SHADOW STRATEGY

16
Feb

The Pipe Reveal

You don't need to pick the winning AI model. The real shift already happened underneath. Microsoft invested $13
1 min read
13
Feb

The Exit Option

The American homebuilding industry has a business model. Buy land. Sit on it. Pray the market holds. When it doesn&
1 min read
06
Feb

Execution, Not Selection

Someone told Seth Godin they were "waiting for a really good idea." His response: "A Broadway show
1 min read
03
Feb

Logos Are Conversations

TOMS wasn't a charity. It was a status machine disguised as philanthropy. And the logo was the receipt.
1 min read
12
Jan

The Pre-Suasion Question

"Do you consider yourself a helpful person?" You said yes. Of course you did. Who says no to
1 min read
08
Jan

Congruence Over Control

Boeing's stated values: "Safety is at the core of who we are." Dennis Muilenburg, then-CEO, in
1 min read
23
Dec

Two O'Clock Passed

May 10, 1996. Mount Everest. Everyone knew the rule. Turn around by 2pm. No exceptions. The mountain becomes unsurvivable after
1 min read
22
Dec

Twenty Boats Was Legal

The Titanic had 20 lifeboats. Capacity: 1,178 people. Passengers and crew: 2,224. Here's what most people
18
Dec

Everyone Had the Data

In 2002, the Oakland A's had the lowest payroll in baseball. They won 103 games. The story became
1 min read
16
Dec

Test Passed. Reactor Exploded.

April 26, 1986. Chernobyl. The operators were running a safety test. They were following procedures. The test required lowering reactor
1 min read