✅ Companies are becoming tech stacks.
✅ We are all becoming companies.
Stop protecting your domain expertise. AI models are commodtizing expertise in many orgs and that's a good thing.
Gary Hamel and C.K. Prahalad published
The Core Competence of the Corporation in 1990.
Thirty-six years later, the unit of analysis has been inverted.
The framework still works. The substrate changed.
Hamel and Prahalad named the corporation as a tree.
Roots, trunk, branches, fruit.
Roots are core competences. The unseen system.
Cross-business capability that outlasts any single offering.
Three tests for a real competence:
1️⃣ Provides market access.
2️⃣ Contributes to customer benefit.
3️⃣ Resists imitation over time.
Honda passed all three.
Small-engine engineering across cars,
motorcycles, lawnmowers, generators.
Canon passed all three.
Optics, imaging, microelectronics across cameras, copiers, printers.
Each competence was tacit knowledge built by people over decades.
That floor collapsed.
Domain expertise became a commodity at the model layer. The unit of analysis shifted from people-trained-over-decades to capability stacks composed in weeks.
Honda's engine moat is now a model fine-tuned on drivetrain physics.
Canon's optics is now a vision model trained on 40 years of imaging data.
The defensible asset is no longer the model. It is the data,
the integration, and the judgment about what to compose.
Three moves for the operator who reads this:
1️⃣ Solo operator: Pick one root competence. Compose three to five tools above it. Run that root across three revenue streams. Win on depth of stack, not breadth of services.
2️⃣ Startup founder: Write the strategic architecture document before the first hire. Name the three competences the company will own outright. The org chart follows the stack. The stack does not follow the org chart.
3️⃣ Small business strategist: Audit the firm's three to five durable competences. Encode each as a documented prompt library, data set, and decision protocol.
The competence outlives the employee who carries it.
✅ Companies are becoming tech stacks.
✅ We are all becoming companies.
- j - 🤓 🙏
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