A Segern Essay
Commanding the field

There exists a fundamental imperative often neglected in the rush to build, to ship, to disrupt. It lies not in the brilliance of the isolated creation, but in its relationship to the space it occupies. To craft something truly distinct, something resonant, demands more than inspiration and execution; it requires a rigorous, intentional understanding of the surrounding conditions. Systematically defining the competitive context, through the lens of strategic design, is not a background exercise. It is the foundational act upon which clear identity is built, unseen opportunities are exposed, and the trap of mimicry is avoided. Without this framing, even the most promising endeavor becomes noise—drifting, echoing, and eventually dissolving.
The chamber itself
What constitutes this context? It is far more than a tidy list of known players. It embodies the full architecture of forces, expectations, historical constraints, and shifting currents that collectively shape the rules of presence and performance. To name only the loudest incumbents is to misread the room. What matters more is the space itself: its structure, its textures, its absorbent or reflective qualities. Understanding this terrain demands interrogating the silent assumptions that govern a category, surfacing the persistent myths that shape user expectations, and tracing the legacy decisions that built the walls around you. This is less about inventory and more about fidelity. Done well, it yields more than strategy. It clarifies the terms of differentiation. It draws the line between imitation and conviction.
Mapping signal origins
Once the contours are clear, the focus shifts to the origins of the current signals—those producing the loudest or most influential presence. These are not limited to traditional competitors. The real influence often comes from adjacent players who command attention, fulfill partial needs, or shift user expectations by sheer gravitational pull. Public data and surface-level benchmarking rarely go deep enough. What's required is a finer-grained analysis—one that peers into the design principles, operating models, and tonal signatures that define how these entities resonate. Understanding what they do is insufficient. We must ask how they move, why they choose the paths they do, and at what tempo. Mature organizations, particularly those operating with deep experience, often shift by instinct more than plan. Their strategies hum beneath the surface, hard to decode yet vital to anticipate. To grasp them is to tune into something quieter but far more telling than their marketing or features: their internal rhythm.
Interpreting shared rhythms
No single player defines the score. True insight comes from stepping back to hear the full composition—seeing not just loudness or clarity, but harmony, repetition, silence. This is where raw data becomes music. Across the field, one begins to spot areas of convergence: repeated themes, common assumptions, or shared anxieties. These form the crowded zones of the market, rich with competition but often starved of originality. Equally important are the dissonances—those strange but intriguing signals that stand apart, or the silent frequencies no one dares explore. These quiet spaces matter. They often indicate where a deeper need waits unaddressed, where user behavior drifts beyond current offerings, or where legacy players have grown complacent. CB Insights points to 'no market need' as the top reason for startup failure. Not lack of talent. Not poor execution. A failure to find an unoccupied note. The cost of ignoring the silence is steep.
This is the premise behind Blue Ocean Strategy, developed by W. Chan Kim and Renée Mauborgne, which urges companies to escape saturated markets by creating uncontested demand. Instead of competing head-on, they identify openings in the composition—a chance to write something new, not louder.
Designing the unseen rival
Analysis must extend beyond the visible. One of the most useful provocations in strategic planning is to construct a fictional competitor—a future rival built to expose your blind spots. Ask what strengths they’d exploit, what needs they’d meet, what rules they’d break without hesitation. This type of projection is not paranoia. It’s clarity. Netflix moved early into original content not because it feared Blockbuster, but because it foresaw what Amazon or Apple might become. Those companies hadn't yet moved into the space, but their presence was inevitable. Strategic design isn’t about reacting to what’s known—it’s about protecting the edges from what’s likely. Imagining a precise inverse to the current market mood helps identify the areas where you've grown too comfortable. It shows you where the cracks lie, and where a clean, opposing signal could cut through.
Clayton Christensen’s theory of disruptive innovation illustrates how small, focused players can reshape a market by addressing underserved segments, then ascending unnoticed. The imagined rival helps you think like that player before they arrive.
Shaping the signal
The endgame is not theoretical. The goal is to shape a presence that cannot be confused, absorbed, or ignored. That begins by designing not just the product, but the full experience—from interaction model to tone, from business model to aftertaste. It is differentiation by physics, not marketing. The first iPhone didn’t simply exceed expectations. It altered them. It redrew the boundaries of what a device should feel like, not just what it should do. That shift wasn't accidental. It was the result of deep, strategic control over how and where the signal would land. Brands that succeed in this way do not seek to sound louder—they sound different. They carry an internal coherence that repels mimicry. To achieve that clarity, the temptation to chase incumbents must be resisted. Echoing another’s signal, even skillfully, leaves you forever one step behind. Distinctiveness is not style. It is stance.
Keeping resonance alive
None of this holds still. The chamber shifts. Materials wear. Frequencies warp. What once stood apart can quickly be lost again in the crowd. Which means strategy is not a moment—it’s a practice. The identity must be tested, recalibrated, and reinforced over time. Signals fade unless fed. This doesn't mean abandoning consistency, but strengthening the core by remaining alert. Categories evolve. New players enter. Technologies reset the playing field. The zone of silence you once owned may now hum with rivals. Dissonances may turn to choruses. Strategic resilience demands staying awake. Listening. Testing. And, when necessary, adjusting without fracturing. The businesses that endure are those who understand that distinction is not permanent—it is maintained.
The act of command
What defines those who command a market is not genius, nor even speed. It is orientation. A readiness to define the space they move in, rather than be defined by it. They build not for attention, but for presence. Not to shout, but to stay heard. And they know that their voice must be tuned with intention, projected with discipline, and recalibrated with care. This is the work. Not of disruption, but of definition. It’s how a brand moves from simply occupying space to reshaping it.
Questions. And Answers.
Q: Why are strategic blind spots best revealed by imagined competitors?
A: Because real rivals reflect today's pressures—imagined ones reveal tomorrow’s. They expose unseen gaps, forcing clarity before disruption arrives.
Q: How does Blue Ocean Strategy connect to competitive context?
A: It reframes the goal. Instead of competing within the noise, it prompts the brand to tune into silence—new demand, uncontested space, clear resonance.