· analysis · economic power · omer taki · march 2026

AI does not create value
uniformly.
It concentrates it.

The question is not whether AI creates value in your sector. It does. The question is who captures it : and whether you are positioned to be among them.

AI amplifies existing advantages. It does not redistribute them.

AI does not democratise competitive advantage. It amplifies it. Organisations that already have data advantages, distribution scale or brand authority use AI to extend those advantages further. Those without them find AI accelerates the gap.

In most sectors, this redistribution is already underway. It will not show up in your KPIs before it becomes irreversible.

In most sectors, value is concentrating toward three types of actors: data owners (organisations with proprietary data that improves AI model performance), platform controllers (who own the AI infrastructure that others depend on), and decision owners (who maintain control over critical decisions that AI informs but does not replace).

AI does not create value uniformly. It concentrates it toward those who already control the leverage points.
· 3 signals you are already losing value

01 - Your customer or operational data transits through external AI platforms. You enrich them. You no longer fully own them.

02 - An adjacent player has started offering, via AI, services you previously provided as differentiators. The entry barrier has collapsed.

03 - Your teams use the same tools as your competitors. Productivity increases. Competitive advantage stagnates.

Where margins are moving in your sector.

upstream
To data & model owners
Organisations that control proprietary training data capture a structural advantage that compounds over time. Others become dependent on their models.
platform
To infrastructure controllers
Cloud providers, AI API vendors and platform owners capture value from every organisation that depends on their infrastructure : including your competitors.
decision
To those who stay in control
Organisations that maintain human decision control over critical processes retain accountability, trust and the ability to differentiate : while automating non-critical operations.

The strategic question: where are you in this map?

· the analysis

A rigorous economic power analysis maps where value is migrating in your specific sector, which actors are capturing it, what your current position is, and which strategic moves preserve or improve your position over 3 to 5 years. This is not macroeconomic analysis. It is positioning intelligence specific to your competitive context.

→ related intervention
AI due diligence in acquisitions →
If you are in an acquisition process, the question becomes immediate: what you are buying : is it an AI asset, or a dependency trajectory?
· tointelligence

The redistribution of value in your sector is underway.
Are you seeing it?

We produce a strategic reading of your real position : where value is migrating in your sector, what you still control, what you are already ceding.

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