The Narrative
Michael MargolisThe Narrative: How to make the future underwriteable. Weekly insights at the intersection of AI, first principles, and capital allocation.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 42 | Founded | 6 years ago | Last Issue | 8 days ago |
| Active | |||||
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thenarrative.storiedinc.comLatest Issues
Codify Your Thinking
Most companies are changing faster than they can write themselves down.
You can usually see it in the strategy.
It lives in a doc somewhere on a shared drive.
And it’s called “Strategy_v8_newCEOversion_almostfinal_vF”.
- Version 3 wen...
Quiet Confidence
It’s been almost a year since I became a VC operating partner.
Since then I’ve done a lot of work with capital allocators across asset classes, from venture to private equity, and I’ve learned from some of the best in the game.
The most p...
Underwrite the Downside
Between now and the Christmas break, FY2027 gets decided.
Every company has a name for their annual planning cycle.
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Meta: the H1/H2 review.
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Amazon: runs it as OP1.
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Salesforce: it’s V2MOM.
I’ve worked on these for executi...
Raise the Ceiling
Back in May I asked you to write the largest truthful version of your company.
I left out the part that decides whether it works. Who it’s for.
Raise the Ceiling: the largest truthful version of your company is somebody else’s thesis. Nob...
Disciplined Speculation
I’m in Australia for the next 10 days.
It’s my wife’s birthday. We’re seeing old friends, going whale watching, and catching the first NFL game ever played here.
And one big stage on Wednesday.
It’s a partner meeting at a firm whose enti...
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The writers behind this newsletter.
CEO at Storied | VC Operating Partner | Narrative Architect | ex-Meta | Author, speaker, applied anthropologist. Creator of Storied AI MCP.
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