Even great businesses can get fracked. In this episode, Michelle Loret de Mola and Dev Patnaik break down why even well-run companies can get blindsided by external forces beyond their control. They introduce the "Fracked List," a framework categorizing companies into four groups: the totally fracked, those getting fracked, the ones fighting fracking, and—most importantly—the frackers themselves. From Nvidia’s AI competition with DeepSeek to McDonald’s struggle against shifting consumer habits, the duo explores how businesses can avoid getting left behind. Are you paying attention to market forces, substitutes, and piranhas? Tune in to find out how to stay ahead and avoid getting fracked.

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The Jump Podcast

The Jump Podcast features Dev Patnaik in dialogue with Michelle Loret de Mola. This is the conversation for future-focused leaders thinking about strategy, culture and leadership. The world is crazy. Everything seems to be changing, and not always in a good way. Today, business leaders are struggling to figure out avoid becoming the next Kodak, Blackberry or Blockbuster. But fear not, dear listener. Things can get better. People can do better. And the world can be better.

Jump Associates

Jump is the world’s leading independent strategy and innovation firm. We work with the world’s most admired companies on their most important growth challenges. Using a future focused approach to strategy, we’ve helped these firms to grow their businesses in times of change.