Strategy Across the S-Curve Module Takeaways
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Strategy Across the S-Curve Module Takeaways
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This podcast is a lively wrap-up to the RC Strategy course — an energetic finale called “Strategy Across the S-Curve: Module Takeaways.” Charlotte and Marc guide listeners through how great companies sustain competitive advantage as industries evolve.
They use the S-curve framework — from ferment to takeoff to maturity — to show how strategic priorities shift over time. Each stage is illustrated with a case:
- Thinx (Ferment): creating a market from scratch, testing models, and breaking cultural taboos.
- Tesla (Takeoff): scaling fast through vertical integration, shaping industry structure, and exploiting incumbents’ inertia.
- Netflix (Maturity and Renewal): repeatedly reinventing itself across multiple S-curves, from DVDs to streaming to global content.
Across all three, they highlight the strategist’s four levers — unit economics, customers, competition, and scope — and how these evolve as the industry moves along the curve.
The episode ties the whole RC Strategy course together, emphasizing that strategy is dynamic: firms must adapt their integrated choices to stay ahead. It ends on an inspiring note — strategy isn’t about standing still, but about staying alive, relevant, and ready for the next wave.