This model shows the strong dimensional advantage of moving to the upper right quadrant, ecosystem driver and the relative weakness of the other three quadrants.
I need to study the report at leangth, and plan to write a research note on that this week. More to follow.
One takeaway from the introduction [emphasis mine]:
We had an important insight in the course of our research: that in this period of digital disruption, businesses focused narrowly on value chains were at a disadvantage; they needed to think more broadly about their business ecosystems. Indeed, we found that companies that had 50% or more of their revenues from digital ecosystems and understood their end customers better than their average competitor had 32% higher revenue growth and 27% higher profit margins than their industry averages.
Jobs will keep changing through the automation of some of their constituent activities. This will lead to the creation of new kinds of jobs that previously required highly skilled, hard-to-find talent but which can now be done by mid-skill workers with the help of advanced tools. Noteworthy among these changes is the creation of so-called new collar jobs, a new kind of mid-skill occupations, neither traditional blue or white collar, that many industries are looking for but remain largely unfilled.
Like McKinsey, Wladawsky-Berger says that retraining the workforce will be critical, but cites no evidence that a/ companies are actually investing enough, or b/ that such retraining can be accomplished.