The Architecture of Escape


Why Successful Companies Must Build Their Next Advantage Before Their Current One Expires After Kodak’s collapse became the defining cautionary tale of corporate strategy, a comforting mandate emerged: Disrupt yourself before someone else does. This advice has created its own trail of destruction. Over the last two decades, thousands of executives have announced moonshots andContinue reading “The Architecture of Escape”

The Prophets Who Lost


We love simple stories about corporate demise. The standard story about Kodak is comforting because it casts failure as a moral defect. A lazy monopoly, blind to the future, gets blindsided by scrappy innovators. It turns a complex institutional collapse into a neat cautionary fable about paying attention. It is also wrong in the wayContinue reading “The Prophets Who Lost”

The Future Isn’t Built. It’s Unfunded.


Almost every board conversation I sit in on right now follows the exact same pattern. The strategy decks are full of slides about what comes next. Teams present AI pilots, demonstrate new models, outline partnerships, and describe how the company will become an AI-enabled enterprise. Capital gets allocated to buy tools, hire specialists, and buildContinue reading “The Future Isn’t Built. It’s Unfunded.”