Framework · Various (BCG, McKinsey adaptations of Porter) · 2019
AI Value Chain
Porter's value chain re-cast for AI: data, compute, models, applications, services.
Best for
Investors mapping where margin pools sit in the AI stack.
Limitations
Linear by construction; ignores feedback loops, agent layer, and judgment/governance.
Ratings
| Strategy | Full ✅ |
|---|---|
| Product | Partial ◐ |
| Enterprise | Full ✅ |
| Agents | None ❌ |
| Technical | Partial ◐ |
The SCOI verdict
A linear precursor to SCOI. SCOI extends it with feedback, agents, and governance — closing the loop.