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…
Two companies. The same industry. The same decade. The same Japanese postwar miracle. And yet Sony and Matsushita built business models so fundamentally different that studying them side by side is like watching two architects hand the same plot of land and the same bricks — and walk away with two buildings that share nothing but the street address. I…
This post was inspired by Stef Cornelis, who visited SANY’s electric truck plant in China and shared his first-hand observations on LinkedIn. If you want sharp, on-the-ground insights into the future of electric mobility, follow him — it’s worth it. One truck every six minutes. That’s the production rhythm at SANY’s electric truck plant in China — the largest of its…
Hyrox didn’t invent a new sport. It invented a new meaning for an old one — and that single act of Value Innovation forced a completely new business architecture, a new revenue model, and a new company. The provocative question is this: Is Hyrox just modernised circuit training? Technically, yes. Eight exercises, running in between — gyms have offered this…
Executive summaryNovo Nordisk’s recent struggles in the obesity market are often explained as execution failures or temporary loss of momentum. This interpretation misses the core issue. The market for obesity drugs has shifted from a prescription-driven, payer-mediated system to a consumer-driven outcome market. In this environment, molecules commoditise, demand becomes patient-led, and value migrates from products to systems. Novo’s challenge…
In January 2025, the artificial intelligence landscape experienced a seismic shift with the introduction of DeepSeek’s R1 model, a revolutionary AI chatbot that exemplified cost-effective AI innovation. This Chinese AI startup unveiled a generative AI chatbot that matched the capabilities of leading models from U.S. tech giants but claimed it was developed at a fraction of the cost and time….
End of content
End of content
