Competitive Strategy

1 claims5 moments4 on the cutting room floor

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Lenny's Written Position

In winner-take-all markets, charging a lower take rate often beats a higher one because higher fees create friction and opportunity for competitors.

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Podcast Moments

Karri Saarinen00:00:00

“The more it matters, the more the design matters. Whenever there's a new paradigm, the first iterations of those products don't have to be super well designed. Then, as you build the 100,000 different email clients, any email client now has to be pretty good to be even considered.”

Inside Linear: Building with taste, craft, and focus | Karri Saarinen (co-founder, designer, CEO) · Karri Saarinen

Brian Balfour00:00:16

“It ends up being a prisoner's dilemma. Don't trick yourself into thinking that you can't play the game. The cycles seem to be getting shorter and shorter, so you actually have a smaller amount of time. If you don't do it, your competitors are going to go to the new platform and your customer expectations change. There is no opting out of the game.”

Brian Balfour: 10 lessons on career, growth, and life · Brian Balfour

Julia Schottenstein00:00:00

“The strategy that I would do in how do you get noticed is I would figure out the area that you bring a competitive advantage. And I would inflict pain on that potential buyer. Make it impossible for them to not notice you.”

M&A, competition, pricing, and investing | Julia Schottenstein (dbt Labs) · Julia Schottenstein

Varun Parmar00:00:00

“I think that framework, it actually drives an insane amount of clarity in terms of what you're doing and what the impact is going to be.”

An inside look at how Miro builds product: Lessons on outmaneuvering competitors, team structure, product quality, and moving fast | Varun Parmar (CPO of Miro) · Varun Parmar

Kevin Aluwi00:16:23

“I'm a very big believer that the two most important things in a consumer business are product and brand in that order. Brand as an afterthought is definitely one of the areas where I think there's a giant missed opportunity. For the first six months after launching our app, we had only raised about $2 million and our regional competitor had already raised 250. A big reason why we survived was that we built a great brand.”

Taxi mafias, cash vaults, and 100% MoM growth: The story behind Southeast Asia’s biggest startup | Kevin Aluwi (Gojek) · Kevin Aluwi

Cutting Room Floor

Guest insights on this topic that Lenny hasn't (yet) written about in his newsletters. Potential material for future posts.

Brian BalfourUnsynthesized