“I was browsing your LinkedIn. Uh you started at IBM of all places.”
IBM
1 recommend/use · 13 sourced episodes
Every sourced reference
Short attributed excerpts only. Timestamps are approximate.
“the next slide is an IBM ad from the 50s”
“mainframe sales continue to do pretty well and they're an unusually large line item for companies like IBM”
“If if I told you that IBM had made the most wildly innovative coding assistant, you'd find it hard to believe.”
“soft layer was acquired by IBM because they were trying to build out their Cloud portfolio”
“if no one ever got fired for buying IBM right we know the famous phrase”
“nobody ever got fired for buying from IBM”
“IBM which is a $170 billion company, Palo Alto Networks which is a $100 billion company”
“when gerner took over IBM as it was failing in the face of the microprocess Revolution”
“it's like the old like no one gets fired for buying IBM”
“I started as a software engineer at IBM”
“We were talking about the leader at IBM who announced that he's not going to hire 8,000 people”
“I find myself in IBM with the rational software developer tooling group”
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Bad vs Sad Quality Tiers
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Belsky's Founder Bet Checklist
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Builder vs. Information Mover
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Capacity-Red Headcount Justification
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Company-Generated, Company-Distributed Content Loops
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Conjecture-Driven Learning (Collecting and Connecting Dots)
Don't consume content — generate a conjecture, then hunt across every field for proof of it.
Consistent, Distinctive, Famous
The three-word brand brief for founders — and why fame is the nonlinear one nobody names.
Crossing the Chasm from Fear to Joy
Reinvent yourself by manufacturing one small moment of building joy, not by studying harder.
De-Risk the Deal (The Safety Net Playbook)
Reset the business case downward and build a safety net so signing stops feeling like a solo skydive
Design for Humanity, Not the Organogram
Small teams plus human briefs beat large teams plus metrics — reciprocity does not scale.
Distribution Beats a Commodity Product
When products in a category are basically interchangeable, an adequate product with superior distribution wins
Dive-In Career Strategy for a Platform Shift
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Do Half, Then Go on a Killing Spree
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Energy-Aligned Writing
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Equally Disappoint Everyone
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Fear-to-Agency Reframe
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First-Principles Framework Method
Decompose every initiative into goal, mechanism, and value questions to build joined-up strategy — and mini-CEO operators.
Focusing Power on an Addressable Target
Strategy works only when you concentrate a genuine source of power on a target that can actually be moved.
FOMU Over FOMO (The Omission-Bias Diagnostic)
Buyers fear messing up more than missing out — diagnose which fear you're actually fighting
Freemium Plan Design by Motivations for Motion
Design plans by mapping what drives someone to move up a tier — and measure product-driven revenue.
High Agency, High Accountability
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Idiosyncrasy Preservation (The Stand-Up Comedian Test)
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Imperfect Metrics as Education
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Incrementality via Conversion Lift & Geo Tests
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Just-in-Time Planning
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Latent Demand Mining
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Leader Dogfooding for Product Pulse
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Limit the Exploration (Trust Then Expertise)
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Manager-as-IC Onboarding
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Manager Visibility via an Always-On Agent
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MAYA: The Right Amount of Weird
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Merchandise Progress Through the Messy Middle
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Obsolete Yourself
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Optimize for the Problems You Want to Have
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Output-Toward-Outcome Measurement
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Paid Channel Sequencing Ladder
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Pings and Echoes
Surface a buyer's hidden fear by voicing your hypothesis and listening for the reflection
Presume Radical Uncertainty (The 1997 Lens)
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Price-Elasticity Three-Response Model
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Reading a Market Through ARPU and Profit Pools
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Signal vs Noise Metric Selection
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Simpler-Fairer Pricing Reset
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Spec-as-What-Good-Looks-Like Verification
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Spotting Bad Strategy
Four tells that a 'strategy' is actually empty: no diagnosis, goals-as-strategy, fluff, and incoherent actions.
Stocks-and-Flows Pipeline Diagnosis
Model any org process as stocks and flows, then find where reality disagrees with the model.
Task vs. Job Automation Test
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The Absurd-Scenario Interview (Screening for Second-Order Thinking)
Pose an impossible hypothetical and grade the chain of consequences, not the answer.
The Action Agenda (Ambition-Filter Method)
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The Apex Survivor Model (Metabolism, Conversion, Adaptation)
Species that lasted 100M years share three traits — run your company on the same three.
The Boring Engineering Strategy
Write the strategy down, get the diagnosis honest, then constrain options so energy goes to what matters.
The Challenger Sale (Commercial Teaching)
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The Conviction Test for Whether to Quit
Compare your conviction now versus at the start to decide whether to persevere or pivot.
The Crux: Insight Through Immersion
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The Delegation Effect (Recommend, Don't Diagnose)
Prune the options and name your pick so the buyer no longer carries the blame alone
The Delta 4 Framework
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The DORA Four Keys
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The Double Lock (Sober and Drunk)
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The First Mile: Lazy, Vain, and Selfish
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The Foundry: Facilitating a Group to One Action Agenda
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The Four-Box Framework
Write your hypothesis in words before you touch data, so you can debug the idea and the measurement separately.
The Growth Org Triad: People & Process, Strategy, Data
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The Honest-Applicable-Reversible Values Test
Three tests that separate values which drive decisions from values that just describe your self-image.
The Impacts & Learnings Review
The one meeting a growth team can't skip: discuss learnings and implications, never status.
The JOLT Method
Four moves that convert an indecisive buyer into a signed deal without adding pressure
The Kernel of Good Strategy
Every real strategy has three parts: a diagnosis, a guiding policy, and coherent action.
The Loop-Based Growth Strategy Model
Document how you actually grow as connected loops, then let the biggest constraint pick your quarter.
The Low-Trust Market Playbook
In low-trust markets, trust concentrates — so focus becomes a curse and the super app wins.
The Measurement Journey
Start measuring from words and people, then scale into system data — don't wait for perfect.
The Narrow-and-Deep Community Wedge
Win one persona, one context, one use case in a community you can meaningfully influence — then widen.
The Nirvana Vision / Relentless Mission Framework
Vision = the customer's Nirvana state, with your company deleted from it. Mission = how you'll get them there.
The Object Model: Three Questions Every Screen Must Answer
On every screen, a user should know how they got here, what to do now, and what to do next.
The Ops Cadence Spreadsheet
A rocks-and-pebbles spreadsheet that assigns every account task a defined weekly/biweekly/monthly rhythm
The Parallel Sweet Spot: Psychological, Technological, Economic
Solve all three constraints at once — running them in series is how great products die.
The Shared-Fate EM/PM Pair
Give the eng manager and PM the same performance rating, and make them understand before they argue.
The Signs of Life Test
Spend a tiny budget on a new platform to detect a positive signal before committing to a full campaign
The Single Affordance Rule
One product, one job. Added functionality can subtract value by destroying clarity of purpose.
The Skip — Plan the Move After Next
Optimize career decisions for the job two moves out, not the next job.
The Team-Based Activation Ladder (Setup → Aha → Habit)
Find the habit moment that predicts retention, then work backwards to the aha and setup moments.
The Three-Hire Performance Team Sequence
Build a paid team in order: data-driven generalist, then creative, then a dedicated data scientist
The True Competition Metric
Use auction-insights math to tell a genuine competitive threat from a harmless close-variant accident
The User Imagery Adoption Test
Adoption stalls on who owns the product, not what it does — audit your user imagery before you scale.
The Value Deny: Finding Opportunity in What You Can't Buy
List what you should be able to buy but can't, or how a familiar product ought to work but doesn't.
The Values-Obedience 2x2 (Krishna, Rama, and Founder Dharma)
Plot leaders on values x obedience to see who creates, who sustains, and who must never be hired.
The Weighted Decision Spreadsheet
List your options, weight your criteria to 100%, score and multiply — then let the reaction tell you the answer.
The Why School (Training Second-Order Thinking)
One 'why' question per meal, answered the next day — how second-order thinking gets built.
Value-Anchored Outcome Pricing
Price the outcome, not the seat; set the number from customer value and let cost be your problem.
Values as a Sharp Knife
Rewrite company values as deliberate filters, then hardcode a scoring formula that removes people who don't fit.
Value-Up-The-Stack Test
To find where the money accrues in a platform shift, test the infrastructure layer for network effects, differentiation, and pricing power
Wartime Company Reset
When a platform shift threatens your core business, declare wartime and go all-in rather than hedge.
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