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 Podcast95 min

4 questions Shreyas Doshi wishes he’d asked himself sooner

Shreyas Doshi · Oct 31, 2024
Key learnings
  • Run a pre-mortem before launches by imagining the project has already failed, then surfacing tigers, paper tigers and elephants…
  • Classify tasks as leverage, neutral or overhead; spend extra effort only on leverage tasks, and do less polish on neutral and…
  • Beat procrastination on high-leverage work by doing a couple days of low-stakes placebo tasks first, then working from a…
SVPG · Marty CaganSep 3, 2019

What is a Product?

Sep 3, 2019 · 4 min

Marty Cagan argues that a product succeeds only when it is solved simultaneously for the customer, the business, and the technology, which he frames as a multiplicative equation: if any one factor is zero, the product…

Substack · Shreyas Doshi♥ 324

10 ideas for 2026

Dec 30, 2025

Shreyas Doshi argues that clear thinking underpins everything product people do, yet most of us have significant gaps in how we reason. In this year-end essay he offers ten ideas for 2026, framed explicitly as useful to…

Lenny’s Podcast83 min

Notion’s lost years, its near collapse during Covid, staying small to move fast, the joy and suffering of building horizontal, more

Ivan Zhao · Mar 6, 2025
Key learnings
  • Hide a grand vision inside a product people already want: Notion's 'sugar-coated broccoli' approach meant shipping familiar…
  • Test whether your early adoption comes from real users, not just from your own taste: Ivan warns that building too much for…
  • Don't be afraid to reset the codebase when the foundation is wrong, and favor better abstractions, since a small core can…
Product Talk · Teresa TorresDec 10, 2014

Don't Rely On Confidence Alone

Dec 10, 2014 · 3 min

Teresa Torres argues that confidence in a product idea reflects how coherent a story feels in our heads, not whether the idea is true. She points to Research in Motion and AOL as examples of confident strategies that…

SVPG · Marty CaganJan 14, 2025

Tests of the Product Model

Jan 14, 2025 · 3 min

Marty Cagan argues that the product model, a way of organizing companies around discovering and delivering valuable solutions, is the key capability for responding to major opportunities and threats. He points to the…

Lenny’s Podcast85 min

April Dunford on product positioning, segmentation, and optimizing your sales process

April Dunford · Jun 9, 2022
Key learnings
  • Weak positioning shows up across the funnel: confused prospects, sluggish middle-of-pipeline deals, and churn after the sale, so…
  • Start positioning by identifying competitive alternatives, including the status quo, since roughly 40% of B2B deals are lost to…
  • Turn a list of differentiated capabilities into customer value, then group them into two or three value themes that only you can…
Lenny’s Newsletter♥ 284

How Ramp builds product

May 23, 2023 · 23 min
Subscriber post — summary only

An interview-based deep dive into how Ramp's product org works, centered on a culture of velocity: planning only as far out as needed, anchoring strategy to the financial model, organizing teams around business…

Lenny’s Podcast121 min

How to be more innovative

Sam Schillace · Jan 11, 2024
Key learnings
  • Treat 'why not' objections as signals to examine, and answer them with 'what if' questions about how far an idea could go if it…
  • Judge disruption by polarization: if people either love or hate something, it is more likely disruptive than something met with…
  • Make experiments cheap and fast so you can test ideas quickly, since you will almost always be wrong about the product until you…
SVPG · Marty CaganAug 17, 2023

From Projects to Products

Aug 17, 2023 · 3 min

Marty Cagan contrasts the traditional project model, where IT builds specific features by fixed dates, with the product model, where durable teams own business outcomes. He argues projects are slow, costly, and produce…

SVPG · Marty CaganJan 28, 2020

Coaching – Ethics

Jan 28, 2020 · 5 min

Marty Cagan argues that ethics deserves its own explicit place in product decisions, proposing a fifth risk alongside value, usability, feasibility and business viability: 'Should we build it?' He notes ethics often…

Lenny’s Podcast49 min

Shreyas Doshi Live

Shreyas Doshi Live · Oct 31, 2024
Key learnings
  • A real, pre-aligned product strategy can collapse weeks of annual planning into a few days, since most planning rituals are…
  • Many decisions treated as reversible 'two-way doors' become one-way doors in practice once commitments, QBR narratives, and…
  • Judging ideas on their merits rather than on social proof, authority, catchy metaphors, or alliteration is a core skill of good…
Lenny’s Podcast99 min

The ultimate guide to OKRs

Christina Wodtke · Mar 16, 2023
Key learnings
  • OKRs amplify a company that already has strategy, empowered teams and psychological safety; they reveal dysfunction rather than…
  • Use a weekly question as the core unit: what am I doing this week to move closer to our strategic outcomes?
  • Keep strategy as a half-built plan across quarters and set the detailed key results only for the current quarter.
SVPG · Marty CaganJul 18, 2022

Time To Build

Jul 18, 2022 · 3 min

Marty Cagan argues that the best products often emerge during economic downturns, when companies lack the money to paper over weak products. He contends that many firms, especially those with abundant funding, assume…

SVPG · Marty CaganSep 30, 2016

Behind Every Great Product

Sep 30, 2016 · 24 min

Marty Cagan revisits his earlier essay on the product manager role, arguing that confusion persists and that the role is more critical than ever. He contrasts three working modes: escalating everything to the CEO (a…

SVPG · Marty CaganApr 15, 2012

Defining Good

Apr 15, 2012 · 3 min

Marty Cagan responds to a common challenge: why are products like Facebook, Amazon, and Google so successful if they seem poorly designed? He argues that product people often confuse their own tastes with the target…

SVPG · Marty CaganSep 4, 2007

Managing Product Managers

Sep 4, 2007 · 6 min

Marty Cagan argues that the head of product management, typically a Director or VP, is one of the most consequential roles in a high-tech company, because a great product can redefine a business and a few failed…

SVPG · Marty CaganMar 30, 2020

The Role of Technology

Mar 30, 2020 · 4 min

Marty Cagan argues that the gap between the best product companies and the rest comes from a misunderstanding of technology's role. He recalls Marc Andreessen's warning that software is eating the world and notes that…

SVPG · Marty CaganDec 4, 2017

The Four Big Risks

Dec 4, 2017

Marty Cagan revisits his earlier framing of product success as valuable, usable, and feasible, arguing that the single word 'valuable' hid serious business risk and let product managers overweight customer value. He…