Mike

Apple in Three CEOs

Steve Jobs rebuilt belief. Tim Cook scaled it. Now John Ternus inherits one of the most valuable businesses in the world and faces the question that defines every third-era leader: what do you protect when the system is working, but the feeling starts to thin?

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The Beer Test

I’m standing at the bar of one of the finest hotels in the world. Marble everywhere. A wine list thick enough to use as a doorstop. I ask for a beer.

What happened next isn’t a brand failure you’d see in a case study. But it is one of the most common — and costly — mistakes a brand can make.

This is about the gap between the guest you imagined and the guest who actually showed up. And what your beer list says about who your brand was really built for.

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When Everything is High-Protein, Nothing Is

Part two of my Expo West thoughts. When every brand adds protein, protein stops being a point of difference. This piece looks at the protein arms race, why it leads to sameness, and what brand leaders should ask before launching the next protein SKU.

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Simple Mills Expo West Yellow tote bag

When Did a Waffle Stop Being Enough?

At Expo West 2026 I overheard a conversation that perfectly captured the state of the food industry. A man looked at a waffle and asked, “But what does it do?” The answer: “You eat it. It makes you happy.” In an industry racing toward protein, functionality and optimisation, the moment raised a bigger question—when did food stop being enough?

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Backseat Branding

Most brand decisions aren’t decisions at all. They’re motions dressed up as choices—optimised for safety, backed by dashboards, defended by data. In the age of AI and short-term optimisation, the Brand Auteur is becoming more valuable, not less.

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When Natural Is No Longer Enough

When the government mandates natural and PepsiCo removes synthetic dyes, what separates challenger brands? Not ingredients. Story. Regenerative agriculture offers food brands what provenance offers luxury: a credential competitors can’t copy because they didn’t earn it.

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Jesse Cole’s $100m Brand Decision

I’d never heard of the Savannah Bananas. But twenty minutes into listening to Jesse Cole speak, I realised I was hearing one of the clearest modern examples of brand-first leadership I’ve ever come across. Not marketing. Not storytelling. Not gimmicks. Brand decisions — taken to their logical extreme.

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Why Distinctiveness (Not Novelty) Wins in an AI World

We’re entering an era where novelty is cheap. Ideas are faster, execution is easier, content is endless. AI can generate concepts, visuals, and campaigns in seconds.
And yet brands are starting to feel more similar than ever.
That’s the paradox: the easier it becomes to make new things, the harder it becomes to make meaningful ones. Because novelty isn’t the same as distinctiveness—and confusing the two is quietly eroding brand value.
The brands that win in 2026 won’t out-innovate AI. They’ll out-mean it.

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AI Shopping — Finally, Digital Discovery?

AI shopping is here — and it changes everything about how people discover and buy. With ChatGPT now handling the full journey inside the chat window, digital retail finally gets the flow and immediacy physical stores have always owned. For brands, this isn’t another channel. It’s a new battleground for relevance, clarity and recommendation.

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The Cost of Contempt: How Adobe’s made room for Canva and Figma

After decades of monopoly, Adobe’s Creative Cloud empire is under threat. Canva and Figma aren’t just building better tools—they’re building better relationships. This is the story of how customer contempt creates opportunity, and why every category leader should remember: the real moat isn’t market share, it’s trust.

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Crocs: the $4 Billion Strategy of Ugliness

Crocs were mocked as the world’s ugliest shoe and ranked alongside asbestos as one of TIME’s worst inventions. Instead of redesigning, they doubled down on what made them different. The result? $4 billion in revenue by turning polarisation into power and giving fans permission to make the product their own.

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Sriracha: When Category Creation Becomes Competitive Suicide

David Tran built an empire on authenticity and product obsession. But when sriracha shortages hit, shoppers like my wife grabbed any red bottle with a green cap. That’s the danger of category creation without brand ownership: competitors get the spoils. Here’s what every founder and CMO should learn from the rooster bottle’s fall.

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Stop Making Business Decisions

In times of pressure, it’s easy to default to what’s measurable—efficiency, cost, ROI. But great brands aren’t built that way. This piece explores why choosing brand-first thinking leads to deeper connections, longer-term value, and competitive edge.

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Part 2. Research for Distinction

In Part 1: Researched to Average, I outlined how our obsession with research is averaging everything to death. But the solution isn’t to abandon data, it’s to use it strategically.

The research itself is damning: half of ads trigger no emotion at all. Zero. Nothing. That isn’t just boring, it’s ruinously expensive. According to a System1 report, to lift the performance of those dull ads to the level of good work would cost an extra $189 billion in media spend!

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Part 1: Researched to Average

Researched To Average. How Our Data Obsession is Optimising Everything to Nothing, and the cost is huge. When every brand looks the same, every brand becomes interchangeable.

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Apple’s Empire Was Built on Brand Decisions. Is It Still?

Every great company faces a fork in the road: Optimise the business you’ve built—or stay true to the brand that built it. The business lens says: squeeze more revenue, ship faster, control the ecosystem. The brand lens says: create better experiences, earn more trust, lead through vision.

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