Thinkers & Ideas

BCG Henderson Institute

Inspiring and thought-provoking conversations with leading thinkers about influential ideas on business, technology, economics, and science. Hosted by Nikolaus Lang, Martin Reeves, and Philipp Carlsson-Szlezak. For more ideas and inspiration, sign up to receive BHI INSIGHTS, our monthly newsletter, and follow us on LinkedIn and X.

  1. ٣٠ سبتمبر

    After the Spike with Dean Spears and Michael Geruso

    In After the Spike: Population, Progress, and the Case for People, Dean Spears and Michael Geruso argue that the defining demographic risk of this century is global depopulation. Spears and Geruso are both professors at the University of Texas at Austin, focusing on economic demography and development economics. In their new book, they explore the trend of falling birth rates, how it threatens human progress, and what actions may reverse this trend. In their conversation with Nikolaus Lang, global leader of the BCG Henderson Institute, they discuss projections for global depopulation, why advances in AI and robotics will not replace humans, why fewer people may not be good for the planet, and what the implications of all this are for business leaders. Key topics discussed: 01:06 | Projected global population levels 06:11 | The impact of depopulation 11:00 | The potential for AI and robotics to replace humans 17:00 | The environmental implications of depopulation 21:24 | Potential solutions to falling birth rates 26:02 | Implications for business leaders 28:26 | Reasons to remain hopeful Additional inspirations from Dean Spears: Air: Pollution, Climate Change and India's Choice Between Policy and Pretence (Harper Collins Publishers India, 2019)Where India Goes: Abandoned Toilets, Stunted Development and the Costs of Caste, co-authored by Diane Coffey (Harper Collins Publishers India, 2017)

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  2. ١٦ سبتمبر

    How Progress Ends with Carl Benedikt Frey

    In How Progress Ends: Technology, Innovation, and the Fate of Nations, Carl Benedikt Frey argues that progress, throughout history, has not just depended on technological innovations but also on the flexibility of our institutions. Frey is the associate professor of AI & Work at the University of Oxford, where he directs the Future of Work program. In his new book, he explores how technological progress has unfolded throughout history, from the Qin Dynasty to Silicon Valley. He argues that progress is always fragile, resting on achieving a delicate balance between decentralized innovation and centralized scaling of new technologies. In his conversation with Adam Job, senior director at the BCG Henderson Institute, he discusses how to achieve institutional flexibility, the hurdles we must overcome to turn AI into progress, and what lessons history holds for business leaders looking to navigate the conundrum of innovating versus scaling. Key topics discussed:  01:15 | The fragility of progress 05:35 | The role of decentralization and centralization 11:24 | How to achieve institutional flexibility 17:29 | The hurdles to overcome for turning AI into progress 21:04 | How business leaders can navigate the conundrum of innovating vs. scaling 25:00 | Why progress might not yet end Additional inspirations from Carl Benedikt Frey: The Technology Trap: Capital, Labor, and Power in the Age of Automation (Princeton University Press, 2019)

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  3. ٢٦ أغسطس

    Reshuffle with Sangeet Paul Choudary

    In Reshuffle: Who Wins When AI Restacks the Knowledge Economy, Sangeet Paul Choudary explores common misconceptions about how AI will change work, organizations, and business ecosystems. Choudary is the founder and CEO of Platformation Labs and a senior fellow at UC Berkeley’s Haas School of Business. An expert on AI, platforms, and the economics of big tech, he has sold more than half a million books on these topics. In his latest work, he explores how new forms of coordination—rather than automation and augmentation—are the true superpower of AI. In his conversation with Adam Job, senior director at the BCG Henderson Institute, he discusses how AI will supercharge coordination, move us towards a more modular, on-demand economy, and how companies can account for all of this in their strategies. Key topics discussed:  01:31 | How AI will impact jobs 04:38 | Assessing the value of jobs 09:25 | AI’s power to supercharge coordination 14:23 | Unlocking “coordination without consensus” 19:00 | Moving towards a modular, on-demand economy 25:56 | Crafting a strategy for the age of AI Additional inspirations from Sangeet Choudary: Platform Revolution: How Networked Markets Are Transforming the Economy and How to Make Them Work for You, co-authored by Geoffrey G. Parker and Marshall W. Van Alstyne (W. W. Norton & Company, 2016)Platform Scale: How an Emerging Business Model Helps Startups Build Large Empires with Minimum Investment (Platform Thinking Labs, 2015)

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  4. ١٢ أغسطس

    The Eurasian Century with Hal Brands

    In The Eurasian Century: Hot Wars, Cold Wars, and the Making of the Modern World, Hal Brands illuminates the historical patterns we must understand in order to better navigate the geopolitical rivalries of the present. Hal Brands is the Henry A. Kissinger Distinguished Professor of Global Affairs at the Johns Hopkins School of Advanced International Studies (SAIS). He is also a senior fellow at the American Enterprise Institute and a columnist for Bloomberg Opinion. In his new book, he traces the arc from World War I to today’s rivalries between the United States and China, and between NATO and Russia. In his conversation with Nikolaus Lang, global leader of the BCG Henderson Institute, he discusses why the 20th and 21st centuries are the Eurasian (rather than the American) Era, how today’s rivalries among great powers differ from those of the past, and what global business must pay attention to in navigating current geopolitical tensions. Key topics discussed:  01:28 | The 20th and 21st centuries as the Eurasian era 05:32 | The “historic achievement” of the Cold War 08:34 | How today’s rivalries among great powers are different 13:14 | The future of Eurasia 15:59 | How global businesses can operate in a polarized geopolitical world 20:13 | Reasons to be optimistic vs. pessimistic about the future Additional inspirations from Hal Brands: Danger Zone: The Coming Conflict with China, co-authored by Michael Beckley (W. W. Norton & Company, 2022)The Lessons of Tragedy: Statecraft and World Order, co-authored by Charles Edel (Yale University Press, 2019)The Twilight Struggle: What the Cold War Teaches Us about Great-Power Rivalry Today (Yale University Press, 2019)What Good Is Grand Strategy?: Power and Purpose in American Statecraft from Harry S. Truman to George W. Bush (Cornell University Press, 2014)

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Inspiring and thought-provoking conversations with leading thinkers about influential ideas on business, technology, economics, and science. Hosted by Nikolaus Lang, Martin Reeves, and Philipp Carlsson-Szlezak. For more ideas and inspiration, sign up to receive BHI INSIGHTS, our monthly newsletter, and follow us on LinkedIn and X.

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