforms, AI, and the Economics of BigTech