For most of human history, reality has been ahead of our explanations. People navigated by the stars long before they understood them. Physicians discovered practices that saved lives before science could explain why. Humanity watched apples fall from trees for thousands of years before Newton described gravity with mathematical precision. Reality came first. Explanation followed.
Yet many organizations unknowingly operate as though the opposite were true. If they cannot explain an observation, they often dismiss it. The absence of an explanation quietly becomes evidence that the observation itself is unworthy of consideration. Leaders unnecessarily limit their potential when they dismiss observable reality simply because they cannot explain it. Reality is under no obligation to wait for our explanations.
History repeatedly demonstrates that explanation is almost always provisional. Human understanding evolves. Scientific theories are continually refined. Assumptions are revised. What appears irrational today may become tomorrow’s accepted truth. As I mention in the last chapter of my recent book, nonsense is only nonsense until it makes sense.
When reality and reason appear to disagree, don’t assume reality is wrong. First consider that your reasoning may be incomplete. This distinction has become increasingly important as organizations operate in environments of growing complexity. Markets behave in unexpected ways. Customers make decisions that defy conventional wisdom. Technologies emerge that initially appear irrational. Complex systems routinely produce behaviors that cannot be fully predicted or explained beforehand. An organization can possess impeccable sensing capabilities and still remain epistemically blind if it discounts observations that conflict with its prevailing paradigm. That blindness carries a cost.
Innovation frequently begins by exploring ideas that appear irrational under prevailing assumptions. The organizations that consistently outperform their competitors are often those willing to investigate unusual observations rather than dismissing them simply because they don’t fit existing explanations.
None of this suggests abandoning reason. Reason remains one of a leader’s most valuable tools. But explanation should never become a prerequisite for accepting observable reality. Rational thinking should help us understand what we observe—not prevent us from observing it in the first place.
The leaders who learn fastest are the ones with the humility to let reality continually improve those explanations. Reality has never waited for us before. It isn’t about to start now.
Executive InsightMany of history’s greatest breakthroughs began as observations that defied conventional explanation. The organizations that learn fastest are often those willing to investigate reality before fully understanding it.

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