Facing Goliath: Lead Bullets, Not Silver Bullets

This article recounts the author's experiences leading teams through intense competitive pressure at Netscape and Opsware. At Netscape, facing Microsoft's IIS, the initial strategy of seeking 'silver bullets'—strategic partnerships and acquisitions—failed. The author realized that improving product performance was key, eventually overcoming the disadvantage through continuous improvement. At Opsware, against Bladelogic, the author rejected avoidance strategies and focused the team on product enhancement, ultimately achieving success. The author stresses that when facing existential threats, avoid shortcuts and confront problems head-on. 'Lead bullets'—hard work and persistent improvement—are the path to victory.