What Is The Role of Strategy?
It took the telephone 75 years to reach 1 million users. Television did it in about 13 years. Netflix reached the same milestone in just 3.5 years—and ChatGPT did it in only 5 days. We are living in a world where the pace of change and the speed at which information spreads are accelerating exponentially. […]
Thesis-based Investment or Theme-based Investment
One of the worst mistakes companies make when pursuing innovation-led growth is to sink their money into various investments without knowing why, beyond just ‘it’s a cool technology that can disrupt us’ or ‘it’s the board’s pet project’. Yes, this sounds like the world’s most obvious mistake to avoid, but in our experience, we’ve seen […]
Why Now? Why Us? A Radically Rational Guide for a Winning Business Strategy
Deciding on which strategic option to pursuit comes from understanding if the timing is right to act and if your comapny is in the best position to succeed in with that strategic option.