Business Model Innovation
Speakers who challenge how organisations create, deliver, and capture value in shifting markets
Sustainability commitments are colliding with margin pressure, and the standard playbook (offsets, efficiency gains, recycled inputs) is running out of room. Boards want growth models that cut cost and emissions at the same time, not trade one for the other. Most organisations do not yet know where those models come from or how to evaluate them.
Executive teams know the rules of the game have changed and still default to the playbook that built the last decade. Automation is eating predictable work, and the human capabilities that matter most, empathy, judgement, persuasion, are the ones leadership pipelines were never designed to develop. The question is no longer whether to adapt, it is which parts of the business to rebuild first and how to develop the people who will lead that rebuild.
Most organisations set rules and incentives, then hope people behave as intended. They rarely do. When information is uneven, interests diverge, or a market structure rewards the wrong thing, the output is predictable: gamed auctions, misaligned pay, regulation that entrenches incumbents, decisions that no one in the room actually wants.
Most companies still recruit, fund and build the way they did twenty years ago, then wonder why they cannot attract the talent or absorb the risk that genuinely new ventures require. The capital is available. The people are available. The structures that connect them are not. Leaders trying to launch breakthrough products inside conventional organisations run into the same wall: the operating model was designed for predictable work, and predictable work is not what growth now depends on.
Markets are not behaving like markets anymore. Categories collapse, customer expectations shift mid-quarter, and the playbook that built the business is now the thing slowing it down. Senior teams know the brand needs to change shape; the harder question is which parts to keep and which to break on purpose.
Most businesses facing digital disruption respond with better law, better lobbying, or better content controls. None of those work when the underlying consumer behaviour has already shifted. The harder problem is building a business model that makes the illegal alternative redundant – and then persuading the incumbents whose economics you are disrupting to help you do it.
Successful companies are the ones least equipped to respond to disruption. Their existing business model – the source of their competitive advantage – creates structural conflicts with any new model they try to adopt. The question is not whether to respond, but which response will not destroy what already works.
Most large banks know their operating model was not built for the speed of modern technology. The harder question is not whether to innovate but how: when to build, when to partner with a startup, when to buy, and how to make any of that stick inside a regulated balance sheet. Leaders need honest answers from people who have sat on both sides of that table.
For two decades, the economics of distribution favoured the hit. Digital shelves, open-source tooling and cheap production have quietly inverted that logic, and most organisations still plan their assortment, pricing and manufacturing as if scarcity were the default. The unresolved question for commercial leaders is how to build a growth strategy when niche demand, zero-cost copies and distributed production are each reshaping the economics at the same time.
Competing head-to-head against entrenched incumbents is a losing game for most challengers. The question leaders keep returning to is how you find a commercial position others have written off, build a business model that fits it, and scale without drifting into the fight you cannot win. Most organisations default back to the hub; the useful conversation is about the discipline required not to.