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Tanguy Catlin | The real AI advantage, Sonic AI
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The McKinsey Podcast
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The real AI advantage
The McKinsey Podcast
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Jul 9, 2026
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20:16
Interview
The real AI advantage
From
The McKinsey Podcast
Roberta Fissaro
(Host)
•
Roberta Fassaro
(Host, McKinsey Podcast)
•
Tanguy Catlin
(Senior Partner, McKinsey)
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Executive Summary
The true competitive advantage from AI lies not in productivity gains, which are accessible to all, but in product, service, and business model innovation.
AI will reduce market friction, leading to the rise of 'agent e-commerce' where AI agents transact on behalf of consumers, forcing companies to create integrated ecosystems.
Competitive advantage is shifting towards proprietary data, human judgment, and organizational agility, as the cost of AI-driven prediction plummets.
The greatest barrier to successful AI adoption is the human element, requiring massive investment in workforce upskilling, change management, and redesigning organizations to be more adaptable.
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Processed Jul 9, 2026
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