Drawer 01 · 610 notes · 121 people · 2005–2026

Product strategy & vision

Strategy, vision, positioning, moats, and deciding what to build

Q:
Answers from Product strategy & vision notes, cited
Lenny’s Newsletter♥ 171

Getting better at product strategy

Sep 8, 2020 · 13 min
Subscriber post — summary only

Lenny walks through how his Airbnb team turned a problem of rejected booking requests into an 'Instant Book' strategy that grew instant bookings from about 5% to over 80%. He breaks strategy into three steps…

Lenny’s Newsletter♥ 198

Positioning

Jan 26, 2021 · 18 min
Subscriber post — summary only

April Dunford gives a practical guide to product positioning, using a story about a mispositioned database product to show how context shapes customer assumptions. She argues positioning should be built by starting from…

Lenny’s Newsletter · Free post♥ 193

How to know if you've got product-market fit

Jan 28, 2020 · 8 min

““The only thing that matters is getting to product-market fit.” —Marc Andreessen I’ve noticed that most people (including myself) have only a vague grasp on what product-market fit actually is. And even fewer people are going after it in a systematic way. For my own benefit if nothing else, last year I began collecting the best descriptions of PMF that I could find across Twitter, podcasts, books, and blog posts. Below, I’ve put…”

Substack · Shreyas Doshi♥ 275

Get to the Core of the Thing

May 16, 2026

Shreyas Doshi describes a founder asking whether to go wide or deep, and argues that abstract framings like this feel productive but avoid the decision. The core advice is to push past comfortable generalities toward…

Lenny’s Newsletter♥ 262

How Shopify builds product

Jul 25, 2023 · 20 min
Subscriber post — summary only

An interview with Shopify's VP of Product, Glen Coates, on how the company plans around annual CEO themes, avoids OKR-style metrics ownership, reviews work through a staged system, and structures teams around merchant…

Lenny’s Newsletter♥ 34

Flywheels, flywheels, flywheels

Aug 18, 2020 · 9 min
Subscriber post — summary only

Lenny answers a reader's question about how to build a business 'flywheel,' a visual model of which business elements reinforce each other to accelerate growth. He explains how to brainstorm one from assets, actions…

SVPG · Marty CaganFeb 18, 2020

Product Strategy – Focus

Feb 18, 2020 · 7 min

Marty Cagan argues that organizations believe they are good at focus but usually chase 20-30 'critical' initiatives when only two or three truly matter. He contrasts this with Pandora's stakeholder-driven prioritization…

Lenny’s Newsletter · Free post♥ 119

Becoming a senior Product Manager

Feb 9, 2021 · 11 min

Jackie Bavaro, drawing on research for her book Cracking the PM Career, argues that the hardest career step for many product managers is progressing from entry-level to senior PM, typically taking around three years…

SVPG · Marty CaganSep 23, 2022

Changing How You Decide Which Problems To Solve

Sep 23, 2022 · 4 min

This essay, the third in a series on meaningful transformation, argues that companies must change how they choose which problems to solve, not just how they build or solve them. It moves beyond feature roadmaps toward…

SVPG · Marty CaganFeb 17, 2020

Product Strategy – Overview

Feb 17, 2020 · 4 min

Marty Cagan argues that empowered product teams need hard problems to solve, and product strategy is the discipline of deciding which problems matter. He observes that many companies have plenty of features and projects…

SVPG · Marty CaganFeb 19, 2020

Product Strategy – Insights

Feb 19, 2020 · 9 min

Marty Cagan argues that the insights forming the foundation of a product strategy are the hardest but most valuable part of product work, and they cannot be produced by a template or framework. He says strong insights…

SVPG · Marty CaganSep 11, 2026

Strong Opinions, Loosely Held

Sep 11, 2026 · 10 min

Marty Cagan revisits the foundational product-management ideas he publicly argued for over the past two decades and identifies ten significant mistakes or blind spots. He concludes that his earlier emphasis on…

Lenny’s Newsletter♥ 559

First-principles thinking

Dec 19, 2023 · 21 min
Subscriber post — summary only

Lenny explains first-principles thinking as a beginner's-mind method: question assumptions, dig to the source, and rebuild problems from fundamental truths instead of copying analogies. He illustrates it with examples…

Lenny’s Newsletter♥ 419

A guide to advanced B2B positioning

Mar 10, 2026 · 15 min
Subscriber post — summary only

Lenny's paid guest post by April Dunford, a positioning expert who has worked with 300+ B2B companies, covers four advanced roadblocks that derail positioning work. It argues that disagreement over competitors, product…

SVPG · Marty CaganAug 10, 2020

Product Vision FAQ

Aug 10, 2020 · 6 min

Marty Cagan answers common follow-up questions about product vision, clarifying how it differs from a roadmap and how it should be scoped, owned, detailed and maintained. He argues a vision should describe a desired end…