Strategy by @ttunguz

Venture Capitalist at Theory

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Strategy

2023

Seizing the Moment: Strategies for Startups to Outmaneuver Competition in a Turning Economy	August 17
Which Customer Segments are Healthiest During the Downturn?	February 21
The Compounding Advantage of a Big Chip Stack in a Downturn	February 6
How Layoffs in Startupland Differ Between B2B & B2C Companies	January 23
Is the Suite Strategy Right for Your SaaS Startup?	January 19

2022

Antifragility as a Competitive Advantage in 2022

October 16

2021

The Great Game of Risk Played in Category Creation, and Why the Winning Strategy is Aggression	June 16
The Identity Crisis Facing Open Source Companies in the Cloud	April 2

2020

How Many Technologies Can a Company Adopt at Once?	October 29
A Quick Diagnostic to Determine if Your Sales & Marketing Teams are Aligned	August 31
Narrative Economics and the Power of Stories	April 22
What Customer Demand and Your Startup Balance Sheets Imply about Your Startup's Strategy	April 17
Why Margin Matters Now in Startupland	April 12
Why Your Startup's Org Chart is Limiting Your Growth	February 25
The Strategic Importance of Competition	February 23
When You Have an Advantage, Speed Up the Game	February 13

2019

Hustle As Strategy	April 8
Five Reasons to Sell End-to-End Products in Early Markets	March 26

2018

Which is More Important: New Account Growth or Account Expansion?	December 11
Creative Selection - An Inside Look at Some Key Moments at Apple	December 4
Selling Your Product While You Build It	December 3
In Early Markets, Services Can Be a Competitive Advantage	October 1
A Crypto-Trading Uber Driver and a Billionaire's Spat over Candy - On The Importance of Sticking to Your Strategy	May 6
The ROI of Cash Burn for SaaS Startups	February 20
Jettisoning the Assumptions of Last Year	January 1

2017

False Competition - Why Defining Axes of Competition Matters	November 19
The Challenges of the Platform Go To Market	September 6
Has SaaS Become Commodified?	August 23
When, If Ever, Should Profitable Bootstrapped Startups Raise Capital?	August 13
How to Decide When To Move Upmarket	August 8
The Five Questions You Need to Answer About Your Startup's Strategy	July 4
Why Amazon's Acquisition of Whole Foods Matters for Startupland	June 19
Startup Best Practices 26 - Choosing Your Startup's Competitive Strategy	May 26
SMB or Enterprise - Which is the Better Go To Market in SaaS?	April 13
The Three Types of SaaS Value Propositions	March 17
One of the Hardest Things to Do in Sales	February 10

2016

Your Startup's Competitive Advantage	October 23
The Pressure to Move Up Market Facing SMB SaaS Startups	September 14
How Fast Does a SaaS Startup Have to Grow to Survive?	July 27
Your Customer's Top 3 Priorities	March 21

2015

The Innovator's Dilemma for SaaS Startups

April 9

2014

The Disruption Debate is Focused on the Wrong Ideas

June 23

2013

Your Startup’s Three Horizons	August 16
Product Market Engagement: The Missing Step in Lean Startup Methodology	July 22
A Formula For Innovation	June 17
Why You Should Be Measuring Time To Utility For Your Product	June 4
A Startup’s Guide to Maximizing Last Mover Advantage	May 24
Your Startup’s API Could be Its Disruptor	May 14
Reverse Engineering Your Startup’s Success	May 7
Hiring Your Startup’s First Salesperson	May 3
The Defining Characteristics of Successful SMB SaaS Startups	April 17
Startup Judo - The Secret You Should Know Before Starting a Company	April 10
A Startup’s Three Visions	April 9
Your Startup’s Top 3 Priorities	April 1
What my high school chemistry class taught me about startups	January 14

2012

Changes in the rules of the [startup] game	December 18
Startup playbook - Reverse-engineering Clay Christens’s market disruptions	December 3
A Startup’s Two Financial Plans - the Board Plan and the Stretch Plan	November 26
Segmenting customer pipelines	November 20
Segmenting the SaaS Market for Sales	August 20
The Path to Exponential Growth	August 14