Motley Fool Money · Friday, September 11, 2026
Scott Phillips and Andrew Page identify data and network effects as the most crucial competitive advantages for companies navigating the AI-driven landscape. They argue that businesses possessing these advantages are better positioned to adapt and thrive.
“And and that companies that have those, I think will probably be still fine as long as they lean into this.”
“And and I really just come back to those two. And mainly it comes back to data and network effects.”
“I think any software that is just pure software that doesn't rely on proprietary data or in-house data, um, or doesn't have network effects, things like two-sided marketplaces. I just think you're a commodity.”