“the incumbents of GrubHub take very different strategies”
Grubhub
2 recommend/use · 3 sourced episodes
Every sourced reference
Short attributed excerpts only. Timestamps are approximate.
“when I hired Erica Warren to build out our loyalty program at GrubHub”
“Grubhub was an asset light Marketplace model restaurants did their own delivery through their own delivery drivers that they hired”
“i basically worked on growing the demand side of that business from series a to ipo”
Related frameworks
Assume the Disruptor Is Right
During an existential threat, assume the disruptor is playing an optimal game and respond with overreaction
Consumer Subscription Viability Test
Freemium-plus-paid-acquisition consumer subscriptions fail without ~60-70%+ retention or a network effect
De-Risking the High-Stakes Meeting
Turn important meetings from big-reveal gambles into pre-worked, question-proof conversations.
Founder Intuition vs Team Expertise Handoff
Delegate to hires only once they consistently make better calls than you would — and signal in both directions
Happy GMV and Minimum Viable Happiness
Track only the GMV that produced a retained customer, and boil the thimble until it clears the bar
Justifying Non-Sexy Product Investments
Fund performance, UX and velocity work by making the invisible measurable and the downside of neglect concrete.
Kindle and Fire Growth Strategies
Non-scalable kindle hacks exist only to unlock the scalable fire strategy worth hiring for.
Markets as Currents, Not Bodies of Water
Chase the change dynamic pulling the market, not the size of the market
Perceived Simplicity
Keep advanced power in the product but discoverable only to those who go looking — invisible to everyone else.
SaaS-Marketplace Transition Test
A SaaS business can add a marketplace only if it touches its customer's customer and those customers need multiple suppliers
Scenario-Based PM Interviewing
Interview PMs by making them do the real job under real constraints, not recite prepared stories
Ship-to-Learn Research Allocation
Reserve scarce user research for high-uncertainty, high-leverage problems; ship to learn everywhere else
The Hierarchy of Engagement
Three stacked levels — core action, accruing benefits, self-perpetuation — that decide if a consumer product endures
The Hierarchy of Marketplaces
Focus, tip, dominate — the only sequence that produces a marketplace worth owning
The Product People Spectrum: Innovators to Executors
Great product careers get filtered at strategy — deliberately move executors toward the strategic middle.
The Story Chapters Framework for Executive Communication
Find the last obvious point for your audience, then build from there — skip neither the setup nor the basics.
The Three Network Effects (and Why Social Products Must Evolve)
Classify defensibility as direct, cross-side, or data network effects — and know social products must add the latter two
The Tippability Test
Check supply fragmentation, supply heterogeneity and incumbent competition before you fund a marketplace
Three Ways to Find Marketplace Whitespace
Unbundle a low-NPS segment, own an ignored niche, or change the atomic unit of supply
Tipping Loops: Growth Loops and Happiness Loops
Two symbiotic loop types — one grows the marketplace, one keeps it happy as it grows
Top-Down / Bottoms-Up Core Action Analysis
Cross two analyses — return-propensity ranking and product purpose — to find the one action worth optimising
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