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The Narrative

Michael Margolis

For founders, operators, and funds at inflection points. The Narrative explores how language shapes strategy, belief, and momentum. Essays on narrative leverage. When you fix the story, you fix the system.

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues39Founded6 years agoLast Issue9 days ago
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thenarrative.storiedinc.com
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Latest Issues

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...

9 days ago

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...

16 days ago

conviction asymmetry

There’s a difference between being right and being believed.

Most of us try to close that gap by making the case better. More evidence, a tighter deck, extra rounds of revisions. It often never works, because the gap was never in the argum...

23 days ago

life's a beach

No newsletter this week.

We’re in San Diego with the kids. The whole plan is Sea World, the zoo, and as much beach as we can fit.

Margolis beach vibes

The perfect end to Summer.

Back next Sunday.

Michael

P.S. When you’re ready...

a month ago

Anti AI slop

We’re AI-first at Storied.

It’s now wired in how we think, how we work, and how we build narratives.

We regularly redefine expectations and raise the ceiling on what AI-generated documents can do for an organization.

The biggest hang-up...

a month ago
1

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  • Michael Margolis

    VC Operating Partner | CEO at Storied | Narrative Architect | ex-Meta | Author, speaker, storytelling philosopher

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