August 29, 2026
Last year, I wrote about Southwest Airlines as an example of a company whose innovation was the company itself. Its open seating wasn’t just a quirky boarding policy; it was one choice in an operating model designed around simplicity and speed. Southwest has since moved to assigned seating, and I’m less interested in declaring that decision right or wrong than in the question it raises: how does a company know when a practice that helped make it successful has become something it needs to reconsider?
We often talk about the official future: the version of tomorrow an organization behaves as though it already knows. It lives in strategic plans, budgets, hiring decisions, product roadmaps, and the assumptions leaders rarely feel the…
Get the Full Story →
August 25, 2026 — Working Theory
#002
Among companies that have actually put AI into operations, through roughly the end of 2027, the cost of turning AI into operating advantage will be hourglass-shaped in company size – cheap for the very small, affordable for the very large, and worst for firms in the middle (call it fifty to a thousand employees).
All Working Theories →