AI-Enabled Theory of the Firm

September 28, 2026

The eight papers, taken together, propose what Professors Dutta and Doz believe is a new theory of the firm in the AI age. They argue that the AI-enabled firm is becoming a programmable, adaptive system in which intelligence, decisions, learning, coordination, and incentives are embedded in digital and agentic infrastructure.

This leads to a new view of competitive advantage: advantage increasingly depends on intelligence flow, programmable execution, bounded autonomy, learning power, swarm participation, and behavioural alignment. It also leads to a new view of leadership: managers must not only choose strategy, but design and govern the systems through which strategy is enacted, learned, adapted, and renewed.

AI Strategy as Business Strategy: Competing in the Intelligence Stack

Programmable Strategy: When Strategy Becomes Code

Strategy in the Age of Agentic AI: Governing the Strategic Envelope

The New Competitive Edge: The Learning Power of Firms

From Alliances to Swarms: Rethinking Competition and Collaboration in the Age of AI

Programmable Incentives: Aligning Behavior in AI Strategy

Rethinking Strategy in a World of Superintelligence:

Rethinking Strategy in a World of Superintelligence:

These papers are also uploaded on the site: www.winningintelligence.ai

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