Theory
Most strategy frameworks focus on execution: better products, lower costs, or improved processes. Spatial Choice Theory reframes strategy as a problem of positioning in the real-world choice space.
Analysis
How competitive convergence in digital health masks fragility in markets where all players optimize identically.
Markets
When a Winning Move Stops Looking Like Winning A curious calm pervades the AI market—not the calm of certainty, but the calm that momentum brings. Progress is visible, capital is committed, and activity is easy to point to. Models improve on predictable intervals. New products launch with confidence. Enterprises
Most strategy frameworks focus on execution: better products, lower costs, or improved processes. Spatial Choice Theory reframes strategy as a problem of positioning in the real-world choice space.
How competitive convergence in digital health masks fragility in markets where all players optimize identically.
When a Winning Move Stops Looking Like Winning A curious calm pervades the AI market—not the calm of certainty, but the calm that momentum brings. Progress is visible, capital is committed, and activity is easy to point to. Models improve on predictable intervals. New products launch with confidence. Enterprises
An independent strategy practice applying experimental competitive strategies to shape high-stakes decisions under uncertainty.
Organizations are remarkable in their capacity to grow. They add product lines, features, services, reporting layers, and committees. They optimize for every marginal improvement, believing that more options, more processes, and more tools will create more value. And yet, the very act of doing more often comes with a subtle,
Most discussions of innovation begin at the wrong point. They begin with solutions.
There are few daily experiences as universal — or as stubborn — as the commute.
