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
Product Talk · Teresa TorresFeb 13, 2014

How To Turn Bad Ideas Into Good Ideas

Feb 13, 2014 · 3 min

“What’s a good idea look like? Do you think you’ll recognize it when you see it? Are you sure? Most good ideas start out as bad ideas. They are infeasible. They look like they should be on your “never do” list. The engineers will tell you they are”

Product Talk · Teresa TorresAug 22, 2013

Turn Your Inside View Outward

Aug 22, 2013 · 3 min

Teresa Torres examines the common push to build a mobile app and tests the assumption that it will drive growth. Stakeholders often justify the idea with broad beliefs about mobile usage, yet the data on typical app…

Lenny’s Podcast68 min

Category creation and brand building

Barbra Gago · Oct 27, 2022
Key learnings
  • Create a new category only when the scope is big enough to matter and you can see signals like emerging budget lines or buyer…
  • Abandon category creation quickly if customers keep calling you by the existing category name, as Greenhouse learned with…
  • A category is only real once competitors and analysts validate it, so welcome new entrants who adopt your category label as proof…
SVPG · Marty CaganJun 22, 2013

Lean Canvas vs. Opportunity Assessment

Jun 22, 2013

Cagan distinguishes two lightweight planning tools that are often confused: the Business Model or Lean Canvas and the Opportunity Assessment. The Canvas suits new businesses or entirely new product lines, where many…

@ttorres · Teresa Torres on X♥ 4
🎙️Unpacking Innovation Is innovation the goal — or just a byproduct of solving customer problems well? In this episode of All Things Product, Petra Wille and Teresa Torres unpack one of the most misused words in product: "innovation." Teresa makes the case that chasing novelty for its own sake…
Lenny’s Podcast121 min

Father of the iPod and iPhone on building taste, judgment, and creativity in the AI era

Tony Fadell · Jun 7, 2026
Key learnings
  • Start product ideas from a real, persistent customer pain, then ask whether a new technology can solve it in a way that…
  • For a true 1.0 in a new category, rely on a small group of named opinion-based decision makers, since data from analogs is…
  • Micromanage the few decisions that truly matter to the customer, cost, or long-term vision, and delegate the rest, instead of…
SVPG · Marty CaganFeb 21, 2020

Product Strategy – Management

Feb 21, 2020 · 3 min

Marty Cagan argues that once a product strategy is set, leaders cannot simply step back, because no strategy survives contact with reality. Teams will hit dependencies, technical gaps, customer crises, platform…

SVPG · Marty CaganOct 20, 2013

The End Of Requirements

Oct 20, 2013 · 3 min

Marty Cagan argues that product teams should stop framing their work as gathering and documenting requirements, since most so-called requirements are really constraints. He proposes defining products along two…

Lenny’s Podcast143 min

Hard-won lessons building 0 to 1 inside Atlassian

Tanguy Crusson · Jun 16, 2024
Key learnings
  • Assume new bets will most likely fail and say so openly, so the wider company doesn't pile on resources and slow the team down.
  • Create scarcity and autonomy for new bets so they can move like a startup, shielding them from processes built for mature…
  • Don't assume that what made the core business successful will transfer to a new market; validate the playbook's assumptions early.
Lenny’s Podcast109 min

Jeetu Patel

Jeetu Patel · Feb 26, 2026
Key learnings
  • Distinguish a megatrend from a hype cycle: don't fight real megatrends like AI, and avoid vanity work chasing hype.
  • Before investing, ask whether you have 'permission to play' and a route to mass distribution; otherwise dollars spent on product…
  • Make bold bets clear and go all in once an experiment works, rather than hedging, while aligning individual success with the…
SVPG · Marty CaganMar 3, 2022

Protecting the Planet, One Customer at a Time

Mar 3, 2022

This article describes how John Deere, a 185-year-old equipment maker, is repositioning itself as a technology company centered on "smart farming." Facing a projected global population of 9.6 billion by 2050 and rising…

SVPG · Marty CaganDec 28, 2009

The Product Decade

Dec 28, 2009

Marty Cagan argues that the coming decade will be among the most productive for product innovation. He points to four converging forces: ubiquitous connected mobile devices, powerful platforms that give apps instant…

Lenny’s Podcast88 min

Nickey Skarstad (Airbnb, Etsy, Shopify, Duolingo) on translating vision into goals, operationalizing product quality, second-order decisions, brainstorming, influence, and much more

Nickey Skarstad · Jul 18, 2022
Key learnings
  • Pick a quality metric, such as review rate or first sale within a set window, as a balancing top-line goal alongside growth so…
  • Dogfood your own product regularly; Skarstad notes that using the product yourself reveals quality problems immediately and…
  • Involve your team in strategy-setting rather than writing it alone, but recognize that one clear leader should own the final…
Lenny’s Podcast93 min

Anthropic’s CPO on what comes next

Mike Krieger · Jun 5, 2025
Key learnings
  • Use AI as an independent strategy critic: ask it to be brutal or to challenge your thinking, since default prompts tend to…
  • As AI writes most code, bottlenecks shift upstream to deciding what to build and aligning people, and downstream to merge queues…
  • Give teams a minimum viable strategy so people feel empowered to build and explore at the edge of model capabilities without…
Lenny’s Newsletter♥ 32

How marketplaces win

Aug 3, 2021 · 7 min
Subscriber post — summary only

The post argues that marketplaces succeed by choosing one of three routes: delivering far more convenience, offering a significantly lower price, or unlocking desirable supply that customers want. It also explains what…

SVPG · Marty CaganSep 6, 2015

The Alternative to Roadmaps

Sep 6, 2015 · 5 min

Cagan argues that feature-list roadmaps often tell teams what to build without explaining the underlying problem, producing waste. He proposes replacing them with shared context: a product vision describing the…