"How to Create Uncontested Market Space and Make the Competition Irrelevant -- Traditional corporate wisdom tells companies to fight it out between themselves to win greater market share. A brave new strategic direction is changing this. Instead of battling in the bloodied red waters of the existing market space, why not move to the pristine blue waters of previously untapped markets? Don't compete with rivals - make them irrelevant. INSEAD Professors W. Chan Kim and Ren�e Mauborgne outline an exciting new strategy framework, opening a fresh and vibrant way to earn strong profitable growth and win in the future."
The trillion-dollar cloud hyperscaler build-out was underwritten by a simple bet: that enterprises would keep paying a premium for Frontier AI compute indefinitely. The latest market data suggests that AI infrastructure investment is being tested faster than anyone budgeted for, and the shift is not a forecast. It already happened. The Market Flipped in a Year Juniper Research reports that American frontier labs -- Google, OpenAI, and Anthropic among them -- previously accounted for roughly 70 percent of the work run through OpenRouter; the open marketplace where developers choose between competing models. Today that share has fallen to around 30 percent. Why? Chinese models are now running for up to 90 percent less than their U.S. counterparts on the OpenRouter platform. It's not a gradual erosion. It is a market share collapse, and it happened inside a single budget cycle. Cheap Wins Volume, Quality Still Commands a Premium The economic picture is not uniformly bearish for Wester...