Strategy is mostly around creating competitive advantage/ moats/ secrets (what Thiel calls it). Here are a bunch of frameworks/books to think about the same
Frameworks from some of my fav books on Strategy
Thiel’s 7 questions: He explains how Tesla is different from other clean tech companies (check the end of the post). Zero to One is a must read if you work in startups/planning to startup.
Hamilton’s 7 powers: Scale economics, Network economics, Counter positioning, Switching cost, Branding, Cornered resources, Process power. Something you should read if you are interested in business strategy.
Munger’s 5 elements which create moats: Supply-Side Economies of Scale and Scope, Demand-Side Economies of Scale (Network Effects), Brand, Regulation, Patents and Intellectual Property.
Platform revolution has a bunch of frameworks to think about how to build and grow a platform. It is highly relevant if you are working in a startup in the on demand space.
Blitzscaling is a good read if you want to understand how to build hyper growth business. It also has a lot of frameworks for growth: things which can turbocharge it or limit it.
Only the Paranoid Survive is a great playbook on surviving 10X changes and has lot of war stories from Intel.
Obviously Awesome is one of the best books on product positioning.
Blue Ocean Strategy is one of the first strategy books I ever read.
My fav one: Understanding Michael Porter If you read this one you don’t need to read another strategy book.
Competing Against Luck: Customers don’t buy products or services; they “hire” them to do a job.
Playing to Win - A.G. Lafley: Strategy is about making specific choices to win in the marketplace.
Honorary mentions: Good to great, Built to last, Blue Ocean Strategy, The Innovator’s Dilemma I read them long back. Have to re read and take notes.
Books I plan to read in the future
- Good Strategy Bad Strategy
- Thinking Strategically
- Turning the Flywheel
- Play Bigger: How Pirates, Dreamers, and Innovators Create and Dominate Markets
- Positioning: The Battle for Your Mind
- The Lords of Strategy
- Great by Choice
- Modern Monopolies
- Boyd: The Fighter Pilot Who Changed the Art of War
- Crossing the Chasm
- Wardley maps
- The Strategy Paradox
- Competition Demystified
- Strategy Beyond the Hockey Stick
- Certain to Win
- The Luxury Strategy
- The End of Competitive Advantage
- Seven Strategy Questions: A Simple Approach for Better Execution
- Good Product Strategy, Bad Product Strategy
- Strategy and Tactics
- How to Master the Craft of Strategy
- Can You Say What Your Strategy Is?
- The Five Competitive Forces That Shape Strategy
- Spolsky’s Strategy Letters
- Commoditizing your complement
- A Taxonomy of Moats
- Aggregation Theory
- How to Define Your Product Strategy, 12 part series
- Know Your Customers’ “Jobs to Be Done”
- All Strategy Is Local
- Measuring the Moat
- Taxonomy of Moat Destruction
- Functionalization Theory
- A Dozen Things I’ve Learned About Strategy, Business and Investing From Michael Porter
- What is Good Product Strategy?
- 6 Steps to Make Your Strategic Plan Really Strategic
- Your Strategic Plans Probably Aren’t Strategic, or Even Plans
- WTF is Strategy?
- The pyramid of clarity
- Strategic Balanced Scorecard
- How to be Strategic
- Four fits for 100M+ growth
- How to Run a Quarterly Product Strategy Meeting
- A Guide to Strategic Planning
- The Art of the Strategic Product Roadmap
- Don’t Let Process Distract You From Finding Strategy
- The value Stack
- 20 powerful and usually underrated competitive advantages
- Getting better at product strategy thread
- The What, Who, How, and Why
- The Category Design Scorecard
- Strategy as Problem-Solving
- Lenny’s workshop on product strategy & vision
- The Product Strategy Stack
Masterclass I did on Business Strategy: Bob Iger teaches Business Strategy and Leadership
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