Insights

Blog ThumbnailSouthwest Airlines After 9/11: Holding the Model When Everyone Else Abandoned Theirs

After 9/11, every major airline laid off thousands of employees. Southwest didn't lay off one. What made that possible, and what it cost, is the values-under-pressure moment at its clearest.

Blog ThumbnailAmazon in 2001: What Survives the Crash

In 2001, Amazon was being called Amazon.bomb. What Bezos did during the dot-com crash, and why it worked, is a precise model for how conviction shapes a company's survival.

Blog ThumbnailApple in 1997: The Return to the Essential

When Steve Jobs returned to Apple in 1997, the company had 350 products and 90 days of cash. What he did next is a precise example of what a simplification moment demands and costs.

Blog ThumbnailBlockbuster in 2007: When the Options Were Still Open

In 2007, Blockbuster was still a business with real options. What happened next wasn't inevitable — it was chosen. The open-window moment is one of the most instructive in business history.

Blog ThumbnailNetflix in 2007: The Bet That Couldn't Wait

In 2007, Netflix launched streaming while its DVD business was still growing. The decision behind that launch is one of the clearest examples of a transition-bet moment in business history.

Blog ThumbnailWhen Your Leadership Team Is in Different Movies

Leadership team misalignment is usually a diagnosis problem, not a process problem. A named moment gives the team a shared reference point — and changes everything.

Blog ThumbnailMicrosoft in 2014: The Forced Transition

Microsoft in 2014 still looked dominant — but the model that built it was losing relevance. What the forced transition moment demands, and how to recognize it.

Blog ThumbnailStarbucks in 2006: When the Model Starts Working Against You

Starbucks in 2006 was still growing — but the model was starting to work against itself. What this moment looks like, and how to recognize it in your own business.

Blog ThumbnailCostco in the Early 2000s: The Grow-or-Hold Moment

Costco in the early 2000s faced a classic grow-or-hold moment. What it demanded — and what it reveals about your business right now.

Blog ThumbnailWhat Is a Company Moment?

Every business is in a moment. Some are ordinary. Some are not. Learn what a company moment is and why naming it changes everything.