🔮 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 Fin Strategy?
03:52 – Managing Multiple S-Curves
05:29 – Rapid Market Change & Business Lifecycle
07:42 – Case Studies: American Giant & Peloton
10:30 – The New Supply Chain Realities
18:01 – Is Vertical Integration Still Viable?
24:13 – Strategy in the Age of Compression
24:34 – Industry Diversification & Component Thinking
25:17 – Nvidia, Intel, and Strategic Orchestration
27:02 – Innovation vs. Manufacturing Models
33:15 – Capital Investment, Risk & Timing
39:06 – Why the Chief Strategy Officer Role is More Crucial Than Ever
47:55 – Final Reflections & Thank Yous
💡 Whether you’re a strategist, innovator, entrepreneur, or business leader, this episode is a must-watch to future-proof your thinking and strategy.
📚 Based on Paul’s seminal works: Jumping the S-Curve, Big Bang Disruption, and Pivot to the Future
🔗 Watch, learn, and subscribe for more expert-led strategy content!
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