Strategy

Strategy is good

Strategy is really important.

Nov 18, 2021

Reddit’s missing business model: Embedding commerce in culture

A deep dive into the monetization challenges of Reddit and the road to profitability it can take by embracing creators.

Nov 19, 2021

How Oatly Wins: Stories that Create Binding Commitments

The difference between branding and storytelling, and why it matters now more than ever

Nov 24, 2021

How Do You Compete with Free?

Notion: The Embattled Artist

Dec 1, 2021

Investing on Instinct

Why the best deals are done with no data at all

Apr 24, 2020

Inside the Clubhouse

The surprisingly compelling audio app that has consumed my life

Sep 18, 2020

Roam’s road ahead

How the tool for networked thought can grow into its $200m valuation

Aug 24, 2020

Instagram can’t recreate TikTok’s Magic

The content format is a red herring. What really matters is the structure and purpose of TikTok’s network, which is antithetical to Instagram.

Jul 15, 2020

How Costco Convinces Brands to Cannibalize Themselves

An unlikely marriage where both sides win

Sep 26, 2020

Substack Rhymes With Medium

Substack can't decide if it's a CMS or a media brand. Neither could Medium. Their indecision will likely lead to similar outcomes.

Feb 5, 2021

Revenue: It’s Simple, Until It Isn’t

Finally, a clear explanation of bookings, billings and revenue

Jun 3, 2021

Product-Led Growth’s Failure

How a Scrappy Utah Software Company Ignored Every Silicon Valley Heuristic and Won Anyway

Jun 26, 2020

Will HEY Work?

The dust has settled. Now what?

May 4, 2020

Finding Power

An introduction to Clay Christensen’s most underrated idea: “The Conservation of Modularity”

Dec 3, 2020

LinkedIn’s Alternate Universe

How the professional platform makes networking weird

Jan 13, 2022

3 Thoughts On Justworks

The newest SaaS company to hit the public markets

Oct 13, 2021

How Memes Control Everything

The Economics of Belief Transmission

Nov 18, 2020

Three Shorts: Instagram, Spotify, Substack

The strategy behind the news, in as few bullet points as possible

Nov 11, 2020

Three Shorts: Fast’s 1b valuation, McPlant’s power move, and Apple’s disruptive M1 chip

Hello! Welcome to Three Shorts, a recurring series where I unpack the strategy behind the news in as few bullet points as possible.Enjoy!Fas

Feb 2, 2022

The Psychology of Strategy

How to see what you aren't seeing

Apr 22, 2022

DALL·E 2 and The Origin of Vibe Shifts

By Means of Natural Selection