• Kalshi: When Perfect Framing Masks Missing Ownership

    Kalshi: When Perfect Framing Masks Missing Ownership

    A Note Before We Begin: I’ve been watching Kalshi’s journey closely. Following Tarek and Luana’s social media, studying their regulatory victories, and seeing how they’ve built something genuinely innovative. The work they’re doing, fighting for three years to secure CFTC approval, creating a new category, and democratizing access to markets, is impressive. Deeply impressive. This…

  • Bryan Johnson: The $60 Million Bet on Algorithmic Immortality

    Bryan Johnson: The $60 Million Bet on Algorithmic Immortality

    A Note Before We Begin: I’ve been watching Bryan Johnson and Blueprint for a while now. The work is remarkable. The commitment is undeniable. The transparency is rare in an industry full of promises and empty claims. I wrote this because I find the intersection of business strategy and personal identity fascinating. How do companies…

  • Bumble: When You Make Your Position Optional

    Bumble: When You Make Your Position Optional

    A Note Before We Begin: I wrote this because I admire what Whitney Wolfe Herd and Bumble have built. Watching their journey (the social content, the advocacy work, the mission) has been genuinely inspiring. There’s something rare about a company that tries to change not just how we date, but how we connect. This analysis…

Dive deep into business, brand and strategy.

  • How Cluely Owns “Command” and Why Your Tactics Don’t Matter

    How Cluely Owns “Command” and Why Your Tactics Don’t Matter

    Why This Series Exists Most business advice is backwards. It starts with tactics (growth hacks, funnel optimization, messaging frameworks) and works backward to strategy. But tactics without position are just expensive experiments. You’re throwing spaghetti at the wall and calling the ones that stick “insights.” Here’s what actually works: Position → Identity → Distribution →…

  • Howie.ai’s Position: The AI Secretary That Owns Delegation

    Howie.ai’s Position: The AI Secretary That Owns Delegation

    TL;DR Howie doesn’t compete for “best scheduler.” It owns “secretary,” an entirely different mental territory. By reframing scheduling as delegation rather than self-service, Howie created a position where 1,000+ customers pay $25-95/month to CC an AI assistant that handles meetings with human-grade etiquette. The hybrid model (AI + human review) isn’t just about accuracy; it’s…

  • The most dangerous advice comes from those who succeeded without knowing why

    The most dangerous advice comes from those who succeeded without knowing why

    Everyone loves that Dakota Meyer quote about not taking criticism from people you wouldn’t take advice from. LinkedIn eats it up. Founders tattoo it on their minds. It’s also completely backwards. Here’s what I’ve learned analyzing hundreds of companies through the positioning lens: Successful founders are terrible at explaining their own success. Ask Stewart Butterfield…

  • Why 99% of Experts Would Get Chexy’s position Wrong

    Why 99% of Experts Would Get Chexy’s position Wrong

    Ask a LinkedIn “positioning expert” for Chexy’s position and they’ll give you articulation — who it’s for, how it’s different, what it replaces. That isn’t positioning. That’s framing. Let me show you the status quo (framing) versus the reality (positioning), and why Chexy is the counterexample that proves the rule. Quick primer if you don’t…

  • The Industry’s Biggest Confusion: Why Framing Isn’t Positioning

    The Industry’s Biggest Confusion: Why Framing Isn’t Positioning

    Most positioning work isn’t positioning at all. It’s framing. And this confusion is costing companies their shot at mental monopolies. Here’s a simple test. Pull up any company’s “positioning document.” If it starts with “We are…” or “Our product…” or answers “Who’s it for?” and “How’s it different?” That’s NOT positioning. That’s framing. This isn’t…

  • The 2.35% Reality of B2B Websites

    The 2.35% Reality of B2B Websites

    Over the last month, I wrote and covered that B2B websites influence just 2.35% of your total addressable market. And the response has been… intense. Comments and DMs range from marketers defending their budgets to CEOs questioning their spending. And surprisingly, a lot of agreement from people who’ve suspected this for years but couldn’t prove…

  • Why Everything You Know About Go-to-Market Strategy is Backwards

    Why Everything You Know About Go-to-Market Strategy is Backwards

    Note: Grant’s post about choosing between “rabbits” (many small customers) and “whales” (a few large enterprises) perfectly illustrates how even smart people can confuse tactical distribution choices with strategic positioning. He thinks he’s describing how to choose your go-to-market strategy, but he’s actually documenting symptoms while missing the disease (the causality flows opposite to what…

  • The Day I Stopped Believing in Product Superiority

    The Day I Stopped Believing in Product Superiority

    What would you have to believe for positioning to be more important than product? I’ve been asking this question for 20 years. To Fortune 500 CEOs. To startup founders. To myself. Most people think it’s a ridiculous question. Of course products matter more. Products are real. Products solve problems. Products create value. Positioning? That’s just……

  • How to get clients (A system)

    How to get clients (A system)

    (Note: This is from the Digest newsletter I send out every Tuesday. Sign up below.) Stop Building Websites. Start Building Relationship Capital. Relationship Capital is the only growth system that matters in service-based businesses (consulting/advisory). Not leads. Not traffic. Not brand awareness. Relationship Capital is the compound value of trust, proof, and access you’ve built…

  • Air India’s Performance of Safety

    Air India’s Performance of Safety

    This post is about the gap between what companies say and what they do. I wrote it to help you see the difference between a polished crisis response and a real commitment to change. You will get a look at the mechanics of corporate messaging versus the reality on the ground. We will use Air…

  • The Lego turnaround story gets told wrong

    The Lego turnaround story gets told wrong

    The Lego turnaround story is often told. It is rarely understood. Most see operational discipline. Cut costs. Focus on the core. CEO saves company through efficiency. That reading mistakes tactical fixes for strategic architecture. 2003: Lego bleeds $1 million daily. Specialized pieces overflow warehouses. Star Wars sets rot after movie hype dies. Classic turnaround setup.…

  • Great Jeans, Not Great Genes

    Great Jeans, Not Great Genes

    American Eagle’s “Sydney Sweeney Has Great Jeans” campaign triggered outrage, applause, and (crucially) 700,000 new customers. Everyone thinks they know why. They’re wrong. In this moment, we’re going to do three things: 1) The Hook: “It worked because celebrity + controversy” American Eagle hired a famous person, made a cheeky pun, Twitter exploded, and suddenly:…

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