Dominant Logic in the Car Industry: Why Companies Hold On to Broken Assumptions
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.
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Novo Nordisk Business Model: 6 Lessons Every Incumbent Can Learn from the Obesity Market
This piece was first written in December 2025, when the debate about Novo Nordisk was still framed as a race for the better molecule. It has been rewritten with the figures from the half-year report of August 4, 2026, and with a different question at its centre. The question is not whether Novo was too slow. It is whether the…
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The Powertrain Race Was Never a Technology Contest: Why the Battery Already Won as a Business Model
There is a debate raging across Germany and much of Europe about how cars should be powered in the future. Battery-electric. Hydrogen. eFuels. HVO100. The framing is almost always the same: which technology is best? Which one is cleanest, most convenient, most German? The word you hear most often is Technologieoffenheit – technology-openness, the noble-sounding demand that we keep all…
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The Quick-Commerce Business Model Crash: 5 Lessons Every Founder Can Learn from the $12bn Gorillas Collapse
In 2022, the quick-commerce business model looked unstoppable. Gorillas had turned “groceries in ten minutes” into a cultural signal and a venture-capital magnet. Its Turkish rival Getir was valued at twelve billion dollars. Four years later Getir sold what was left of its delivery business to Uber for $335 million – a ninety-seven-percent collapse. Along the way it had already…
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Who Is Really in Charge of Business Model Innovation?
A new study shows the workforce often understands the shift in the business model better than the managers who grew big on the old one. Ten years ago I wrote a post on this blog with a simple title: Who is in charge of business model innovation? I went through a large company department by department. The strategists, who read…
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HVO100 and the Combustion-Engine Ban: When a Good Study Becomes a Bad Strategy
Why a clean fuel is not a business model — and how Rumelt’s test tells them apart There is a particular move in public debate that I have come to find more interesting than the topics it is applied to. Someone produces a careful, narrow, technically honest piece of analysis. Then a second group picks it up, strips away the…
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