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 30, 2020

Keys To Successful Transformation

Jul 30, 2020 · 6 min

Lea Hickman and Marty Cagan argue that many company transformations to empowered product teams fail because key conditions are missing. They present ten keys, spanning senior leadership support, reframing technology as…

SVPG · Marty CaganOct 31, 2018

Empowered Product Teams

Oct 31, 2018 · 16 min

Marty Cagan argues that most companies fail to get results from product teams not because teams lack discovery skills, but because they are not truly empowered. He contrasts teams that serve the business with strong…

SVPG · Marty CaganJun 20, 2022

Products and People

Jun 20, 2022 · 4 min

Marty Cagan reviews Tony Fadell's book "Build," written from a CEO's perspective, and argues it is a standout guide to what the best product companies do. Cagan notes that Fadell's advice is deliberately old-school…

SVPG · Marty CaganSep 25, 2017

Customer Inspired; Technology Enabled

Sep 25, 2017 · 10 min

Marty Cagan argues that the common belief that great products come from listening to customers is a myth for technology products, because customers often cannot imagine what is possible or what they want until they see…

Substack · Shreyas Doshi♥ 138

The Antithesis Principle

Jul 26, 2026

The source text provided is only the title, subtitle, author, date, and type, with no body content to analyze. The title suggests an essay on the Antithesis Principle, framed as something smart people overlook and wise…

SVPG · Marty CaganApr 4, 2014

The Power of Milestones

Apr 4, 2014 · 3 min

Marty Cagan argues that many product teams grind through backlog stories without understanding the customer pain or business impact behind them, and that this is worsened by Kanban-style continuous delivery…

Lenny’s Podcast116 min

The art of influence: The single most important skill that AI can’t replace

Jessica Fain · Mar 22, 2026
Key learnings
  • Treat stakeholder conversations as discovery interviews: go in to learn and strengthen your plan, not simply to get approval for…
  • Remember executives have chaotic calendars and little context on your topic, so spend under 60 seconds at the start restating why…
  • Ground your pitch in the executive's success metrics and board pressures, and show explicitly how your proposal moves those…
SVPG · Marty CaganJul 24, 2011

Project-based Funding

Jul 24, 2011 · 3 min

Marty Cagan argues that project-based funding, where companies approve discrete projects with business cases, is a poor model for building strong products. Teams cannot know early whether a project is worth pursuing or…

HEY World · Jason FriedDec 3, 2025

Introducing Fizzy, our newest product

Dec 3, 2025

Jason Fried announces Fizzy, a new kanban-style card-and-column tool from the team behind Basecamp. He argues that popular issue-tracking tools like Trello, Jira, and Asana have grown bloated and complicated, drifting…

SVPG · Marty CaganMar 15, 2023

Product Model Competencies

Mar 15, 2023 · 5 min

Marty Cagan introduces the core competencies that a product operating model requires, framing product teams as responsible for solving hard customer and business problems rather than delivering features on request. He…

Lenny’s Podcast110 min

Why companies are becoming a series of loops

Anish Acharya · Sep 6, 2026
Key learnings
  • Treat each business function as an agent loop: map its inputs, outputs, and the points where it gets blocked, then supply…
  • Expect loops to climb local maxima quickly, but plan for humans to supply out-of-distribution intuition that moves you to the…
  • When an agent gets stuck, have a human coach it through the problem; the captured traces let the agent handle that case next time.
SVPG · Marty CaganApr 16, 2026

Build to Learn vs Build to Earn

Apr 16, 2026 · 6 min

Marty Cagan argues that product work has two distinct modes: the project model, focused on output from predefined roadmaps, and the product model, focused on outcomes. As delivery costs have collapsed with AI, the…

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…

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…

Lenny’s Podcast105 min

AI’s third era: the rise of persistent AI coworkers

Tara Seshan · Aug 30, 2026
Key learnings
  • Be prolific and empirical rather than theoretical: get to something testable with users as fast as possible instead of writing…
  • Sharpen the single most important hypothesis (the 'eigenquestion') and design fast tests to resolve it; that loop has always been…
  • Build for where models will be in two to three months: building for current capabilities or for distant future capabilities are…
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…