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Alistair Croll (author, advisor, entrepreneur)03 November 2024

Just evil enough: Subversive marketing strategies for startups

5Frameworks
15Insights

Episode overview

Alistair Croll argues that strong products still fail when founders treat distribution as an afterthought and lack an unfair way to capture attention and convert it into profitable demand. He presents subversiveness as a learnable combination of system awareness, novelty, and disagreeability, supported by examples ranging from Netflix and IKEA to Burger King and Salesforce. The discussion introduces the Recon Canvas and 11 recurring tactics for discovering product-medium-market opportunities, while drawing firm ethical boundaries against deception, assumed consent, dark patterns, lawbreaking, and punching down.

Key ideas

  • Distribution is as important as product: startups need an unfair, sustainable way to capture attention and turn it into profitable demand.
  • Subversive strategy combines system awareness, novelty, and enough disagreeability to question whether the company is playing the right game.
  • Product-medium-market fit expands conventional product-market-fit thinking by accounting for platforms, communication mechanics, and platform norms.
  • The Recon Canvas scans product, medium, and market from objective, collective, and subjective perspectives to uncover exploitable assumptions.
  • Eleven recurring tactics include bug-to-feature, buyer upgrade, access, bait-and-switch, combination, arbitrage, aggregation, reframing, regulation, misappropriation, and sliding the window.
  • The strongest tactics can reshape a value chain or business model, as IKEA did through flat-packing and customer assembly, rather than merely creating a temporary traffic spike.
  • Founders should test ideas with premortems and counterfactuals, asking what would prove them wrong and how an informed outsider might interpret the same evidence.
  • Being “just evil enough” does not permit abuse, assumed consent, dark patterns, illegal conduct, reputational destruction, or punching down.

Transcript available · source text is retained privately and is not published

Frameworks in this episode

People & resources mentioned

Attributed to the moment in the episode. Timestamps are approximate.

People · 17

  • Alistair CrollMentionsAlis is the author of lean analytics which was one of the most influential early books

    today my guest is Alistair croll

  • Lenny RachitskyMentionstoday we've got another very special compilation episode something I've been pulling on more and more with the podcast and the newsletter

    you helped me with my startup back in the day

  • Whitney Wolfe HerdMentionswhen she was launching Bumble she used the tactic we call the the top shelf tactic

    when she was launching Bumble she used the tactic we call the the top shelf tactic

  • Emily RossMentionsmy co-author Emily and I it turns out we'd both been obsessed with this stuff for the last 10 years

    my co-author Emily and I it turns out we'd both been obsessed with this stuff for the last 10 years

  • Eric RiesCoinedCreator of the Lean Startup methodology; founder and executive chairman of the Long-Term Stock Exchange; former founder and CTO.

    this new book from Eric reeze

  • Scott BelskyMentionsHe's a former founder starting a company called Behance that he sold to Adobe where he worked up the ranks to chief product officer

    I was talking to Scott bsky about bance

  • Zachary HambrickMentionsthere's a researcher named Zachary hamri who did some work with Sailors as the Navy was trying to restructure how it hired

    there's a researcher named Zachary hamri who did some work with Sailors

  • Rory SutherlandMentionsRory more than maybe anyone in the world he just sees the world through these these system lenses

    this also reminds me of my chat with Rory Sutherland who's extremely good at this

  • David RickettsMentionsDavid rickets who's a Harvard professor of innovation uses the example of mac and cheese

    David rickets who's a Harvard professor of innovation uses the example of mac and cheese

  • April DunfordMentionsApril Dunford was on this podcast and she has this book that she put out recently called the sales pitch

    I have an awesome episode of April Dunford who's I think also Canadian

  • Wes KaoMentionsWes co-created the AltMBA program with Seth Godin. She co-founded a company called Maven.

    West cow talks about like the spiky point of view

  • Dan DaviesCoinedDan Davies has a book called the unaccountability machine

    Dan Davies has a book called the unaccountability machine

  • Jonathan HaidtCoinedJonathan Heights The Righteous Mind which really made me lose faith in reason and rationality

    Jonathan Heights The Righteous Mind which really made me lose faith in reason and rationality

  • Michael FassbenderMentionsthe killer which came out on Netflix with Michael fast Bender

    the killer which came out on Netflix with Michael fast Bender

  • David FincherCoinedDavid Fincher's the killer which came out on Netflix

    David Fincher's the killer which came out on Netflix

  • Chip HeathCoinedthe best marketing textbook ever is Dan and Chip Heath's made to stick

    the best marketing textbook ever is Dan and Chip Heath's made to stick

  • Dan HeathCoinedthe best marketing textbook ever is Dan and Chip Heath's made to stick

    the best marketing textbook ever is Dan and Chip Heath's made to stick

Resources · 49

  • Lenny's PodcastCoinedpodcast · Lenny Rachitsky

    if you enjoy this podcast don't forget to subscribe and follow it in your favorite podcasting app or YouTube

  • WorkOSRecommendscompany · WorkOS, Inc.

    you should consider work OS it's a drop-in replacement for ozero

  • HexMentionssoftware · Hex Technologies

    hex brings every together its powerful notebook UI lets you analyze data in SQL python or no code

  • NetflixMentionscompany · Netflix

    Netflix got the US Postal Service they misappropriated the US Postal Service

  • United States Postal ServiceUsescompany

    Netflix got the US Postal Service they misappropriated the US Postal Service

  • BumbleMentionscompany · Whitney Wolfe Herd

    no Facebook no Instagram no Snapchat no Bumble

  • DropboxMentionscompany · Drew Houston and Arash Ferdowsi

    the Dropbox model of when you invite someone you get more storage

  • Just Evil EnoughCoinedbook · Alistair Croll and Emily Ross

    my co-author Emily and I it turns out we'd both been obsessed with this stuff for the last 10 years

  • Spanish TrainMentionsother · Chris de Burgh

    it's called Spanish train

  • Year One LabsMentionscompany

    you and I were part of a startup accelerator called year one labs

  • LocalmindMentionssoftware · Lenny Rachitsky and co-founders

    local mine was this product that would let strangers answer questions about a place

  • Google MapsMentionssoftware · Google

    Google Maps does this now when you leave a place they're like what was it like here

  • BehanceMentionswebsite · Scott Belsky and co-founders

    for the launch of bance he reached out and asked all these influential designers to join his platform

  • Stanford UniversityMentionsplace

    the graduate class of Stanford entrepreneurship for three minutes

  • GymsharkUsescompany

    they had a bunch of beist celebrities wish a guy named Jim shark happy birthday

  • CameoUsescompany

    right around the time that Cameo came out they had a bunch of beist celebrities wish a guy named Jim shark happy birthday

  • CoinbaseMentionscompany · Brian Armstrong and Fred Ehrsam

    coinbase bought a 60-second Super Bowl AB where they bounced a QR code around the screen

  • IKEAMentionscompany

    Ikea went hey if we flat pack this stuff and change the design we can put it in containers

  • Burger KingMentionscompany

    if you want inspiration for some clever ideas I think Burger King is better than almost anybody at this stuff

  • RunwayMentionscompany · Runway

    this company Runway that does basically it's helps you track your company's Runway and finances

  • Google AnalyticsUsessoftware · Google

    each of those things had a had a an analytics tag a Google analytics tag in it

  • Liquid DeathMentionscompany · Liquid Death

    liquid death has some hilarious marketing campaigns

  • VantaMentionssoftware · Christina Cacioppo

    V's Market leading trust management platform helps you continuously monitor compliance

  • SalesforceMentionscompany · Salesforce

    salesforce.com is a classic example of bug into feature

  • Mr. Clean Magic EraserMentionsproduct

    Mr clean's Magic Eraser started out as melamine foam for aircraft insulation

  • GetaroundMentionscompany · Jessica Scorpio and co-founders

    Jessica Scorpio when she was launching get which was a car rental by owner service

  • Tesla RoadsterUsesproduct · Tesla

    one of her VC's friends who had an early Tesla Roadster so she brought it to CES

  • TupperwareMentionscompany

    a classic example of this is tupperware

  • Kraft Macaroni & CheeseMentionsproduct · Kraft

    craft had figured out powdered cheese to support the war effort but you can't really sell powdered cheese on its own

  • FacebookUsescompany · Meta

    at one point it represented a massive proportion of Facebook's revenue

  • FarmVilleMentionssoftware · Zynga

    a more concrete example this is Farmville

  • BusbudCoinedcompany · LP Maurice

    he had a company called busbud

  • Get SatisfactionMentionswebsite

    get satisfaction was a complaint site on the internet

  • Tom's of MaineMentionscompany

    Along Comes Tomas of Maine

  • TeslaMentionscompany · Tesla, Inc.

    then Tesla started racing them against Bugattis

  • Will & GraceMentionstv show

    the normalization of gay marriage through Will and Grace

  • BodyformMentionscompany

    there's a company in England I think it's called body form that was the first to use red liquid

  • The Blair Witch ProjectMentionsfilm

    Remember The Blair Witch Project they literally killed their actors well not literally

  • StartupfestMentionsevent

    we did a workshop at start of Fest which is start of Fest is a big conference in Montreal

  • FWD50Coinedevent · Alistair Croll

    I do a lot of work in digital government with this conference called forward 50

  • FigmaUsessoftware · Figma

    it may now be easier to use an llm and figma to build 10 prototypes

  • Chrysler PT CruiserMentionsproduct · Chrysler

    the Chrysler PT Cruiser M it's a terrible little car right

  • The Unaccountability MachineRecommendsbook · Dan Davies

    Dan Davies has a book called the unaccountability machine that I have literally made an entire conference theme out of

  • The Righteous MindRecommendsbook · Jonathan Haidt

    The Righteous Mind which really made me lose faith in reason and rationality

  • Made to StickRecommendsbook · Chip Heath and Dan Heath

    the best marketing textbook ever is Dan and Chip Heath's made to stick

  • The KillerRecommendsfilm · David Fincher

    the first movie I have ever watched a second time on the second night is David Fincher's the killer

  • AmazonMentionscompany · Jeff Bezos

    the reality of branding on Amazon like brand names don't matter anymore

  • AnkerMentionscompany

    anchor and ker is a good example of a company that was just one of many power companies

  • Google CloudUsesproduct · Google

    we all built stuff on this new Google Cloud platform

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Insights & moments

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

Hot Take· 3

Hot Take26:00

Product-Market Fit Is Overrated — It's Product-Medium-Market Fit

Croll's hot take: marketing textbooks were written when media was one-way, one-to-many paid broadcast, but today it's any-to-any. Two companies with the same product sold to the same market often win or lose on their medium strategy — the platforms they use and those platforms' norms. It's now perfectly valid to build an audience first, then decide what to sell.

  • Marketing theory assumes one-to-many broadcast media that no longer exists
  • Same product, same market — the winner is often decided by medium strategy
  • Medium = both the platforms you're on and the norms of those platforms
  • You can build an audience first, then figure out what to sell, then make the product

that's another hot take of mine is I think that product Market fits overrated you have to actually think about product medium Market fit

Alistair Croll · 26:00

it's perfectly valid to build an audience first then figure out what to sell it then make the product

Alistair Croll · 26:30
#product-market-fit#medium#distribution#contrarian
Hot Take32:00

Liquid Death's North Star: 50% of People Must Hate It

Croll shares that Liquid Death reportedly won't run a campaign or ad unless it gets 50% disapproval — deliberate polarization is their guiding metric. He offers it as a rough heuristic for testing whether your own marketing is subversive enough.

  • Liquid Death allegedly requires 50% disapproval before greenlighting a campaign
  • Polarization is treated as a North Star metric, not a risk to avoid
  • Serves as a gut-check for whether marketing is bold enough to cut through

they do not go ahead with a um with a campaign or an ad unless it gets 50% disapproval that's like their Northstar metric 50%…

Alistair Croll · 32:00
#liquid-death#polarization#marketing#contrarian
Hot Take46:30

'A Hedge Fund Is Formed to Do Something That Will Be Illegal'

In discussing arbitrage — knowing something others don't — Croll quotes a line from Rob Pasarella that a hedge fund is an organization formed to discover something that will eventually be illegal and do it until it is. It captures the fleeting nature of subversive edges: they work until they become marketing or become banned.

  • Arbitrage means acting on information or access before others can
  • Examples span the optical telegraph, inferring social-app growth from API counts, and Farmville's early timeline access
  • Subversive edges are temporary — they either become standard marketing or become illegal

a hedge fund is an organization formed to discover something that will be illegal and do it until it is

Alistair Croll · 46:30
#arbitrage#hedge-funds#advantage#contrarian

Explainer· 2

Explainer25:00

The Wine List Is a System Designed to Make You Order Wine

Croll relays Rory Sutherland's example of the restaurant wine list as a system you're beholden to. You can't be sold a $50 gin and tonic because you know its cost, but wine can be sold at any price because you can't judge it. The ritual — handing the list to the most powerful person at the table who asks 'red or white' — means everyone has already consented to ordering wine.

  • You resist a $50 gin and tonic because you know its cost; wine escapes that anchor
  • The wine-list ritual manufactures group consent to buy wine before anyone decides not to
  • Sutherland is praised for seeing everyday situations as manipulable systems

when someone shows up at the table with a wine list and hands it to the most powerful looking person at the table who opens…

Alistair Croll · 25:00
#rory-sutherland#pricing#systems-thinking#psychology
Explainer1:05:00

The 'Don't Actually Be Evil' Guardrails (and the PT Cruiser)

Croll stresses the book devotes a whole chapter to not being evil: don't assume consent, don't act without approval, don't lie or use dark patterns, don't break the law or its intent, don't punch down, and don't ruin your reputation. He illustrates the acceptable gray zone with the Chrysler PT Cruiser — legally classified as a truck so it could pull Chrysler's truck-line fuel-economy average under federal limits.

  • Hard 'don'ts': assuming consent, acting without approval, lying, dark patterns, breaking the law or its intent, punching down
  • An afterlife company that crawled obituaries and extorted businesses was criminally charged — clearly over the line
  • The PT Cruiser was engineered to count as a truck so it could lower Chrysler's truck-fleet fuel-consumption average
  • The test: subversive-but-clever versus genuinely harmful — use Occam's-razor guardrails

there are certain things like abuse like assuming consent and acting without approval uh lying or using dark patterns breaking the law or even the…

Alistair Croll · 1:05:00

it brought the average fuel consumption of Chrysler's truck line below the federal guidelines so that it could continue to sell bad trucks

Alistair Croll · 1:06:30
#ethics#regulation#guardrails#case-study

Story· 8

Story06:30

How Netflix Turned the US Postal Service Into a Broadband Network

Croll explains that Netflix's subversive early move wasn't streaming — Blockbuster actually had streaming first. Broadband penetration was too low, so Netflix used the postal service as a high-bandwidth, high-latency delivery network by mailing DVDs. The real question was never 'can I stream video' but 'can I get all of North America a video in two days.'

  • Blockbuster had streaming before Netflix, but US broadband penetration was too limited for it to work
  • Netflix repurposed the US Postal Service as a high-bandwidth, high-latency delivery network via DVDs in envelopes
  • The winning insight was reframing the problem from streaming to two-day nationwide physical delivery plus web reordering

they misappropriated the US Postal Service and turned it into an on demand very high bandwidth but very very high latency Broadband Network by sticking…

Alistair Croll · 06:30
#netflix#distribution#misappropriation#startups
Story07:00

The Bumble 'Top Shelf' Poster Trick on University Walls

When launching Bumble, Whitney Hess used what Croll calls the 'top shelf' tactic — posters on university walls styled as if made by the university, reading 'no Facebook no Instagram no Snapchat no Bumble.' It exploited an unregulated medium while subtly positioning Bumble as one of the four apps the university didn't approve of. Nobody gave her permission to do it.

  • Posters mimicked official university messaging on an unregulated medium (campus walls)
  • The copy listed Bumble alongside Facebook, Instagram and Snapchat as apps to avoid
  • It planted Bumble as a peer of the top social apps without any authorization

she's also sending this subversive reminder to people that she's one of the four top applications that the university doesn't approve of nobody told her…

Alistair Croll · 07:30
#bumble#guerrilla-marketing#positioning#startups
Story15:30

The $5 Challenge: How Stanford Students Really Won

Stanford professor Tina Seelig gave teams $5, five days to plan, two hours to execute, and three minutes to present how they maximized revenue. Weaker teams bought lemonade ingredients; smarter ones did bike-pump testing ($200) or sold restaurant line spots ($250). The winning team ignored the $5 entirely and sold their three-minute class presentation slot as an ad to a recruiter for ~$650.

  • Constraints: $5 seed capital, five days to plan, two hours to execute, three-minute presentation
  • Bike-pump teams made ~$200; restaurant-line-selling teams made ~$250
  • The winning team recognized the real asset was their presentation time and sold it to a company recruiting Stanford grads for ~$650
  • Illustrates 'system awareness' — stepping back to see what you actually have

the winning class sold its three minutes to a company that wanted to recruit Stanford grads it's brilliant right they made an ad

Alistair Croll · 17:00
#system-awareness#creativity#case-study#startups
Story23:00

Why Business School Never Teaches You to Bluff

Croll argues business ignores disagreeable, subversive thinking. In poker you don't win on card strength — you win by bluffing and reading tells, yet that's never taught in business school. He pairs this with a 1600s story of Julia du Martins, who, low on food during a siege, baked all her flour into bread and threw it to the enemy army saying 'let us know if you need more' — and the army left.

  • Poker's real skill is bluffing, subterfuge and reading opponents, not card statistics — but business school skips it
  • There's a difference between people playing the game well and people questioning whether it's the right game
  • Julia du Martins broke a siege by convincing the enemy she had a food surplus, throwing her last bread over the walls
  • Croll wants to normalize this kind of disagreeable strategic thinking in startups

you win by bluffing you win by uh subterfuge you win by looking for your opponent's tells but we never talk about that in business…

Alistair Croll · 23:00

she goes up to the parapets and she throws it over into the awaiting Army and says you look hungry let us know if need…

Alistair Croll · 24:00
#disagreeability#strategy#poker#history
Story27:00

Burger King's Medium Mastery: Whopper Detour and Liking Old Posts

Croll holds up Burger King as the master of understanding a platform's mechanics. The Whopper Detour gave a free Whopper only if you ordered from the app inside a McDonald's parking lot — driving installs and geolocation opt-ins. Later, Burger King quietly liked influencers' decade-old posts (which the platform surfaces prominently), unnerving them, before revealing it was to announce that funnel cake fries were back — earning millions of free impressions.

  • Whopper Detour: free Whopper only via the app from a McDonald's parking lot — maximizing installs and geolocation opt-ins
  • Burger King edited the Whopper's Wikipedia page and triggered home speakers with a 'Okay Google, what's in a Whopper' ad
  • Liking a 10-year-old post gets noticed because the platform surfaces it, unlike a latest post lost in the noise
  • The reveal (bringing back funnel cake fries) generated millions of free impressions by exploiting platform mechanics

everyone can have a free Whopper just order it from the app drive to the store and pick it up but the catch is you…

Alistair Croll · 27:00

if someone likes your post from 10 years ago it's either a bot a stalker or you're about to get sued

Alistair Croll · 27:30
#burger-king#medium#platform-mechanics#marketing
Story35:00

How Salesforce Turned 'Low Feature' Into 'No Software'

Early Salesforce had a weak, low-feature product built on Ajax, competing against Vantive, Clarify and Remedy that cost millions and took years to install. Rather than add features, Salesforce reframed its limitation as an asset — simplicity — installable via a URL. Its rallying logo became 'No Software,' despite eventually having its own programming language.

  • Salesforce's rivals cost millions and took years to install; Salesforce installed via a URL
  • The weakness (a very limited feature set) was reframed as a strength: simplicity
  • The 'No Software' logo turned the bug into the brand — even though they later had their own language
  • A limitation may already be a benefit for a market segment you've been ignoring

salesforce's logo for all was no software despite the fact that they have their own programming language

Alistair Croll · 35:30
#salesforce#reframing#positioning#saas
Story47:00

How Busbud Aggregated Bus Data Until Companies Had to Deal

LP Maurice's Busbud aggregated near-impossible-to-find bus schedules from around the world into millions of well-structured, SEO-friendly pages — catnip for search engines that made it the default destination. When bus companies refused to sell through him, he added a 'buy ticket' button routing traffic to them, then returned with proof that ~20% of their traffic came from Busbud, forcing them to the table.

  • Bus schedules are hard to get but bus tickets are a multi-billion-dollar industry
  • Automation generated millions of structured JSON pages — needing multiple Google Analytics accounts to track
  • Well-structured, scarce data made Busbud the default search destination
  • He drove traffic to bus companies first, then used their own analytics (~20% of traffic) as leverage to strike deals

hey have you noticed on your analytics that like 20% of your traffic is coming from me we should probably talk now they're willing to…

Alistair Croll · 48:30
#busbud#aggregation#seo#startups
Story52:00

How Tesla Reframed Electric Cars From Green to Fast

The traditional framing for electric cars was range and sustainability — the Prius ads deliberately left out acceleration. Tesla reframed EVs by racing them against Bugattis, giving a wealthy coastal segment a new dimension to care about: performance. Croll uses it to argue that if you're disagreeing with a market, you're often disagreeing with how it scores value.

  • Prius-era EV ads explicitly avoided acceleration and emphasized sustainability
  • Tesla raced its cars against Bugattis to make performance the dimension that mattered
  • It worked for a specific segment — wealthy coastal VCs — not the whole market
  • Reframing means drawing a new grid, not just repositioning on the existing one

Tesla started racing them against Bugattis and for a certain segment of the market meaning like Rich Coastal VCS faster better performance was a new…

Alistair Croll · 52:30
#tesla#reframing#positioning#electric-vehicles

Tool· 1

Tool1:08:00

Alistair Croll's Most-Recommended Books

In the lightning round, Croll names the books he recommends most: Dan Davies' 'The Unaccountability Machine' (which he built a whole conference theme around), Jonathan Haidt's 'The Righteous Mind' (which made him lose faith in reason and rationality), and Dan and Chip Heath's 'Made to Stick' — which he calls the best marketing textbook ever.

  • 'The Unaccountability Machine' by Dan Davies — became an entire conference theme
  • 'The Righteous Mind' by Jonathan Haidt — made him question reason and rationality
  • 'Made to Stick' by Dan and Chip Heath — his pick for best marketing textbook ever

the best marketing textbook ever is Dan and Chip Heath's made to stick

Alistair Croll · 1:08:30
#books#recommendations#marketing#lightning-round

Takeaway· 1

Takeaway1:10:00

Solve for Interesting, and Don't Care Who Gets Credit

Croll's life motto is 'solve for interesting' — his one-person company's name. Chasing fame, safety or wealth never went as well for him as simply chasing what's interesting. The motto that guides his current work: it's amazing what can get done when nobody cares who gets credit.

  • His company (just himself) is named 'Solve for Interesting'
  • Solving for fame, safety or wealth underperformed solving for what's interesting
  • Guiding line: 'it's amazing what can get done when nobody cares who gets credit'

my company which is just me is called solve for interesting because all my life when I've tried to solve for fame or for safety…

Alistair Croll · 1:10:00

it's amazing what can get done when nobody cares who gets credit

Alistair Croll · 1:10:30
#motto#philosophy#career#lightning-round