The hottest Market Strategy Substack posts right now

And their main takeaways
Category
Top Business Topics

Stocks Have Done Something Crazy Every 20 Year Period...

The Pomp Letter • 439 implied HN points • 14 Oct 24
💰 Finance Investing Stock Market Market Strategy
  1. Investing in stocks is usually better over the long term. If you hold onto your stocks for 20 years, you have never lost money.
  2. While some people trade stocks for quick gains, sticking to long-term strategies is often smarter and more rewarding.
  3. Global trends like rising liquidity might help both stocks and assets like bitcoin succeed in the future.

Multi-Product In Pictures

The VC Corner • 159 implied HN points • 05 Sep 24
💼 Business Tech startups Venture Capital Product Development Market Strategy Company growth
  1. Going multi-product is important for companies that want to grow and succeed. It can help them stand out in the market and attract more customers.
  2. Successful companies often have a clear plan for when and what new products to introduce. Timing and strategy matter a lot in this process.
  3. Many large public companies today started with one product and expanded later. Learning from their journeys can guide new founders as they build their businesses.

The Startup Pricing Journey 💸

The VC Corner • 439 implied HN points • 30 Jul 24
💼 Business Startup Pricing Monetization Market Strategy Growth
  1. Pricing is super important for startups because it affects how customers see your product and can help grow your business.
  2. In the beginning, startups need to choose a pricing strategy that can change and adapt as they learn more about the market.
  3. A good pricing strategy helps with attracting and keeping customers, while a bad one can lead to problems for the startup.

How startups beat incumbents⚔️, Bootstrapped vs. VC-Backed Startup🤔, Thinking about founder dilution👨‍💼

The VC Corner • 599 implied HN points • 30 Jun 24
💼 Business Startups Venture Capital Funding Entrepreneurship Market Strategy
  1. Startups can succeed against big businesses by leveraging innovation and agility. They often adapt faster to market changes than larger companies.
  2. There are two main types of startups: bootstrapped, which rely on their own funds, and VC-backed, which get money from investors. Each has its own advantages and challenges.
  3. Founders need to think carefully about dilution, which is when they give away part of their company to investors. This can affect their control and ownership in the long run.

What I learned working at a high-growth crypto startup

Parth's Playground • 141 implied HN points • 05 Dec 24
🔮 Crypto Startups Business Growth Product Development Team culture Market Strategy
  1. In a fast-changing startup, there's often no clear right answer. Instead of seeking perfect alignment, focus on taking thoughtful action based on your intuition and feedback.
  2. Expect frequent changes in your role and company direction. Embracing unpredictability can help you adapt quickly and align your work with the company's goals.
  3. It's crucial to build specific knowledge in your field to stand out. Deep expertise leads to better opportunities and helps you make meaningful connections.
Get a weekly roundup of the best Substack posts, by hacker news affinity:

Are the Tech Titans Mighty Enough to Break the Threatened NVIDIA-OpenAI Fetters?

Brad DeLong's Grasping Reality • 238 implied HN points • 12 Nov 24
🕹 Technology AI Chips Market Strategy Innovation
  1. Big tech companies are trying to break their dependence on NVIDIA and OpenAI because they don't want to pay high fees for using their technology. They are investing heavily to develop their own systems and chips.
  2. The race for independence is fueled by fears of falling behind in AI technology. Companies need cutting-edge language and classification models to stay competitive and make profits.
  3. Despite the rush to innovate, there's concern about monopolies in chip manufacturing, particularly with companies like TSMC. If other competitors can catch up, it could lead to a more open tech landscape and fewer fees for businesses.

Caveat emptor: product-led growth in cybersecurity can be a great idea, but it can also hurt or even kill security startups

Venture in Security • 235 implied HN points • 31 Jan 24
💼 Business Cybersecurity Product-led growth Sales Market Strategy Startups
  1. Product-led growth in cybersecurity can be beneficial for growth and reaching security practitioners.
  2. Product-led growth can harm cybersecurity startups by undermining traditional sales channels, causing revenue cannibalization, and leading to misplaced focus.
  3. Startups should carefully consider if their product is suitable for self-serve, avoid jeopardizing sales opportunities, and focus on value over rapid implementation of PLG.

Breaking analysis paralysis: a guide to using data in product management

Askwhy: UX Research, Product Management, Design & Careers • 33 implied HN points • 27 Nov 24
💼 Business Product Management Data Analysis User Research Market Strategy Customer Insights
  1. Always start with a clear hypothesis when analyzing data. This helps focus your research and prevents getting lost in too much information.
  2. Use a mix of qualitative and quantitative data for a better understanding. This means looking at both numbers and user feedback to get the full picture.
  3. Document your analysis process carefully. This helps others understand your findings and allows for better collaboration in the future.

Landing page improvements

André Casal's Substack • 19 implied HN points • 29 Jul 24
🕹 Technology Web Development User Experience Product Design Market Strategy Analytics
  1. Improving color contrast on a landing page helps make it more accessible for users. Clearer visuals can attract more visitors and keep them engaged.
  2. Adding logos and use-case sections to a landing page can help communicate what the product is about. It makes it easier for potential customers to understand if the product fits their needs.
  3. Getting feedback on a landing page and iterating on it is essential for creating a successful product. Regular updates based on user input help build trust and improve overall user experience.

BS-TBS News Interviews Me On Japan's EV Problem

Japan Economy Watch • 259 implied HN points • 25 May 23
💼 Business Automotive Innovation Economic Analysis Market Strategy
  1. Japanese automakers are resistant to adopting Electric Vehicles (EVs), leading to a loss in sales and risk of falling behind other countries like China.
  2. Successful companies can struggle to adapt to changing times, similar to how the Detroit Big Three faced challenges in the 1970s-80s.
  3. Japan's automakers need to prioritize entering the EV market successfully before exploring other options like hydrogen fuel cells. Shifting to Software-Defined Vehicles (SDVs) is crucial for future competitiveness.

You're Invited: How to Frame, Name, & Claim a Category FREE Webinar

Category Pirates • 176 implied HN points • 15 Jun 23
💼 Business Category Design Webinar Workshop Market Strategy Book launch
  1. Join a free webinar on how to Frame, Name, & Claim a Category on June 22, 2023.
  2. Get practical tools and insights to create, dominate, and redefine markets through category design.
  3. Receive an AI Worksheet as a bonus for attending the webinar, helping you apply category design principles effectively.

#6: A redemption narrative: the history of Viking Cruises

Bureau of Adventure • 79 implied HN points • 25 Nov 23
🏝 Travel Cruise Industry Market Strategy Luxury Travel
  1. Viking Cruises started with a focus on river cruising in Europe and became very successful by offering unique experiences that appealed to English-speaking travelers. They really understood their audience and tailored their offerings to fit their needs.
  2. The company grew rapidly by investing heavily in marketing and building a strong brand presence. This made them the leading name in river cruising, kind of like how Kleenex is for tissues.
  3. Viking expanded into ocean cruising and kept their style simple and inclusive, which attracted more mature travelers. They focus on creating a relaxed and enjoyable experience without the usual formalities seen in luxury travel.

To Be or Not To Be

Sector 6 | The Newsletter of AIM • 39 implied HN points • 04 Aug 23
🕹 Technology Semiconductors Export Controls Market Strategy Global Trade Corporate Governance
  1. AMD is facing a tough decision between following US export rules and keeping its market in China. It's a tricky balance to maintain.
  2. The US has set strict rules that prevent companies like AMD from selling advanced chips to China. These rules are aimed at restricting high-performance technology exports.
  3. Nvidia has a chip that exceeds these performance limits, illustrating the competitive tech landscape and the challenges AMD is dealing with.

Using The Fermi Problem Approach in Estimating New Product Impact

CAUSL Effect • 59 implied HN points • 08 Jun 23
💼 Business Product Management Market Strategy Investment decisions
  1. The Fermi problem approach helps estimate the impact of new product features by breaking it into smaller questions. This method allows for better understanding and clearer predictions.
  2. Using rough estimates based on educated guesses provides range estimates instead of precise answers, which can help account for uncertainty in projections.
  3. Continuous refinement of estimates with new data allows for adjustments, creating more credible and strategic insights for product management decisions.

TikTok, Robots, and Opportunities in Consumerland!

East Wind • 1 implied HN point • 28 May 24
💼 Business Consumer Trends Startups Technology Adoption Market Strategy Innovation
  1. Chinese apps are super convenient because users can do a lot with just a few apps. This makes life easier compared to needing many different apps like in the West.
  2. Western startups can learn from Chinese companies by focusing on unique user experiences and monetizing specific products instead of getting stuck in high-level research.
  3. Despite challenges in consumer investment, there are still exciting opportunities for new startups in the consumer space, especially by adopting ideas from successful Chinese models.

Eight Key Lessons for Rocket-Shipping AI Products

Unsupervised Learning • 1 implied HN point • 10 Apr 24
🕹 Technology AI Products User Experience Product Development Market Strategy
  1. Move quickly and launch your product fast. It’s better to get user feedback sooner than to wait for the perfect version.
  2. Involve your users in the creation process. Let them guide the product's direction so that the final result meets their needs.
  3. Testing your product internally before releasing it to users is key. It helps to ensure quality and makes sure you’re delivering something valuable.

What the Humane AI Pin Launch Can Teach Product Builders

Talking to Computers: The Email • 0 implied HN points • 30 Apr 24
🕹 Technology AI Product Design Wearables Natural Language Market Strategy
  1. When creating a new product, focus on doing one thing really well. This way, you can set realistic expectations and deliver a better experience.
  2. Natural language products come with unique challenges, like errors in speech recognition and resource demands. It's best to narrow your focus to avoid these problems.
  3. Building a small, specialized product can be more effective than trying to make something for everyone. Starting small allows for improvement and expansion later.

Buffett: Man or Myth

Musings on Markets • 0 implied HN points • 02 Mar 09
💼 Business Investing Finance Corporate Governance Market Strategy Value investing Investing Management Finance Economics Corporate Governance
  1. Warren Buffett is a successful investor known for his philosophy of buying businesses rather than stocks. This approach has helped him make smart investment choices over the years.
  2. Buffett prefers investing in well-managed, mature companies and avoids being an activist investor. He values companies with strong leadership and tends to stick to his area of expertise.
  3. People often misunderstand Buffett's approach to risk. He does consider risk when investing, using conservative cash flow estimates to guide his decisions, so it's important to not ignore risk in your own investing.

Corporate social responsibility & Friedman

Logos • 0 implied HN points • 19 Jan 21
💼 Business Corporate Governance Social Responsibility Economic Theory Market Strategy
  1. Friedman's idea emphasizes that businesses should focus on maximizing profits for their shareholders, not on social responsibilities. Critics, however, argue that companies should consider broader societal issues.
  2. Many companies today engage in social responsibility campaigns, blending genuine intentions with marketing strategies to boost profits. It's often hard to distinguish between doing good and doing it for profit.
  3. Debates around corporate responsibility raise questions about who decides what is 'good' and whether that should be left to companies or governed democratically. Without clear consensus, companies can struggle to define their role in society.

And so it starts

André Casal's Substack • 0 implied HN points • 25 Jul 24
💼 Business Entrepreneurship Innovation Market Strategy Product Development Customer Needs
  1. Starting a project is often motivated by the desire to avoid repetitive work. The creator felt the need to build something that would simplify their process and eliminate redundancy.
  2. The Jobs-To-Be-Done Theory helps entrepreneurs focus on customer problems instead of just their solutions. This approach encourages understanding what customers truly need, which can lead to better products.
  3. Many entrepreneurs know about helpful theories but struggle to apply them effectively. It's important to take action based on our knowledge to truly succeed.