Thought leadership, research, and analysis from AGG's founding team and EIR network on AI replatforming, platform transition risk, and portfolio growth strategy.
AI replatforming is creating a new category of portfolio risk that most investment firms have not systematically mapped. It is not about which companies are using AI - it is about which companies are being absorbed by it.
3-Part Blog Series: Coming Soon!
The Trojan Horse Strategy: What Platform Transitions Teach Us About AI
Based on Mike Werner's 35 years inside Microsoft and Red Hat navigating six platform transitions from the inside. The patterns playing out in AI replatforming today are not new. They've happened before. The companies that survived learned to read the signals.
Quarterly briefings on AI platform transitions, portfolio risk patterns, and ecosystem intelligence from the AGG founding team, partner and EIR network.
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