Governance Is the Alliance
Partnerships fail on decision rights, not intentions. The governance kit for rival cooperation: decision tables, dispute ladders, review cadences, and admission rules.
Partnerships fail on decision rights, not intentions. The governance kit for rival cooperation: decision tables, dispute ladders, review cadences, and admission rules.
Cooperation with rivals is safe only when the assets that make you irreplaceable are fenced. What counts as a crown jewel, and the four fences that protect them.
Rival cooperation comes in escalating structures: information sharing, joint action, shared assets, equity ties. Matching the structure to the trust and the stakes.
The Spectrum of Structures: From Handshake to Joint Venture Read More »
Partnerships between rivals stay honest when each side needs the other roughly equally. How to measure dependence, spot asymmetry early, and rebalance before it bites.
Symmetric Dependence: The Guardrail That Makes Co-opetition Safe Read More »
When a foreign entrant, a platform, or a category-killing rule threatens everyone, yesterday’s rival becomes today’s ally. How common-threat coalitions work.
The Enemy of My Enemy: Partnering Against a Bigger Threat Read More »
Price wars, duplicated capex, and talent bidding can destroy more value than the winner takes. How to recognize a race to the bottom before you are in it.
Negative-Sum Competition: When Fighting Destroys More Than It Captures Read More »
If you’d bring the same thing to the same customers, compete. If each holds a piece the other can’t cheaply build, partner. The asset-map test for rival partnerships.
Complementary vs Substitutive: The Test That Settles It Read More »
In nascent categories the enemy is customer inertia and no-decision. Why two firms educating a market grow it faster than one, and how to compete inside that truth.
When the Market Doesn’t Exist Yet, Your Rival Isn’t the Enemy Read More »
Players, Added value, Rules, Tactics, Scope: the five levers for redesigning a game you are losing, instead of playing it harder.
Change the Game, Don’t Just Play It: The PARTS Framework Read More »
Your power in any deal equals the value that disappears if you leave the table. A first-principles definition of added value, and how to raise yours.