Theory
The Structure of Choice
Most strategy frameworks focus on execution: better products, lower costs, or improved processes. Spatial Choice Theory reframes strategy as a problem of positioning in the real-world choice space.
Theory
Theory
On Pressure Threshold
There is a point in the life of every crowded position at which performing better stops being enough. Not because the firm has stopped trying, and not because the market has become irrational. Because the structure of the position itself has made continued operation within it economically unsustainable — and no
Theory
On Competitive Crowding
When a cluster thickens — when imitation has run long enough that the configurations within a competitive space become structurally similar — something specific happens to the competitive game. It doesn't just get harder. It changes shape. Most firms experience this as a market turning hostile: margins grinding down for
Theory
On The Imitation Trap
The most reliable force in competitive markets is not innovation. It is imitation. And the reason it destroys value so consistently is that, at every step of the process, the firms doing the imitating are making the rational choice. That is what makes this a trap rather than a mistake.
Theory
On Positional Advantage
Not all distance is equally defensible. That is the part of the Distance Principle that most firms discover too late.
Theory
The Distance Principle
The most useful thing I've found about competitive advantage is that it isn't a thing you have. It's a distance you hold.