# Setting Direction
Strategy reduces to two questions: how do you create value, and how do you keep it? Most strategy conversations skip the first question entirely and jump straight to competitive dynamics — moats, positioning, differentiation. But without clarity on value creation, you're optimising the wrong thing.
This section starts with value, then works through positioning, trade-offs, and the decisions that determine long-term outcomes. The goal is a clear-eyed view of where advantage comes from and what it takes to sustain it.
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## Where to start
**[[Notes/Value and Moats|Value and Moats]]** — The two questions that define strategy. Start here for the foundation.
**[[Notes/The Value Stick|The Value Stick]]** — Strategy's two levers: raise willingness-to-pay or lower willingness-to-sell. The mechanics of value capture.
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## The strategy core
How value gets created, captured, and defended.
**[[Notes/Value and Moats|Value and Moats]]** — Creating value is necessary but not sufficient. Keeping it requires moats. The two questions and how they interact.
**[[Notes/The Value Stick|The Value Stick]]** — Value has four components: willingness-to-pay, price, cost, willingness-to-sell. Strategy moves the ends; operations moves the middle.
**[[Notes/Real Choices|Real Choices]]** — Real strategic choices have rational opposites. If the opposite sounds absurd, you haven't chosen anything.
**[[Notes/Complements|Complements]]** — How value pools shift when products work together. The four strategic options when you're not the bottleneck.
**[[Notes/Network Effects|Network Effects]]** — Winner-take-most dynamics. How networks tip, and how to attack established ones.
**[[Notes/Explore vs Exploit|Explore vs Exploit]]** — The time horizon rule: explore early, exploit late. When to seek new value versus extract existing value.
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## Positioning
Where to compete and how to be different.
**[[Notes/Context Beats Category|Context Beats Category]]** — In vertical markets, positioning on consideration attributes (why you're in the running) versus retention attributes (why they stay) makes all the difference.
**[[Notes/Depth Before Breadth|Depth Before Breadth]]** — ICP focus first. Sequence expansion around the halo. Why going narrow before going wide usually wins.
**[[Notes/Growth Market Traps|Growth Market Traps]]** — Obvious large markets attract capital that destroys economics. The best opportunities often look small.
**[[Notes/Vertical Market Playbook|Vertical Market Playbook]]** — The strategic framework for vertical software. From positioning through go-to-market execution.
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## Trade-offs
The decisions that shape long-term outcomes.
**[[Notes/Margins vs Growth|Margins vs Growth]]** — Once returns are high enough, reinvestment becomes the lever. When to prioritise each.
**[[Notes/Third Lever|Third Lever]]** — Pricing as strategic choice beyond cost and volume. The lever most operators under-use.
**[[Notes/Time As Leverage|Time as Leverage]]** — Products add value 0.05–5% of the time. The rest is waiting. Implications for where value actually lives.
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## Economics
The numbers behind strategic choices.
**[[Notes/Customer-Funded Growth|Customer-Funded Growth]]** — Businesses that generate cash by growing. When acquisition economics fund expansion.
**[[Notes/Payback Period|Payback Period]]** — When customer acquisition becomes self-funding. The timeline that matters.
**[[Notes/Payback Over Ratios|Payback Over Ratios]]** — CAC payback matters more than LTV:CAC. Why the timing of cash flows trumps lifetime calculations.
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## Practices
Tools for translating strategy into action.
**[[Notes/Four Questions|Four Questions]]** — A decision checklist: what are we doing, how will we prove it works, how will we get it done, how will we know if it worked?
**[[Notes/One-Page Annual Operating Plan|One-Page Annual Operating Plan]]** — Compress the year to 7-8 things that matter. Strategy made concrete.
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## Synthesis
**[[Notes/Decision Architecture|Decision Architecture]]** — The full integration: strategy as hypothesis, measurement as decision design, speed through codified logic.
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## Suggested reading order
If you're working through this section systematically:
1. [[Notes/Value and Moats|Value and Moats]] — the two questions
2. [[Notes/The Value Stick|The Value Stick]] — how value gets captured
3. [[Notes/Real Choices|Real Choices]] — what makes a choice strategic
4. [[Notes/Complements|Complements]] → [[Notes/Network Effects|Network Effects]] — competitive dynamics
5. [[Notes/Margins vs Growth|Margins vs Growth]] — the core trade-off
6. [[Notes/Decision Architecture|Decision Architecture]] — bringing it together
Then explore positioning or economics based on your context.
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## Connects to
**[[Running the Machine|Running the Machine]]** — Strategy without execution is fantasy. Direction-setting must connect to operational reality.
**[[Making Decisions|Making Decisions]]** — Strategy is a hypothesis. The decision-making section covers how to learn whether your strategic bets are paying off.
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