( Insights ) — Blog
Blog & insights.
Practical writing on SAFe implementation, AI-Native operating models, innovation culture, and the lessons from 21 years inside Fortune 500 transformations.
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Agentic AI Made Shipping Almost Free. Nobody Told the Users.
Monthly iOS app releases have climbed roughly 70% above baseline since agentic coding tools went mainstream. App reviews did not follow. Apps achieving significant usage drifted down. More software is being built than at any point in App Store history, and less of it is being used. This is what happens when an organization gets…
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BYD Started as a Battery Maker
Innovation is romanticized as a flash of genius. BYD tells the truer story: it started bad at cars and became the best in the world by mass-producing its way through being bad — thousands of repeated, unglamorous cycles that compounded into capability no competitor could match. Innovation does not come from the task you are…
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t Looked Stupid Because the Innovation Was Real
Munger’s $230 million BYD bet returned somewhere between eight and nine billion. The trade looked stupid for most of that window — because the innovation was real long before the financials confirmed it, and the market’s frame insisted the innovation couldn’t exist. The gap between when innovation becomes real and when the financials prove it…
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The Discipline of Taking the Competitor You Are Dismissing Seriously.
When a Bloomberg reporter asked Elon Musk in 2011 whether BYD threatened Tesla, Musk laughed before the question was finished. “Have you seen their car?” The framing had a name: China can’t innovate. Harvard Business Review literally titled a 2014 article “Why China Can’t Innovate.” The story of what that dismissal cost is the sharpest…
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There Is No Perfect Recipe
Howard Moskowitz proved there is no perfect spaghetti sauce — only perfect sauces, one tuned to each cluster of people. Executive coaching has spent three decades in exactly the wrong search, hunting for the one right method. GROW, ontological, positive psychology, CBC, co-active — none is the answer, and all of them are. But the…
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1.8 Billion People Have Already Crossed the AI Chasm
AI has already crossed Geoffrey Moore’s chasm at the individual level — 1.8 billion users, 600 million daily, 72% of workers using it regularly at work. But the institutions those individuals work inside are still stranded in pilot mode. The technology crossed; the organizations did not. That gap is the defining mutation failure of 2026.…
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Geoffrey Moore Didn’t Write One Book About the Chasm
Most leaders know Geoffrey Moore for one book. In fact he built an evolving body of work across four decades — Crossing the Chasm (1991, revised 1999 and 2014), Inside the Tornado, Zone to Win, Escape Velocity, The Infinite Staircase. Read as a single toolkit rather than one metaphor, it becomes the most complete strategic…
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The New AI Chasm Is Different in KindAll Six Dimensions of Mutation Readiness.
In 1991, Geoffrey Moore identified the chasm between early adopters and the early majority — the gap where most technology products die. Thirty-five years later, AI has produced a chasm of a different kind. The technology has already crossed at the individual level. The enterprise is stranded between pilot and production. This is the first…
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How Volkswagen Group went from 3.3% Margin to In 2016, to 48% margin in 2025
Between 2016 and 2025, Volkswagen Group grew revenue by 48% — from €217 billion to €322 billion. Over the same period, its operating margin went from 3.3% to 2.8%. It sold half again as much for the same money. This is the single most important cautionary pattern for any enterprise scaling AI in 2026: growth…
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In an Age of Universal AI Acceleration
Love from long-term relationships. Health from long-term habits. Wealth from long-term investments. Peace from long-term self-reflection. Talent from long-term focused efforts. If you want value, think and act long-term. In an age of universal AI acceleration, the last durable source of advantage is that which cannot be accelerated.
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Almost Every Enterprise I Work With Has the Sequencing Inverted
There is a widely-shared framework describing three postures toward change — rebellious/creative/open, conservative/consensus-seeking, reactionary/safety-focused/stubborn. The most useful reading decouples these from age and treats them as diagnostic of mindset. In every organization, all three postures exist. The distribution across decision seats determines whether AI transformation succeeds or fails.
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The Music Teacher Missed Both of Them
In the 1950s, the Liverpool Institute for Boys had both Paul McCartney and George Harrison as students. The music teacher missed both. Elvis Presley’s Tupelo school teachers said the same about him. Sir Ken Robinson used these stories to make a point: human resources, like natural resources, are often buried deep. The failure mode is…
