Drawer 01 · 618 notes · 122 people · 2005–2026

Product strategy & vision

Strategy, vision, positioning, moats, and deciding what to build

Q:
Answers from Product strategy & vision notes, cited
SVPG · Marty CaganJul 6, 2008

Moving from an IT to a Product Organization

Jul 6, 2008 · 6 min

Many established companies that began as retailers, airlines, or financial firms now sell directly to customers online, yet they often manage that customer-facing software the way they manage internal IT systems. The…

Product Talk · Teresa TorresAug 8, 2018

6 Guiding Principles for Effective Product Discovery

Aug 8, 2018 · 13 min

“I’m co-teaching a design course at Northwestern with my friend Jeff Merrell. We are teaching business leaders and change agents how to prototype their way to viable solutions. In this context, solutions aren’t product solutions, but rather internal programs and processes that effect change within the organization.”

SVPG · Marty CaganDec 10, 2024

Founder-Style Leadership

Dec 10, 2024 · 8 min

Marty Cagan argues that the public debate over Paul Graham's 'founder mode' essay has largely missed its point. He reframes the idea as a style of leadership rather than a switchable mode, one that combines deep product…

SVPG · Marty CaganSep 4, 2020

Discovery – Problem vs. Solution

Sep 4, 2020 · 4 min

Marty Cagan argues that the common split between a 'problem space' (owned by product) and a 'solution space' (owned by engineering) is overly simplistic and kills innovation. Validating that a customer problem is real…

The Looking Glass · Julie Zhuo♥ 75

How to Stop Complaining About Your Software

Sep 9, 2026
Subscriber post — summary only

Julie Zhuo's paid essay opens with Andy Warhol's point that every Coke tastes the same regardless of who drinks it, then uses that idea to frame a discussion of software. The piece appears to argue that digital products…

HEY World · Jason FriedAug 21, 2025

An obligation to independence

Aug 21, 2025

Jason Fried argues that owning an independent company is a rare privilege, one that frees leaders to experiment in ways that public companies and businesses forced to justify every move cannot. He encourages owners not…

SVPG · Marty CaganJun 1, 2020

The Origin of Product Discovery

Jun 1, 2020 · 3 min

Marty Cagan explains where the term "product discovery" came from and why he chose it. He argues that software has always faced two core problems: figuring out the right product, and then building it right, which he…

Medium · Hiten ShahNov 7, 2025

Why Tech Still Doesn’t Understand Marketing

Nov 7, 2025 · 5 min

Hiten Shah argues that tech has long misunderstood marketing, treating it as decoration or a growth hack when it is really the translation between what a product does and what it means to customers. He notes that the…

Lenny’s Newsletter♥ 27

Why marketplaces fail

Apr 13, 2021 · 16 min
Subscriber post — summary only

Lenny Rachitsky explains why marketplaces fail, drawing on dozens of failed examples. He argues the core causes mirror any startup: lacking product-market fit on demand or supply, poor liquidity, weak unit economics…

Lenny’s Newsletter♥ 277

How Notion builds product

May 30, 2023 · 19 min
Subscriber post — summary only

An in-depth look at how Notion builds product, drawn from an interview with its Chief Product and Technology Officer. It covers planning cadences, a four-stage product review process, the small size of the PM team, a…

Lenny’s Newsletter♥ 389

Ecosystem is the next big growth channel

Nov 11, 2025 · 15 min
Subscriber post — summary only

The post argues that as AI makes building and reaching customers easier for everyone, traditional B2B channels like search, outbound, events and lifecycle email are getting noisier and less effective. It makes the case…

SVPG · Marty CaganFeb 27, 2024

Transformation Theater

Feb 27, 2024 · 6 min

Marty Cagan and Lea Hickman catalogue the common forms of 'theater' that show up when companies try to transform how they build products. Their core observation is that many transformations stay on the surface…

SVPG · Marty CaganApr 28, 2012

Product Marketing Contribution

Apr 28, 2012 · 5 min

The essay opens with a launch scenario where marketing and product management drift apart, producing mixed-up press releases, inaccurate website copy, and misplaced confidence. Cagan argues that product marketing is a…

SVPG · Marty CaganNov 30, 2009

No Silver Bullet

Nov 30, 2009

Marty Cagan revisits Fred Brooks's classic essay "No Silver Bullet" and argues that the software world is full of advocates who present a single favorite technique as the answer to everything. He acknowledges that he…

SVPG · Marty CaganJul 21, 2013

The Need For Speed

Jul 21, 2013 · 5 min

Marty Cagan argues that product teams need to move fast, and that many teams still hold a Waterfall-era belief that speed trades off against quality and innovation. He contends that speed is valuable for reasons beyond…

SVPG · Marty CaganAug 16, 2022

Market Fit

Aug 16, 2022 · 5 min

The author argues that many companies reach an early beachhead of customers, assume product/market fit, and then stall because they neglected market fit. Market fit means discovering 'market pull': what makes customers…

Lenny’s Newsletter♥ 187

My favorite PM courses

Dec 20, 2022 · 5 min
Subscriber post — summary only

Lenny Rachitsky recommends a curated set of product management courses, split into five for senior PMs and five for up-and-coming PMs, plus honorable mentions. He limits picks to live, cohort-based courses that have run…

Product Talk · Teresa TorresApr 3, 2014

Drop Feature-Based Product Roadmaps

Apr 3, 2014 · 5 min

Teresa Torres argues that annual feature-based product roadmaps create false certainty, since release dates routinely slip and features get reshuffled. Product leaders still owe their teams a map, but it should show…