Category: Your Business is Your Brand
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Positionmaxxing
The positioning industry has a positioning problem, and it’s costing you more than you think. A post on X recently stopped me cold. @Kpaxs wrote: “When you understand a system too well, you start optimizing for the system rather than for reality. You know what success looks like, so you pursue success-shaped things. You know what your…
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Anthropic: How the Company That Claims Safety Already Owns Trust — and Doesn’t Know It Yet
From Clarity to Gravity: Anthropic A Note Before We Begin: I wrote this because I’m genuinely fascinated by what Anthropic is building. I’ve been watching the company closely — the decisions, the product, the way Dario and Daniela Amodei show up publicly, the social content, the research papers, the moments where they chose principle over…
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The Figma Trap: Why Canva’s IPO Language Is Costing Billions Before They Even File
Two hours ago, a venture capitalist posted about Canva on LinkedIn. She previously ran a $100M early-stage fund. Spent seven years as a senior analyst at a $400M long/short equity fund, modelling public companies. Did late-stage, pre-IPO investing. She knows how to value software businesses. Her first instinct was to value Canva using Figma’s 10x…
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How Bumble Gets Back to $13 Billion
Today, we’ll dive into how a $13 billion company destroyed 97% of its value by abandoning the one thing that made it worth $13 billion. The highlight reel, first. Bumble had one job: be the dating app where women go first. That single rule — women message first, men wait — wasn’t a feature. It…
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EQ Bank: How Every Decision Proved Ownership While the Marketing Said Challenger
A note before you read this I have been watching what EQ Bank has built with genuine respect. Andrew Moor turned a personal irritation into a structural argument against extraction, and that is not a small thing. What the company has done, quietly and consistently, over more than a decade, is worth studying carefully. This…
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PC Financial: The Bank That Was Never a Bank
A note before you read this I’m a positioning strategist, not a financial analyst, and I have no inside access to PC Financial’s data, internal strategy, or Barry Columb’s thinking. What I have is what’s publicly visible: the decisions the company has made over time, the content it puts into the world, and the patterns…
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The Bifurcation Problem
Why consumer-loved companies lose their identity on the way to IPO. The moment a beloved product hires a “B2B CMO,” a clock starts ticking. Not toward growth but fracture. Not visibly or immediately. But the fracture is there, and it widens. There’s a pattern hiding in plain sight. The products people love most, the ones…
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The $108 Billion Word That Broke Strategy
Consulting firms needed differentiation. Academics needed publications. Corporations needed org charts. MBA programs needed career tracks. And “brand” needed to pay for all of it. This is the story of how one word got a hundred jobs, and why most of them shouldn’t exist. The Word That Launched a Thousand Frameworks The word “brand” entered…
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Harvey AI: The $8 Billion Position Nobody Has Named
A Note Before We Begin: I wrote this because I admire what Harvey is building. I’ve been following Winston Weinberg’s content, watching how the company moves, and studying the decisions they’ve made over the past three years. There’s something happening here that’s worth understanding more deeply. This analysis isn’t a criticism. It’s an attempt to…
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How to fix your ‘brand’ in 1 day
Note before we begin: Dan Koe’s article “How to Fix Your Entire Life in 1 Day” got 90 million views on X. When I read it, I understood why. Also, some envy ensued. LOL! Dan’s core thesis is that you aren’t where you want to be because you aren’t the person who would be there.…
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Context isn’t the preface. It’s the work.
Most bad decisions don’t come from a lack of intelligence. They come from skipping context. You’ve seen it. Someone asks a question that sounds clear: “Should we do product-led growth?”“Should we hire an enterprise seller?”“Can you help sharpen our marketing story?” Within minutes, smart people start handing out solutions. That’s the moment you should get…
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The “Brand Positioning” Problem: Why Two Words Reveal a Fundamental Misunderstanding
The Tell Two words that reveal you don’t understand positioning: “brand positioning.” This isn’t pedantry. It’s diagnostic. The phrase inverts causality, conflates two distinct phenomena, and reveals a conceptual confusion that has cost companies billions in misdirected strategy work. When someone says “brand positioning,” they’re typically doing one of three things: using one word to…