CEO: Expansion bets

How this week's call applies to CEO decisions about expansion bets.

This week's bounded call

• • Posture: Run reversible expansion bets with explicit rollback criteria and stage gates.
• • Do now: Run expansion in staged tranches with explicit rollback criteria.
• • Pause if: Pause expansion bets if risk appetite falls below 44 or funding pressure rises above 76.
• • Re-open when: Resume in tranches when risk appetite is above 54 and funding pressure falls below 66.

Where to go next