Learn Marketing in 80 Minutes — Lulu Cheng Meservey
By David Perell
Summary
## Key takeaways - **Go Direct: Bypass Middlemen for Authentic Connection**: The old PR playbook is dead; founders must now 'go direct' to speak to their audience without intermediaries, revealing their true personality and motivations to build trust in a decentralized information environment. [00:07], [01:22] - **Authenticity Over Perfection in Communication**: Suboptimal writing with personality, intent, and conviction is more effective than textbook-correct, polished communication that loses its soul. Embrace imperfections to feel more human and relatable. [05:01], [06:02] - **The Ship-to-Yap Ratio: Balance Action with Talk**: Founders must maintain a healthy 'ship to yap' ratio; excessive talking without substantive action is a red flag, even if the founder is vocal. Companies need to demonstrate consistent delivery alongside communication. [10:06], [10:41] - **Message, Medium, Messenger: The Core Comms Strategy**: A successful communications strategy hinges on getting the message right first, then choosing the appropriate medium to deliver it, and finally ensuring the right messenger with authority conveys it effectively. [15:20], [17:59] - **Leverage Cultural Zeitgeist for Resonance**: Instead of forcing new obsessions, tap into existing 'cultural erogenous zones'—topics people are already thinking about—and shape your message to fit where their attention already is. [21:41], [26:00] - **Stand for Something, But Gerrymander Your Line**: Companies should be opinionated and take risks, but draw lines in the sand that align with their core audience and values, avoiding unnecessary division within their base. [58:41], [01:00:07]
Topics Covered
- The Power of 'Go Direct': Connecting with Your Audience Authentically
- Decentralized Opinions: Why Direct Communication is Key
- Embracing Imperfection: Why 'Perfect' is Outdated in Content
- The Physics of Attention: Pressure, Force, and Area
- One Thing or Zero Things: The Choice in Communication
Full Transcript
The old communications playbook, it's
dead. Political and company narratives,
they used to be controlled by publicists
and journalists. But now things are
different. Founders and politicians,
they can go direct. So the question is
how? Like how do you spread a message in
this new world? Well, Lulu Changeng
Murervi, she's worked with companies
like Substack and Ander and Activision
Blizzard, and this is her tell- all
about how to build your own audience,
how to create your own content, and how
to shape your own narrative. Let's
rock. What I want to do is basically
treat this conversation like a giant
onboarding session that you would have
and we're going to take all your
knowledge about PR and communications
and we're just going to bring it into
one conversation. And the thing I want
to start with is two words. Go direct.
What does that mean? Why is it
important? I'll tell you what it does
not mean. It does not mean do every
single thing yourself in perpetuity. The
same way that being a technical founder
doesn't mean write every line of code
forever or being a product focused
founder means doing every single aspect
of product for the rest of your life. Um
it also doesn't mean alienating the
press and boycotting media and refusing
to talk to them and just like only
tweeting. The crux of what it means is
for the founder and the originator of
the project. So usually the founder of
the company to speak directly to the
audience without middlemen, without
screens, without filtering it through
all this kind of PR corpo talk and
actually revealing their true
personality and their true motivations.
You can do other things too. You can
also sometimes talk through the press
and you can have people helping you. But
if you are absent and you are not ever
speaking directly to the audience, then
in this environment, people don't know
whether to trust you. They don't know
what you stand for. Why would they be
excited to go work for you? And
everything about your company is just
flatter. Go direct, I assume, doesn't
just mean posting on Twitter, right?
Like it's got to mean something more
than that. So
what what's the difference there? So
okay, people think about posting on
Twitter. That can be part of it. um or
just posting on any social media
platforms. Um part of it is if you're
releasing a blog post, you have to have
input in the post, it has to be your
ideas. It can't be a post that's
completely detached from you that if you
didn't exist, that exact same post could
have gone out, right? So sometimes I see
companies just release things that have
no voice or vision of the founder in
there. Just random collection of generic
people could have cobbled together some
words, run it through Chat GPT, and then
hit publish. And that's what it sounds
like. Or going direct with events is you
are hosting the events. I know some
founders who will host dinners at their
house. Uh if you are going direct to
government and regulators, you are not
just handing it off to lobbyists and say
making it make it happen. But you need
to own your own relationships, form your
own relationships. You want to be on a
texting basis with these people as
opposed to hoping that the lobbyist will
deliver the message effectively and
faithfully every single time. So no
matter what you're doing that's
representing your company to the outside
world or to the inside world like to
your own employees some of it has to
come from you. The crux of it has to
come directly from you speaking in the
first person. And I think it has to be
the founder because the founder is the
only person in this world that can talk
about the vision in the first person. So
wasn't that always true though? Like
what changed about the world to make
this so important? The biggest thing
that changed is that opinions became
decentralized. We no longer have these
curators of information. The six TV
channels and then the 12 TV channels and
then the 15 news outlets. Now
information can come from a random
anonymous account from some random
corner of the internet become a meme and
then spread with more ferocity and
momentum and speed than if it had come
from CNN. Actually, probably now that
the sources of memes and opinions and
perceptions are so decentralized, you
have to go out and directly speak to
your public as opposed to going to the
centralized sources and thinking that
people are just going to get all of
their opinions from the same places.
Yeah. The other thing about going direct
is there's an energy, there's a
fortitude, like there's a certain
vibration in the kind of writing that
you get with going direct. like you can
actually feel like the heart and soul.
It like burns. There's like a fire in
it. Whereas a lot of the kind of more
corporate speak is very watered down and
diluted. It's very careful and polished
to the point where it loses its soul.
Yeah. If the writing is bad, it's better
for it to be bad and honest, right?
Like, do you ever feel like when you're
having a conversation with someone and
you're laying yourself bare and the
person isn't articulating themselves
well or you're not articulating yourself
well, but you're trying and the emotion
is coming through and the intention is
coming through and the person is left
with the feeling of something as opposed
to if you were to try to have it over
text message with the perfect words.
It's just completely different feeling.
And I would rather see writing that is
suboptimal, that has personality, that
has intent and has conviction than
writing that is like textbook correct.
You know the Orwell uh rule for writing
that's like better to break all the
rules than to do something barbaric.
Better also to break all the rules than
to release something that is dead and
boring and stale and stiff because that
is just not going to break through.
Well, it's funny because I was a
broadcasting major in college and I was
trained in doing that and over the past
few years I've had to unlearn so many of
the ways that I was trained cuz you'd
always get feedback and the word that I
was being trained for on camera was
perfect. And now perfect is not what
people want at all. I think now people
want to feel like the delta between who
you actually are when you're at the bar
with your friends and who you are on
camera is is is basically zilts or zero.
And it speaks to a deep and fundamental
change that's happened because of the
internet that applies not just to
speaking but also to writing. Yeah. So
think about three things here. One is uh
when Michelle Obama would give speeches
or actually when Barack Obama would give
speeches, there would be this
uh uh like do you actually think that
they are coming up with the words on the
spot? Like no, this is a speech that
they've rehearsed many times. They know
it. There's a teleprompter. They know
exactly what the next word is going to
be. But actually inserting
these little filler words and vocal
ticks that most people try to get rid of
makes it feel like it's more off the
cuff and more natural. Even when you
literally see the teleprompter and it's
right there, hearing the um makes it
feel like they're just speaking from the
heart on the spot. Second thing is with
Tik Toks, a lot of Tik Toks will be in
the car. Hey, I was driving today and I
had this thought. Yeah. So, the person
is looking into the camera and they're
also like getting ready in the morning
as if this is just a natural part of
their day. And they're not talking about
here's how I do my hair. They're talking
about something totally unrelated, but
it just feels like you just caught them
in this unguarded moment. And the thing
in the car is like you there are more
Tik Toks of people in the car than in
probably any other setting. It's like,
yeah, I was just heading home from work.
And then the third thing is when you see
people press I'll pretend this is the
camera when the video starts and they've
just like pushed the button and their
arm is in this there's no reason for
that arm to be in the shot of them
pushing the button because you know they
edited the video and you know they put
all these filters on it but they leave
the button press in because it made it
feel so spontaneous. And so people are
even engineering these moments of
spontaneity because they are so
effective for having the viewer. Crazy
is that what you just said engineering
moments of spontaneity. Like if that
doesn't speak to how our cultures
changed, I don't know what does. Yeah.
Because my college experience was
deliberately removing any spontaneity.
It was all planned. It was all written
out and it was all polished. Like, hey,
don't be saying ums like that. And now
we're engineering spontaneity. You're
talking about the Obamas. They're
actually inserting that humanity back
into the piece. It's like
inauthentically trying to be authentic.
Yeah. And some people are not good at it
and some people you can tell. So, the
best thing is obviously just to actually
try to be yourself, but how do you do
that? You see a lot of Congress people
now doing the vertical video Tik Tok
style with the mini mic that they hold
in their hand looking like a 21-year-old
creator from two years ago cuz DC is a
little bit slow to catch on. But you see
you see Congress people now making all
these Tik Tok style videos to try to
appeal to younger voters. I mean, look
at Elon. Elon's presentation style
versus Steve Jobs.
Yeah, people ask about Elon with go
direct all the time actually. Like, uh,
look at Elon. So many missteps. There's
all these times when he puts his foot in
his mouth or it causes trouble for the
company and he has to walk it back.
Um maybe but even if you even if you
agree that there are tweets that
shouldn't have happened or things that
shouldn't have said if you look at the
entirety of the picture of the size of
the platform that he has and the amount
of leverage that he has against people
who are hostile to him who are trying to
spread information against him and his
ability to do his own factchecking
weighed against the relatively small
number of mistakes it took to build to
that. Anyone would take that deal. When
you're advising founders to go direct,
how do you think about working with them
and the time that they spend? And here's
why I ask. Going direct, a founder who's
vocal, who's visible, who's clearly
putting their heart and soul on the line
for the sake of the mission and the
company I love. And at the same time,
there's no sure signal for me for a
company than a founder who spends all
day on Twitter. So, how do you think of
the juxtaposition between those two
things? Yes, there has to be a ship to
yap ratio.
Okay, you h you have to look at the
shipyap ratio and for someone like Elon,
he tweets like a 100 times an hour, but
no one thinks that the companies are
being neglected like the companies are
shipping and the companies overall have
just experienced insane growth. Palmer
tweets a lot, but then you see Andre
just like ship ship ship ship ship. And
then there are some um founders where
nothing substantive seems to be coming
out of the company other than words. And
that's where you get this meme of
they're shipping blogs, they're shipping
tweets, but where's the product? And
meanwhile, the founder is just like
tweet tweet tweet. And so um if the
ratio is off, it's it's a huge red flag.
I love that. The ship to yap ratio. So
what should we learn from Palmer? You
know, in the threebody problem,
especially in the dark forest in the
second book, where the tricolerans uh
look at humans and determine which
humans, which wallfacers have what level
of deterrence. And there's one guy who
has very high deterrence because they
just observe his behavior. And he's like
borderline crazy, but everything that he
threatens to do, he will do. And if he
threatens to push the button that is
going to ensure the tricolar and alien
colony uh alien races annihilation, it's
like 90s something% that he'll do it.
And then there's another person whose uh
deterrent effect is actually quite low.
All of this is a buildup to say that
Palmer has like one of the top deterrent
scores of any human and he needs it by
the way because there are a lot of
people who come after him. But he is
somebody that if he decides that he's
going to get this thing done or if he
decides he's going to hold a grudge, he
will hold it to the ends of the earth,
he will pursue it to the ends of the
earth. Whether it is um something he
wants to achieve or whether it's a
person that he's going to get back at
like whatever it is like once he's
decided he is locked and he's going to
get it done. It's almost like um the
movie Old Boy where it takes I'll spoil
it a little bit. Sorry, you're not going
to watch it. So good. It's a revenge arc
that takes like decades. um someone gets
wronged as a child and they spend
decades planning their eventual revenge.
Palmer is one of these people where like
eventually he will get there and I think
for for founders there there is a lot of
utility in people knowing that if you
say it's going to happen it will happen
whether they agree with it or not. The
other thing that I've taken from from
Andreal is being very explicit not just
about who you want to work with you but
also who you don't want to work with
you. And there's a certain comfort in
just turning people off. Basically an FU
mentality for saying, "I don't care.
You're not part of our mission. This is
what I believe. Either get on the bus or
get the heck out of here. I don't want
to talk to you." And that sort of
conviction, that sort of sharp sword of
a of a strategy I really see with
Palmer. I really see with with Substack
when you were there, too. Yeah. And it's
all the way down, by the way. So the guy
who ran that campaign, Jeff Miller, he
took this concept and just and and
actually way more work goes into
something like that than people
understand. This was the don't work at
Anderal campaign. It was a video, but
then there was a comms campaign led by
their head of comms, Shannon. They have
this head of design, Jen, who is
incredibly talented. So it's just like S
tier people in every role coordinating
on a massive campaign over a long period
of time. A lot of startups would have
cranked out a video like this in a few
days and just hit press and it would
have gotten attention for a few hours
and then that's it. These guys spent
months and months just like honing this,
not just the video, but a website and a
recruiting drive. And then once the
recruits go to the website, what happens
with them and how do they go into the
funnel? Cuz the thing that people don't
understand about attention or don't do
with attention is turn it into
something. They get the attention, it
feels good, it dissipates, it was an
eancent moment. Remember yesterday when
we went viral like high five, that felt
great. People move on. But the people
who really know what to do with
attention turn it into something. They
turn it into recruits and hires. They
turn it into money. They turn into
sales, turn into investor interest. And
in that case, there was a clear
strategic decision to turn that into
recruiting inbound. And that's what
happened.
It seems to me like part of the way the
internet's changing is there's more
viral moments that are sort of one time
and your biggest pieces of content can
be so much bigger, but the consistency
that used to be part and parcel of the
internet just isn't as big of a thing
anymore. So, it used to be like when I
was teaching writing and I started off
the whole strategy is publish
consistently, send an email newsletter
every single week and just like stay on
the same beat. But now it's not really
like that. Now, you can kind of go
silent for a while and then you just
come out with a bang. And what I'm
hearing from you there is like, yes, you
can create that bang. Yes, you can get a
lot of attention, but you need a good
strategy for how to harvest that
attention and send that attention
somewhere that actually helps you. It's
a little bit like turning potential
energy into kinetic energy. Like, if you
convert it to something that you can
actually use, um, otherwise it just
becomes feelgood ego trip. Like if
you're getting attention just for the
sake of attention, it's kind of this
empty cycle and then you're on the rat
race and then your dopamine goes away
and you need another dopamine hit. But
what do you actually turn it into that's
of substance? So let's get practical
here. Tell me about the medium, the
message and the messenger. So this is I
learned recently. So, Doresh has this
great series with Sarah Payne, the
historian, and and uh she talked about
Mao's propaganda strategy, and somehow I
never knew that this was the strategy
that Mao had for propaganda, like
literally the message, the medium, the
messenger, I think it was almost exactly
the same. So, so if we're if we're
onboarding you and um we're going to lay
out your comm strategy, the first thing
to talk about is what do you actually
want to achieve for your business? What
does this turn into? that is not just
ego points for you and something to hang
on your mom's fridge. Like how does this
actually help the business? Because
otherwise it just becomes a sugar high
for the founder to go off pursuing
dopamine while everybody else is left to
like build enterprise value by
themselves. So first is what are you
trying to accomplish for the business?
Are you trying to recruit and get the
best hires which for most companies I
would suggest making that the priority
because the war for talent is what's
going to determine your success as a
company. So getting the best hires is is
mission critical, but maybe it's you're
gearing up for a fundra, maybe it's you
need to convince regulators to let you
cook. Um maybe it is sales. You want to
close some enterprise clients or
something. So what is it that actually
matters for the business? Once you've
established that, then there are things
that are in your direct control and
things that are outside of your direct
control that you need other people to do
for you. So let's say that
um your goal is recruiting. The things
in your direct control are whether you
offer a competitive salary, whether you
make it a good place to work, etc. But
outside of your control is whether
people know you exist, whether they want
to work here, whether they'll eventually
accept your job offer even if they could
get more money somewhere else. and you
want them to make the decision to yes,
come to your company, join a company. In
order for them to make that decision,
they have to hold certain beliefs and
have certain information that triggers
their decision-making heristic to go do
the thing that you're hoping they'll do.
So, the entire job of a comm strategy,
the entire job is to make those people
believe those things that are going to
make them make those decisions. and the
way you make people believe things. This
is actually unsurprising that it's so
similar to propaganda because it's all
about how to make certain people believe
certain things, right? And that takes us
to the message, the medium, and the
messenger.
So, the message is the highest leverage
thing to get right. A lot of founders
and companies will spend a lot of time
trying to get on a podcast or trying to
get a press hit or formatting a tweet or
making a video or something. But if the
message isn't good, you've just wasted
all of that effort. It's like you have
planned your route on selling
encyclopedias and you don't realize that
these are not good encyclopedias or
people don't want them. Right? It's like
finding product market fit with a
message where the message is the
product. You have to have a good
product. One of the things I've noticed
about Peter Teal and a lot of other
founders is that they spend a lot of
time hosting dinners and they're
constantly working through their
messaging and you can just feel it as
they're working through it. They're
paying attention to what other people
are saying and it's the exact same way
that comedians develop jokes. They're
sitting there, they're talking, they're
getting feedback. And I'm amazed at how
often it is that even the best founder I
know in Austin, I can basically complete
probably 80% of his sentences because we
spend so much time together. But I've
noticed from knowing him three or four
years, the message is dialed in. The
message is dialed in. And it's all down
to certain words. Certain words. You
just got to get that right. And then
once you find it, off to the races. A
lot of the message doesn't have to be um
totally novel or groundbreaking. It just
has to be taking the thing that people
wish they could articulate themselves
and it's been brewing and it's been
sitting there and they want to get it
out and then you give them the words and
they'll latch on to those words and the
words become their release. So founder
mode is is an example of this and it
went viral so quickly for a bunch of
reasons. But one is just giving this
feeling that founders have a name and
calling it founder mode and giving them
permission to feel it and saying that
this is something inherent and endemic
to the path that you have chosen in life
and there's not something wrong with
you. Cuz the thesis around founder mode
is you're doing these things that other
people find annoying or weird or wrong
but you are being gaslit. People call it
micromanaging, but it's actually just
managing. People say you're overdoing
it. You're actually just doing it. And
that with the name founder mode gave so
many founders a feeling of like
catharsis of it's legitimate and it has
a name and there's a way to talk about
it. Um, and so the message doesn't have
to be something that people have never
heard of before. In fact, it shouldn't
be completely unfamiliar. It should have
familiarity, but you're giving it shape.
Yeah. You're giving it shape and you're
giving it a name and a form and maybe
there's a novel way to describe it so
that people can latch on to something
with with at least a kernel of what of
what they already feel. I mean, look at
go direct, right? What that is is yeah,
you know, it seems like founders are
sort of changing their approach. We're
sort of in a new media paradigm. And
you're like, go direct. The old PR
playbook is dead, right? You're just
super concise saying exactly what's
happening right now and you're giving it
shape and now there's language and then
that becomes the message. Yeah. And you
know who gets credit for that is Brian
Armstrong because GoDirect had been used
here and there and Bology had talked
about it or Brian had talked about it
like people had described it as um just
a thing that you do. But when when I was
starting Rostra and thinking about how
to describe this I was I was thinking
about should we try to coin a new term?
should we come up with a new kind of
founder mode and make fetch happen and
Brian's advice was like just just use
going direct you know it already exists
just reshape it in your image or you
know attach your ideas to the term and
then just use the term you don't need a
new term nice so we have the message
yeah message first then medium then
messengers the medium is how your
message gets delivered to the recipient
I talk a lot about
um intellectual erogynous zones or
cultural erogynous zones. And these are
the the hot button issues or topics that
people are already thinking about and
interested in and obsessed with. And
rather than trying to get them to have a
new obsession or a new interest, just
know where their interests already are
and take your message and shape it in a
way that it can be received by someone
with those interests. So what I mean is
this. If you're a founder and you're
trying to recruit um and you have a
company, well, let's make make up a
company. Let's just come up with one. Um
I want to actually just get to this
later and I'm just going to do it now.
So, I'm thinking of doing a spin-off of
the show, which is just about the
intersection of writing and AI, which
maybe we can use as an example here. And
the reason why I'm thinking about that
is there's already interest there and I
am just trying to You're doing it.
You're doing the thing. Think about
something there. So that's what I was
thinking about as you were saying that.
I was like, how do I apply this to
something I'm already thinking about?
Yeah. Okay. Can we just pull that up and
start working through it? That'd be
great. Free consulting. Here we go. So
let's let's say that you are super
interested in writing and you're the
writing guy and people are thinking
about AI quite a lot and they're
thinking about how do I use AI for
write? One of the top questions I get is
like should I use AI for writing and how
and what's it good for and that is the
equivalent of their cultural erogynous
zone. That's the thing that they're
thinking about and they want to talk
about and how do you bring it back to
writing and let me add a few things. So
the first thing is people are freaking
out about this and the second thing
is we have just witnessed over the last
18 months and this would be my message.
We have just witnessed the fastest
change in written communication in human
history. So, we've just written that.
Now, you might be scared. This major
thing is happening. So, that's sort of
the premise of where I'm at. And now I'm
like, "All right, how do we finish off
this strategy?" So, the message already
is something that is pretty resonant
with people. Um, the the hook there is
you're thinking about AI and you're
wondering how to use it in your life.
Writing is one of the most important
things that you do in any context. And
so, let's talk about how you use AI for
writing. I'm I'm making some of this.
this great up. If you want them to
actually get that idea, there's two
parts here. One is it has to attach to a
receptor. Like it has to be something
they're already thinking about. So,
we've just addressed that. Two is it has
to be it has to show up in the places
where they actually get their
information. So for example, a lot of
founders in tech are trying to recruit
and they want machine learning engineers
and they want technical talent and they
uh try to get on the New York Times or
Joe Rogan because everybody is these are
just really big audiences. Whereas if
you showed up on Doresh's podcast on
Doresh's podcast which is actually I
think harder to get onto than Joe
Rogan's podcast honestly but that's the
right audience. I was going to say if
you showed up in like a Scott Alexander
post um you would or a Tyler Cowan post
or a podcast or if you somehow showed up
in a Goran post or like uh in hacker
news like this this would be um probably
a smaller number of people but it would
be a higher number of the right people,
right? So number one is is the message
being shaped um in a way and has such a
hook that people will actually want to
pay attention and hear the rest of it
and number two is the message showing up
in a place where people actually get
their information. And so that's the
medium. Yeah. An example of this that
came to mind is in the early days of
Stripe they made a very deliberate
decision to go after developers on
hacker
news. Super specific. Yeah. Exactly.
Yeah. Sometimes I describe it as you
want to get your message across, but not
everybody is wanting to hear your
message. They're not waiting around, you
know, I wonder what the latest podcast
on writing an AI is going to be or what
they're thinking about other stuff. And
so, think of the message that you want
to deliver as almost the medicine that
you want people to have. You have to
give it a candy coating in order for
people to want to take that medicine.
And so the color of the candy coating
and the flavor of the candy coating, you
get to choose that to wrap the medicine
in so that people will be interested in
taking it and the people who take to it
will want to hear more. And that's your
way in. But you need some way in that is
not just here's some abrupt transition
to my thing. Do you want to hear about
that? Because the answer is usually no.
Tell me more about this candy coating
thing. I like that. Several years ago,
someone um who owns a dog told me about
this analogy of like when you're trying
to give a pill to a dog, you can't just
give the dog medicine. You have to put
it in a piece of cheese. Apparently,
some people put it in peanut butter. And
I was thinking it's really the same with
human beings, too. Like, we don't always
want to hear the thing that we need to
be listening to or we don't always want
to do the thing that's best for us. But
if
there's some hook or some incentive like
a gateway drug for us to get interested,
we might actually stay interested. So
tell me about your six sense for the
cultural erogynous stones. Like is that
just from like reading Twitter and
having conversations with people and
just like getting this sense for like
what is in the zeitgeist right now that
isn't being named or what are you doing
to pick up on what's going on there? So
one factor is um who's talking about it.
Not just are people talking about it or
how many people but like who's talking
about it and what zone of status do
those people occupy and which uh
intellectual family tree do they belong
to? Like people are in pockets, you
know, and the pockets overlap, but if
you can saturate one pocket, then you're
probably in the group chat and you're
being discussed, but that doesn't mean
that you're necessarily in another
pocket. So, um, who are the people uh
that are talking about this? What is the
veilance of their feel like? What do
they think of it? Um, do they like it?
How passionately do they like it? Do
they hate it? And and why do they do
they hate it because they're resentful?
Do they hate it because it disgusts
them? So like resentment and jealousy is
okay. Cringe and embarrassment not okay.
But the resentment and jealousy hate
will show up very publicly and loudly.
Whereas the cringe and embarrassment
hate is usually very quiet. So do you
ever see someone post something that is
actually really cringy and bad and all
the comments are like, "You crushed it.
Congratulations. This is amazing."
Right? And you're just like, is nobody
going to say that the emperor has no
clothes? And no, because when we're
embarrassed for someone, we actually
don't. When we hate it, we'll say, and
that actually is fine, but the worst
kind of bad when like everyone's
embarrassed for you, you actually won't
see it. And you sort of have to look in
the internet spaces of who's not
commenting or like, "Oh, wait a second.
These people who usually support me are
like less vocal right now." You kind of
have to read the what's not in the room.
Um, so there's the there's the who,
there's the what do they think, there's
the how strongly, and then there's the
trajectory. So, we talked about founder
mode before, and the term founder mode
went from cool to cringe in I think
under 36 hours. Like it I've never seen
something blow up so fast, burned fast
and bright and then like not I don't
mean fizzled like the term went away,
but it just wasn't cool anymore. Like
now people use it ironically. I was
talking to somebody about like deals
sent a spy inside Ripling and then the
spy got caught and so he locked himself
in the bathroom and then evaded law
authority was like founder mode you know
you don't actually use it in a real
setting now anymore I never hear it used
earnestly so just like what's the
trajectory how quickly is it burning out
do you want is it like a slow sustained
burn or is it like a fizzle and sizzle
sizzle and fizzle wait so when you're
actually beginning to work on the idea
Is this just like boom, we're just going
to get going here? It seems like then a
huge part of your job is just really
being in sympa with the zeitgeist.
There's two ways to do it. One is you
watch the zeitgeist really closely. You
see the direction it's headed. It's a
little bit like trying to predict the
stock market. You can make an informed
prediction on where stocks are going to
head and sometimes you'll be right. Some
people are just better at timing it than
others right?
Um, and so this is like timing the
market. You form a thesis on what's
going to happen and and you always want
to play to where it's going, not where
it is today. So where it's going is
here, where we are today is here. So if
we say something along this
trajectory, we will be early, but not so
early as to be irrelevant. So let's take
a lot of time to prepare and double
down. and here's the thing that people
are thinking and not saying and we're
going to commit that arbitrage and we're
going to get here and own this so that
by the time everybody catches up we own
it. That is one way to like high
conviction, double down, high
preparation
um claim a piece of intellectual
territory. The other way is you're not
timing the market and you're just like
dollar cost averaging in and you are
just putting things out constantly and a
lot of them don't hit and that's okay.
You didn't put that much effort but when
things do hit you see the direction
you're going you're taking the feedback
and you're refining and you're refining.
So this is like when people say that
Steve Jobs didn't just come out with the
iPhone springing from his forehead like
Athena. like there were so many
iterations and we forget about the
iterations because the final like banger
is what we remember. And this is the
same with the second type of approach
which is you actually do a ton of
iterations and the things that don't get
traction like by definition people
haven't seen them and people haven't
engaged and they're forgettable and by
definition the things that hit are the
things that get a lot of traction and
people see them and people remember. So
it's lower risk than people think. You
know, it feels risky because you feel
like, oh, my post that flopped,
everybody saw that it flopped. Like, by
definition, nobody saw. Yeah. Yeah. The
question that I just sort of the
rhetorical question to really think on
is what is the thing in your field that
everyone's thinking but nobody's saying.
And it doesn't need to be a
controversial thing. It can be something
like go direct. It is just about putting
shape, putting form to a kind of energy
that doesn't have a place to go. It's
sort of fluid and you make it a solid.
The debate over Go Direct Mhm. is like
shadow boxing. It's tilting at
windmills. Go Direct has happened,
right? Uh it is here. It has arrived.
It's not evenly distributed, but it's
already happened. And so to try to
debate it is a little bit like we can
debate the moon landing. Well, I like
that. It's um William Gibson has a quote
where he says the future's here is just
not evenly distributed yet. And that's
another way to sort of look for this is
try to say what are the little pockets
of truth where something is happening
that other people aren't seeing. So
where I'm going to put my neck out on
the line in terms of my career over the
next few years is like the writing is on
the wall. We're about to just get a huge
change in communication. And you just
see all these writers who are scared of
AI and they're like I'm scared of that.
I don't want to go close to it.
Actually, no, it's not that good. I've
used I used GPT4 one time and um it's
cope. It was, you know, it was it it you
know, it wasn't very good. And I'm like,
you didn't try to use it well. You're
not using the latest models. And that
for me is a place where I'm talking to
my friends who are fiction writers and
non-fiction writers and they're using it
here, here, here, here, here. And then
I'm talking to all these people who are
less committed writers or very scared.
And I'm like, hold on, the future is
already here. I'm seeing it. I'm using
it every single day. It's not evenly
distributed yet. And that gets me back
to why I'm thinking of doing a spin-off
of how I write because it's like you
should call it the writing on the wall.
That Yeah, I Yeah, I really like that.
That's a great That's a great idea. What
were you going to call it? Not that. All
right. Yeah, writing on the wall. I like
that. Yeah. I mean, the writing's on the
wall. Yeah. There's no there's no
there's no point in in um indulging in
cope. it it might feel better to tell
yourself that AI can't replace me and it
can replace maybe other people but not
me, right? Or um going direct is not
really a thing like I'm as relevant as
ever, you know, depending on who you
are. But no, it's it's happening. It's
like you're not deciding that AI is
going to become a great it just is. It's
a fact. I'm not deciding um that go
direct is a thing that should happen. I
mean, I think it should happen, but it
already just like is happening. There's
a secular change, and we're not going to
reverse it. So, my um hot take on
something that is happening in in
communication, I think relevant to
writing, too, is going direct has
already just happened. Like, even I'm
not focused on that anymore as like a
new thing. It's just already it's it's
part of the playbook. And if you want to
be one of the people who doesn't realize
the Vietnam War is over because you've
been living in the jungle, like that's
fine. There are people who still want to
litigate the moon landing. Like that's
fine. Whatever makes you happy. I'm more
thinking about what is um what is the
next thing it one of the next things is
that humans need to figure out how to
stand out in a world of AI
content. And there are things that AI
actually can't do. And one thing is feel
emotions. It can simulate emotion, but
um it can't actually feel emotion. And
emotion comes through in ways that are
maybe surprising and not logical.
Emotions make us write things that are
actually not grammatical and not sublime
and not beautiful and and they break a
lot of writing rules. So like I've taken
manifestos that I've worked on um with
founders and with other people and for
things like that the recommendations
actually make it worse because it makes
the writing better at the expense of the
emotion and the conviction and sometimes
you don't want to make that trade-off
and sometimes you do and I think these
models are great but today sometimes it
actually takes away some of the
wrongness that is the point and the
other thing that emotion produces
conviction and AI cannot have conviction
to have conviction when the world is
telling you that you're wrong when even
the models are telling you that you're
wrong and you're like screw it this is
what I believe that is what makes a
piece of writing sharp so it can pierce
through the culture yeah like imagine
running James Joyce through chat GBT and
asking it to clean up the writing I mean
it would it would break right um imagine
EE Cummings you know just running that
through there are things that um AI at
least at this point can't emulate and I
think people need to lean into that. So
emotion is one, speaking from experience
is one, empathy is one. The other thing
is there's an interesting psychological
effect where things resonate with us or
we resonate with them more if we relate
to the speaker. So for example, with
children's shows, sometimes children's
TV shows will try to instruct children
in life lessons. and here's Daniel Tiger
and he learns to share, but it actually
doesn't stick as well as uh we'd like
because in the kids' minds, okay, he's
going to share, but he's a tiger and I'm
a boy, so maybe tigers have to share,
maybe boys don't. Like, for some reason,
it just doesn't break through. Same with
Blueie. Bluey has some great lessons,
but still there's like Blueie is a dog,
I am a kid, and maybe Blue is a girl and
I'm a boy. And if you show a boy a video
of a kid, the lesson will stick better.
And if you show a boy a video of a boy,
it'll stick even better. And if you show
them a boy who's their age, it's even
better. And so where I'm coming to with
this is if I am reading about a human
experience from a human and I know it's
a human somehow, it'll actually stick
with me and sink in in a way that just a
beautiful piece of writing from a
different provenence wouldn't. I don't
want to let you go on writing from
experience that there's a lot there.
What makes that so such a good thing to
do in your writing? It gives you a
monopoly over something. It makes you
the number one expert in the world on
something really small and specific. So
you know how Peter Teal says uh
competition is for losers. And that goes
for writing and for speaking and if you
are saying something that a lot of other
people could be saying, there's no
reason why people should um buy that
message from you. They're buying with
their attention and you're selling a
story or a message. There's no reason
why they should buy that from you. Um
whereas if you can find something where
you have a complete
monopoly then maybe the overall audience
is smaller and the denominator is
smaller but 100% of those people who are
interested in that thing have to come to
you. And so speaking from experience is
super powerful because it's very rare
that someone else has had the exact
experience as you and the same reactions
and the same take and is is recounting
it in the same voice. And so when you
talk about something from your personal
experience, you are creating a monopoly.
Whereas if you are weighing in with an
opinion on something, there might be
millions of other people with the same
opinion. Yeah. It also leads to so much
credibility. They've done I saw a study
one time of what gets popular on hacker
news. And one of the most common
formulas is basically goes like this. I
spend 487 hours learning to do this and
this is what I discovered. People know
that if you're paying with your time,
you're just going to know things that
other people don't know. And to the
extent that that's true, there's a level
of built-in credibility. Well, the the
one thing there is it's become a form of
content mill like engagement farming
slop that I super hate because once
these formats go viral, there are people
who want engagement just for the sake of
engagement. And it disgusts me on a
really viscerable level. Like I feel
exploited and taken advantage of and I
feel like they're like farming my
engagement, which they actually are. I
feel like they're treating us like the
people in the pods in the matrix just
like sucking engagement out of us so
that they can get the X payout or
something. It like disgusts me so much.
And what happens is like these templates
go viral and then people write templates
about how to do the templates and then
people emulate the templates and there's
nothing worse. And those templates the
um whatever I spent 100 hours learning
this so that you don't have to. Here's
seven hacks with chat GBT.
I can't even
like I need mouthwash for saying these
words out loud. Like that's how much
this format disgusts me. And when you
see it, that's when you see in the
comments everyone being like, "Great
thread. Thank you. I learned so much."
And I think 90% of those people are
bots. But that's when you see nobody's
telling them that this sucks. Let's
close the loop. So we talked about the
message, the medium. Now talk to about
the messenger. The messenger is the
person who has authority to say the
thing, right? Like words in a vacuum
don't mean a lot, but we just talked
about why it's so powerful to speak from
experience. The messenger is someone
speaking from experience and placing
their authority and their credibility to
give weight to that message. And
different messages require different
messengers. So if your message is here's
what we plan to do in the world and
here's our vision, it's pretty clear and
obvious that the founder should be the
messenger for that because they are the
only person alive who can say it in the
first person
and deliver and and carry through. Um,
if the message is this is a great place
to work and you'll have really good
bosses, then for the boss to say that is
actually incredibly either
counterproductive or it's just it just
doesn't hit the same to have the boss
say come work here because the boss is
great. Whereas
even the like lowest ranking person in
that company would have more moral
authority to say the boss is great than
the boss. Do you ever see uh profiles of
some big CEO and it's like the janitor
or the security guard saying this CEO
always took the time of day to greet me
and ask about my children. Like it's
actually so much better coming from that
person than for the CEO to say well you
know I'm the kind of boss that I say
every hi to everybody in the company.
Right. We're like yeah right. Yeah.
Write a thread about it. Yeah. and uh a
message like the size of the market and
this company's going to make so much
money like it would make total sense for
your investors to talk about that uh or
it makes total sense for some
commentator to talk about that. Whereas
if it's you talking about how huge the
market is and how much money you're
going to make, it's almost a little bit
distasteful or or um how well the
product works. Like get someone who's
used the product to talk about how well
it works, right? So different messages
require different messengers for it to
carry the right weight and have the
right authority behind it. And what's
the mistake that companies make? Having
a messenger that whose opinion nobody
cares about um like a paid
spokesperson, right? Like a generic paid
spokesperson who is being paid to say
those words, their opinion just straight
up doesn't matter. And if they're
pitching a journalist, journalists hate
getting PR pitches. Like they'll tweet
about bad PR pitches that they get and
dunk on PR people. And sometimes I'm
like, well, you know, people are trying
their best. They're just trying to do
their job. But I can understand if
you're a journalist and your job in
includes like every day just getting
hundreds of the worst emails you could
imagine from people who are sending
those emails because they were paid to
do so. Um, so a mistake is letting
people whose opinions are discounted to
nearly zero do your speaking for you
because you have just neutralized every
possible like all possible impact
because they have no authority. They
have no credibility. Nobody cares what
their opinion is. Everyone knows that
they're being paid to say it and
probably the message is not as effective
because they're not actually excited and
passionate. They're just like reciting
the words. They're putting the fries in
the bag of the email and it's just not
uh it's just not landing. Well, this
also feels like how the world has
changed. Paid spokespeople, celebrities
25 years ago didn't seem like it worked
and now it's like h who cares. We know
that you're just we're like ah you're
just being a shill for this company now.
We're like whatever. Like Matthew
McConna is cool, but I don't care that
he's in a Lincoln commercial. Yeah.
Yeah. Exactly. Oh, you didn't go buy a
Lincoln when you saw the commercial.
Hate to break it to you. I would love to
break his
but like actually what's a really good
example about that is Matt McConn in the
front seat of Lincoln I literally don't
care about I live in Austin Texas he is
the ultimate UT fanboy and he's on the
sidelines of every single football game
he's like hitting the drum at big games
and I'm like Matthew Mccah you're the
man cuz he's there cuz he loves it. Yes.
So, same person, two different contexts,
and one I'm like, whatever. Completely
indifferent, and the other one I'm like,
yo, I want to go see Days and Confused
for the seventh time. You know what I
mean? Maybe you edit that part out for
the sake of your own reputation. But you
know what? There's a there's this trend
of brands creating like fake
userenerated content, which you maybe
have seen like they'll pay people or
they'll try to use avatars or something
to have it be like fake organic content
from fake fans. And the problem with
doing something like that is as soon as
people realize that's what's happening,
which maybe will happen as they listen
to this podcast or it probably is
already happening. It it completely
works. Like there are some things where
you get one bullet and you get one shot.
And something like this is okay, you can
fool people, but you get to do it one
time and they'll never let you do it
again. Or we were talking about why does
nobody write like an expose of like how
things really work in Washington. That's
you get one bullet, you get one shot,
your career is over. You're not going to
those parties anymore. And I think
nobody's willing to shoot that
particular shot. And the other big
takeaway is that what's not obvious
about the messenger is the messenger is
not at all the most powerful person all
the time. Sometimes go direct. Sometimes
you need the founder to basically go and
beat the drum on the mission. But
sometimes it's the janitor who is going
to be the best person to talk about the
CEO. or you see this on the news all the
time. Somehow there's a way that we just
trust Jane who lives down the street
who's talking about, oh yeah, you know,
the streets never used to be like this
44 years ago, but now they got they got
plastic covers over the Walgreens aisles
and there's just something weird going
on now. Like there's something about
that where, you know, we just we just
trust her, you know, we just trust her.
She's just like a normal human being and
sometimes Yeah, it sounded super normal.
Well, one of the tactics with uh
election campaigning is if you want
people to vote for you, you get their
neighbors to take some step that
indicates that they vote for you or you
just imply to those people that their
neighbors are going to vote for you and
then they, you know, are much more
likely to they feel like that's what
people are doing. Say that we're working
on something and we got the big launch
tomorrow. All right, Lulu, I need your
help. I give you the call. Yeah. Uh,
writing on the wall is about to drop.
Yeah. So, right on the wall, it's about
to drop. Now, the intuitive thing would
be, "Hey, can you share this for me
tomorrow?" Yeah. But that seems like
people are going to be shills and you're
get clearly getting the ick from that.
So, how do I change my requests? Yes.
So, that they'll help me out. This is
huge. Okay. I'm so glad that we're
covering this because I get asked like
10 times a day, can you amplify this?
Can you tweet? Can you reply? And you
can tell when someone is doing it
because the like the energy of an
al-Qaeda hostage video is coming through
in their post. You see people do the
just joyless LFG reply and you can just
sit there's t they're like let's
go send. Yeah. Exactly. Look at it as
you press enter. Yeah. And if you make
the request a couple things are
happening. One is favors are not a
renewable resource. So, you've just
tapped a pretty significant favor. Like,
it feels like a small favor, but people
hate doing it so much that you've
actually asked a lot. Like, you've
burned through more relationship capital
than you might think, right? Second is,
okay, you've put this request in front
of them. Now, here's their options. One,
pretend they didn't see it and they feel
guilty and they hate feeling guilty, so
they resent you for making them feel
guilty. two, they didn't really want to,
but they do it anyway because you asked
them to, and now they're like icky and
you made them do something they don't
want to do. And is that something you
actually want? Like, I wouldn't want
that. If you had told me those options,
I would rather they just didn't. Three,
they wanted to and you've given them an
opportunity and so now they've happily
done it. There are some people who want
to help you and they're excited about
things and they're like, "Yes, let's do
it." Of course, that would be me with
writing on the wall, obviously. But the
only time that you want it happening is
in that third category. Number one and
two, you actually don't want, right? So,
how do you frame a request that will
only happen if it fits that third
category and and just work backwards?
You are letting them know what you're
doing. You're letting them know because
it matches something that they're
already excited in or it plays into
something that they've already been
saying and that's why you thought of
them and this is not a request to share.
It's not obligation. I just thought it'd
be interesting for you or if you have
feedback for me, I'll take that. But
like now it's in front of them if they
wanted to share and if they fall into
category three, they'll just do it of
their own valition. You don't have to
ask. If they fall into category two,
they have an excuse not to do it. So
they won't do it resentfully. And if
they call fall into category one, if
they were going to ignore it, they can
still ignore it. But now they don't feel
bad because they're not ignoring a
request. You were just like an FYI and
they saw it. There's two good commms
tests. Could you say whatever you're
about to say without the CTA of asking
people to give you money in the next
sentence? Yes. What does that mean? What
it means is could you say something that
isn't just purely in your self-interest?
Most of the time, companies and founders
will only speak if there's like direct
self-interest involved. And that's when
you see like shilling the company or buy
our thing or whatever it is. But the
thing that's interesting to people and
what the candy coating consists of is a
statement about the world that is novel
or helpful or educational. And then if
they're interested and they follow you
and they want to learn more, like
they'll come to your company eventually.
But you don't just it's actually uh back
to the medicine and the candy coating.
The candy coating is something that
would be interesting to them regardless.
What I'm getting from you is so so far
there's a few words that have stuck out.
So the image that has been like
replaying in my mind is like this giant
poster of the word fake and you're just
like scratching it out with red ink like
get this out and then at the bottom it
just says be real. So that's the first
thing. The second thing is like useful
or pragmatic. And then the third thing
that actually has really surprised me is
what I would call leveraged beta. And
this comes back to what you're saying
with cultural erogynous zones. A lot of
people think, "Oh, if I'm going to have
a mission for my company, it's got to be
completely different. I got to make
something up out of nowhere." And what
you're saying is there's already these
like Gulf Stream vectors of energy. And
it's like, how do you harness one, coin
a term for it, make it concrete, and
then shout that thing into the world in
a way that has more shape to it than
it's ever had before. Yes. Because
people will want to say the thing they
already wanted to say. And if you give
them the words and the concepts, they
might use your words and concepts to
express it, but they're not going to
want to say something that they didn't
already want to say. And so it's like if
there's a current and the current is
going this way and you're stuck here,
they say it's a mistake to try to swim
against the current or to swim
perpendicular. What you want is to have
like the current go this way and then
you swim kind of this way and then you
end up going half with the current and
half in the direction that you want to
go. Something like
this. Don't take This is not survival
advice. I'm not a registered swim
adviser. Please speak to your advisor.
This is K's
advice. And uh let's say that the
current of opinion is here and you want
to go here. You don't just sort of like
swim against it and force your way to.
You kind of have to go with it. Uh and
you'll end up on a diagonal. And so take
something that people already care about
that they're already interested in. Give
shape. Give words to it. And then
they'll use that to speak from
themselves with genuine passion and
interest as opposed to like obligingly
repeating your corporate PR that you
asked them for a favor to go and say cuz
that is virality. Like you are killing
virality when you try to force people to
say something they didn't already want
to say. And that's why asking for a
favor doesn't really work. You can do it
one time and it'll give you the illusion
of working because people might oblige,
but you don't even know how much you've
tapped that reserve of relationship
capital. And it's anti- viral,
anti-mimetic, because by definition, you
made them say something they didn't want
to, they'll never want to say it again.
In fact, they'll be allergic to saying
it again because they don't want to
relive the trauma of the cringe. So if
you can give them something that they
already wanted to say, now you are
leaning in the direction of virality and
you are giving that a boost and giving
it like a delivery mechanism for spread.
It's like it's like a virus like the
virus has to have something to latch on
to and it has to have um people who will
spread the virus. And so you want to
design the v this is like I'm glad we're
not doing this podcast two years ago.
This would be like censored from
YouTube. But you want to create a
labmade virus with gain of function
virality that is designed to maximally
spread as opposed to something that
can't spreads.
That's it. Yeah, that's perfect. Thank
you. That's what I want. That's the
title of the show.
All right. Tell me this. Another good
comms test. Let's say our company
doesn't
exist. What's something we could say
that would make our target audience feel
understood? And it's it's a version of
the first test which is putting aside
your immediate commercial
self-interest. What do you have in
common with that audience? What is a
pain that they have that you understand?
What is a struggle they're going through
that you can articulate? What is a hope
and dream that they have that you share?
And so like the theme here is put aside
your desire to sell stuff to them and
pitch them and make money for a second
and just start by relating to them and
figuring out what they care about, what
they're scared of, what they want, and
what of that can you speak to with some
degree of authority and then figure out
how to link it back to the company
later. You can segue into that, but if
you start with that, you just lose
people immediately. Apple is getting
criticized a lot now for kind of losing
the plot a little bit. And um the golden
era of Apple a lot of people think of as
like the think different. You're the
underdog. You're part of this cult
almost and part of this like subculture.
And that was when people felt like Apple
really understood them and understood
that they wanted to create something
that hadn't been made before and was
outside of the mainstream and they're
going to actually think different. And
yeah, that's me. Now, it feels like
Apple is kind of pushing onto us things
that they want us to buy or things that
they want us to use. So, like this magic
photo generator, Genoji thing, I don't I
have it. I haven't used it. I feel like
they're trying to get me to use it so
that they can make more money and say
that more people use it. There's nothing
that it does for me and I haven't seen
anything that explains why it would make
my life better. And so I literally can't
remember what it's called, but I
remember a few days ago people were
irritated because they had turned one of
the settings uh screens into basically
an ad for this thing. Like it's
something in settings where and settings
is sacred. Like come on, settings is
sacred. You don't go there. You don't go
there. don't mess with settings.
Settings is for settings. And so, um,
they had put something on the sidebar
where you click and then the entire
thing is just an ad like use this
feature that we want you to use. And it
feels really icky and it feels like they
are using us to get more usage for their
feature as opposed to rewind. They
understand us and they understand what
we're trying to do and what we're trying
to build and who we aspire to be and
they have created the tool for us to be
able to do that. It it went from they
are serving us to they are asking us to
serve them to oversimplify of course but
that is part of the shift in how people
feel about Apple at least happening
right now. It didn't feel like they
alienated people. It felt like they
stood for something and you were you
know if you had a PC that that's that's
fine like hey I'm just not an Apple
person. But now it feels like we live in
this culture where to stand for
something means to be politically
divisive and alienating. And there
you're either on our team or you're not.
You're either red or you're blue. You're
either with us or you're against us. So
how can you stand for something without
alienating your opposition? Or is that
even worth striving for? It is
absolutely worth striving for because I
think companies should be opinionated.
First of all, I think companies should
just take risks. But I think companies
should be opinionated stand for
something. What you don't want is to
split your user base in half or to split
your employees in half. So a very
obvious example is if you were to choose
a political party to support. Now you
have created civil war among your
employees right?
Um, you can draw a line in the sand and
you should, but that line should be
gerrymandered to fit around your people.
There will be people outside of that
line and if it's people that you don't
need, then it's it's very low cost. So
for example, if you are a crypto company
and your audience is regulators and
people who hold crypto, then if you were
to take a side between different coins
or different exchanges or what you don't
want is to then divide your community.
But if you were to pick crypto versus
non-crypto or if you were like uh
economic freedom versus suppression and
oppression, um you you will still have
other people outside of that line. It's
not a madeup tension, but you have taken
all of your people and put them behind
you and and put them inside of the line.
So there are different ways to draw a
line. If you were to just draw a line of
like Republican versus Democrat, yeah,
you might be um splitting your base,
which you don't want to do. But if you
were to say us the people who believe in
what we're doing versus them, the people
who don't, that's nearly costless to
you. So for example, if you're Palanteer
or Anderl or one of these companies that
is pro- American greatness like
unapologetically, you can draw the line
of we believe that the West has superior
values and should be dominant. Period.
And if you don't believe that, that
comes at literally no cost to us because
you were no good to us anyway. You
weren't going to help us. You weren't
going to work for us. You weren't going
to do anything. And so why do we care
about you getting mad? In fact, you
getting mad only convinces our people
that this is real and that we're willing
to stand for our principles. Whereas, if
they had said, "We're choosing whatever
Coca-Cola versus Pepsi or Chick-fil-A
versus Taco Bell." Now, you've just
created an unnecessary debate among your
own base, which is distracting. When I
asked that question, you had like a
visceral reaction to it. What makes this
so important? Because if you don't stand
for anything, then there's no you're
offering a fungeible commodity and
people can get different types of
software for pretty much anything or
they can make their own. anything you
can name people pretty much have options
with the exception right now of being
like ASML advanced lithography machines
or something like almost everything else
in the world and that's you know who
knows right but everything else in the
world practically people have so many
options and the option that they choose
represents the person they want to be
and the person they want to be seen as
they want to tell themselves and they
want to tell other people this is the
type of person that I am and So what you
stand for is a direct reflection of
that. It seems like launches are a kind
of free lunch. They're like uh you have
one chance you can kind of play this Uno
card one time and you're really good at
launches. You you nailed it with Rostra.
I've just seen you have this
understanding of launches and what makes
for a good launch because it also feels
like I'm now seeing so many launches
every single day that now the idea of a
launch I'm like
kind of getting launch fatigue now. So
what do we need to know when what does a
founder need to know when they launch
something? Okay, a couple things. One is
let's do let's do three things. One is
launches are happening constantly as
you've said. It used to be every few
months and is every few weeks. Now it's
like multiple times a day and sometimes
huge launches are going on top of each
other and so there's so much noise and
breaking through is incredibly hard. So
it's just hard to break through period.
Two launches are not the be all end all.
And um some people have made the point
like you don't remember the day that
Facebook launched or the precise day
that Airbnb launched. you know, they
grew over time. It's okay. At the same
time, in an environment where it's so
hard to get attention, here is a moment
when you have an outsized opportunity to
get attention. You want to make the most
of it. Three is you want to turn that
attention into something. And we were
talking about this earlier. Don't just
have attention and then it evaporates
and
eancent something. Now it's gone. while
you have it, you have to turn it into
something that can stay and you want to
turn it into uh a recruiting pipeline or
a sales pipeline or you want to get
investor interest like you want to turn
it into something that will stay and
continue to benefit the company after
the attention is fleeted and so has
fleeted is is
belelen. I think we should keep just is
belelen.
And so those are the three things to
keep in mind. It's it's it's really
noisy. You have to work hard to break
through. Uh it's not the end of the
world if you don't. But think of it as
like one of the opportunities you have
to do this. And three is just uh try to
turn it into something and not just have
it be attention because you can't do
anything with attention. The mistake
that people make is jumping onto trends.
So I remember for a while like I was
doing a bunch of manifestos and then
it's like manifestos everywhere and I
was I was manifestoed out. Um, so now
like I think companies should still
write about what they're doing, but the
whole like here's our manifesto and
here's our secret master plan and just
that has gotten a little tiresome and
for a while um I was doing a lot of like
sizzle reels and montages and sort of
like accelerationist feel and now it's
like every launch is one of these and
just feel it feels really funible and so
I think you got to find the next thing.
What's the difference between a trend
and a cultural erogynous zone?
they can be the same. Okay, a cultural
arrogance zone is just something that
people really care about and think a lot
about. And maybe it's because um they
care right now and they won't 6 months
later, but you need their attention
right now. Maybe it's like something
that they'll care about for the next
year. Um maybe it's something that's
becoming more salient over the next six
months. But it's just like the thing
that really zaps their attention. What's
that game? It's like operation and and
you it's a game called operation.
There's a little guy on a board and he
has like little red lights and you try
to put the bones or pieces in and if you
trigger a red light it goes and the
light goes off. The hospital game. Yes.
The hospital game for the less
sophisticated. Yes. Yes. For lay people.
It's the hospital game. Yes. Um, so, so
that's that's what culturalism is for.
It's like try to avoid things that are
being overdone and you have to
constantly come up with new things which
can be tiring because you're trying to
outrun the thing that works. Like once
something works, everybody starts doing
it. Um, after the cognition launch with
the with Devon, there were some launches
that were like tweet for tweet almost
word for word following the template and
then you you can't just like keep using
now you have to go do something else,
right? Um, I said this a while back with
like Tolken inspired names. There was
just like a glut of people naming their
companies after Tolken. I'm not saying
they're bad companies. Some of them seem
really promising, but it's just like a
bunch of Tolken names all at once. It's
like that one year when everyone named
their daughter Ava and there's like a
class of AA's like these are sweet,
beautiful little girls. They're children
of God. It's nothing against them, but
there these things um tend to happen all
at once. Um there was a like when I was
in school there were a lot of Sarah and
I remember you had to be like Sarah S,
Sarah T, Sarah Y, whatever. These things
come in like downpours. Yeah. Tell me
about this method for writing. Start
with a brief summary of the news.
Explain what the company does. Talk
about the problem. Share your solution,
emphasizing why it matters and why the
company is the right team to deliver a
solution. And then end with a call to
action and information about how to
reach out. Solid outline. Can't go
wrong. I think where you go wrong is
like uh naval gazing too much about um
uh here's how great we are and we're all
so smart and then you forget to tell
people what's the problem, what's the
solution that you bring and why does any
of this matter to them. Like a lot of
announcements especially are
really salopsistic and narcissistic and
it's like the talk about your personal
experience gone wild and uh the whole
thing is I've always wanted to do this
and now here it is and I'm excited to
announce because I've done this and it
was hard and congratulations to me and
you kind of forget to tell people why
any of it should matter to them. You
have to think about that the reader.
Yeah.
To increase your pressure, reduce your
surface area. Yes. The equation in
physics is pressure equals force over
area. And you can picture it, right?
Like if you're trying to puncture a
board and you have the same amount of
force, but you slap down on it with both
hands versus you drive into it with a
nail, the nail is going to puncture the
board. And it's the same with our
attention and breaking through. Um or uh
I I used this example earlier today with
ramp, which is like if you're trying to
tear a piece of fabric and you're just
tearing um it's very hard, but then you
see wrestlers like and the whole like
wife beater comes apart and all you need
is like one small nick and the whole
thing opens up, right? So if you can
just concentrate force in a really
specific area, you can create a ton of
pressure. And what this means for
communication is if you want to talk to
these five people, don't talk to 5,000
people and hope that these five also
happen to catch it. Just target these
five. And if there's one thing that they
care about above everything else, don't
talk about 10 different things. Just
talk about one thing. Like Steve Jobs,
his famous commencement speech at
Stanford where he says, "Stay hungry.
Stay foolish."
How many people remember anything else
from that speech? Like most people
remember one thing. And if Steve Jobs
can give the best speech of his life and
have us remember one thing, what makes
us mortals think that we can give an
average speech or blog post or video and
have people remember 10 things from it?
It just doesn't happen. So you get to
choose. Do you want people to remember
one thing or do you want them to
remember zero things? And you should
choose the one, right? Yeah. So with
that, how important do you think slogans
are? Extremely important. Every great
movement has had a slogan. And the thing
that slogans do is they make something
feel
ubiquitous and inevitable and like just
echoing all around you all the time.
Because if you hear the same kind of
message a hundred times, but it feels
different every time, it's background
noise. Like literal white noise, right?
Whereas if you hear just one crisp note,
I mean it would make you go insane like
very quickly. Um so the slogan is if you
see the slogan 100 times, you just saw
one thing a h 100 times and it's just
like pressure pressure pressure. Whereas
if you see something dissipated where
it's like first it's like this and then
it's over here and it's these words and
this words, it just like fades away into
the background. So, were founders very
intentional about just we're going to
say the same word, we're going to say
the same words, we're going to say the
same words, and that's written out. They
should be intentional about saying a few
words over and over. But you don't want
to say everything over and over cuz then
you're robotic. Like, if you say the
entire paragraph over and over, now
you're scripted and now you're just like
reading off of the talking points. But
it's fine to say focus on the customer
over and over again. Yes. Yes. Blah blah
blah blah blah blah blah. It's always
day one. blah blah blah blah blah blah
blah blah day one blah blah blah blah
day one there's like a a far side
cartoon where the dog let's say his name
was Rex or something and it's like how
dogs hear human speak and it's like blah
blah blah Rex blah blah blah blah blah
Rex blah blah right and that's kind of
how it is like you choose the thing that
you want to have cut through and then
you just drive that but it can't be um
entire paragraphs of text at a time you
got to choose whether so maybe it's
think different maybe it's move fast and
break things. Maybe it's time to build,
but the words around it and the context
around it and the stories and the
examples should change in comms. Why is
it so important to start with the actual
business goal? What is the thing that
people end up getting wrong? What people
get wrong is attention feels good and it
could become this sugar high. it becomes
this distraction and you get on the
dopamine treadmill and what it is is
it's it's a sinkhole for your effort and
money and time where you just invest.
It's it's like people at the slot
machine who are just doing this and
nothing is coming out but it feels like
something is happening. So that's when
you get it wrong. It's like you're
you're feeding off of the feeling of
having intention and engagement but it's
not turning into anything real. Knowing
what the business goals are is your way
to turn it into something real. You need
to turn that attention into recruits.
You need to turn the attention into
revenue. You need to turn the attention
into fundraising. Whatever it is, like
the attention is a means to an end. And
you need to convert the attention into
motion. It's like if you were to just
sit on a can of gasoline and hope that
you'll end up at your office. like you
need to convert it into motion and
actually know where you're going, right?
It needs to become fuel. So, what
another thing I've taken from this is
that good comms, it's not just about how
many eyeballs you're getting, but how
you're converting those eyeballs. And
so, as you're drafting a comm strategy,
how are you thinking about the post
people find us funnel to then get them
to do what they want? It has to line up
with something that they already want to
do. So it's which eyeballs like which
hearts and minds and then it's what do
we want to convert that into? And so if
it's uh job application we want to
convert it into recruiting. Then we want
to recruit these people and here's the
things that they want. We're going to
offer them those things when we can and
for the rest that we can't give to them
on the spot. Like for example they want
to restore western military dominance.
We can't just like hand that to them as
part of the contract. We have to
convince them that by working here,
they're going to get that done. And
we'll convince them through the personal
authority of the founder. We're going to
convince them through evidence of other
things that we've done. Third parties
vouching for us. We're going to convince
them through a mission statement that
resonates with them and that they hear
everywhere so that they feel it's
inevitable. And we're going to convince
them by taking something that they feel
and worry about and frustrates them
about like America falling behind and
say it to them in words that they
recognize so that it feels like we're
totally on the same page. So you just
have to convert the attention into
something that matters for the business.
Can we talk about the Crowd Strike
rewrite that you did? Sure. Okay. So
this was the original message.
CrowdStrike is actively working with
customers impacted by a defect found in
a single content update for Windows
hosts. Mac and Linux hosts are not
impacted. What is going on with the
voice here that makes this uh suboptimal
to say the least? It's funny that
actively is the third word and the voice
is as passive as
possible. Impacted by customers impacted
by a defect found. You know, it's like
that meme with the goose like whose
defect? What defect? Who put it there?
Why did the customers get impacted? And
it's the voice that companies use when
they don't want to take responsibility
for something. It doesn't mean that
they're trying to evade responsibility,
but it sure seems like they're trying
to. And so, um, when I said earlier that
it can be really powerful when a founder
speaks in the first person, passive
third person is like as far away as you
can get from that. And usually it's
because they don't want to deal with the
smoke. So then what's going on here? You
rewrote it and you said, "I'm the CEO of
CrowdStrike. I'm devastated to see the
scale of today's outage and we'll be
personally working on it together with
our team until it's fully fixed for
every single user." But I wanted to take
a moment to come here and tell you that
I am sorry. People around the world rely
on us and incidents like this can't
happen. This came from an error that
ultimately is my responsibility and then
you say here's what we know. Yeah. Tell
me about the difference between I think
this is what people want to see from
leaders. And to their credit eventually
like a few hours after that rewrite they
did their own rewrite and it was a lot
better and they did apologize. They
actually ended up doing some of these
things. But I think what people want to
see is you're on it and you actually
care and it actually bothers you because
I'm bothered. My electricity just went
out. My server just went down. My
computer isn't working. Whatever it is
that happened. If you seem less bothered
than me, then I am going to have to try
to make you as upset and disrupted as
you have made me like that. I need to
bring you down to how I feel right now.
Whereas, if you show that you also feel
really, really bad. Now, we're on the
same level. We can't talk when I'm here
and you're up here unbothered. I have to
drag you down here first in order for
you to see what's going on. So, this is
the writing equivalent of a story I once
heard where there was a shop and I think
they sold coats and basically there
would all the time there would be angry
customers. So, there would be a clerk on
the floor and a customer would come in,
they said, "Hey, there was a hole in my
coat. I'm super upset." And this
customer was pissed. So what would
always happen, this was just they just
ran the playbook left and right, is the
person who was on the floor who was
working with the customer was like, "I'm
so sorry. Let me go get my boss." And
then the boss would come back and say,
"There was a hole in the coat. You've
got to be kidding me. That is absolutely
unacceptable. We will not have that.
Give me the coat. Give me the coat." And
now all of a sudden the uh emotions
change where the customer's like, "It's
not that bad. It's not that bad." Okay?
Like I understand, but please please
please don't get this mad at this
person.
It's not that bad. And I think that
that's what's going on where if you can
come out with that energy and that fire
and that all of a sudden like I think
what I'm hearing you say and what I got
from this story is that a customer
they're upset and they want to feel that
the company gets that they're upset and
there's nothing worse than a company
that's just like saying there's no need
to be upset but if you can actually come
in hard then sometimes the the customer
will just be fine. I think the visual to
remember is here's happy here's upset.
If the the let's say just a customer and
business owner if the customer is here
and you're here they have to drag you
down until you are at their level so
that they until they feel that you get
it. Whereas if you immediately take
yourself to here and you're just like
sackcloth and ashes then they still want
to be at your level. So, they actually
might bring you back up to here. So, the
person uh coming out saying, "I can't
believe there's a hole in the coat and
they are making an even bigger deal and
they're even more upset about it." Or
here. And then the customer, what
they're doing is it's okay. It's not
it's not that bad. It's it's just a
little don't worry about they're they're
pulling you up or if you're at their
level, they'll stay at the level.
Whereas, if you had come in and said,
"What's the big deal? It's just a hole
in the coat." They now have to explain
to you why having a hole in the coat is
unacceptable and they have to take you
down here. So this is where you'll
always end up and you get to choose the
path. I find the message, the medium and
the messenger to be just be fascinating.
And the big thing that was a surprise
for me is to really get sensitive to
what people aren't able to say that is
sort of in the cultural consciousness
and put form and shape to it. That has
been super surprising to me. And then
the other thing is as you think about
taking a stand, taking a stand that
aligns with your customer base, the
people who you're trying to reach and
not
dividing your inroup uh seems to be an
own goal that a lot of companies score
on themselves. Yes, you should draw a
line in the sand, but you should
gerrymander the line in the sand so that
it fits your people and doesn't divide
them. Sweet. Thank you, Lulu. Thank you,
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