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The WARC Podcast
The WARC Podcast

Strategy beyond the ad brief

36 min•13 oktober 2026

Om avsnittet

AI makes it easier to compete inside markets that already exist. That does not make strategy less important; it makes the search for new sources of demand more important. Erich Joachimsthaler, founder and CEO at VIVALDI, joins WARC's Lena Roland to discuss new 'demand spaces' for strategy.

Guests:
Erich Joachimsthaler, founder and CEO, VIVALDI; co-author of 'Brand Leadership: Building Assets in an Information Economy'
Lena Roland, Content Director, WARC

Chapters:
[00:00] Intro: Why strategists are moving upstream
[03:23] AI and the changing source of competitive advantage
[04:40] Finding growth beyond existing categories
[06:47] Demand spaces vs. traditional market segmentation
[09:23] Goodles: uncovering adult demand for mac and cheese
[11:29] Rhode skincare: building a brand around a simpler routine
[14:41] Demand-led portfolio strategy and product innovation
[16:59] Tesla: meeting demand for luxury and sustainability
[19:10] Where to compete vs. how to compete
[20:20] Figma: redefining design software through collaboration
[22:05] How to spot market shifts, workarounds, and new demand
[23:49] Liquid Death: brand differentiation and copycat risk
[27:32] How consumer needs, technology, and regulation create markets
[30:11] Sizing demand spaces and making the investment case

#business #marketing #innovation

For 40 years, WARC has been providing the marketing industry with rigorous, unbiased evidence and expert effectiveness guidance. The WARC Podcast publishes a new episode every Tuesday and Thursday.

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