Topic

Markets & Competition

How demand, competition, and shifting categories change the opportunities for products and companies.

OpenAI has the smarter model. Anthropic is winning anyway.

Anthropic figured out something OpenAI didn't — and it has nothing to do with the model.

May 19Markets & Competition

Competitive differentiation is poison

Why the most common strategic advice is pulling your focus to the wrong thing.

Mar 19Strategy

Is your product at risk of Product Market Fit Collapse?

Why are some companies vulnerable to AI disruption while others stand on solid ground? This question is critical—not just to help you understand the risk—but to help you figure out how to respond.

Jul 24Markets & Competition

The Great AI Rebundling

How AI turned once-distinct companies into direct competitors overnight—and why Figma now battles PowerPoint, Canva, Webflow, Miro, Illustrator, and Cursor all at once.

May 23Markets & Competition

How to win as an early marketplace

A framework for capturing demand

Jun 17Markets & Competition

Will AI create massive opportunities for startups?

Conventional wisdom says so. But, maybe not.

Jan 11Markets & Competition

The Entertainment Value Curve

Successful mobile video apps aren’t just viewing experiences, they are social experiences. Hollywood had mastered a classic formula for content creation, but now that formula has changed.

Mar 1419 min readMarkets & Competition

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