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THINK TANK

 🤖 Generative Artificial Intelligence

Analysis of competition issues raised by Generative AI, from foundation models to answer engines and agentic commerce.

We also offer in-depth commissioned research, strategic advice, regulatory intelligence, training sessions, and conferences on this topic.

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Why join this hub?

Members get early access to research, direct engagement with the author, and input into the research agenda. Support independent, open-source policy analysis.

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Current Research Focus

  • How does the AI value chain work?

  • How do AI agents reshape digital markets?

  • How do regulatory developments impact market developments?

  • Are competition laws adequate to capture agentic-driven behaviours?

FEATURED

Submission to the French Competition Authority on Conversational Agents and Agentic Commerce

Conversational agents and agentic commerce are still nascent. Competition is dynamic and strong, with frequent innovation and market entry, but current competition law is designed for human, not autonomous-agent, conduct.

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Submission

Generative AI

Submission to the French Competition Authority on Conversational Agents and Agentic Commerce

Conversational agents and agentic commerce are still nascent. Competition is dynamic and strong, with frequent innovation and market entry, but current competition law is designed for human, not autonomous-agent, conduct.

March 3, 2026

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Analysis

Generative AI

Why Does France Study Conversational Agents and Agentic Commerce?

Conversational agents and agentic commerce reshape the economics of the web and e-commerce. The French competition authority should assess regulatory impacts and the analytical framework on AI and digital markets.

January 27, 2026

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Analysis

Generative AI

A New Browser War for the Agentic Web

The browser war drives intense competition to develop agentic browsing features capable of performing tasks. During this period, competition authorities should closely monitor AI market dynamics and assess agentic browsing and its economic impact.

September 29, 2025

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Analysis

Generative AI

Competition for AI Energy Capacity

Monopsony and monopoly power could distort energy access. Competition authorities should safeguard competition and consumer welfare by securing access, supporting capacity expansion, and fostering competitive energy markets.

August 26, 2025

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Open source intelligence

 We collect publicly available market studies on generative AI and competition from competition authorities.

Official report

Autoridade da Concorrência

The Portuguese competition authority releases a study on chips

The Portuguese competition authority releases a paper on chips outlining competition concerns regarding access to chips

February 20, 2026

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Official announcement

Autorité de la concurrence

The French competition authority announces a market study into conversational agents and agentic commerce

The authority opens its first market investigation at the downstream level of the value chain, focusing on AI agents.

January 9, 2026

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Official report

Australian Competition and Consumer Commission

The Australian Competition and Consumer Commission releases a paper on recent developments in AI

The authority releases a paper outlining recent developments at the development and deployment stages of the AI value chain and their implications for competition and consumers.

December 17, 2025

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Official report

Autorité de la concurrence

The French competition authority publishes its study on AI Energy and competition

The authority releases a report outlining potential competition concerns related to energy use in AI.

December 17, 2025

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