Dive deep into business, brand and strategy.
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Up Didn’t Build a Bank. It Built a Generation of Savers
A note before you read this: Dom, Grant, Xavier: I have been watching what you have built with genuine admiration for the past few weeks. Up is one of the few products in Australian finance where you can trace a coherent identity all the way from the code to the…
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The Prancing Horse
The Positioning Delusion — On the Difference Between One Position and Two Disciplines The question making the rounds this week is whether the Ferrari Luce is really a Ferrari. It is the wrong question, and the speed with which everyone reached for it is the symptom worth studying. The popular…
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What the Subway Took From Joshua Bell
On positioning, costly signals, and why the cheapest part of the craft is the part the market believes least. I keep coming back to the Joshua Bell story, and the longer I sit with it, the more I think it teaches the opposite of what it gets used to teach.…
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Is Ferrari Luce is really a Ferrari? (+SKILL packages)
♛ 02.02.2026 The Prancing Horse Read Time: 12 Minutes Hello A happy accident. Something went sideways in the Mailchimp automation overnight — so today’s newsletter is going out a day early. Rather than fight it (or worse, clog your inbox with a second email tomorrow), I’m just leaning into it. You…
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“It’s Just Semantics” Is the Most Expensive Sentence in Business
Your words are making your decisions for you. In 1889, an Ethiopian emperor and the Kingdom of Italy signed the same treaty in two languages. The two versions agreed on everything except one word. That one word decided whether his country would stay free. His name was Menelik II. The…
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“Product > Brand” slop
♛ 26.05.2026 The Best Product Does Not Win Read Time: 6 Minutes Hello Before we get into today’s topic, two pieces from this week are worth a few minutes of your time. The first is a positioning read of the SpaceX S-1, three weeks before the largest IPO in history. Five…
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The Autopilot Corp 3: When the Whole Economy Forgets the Customer
Part 3 in The Autopilot Corporation series. Part 1 here. Part 2 here. It’s brutally hard to start a company. Anyone who’s done it knows. You spend years looking for the thing — the product, the wedge, the customer who actually pays — and most of those years are quiet.…
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The Noun Elon Musk Left Out of the SpaceX S1: A Positioning Read of the June 12 IPO
A note before you read this: SpaceX has been operating for 24 years, and the part of the company most worth respecting is the part the financial press does not write about: the engineering culture, the cadence, the tolerance for failure as a method, and the willingness to ship at…
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The Costume Industry, Part III: Musk Did Not Kill Tesla. The Original Position Did Its Job.
On the difference between the fame that follows proof and the fame that replaces it. The Harvard Business Review just published a piece arguing that Tesla’s brand is now hostage to its CEO, and that the fix is for the company to manage Musk’s perception more carefully. The piece is…
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The Costume Industry, Part II: Why Positioning Work Almost Never Produces a Position
On the difference between vocabulary debt and decision debt. A week ago, I published an essay arguing that “personal brand,” “brand positioning,” “homepage positioning,” “product positioning,” and “brand marketing” are intellectually lazy terms that smuggle the wrong mental model into strategic work. The response was the most generous I have…
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Do you have a position?
♛ 19.05.2026 Does Your Company Have a Position or Just Talks Like It Does? Read Time: 8 Minutes Hello The two-debt diagnostic I run before I take any positioning engagement, and the five-step protocol that retires the debt once you have found it. For two decades, I have worked on positioning across…
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The Costume Industry: Why “Personal Brand” (and Every Term Like It) Is Vocabulary Debt
There’s a particular kind of word that quietly does damage. It sounds professional. It travels well in meetings. It shows up in bios, decks, agency proposals, and LinkedIn posts. Nobody questions it because everyone uses it. And that’s exactly the problem. “Personal brand” is one of those words. So is…
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