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Your company is spending real money on AI and the CFO wants to know what it is getting back. David Rogers calls the awkward silence that follows the AI value gap. David Rogers wrote the first book on digital transformation. He returns to The Innovation Show to unpack the AI value gap, drawing on a Harvard Business Review article he co-wrote with Krishnan Sankaranarayanan, who leads AI transformation at Eastman. When AI fails to show up in the financial results, David traces the shortfall to strategy, and he shows leaders how to fix it. In this conversation, David Rogers reveals: • Why one minute saved by AI vanishes in one company and transforms another • The AI value equation, and why its three factors multiply • Why handing AI to a team with no P&L ownership kills the return • The "magic wand" myth that frontier labs sell to executives • How AI drones cut plant downtime by 30 to 40 percent in oil and gas • Why Netflix points its AI at customer retention instead of acquisition • How two chemical companies…

"Nintendo unlocked a completely underserved market by simplifying the game console." Alexander Osterwalder Alexander Osterwalder returns to The Innovation Show with a world first. The co-founder of Strategyzer and creator of the Business Model Canvas shares the Value Stack, a brand new tool built on six patterns of value creation. Strategyzer has stopped writing books. Alex explains why the team has moved to applied playbooks, and how the patterns help any team articulate its value proposition and then test which benefit matters most to customers. What Alex shares in this episode - Why Nintendo won a huge new market with an inferior console - How Henry Ford turned a handcrafted luxury into a car his own factory workers could buy - Why trust was a feature for Airbnb and the entire proposition for FedEx overnight - How Google Ads rescued advertisers from wasting half their budget - Why Salesforce Trailblazers prove identity builders work in B2B, well beyond Harley-Davidson - How Diners Club invented the credit…

"If there's something that's terrible, it's this fuzzy value proposition with AI slop." Alex Osterwalder, co-founder of Strategyzer and inventor of the Business Model Canvas, returns to The Innovation Show with a field report on AI value proposition design. A few weeks ago he argued that AI should never replace the human struggle of value proposition work. Drawing on recent work with a large client's product owners and product managers, he now shows Aidan McCullen where AI earns its place, once a team has done the homework that gives a language model something worth working with. In this conversation, Alex reveals: - The four evidence-backed artifacts every team needs before AI writes a word of its value proposition - Why high-level input to an LLM produces high-level output, and how to stop it - How Strategyzer fed its own customer profiles and value stacks into AI and was surprised by the hero copy that came back - The Value Stack, a new tool that sorts benefits into a key value driver, supporting benefits…

"You know how I know what the real culture of a company is? [Two] things. Who gets the money and who gets promoted." Robert Burgelman, the Edmund W. Littlefield Professor of Management at Stanford Graduate School of Business and author of Strategy is Destiny and Inside Corporate Innovation, returns to The Innovation Show to discuss how companies renew themselves from the middle. His new paper with Sasanka Sekhar Chanda revisits three Intel decisions through James March's model of exploration and exploitation. Top management keeps backing an autonomous initiative while it teaches the company something new, and support stops when the learning stops. In this conversation, Robert reveals: - The fab capacity rule that moved Intel from memory chips into microprocessors years before top management recognised the shift - Why a margin rule told him more about Intel's culture than any values statement, and how the same logic cost Intel the iPhone chip - How Andy Grove spent $750 million on ProShare video conferencing,…

"A good idea and a bad idea look very similar early on." David J Bland David Bland, founder of Precoil and lead author of Testing Business Ideas with Alex Osterwalder, helped DuPont and its semiconductor spin-off Qnity build an experimentation capability that surfaces risk early and speeds up commit, correct and cut decisions. The work contributed to a 2026 IRI Innovation Excellence Award for Outstanding Innovative Culture. Across 35 real growth opportunities, DuPont saved over $12M by stopping weak projects and has so far generated about $24M from the ideas that passed their tests. In this conversation, David reveals: - How DuPont saved over $12M by stopping projects early, and earned about $24M from the ones that survived - Why David opens and closes his keynotes with his own bad calls, including a kitty litter brand later sold for a billion dollars - Why a leader should never facilitate their own team's assumptions mapping session - How the assumptions map changed its labels three times before a…

"They don't quit their job cold turkey. That's not what I've observed firsthand." Only twelve companies have ever been worth more than a trillion dollars. Ten of them are American. Eight of those ten were started fractionally, by people who were still in a job or still in school when they built the first version. Shuo Chen is a General Partner at IOVC in the Bay Area, where she has made over 150 early-stage investments across a decade, with around a dozen exits through IPO and acquisition by Fortune 50 companies. She was one of the earliest investors in Instacart and has sold companies to Goldman Sachs, Ford and Caterpillar. She also teaches entrepreneurship at Stanford and UC Berkeley, and writes the Monthly Note. She joins Aidan McCullen to explain fractional founders, the people who de-risk an idea before they ever hand in their notice. In this conversation, Shuo reveals: - Why 8 of the 10 American trillion-dollar companies were built fractionally, and 1 in 4 of the Fortune 500 too - The Salesforce story…

"When's the last time you thought about your suppliers as your partner in innovation?" Paul Nunes, co-author of Jumping the S-Curve, Big Bang Disruption and Pivot to the Future, returns to talk to Aidan McCullen about the companies that come back from the dead. Motorola is the case study, combinatorial innovation is the engine, and the uncomfortable question underneath it all is what your company would actually be worth in pieces. In this conversation, Paul reveals: → What a Lazarus taxon is, and why a handful of companies reappear decades after everyone wrote them off → How Motorola collapsed, sold to Google largely for its patents, and found a second life under Lenovo → Why a drone is really a phone camera, a gyroscope and some software, and what that means for your R&D budget → The $180 to $200 phone strategy that won the markets Apple and Samsung were not designing for → Why Kodak kept making billions long after everyone declared it dead → The million-dollar Porsche nobody could restore, and why somebody…

"You don't want innovation. What you want is a tweak that won't be too uncomfortable." Dov Baron, five-time Top 30 Global Leadership Guru and author of The Art of Belonging, sits down with Aidan McCullen in Vancouver to explain why identity addiction is the hidden reason behavioural change fails — in athletes, in leaders and in entire organisations. From a childhood of poverty in Salford to a 1990 free-climbing fall near Whistler in which he died five times, Dov traces how identity forms, why we get neurochemically hooked on it, and what it takes to build a culture where people belong rather than fit in. In this conversation, Dov reveals: The five levels of the emotional source code — and why most behavioural change fails at the identity level What identity addiction is, and why a retired Olympian, a triple-bypass survivor and a burnt-out CEO all suffer from the same thing How a 120-foot fall, ten reconstructive surgeries and a dead cat on the couch forced Dov to choose between three lives Why "success…

"Exploitation pays your salary. Exploration pays your pension." — Steve Blank In Part 3 of The Innovation Show's Strategyzer series, Alex Osterwalder returns to tackle the problem every leadership team quietly struggles with: the core business kills everything that looks different. Building on James March's exploration vs exploitation, Tushman and O'Reilly's Lead and Disrupt, and Clay Christensen's Innovator's Dilemma, Alex explains why good people with no ill intent still strangle new products, new channels and new business models — and what leaders must do about it. In this conversation, Alex reveals: → Why the core business kills everything that looks different — and why nobody involved is acting in bad faith → The SonoSite story: why a CEO sat in a sales meeting and watched his top salesperson never take out the product customers were asking for → Why exploration is a top-down challenge — and why bottom-up passion isn't enough without the right governance → How Logitech's Bracken Darrell used "trees,…

"You're gonna run up a hundred wrong hills, and you're still not gonna get a good understanding of the map." Alexander Osterwalder, co-author of Value Proposition Design and founder of Strategyzer, returns for Part 2 of our series. Last week: which projects to retire. This week: value proposition design in the age of AI — why generative AI can formulate a brilliant value proposition, but only if you've done the homework it cannot do for you. In this conversation, Alex reveals: Why building fast with AI without validated customer jobs, pains and gains is "running up a hundred wrong hills" The four foundations of an irresistible value proposition — and why even world-class brands can't show quantitative evidence for the first one Why teams differentiate against competitors instead of through the customer's eyes The Value Stack, Strategyzer's new tool for prioritising the benefits customers actually care about Should you feed your secret formula into enterprise AI? Alex's two answers to the data-privacy dilemma…

"Spreadsheets are a fantasy made explicit. They're not a metric. What you can measure is the evidence that the business case could work." Alexander Osterwalder, creator of the Business Model Canvas, CEO of Strategyzer and author of The Invincible Company, Testing Business Ideas and Value Proposition Design, returns to The Innovation Show. He walks Aidan McCullen through the evidence-based innovation playbook he uses with companies like Honeywell to decide which growth projects to fund, which to change, and which to retire — so you get a real funnel, not a tunnel. In this conversation, Alex reveals: • Why every upfront business case is "pure fantasy" — and what to measure instead • The five levels of evidence, from what customers say to what they actually do • How Honeywell's Growth Symposiums fund projects on scorecards of evidence, not opinions • Why LEGO Movies started at zero on every score while LEGO Friends started at level-five feasibility • The explore vs exploit trap: why 90% of companies judge new…

"If you launch more projects than you finish, you're a bad leader. Your role is not about launching projects — it's about finishing them." Antonio Nieto-Rodriguez, creator of the project economy concept and author of Powered by Projects, joins Aidan McCullen to explain why agile — a 20-year-old idea — is no longer enough, and why the next evolution is the project-driven organization (PDO): a company rearchitected around dynamic, empowered, cross-functional project teams. In this conversation, Antonio reveals: Why EY's Project Everest collapsed despite a perfect plan — and what it says about ego at the top The structural blind spot that undermined Nike's digital transformation The robot hairdresser that shocked a luxury company's C-suite — and why "safe" jobs aren't Why COVID briefly turned every surviving company into a project-driven organization How Bill Anderson is dismantling hierarchy and approval steps at Bayer The insurance company that ring-fenced €50 million for crazy ideas — and why employees only…

"Structural uncertainty is simple. The game itself is in question. The playing field is in question. You're no longer playing with uncertainty inside the rules — the rules are the thing that's moving." Rita McGrath wrote The End of Competitive Advantage and gave us transient advantage. Sangeet Paul Choudary wrote Reshuffle and won the 2025 Thinkers50 Strategy Award. Aidan McCullen puts them in the same room to ask a question neither can answer alone: in an age of AI, is advantage getting shorter, or are a small number of firms locking in something far more durable by making the rules everyone else has to play by? In this conversation, Rita and Sangeet reveal: Why the two founding assumptions of strategy — that industries have boundaries, and that equilibrium is normal — are now absurd What Carlota Perez's turning point framework says about where we are, and why data and intelligence are the new oil The investor who always bet against Netflix, and the one thing he never believed the film studios would be…

"You don't have to be a methodological genius. These are patterns — 43 simple patterns that anyone can use to include every voice in shaping what happens next." Keith McCandless, co-developer of Liberating Structures and co-author of The Surprising Power of Liberating Structures, joins Aidan McCullen to explain why most meetings are either over-controlled or under-controlled — and how simple shifts in everyday interaction can unleash a culture of innovation from the frontline to the C-suite. In this conversation, Keith reveals: Why the first field test of Liberating Structures happened in hospitals fighting superbugs — with fifteen languages spoken on a single unit The Big Five conventional structures (presentation, managed discussion, status report, brainstorm, open discussion) — and why every one of them quietly fails How one father went from a year of monosyllabic answers to an hour-long conversation with his teenage daughter using Creative Destruction Why 1-2-4-All fixed a two-year meeting nightmare for…

"AI doesn't have judgment in it — it produces judgment-shaped artifacts." Usman Sheikh, founder of High Output Ventures and author of the Framebreak newsletter, has spent years writing about how AI will reshape professional services — and the world has now caught up with the puck. In this conversation with Aidan McCullen, he explains why the consulting pyramid — the structure behind every major firm — is coming apart, and what replaces it. In this conversation, Usman reveals: Why firms became pyramids: leverage, margin, and a talent academy paid for by the client's billable hours How AI pulls all three apart at once What "judgment-shaped artifacts" are — and why AI is fundamentally different from offshoring and RPA "Fluent but substitutable": why leaning on an LLM turns your career into a slot machine The digital twin trap — why a frozen snapshot of a senior partner decays fast The Concentrix vs Sierra story: AI voice agents in regulated industries growing from $100M to $200M in revenue in four months The…

"Innovation isn't a gift. It's a simple, repeatable five-step process that anyone, at any level, can learn — with nothing more than a stack of Post-it notes." Carla Johnson, author of RE:Think Innovation, is on a mission to teach one million people to consistently come up with new, great and reliable ideas. In this anniversary-edition conversation, she takes Aidan McCullen through her updated Wheel of Innovation — observe, distill, relate, generate, pitch — and the cautionary tales that show why so many good ideas die in the boardroom. In this conversation, Carla reveals: Why a pet-flavoured water startup failed — and the warning signs it ignored The "CF-uh-O" who killed a Disney-inspired pitch, and what it teaches about how ideas are packaged What brand detachment disorder is — and why "that would never work here" is your most expensive excuse How Big Ass Fans transplanted the customer experience of Zingerman's Deli into an industrial fan company How the CDC's zombie apocalypse campaign got 60,000 hits in…

"The act of modularizing your product is the very act of inviting your future competitors into existence." Carliss Baldwin and Kim Clark, authors of the landmark Design Rules: The Power of Modularity, join Aidan McCullen for an Innovation Show exclusive. Their book is the Rosetta Stone of platform strategy — the mechanic underneath the Innovator's Dilemma — and it has never been more relevant than in this age of AI. In this conversation, Carliss and Kim reveal: Why the power of modularity underpins Moore's Law — and everything digital around us How IBM engineers, locked in a Connecticut motel before Christmas, invented the first conscious modular platform strategy How the System/360 turned IBM from a competitor into "the environment" Why the engineers who walked out of IBM's San Jose plant spawned the entire disk-drive industry How IBM owned 30% of Intel and contracted Microsoft — yet failed to own the only two sources of profit in the PC ecosystem Why "the game is never incontestably won" Why Sears couldn't…

"Narcissists do draw people in. They start with really appealing visions — and then the wheels come off." About 2% of people are narcissists. Among CEOs, it's roughly 16%. Jennifer Chatman — Dean of the Haas School of Business at UC Berkeley and one of the world's leading scholars of organisational culture — joins Aidan McCullen to explain why narcissistic leadership is so often mistaken for visionary leadership, and how to tell the two apart before one wrecks your company. Drawing on her widely cited article with Stanford's Charles O'Reilly, "Transformational Leader or Narcissist?", and her new book Making Organizational Culture Great, Jennifer separates the grandiose vision we admire from the exploitation that comes attached to it. This episode follows directly on from the two-part Geoffrey Cain series on Steve Jobs in exile — because Jobs is one of the case studies. In this conversation, Jennifer reveals: Why a narcissistic CEO's pay quietly pulls away from their team's over time — and what that gap…

Steve Jobs sold barely 100 computers a month at NeXT — and told his team they'd sell 100,000. This is the decade everyone skips. Author Geoffrey Cain joins Aidan McCullen for part two on Steve Jobs in Exile, the story of the wilderness years between Jobs' 1985 ousting from Apple and his return. Cain reframes the NeXT era not as a triumphant hero's journey but as a cascade of failure, ego and self-sabotage that quietly forged the leader Jobs became. In this conversation, Geoffrey reveals: Why the "reality distortion field" stopped working the moment the $6,500 NeXTcube shipped How Jobs sabotaged an IBM deal that could have made NeXTSTEP, not Windows, the world's operating system The airport moment he abandoned his own salesman in front of 800 IBM engineers Why he killed Ross Perot's pipeline to the CIA, NSA and Pentagon with five words: "I don't like the feds" How a Daffy Duck demo blew up a Disney deal worth thousands of computers Why Tim Berners-Lee built the entire World Wide Web on a single NeXTcube in…

Steve Jobs was nearly bankrupt — down to his last $150 million, burning $50 million a year, with every product failing and every investor gone. Award-winning journalist Geoffrey Cain, author of Steve Jobs in Exile: The Untold Story of NeXT and the Remaking of a Technology Visionary, joins Aidan McCullen to tell the story the official Jobs narrative leaves out: the dozen years between his firing from Apple in 1985 and his triumphant return. Drawing on unbroadcast NeXT footage, new interviews and internal documents, Cain reveals the failures, the revenge and the near-misses that forged the leader who saved Apple. In this conversation, Geoffrey reveals: Why Steve Jobs was three years from bankruptcy in the early 1990s The "low-level employees" lie that made Apple sue its own co-founder Why the lawsuit backfired and handed Jobs exactly what he wanted How a Bill Gates talk about CD-ROMs accidentally named NeXT Why revenge on John Sculley — not changing the world — drove the founding of NeXT The "hero–shithead…

One developer. Six months. An $80 million sale to Wix. That's not the future of work — it's already here. In this special panel from the Kyndryl Institute and The Innovation Show, host Aidan McCullen brings together four of the world's sharpest minds on strategy, innovation and disruption to explain why most leaders are using AI completely wrong — and what to do instead. Rita McGrath (Columbia, author of The Entrepreneurial Mindset and originator of "transient advantage"), Alexander Osterwalder (creator of the Business Model Canvas, CEO of Strategyzer), Ismail Amla (SVP at Kyndryl, author of From Incremental to Exponential) and Usman Sheikh (author of Frame Break, MD of High Output Ventures) map how work, value and power are being redrawn. In this conversation, the panel reveals: Why painting over a rusty gate explains how most companies are misusing AI How a single developer sold an $80 million company to Wix after six months of solo work What Jensen Huang does every Sunday night to stay connected to…

What if the best practices taught in every business school are quietly destroying the organisations that follow them? Eric Ries — author of Incorruptible: Why Good Companies Go Bad and How Great Companies Stay Great and founder of the Long-Term Stock Exchange — joins Aidan McCullen to expose the hidden forces that corrupt mission-driven organisations, and to reveal the structural defences that keep outliers like Costco immune. About Eric Ries Eric Ries is an entrepreneur and the bestselling author of The Lean Startup. His new book, Incorruptible, maps the structural forces that destroy company missions and lays out a blueprint for building organisations that resist them. He is also the founder of the Long-Term Stock Exchange (LTSE). About Aidan McCullen Aidan McCullen is a Thinkers50-recognised host, keynote speaker, author of Undisruptable, and former professional athlete. He is the founder and host of The Innovation Show — the podcast where square pegs find their place in a world of round holes. In this…

"I don't like J work." That was Andy — a top serial innovator at SAIC — telling his manager Dennis what he needed to be protected from. J work, in Andy's field of computational electromagnetics, is the imaginary part of a number. To Andy, it meant the imaginary work: staff meetings, budget reviews, formal reporting. Dennis's job was to keep him in real work. Most managers do the opposite. In part three of our Serial Innovators series, Bruce Vojak closes the loop. After two episodes on who serial innovators are and how they navigate the politics, this one is about how organisations find them, develop them — and how managers can stop accidentally driving them out the door. Bruce is co-author of Serial Innovators: How Individuals Create and Deliver Breakthrough Innovations in Mature Firms (with Ray Price and Abby Griffin), founder of Breakthrough Innovation Advisors, and former Associate Dean for Administration at the University of Illinois College of Engineering. In this conversation, Bruce reveals: • Why…

"I see dead people." That was Nancy Dawes' answer when Bruce Vojak asked her how she did it. The chemical engineer who took Olay from a dying brand to a billion-dollar product line wasn't being mysterious — she was telling him she saw patterns no-one else did. And the real burden, she realised, wasn't seeing them. It was getting an entire organisation to see them too. In part two of our Serial Innovators series, Bruce Vojak returns to unpack the chapter most innovators learn the hard way: the politics. In over 90% of a mature firm, resources, people and management attention are locked onto today's products. Breakthrough innovation has to fight all of it — for capital, for headcount, for strategic oxygen — and that fight is political by design. Bruce is co-author of Serial Innovators: How Individuals Create and Deliver Breakthrough Innovations in Mature Firms (with Ray Price and Abby Griffin), founder of Breakthrough Innovation Advisors, and former Associate Dean for Administration at the University of…

Most companies think innovation is a straight line. Bruce Vojak spent years studying the people who prove otherwise. Bruce Vojak is co-author of Serial Innovators: How Individuals Create and Deliver Breakthrough Innovations in Mature Firms (Oxford University Press). In this bonus episode of The Innovation Show, he joins Aidan McCullen for a focused look at the Hourglass Innovation Model — the descriptive framework that maps how serial innovators actually move from an interesting problem to a flawless product launch. In this conversation, Bruce reveals: Why the Hourglass Model is descriptive, not prescriptive — and why that matters How serial innovators often redefine the problem before they solve it The Tom Osborne story — how reframing a feminine hygiene brief from diaper to garment changed everything Why serial innovators can appear completely unproductive for months — and why that is actually the work How they were practising customer empathy and design thinking before those ideas had names Why Execute —…

"These are the most important people you've never heard of." After interviewing more than 50 serial innovators inside the world's largest mature companies, Bruce Vojak knows something most boards don't: a tiny minority of people — roughly 1 in 500 inside a large firm — quietly create the breakthrough products that fund everything else. They have no formal mandate. They are often almost fired. And without them, the S-curve flatlines. Bruce is co-author of Serial Innovators: How Individuals Create and Deliver Breakthrough Innovations in Mature Firms (with Ray Price and Abby Griffin), founder of Breakthrough Innovation Advisors, and a former engineering executive who has spent over a decade studying how breakthrough innovation actually happens inside big organisations. This is part one of a multi-part series with host Aidan McCullen on Bruce's life's work. In this conversation, Bruce reveals: Why the humble carrot peeler is the clearest example of how innovation redefines the basis of competition How Tom…

"Organisations love innovation, but they hate their innovators." Jeff and Staney DeGraff return to The Innovation Show to close out Aidan McCullen's DeGraff trilogy with their book The Art of Change. Their argument is direct: change rarely fails because of bad strategy or weak execution. It fails because leaders bring the wrong mindset — treating change like a linear project when change is actually a paradox to be held. In this conversation, Jeff and Staney reveal: Why the man who saved Operation Warp Speed got passed over for promotion — and what his story tells every innovator about the cost of being right The Jonas Salk warning every change-maker should hear: they won't notice, then they'll say you're doing it wrong, then they'll call you unprofessional, then they'll take credit for your work Why apathy and alignment are the deadliest signs in any organisation The seven core paradoxes of change — and the four-step paradox mindset cycle that breaks the deadlock Why facts don't change minds (the Harriet…

Description: Creativity isn't reserved for geniuses—it's a skill you can learn, practice, and compound over time. In this episode of The Innovation Show, Aidan McCullen sits down with Jeff and Staney DeGraff to explore their practical framework for everyday creativity: the C.R.E.A.T.E. method. Based on decades of research and real-world application, they break down how innovation actually happens—not through lightning bolts, but through small, iterative wins. From clarifying the real problem to evaluating ideas effectively, this conversation reframes creativity as a disciplined, learnable process. Sponsored by Kyndryl, this episode also includes a giveaway for subscribers. What You'll Learn: Why creativity is a learnable skill (not a talent) The power of small wins and iterative thinking How to identify the real problem before solving it Techniques like SCAMPER, analogies, and storyboarding Why evaluation—not ideation—often determines success How constraints and failure fuel innovation The C.R.E.A.T.E.…

What if the real driver of innovation isn't alignment—but conflict? In this episode of The Innovation Show, Aidan McCullen is joined by Jeff and Staney DeGraff, co-authors of The Innovation Code, to explore a powerful idea: innovation emerges from the tension between opposing perspectives—not from consensus. Drawing on decades of research and real-world application, they introduce four archetypes that shape how individuals and organisations innovate: The Artist (creation & ideas) The Engineer (process & execution) The Athlete (performance & results) The Sage (values & culture) Each brings strengths—and blind spots. The key? Not eliminating conflict—but orchestrating it. In this episode: Why alignment can actually kill innovation The role of constructive conflict in high-performing teams How different mindsets clash—and why that's essential The lifecycle of innovation and who leads at each stage Why organisations fail when they can't change their worldview How to build cultures of adaptability and reinvention…

AI is triggering a "big bang" in how organizations operate—and those that adapt fastest will win. In this episode, Stephen Wunker and Jonathan Brill explore the concept of the Octopus Organization, where intelligence is distributed, decisions happen at the edge, and workflows—not jobs—are automated. Drawing on biology, they explain how autonomy, governance, and visibility can coexist to unlock speed, resilience, and innovation. The discussion dives into overcoming organizational debt, avoiding groupthink and analysis paralysis, and shifting from rigid hierarchies to adaptive "kill web" structures. Real-world examples—from L'Oréal's rapid product cycles to AI-powered patent creation at Deep Invent—highlight how companies are already transforming. This episode is essential listening for leaders looking to redesign their organizations for the AI era.

How do you negotiate firmly, fairly, and effectively — without becoming a jerk? In this episode of The Innovation Show, Aidan McCullen speaks with Barry Nalebuff — Yale professor, entrepreneur, and author of Split the Pie — about a principled approach to negotiation built around one simple idea: identify the pie, the extra value created only when both sides reach agreement, and split it equally. Rather than relying on pressure, posturing, or arbitrary bargaining, Barry shows how negotiation can become a logical, ethical, and data-driven process. Drawing on cooperative game theory and real-world business experience, he explains why most people misunderstand what is actually being negotiated — and how that confusion leads to bad deals and bad relationships. The conversation includes examples from: Barry's mother buying her rented home, Coca-Cola's acquisition of Honest Tea, a negotiation with a domain-name squatter, grant funding and workload-sharing examples, lease-breaking, tax-loss mergers, and everyday…

What if Nokia saw the iPhone coming and still couldn't stop it? In this episode, strategy professor Timo Partanen, former Nokia market intelligence leader (2001–2009), reveals what was really inside Nokia's internal iPhone threat briefing presented to senior leadership. Nokia had tracked Apple for years. They saw the signals like touchscreen innovation, strategic hires, and shifting user expectations. The iPhone's hardware wasn't the surprise. The real shock was Apple's ecosystem. From its exclusive partnership with Cingular (AT&T) to alliances with Google and Yahoo, Apple didn't just launch a product, it launched a new business model. One that exposed Nokia's blind spot: a hardware-first culture in a platform-driven world. We explore why clear warnings didn't lead to action, how strategy broke down between leadership and execution, and what today's companies can learn about disruption, partnerships, and transformation. This is a story about missed shifts, internal friction, and the difficulty of turning…

How did Nokia survive one of the most dramatic collapses in business history? In this episode, we explore the hidden driver of strategy under pressure: emotion. Drawing on research based on 100+ interviews inside Nokia between 2007 and 2013 , INSEAD's Quy Huy and Aalto University's Timo Vuori join Aidan McCullen to explain how large organizations can execute radical pivots—not just through analysis, but through structured emotion regulation. We unpack how Nokia moved from denial, fear, and rigid thinking to a disciplined, data-driven, and emotionally aware strategy process that enabled it to exit mobile phones and rebuild around networks and 5G. You'll learn: Why strategy fails when emotions go unmanaged How boards can shape better decisions by regulating—not suppressing—emotion The role of consultants, teams, and partners in expanding strategic thinking Why discussing failure systematically leads to better outcomes How to design strategy processes that work under uncertainty This is not just a story about…

Most people believe the iPhone killed Nokia. But the real story behind Nokia's collapse is far more complex — and much more human. At its peak Nokia controlled nearly 50% of the global mobile phone market and had over one billion customers. Yet within a few years the company lost the smartphone war as Apple and Google reshaped the industry. In this episode we continue our deep dive into the research of Quy Huy and Timo Vuori, whose study reveals how fear inside Nokia distorted communication and decision-making. Senior leaders felt intense pressure from competitors and investors, while middle managers feared delivering bad news. The result was silence, denial, and what the researchers call "collective lies." We explore how Nokia became trapped by its Symbian platform, how short-term financial pressures undermined long-term innovation, and why leadership dynamics and organizational culture can determine the fate of even the most dominant companies. The lesson: strategy often fails not because of technology —…

Nokia didn't lose the smartphone battle because it lacked smart people or a strategy deck. It lost because fear and shared emotions quietly reshaped attention, filtered information, and weakened truth-telling. Quy Huy (INSEAD) and Timo Vuori (Aalto University)—authors of the 2016 research on Nokia's collapse—explain how leaders hid emotions behind "technology and finance talk," how dissent was punished, and how misaligned fearformed: executives feared competitors and shareholders while middle managers feared their bosses. We connect the dots to psychological safety, power traps, poker-face leadership, burnout, and what this teaches leaders facing AI disruption today. Find Quy https://www.insead.edu/faculty-personal-site/quy-huy https://knowledge.insead.edu/strategy/nokias-reinvention-was-emotionally-driven Find Timo https://research.aalto.fi/en/persons/timo-vuori/ https://adaptivevolcano.com/about

BlackBerry once ruled the business world. Presidents, CEOs, and Wall Street relied on its encrypted devices. Then the iPhone arrived — and everything changed. In this episode, Jacquie McNish, co-author of Losing the Signal, unpacks the untold story behind: • The improbable rise of Research In Motion • The 2011 global outage crisis • The NTP patent war • 9/11 and encrypted messaging dominance • The internal fracture between Mike Lazaridis and Jim Balsillie • The Storm failure • The QNX pivot and BlackBerry's second act A fascinating case study in leadership psychology, technological disruption, and strategic inflection points. This is a masterclass in: Innovation Leadership Disruption Scaling culture Strategic blindness Corporate inflection points 📘 Book: Losing the Signal by Jacquie McNish & Sean Silcoff https://amzn.to/4tVBHWk 🎙 Hosted by Aidan McCullen Aidan McCullen is a Thinkers50 Innovation Award winner, recognised for his contribution to global innovation practice through The Innovation Show. Aidan is…

Why does corporate innovation fail so often — even with talented teams and strong ideas? In this episode of The Innovation Show with Aidan McCullen, intrapreneur and innovation veteran Chuck House returns to explain why innovation dies when projects, programs, and strategy aren't clearly connected — and why executives often misjudge innovation timelines because they're optimizing established businesses. Chuck breaks down the 4 intrapreneur traits (curiosity, perspective, resilience, and comfort with data) and the overlooked career skill that makes or breaks intrapreneurs: managing down AND managing up. Learn how to build team trust, navigate organizational politics, make "invisible work" visible, and persuade decision-makers to keep the right bets alive. He also challenges traditional project review approaches (IRR, cost/schedule targets, early sales projections) and introduces his practical alignment tool: the Return Map — a living, cross-functional view that integrates investment, revenue, and profit over…

This week's guest is David Rogers, Columbia Business School professor and author of Digital Transformation Playbook. We discuss digital transformation strategy, AI in business, disruptive innovation, platform business models, network effects, and leadership in the age of AI. If you're navigating digital transformation or AI strategy, this episode is essential listening. 00:00 Introduction and Sponsor Message 00:35 Meet the Digital Transformation Expert 01:38 Impact of the Digital Transformation Playbook 05:40 Evolution of Digital Transformation 07:24 The Role of AI in Digital Transformation 09:21 Frameworks and Theories of Disruption 09:38 The Story of Encyclopedia Britannica 16:59 Understanding Business Disruption 24:44 Disruptive Business Model Map 33:12 Understanding Network Effects 34:41 Same Side vs. Cross Side Network Effects 38:01 The Challenge of Competition in Platform Businesses 42:21 The Importance of Platform Business Models 46:13 Four Types of Platform Businesses 49:19 Platform Business Model…

In this episode, we explore the strategic brilliance of Taylor Swift with Kevin Evers, author of There's Nothing Like This. From genre-shifting reinventions to billion-dollar tours, Taylor's evolution isn't just musical—it's a masterclass in brand, resilience, and audience engagement. 🎯 We cover: The pivot from country to global pop dominance How Taylor handled public backlash & the Kanye/Kardashian controversy Her savvy response to the streaming revolution Ownership battles over her masters and how it reshaped the industry Building the Eras Tour as a pinnacle of fan-first strategy What businesses can learn from Taylor's "anti-fragile" mindset Whether you're a fan, a founder, or fascinated by the music business, this is a powerful look at how strategy meets stardom. 🔗 Learn more about Kevin's book: nothinglikethisbook.com 🎧 Subscribe and leave a review to support the show! https://thethursdaythought.substack.com

In this episode, Aidan McCullen welcomes Kevin Evers, editor at Harvard Business Review Press and author of There's Nothing Like This: The Strategic Genius of Taylor Swift. Together, they explore how Taylor Swift built not just a music career—but a global business empire. From fearless reinvention and blue ocean strategy to her mastery of fan engagement and brand evolution, Taylor Swift's rise is a masterclass in innovation, leadership, and vision. Learn how her career mirrors the strategic moves of top businesses, and what leaders, entrepreneurs, and creators can take away from her story. Tune in for: The psychology and strategy behind Swift's career decisions How she shaped fan culture and digital engagement Lessons in brand authenticity, creative growth, and leadership What businesses can learn from Swift's reinvention and market disruption Whether you're a Swiftie, strategist, or business leader, this episode offers sharp insights into how to turn art into lasting impact. Find Kevin:…

📘 Guest: Joel Schwartzberg, author of Get to the Point & The Language of Leadership In this episode, we cut through the noise and get straight to the point—literally. Communication expert and author Joel Schwartzberg returns to discuss the art and science of clarity in communication. Whether you're a leader, innovator, speaker, or simply want to stop rambling and start resonating, this episode is packed with practical, game-changing advice. We explore: Why having a clear point is the cornerstone of influence How to sharpen your message with Joel's "I believe" and "XY" tests The power of pausing, volume, and emotional contagion in speech How to handle interruptions with grace and still deliver your message Real-life analysis of effective speeches (including a powerful moment from Demi Moore) The role of AI in crafting and questioning your communication Sticking the landing: how to end your message with lasting impact 💡 If you've ever struggled to communicate a big idea or felt your message wasn't landing—this…

In this episode, we sit down with Gary Klein, author of Seeing What Others Don't, to explore the fascinating science behind insights and how organizations can foster smarter thinking and innovation. Klein dives deep into over 120 real-world stories he's collected—ranging from Daniel Boone to Napoleon—and explains the two powerful triggers behind most breakthroughs: connections and anomalies. Discover how organizations often suppress insights, and why a focus on predictability and perfection can kill innovation. Learn about his new concept of Insight Audits and how leaders can shift their environments to better capture the power of spontaneous insight. 00:00 Introduction and Sponsor Message 00:27 Guest Introduction: Gary Klein 00:59 Collecting Stories of Success 02:19 The Down Arrow vs. The Up Arrow 04:43 Investigating Insights 05:38 Themes of Insight: Connections and Discrepancies 07:10 Historical Models of Insight 09:16 Organizational Barriers to Insight 11:17 The Perfection and Predictability Traps 15:06…

In this timeless episode of The Innovation Show, Aidan McCullen sits down with Scott Galloway, Clinical Professor of Marketing at NYU Stern, for a prescient conversation that remains highly relevant today. Recorded nearly a decade ago, this episode dives deep into: The rise of the algorithm-driven economy How tech giants like Amazon and Facebook dominate using data and intelligence The decline of traditional media and the shift to subscription-based models The retail apocalypse and how Amazon continues to reshape consumer behavior The emerging power of voice technology and screenless interaction Scott also offers strategic insights into the future of media, marketing, and retail, with takeaways that still resonate in today's digital landscape. This episode is brought to you with thanks to our sponsor, Kyndryl, helping global enterprises harness the power of AI and digital infrastructure for competitive advantage. Timestamps: 00:00 Introduction 01:15 Algorithm-Driven Economy 08:46 Subscription Models 12:48…

🔮 Navigating the Accelerated S-Curve with Paul Nunes | Big Bang Disruption & Shark Fin Strategy Welcome to episode 2 of our exclusive Harvard Business School series! 🎓 Join host Aidan McCullen as he interviews Paul Nunes, renowned as the King of the S-Curve, in a masterclass on navigating today's fast-evolving business cycles. 📈 Discover how exponential technology change is collapsing traditional life cycles and creating "Shark Fin" business models—where sudden success can be catastrophic and strategic timing is everything. Paul explains how companies like Netflix, Apple, Peloton, and Intel navigated (or missed) these cycles and what it means for your business. 🔥 Learn about Big Bang Disruption, the death of early adopters, managing multiple S-curves, the rise of orchestrator firms, and how strategy must evolve for verticalized industries, fleeting advantage, and supply chain complexity. ⏰ Timestamps for Key Topics: 00:00 - Introduction and Welcome 00:26 - The Evolution of S-Curves 01:43 - What is the Shark…

Based on a ten-year study, Teresa Amabile reveals why retirement—and any major life transition—requires far more psychological work than we expect. In this special episode of The Innovation Show, recorded at Klarman Hall at Harvard Business School, Aidan McCullen sits down with renowned psychologist and researcher Teresa Amabile to explore one of the most underestimated transitions we face: the move out of a long-held role and into what comes next. Drawing on a ten-year study of 120 professionals—many healthy, financially secure, and highly accomplished—Amabile reveals a striking insight: when people hear the word retirement, their dominant associations are fear, uncertainty, and loss of identity. And that fear has little to do with money or health. This conversation reframes retirement as a broader human challenge: how we navigate endings, detach from identities that once defined us, and rebuild a life structure that still allows for progress, meaning, and contribution. Amabile outlines the four core tasks…

Join us for a special edition of The Innovation Show, recorded at Harvard Business School, featuring Scott D. Anthony, Clinical Professor at the Tuck School of Business and co-author of Seeing What's Next with the late Clay Christensen. Scott joins us to discuss his latest book, "Epic Disruptions: 11 Innovations That Shaped Our Modern World." In this episode, Scott shares insights from his groundbreaking book, Epic Disruptions: 11 Innovations That Shaped Our Modern World. Through compelling historical parallels and modern business cases, he uncovers the hidden patterns that define true disruptive innovation and how leaders can respond with resilience and creativity. From Henry Ford and the Model T to the fall of Constantinople, from Netflix vs. Blockbuster to the scientific revolution, Scott connects past transformations to today's urgent innovation challenges. He unpacks powerful concepts like emergent strategy, value networks, and the critical role of business models in enabling — or blocking — change.…

The Innovation Show with Aidan McCullen | Guest: Chuck House How do you drive real innovation inside a large organisation—without getting shut down by hierarchy, process, or short-term thinking? In this episode of The Innovation Show, host Aidan McCullen is joined by legendary Hewlett-Packard intrapreneur Chuck House, author of Permission Denied, for a deep dive into intrapreneurship, corporate innovation, and innovation leadership. Drawing on decades of experience building breakthrough technologies at HP, Chuck shares the 7 rules of intrapreneurship, explains why most organisations unintentionally kill innovation, and reveals what both intrapreneurs and leaders must do differently to succeed. In this episode, you'll learn: The key differences between entrepreneurs and intrapreneurs Why intrapreneurs need air cover, not permission The 7 rules every intrapreneur must follow Why doing your own market research is non-negotiable How asking "why" relentlessly leads to breakthrough innovation Why great…

In this episode of The Innovation Show, Chuck House—legendary HP intrapreneur and author of Permission Denied—joins Aidan McCullen, host of The Innovation Show and a Thinkers50 Innovation Award recipient, to explore the real dynamics behind innovation inside large organizations. House shares how he repeatedly challenged assumptions, defied orders, built high-performing teams, and navigated the "corporate immune system" to create breakthrough technologies such as the logic analyzer and Pisces system. Together, Chuck and Aidan unpack why innovation is resisted, how success blinds leaders to the next paradigm shift, and what intrapreneurs must do to survive and thrive. Brought to you by Kyndryl, this conversation blends deep corporate experience with modern innovation thinking—from one of HP's most impactful engineers and one of the world's leading thinkers on transformation and change. Episode Highlights Why organizations punish failure while preaching innovation The paradox of permission: what leaders say vs.…

In this special Thinkers50 edition of Innovation Show X, sponsored by Kyndryl, host Aidan McCullen brings together three of the world's most influential management thinkers—Alex Osterwalder, Howard Yu, and Sangeet Paul Choudary—to explore how AI is transforming the architecture of business. What makes this conversation extraordinary is that, unknown to everyone at the time of recording, each participant would receive a major Thinkers50 recognition just hours later: Sangeet Paul Choudary — Thinkers50 Strategy Award Howard Yu — reaffirmed in the Thinkers50 global ranking Alex Osterwalder — reaffirmed in the Thinkers50 global ranking Aidan McCullen — Thinkers50 Innovation Award This episode captures four award-winning perspectives before the accolades were announced—an unfiltered, spontaneous exchange on the real work of reinvention. 🎙️ Episode Overview AI is reshaping the business landscape, but most organisations focus on tools rather than the deeper question: How must business models, organisational…

Mastering Chaos: Navigating the BANI Future with Bob Johansen & Jamais Cascio 🎙️ Episode Title: Mastering Chaos: Navigating the BANI Future 👥 Guests: Bob Johansen & Jamais Cascio 💡 Sponsored by: Kyndryl | Reimagining the tech systems powering global enterprise innovation. In this episode, Bob Johansen and Jamais Cascio return to explore their book Navigating the Age of Chaos: A Sensemaking Guide to a BANI World. They dive into the evolution from VUCA (Volatile, Uncertain, Complex, Ambiguous) to BANI (Brittle, Anxious, Nonlinear, Incomprehensible) and its impact on leadership, strategy, and personal resilience. 🔍 Topics Include: The origins and future of VUCA and BANI VUCA+ and BANI+ frameworks Real-world examples: LEGO, Netflix, Special Olympics, Airbnb Leadership agility & "Flexive Command" Future-back thinking and anticipatory history AI, ethics, empathy & strategic foresight Purpose, interconnectedness & sensemaking This episode is essential for leaders, innovators, and future-thinkers navigating today's…