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Category: Product Strategy

Anatomical Da Vinci sketch of a serpent eating its own tail — symbol for SaaS self-disruption in the AI agent era

SaaS Is Dead – Only the Most Radical Cannibals Will Survive

Posted on September 15, 2026September 17, 2026 by Aye Stephen, MBA

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…

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Sports car split between a muscular Renaissance anatomical study and a flat, lifeless consumer-electronics shape, symbolizing Ferrari's failed digital transformation with Jony Ive

The Luce Chronicles: Ferrari, Jony Ive, and the Anatomy of a Digital Transformation Failure

Posted on June 26, 2026June 26, 2026 by Aye Stephen, MBA

“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,…

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Beyond the Roadmap Podcast Episode 1 – illustrated microphone with platform strategy elements, pencil sketch style

Podcast Beyond the Roadmap – Episode 1: How Microsoft Handed Valve and Linux Its Biggest Win

Posted on May 15, 2026May 15, 2026 by admin

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…

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Platform Strategy - Dark editorial illustration showing a glowing Steam orb casting golden light against the shadow of a towering corporate monolith — a visual metaphor for Valve's strategic defiance of Microsoft's platform dominance.

How Microsoft Handed Valve and Linux Its Biggest Win – Platform Strategy Case Study

Posted on May 10, 2026May 16, 2026 by Aye Stephen, MBA

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…

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Product Sunset Strategy - Dark editorial illustration of a declining product lifecycle — symbolizing the strategic decision to sunset and discontinue a product

When It’s Time to Kill a Product: The Hardest Decision in Product Management

Posted on February 5, 2026June 20, 2026 by Aye Stephen, MBA

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…

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Dark editorial illustration of a product roadmap shielding the past — Kodak as a cautionary tale about transformation failure

Your Roadmap Is Protecting the Past: What Kodak Teaches Product Leaders About the Real Reason Transformations Fail

Posted on January 25, 2026May 16, 2026 by Aye Stephen, MBA

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…

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