After a period of stagnation, Nike unveiled three futuristic products. While not immediately commercial, these "moonshots" serve to re-establish its innovation leadership, justify massive R&D spending, and create a brand halo that smaller competitors like On and Brooks cannot replicate.
A powerful innovation technique is "humanization": benchmarking your product against the ideal human experience, not a competitor's feature set. This raises the bar for excellence and surfaces opportunities for deep delight, like Google Meet's hand-raise feature mimicking in-person meetings.
Instead of inventing solutions from a blank slate, Nike's innovation team focuses on discovering pre-existing needs within the athlete. The user becomes a "living, breathing brief," meaning ideas are found through exploration, not forced creation, thus eliminating creative blocks.
A coach's criticism about athletes training barefoot—a threat to a shoe company—sparked an "aha moment." Instead of dismissing it, Nike innovated by creating a shoe that replicated the benefits of barefoot running, thereby capturing the user's intent and creating a new product category.
Drawing from Leonardo da Vinci, Nike's innovation philosophy combines "sfumato" (a mad scientist's willingness to fail) and "arte de science" (logical, scientific thinking). The fusion of these two opposing mindsets creates a "calculated risk"—the essential ingredient for meaningful breakthroughs.
For Nike's innovators, the ultimate measure of success isn't market performance but the user's genuine joy upon experiencing the product. This "athlete's smile" confirms that a meaningful problem has been solved, serving as a leading indicator that commercial success will naturally follow.
Instead of starting with a blank slate, Nike's team prototypes new ideas by physically cutting and modifying existing products. This "cobbling" method enables rapid, low-cost testing of core concepts before investing in new designs and expensive molds, allowing them to fail fast and forward.
A brand's strength can be measured by its "durability"—the permission customers grant it to enter new categories. For example, a "Nike hotel" is conceivable, but a "Hilton shoe" is not. This mental model tests whether your brand is defined by a narrow function or a broad customer relationship.
In a crowded market, brand is defined by the product experience, not marketing campaigns. Every interaction must evoke the intended brand feeling (e.g., "lovable"). This transforms brand into a core product responsibility and creates a powerful, defensible moat that activates word-of-mouth and differentiates you from competitors.
By designing a high-performance basketball shoe for an athlete with cerebral palsy, Nike solved for the most challenging use case. This "highest order of need" approach creates a superior, non-token solution that ultimately benefits a broader audience with similar, less-extreme needs.
Nubar Afeyan argues that companies should pursue two innovation tracks. Continuous innovation should build from the present forward. Breakthroughs, however, require envisioning a future state without a clear path and working backward to identify the necessary enabling steps.