In this episode, the team explores how companies like Nvidia are redefining competition by partnering with competitors to build full ecosystem solutions. Rather than fighting for share within existing categories, they are expanding the market itself by helping customers succeed end-to-end. The discussion highlights how B2B companies can identify when co-opetition makes sense and how to apply it strategically to unlock growth.

In this episode, the team breaks down the surprising outcome of the Warner Bros. Discovery bidding war and why Netflix—despite a strong strategic position—didn't win. What began as a logical, best-fit decision quickly shifted as Paramount reframed the deal around certainty and risk. The conversation explores how strategy evolves through competitor moves, stakeholder priorities, and external pressures, and why most teams underestimate these dynamics.

In this episode, Mary and Tom unpack the backlash surrounding Ring's Super Bowl ad for its new "Search Party" feature — a tool designed to help locate lost dogs through Ring cameras. On the surface, the idea felt like a winner: people love dogs, and technology that helps reunite pets with owners sounds inherently positive. But the reaction exposed deeper issues around privacy, positioning, and cultural sensitivity. The discussion explores how technically impressive products can stumble when companies assume a "slam dunk" and skip critical commercial disciplines.