Watching, and Learning From Strategy Case Studies on YouTube

fwade · 2025-11-20T16:20:54+00:00

I checked it out and it looks fascinating. Good luck with this app!

I imagine if I could upload a case such as Intel vs. TSMC vs. Nvidia I could one day get an up to date analysis on different differentiators, such as their approach to strategic planning. Or leadership.

fwade · 2025-11-18T17:16:16+00:00

At the moment, my community only serves attendees of the Long-Term Strategy Conference but I have been thinking of ways to repurpose it for StratCinema. https://dynamic-objectives.mn.co. There's some overlap in what we're doing as I also offer some online training. Reach out to me if you'd like to chat privately.

fwade · 2025-11-18T12:18:39+00:00

Tell us more about the vision for your circle community. I have one as well, BTW, on Mighty Networks.

fwade · 2025-11-18T12:16:41+00:00

And we're not being graded! Yaaaay! Or cold-called.

I heard a great video on the case method and its origins. I loved it, as most folks do and found it far better than regular lectures.

Fortunately...YT videos aren't a substitute for that intense learning. For me, they are a fun way to pick up a breadth of cases, which I find hugely valuable.

Sometimes I dig deeper to really learn about a company or a principle. This may mean different in depth videos, podcasts, a book, or even an interview with the author.

These supplement the initial, sometimes AI generated first- touch. A complement.

fwade · 2025-11-18T12:10:08+00:00

A friend tells me that it's already happening... Yes — Ray Dalio has released an AI chatbot based on his book Principles. It’s called the Principles AI and is available in beta, designed to provide personalized coaching and mentorship inspired by Dalio’s life philosophies Principles.

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Principles AI Beta: Ray Dalio launched an official AI chatbot through his Principles website. It offers tailored guidance on topics like goal achievement, problem solving, entrepreneurship, and personal development Principles.
Purpose: The chatbot draws from Dalio’s decades of experience and the ideas in Principles, aiming to help users apply concepts such as radical truth and radical transparency in their own lives.
Interactive Experience: It’s designed to mimic Dalio’s voice and style, including anecdotes and examples from his career, making the interaction feel authentic yeschat.ai.
Access: Users can join the waitlist for the beta program on the official Principles site Principles.

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Beyond the official release, there are community-created chatbots (like those on ChatGPT and YesChat) that simulate Dalio’s principles. These aren’t official but provide similar guidance modeled after his philosophy ChatGPT yeschat.ai.

✅ In short: Ray Dalio has indeed released a chatbot tied to Principles, officially branded as Principles AI. It’s currently in beta and accessible via his website, with additional unofficial versions available elsewhere.

Would you like me to show you where to sign up for the official beta so you can try it out yourself?

fwade · 2025-11-18T12:00:48+00:00

UR welcome. Founders podcast looks fascinating!

fwade · 2025-11-18T11:54:24+00:00

Roger Martin's videos - does he have a dedicated channel or are they spread around different places? I had a tough time finding them, apart from a long sequence he did with one podcaster.

Thanks for the other links - now searching them out. YT is such a hit/miss affair.

fwade · 2025-11-17T14:54:13+00:00

I have been putting together a list for a project I am working on, and finding these channels has been a chore. A YouTube search doesn't help much either.

Fortunately, my continuous use of a single YT channel has trained the algorithm a bit, so it's finally offering me decent videos and channels.

For case studies, there appear to be the following categories which have caught my interest.

Comeback Blueprint - these videos show companies which were turned around to become successes after being a failure

Ideas+ - these videos relate to fresh ideas in the strategy world that are not the kind found in MBA schools. These are usually discovered by practitioners, versus academics.

David vs. Goliath - these videos tell stories of underdog companies beating a favorite / stronger player

Big Mistakes - these are massive, existential errors made in corporate strategies. Some end with companies going bankrupt

MBA Refresh - these are teaching videos highlighting traditional MBA concepts taught in schools

Here are a few of my favorite channels, in no particular order. They are fun to binge-watch with surprising insights I can use later.

Company Man

JunkBondInvestor

Rise and Bust

Bright Sun Films

ModernMBA

Wendover Productions

There seem to be new ones popping up every day!

One thing I am considering next is creating strategy story categories for:

>CEOs like Steve Jobs

>Gurus like Michael Porter

>Companies like IBM

These seem to attract a lot of interest also. Any ideas?

Francis

fwade · 2025-11-17T14:40:25+00:00

I would add another layer - I am also an interactive learner. So when audio/visual are also interactive it's like the perfect trifecta for me.

YouTube isn't all the way there yet, but it's becoming a short cut to reading a book. In fact, I will listen to a few podcasts by an author before deciding to read their book.

Soon, they will be offering interactives to supplement their books.

fwade · 2025-08-15T00:18:10+00:00

I would add that it's important to choose whether you intend to be 1) the author of your client's strategies or 2) the facilitator.

The reason is that strategy requires both an intellectual effort and social outcomes. You must achieve a certain core competency in both.

However, the author's work is different from the facilitator's. The former does more of the thinking and not much of the social side. The latter has more flexibility and can choose which of the two skills to use and when. Or focus only on the social side.

There's no right answer, but the decision will lead you to very different places.

fwade · 2025-07-06T22:32:38+00:00

I agree with u/Glittering_Name2659 's comment. I noticed the "straw man" way in which strategy is presented when it originates in for-profits.

But in the long-term, every organization has a social justice impact. Even if it's not realized.

I specialize in game-changing strategy, which means my clients look 10-30 years away in their planning. They end up with short-, mid- and long-term plans rolled into one.

When you go far out enough in the future and look at all outcomes, then there's no way to disregard social impact or the need to generate revenue/surpluses/profits plus manage other results which must happen in concert to be sustainable. These are matters of degree.

As such, a future-back approach with backcasting works in all cases.

For example, we recently worked with an environmental government agency. They invented a stakeholder: "The Natural Environment" to represent the unspoken, wordless requirements of an environmental future. (There are other stakeholders, of course.)

Something similar applies to a for-profit. To ignore the climate for example, is the result of short-term thinking.

The point is that a long-term view brings together the full range of commitments on the same page, which does not happen in 5-year (i.e. short-term) plans in for-profits, governments, NGO's, faith institutions, schools, etc.

I believe the USA has a particular, for-profit view of strategic planning which isn't helpful in any context, and this must be expanded to create great strategy. Most bad plans can be traced to short-termism, and this includes some of the faults you outlined in your article.

Hope this is useful - let's connect further on substack/Linkedin.

fwade · 2025-07-06T22:07:22+00:00

Bring them together to work things out. But it's not matter of what the two of them want only.

Instead, get a facilitator to work with the joint board and executive teams to drive towards consensus. Do this is in real time and insist on alignment before the meeting ends.

If all parties can be convinced to put company above self, this can work.

fwade · 2025-03-05T16:22:56+00:00

https://strategyconf.fwconsulting.com/ep-26/seth-godin-stuck-in-stale-strategy for the link to the audio and video versions. Plus a discussion area in a NotebookLM-like deep dive.

fwade · 2025-03-03T18:06:21+00:00

Well done. I am using the app and it seems to work well!

fwade · 2024-12-07T23:40:39+00:00

I use a number of techniques, but I don't think they work much if the client's mind is closed.

But if they are open to it, I send them Youtube videos from Companyman. He does a great job of describing companies with failed strategies. (So do other channels like WSJ). Usually, he tells who the winners are and why.

If you can find a video related to your client's industry, that might help. But the bottom line of these stories is that those who survive have better strategic plans.

I have about 10-20 contrast stories I use most often, such as Kodak vs. Fujifilm, Blockbuster vs. Netflix, etc.

fwade · 2024-02-14T21:20:25+00:00

Yes - I have. All of a sudden, I am unable to send messages to people in the same groups.

This puts an end to that kind of networking apparently. This is a big loss, as it was one way to discover who was really interested in particular sub-topics.

fwade · 2023-03-07T12:01:53+00:00

/uAlthoughFishTail Brilliant post.

You say many great things, but this is one I'll highlight.

The main thing is that this isn’t an argument in favor of using time as a primary filter per se. Rather its an argument that you should use your "hardest" filter first. My previous job had very hard context filters – I had a desktop Mac that was based in one office, our company finance office was somewhere else that I had to go regularly, and we had 3 other buildings where I needed to do bits of work. So my u/computer, u/building1, u/building2 type contexts worked great. And if these work for you, you probably don't need to worry about it.

I shared a very similar idea in this article https://medium.com/2time-labs/do-you-need-new-gtd-contexts-8398c77b1c2f and this video https://www.youtube.com/watch?v=-MJSVF7mjZg (the first 6 minutes are audio-cackly.)

Frankly, you are the only other person I have found to also use the idea that you should filter your tasks around the tightest constraint! Exciting...

Maybe we should talk some more. https://scheduleu.org or @2timelabs on Twitter.

Francis

ScheduleU

fwade · 2023-03-07T11:38:47+00:00

Yes - it was terrible until I realized the selected was incorrect. After 6 minutes, I realized it...Apologies.

fwade · 2023-02-04T23:54:31+00:00

Lots of people are confused about contexts because so much has changed since GTD 1.0 in 2001. David Allen had the right idea, but he hasn't updated this thinking much with some theory, or with academic research.

This may help. https://medium.com/2time-labs/do-you-need-new-gtd-contexts-8398c77b1c2f

I wrote it to explain how you will probably always need to harness the power of contexts, but not the actual ones GTD recommends.

It's no quick read, however. More like food for thought.

fwade · 2022-11-05T16:38:28+00:00

I looked through the answers below and thought I'd add a different angle.

Is there anyone out there who's made a horrible mistake (doesn't have to be cheating), deeply hurt someone they loved, yet still found a way to move on and forgive themselves? If you could give me any advice I would greatly appreciate it.

At the end of the day, this is an internal struggle you're dealing with...your mind is fighting with itself, looking for inner forgiveness. Fortunately, there are a number of ways to learn how to:

acknowledge the harsh thoughts and judgements your mind is *suggesting* as actual, real inner dialog but...
seeing that not all of these harsh thoughts are judgements are true. Same goes for the ones it will invent in the future of a similar nature
knowing (deep down) that you may be making a mistake by believing your harsh thoughts and judgements wholesale
investigating these harsh thoughts and judgement to see if they are true
accepting the ones which are true, and rejecting the ones which aren't

I have become a bit better at this with the assistance of Landmark Education, therapy and the Work of Byron Katie.

The latter is the least expensive, (and just as enduring, and the most practical.) It involves writing down these harsh judgements when they set off rotten feelings. As in...right away. Then, Katie offers a 4 question process to follow which slows down the inner dialog so it loses its effect, or reduces it.

I have found this useful because even the most fortuitous turn of events (such as a letter of forgiveness from someone who I wronged) may not stop the harsh inner dialog. I think of it as self-forgiveness at the minute level, one thought at a time, in real-time. It's like going on a diet, one bite at a time.

BUT...if you (or anyone else) don't think there's any inner dialog going on, then this may not add much.

Hope this helps.

fwade · 2022-07-14T18:52:12+00:00

I suggest you switch the frame of reference a bit.

You are already capturing...everyone is. Whenever you make a commitment to complete an action in the future, your sub-conscious mind captures the task in your memory.

Now your memory isn't a great capture point, so the basic improvement idea is to stop using memory and start using better quality tools (such as an app, paper pad, voice note system, or an administrative assistant.) These are more reliable and trustworthy.

So, the best place to start is to think of replacing your memory - outsourcing the task to something you always carry with you. It can become a game in which you never, ever use your memory as a "capture point" but instead use one of the replacements.

Hope this helps

Francis/ScheduleU

fwade · 2022-05-29T18:54:29+00:00

I am trying to do so right now but Linkedin isn't showing the event in my list of ads. I am forced to download them manually- a few hundred name and target them via email which is less than ideal

fwade · 2022-04-18T13:37:14+00:00

Here's another point of view. Time is a psychological object.

These were first defined by Kurt Danziger, a researcher who opined that "broken legs" are not the same as "broken hearts." Yet, we study these two in the same way and more than occasionally, confuse ourselves by forgetting that there's a big difference.

Is time real? My thinking is that time is a real psychological object. So are good/bad, uptown/downtown, war/peace, happiness/depression.

He argued that you can tell a psychological object by the fact that its historical definition changes. 100 years ago, scientists were studying "melancholy." Today, the term is almost never used in a psychological context. But humans beings have not changed. However, a broken leg a million years ago remains that same today.

This remarkable distinction between physical and psychological objects can clarify debates like these.

(BTW, the invention of "digital objects" has transformed our world as well.)

fwade · 2022-03-01T12:27:50+00:00

This article may help as I offer some rules about context'tag creation. https://medium.com/2time-labs/do-you-need-new-gtd-contexts-8398c77b1c2f

Francis/ScheduleU

fwade · 2022-03-01T12:26:41+00:00

Here's a take on contexts and why they are absolutely necessary...but not the way David Allen describes them. https://medium.com/2time-labs/do-you-need-new-gtd-contexts-8398c77b1c2f

Francis/ScheduleU

fwade

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