Strategy Guide 30+ pages 10 chapters 4 worksheets

The Break Away Advantage

The B1/B2/B3 Portfolio Strategy for AI Investment

The free article gives you the B1/B2/B3 categories. This guide goes deep — the Red Queen Effect that kills companies who stand still, portfolio allocation models, the B1 Trap that eats 80%+ of your budget, and the expanded case studies (Best Buy $1B personalization, Olo IPO, C.H. Robinson) showing what each tier looks like when it works.

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FREE COMPANION ARTICLE

The article gives you the B1/B2/B3 categories. The guide gives you the portfolio allocation strategy, the Red Queen Effect analysis, the B1 Trap diagnostic, and the 15-question scoring tool to evaluate your current portfolio.

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What's Inside

The Red Queen Effect: why standing still means falling behind — with two specific failure modes
The B1 Trap — how companies spend 80%+ on parity and have nothing left for advantage
Deep case studies: Best Buy ($3.3M of $10M budget → $1B+ revenue), the Olo IPO roadshow story
Portfolio allocation models with resource distribution frameworks by org size
The Profit Center Maturity Model applied to B1/B2/B3 — language-of-each-level breakdown
4 worksheets including a 15-question diagnostic checklist with scoring bands

Who This Is For

CDOs, VPs of AI, and portfolio leaders who need to explain to the board why they're funding experimental AI — and how it connects to revenue.

Edward Chenard
Edward Chenard
CAIO • CDO • VP Product • 20 Years in Enterprise AI

$2.5B+ in AI-driven revenue. 100+ product launches. Teams from 2 to 300+. Built the data architecture behind Olo's $3.6B IPO. These guides are the playbooks from those experiences.

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The frameworks are free. The implementation playbooks are what get you results.

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