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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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Digital Competition

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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Digital Competition

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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Digital Competition

Opinion

Generative AI

The AI Moment

Artificial Intelligence is reshaping the economy and society. Firms, government agencies, and governments must quickly adapt to these new competition dynamics or risk irrelevance.

June 18, 2025

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Digital Competition

Analysis

Generative AI

How Artificial Intelligence is Driving Competition in General Search Engines

AI drives competition in general search engines. Premature regulation of AI features risks disrupting this competitive process. Competition authorities should intervene only when justified, ensuring that actions are evidence-based, proportionate and necessary.

March 26, 2025

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Open source intelligence

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

Digital Competition

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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Digital Competition

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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Digital Competition

Official report

Competition Commission of India

The Indian competition authority releases its study on AI and Competition

The authority releases a report on AI, recommending AI firms to follow a culture of compliance to preserve competition.

October 6, 2025

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Digital Competition

Official report

Autoridade da Concorrência

The Portuguese competition authority releases a study on labour markets

The Portuguese competition authority releases a paper on labour markets outlining competition concerns regarding labour mobility

July 25, 2025

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