<![CDATA[Deliberate Drift]]>54efab43-fdb6-5552-848b-e48518385658Wed, 20 May 2026 13:22:58 +0000Captivate.fmdawn@porthouseadvisors.com (Dawn Porthouse)https://artwork.captivate.fm/3fa0ecdb-abc7-4f84-85fc-03652f2ef907/DD-Logo-for-Captivate-fm.pngDeliberate DriftDawn Porthousedawn@porthouseadvisors.comDawn PorthouseDeliberate Drift analyzes how companies change structurally over time — not through sudden crises or obvious mistakes, but through slow, deliberate drift. Some episodes follow companies whose options narrowed gradually: decisions that looked rational while constraints accumulated beneath the surface. Others follow companies whose structural position strengthened over time: decisions that looked ordinary or even wrong while advantages quietly compounded. In both cases, the analysis focuses on what was building beneath the surface — and why it was almost impossible to see clearly while it was happening. No dramatic framing. No hindsight conclusions. Just the structural logic of how businesses actually change. Full written analysis at deliberatedrift.comhttps://deliberatedriftpodcast.comfalseepisodicnopodcastSpirit Airlines: How the Model That Made It Work Became the Condition It Couldn't SurviveSpirit Airlines: How the Model That Made It Work Became the Condition It Couldn't SurviveSpirit Airlines was the most profitable airline in America in 2014. It ceased operations on May 2, 2026. The coverage blamed a war, a fuel spike, and a blocked merger. The structural story starts a decade earlier.

In this episode, Dawn Porthouse examines how Spirit's ultra-low-cost model depended on a price gap wide enough that passengers would accept every tradeoff — and how that gap closed, slowly and deliberately, long before the final crisis arrived.

Deliberate Drift analyzes how companies change structurally over time. Not through sudden failure, but through slow drift — decisions that appeared rational while constraints accumulated beneath the surface.

Full analysis at deliberatedrift.com

]]>Spirit Airlines was the most profitable airline in America in 2014. It ceased operations on May 2, 2026. The coverage blamed a war, a fuel spike, and a blocked merger. The structural story starts a decade earlier.

In this episode, Dawn Porthouse examines how Spirit's ultra-low-cost model depended on a price gap wide enough that passengers would accept every tradeoff — and how that gap closed, slowly and deliberately, long before the final crisis arrived.

Deliberate Drift analyzes how companies change structurally over time. Not through sudden failure, but through slow drift — decisions that appeared rational while constraints accumulated beneath the surface.

Full analysis at deliberatedrift.com

]]>824a2044-34fa-4a0c-810f-a099a7bcf65eWed, 20 May 2026 05:00:00 -050016:45falsefull11