Seeing the blind spots before they become strategy failures
How stronger collection, source validation and challenge mechanisms can reduce executive exposure to weak assumptions and misleading signals.
Read articleRelated macro
Digital marketplaces and platform economy
Build durable platform value as AI, regulation and changing network economics reshape discovery, monetization and digital intermediation.
Discover the macroEditorial overview
Articles
The operating model is the strategy
Why organizational structure, decision rights and cross-functional coordination increasingly determine whether strategic priorities translate into performance.
Read articleFocus
Industrial distribution is being squeezed between inventory risk and customer expectations
Tariffs, supplier volatility and digital purchasing are forcing distributors to rethink stock, service and the value they add between manufacturer and buyer.
Commodity markets are trading geopolitics as much as physical supply and demand
Conflict, chokepoints, sanctions and strategic stockpiling are increasing the value of optionality across energy and resource markets.
Strategic challenges
Can telcos become technology companies without losing focus on connectivity?
The challenge is finding adjacent businesses with enough margin and differentiation to justify moving beyond the network core.
Can biopharma globalize innovation while regulation becomes more local?
The challenge is preserving global R&D and launch economics as pricing, supply and regulatory conditions diverge across major markets.
POV
AI may destroy more software categories than it creates
When an agent can perform the workflow directly, some applications risk becoming infrastructure rather than destinations users need to open.
The next factory advantage will come from orchestration, not another automation layer
Industrial leaders will separate themselves by connecting intelligence across the system rather than optimizing machines one at a time.
Strategic impact
Volatile food markets reward supply flexibility more than perfect forecasting
Multiple sourcing paths and responsive pricing become more valuable when category-specific shocks disrupt otherwise stable global supply.
Agritech is making farm economics increasingly measurable at field level
Better sensing, forecasting and input management can expose where productivity gains are real and where biological limits still dominate.
What we observe
Mining strategies often focus on reserves while underestimating midstream concentration
A diversified mine portfolio can still rely on highly concentrated processing capacity, creating a different form of strategic dependency.
Health systems often digitize existing workflows instead of redesigning care delivery
Technology adds limited capacity when administrative burden, fragmented pathways and role boundaries remain structurally unchanged.