The Category King Takes 76 Percent. It’s Rarely the First Mover.
Siebel owned CRM and lost to a latecomer. The company that owns a market is rarely the one that shipped first. It's the one that named the category.
Category: Strategy
Pioneers Fail Nearly Half the Time. Strategy Is Knowing When to Be One.
Market pioneers fail 47% of the time. Here is what actually decides who wins a category, and the four questions to answer before betting a year on being first.
The median SMB software product shrinks inside its own base while the median enterprise product compounds. That gap pulls nearly every bottom-up product toward the enterprise. Here is what the move...
Most product strategy debates argue about what to build. The harder question is what to build first. Why sequencing, not the feature list, is where strategy lives.
Two products can carry identical switching costs and only one is a real moat. Here is how to tell durable value from fragile lock-in.
Matching a competitor feature-for-feature is how you build a product nobody can tell apart. What the parity reflex costs, and what to do instead.