The Situations · a six-question read

The disagreement is usually the diagnostic.

Four situations, watched across medical devices, enterprise software, mining, and the industries in between. Answer the way things actually are, not the way the board deck says they are. Nothing is stored and nothing is sent.

Question 1 of 6

Situation 01

The technology works. Adoption doesn't.

Champions tell you the product works. Only the people who will not absorb the change cost tell you a market exists.

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Situation 02

Growth has slowed. Nobody agrees why.

When every function has a theory and every theory blames another department, the disagreement itself is the diagnostic.

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Situation 03

The board has three narratives. Only one is correct.

A divided board is a data room with three gaps. Directors' questions are a map of their fears; read them together.

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Situation 04

The raise has to land. The story is not converting.

Investors rarely reject the company. They reject the gap between the story and the evidence, too politely to name it.

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The Outsider's Letter · weekly

The situation rarely stays the same for long.

One essay most weeks on what is actually wrong underneath problems like this one.