What happens when someone who's spent decades inside the lighting industry's machinery gets straight to it?

In this episode of LytePOD, host Sam Koerbel sits down with Geoff Marlow, a veteran consultant and industry strategist who has witnessed firsthand the seismic shifts reshaping architectural lighting—from the rise of LED technology to the relentless wave of consolidation, private equity takeovers, and the erosion of relationships that once held this industry together.

Geoff walks through what he calls TTO—the convergence of talent scarcity, technical complexity, and the shift from products to outcomes—and explains why the industry's failure to address these forces is creating chaos across every layer of the supply chain. He reveals why manufacturers, reps, distributors, and designers are all pointing fingers at each other's margins while missing the bigger picture: the process itself is broken. Projects are treated as linear when they're actually iterative. Relationships are treated as poetry when they need to be built on definitive, measurable trust. And consolidation—whether it's reps buying reps, manufacturers buying manufacturers, or private equity rolling up portfolios—keeps failing because purpose is missing.

💡 Key topics explored:

• Why talent scarcity, technical complexity, and outcome-driven expectations are colliding—and what that means for everyone in the channel

• The myth of the linear project process—and why lighting is actually a highly iterative, parallel-processing challenge

• How consolidation (reps, manufacturers, PE) keeps failing because purpose and customer clarity are missing

• The shift from specification-driven projects to design-build dominance—and what that means for designers and manufacturers

• The hidden economics of distribution, rebates, and margin compression—and why salespeople default to what's easiest, not what's best

• The danger of regional expansion without local execution—and why customers don't care how many dots are on your map

• Why pricing transparency means different things to different people—and how to navigate that complexity

• The four things every person needs before they commit: care, clarity on what "good" is, understanding what good gets them, and a sense of purpose

• Why the industry needs a think tank—and what happens if we don't create one

Listen now to hear why the lighting system is broken—and how a think tank can help us fix it.

❤️ Big appreciation for the partners who support this work and trust the vision. They believe in thoughtful conversations, strong community, and letting designers' voices lead. Grateful to build this together.

1️⃣ Gotham Lighting - https://watch.lytei.com/gotham

2️⃣ Kelvix - https://watch.lytei.com/Kelvix

3️⃣ LEDflex - https://watch.lytei.com/LEDFLEX

4️⃣ Diode LED - https://watch.lytei.com/diode

5️⃣ Targetti USA - https://bit.ly/targettiusa

(00:00:00) Intro(00:01:52) Sponsor Spotlight(00:03:39) The Talent Crisis and the Iterative Reality(00:07:09) COMPASS: Eight Constraints Defining Today's Projects(00:09:15) Deductive vs. Inductive: Why the Industry Builds Backwards(00:12:10) The Relationship Equation: Beyond Poetry to Performance(00:16:08) Getting Local: Why Leadership Must Leave the Building(00:21:48) The Specification Evolution: From Must-Be to Multi-Name(00:25:05) Channel Tension: Does Everyone Like the Members That Are There?(00:26:10) Sponsor Spotlight: DiodeLED, Kelvix, LED Flex(00:28:33) The M&A Problem: Why Spreadsheets Don't Understand Relationships(00:36:36) Margin Dollars Aren't Owed, They're Earned(00:40:21) The 50/50 Market: Spec vs. Commodity(00:43:24) White Goods, Rebates, and Broken Incentives(00:47:15) Sponsor Spotlight: Targetti USA(00:48:07) Design-Build's 50% Future: What's Your Plan?(00:50:37) Respecting the Designer's Palette(00:51:54) This Is Solvable: Finding Those Who Teach You to Get an A