You suggest people develop a clear 'thesis' and I totally agree. We helped hundreds of leadership teams align on a thesis and have a very evolved approach. I would welcome the opportunity to share it with you in detail if you think it could be of any value in your work (you can get an overview here ... https://www.rampworth.com/forcecasting )
I don’t really understand this example. “A company outsourcing to get work done is using operational tools to compete. A company rewiring its operations around AI agents (read more here) is using a structurally different solution to create a substitute. “
It seems the outsourcing provider company is susceptible to a substitute but the company that restructures its operations is - from their customers’ perspective- just getting better/cheaper/etc which feels like an operational advantage not a new beast.
A structural change would be a different company offering tools or services that enable customers to not even use the original legacy company at all. eg. Replacing travel agents with a search engine
Your use of "secular" is confusing. There is no common definition of secular I could find in a casual search that matches your inplied meanin, where "structural change" is what you actually explain.
As always, just brilliant. Thank you
Another great article
A very thoughtful piece (as always).. thank you.
You suggest people develop a clear 'thesis' and I totally agree. We helped hundreds of leadership teams align on a thesis and have a very evolved approach. I would welcome the opportunity to share it with you in detail if you think it could be of any value in your work (you can get an overview here ... https://www.rampworth.com/forcecasting )
kind Regards
John
I don’t really understand this example. “A company outsourcing to get work done is using operational tools to compete. A company rewiring its operations around AI agents (read more here) is using a structurally different solution to create a substitute. “
It seems the outsourcing provider company is susceptible to a substitute but the company that restructures its operations is - from their customers’ perspective- just getting better/cheaper/etc which feels like an operational advantage not a new beast.
A structural change would be a different company offering tools or services that enable customers to not even use the original legacy company at all. eg. Replacing travel agents with a search engine
Your use of "secular" is confusing. There is no common definition of secular I could find in a casual search that matches your inplied meanin, where "structural change" is what you actually explain.
Other than that, good insight.