This podcast is a lively wrap-up to the RC Strategy course — an energetic finale called “Strategy Across the S-Curve: Module Takeaways.” Charlotte and Marc guide listeners through how great companies sustain competitive advantage as industries evolve.

They use the S-curve framework — from ferment to takeoff to maturity — to show how strategic priorities shift over time. Each stage is illustrated with a case:

• Thinx (Ferment): creating a market from scratch, testing models, and breaking cultural taboos.
• Tesla (Takeoff): scaling fast through vertical integration, shaping industry structure, and exploiting incumbents’ inertia.
• Netflix (Maturity and Renewal): repeatedly reinventing itself acr ...