AI can read proteins and cells no human could read. Most firms use it for emails. A call to imagine bigger with AI, plus an exercise for your team.
AI models are a great innovation. Using them rarely is. The three horizons show why the application, not the technology, decides the innovation.
Why do carmakers cling to broken assumptions? Data on German car boards since 2012 shows how dominant logic lives in the people at the top.
When an assumption behind a business model breaks, most companies respond with bad strategy. This post argues that broken assumptions are the best possible starting point for good strategy, provided they are treated as a diagnosis. It applies Richard Rumelt’s kernel of good strategy – diagnosis, guiding policy, coherent actions – to the four elements of the business model, which…
Every business model rests on assumptions about the world it operates in. The trouble starts when those business model assumptions stop being recognisable as assumptions and quietly turn into certainties. This post begins with Drucker’s account of that mechanism, then shows two sets of assumptions failing under measurement in a single year: the geopolitical order that supplied us with energy,…
The AI@Strategy Conference 2026 takes place in Munich on 7 and 8 October, organised by the Chair for Strategy and Organization at TUM School of Management. This post describes what the programme covers, names five sessions I find worth attending, and argues that its subject throughout is the organisation rather than the business model. Education is the main case: the…
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