The point
You already know the number your field treats as the top — the best margin anybody reports, the best year the biggest firm in town ever had. That number sits in your head doing more work than any competitor, and it quietly sizes every plan you make.
Jay says almost everyone is living in one of two delusionary states. Unbridled abstract optimism with nothing concrete underneath — a million-dollar income, the fastest-growing company — and no strategic certainty about how. Or the opposite floor: I am a startup, my resources are limited, give me a no-brainer I can do in my underwear. A broken tachometer, he calls it. What he wants instead is that you crush the ceiling with pragmatics and reverse-engineered achievement.
A former client sold for $650 million more than a decade ago, three times larger than its nearest competitor and more than five times more profitable, growing above industry rates every single year. Every December they stopped everything for three or four weeks and reverse-engineered the year ahead — which services, which industries, which marketing, how many subscribers would stay, what attrition was allowable, how many new ones and what each would carry — by week, by month, by dollar, by seasonality, with two hedges written in advance for underperforming and for overperforming. They always exceeded their goals.
A concrete wall stops you cold; glass only looks like it will. Stand on their top and the room above stays empty, because almost nobody climbs past their own ceiling.
The mistake almost everyone makes
You name a number with no mechanism under it — double this year, a million-dollar income — and call that a goal. Or you go to the other end, quietly decide growth belongs to other businesses, and settle for a life of quiet desperation. Jay refuses both.
The test: Say next year's growth number out loud, then say the mechanism under it — which customers, which marketing, by month and by dollar. If the second half stalls, you have an abstraction.
| Who | What happened |
|---|---|
| Aussie Broadband | Built its own fibre network out of the country town of Morwell and took share from the national carriers — 780,259 connections by June 2024. |
| Capitec Bank | Chased the customers South Africa's big banks overlooked and went from 5 million of them in 2014 to over 24 million by 2025. |
| Combilift | Since 1998, two Monaghan engineers have built forklifts that carry long loads sideways down narrow aisles, reaching more than 85 countries and 100,000 trucks. |
| EyeCare for You, Apex, North Carolina (Dr. Kara Foster) | Dropped every vision insurance plan, chose its own frames and labs, and took revenue per patient from $264 to $634. |
| Flying Tiger Copenhagen | A couple's umbrella stall at a Copenhagen flea market became one fixed-price variety shop, then nearly 1,000 stores and over $800 million a year. |
| GEA Waldviertler | Heini Staudinger's shoe company went bank-independent in 1999 and built its 2003 solar plant on sun vouchers bought by more than 4,000 people. |
| Keystone Law | Runs its lawyers as self-employed principals on a central platform rather than salaried staff; revenue rose 35% and adjusted pre-tax profit 56.8%. |
| Wave Mobile Money | Replaced an opaque fee ladder with a flat 1% transfer charge where incumbents took 5% to 10%, forcing one of them down to 0.8%. |
The words a business owner uses for this before anybody has told them the name of it. If one of these is a sentence you have said out loud, this is your strategy.
The challenge
Find the best result anyone in your field has published — the margin, the growth rate, the sale price — and write it at the top of one page as your floor, not your target. Under it, build the route the $650 million client built every December: which services, which customers, which marketing, how many stay, how many are new, what each one carries, month by month and dollar by dollar. Then write two lines at the bottom — how you compensate if you fall short, how you escalate if you run ahead.
The AI layer · second pass
Improve the system first. Then multiply it. This panel is the second run at the strategy above, and it is deliberately useless until the first run is done.