Why
AI is changing the world order. We are seeing a shift in values. The project is investigating where the next business opportunities lie and what form they will take.
The Value Relocation Framework
This is the framework we call Value Relocation. It doesn't just explain AI. It helps explain almost every major technological transition—from the steam engine to the internet to generative AI. Technology changes. The economic pattern doesn't. That's why we believe leaders should spend less time predicting the next technology...
...and more time identifying the next scarcity.
Because that's where tomorrow's value will be created.
The Scarcity Portfolio
The Scarcity Portfolio describes the collection of scarce assets your business depends on to create value. Ask yourself:
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What do customers pay us for because it's difficult to find elsewhere?
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Which capabilities can't easily be copied?
- Which assets become more valuable as AI becomes more capable?
If you can't answer those questions, you're managing yesterday's business. Because every competitive advantage is built on some form of scarcity. The companies that will thrive in the AI era won't just invest in new technologies. They'll continuously reinvent their Scarcity Portfolio. That's the strategic shift.
