エピソード

  • BYD’s Luxury Bet in India: When You Cannot Compete on Scale, Can You Compete at the Top?
    2026/11/14

    BYD can’t compete on scale in India, so it launched Denza at the top. Can an unknown badge win luxury buyers who want others to recognise what they drive? BBR looks at Tesla, Lexus and MG’s lessons.


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    15 分
  • When Network Effects Stop Protecting You
    2026/11/13

    How Kalshi overtook Polymarket—and what their rivalry reveals about network effects, distribution, strategic fit and the changing nature of competitive advantage.

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    17 分
  • Can You Build an Industry by Keeping Its Raw Materials at Home?
    2026/11/12

    India's battery black mass export ban raises a bigger strategic question: Can solving one problem in a supply chain create new problems elsewhere?

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    19 分
  • Israir and Arkia: When 1 + 1 Doesn’t Make a Stronger Competitor
    2026/11/10

    Can two smaller airlines become a stronger competitor by merging? Using Israir–Arkia and lessons from past mergers, we explore why strategic fit, not size alone, determines whether consolidation creates real value.

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    21 分
  • The Logic of Strategic Control in Outsourcing
    2026/11/08

    When is outsourcing a strategic risk? Through Google, Boeing, Apple and Zappos, this episode explores how businesses should balance cost, control and customer interests when deciding which capabilities to own and which to entrust to partners.

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    11 分
  • The Business You Haven't Realised You're Already Building
    2026/11/07

    What if your next business is already hidden inside your existing one? Through Ro, Amazon Web Services and Flatiron Health, we explore how companies discover new opportunities in capabilities they already possess—and the risks of pursuing them.

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    22 分
  • Canva’s Hardest Day
    2026/11/04

    Canva made design accessible to millions. Now AI is changing the rules again. What Canva's difficult moment reveals about the vulnerability of disruptors—and why today's competitive advantage may not survive tomorrow's innovation.

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    22 分