Category: Strategy

  • How Bad was Elon Musk’s Week REALLY?

    Regular readers know that I’ve been skeptically covering Elon Musk’s acquisition of Twitter (and other unhealthy decisions) for years. For both Musk admirers and detractors there has been a lot to follow lately: and… Analysis If you look at Tesla’s stock over the last 5 months, it resembles the EKG of a man with a bum ticker…

  • The Flip

    In today’s world of limitless information, stores, experts, and brands need to find new functions in order to avoid irrelevance. I’m traveling for business, so I hope you’ll indulge me and let me share a piece I wrote for The Center back in November of 2019 that I think holds up. I’ve updated links and fussily changed…

  • Liquid Behavior

    Companies launching new products and services would be wise to focus on their target customers existing behaviors and moving them. PROLOGUE, 2025: I wrote the article that follows back in 2017. It was the first time that I dug into something that I believe strongly: businesses and organizations focus too much on their products and not enough…

  • When Strategy Devours Culture

    When Strategy Devours Culture

    In 2004, I had an inside view of a company facing irrelevance and also making bad choices. Peter Drucker famously observed that in business “culture eats strategy for breakfast,” meaning that an organization can have a perfect strategic plan and still fail if the corporate culture doesn’t align around that strategy. The reverse is also…

  • Musk’s Latest Antics

    On August 6, Twitter/X owner Elon Musk filed a frivolous lawsuit against an obscure advertising trade group; the timing is suspicious. As longtime readers know, I’ve written an intermittent series about Elon Musk’s acquisition of Twitter. You don’t have to read those older pieces, nor must you care about advertising or know anything about GARM (the Global…

  • Cheating at Wordle

    In which I confess to a weak moment that also has some interesting implications, or at least that’s what I’m telling myself. Bless me, Reader, for I have sinned. La Profesora and I aren’t competitive when the stakes are real, but this mutual support does not apply to vicious games of Gin Rummy or to…

  • No, Musk’s Behavior Isn’t Hurting Tesla

    Headlines about a new report draw the wrong conclusions about what caused Tesla’s weak sales quarter and stock decline. Whoever runs PR for Caliber, the brand reputation consultancy, deserves a raise or at least a nice bottle of Scotch. Last week, a new “In tech we trust?” report from Caliber came out that contextualizes Tesla’s reputation…

  • Walmart, Vizio, Amazon, and Experience Stacks

    This week, WSJ reported that the grocery giant is in talks to acquire a TV manufacturer: why is this a good idea, and how does it help Walmart compete with Amazon? (Issue #106) Attentive readers will remember my earlier explorations of Experience Stacks, which are the idiosyncratic collection of prior experiences somebody brings to bear on…

  • Why Nikki Haley Should Stay in the Race

    Conventional wisdom doesn’t apply in unconventional times, plus two not-so-secret rules of presidential politics.  Back in 2017, film director Judd Apatow shared an only slightly tongue in cheek rule about presidential politics: the funnier candidate always wins. “Reagan was funny. Bill Clinton was funny. Bush was funnier than Gore. Obama was funnier than probably anybody who’s…

  • What’s So Great About Steamboat Willie?

    The 1928 first appearance of the character who became Mickey Mouse entered the public domain on New Year’s Day. Should anybody care? Image created by DALL-E. On New Year’s Day, an avalanche of works from 1928 entered the public domain, their copyrights having expired after 95 years. Walt Disney’s almost eight minute Steamboat Willie cartoon earned a disproportionate…