Finding Alpha: How to Find Your Company's Secret Advantage!

GameMakers

In an era where “good” isn’t good enough, this talk breaks down how to generate alpha—company-specific excess returns—by choosing the right game to play and going all-in on the highest-leverage moves. We cover the macro forces reshaping competition, case studies of teams that found alpha, and where velocity and AI change the basis of competition. What's your unique advantage? This talk emphasizes the significance of business strategy, particularly in light of the rise of AI and intense competition.Chapters:00:00 — Why “Finding Alpha” matters in 202501:15 — Macro: 5 secular trends (China, Attention Economy, Efficiency, LiveOps, AI)05:50 — Concepts: Alpha vs. Beta, Macro vs. Micro09:40 — Play to Win: Finding the biggest point of leverage15:10 — History snapshots: distribution & monetization plays that created alpha21:30 — Where alpha lives now: Product × Growth × LiveOps (+ AI)26:45 — Product velocity: iterating fast in the right direction29:20 — Organizational Meta: re-shaping teams for the age of AI31:10 — Takeaways & next steps