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Markets and strategy

Markets and strategy: market theses, consulting models and where value sits in the AI era.

31 notesnewest 18 Oct 2026

Reports

1 report, newest first

  • Vietnam tech ecosystem 2024 report

    The 2024 Vietnam Tech Market Report highlights Vietnam's resilient tech scene, ranking third in Southeast Asia despite a 17% drop in investments. With a booming digital…

Writing

12 pieces, newest first

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Research notes

4 notes, best first, then newest

  • Attack their cash cow

    Counter-positioning disrupts incumbents by adopting business models that force established players to hurt their own profits if they copy. Research shows successful…

  • Tech transfer framework

    A practical system for moving research insights from our labs team to consulting deliverables in 1-2 months. We bridge the gap through pilot experiments, automation, and…

  • ≈ Founder liquidity

    Founder liquidity is a secret that founders and investors don't want you to know

  • You can poke life

    Steve Jobs revealed a transformative truth in 1995 that changes how we see our power to shape reality. His insight shows why most people accept limitations that don't…

Playbooks

14 playbooks, best first, then newest

Show all 14 playbooks
  • On deal making

    Learn to clarify client needs, build trust, craft tailored pitches, navigate negotiations, and secure long-term wins. Close impactful deals and foster lasting…

  • Project delivery schedule and guidelines

    Dwarves Foundation Team's guide on our project delivery process. This post will serve as your go-to resource for understanding our weekly, bi-weekly, and monthly…

  • AARRR framework

    We use the AARRR framework to measure and optimize every phase of a product by optimizing it through the insane focus on one metric at a time.

  • Lean canvas

    Lean canvas is an adaptation of Business Model Canvas by Alexander Osterwalder which Ash Maurya created in the Lean Startup spirit (Fast, Concise and Effective startup).…

  • Member skills required

    Here are the skills you need to work effectively with clients. Mastering these helps us build strong relationships and deliver great work.

  • Setting the budget

    After a project has been loosely defined, the profit generating, or cost savings, potential should be estimated. Refining scope and budget will cost time and money.…

Series

  • WALA

    3 partslast part 18 Oct 2026

  • Navigate

    1 partlast part 8 Sep 2025

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Writers

tieubao21, nikkingtr6, huytieu3, monotykamary2