472. Portfolio Thinking Meets Execution Discipline: A New Operating System for AI Transformation

In this episode, Brad Hairston talks with John Rossman (author, advisor, former Amazon executive) and Andy Forti (PE-focused advisor) who co-wrote a paper that speaks to how companies can more effectively achieve big bet transformations. In the era of AI, big bets are being made everywhere, so this episode is very timely!

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Link to white paper discussed on this episode: https://rossmanpartners.com/wp-content/uploads/2026/03/Big-Bets-in-Zone-to-Win_March2026.pdf

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What we talked with John and Andy about:

*How Geoffrey Moore's Zone to Win portfolio framework and John Rossman's Big Bet Leadership execution playbook perfectly complement each other

*How to avoid "innovation theater" and get real results

*How many transformation irons in the fire are manageable

*Why CEOs should act more like "heat shields" versus project managers

*Advice for leaders struggling with transformations.

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