Why product leaders who refuse to eat their own business model are choosing slow extinction over fast reinvention. The Thesis SaaS, as we built it for two decades, is over. Not declining – over. The per-seat pricing model that funded the entire industry is breaking in real time, and the companies that survive the next…
Category: Product Strategy
The Luce Chronicles: Ferrari, Jony Ive, and the Anatomy of a Digital Transformation Failure
“I don’t sell cars; I sell engines. The cars I throw in for free, since something has to hold the engines in.” // Enzo Ferrari, Founder of Ferrari The luxury car industry has, since 2024, put together a winning streak of failed digital transformation that you couldn’t have scripted better. Jaguar deleted its brand, relaunched,…
Podcast Beyond the Roadmap – Episode 1: How Microsoft Handed Valve and Linux Its Biggest Win
Not a reader? This one’s for you: The first episode of ‘Ship & Lead: Beyond the Roadmap (BTR)’ is live. The story of how Microsoft accidentally handed Linux its biggest win is one of the most instructive platform strategy cases in recent tech history. In Episode 1 of Beyond the Roadmap we break it down…
How Microsoft Handed Valve and Linux Its Biggest Win – Platform Strategy Case Study
When you pressure a competitor into solving a problem they never planned to solve, you might just disrupt yourself. The Valve–Proton story is a valuable lesseon in form of a platform strategy case study for Christensen’s Innovator’s Dilemma in real time – told by someone who saw it coming from the inside. After a long…
When It’s Time to Kill a Product: The Hardest Decision in Product Management
Every product has a lifecycle. And every product manager, at some point in their career, will face one of the most emotionally challenging decisions in the profession: knowing when it’s time to let go, when it’s time to define a product sunset strategy. Sunsetting a product isn’t admitting defeat – it’s demonstrating strategic maturity. Yet…
Your Roadmap Is Protecting the Past: What Kodak Teaches Product Leaders About the Real Reason Transformations Fail
When people talk about digital transformation, they usually mean legacy technologies waiting to be replaced by newer, more efficient ones – mainframe systems moving to the cloud, physical business models finding a digital equivalent. The list of examples is long and familiar. And the discussions surrounding them are almost always reactive: they begin when digital…





