UDEHA

Role Models

Our reading of the people worth studying — the pattern each one actually runs, three moves you can steal from it, and where it breaks. Our take on the pattern, not a biography.

Who it is for
Known for

21 role models

  • Four hundred and fifty-two goals for the year. Operating profit appeared in none of them

    Jeff Bezos · Amazon · Blue Origin

    In its 2009 letter Amazon audited its own goal list in public: 452 goals for the year ahead, 360 of them touching customer experience, and net income, gross profit and operating profit used zero times. The copyable part is what sat on the dashboard.

    • Commerce
    • Infrastructure
    • The long game
    • Running the company
  • He did not change direction. He shipped what the dead project had already built

    Stewart Butterfield · Flickr · Slack

    Tiny Speck raised more than $15m for Glitch and shut it down anyway. The announcement that closed it also named the messaging tool the team had built to run itself — the tool that became Slack. Butterfield ran that move twice, and it is an inventory rather than a change of direction.

    • Consumer products
    • Design
    • Platforms
  • He did not choose between his ideas. He built the cheapest way to be told

    Drew Houston · Dropbox

    In April 2007 Houston had six or seven ideas and no way to rank them. He did not build a comparison matrix. He recorded three minutes of his file-sync tool working, posted it where the technical crowd was, and read what came back.

    • Consumer products
    • Distribution
    • Infrastructure
  • He did not get braver about asking. He replaced the ask with work

    Patrick Collison · Stripe · Auctomatic

    In January 2011, funded by Thiel, Musk and Sequoia, Stripe had about five customers. Collison knows the number because all five emailed him the same morning. What changed it was not a bolder ask. It was refusing to ask at all.

    • Developer tools
    • Fintech
    • Infrastructure
  • He did not tell isolated founders to try harder. He put them all on one clock

    Paul Graham · Viaweb · Y Combinator

    Y Combinator's most important idea was funding startups synchronously, and Graham writes that it began as a shortcut for learning to be an angel investor. The copyable part is not the money. It is that he treated working alone as a structural problem and answered it with a calendar.

    • Capital
    • Commerce
    • Developer tools
  • He did not write the operating system. He bought it and kept the rights

    Bill Gates · Microsoft

    Microsoft signed with IBM in November 1980 without an operating system, then paid $75,000 in two parts for one it had not written and kept the right to license it onward. The copyable move is not the purchase. It is knowing which layer was worth owning.

    • Developer tools
    • The long game
    • Running the company
    • Platforms
  • He kept building for a load that had not shown up yet

    Larry Page · Google · Alphabet

    Google's 2004 prospectus disclosed that the whole business ran on clusters of cheap commodity computers, and the founders' letter told incoming shareholders the company would not be run to quarterly targets. Both are the same decision, made early and in public.

    • Infrastructure
    • The long game
    • Running the company
    • Platforms
  • He kept deleting the thing he had just built

    Tobias Lütke · Shopify · Snowdevil

    Lütke built a snowboard shop, decided the shopping cart was the interesting part, and threw away the business he already had. The habit that made that possible is subtraction — and he has been running it on himself in public ever since.

    • Commerce
    • Developer tools
    • Running the company
    • Platforms
  • He put the rival's name in a document his company had to file

    Larry Ellison · Oracle

    Oracle's 2015 earnings releases name salesforce.com, quote the forecast salesforce.com had published itself, and stake a result any reader could check in a quarter. The copyable move is not the swagger. It is that the confrontation came with a scoreboard bolted to it.

    • Infrastructure
    • The long game
    • Running the company
  • He was not more disciplined than you. He built a company where adding lost money

    Jan Koum · WhatsApp

    The restraint people remember as Koum's character was three things outside his head — a note his co-founder wrote and he kept taped to the desk, a subscription that paid nothing for engagement, and 32 engineers holding 450 million users.

    • Consumer products
    • Infrastructure
    • Platforms
  • Nearly two years of licensing talks. Then eight countries at once

    Daniel Ek · Spotify

    Spotify's software was never the hard part. Ek spent nearly two years on rights before opening in eight European countries at once with all four major labels signed. The move worth copying is refusing to let a finished product force a small launch.

    • Brand
    • Consumer products
    • Distribution
    • Platforms
  • Nothing was failing. He started replacing it anyway

    Reed Hastings · Netflix · Pure Atria

    In its 2007 annual report Netflix called the disc the main way people would watch at home for the foreseeable future — and said in the same paragraph that growing the disc business was how it would fund the move to internet delivery.

    • Consumer products
    • Media
    • Platforms
  • She did not out-feature the incumbent. She changed who speaks first

    Whitney Wolfe Herd · Bumble

    Bumble entered a category with a dominant incumbent and shipped one rule — in a heterosexual match, only the woman can send the first message. The copyable part is not the mission. It is that the asset was a rule about who goes first, held in the founder's own name.

    • Brand
    • Consumer products
    • Marketplaces
  • She did not wait for permission. She built the thing that made permission unnecessary

    Melanie Perkins · Canva · Fusion Books

    Perkins was turned down by investors more than a hundred times before Canva raised anything. What kept her in the game was not persistence — it was a boring, profitable yearbook business that meant nobody's no could end her.

    • Brand
    • Consumer products
    • Design
    • Distribution
  • The exit was not the answer. He had already written down what it was for

    Brian Acton · WhatsApp · Signal Foundation

    In 2017 Acton left before his last tranche vested, walking away from $850 million. What makes the move worth studying is not the number. It is that the destination was already built: he had decided what the outcome was for in the same year the sale closed.

    • Consumer products
    • Infrastructure
    • Platforms
  • The line had sprawled. He answered it with four boxes

    Steve Jobs · Apple · NeXT · Pixar

    Apple lost about a billion dollars in fiscal 1997 and made a profit the following year. That turnaround is usually told as taste. The copyable half is the grid — two axes crossed, four boxes, and a rule that decided every cancellation without anybody having to feel brave.

    • Brand
    • Consumer products
    • Design
    • Hardware
  • The machines were ordinary. The route to the customer was the invention

    Michael Dell · Dell

    Dell's annual report names five reasons the company was winning, and not one of them is about the computer. They are all channel and cash. Days of supply in inventory fell from thirty-one to seven in two years, and the customers funded the growth.

    • Commerce
    • Distribution
    • Hardware
    • Running the company
  • The market did not exist yet. He kept paying for it for ten years

    Jensen Huang · NVIDIA

    NVIDIA shipped CUDA in 2006 and the return took about a decade. What makes that copyable is not the patience. It is that Huang had a test for when to stop, and the test was a list of facts about the world rather than a reading of his own conviction.

    • AI
    • Hardware
    • The long game
    • Platforms
  • The price went on a public page on day one. Fifteen years later it has not moved

    John Collison · Stripe · Auctomatic

    A US government audit had just counted 303 card rate categories and a blended rate merchants never saw itemised. Stripe launched with one number on one public page — and has not moved it since. Underpricing is rarely arithmetic; it is a way of never being told no.

    • Developer tools
    • Fintech
    • Running the company
  • The research was not finished. It was already running at an address anyone could type

    Sergey Brin · Google · Alphabet

    A 1998 Stanford paper introduces Google as a prototype and then gives the address where it is already indexing 24 million pages. The copyable part is not the discovery. It is that the learning and the shipping sit in the same document, on the same day.

    • AI
    • Consumer products
    • Platforms
  • The site was live and nobody booked. So he went and looked at what the customer saw

    Brian Chesky · Airbnb

    Airbnb launched at SXSW in 2008 and took two bookings. The founders already knew from their own search logs where the demand was. What changed it was not a redesign — it was a rented camera, forty New York apartments, and three weeks of dated numbers.

    • Brand
    • Consumer products
    • Design
    • Marketplaces