Designing the next business model before the current one plateaus
How companies can identify new value pools and build business models that combine differentiated customer value with scalable economics.
Read articleWhich Customer Problem Deserves Another Year of Investment?
A long backlog proves that ideas exist, not that the underlying problem merits continued investment. The decision should compare customer problems on the value of solving them, the ability to win and the learning still available�not on features already promised or money already spent.
Define the problem as a costly customer outcome in a specific context. Measure frequency, severity, current workaround, switching trigger and willingness to pay or change behaviour. Segment the evidence: an acute problem for a reachable, economically coherent group can be more attractive than a common irritation spread across users with different needs and weak commitment.
Separate problem risk from solution risk. Eurostat found that 35.4% of EU online shoppers experienced problems in 2025, including slow delivery, difficult sites and incorrect goods. That establishes prevalence, not a business case for any particular fix. The opportunity depends on which failure drives abandonment or retention and whether it can be removed at a defensible cost.
Review a year of evidence as an investment portfolio. Has customer commitment strengthened? Did experiments identify a repeatable mechanism? Are technical and operating constraints moving? What uncertainty will the next tranche resolve? A project that has produced no discriminating evidence should not receive another year merely because completion always appears one release away.
Use a problem thesis with a renewal threshold: target customer, economic consequence, proof of demand, advantage, remaining uncertainty, next experiment and stop condition. Rank opportunities by expected value after future investment, ignoring sunk cost. Product discipline is the willingness to keep funding a consequential problem�and to retire one whose evidence no longer justifies scarce capability.
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Read articleFocus
Corporate positioning becomes strategic when it is designed around stakeholders whose choices materially affect the company's ability to execute.
Creating significant customer value does not guarantee attractive economics when suppliers, channels or customers capture a disproportionate share.
Strategic challenges
A capability creates competitive advantage only when its value, scarcity and economics remain superior to the alternatives rivals can deploy.
Budgets reveal which businesses the organisation actually believes in more clearly than portfolio narratives or strategic aspirations.
POV
Growth becomes destructive when new units cannibalise existing demand or require economics that operators cannot sustain.
Cost discipline can create time, but sustainable recovery requires a business that customers still value and that can compete economically.
Strategic impact
Demanding conventional certainty too early can eliminate important options before the technical and commercial questions are answerable.
A company that solved product-market fit may immediately encounter distribution, economics, leadership or operational constraints.
What we observe
We frequently see R&D continue through organisational momentum even after the assumptions that originally justified it have weakened.
We frequently see businesses emphasise differences customers can recognise but have little reason to value or pay for.