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Lenny's Podcast / episode intelligence

5 essential questions to craft a winning strategy | Roger Martin (author, advisor, speaker)

25 Jul 2024 17 published claims 2 attributable people
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Speakers in the public record

Roger MartinLenny Rachitsky

Claim mix

evaluation 6belief 4commitment 2prediction 2observation 1recommendation 1preference 1

Evidence policy

Every row below preserves an exact excerpt. Identified speakers are linked; unresolved voices are labeled and excluded from people counts.

Claim ledger

The useful parts, with receipts.

17 published records

01 / evaluation

And so, students are no longer trained on useful strategy. And the other feeder into people learning strategy were the strategy consulting firms, but the strategy consulting firms, the so-called strategy consulting firms, do almost no strategy anymore because it's a little business compared to post-merger integration, digital transformation, and a bunch of other things.

“And so, students are no longer trained on useful strategy. And the other feeder into people learning strategy were the strategy consulting firms, but the strategy consulting firms, the so-called strategy consulting firms, do almost no strategy anymore because it's a little business compared to post-merger integration, digital transformation, and a bunch of other things.”
Speaker
Roger Martin
Publisher
Lenny's Podcast

03 / observation

The problem is turnover in the hotel industry globally is 80% a year, which means that the average person you meet, the average staff person you meet in the average hotel, is on their way to a 16-month career at that hotel chain.

“The problem is turnover in the hotel industry globally is 80% a year, which means that the average person you meet, the average staff person you meet in the average hotel, is on their way to a 16-month career at that hotel chain.”
Speaker
Roger Martin
Publisher
Lenny's Podcast

05 / belief

You said something that's really interesting that I think is also really important, which is, you said that just being the best or better is not a solution.

“You said something that's really interesting that I think is also really important, which is, you said that just being the best or better is not a solution.”
Speaker
Lenny Rachitsky
Publisher
Lenny's Podcast

08 / prediction

Well, how can we either solve that problem at a much lower cost, so we can always be a sharper price point than them? So, if there are solutions, but they cost 50,000 a user because their costs are 30,000 a user, we can do this for $15 a user, and so we can charge $100 per seat, and absolutely annihilate the competitor by figuring out a less costly way to do it.

“Well, how can we either solve that problem at a much lower cost, so we can always be a sharper price point than them? So, if there are solutions, but they cost 50,000 a user because their costs are 30,000 a user, we can do this for $15 a user, and so we can charge $100 per seat, and absolutely annihilate the competitor by figuring out a less costly way to do it.”
Speaker
Roger Martin
Publisher
Lenny's Podcast

09 / evaluation

Or if your competitor lowers their price compared to your price, and you say to yourself, oh my God, if we lowered our price, we would make no money, but your competitor keeps on pricing there, you may think you have the low cost position, but they do, and you have to give them whatever share they desire at that lower price because you can't compete there.

“Or if your competitor lowers their price compared to your price, and you say to yourself, oh my God, if we lowered our price, we would make no money, but your competitor keeps on pricing there, you may think you have the low cost position, but they do, and you have to give them whatever share they desire at that lower price because you can't compete there.”
Speaker
Roger Martin
Publisher
Lenny's Podcast

10 / evaluation

I want to go through an example of a company, but before we do that, something I think that's important to talk about is, if your book is called Playing to Win, you talked about this idea of you need to play to win, and you argue that a lot of people are just playing to play, they're playing to play the game.

“I want to go through an example of a company, but before we do that, something I think that's important to talk about is, if your book is called Playing to Win, you talked about this idea of you need to play to win, and you argue that a lot of people are just playing to play, they're playing to play the game.”
Speaker
Lenny Rachitsky
Publisher
Lenny's Podcast

12 / evaluation

Wow, that's a great quote. This story about Southwest makes me think about Hamilton Helmer's counter-positioning, I don't know if you've heard that term, but basically, you position yourself in a way where the competitor can't do the thing that you're doing because of the way their business is already structured.

“Wow, that's a great quote. This story about Southwest makes me think about Hamilton Helmer's counter-positioning, I don't know if you've heard that term, but basically, you position yourself in a way where the competitor can't do the thing that you're doing because of the way their business is already structured.”
Speaker
Lenny Rachitsky
Publisher
Lenny's Podcast

14 / commitment

Definition of your moat. And so, capabilities and management systems are what both build and maintain the moat, and the maintaining is an important part because if you are the most successful, people are going to say, I want to do that too.

“Definition of your moat. And so, capabilities and management systems are what both build and maintain the moat, and the maintaining is an important part because if you are the most successful, people are going to say, I want to do that too.”
Speaker
Roger Martin
Publisher
Lenny's Podcast

16 / preference

Because I think everyone's listening to this, okay, cool, we got two ways to win, we're going to be the cheapest or we're going to differentiate, okay.

“Because I think everyone's listening to this, okay, cool, we got two ways to win, we're going to be the cheapest or we're going to differentiate, okay.”
Speaker
Lenny Rachitsky
Publisher
Lenny's Podcast

17 / evaluation

What would be a way of doing that, investing here, versus here, versus here? It's silent on that because it's a dumb theory, and it doesn't have anything useful to say, in my view, about that.

“What would be a way of doing that, investing here, versus here, versus here? It's silent on that because it's a dumb theory, and it doesn't have anything useful to say, in my view, about that.”
Speaker
Roger Martin
Publisher
Lenny's Podcast
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