Strategy, markets, innovation

Current Notes

Independent writing and advisory notes

Jay Haynes

Writing on innovation, product strategy, markets, and the systems that shape how companies grow.

Selected writing

Recent essays

Brad responds to a question about addressable market. Does it matter? His conclusion: “Almost every market sizing presentation
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Brad responds to a question about addressable market. Does it matter? His conclusion: “Almost every market sizing presentation
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This is a fascinating study. It basically says your business plan doesn’t matter for fundraising.
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The WSJ has a good editorial about why venture capital could never pose systemic risk. And I agree, but what is really revealing about this conversation about regulation and risk,
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Should companies invest in innovation in today’s down market? It depends on what type of innovation. In this Forbes article, the authors note that DuPont continued to invest in R&D in the 1930s and discovered neoprene (synthetic rubber),
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Guy thinks there are four flaws. He is right that “it’s not easy to productize technology and start a company”.
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Sarah thinks startups should take more risk: “they are supposed to be doing something that is risky, seems insane and can easily fail. If they aren’t,
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