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Richard Rumelt21 January 2024

Good Strategy, Bad Strategy

7Frameworks
15Insights

Frameworks in this episode

Insights & moments

The myth-busts, hot takes, explainers, and tools worth keeping.

Hot Take· 3

Hot Take57:30

Don't Call It a Strategy, Call It an Action Agenda

Rumelt argues the word 'strategy' has been so corrupted by consultants and books that people freeze when asked to write one. His fix: state the problem plainly and call the output an 'action agenda' — a concrete list of what you're actually going to do about it, not a mission or vision statement.

  • Rename 'strategy' to 'action agenda' to unstick people who are paralyzed by the concept
  • An action agenda answers: what are we going to do about this problem
  • You do not need a mission, vision, and values in place before you can act
  • Countless people sell the idea that all those things must precede strategy — Rumelt says that's false

don't call it a strategy call it an action agenda that you're not creating a strategy you're creating an action agenda

Richard Rumelt · 58:00

huge numbers of people out there willing to sell you device long your mission and your vision and your values and your all these things…

Richard Rumelt · 58:30
#strategy#action-agenda#mission-vision#reframe
Hot Take1:08:00

Strategy Is Insight, Not Picking From a List

Rumelt insists strategy isn't selecting from a menu of common strategies — it's studying what makes a problem hard and seeing a way through, the way I.M. Pei solved the Louvre entrance with a glass pyramid or SpaceX solved reusable rockets. That's insight, and insight is scary because it isn't guaranteed. People want to innovate but flinch from the immersion insight requires.

  • Strategy is looking at the problem, finding what makes it hard, and seeing a way to solve it
  • It is not picking a strategy off a list of common strategies
  • Insight is scary because it's not guaranteed to arrive on schedule
  • People want to be first and beat the market but won't study enough to earn an insight
  • Insight comes from immersing yourself in the nature of the problem

strategy isn't picking a strategy out of a list of common strategies it's looking at the problem what makes that problem hard and seeing a…

Richard Rumelt · 1:08:30

we want to innovate but we're scared of insight we want to be the first but we'd like to pick our strategy off a list…

Richard Rumelt · 1:09:00
#insight#strategy#innovation#problem-solving
Hot Take1:16:30

Leadership Has Displaced Management — and That's a Problem

Rumelt observes that the bookstore management section is now mostly leadership books, and most leadership advice is about perfecting yourself rather than leading anyone. The theory that a sufficiently magnetic, perfected leader never has to tell anyone what to do has, he argues, displaced the real work of management: deciding and assigning.

  • Most 'management' books are now leadership books about self-perfection
  • The implicit theory: perfect yourself and people will follow, so you never have to give an order
  • Rumelt isn't against leadership, but at some point you must say 'we're going to do this, and Bob is in charge'
  • Transformational-leadership literature from the 1980s has percolated through and weakened management

most of it's about leadership and the leadership is mostly about perfecting yourself it's not about leading anybody

Richard Rumelt · 1:16:30

management is being displaced by leadership which is the idea that the leader has a vision

Richard Rumelt · 1:17:30
#leadership#management#decision-making#hot-take

Explainer· 6

Explainer16:30

The Telltale Signs of Bad Strategy

Rumelt breaks down what disguises itself as strategy but isn't. The most common corporate failure is a set of profit or performance goals presented as strategy. The others are fluff — fancy 'word salad' language — and incoherent actions that fight each other. Underneath most bad strategy is a missing diagnosis.

  • A set of profit or performance goals is the standard corporate bad strategy
  • Goals and ambitions are not strategy — they're a wish list of what you'd like to happen
  • Fluff: using fancy, abstract words to sound more strategic ('word salad')
  • Incoherent actions that contradict each other
  • The root problem is usually a missing diagnosis of what's actually holding you back

the standard bad strategy for a corporation is a set of profit goals or performance goals a set of goals

Richard Rumelt · 17:30

bad strategy also is fluff people will use fancy words to describe their situation

Richard Rumelt · 20:00
#bad-strategy#goals#diagnosis#fluff
Explainer28:30

Power Is an Asymmetry — And Yesterday's Edge Becomes Today's Handicap

Rumelt defines power in strategy as exploiting an asymmetry — some difference that tilts the odds away from 50/50. But sources of power are transitory. IBM's respected relationships with big corporations were its strength under Gerstner, then became a handicap when computing moved to the cloud and its big-company customers were the slowest to adopt.

  • In a competitive contest between equals, the outcome is 50/50 — strategy requires an asymmetry
  • Sources of power: being first, reputation, relationships, invention, a specific customer base
  • Gerstner rebuilt IBM around its asymmetry: trusted relationships with large corporations
  • That same big-company orientation later disadvantaged IBM as computing moved to the cloud
  • Power isn't permanent — what you inherit from the past can become the wrong thing

for a strategy you need to exploit an asymmetry of some kind

Richard Rumelt · 29:00

IBM then becomes disadvantaged in the new world because it inherits this big company orientation

Richard Rumelt · 31:30
#power#asymmetry#ibm#competitive-advantage
Explainer35:00

Network Effects: The Dominant Source of Power Today

Rumelt traces network effects from the telephone system through Bill Gates' MS-BASIC to modern social media and Amazon. The larger your user base, the more useful and defensible the product. He notes generative AI may create even stronger effects, since bigger training data compounds — as with Google search, which Bing struggles to match on data alone.

  • Network effects: the more users a product has, the more useful it becomes
  • Bill Gates learned about network effects in a Harvard economics class; MS-BASIC benefited hugely
  • Amazon's ease of shopping and scale keep users from leaving
  • Generative AI may create stronger effects than ever — more data makes the model better
  • Google's search-data advantage makes it very hard for Bing to catch up
  • The way around a leader's data advantage is to specialize and own a niche approach

no one wants to be on a social medium only three other people are social

Richard Rumelt · 36:30

the size of the user bench there is an important source of symmetry and power for the people who come out ahead

Richard Rumelt · 37:30
#network-effects#power#ai#platforms
Explainer51:00

Real Diagnosis: Don't Cling to the First Plank

Rumelt likens a confusing situation to being adrift at sea: the first explanation you grab feels like a floating plank — a relief. But the key intellectual tool is to think again and look for a bigger plank. His own example: studying the Great Depression, he saw it as an auto-industry demand collapse once everyone who could afford a car already had one.

  • The first diagnosis that comes to mind feels like grabbing a plank while drowning — comforting but maybe wrong
  • The most important intellectual tool is to think again — is there a better explanation?
  • Rumelt's Great Depression diagnosis: adoption curves peak and decline; by 1929 car ownership had saturated
  • The exercise is to study data deeply and form your own diagnosis rather than accept the received one

the most important intellectual tool we have is to think again

Richard Rumelt · 52:00

1929 everybody could afford a car had a car and the Auto industry began first science so the Great Depression in the Auto industry so…

Richard Rumelt · 53:00
#diagnosis#great-depression#critical-thinking#insight
Explainer1:12:00

The Real Obstacle to Strategy Is Organizational Politics

Rumelt recounts Donald Rumsfeld asking whether academics had solved the problem of getting a group to align on a strategy — they haven't, beyond putting five to eight smart people in a room. Inside organizations the true blocker isn't ignorance; senior executives already know the challenges. It's diversity of interest and fear of action, which is why you need a hierarchy where someone finally decides.

  • Rumsfeld's insight: every expert disagrees and carries a private agenda, so information arrives loaded
  • Academics have no better answer than putting five to eight smart people in a room
  • Senior executives usually already know the challenges — they don't need consultants to find them
  • The blocker is diversity of interest and fear of action, not lack of knowledge
  • Action changes power relationships, so people resist it — hence you need a decider

you should put five to eight smart people in a room and you tell him to come up with something

Richard Rumelt · 1:13:30

the problem of strategy inside an organization is diversity of interest and and fear of action

Richard Rumelt · 1:15:30
#organizations#politics#leadership#rumsfeld
Explainer1:20:30

A Startup Is a Bet — and the Survivors Switch

For founders pre-product-market-fit, Rumelt says strategy is making a bet, like a wildcatter betting on oil under the ground. Research on Silicon Valley startups shows almost all begin aiming at one product-market solution, and the ones that survive switch — customer by customer — until something clicks. Founders must hold two minds at once: conviction they'll win, and willingness to shift when it isn't working.

  • A startup is a bet; reality reveals itself in bits and pieces over time
  • Most startups begin targeting one product-market solution
  • The survivors switch customers and solutions over a year or two until something clicks
  • Founders need a 'double-jointed' skill: conviction of certain victory plus willingness to pivot
  • There's no predicting the future — the action agenda must adapt quickly as information arrives

when you're a founder and a startup you're making a bet you're making a bet like an oil well wildhater would say I bet there's…

Richard Rumelt · 1:21:00

you got to be two minds You' got to be convinced of the certainty that you're going to win and you've got to be willing…

Richard Rumelt · 1:23:00
#startups#product-market-fit#pivot#uncertainty

Story· 2

Story25:30

The Black Thread: Why Focus Needs Power and a Target

As a 9-year-old at summer camp, Rumelt failed to burn a piece of cloth with a magnifying glass until a counselor gave him a black thread — which caught instantly. The lesson: focused power alone isn't enough; you need a target that can actually be affected. A white thread won't burn; a black one will.

  • The magnifying glass focuses the sun's power to a single spot — that's focus
  • But you also need a target that can be affected: a black thread, not a white one
  • Strategic action requires both a source of power AND an addressable target
  • Concentration on a few things is the fundamental source of power in strategy

to burn that black thread there has to be a source of power so there has to be a focus that's the magnifying Focus the…

Richard Rumelt · 26:00

it has to be a black thread not a white threat and that sequence is part of strategic strategic action

Richard Rumelt · 26:30
#focus#power#concentration#story
Story1:19:30

How Nokia Lost Its Ability to Compete

Rumelt uses Nokia — once the world's leading smartphone maker — as a case of strategic failure. Two causes stand out: they replaced the engineers who ran the company with lawyers and accountants who lacked a feel for hardware-software issues, and they adopted a matrix organization that so diffused power that no one had authority to order the touchscreen phone the CEO kept demanding.

  • Nokia was the world's leading smartphone maker and lost its ability to compete
  • Engineers who ran the company were replaced by lawyers and accountants without a feel for the product
  • A matrix organization diffused power so widely that nobody was actually in charge
  • The CEO could demand a touchscreen phone, but no one had the authority to build one

Nokia was the leading smart phone maker in the world and somehow it lost its ability to compete

Richard Rumelt · 1:19:30

they put in a matrix organization that so diffused power inside the organization that nobody was actually in charge

Richard Rumelt · 1:20:00
#nokia#strategic-failure#matrix-org#case-study

Tool· 2

Tool1:26:30

Value Denial: Finding Business Ideas in What You Can't Buy

Rumelt's idea-generation exercise 'value denial' asks: what should you be able to buy but can't? Lost-baggage insurance, an on-time home remodeler, downtown luggage check-in. A companion exercise imagines the perfect version of an everyday object — the perfect window that lets in light but not glare, air but not noise or bugs — and the gaps reveal opportunities, often blocked only by materials or regulation.

  • Value denial: list things you should be able to buy but can't (e.g. baggage insurance, an on-time remodeler)
  • Salesforce started from asking how software should be — a web page, not a boxed computer program
  • The 'perfect window' exercise: let in light not glare, air not noise, air not bugs
  • Gaps between how something is and how it should be point to new businesses
  • Many opportunities are blocked by missing materials or by regulation (dealers, unions, underwriters)

what is it that you should be able to buy but you can't

Richard Rumelt · 1:26:30

what's a perfect window oh perfect window should be transparent should let the sun in

Richard Rumelt · 1:28:00
#idea-generation#value-denial#opportunity#innovation
Tool1:34:00

Rumelt's Reading List: Stories Over Theories

Asked what he recommends most, Rumelt names Roger Martin's Playing to Win and Andy Grove's Only the Paranoid Survive, but steers people toward biographies and history over strategy theory. He praises the Steve Jobs biography and the Rockefeller story — how Rockefeller drove kerosene from a dollar a gallon to ten cents. His point: understand stories, not just theories.

  • Playing to Win by Roger Martin — a strategy book he recommends
  • Only the Paranoid Survive by Andy Grove
  • The Steve Jobs biography and books about business leaders
  • Rockefeller as a case: dropped kerosene from a dollar to ten cents a gallon, an order-of-magnitude price cut
  • Read broadly about people; understand stories, not just theories

I recommend uh Andy gr book only the paranoid survive

Richard Rumelt · 1:35:00

it's important to to understand stories not just theories but stories

Richard Rumelt · 1:36:00
#book-recommendations#biographies#rockefeller#reading

Takeaway· 2

Takeaway43:00

The Restaurant Test: Where Is Your Source of Power?

If someone tells Rumelt their strategy is to open a new restaurant, his answer is: don't — invest in the index instead, because statistically new restaurants fail. The only reason to override the base odds is a genuine asymmetry. 'I really want to succeed' isn't enough; training under a successful chef starts to be a real answer.

  • Statistically, most new restaurants fail — the base odds are against you
  • Wanting to succeed is not a source of power
  • You need a concrete asymmetry that tilts the odds in your favor
  • Strategy is finding the information, skill, or resource arrangement that gives you an edge

so what makes you think is that you can succeed oh I really want to succeed not good enough

Richard Rumelt · 43:30

where's the Symmetry here where's the source of power

Richard Rumelt · 43:30
#asymmetry#odds#entrepreneurship#power
Takeaway47:00

Why Strategists Should Read History and Biographies

Because there's no science of strategy — no equations like in physics or engineering — strategic thinking relies on analogy to prior human experience. Rumelt urges reading business history, biographies, and world history so you have a stock of other times and places to draw on when facing a novel situation.

  • There is no science of strategy — it's not like physics or engineering with solvable equations
  • Strategic reasoning works by analogy to previous human experience
  • Without access to other times, places, and events, it's hard to think strategically
  • Read biographies and history broadly, not just theory

if you don't have access to other times and other places and other things that have happened it's very hard to think strategically about the…

Richard Rumelt · 47:30

there isn't a science of strategy it's not like physics it's not like engineering

Richard Rumelt · 47:30
#history#biographies#learning#analogy