8 books in this topic

Strategy Books for Founders: Competition, Monopolies and Platforms

Strategy books help founders answer two questions that no amount of hustle can replace: where should we compete, and why would we win there? This shelf covers contrarian thinking from Peter Thiel, market creation from Blue Ocean Strategy, practical choice-making from Playing to Win and the economics of platforms.

Read them once you have early traction or before a big decision such as a pivot, a new market or a fundraise. Each book on this shelf gives you a different lens on the same decision.

The oldest book here is Blue Ocean Strategy (2005); the newest is Start. Scale. Exit. Repeat. (2023).

Blue Ocean Strategy

W. Chan Kim and Renée Mauborgne

Two INSEAD professors argue that the best growth comes from creating new demand instead of beating rivals on price. They give founders visual tools to redraw what a product offers and who it serves.

First published 2005

The Four

Scott Galloway

NYU professor Scott Galloway dissects four tech giants and the human instincts each one feeds. He lists the traits that let a company reach enormous scale and adds blunt career advice.

First published 2017

Modern Monopolies

Alex Moazed and Nicholas L. Johnson

Two people from the platform consultancy Applico explain why companies that connect buyers and sellers beat companies that make things. The book breaks down how platforms start, grow and fail.

First published 2016

Platform Revolution

Geoffrey G. Parker, Marshall W. Van Alstyne and Sangeet Paul Choudary

Three platform researchers explain why networked markets beat traditional pipeline businesses. They cover network effects, launch tactics, pricing, openness and rules for keeping a marketplace healthy.

First published 2016

Playing to Win

A.G. Lafley and Roger L. Martin

The former head of Procter & Gamble and a leading strategy professor show that strategy is a short set of linked choices. Their 5 questions turn vague ambitions into decisions a team can act on.

First published 2013

Reinventing the Organization

Arthur Yeung and Dave Ulrich

Two organisation experts study firms such as Alibaba, Tencent, Huawei, Amazon and Google to show how companies swap rigid hierarchy for small teams backed by shared platforms. They give leaders a framework for redesigning structure.

First published 2019

Start. Scale. Exit. Repeat.

Colin C. Campbell

A serial founder who built and sold several internet companies walks through the 4 stages of a venture. He checks people, money, story and systems at each stage and adds advice from dozens of other founders and experts.

First published 2023

Zero to One

Peter Thiel and Blake Masters

Thiel argues that real progress comes from building something new instead of copying what works. He makes the case for small, defensible monopolies and for founders who bet on truths others miss.

First published 2014

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