The Innovation Show

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Aug 2026

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A Global weekly show interviewing authors to inspire, educate and inform the business world and the curious. Presented by the author of "Undisruptable", this Global show speaks of something greater beyond innovation, disruption and technology. It speaks to the human need to learn: how to adapt to and love a changing world. It embraces the spirit of constant change, of staying receptive, of always learning.

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August 25, 2026Episode 66327 min

Ep 663: Alex Osterwalder — Why the Core Business Kills Innovation (Explore vs Exploit, Part 3)

"Exploitation pays your salary. Exploration pays your pension." — Steve Blank In Part 3 of The Innovation Show's Strategyzer series, Alex Osterwalder returns to tackle the problem every leadership team quietly struggles with: the core business kills everything that looks different. Building on James March's exploration vs exploitation, Tushman and O'Reilly's Lead and Disrupt, and Clay Christensen's Innovator's Dilemma, Alex explains why good people with no ill intent still strangle new products, new channels and new business models — and what leaders must do about it. In this conversation, Alex reveals: → Why the core business kills everything that looks different — and why nobody involved is acting in bad faith → The SonoSite story: why a CEO sat in a sales meeting and watched his top salesperson never take out the product customers were asking for → Why exploration is a top-down challenge — and why bottom-up passion isn't enough without the right governance → How Logitech's Bracken Darrell used "trees, plants and seeds" to proactively shift 70% of resources out of the core → Why Jeff Bezos was obsessed with Amazon dying while it was at the very top — and what Day One culture really protects → The "Rita McGrath test": what a CEO's agenda reveals about what a company actually values → What Alex told a bank CEO about exploration: "I don't even care what you do, as long as people think you're working on it" → Inside the workshop Alex is designing for a luxury hotel chain — mapping city hotels, beach resorts, island retreats, yachts and private jets on a business model portfolio → Why luxury hospitality's shift from lodging to experiences is an exploration problem, not an operations problem → Hubert Joly on Best Buy: when a turnaround must come before exploration — and why everyone else should start exploring today 00:00 Why Innovation Stalls 00:47 Sponsor Message 01:19 Explore Versus Exploit 02:46 Osterwalder Law Returns 05:52 Sales Incentives Trap 09:15 Seeds Plants Trees 12:23 Governance In Practice 15:29 Luxury Hotel Workshop 18:29 Portfolio Map Exercise 24:46 Tools And Playbooks 26:11 Wrap Up And Sponsor Find the business model portfolio map and many more free tools at https://www.strategyzer.com — Innovation Show listeners get 20% off the paid playbook library with code INNOVATIONSHOW20. This series is brought to you by Kyndryl, who run and reimagine the technology systems that drive advantage for the world's leading businesses. With a unique blend of AI-powered consulting built on unmatched managed-service capability, Kyndryl helps leaders harness technology for smarter decisions, faster innovation, and lasting competitive edge. Learn more about Kyndryl and the Kyndryl Institute at https://www.kyndryl.com/institute . Subscribe to the Thursday Thought on Substack for a chance to win one of Alex Osterwalder's books, with thanks to Kyndryl: https://thethursdaythought.substack.com About The Innovation Show: the Thinkers50-recognised podcast where square pegs find their place in a world of round holes. Hosted by Aidan McCullen, author of Undisruptable, it brings you conversations with world-class authors, scientists and practitioners on disruption, innovation, change, transformation and leadership. Website: https://theinnovationshow.io Apple Podcasts: https://podcasts.apple.com/ie/podcast/the-innovation-show/id1148455669 Spotify: https://open.spotify.com/show/63nFKf4bsSWo3W72gWtOsK?si=b62d9614237c4450 YouTube: https://www.youtube.com/c/theinnovationshow LinkedIn: https://www.linkedin.com/in/aidanmccullen

August 19, 2026Episode 66232 min

Alex Osterwalder — Value Proposition Design in the Age of AI (Part 2)

"You're gonna run up a hundred wrong hills, and you're still not gonna get a good understanding of the map." Alexander Osterwalder, co-author of Value Proposition Design and founder of Strategyzer, returns for Part 2 of our series. Last week: which projects to retire. This week: value proposition design in the age of AI — why generative AI can formulate a brilliant value proposition, but only if you've done the homework it cannot do for you. In this conversation, Alex reveals: Why building fast with AI without validated customer jobs, pains and gains is "running up a hundred wrong hills" The four foundations of an irresistible value proposition — and why even world-class brands can't show quantitative evidence for the first one Why teams differentiate against competitors instead of through the customer's eyes The Value Stack, Strategyzer's new tool for prioritising the benefits customers actually care about Should you feed your secret formula into enterprise AI? Alex's two answers to the data-privacy dilemma Why the fear of AI handing your value proposition to competitors is — for now — irrational Why marketing teams "shouldn't be writing a word" — and how to turn Gen AI into rocket fuel instead of a shortcut The B2B trap: designing for users when decision-makers sign the cheque How a solo inventor should ABC-test differentiators and pricing with three landing pages The Roger Federer analogy: why e-learning alone will never make you world-class Why growth is a profession you learn, not a creative gift 00:00 Building Fast Up the Wrong Hill 00:25 Validate Customers with Evidence 01:07 A Word from Our Sponsor, Kyndryl 01:45 How Teams Misuse AI in Value Proposition Design 02:59 Why a Value Proposition Is Not a Writing Exercise 03:55 The Four Ingredients of an Irresistible Value Proposition 05:59 Benefits Backed by Proof 06:50 Differentiate Through the Customer's Eyes 07:58 The Process and the Playbook 10:06 AI Only Works After the Homework 11:55 The Data Privacy Dilemma 13:04 Safe Models and Why Your Value Proposition Is Unique 16:41 Stop Wordsmithing, Start Iterating 17:05 The Gen AI Playbook, Step by Step 18:58 Inside the Playbook Library 19:52 B2B: Users vs Decision-Makers 22:05 Listener Discount and Webinar Details 23:07 Advice for Builders and Entrepreneurs 26:11 Discipline Beats Creativity 27:02 The Roger Federer Coach Analogy 30:07 The Party Trick: Evaluating Business Ideas 31:51 Wrap Up and Thanks to Kyndryl Explore the Strategyzer playbook library at https://www.strategyzer.com — Innovation Show listeners get 20% off with the code INNOVATIONSHOW20. This series is brought to you by Kyndryl, who run and reimagine the technology systems that drive advantage for the world's leading businesses. With a unique blend of AI-powered consulting built on unmatched managed-service capability, Kyndryl helps leaders harness technology for smarter decisions, faster innovation, and lasting competitive edge. Learn more about Kyndryl and the Kyndryl Institute at https://www.kyndryl.com . Sign up for the Kyndryl Institute at https://www.kyndryl.com/institute and send us a screenshot for a chance to win a copy of Value Proposition Design, with thanks to Kyndryl. About The Innovation Show: the Thinkers50-recognised podcast where square pegs find their place in a world of round holes. Hosted by Aidan McCullen, author of Undisruptable, it brings you conversations with world-class authors, scientists and practitioners on disruption, innovation, change, transformation and leadership. Website: https://theinnovationshow.io Substack (Thursday Thought): https://thethursdaythought.substack.com Apple Podcasts: https://podcasts.apple.com/ie/podcast/the-innovation-show/id1148455669 Spotify: https://open.spotify.com/show/63nFKf4bsSWo3W72gWtOsK?si=b62d9614237c4450 YouTube: https://www.youtube.com/c/theinnovationshow LinkedIn: https://www.linkedin.com/in/aidanmccullen

August 13, 2026Episode 66141 min

Alex Osterwalder — Which Projects to Fund and Which to Kill

"Spreadsheets are a fantasy made explicit. They're not a metric. What you can measure is the evidence that the business case could work." Alexander Osterwalder, creator of the Business Model Canvas, CEO of Strategyzer and author of The Invincible Company, Testing Business Ideas and Value Proposition Design, returns to The Innovation Show. He walks Aidan McCullen through the evidence-based innovation playbook he uses with companies like Honeywell to decide which growth projects to fund, which to change, and which to retire — so you get a real funnel, not a tunnel. In this conversation, Alex reveals: • Why every upfront business case is "pure fantasy" — and what to measure instead • The five levels of evidence, from what customers say to what they actually do • How Honeywell's Growth Symposiums fund projects on scorecards of evidence, not opinions • Why LEGO Movies started at zero on every score while LEGO Friends started at level-five feasibility • The explore vs exploit trap: why 90% of companies judge new ideas with "exploit glasses" on • Amazon's scale from new warehouses to Kindle to AWS — and why AWS was never a business case • Why engineers build too fast in the age of AI, and why needs and willingness to pay come first • The "Mark said we know" technique that makes faith-based investing explicit • What makes an entrepreneurial leader, from Jeff Bezos to Logitech's Bracken Darrell • The move from books to playbooks: the say-do cycle and the market-readiness assessment, demonstrated live Chapters: 00:00 Scorecard Of Evidence 02:00 Oscar The Cat 03:00 Welcoming Alex Osterwalder 04:00 From Books To Playbooks 06:00 Honeywell Growth Symposiums 08:00 Business Cases Are Fantasy 10:00 Test Needs And Willingness To Pay 13:00 Five Levels Of Evidence 16:00 Evidence Scorecards Per Idea 17:00 LEGO Movies Versus LEGO Friends 20:00 Explore Versus Exploit Mindset 24:00 The Dual Mindset Leader 27:00 Innovation Theatre Confession 30:00 Playbook Demo Market Readiness 32:38 Scoring Customer Evidence 34:09 Leader Evidence Conversations 36:19 Practical Wrap Up 39:00 Where To Find Alex Find Alex and the Strategyzer playbook library at https://www.strategyzer.com This series is brought to you by Kyndryl, who run and reimagine the technology systems that drive advantage for the world's leading businesses. With a unique blend of AI-powered consulting built on unmatched managed-service capability, Kyndryl helps leaders harness technology for smarter decisions, faster innovation, and lasting competitive edge. Learn more about Kyndryl and the Kyndryl Institute at https://www.kyndryl.com. Win a copy of one of Alex Osterwalder's books: sign up for the Kyndryl Institute at https://www.kyndryl.com/institute and send us a screenshot to be in with a chance, with thanks to Kyndryl. About The Innovation Show: the Thinkers50-recognised podcast where square pegs find their place in a world of round holes. Hosted by Aidan McCullen, author of Undisruptable, it brings you conversations with world-class authors, scientists and practitioners on disruption, innovation, change, transformation and leadership. Website: https://theinnovationshow.io Substack (Thursday Thought): https://thethursdaythought.substack.com Apple Podcasts: https://podcasts.apple.com/ie/podcast/the-innovation-show/id1148455669 Spotify: https://open.spotify.com/show/63nFKf4bsSWo3W72gWtOsK?si=b62d9614237c4450 YouTube: https://www.youtube.com/c/theinnovationshow LinkedIn: https://www.linkedin.com/in/aidanmccullen

August 7, 2026Episode 66059 min

Antonio Nieto-Rodriguez — Powered by Projects and the Project-Driven Organization

"If you launch more projects than you finish, you're a bad leader. Your role is not about launching projects — it's about finishing them." Antonio Nieto-Rodriguez, creator of the project economy concept and author of Powered by Projects, joins Aidan McCullen to explain why agile — a 20-year-old idea — is no longer enough, and why the next evolution is the project-driven organization (PDO): a company rearchitected around dynamic, empowered, cross-functional project teams. In this conversation, Antonio reveals: Why EY's Project Everest collapsed despite a perfect plan — and what it says about ego at the top The structural blind spot that undermined Nike's digital transformation The robot hairdresser that shocked a luxury company's C-suite — and why "safe" jobs aren't Why COVID briefly turned every surviving company into a project-driven organization How Bill Anderson is dismantling hierarchy and approval steps at Bayer The insurance company that ring-fenced €50 million for crazy ideas — and why employees only asked for €2 million The bank that had Revolut's idea first, then killed it in the budgeting cycle Why "are you crazy?" is the best compliment an idea can receive The Toyota-style kill switch every transformation needs — and why 90% done is done How Alan Mulally's all-green KPIs at Ford exposed a culture that couldn't ask for help Chapters: 00:00 Lead Through Transformation 01:13 Sponsor Message Kyndryl 01:40 Why Projects Really Fail 02:03 Meet Antonio And Project Economy 07:04 Projects As Your Future 08:33 Case Study EY Project Everest 10:29 Case Study Nike Structure Fails 13:09 Rethinking Org Structure For AI 15:02 AI And Robots Disrupt Work 17:29 From Agile To Project Driven 21:57 Change Fatigue Too Many Projects 26:02 Co Creation And Leadership Focus 27:37 Great Resignation And PDO Shift 29:09 Burnout After Covid 30:12 Bayer And Haier Blueprint 34:09 Empower Teams To Stop 36:09 From Projects To PDO 39:19 Finish Early Kill Fast 42:42 Exponential Crazy Bets 50:40 Transparency And Town Halls 56:09 Final Advice And Wrap Find Antonio Nieto-Rodriguez at https://antonionietorodriguez.com and on LinkedIn. This series is brought to you by Kyndryl, who run and reimagine the technology systems that drive advantage for the world's leading businesses. With a unique blend of AI-powered consulting built on unmatched managed-service capability, Kyndryl helps leaders harness technology for smarter decisions, faster innovation, and lasting competitive edge. Learn more about Kyndryl and the Kyndryl Institute at https://www.kyndryl.com . Subscribe to the Thursday Thought on Substack for a chance to win a copy of Powered by Projects, with thanks to Kyndryl: https://thethursdaythought.substack.com About The Innovation Show: the Thinkers50-recognised podcast where square pegs find their place in a world of round holes. Hosted by Aidan McCullen, author of Undisruptable, it brings you conversations with world-class authors, scientists and practitioners on disruption, innovation, change, transformation and leadership. Website: https://theinnovationshow.io Apple Podcasts: https://podcasts.apple.com/ie/podcast/the-innovation-show/id1148455669 Spotify: https://open.spotify.com/show/63nFKf4bsSWo3W72gWtOsK?si=b62d9614237c4450 YouTube: https://www.youtube.com/c/theinnovationshow LinkedIn: https://www.linkedin.com/in/aidanmccullen

July 29, 2026Episode 6591 hr 4 min

Rita McGrath & Sangeet Paul Choudary — Rule Makers, Rule Takers and Structural Uncertainty

"Structural uncertainty is simple. The game itself is in question. The playing field is in question. You're no longer playing with uncertainty inside the rules — the rules are the thing that's moving." Rita McGrath wrote The End of Competitive Advantage and gave us transient advantage. Sangeet Paul Choudary wrote Reshuffle and won the 2025 Thinkers50 Strategy Award. Aidan McCullen puts them in the same room to ask a question neither can answer alone: in an age of AI, is advantage getting shorter, or are a small number of firms locking in something far more durable by making the rules everyone else has to play by? In this conversation, Rita and Sangeet reveal: Why the two founding assumptions of strategy — that industries have boundaries, and that equilibrium is normal — are now absurd What Carlota Perez's turning point framework says about where we are, and why data and intelligence are the new oil The investor who always bet against Netflix, and the one thing he never believed the film studios would be stupid enough to do How Netflix beat Blockbuster before streaming existed, by serving local demand with national supply Why Tesla went vertically integrated in the decade everyone else preached openness How Reliance Jio commoditised its own cash cow, took 400 million users, and collapsed an industry from 17 players to three The difference between a rule maker and a rule taker, and why rule takers are condemned to run from one transient advantage to the next Why roughly 93% of corporate assets were tangible in 1975 and almost exactly the reverse is true today How Binah.ai deleted the blood draw, the lab, the chemicals and the actuary from life insurance pricing Sangeet's test for anyone using AI at work: are you working for the model, or is the model working for you? Why translators are now paid half as much to do the harder half of the job Rita's SDSS times two: stop doing stupid stuff, then start doing smart stuff 00:00 Sponsor Message 00:25 Strategy Rules Rewritten 01:26 Meet Rita and Sangeet 03:22 Strategy Origins and Transience 05:25 Turning Point in Capitalism 07:25 Capabilities and Competitive Insulation 10:38 Platforms and Network Effects 16:09 Seeing Hidden Advantages 21:14 No Silver Bullets in Strategy 27:38 Policy and Regulation in Transition 32:33 Social Unrest Warning Signs 34:35 Outsourcing Strategic Lens 36:40 Structural Uncertainty Era 38:41 Reliance Jio Rulemaking 42:17 Challenging Strategy Frameworks 44:04 Beyond Five Forces Today 48:26 First Principles Over Models 54:07 Learning Discipline In AI 58:15 Make AI Work For You 01:03:16 Wrap Up And Resources About Rita McGrath Rita McGrath is a longtime professor at Columbia Business School, a Thinkers50 top-ten management thinker and winner of their number one award for strategy. She is the author of The End of Competitive Advantage, Seeing Around Corners, Discovery-Driven Growth, MarketBusters and The Entrepreneurial Mindset, and she hosts the Thought Sparks podcast. https://www.ritamcgrath.com About Sangeet Paul Choudary Sangeet Paul Choudary is the founder of Platformation Labs and the author of Reshuffle: Who Wins When AI Restacks the Knowledge Economy, winner of the 2025 Thinkers50 Strategy Award. He co-authored Platform Revolution and wrote Platform Scale, and his work on platforms has been named by Harvard Business Review as one of the top ten ideas in strategy. https://reshufflebook.com and https://platforms.substack.com About the Host Aidan McCullen is the 2025 Thinkers50 Innovation Award recipient, keynote speaker on AI, disruption, innovation, and change, host of The Innovation Show, and author of Undisruptable: A Mindset of Permanent Reinvention (Wiley). https://theinnovationshow.io/about-aidan-mccullen This series is brought to you by Kyndryl, who run and reimagine the technology systems that drive advantage for the world's leading businesses. With a unique blend of AI-powered consulting built on unmatched managed-service capability, Kyndryl helps leaders harness technology for smarter decisions, faster innovation, and lasting competitive edge. Learn more about Kyndryl and the Kyndryl Institute at https://www.kyndryl.com . Subscribe to the Thursday Thought on Substack for a chance to win a copy of Reshuffle, with thanks to Kyndryl: https://thethursdaythought.substack.com About The Innovation Show: the Thinkers50-recognised podcast where square pegs find their place in a world of round holes. Hosted by Aidan McCullen, author of Undisruptable, it brings you conversations with world-class authors, scientists and practitioners on disruption, innovation, change, transformation and leadership. Website: https://theinnovationshow.io Apple Podcasts: https://podcasts.apple.com/ie/podcast/the-innovation-show/id1148455669 Spotify: https://open.spotify.com/show/63nFKf4bsSWo3W72gWtOsK?si=b62d9614237c4450 YouTube: https://www.youtube.com/c/theinnovationshow LinkedIn: https://www.linkedin.com/in/aidanmccullen

July 24, 2026Episode 65854 min

Keith McCandless — The Surprising Power of Liberating Structures

"You don't have to be a methodological genius. These are patterns — 43 simple patterns that anyone can use to include every voice in shaping what happens next." Keith McCandless, co-developer of Liberating Structures and co-author of The Surprising Power of Liberating Structures, joins Aidan McCullen to explain why most meetings are either over-controlled or under-controlled — and how simple shifts in everyday interaction can unleash a culture of innovation from the frontline to the C-suite. In this conversation, Keith reveals: Why the first field test of Liberating Structures happened in hospitals fighting superbugs — with fifteen languages spoken on a single unit The Big Five conventional structures (presentation, managed discussion, status report, brainstorm, open discussion) — and why every one of them quietly fails How one father went from a year of monosyllabic answers to an hour-long conversation with his teenage daughter using Creative Destruction Why 1-2-4-All fixed a two-year meeting nightmare for twenty project managers in Paris in half an hour Why repetition is a source of innovation — and how thinking alone first defeats anchoring bias The Ecocycle map a healthcare group crumpled, covered in Post-its, and reused every quarter for a year The VA hospital leader who declared mid-session, "All the decisions we just made are final" Why influencing culture beats changing culture — and what the adjacent possible has to do with it How Liberating Structures moved online with nothing more than a tech host and breakout rooms The lesson from Dee Hock, the chaordic organisation, and the war language that limits our world 00:00 Sponsor Message 00:27 Liberating Structures Intro 01:27 Messy Work Environments 02:21 Superbugs Field Test 03:35 What Are They 05:02 Complexity Lens 07:52 Influencing Culture 12:31 Adjacent Possible Innovation 14:18 Personal Life Applications 15:59 Creative Destruction TRIZ 19:28 Neurodiversity Inclusion 22:58 Big Five Meeting Traps 30:27 Microstructures Online 32:26 Online Facilitation Tips 36:50 1-2-4-All In Action 42:25 Eco Cycle Strategy Map 47:39 Liberating Leadership 52:45 Wrap Up And Resources 53:54 Sponsor Thanks Outro Find Keith McCandless at https://www.liberatingstructures.com — the full repertoire, the app (with at least 33 structures on your phone), and the new Liberating Structures Fieldbook, co-authored with Nancy White. Subscribe to the Thursday Thought on Substack: https://thethursdaythought.substack.com About The Innovation Show: the Thinkers50-recognised podcast where square pegs find their place in a world of round holes. Hosted by Aidan McCullen, author of Undisruptable, it brings you conversations with world-class authors, scientists and practitioners on disruption, innovation, change, transformation and leadership. About the Host: Aidan McCullen is the 2025 Thinkers50 Innovation Award recipient, keynote speaker on AI, disruption, innovation, and change, host of The Innovation Show, and author of Undisruptable: A Mindset of Permanent Reinvention (Wiley). https://theinnovationshow.io/about-aidan-mccullen Website: https://theinnovationshow.io Apple Podcasts: https://podcasts.apple.com/ie/podcast/the-innovation-show/id1148455669 Spotify: https://open.spotify.com/show/63nFKf4bsSWo3W72gWtOsK?si=b62d9614237c4450 YouTube: https://www.youtube.com/c/theinnovationshow LinkedIn: https://www.linkedin.com/in/aidanmccullen

July 15, 2026Episode 65751 min

Usman Sheikh — How AI Will Reshape Consulting: The End of the Pyramid

"AI doesn't have judgment in it — it produces judgment-shaped artifacts." Usman Sheikh, founder of High Output Ventures and author of the Framebreak newsletter, has spent years writing about how AI will reshape professional services — and the world has now caught up with the puck. In this conversation with Aidan McCullen, he explains why the consulting pyramid — the structure behind every major firm — is coming apart, and what replaces it. In this conversation, Usman reveals: Why firms became pyramids: leverage, margin, and a talent academy paid for by the client's billable hours How AI pulls all three apart at once What "judgment-shaped artifacts" are — and why AI is fundamentally different from offshoring and RPA "Fluent but substitutable": why leaning on an LLM turns your career into a slot machine The digital twin trap — why a frozen snapshot of a senior partner decays fast The Concentrix vs Sierra story: AI voice agents in regulated industries growing from $100M to $200M in revenue in four months The "AI discount": why KPMG asked its own auditor for a price cut — and how the surplus drains to clients and platforms Why Palantir and Microsoft are suddenly preaching sovereignty over your data and models The intelligence core: the feedback loop that turns pyramids into rings How firms build tomorrow's bench — simulators, shadowing, apprenticeships — and why partners near retirement have no incentive to bother Chapters: 00:00 Sponsor Message 00:31 Guest Introduction 03:10 Why Firms Became Pyramids 05:13 AI Breaks The Model 05:53 Digital Twins And Hiring 07:38 Training Juniors With AI 11:50 Fluent But Substitutable 15:19 Offshoring To AI Shift 20:18 Macro Jobs And Demand 23:14 Who Captures The Gains 28:04 Learning In The AI Era 34:33 Intelligence Core And Rings 40:49 AI Discount And Value Drain 45:21 Building The Future Bench 50:11 Wrap Up And Where To Find 51:16 Final Thanks And Outro About Usman Sheikh Usman Sheikh is the founder and managing director of High Output Ventures, a venture studio building and backing technology-augmented service firms, and the author of Framebreak, a weekly newsletter on strategy, consulting and the knowledge-work economy. Read his work at https://framebreak.com and connect on LinkedIn: https://www.linkedin.com/in/usmans About the Host Aidan McCullen is the 2025 Thinkers50 Innovation Award recipient, a keynote speaker on AI, disruption, innovation and change, host of The Innovation Show, and author of Undisruptable: A Mindset of Permanent Reinvention (Wiley). Learn more: https://theinnovationshow.io/about-aidan-mccullen This series is brought to you by Kyndryl, who run and reimagine the technology systems that drive advantage for the world's leading businesses. With a unique blend of AI-powered consulting built on unmatched managed-service capability, Kyndryl helps leaders harness technology for smarter decisions, faster innovation, and lasting competitive edge. Learn more about Kyndryl and the Kyndryl Institute at https://www.kyndryl.com . Subscribe to the Thursday Thought on Substack: https://thethursdaythought.substack.com About The Innovation Show: the Thinkers50-recognised podcast where square pegs find their place in a world of round holes. Hosted by Aidan McCullen, author of Undisruptable, it brings you conversations with world-class authors, scientists and practitioners on disruption, innovation, change, transformation and leadership. Website: https://theinnovationshow.io Apple Podcasts: https://podcasts.apple.com/ie/podcast/the-innovation-show/id1148455669 Spotify: https://open.spotify.com/show/63nFKf4bsSWo3W72gWtOsK?si=b62d9614237c4450 YouTube: https://www.youtube.com/c/theinnovationshow LinkedIn: https://www.linkedin.com/in/aidanmccullen

July 9, 2026Episode 6561 hr 5 min

Carla Johnson — RE:Think Innovation and the Wheel of Innovation

"Innovation isn't a gift. It's a simple, repeatable five-step process that anyone, at any level, can learn — with nothing more than a stack of Post-it notes." Carla Johnson, author of RE:Think Innovation, is on a mission to teach one million people to consistently come up with new, great and reliable ideas. In this anniversary-edition conversation, she takes Aidan McCullen through her updated Wheel of Innovation — observe, distill, relate, generate, pitch — and the cautionary tales that show why so many good ideas die in the boardroom. In this conversation, Carla reveals: Why a pet-flavoured water startup failed — and the warning signs it ignored The "CF-uh-O" who killed a Disney-inspired pitch, and what it teaches about how ideas are packaged What brand detachment disorder is — and why "that would never work here" is your most expensive excuse How Big Ass Fans transplanted the customer experience of Zingerman's Deli into an industrial fan company How the CDC's zombie apocalypse campaign got 60,000 hits in an hour and put Dr. Ali Khan on stage at Comic-Con Why Great Ormond Street Hospital brought in Ferrari's Formula 1 pit crew to cut surgical handover errors How Tim Washer turned the Cisco ASR 9000 router launch into a Valentine's Day love story Why real creativity only starts after your first 200 ideas The "how might we" language shift that stops your brain killing ideas before they're born How to give feedback that builds perpetual innovators instead of silencing them Chapters: 00:00 Innovation Is A Process 00:49 Why RE Think Matters 02:10 Thirsty Pet Cautionary Tale 05:01 Defining Innovation Clearly 07:29 New Great Reliable Ideas 09:54 Perpetual Innovators Explained 11:03 Mentorina Pitch Gone Wrong 15:10 Brand Detachment Disorder 18:29 Complexity Bias In Innovation 22:07 Brand Transplant Big Ass Fans 25:38 Constraints And If Onlys 28:23 CDC Zombie Preparedness Win 33:18 Wheel Of Innovation Update 33:53 Constraints Spark Creativity 34:27 Cisco Router Love Story 39:32 Observation Drives Innovation 45:01 Distill Dots Into Patterns 48:05 Relate Ideas To Brand 53:00 Generate 200 Ideas 55:50 Pitch The Idea Journey 59:32 Feedback That Builds 01:04:19 Where To Find Carla Find Carla Johnson at https://carlajohnson.co — take the innovation archetype assessment and sign up for her fortnightly newsletter. Subscribe to the Thursday Thought on Substack https://thethursdaythought.substack.com About The Innovation Show: the Thinkers50-recognised podcast where square pegs find their place in a world of round holes. Hosted by Aidan McCullen, author of Undisruptable, it brings you conversations with world-class authors, scientists and practitioners on disruption, innovation, change, transformation and leadership. Website: https://theinnovationshow.io Apple Podcasts: https://podcasts.apple.com/ie/podcast/the-innovation-show/id1148455669 Spotify: https://open.spotify.com/show/63nFKf4bsSWo3W72gWtOsK?si=b62d9614237c4450 YouTube: https://www.youtube.com/c/theinnovationshow LinkedIn: https://www.linkedin.com/in/aidanmccullen

July 3, 2026Episode 6551 hr 29 min

Carliss Baldwin & Kim Clark — Design Rules: How IBM Created Ecosystems (and Competitors)

"The act of modularizing your product is the very act of inviting your future competitors into existence." Carliss Baldwin and Kim Clark, authors of the landmark Design Rules: The Power of Modularity, join Aidan McCullen for an Innovation Show exclusive. Their book is the Rosetta Stone of platform strategy — the mechanic underneath the Innovator's Dilemma — and it has never been more relevant than in this age of AI. In this conversation, Carliss and Kim reveal: Why the power of modularity underpins Moore's Law — and everything digital around us How IBM engineers, locked in a Connecticut motel before Christmas, invented the first conscious modular platform strategy How the System/360 turned IBM from a competitor into "the environment" Why the engineers who walked out of IBM's San Jose plant spawned the entire disk-drive industry How IBM owned 30% of Intel and contracted Microsoft — yet failed to own the only two sources of profit in the PC ecosystem Why "the game is never incontestably won" Why Sears couldn't become Walmart, and Walmart couldn't become Amazon The Chevy Vega that shook itself apart on the test track — and the cost of losing tacit knowledge Why AI agents are forcing companies to map their workflows for the first time How Haier replaced twelve layers of management with 4,000 entrepreneurial teams Why leadership is the operating system of the organisation 00:00 Why This Book Matters 00:33 Modularity For Founders Investors 01:39 Meet The Authors 02:25 What Are Design Rules 03:43 Design Rules Everywhere 06:50 Digital Tech Meets Software 10:52 IBM System 360 Breakthrough 14:22 Artifacts And Interfaces 20:55 Ecosystem Value Migration 26:10 Capturing Value In Platforms 30:23 AI And Measuring Modularity 34:08 Architectural Change And Retail 37:37 Why Incumbents Survive Or Die 43:28 Modularity Creates Options 44:48 Incumbents Miss Nuances 47:09 AI Needs Workflow Maps 52:18 Tacit Knowledge Lost 54:13 Small Car Hood Failures 59:00 Why Ideas Bomb 01:01:28 History Constrains Firms 01:05:52 Modular Organisations Rise 01:08:58 Haier Team Ecosystems 01:17:41 Leadership As Operating System 01:21:55 Spandrels And Tech Reality 01:27:53 Closing Reflections About the Guests Carliss Y. Baldwin is the William L. White Professor of Business Administration, Emerita, at Harvard Business School and author of Design Rules, Volume 2: How Technology Shapes Organizations (MIT Press). Kim B. Clark is a former Dean of Harvard Business School, NAC Distinguished Professor of Management at BYU Marriott School of Business, co-author of Leading Through, and co-founder of the Leading Through Institute. Together they wrote Design Rules, Volume 1: The Power of Modularity (MIT Press). Design Rules, Volume 2: https://mitpress.mit.edu/9780262049337/design-rules-volume-2/ Leading Through Institute: https://leadingthrough.co About the Host Aidan McCullen is a 2025 Thinkers50 Innovation Award recipient, keynote speaker on AI, disruption, innovation and change, host of The Innovation Show, and author of Undisruptable: A Mindset of Permanent Reinvention (Wiley). More at https://theinnovationshow.io/about-aidan-mccullen About The Innovation Show The Thinkers50-recognised podcast where square pegs find their place in a world of round holes. Subscribe to the Thursday Thought on Substack: https://thethursdaythought.substack.com Connect: https://theinnovationshow.io https://podcasts.apple.com/ie/podcast/the-innovation-show/id1148455669 https://open.spotify.com/show/63nFKf4bsSWo3W72gWtOsK?si=b62d9614237c4450 https://www.youtube.com/c/theinnovationshow https://www.linkedin.com/in/aidanmccullen

June 24, 2026Episode 65433 min

Jennifer Chatman — Transformational Leader or Narcissist?

"Narcissists do draw people in. They start with really appealing visions — and then the wheels come off." About 2% of people are narcissists. Among CEOs, it's roughly 16%. Jennifer Chatman — Dean of the Haas School of Business at UC Berkeley and one of the world's leading scholars of organisational culture — joins Aidan McCullen to explain why narcissistic leadership is so often mistaken for visionary leadership, and how to tell the two apart before one wrecks your company. Drawing on her widely cited article with Stanford's Charles O'Reilly, "Transformational Leader or Narcissist?", and her new book Making Organizational Culture Great, Jennifer separates the grandiose vision we admire from the exploitation that comes attached to it. This episode follows directly on from the two-part Geoffrey Cain series on Steve Jobs in exile — because Jobs is one of the case studies. In this conversation, Jennifer reveals: Why a narcissistic CEO's pay quietly pulls away from their team's over time — and what that gap really measures The single interview question that exposes a narcissist: "Who did you bring along with you?" Why Steve Jobs ended his career with 13 senior leaders who'd stayed 13 years — and what that says about him How "grandiose vision" and "narcissism" overlap on a Venn diagram — and where they split The "dark triad" that turns confidence into damage: narcissism, psychopathy, Machiavellianism Why narcissistic CEOs file far more lawsuits — yet win no more of them The counter-intuitive team move: group your narcissists together Why narcissism's damage to a culture is "sticky" — it lingers long after the leader leaves How to shield yourself when you can't leave — and when to look for the exit Why chaos and uncertainty are a narcissist's favourite weather Chapters 00:00 Cold open: how narcissist CEOs pull away from their teams 02:00 Welcome Jennifer Chatman, and the Steve Jobs connection 04:00 Kalanick, Holmes, Trump: the quotes that give a narcissist away 05:00 Why 16% of CEOs are narcissists — and how they draw you in 07:00 The delayed damage: pay, credit, and the dark triad 16:00 The one question that exposes a narcissist 19:00 Risk, lawsuits, and the denial of failure 24:00 Ethics, collaboration, and the sticky cost to culture 27:00 How to protect yourself, and Making Organizational Culture Great (Timestamps follow the transcript markers — shift after the final edit.) About the Host Aidan McCullen, 2025 Thinkers50 Innovation Award recipient, keynote speaker on AI/disruption/innovation/change, host of The Innovation Show, author of Undisruptable: A Mindset of Permanent Reinvention (Wiley). Links: https://theinnovationshow.io/about-aidan-mccullen About the Guest Jennifer A. Chatman is the Bank of America Dean of the Haas School of Business at UC Berkeley and a leading scholar of organisational culture and narcissistic leadership. She co-created the Organizational Culture Profile and co-hosts the podcast The Culture Kit with Jenny & Sameer. With Stanford's Charles O'Reilly she wrote the widely cited article "Transformational Leader or Narcissist? How Grandiose Narcissists Can Create and Destroy Organizations and Institutions," and with Glenn Carroll she is the author of Making Organizational Culture Great: Moving Beyond Popular Beliefs (Columbia Business School Publishing, 2026). Link: https://www.jenniferachatman.com About The Innovation Show The Thinkers50-recognised podcast where square pegs find their place in a world of round holes. Host Aidan McCullen sits down with world-class authors, scientists and practitioners on disruption, innovation, transformation, leadership, AI and the ideas shaping tomorrow. This series is brought to you by Kyndryl, who run and reimagine the technology systems that drive advantage for the world's leading businesses. With a unique blend of AI-powered consulting built on unmatched managed-service capability, Kyndryl helps leaders harness technology for smarter decisions, faster innovation, and lasting competitive edge. Learn more about Kyndryl and the Kyndryl Institute at https://www.kyndryl.com . Subscribe to the Thursday Thought on Substack for a chance to win a copy of Making Organizational Culture Great, with thanks to Kyndryl: https://thethursdaythought.substack.com Connect: Website: https://theinnovationshow.io Substack (Thursday Thought): https://thethursdaythought.substack.com Apple Podcasts: https://podcasts.apple.com/ie/podcast/the-innovation-show/id1148455669 Spotify: https://open.spotify.com/show/63nFKf4bsSWo3W72gWtOsK?si=b62d9614237c4450 YouTube: https://www.youtube.com/c/theinnovationshow LinkedIn: https://www.linkedin.com/in/aidanmccullen