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The Rumelt Perspectives

Richard Rumelt

Essays on strategy. From diagnosis, to the search for the Crux, to the focused application of strength.

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Substack
PricingOnly free issuesPublishesWeekly
Issues28Founded4 years agoLast Issuea month ago
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Latest Issues

Fred Smith on AI

I have been writing the biographies of an expert panel. Each expert brings their own peculiar set of skills, habits of mind, and life experience—like a council of elders gathered around a fire, each with a different story to tell. The panel...

a month ago
28
6

The Architecture of Disruption

If you ask most corporate leaders about their strategy for navigating the age of Artificial Intelligence, you will hear Sunday words and messianic visions of the future—phrases like “AI-driven synergy” or “revolutionizing the digital paradi...

2 months ago
59
6

The Working Specification

When President Kennedy set the goal of putting Americans on the moon, he settled many conflicting debates about America’s role in space and how to compete with the Russians. He defined a clear challenge — land a man on the moon before the e...

4 months ago
53
9

Lafayette

My brother Edward Mark Rumelt was born five years after me and died some years ago. While researching materials for a new Substack post on my “Panel of Experts” concept, I came across a poem Ed wrote in 1969. He had a flair for writing but...

5 months ago
26
6

Stolen Credibility

In early February 2026, I watched a YouTube video revealing billionaire investor Stanley Druckenmiller’s “exact playbook” for navigating an impending market crash. Druckenmiller, one of the most successful macro investors of the past half-c...

7 months ago
34
5

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  • Richard Rumelt

    Richard Rumelt is the author of Good Strategy/Bad Strategy and The Crux: How Leaders Become Strategists. He is the principal of Rumelt Advisory, Inc. and has held professorial positions at UCLA Anderson, INSEAD, and the Harvard Business School.

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