From the book
Timing stories.
Products from Timing Is Money — each a lesson in why the same idea wins or loses depending entirely on when it arrives.
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Timing, in motion.
Timing Is Money
Timing Comes From Knowing 3rd Order Consequences
The Diffusion of Innovations Summary
16 have full write-ups here; the rest are chapters in the book.
Wait for the enablers
The iPhone
Why 2007 was precisely the right moment for the smartphone.
Read the story →Move before the wave
The Netflix Pivot
Reed Hastings bet on streaming while it barely worked.
Read the story →Time a new segment
The Nintendo Wii
Winning by refusing to play the spec race.
Read the story →Not “no” — “not yet”
The Tesla Model S
The luxury EV that arrived when the EV1 couldn’t.
Read the story →The window a crisis opens
The Airbnb Homerun
How the 2008 recession timed their launch.
Read the story →Time the exit
The Instagram Exit
Selling to Facebook at the peak — a tiny team, about $1B.
Read the story →Lock in loyalty early
The Amazon Prime Launch
Bezos’ subscription bet before the subscription era.
Read the story →Time the culture and the tech
The Marvel Cinematic Universe
Serialized superheroes when CGI and appetite aligned.
Read the story →Ride a rising appetite
The Harry Potter Phenomenon
Arriving as young-adult reading was ready to reignite.
Read the story →Scale as the habit forms
The Starbucks Expansion
National expansion as American coffee culture matured.
Read the story →Catch the moment
The Hamilton Musical
A hip-hop founding-father musical, exactly on time.
Read the story →Sell before the storm
The PayPal Escape
Thiel took eBay’s offer before the ground could shift.
Read the story →Ride the attention shift
The TikTok Download
Timing the US push to short-form video’s takeoff.
Read the story →Return at the inflection
The Apple Resurrection
Jobs returned just as Apple needed — and could — be saved.
Read the story →Preparation meets the moment
The Peloton Pandemic
Years of build, then a shock pulled demand forward.
Read the story →The cost of “early”
The Bitcoin Pizza
Spending 10,000 BTC on two pizzas.
Read the story →