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Business Process Model Tutorial

hegemonia del desarrollador

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0% found this document useful (0 votes)
781 views432 pages

Business Process Model Tutorial

hegemonia del desarrollador

Uploaded by

lucas_guerrero2
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 432

Developer Hegemony

The Future of Labor

Erik Dietrich
This book is for sale at http://leanpub.com/developerhegemony

This version was published on 2017-03-07

This is a Leanpub book. Leanpub empowers authors and


publishers with the Lean Publishing process. Lean Publishing is
the act of publishing an in-progress ebook using lightweight tools
and many iterations to get reader feedback, pivot until you have
the right book and build traction once you do.

© 2015 - 2017 Erik Dietrich


Tweet This Book!
Please help Erik Dietrich by spreading the word about this book
on Twitter!
The suggested tweet for this book is:
Knowledge work can be improved dramatically. I want to start
thinking about how.
The suggested hashtag for this book is #DeveloperHegemony.
Find out what other people are saying about the book by clicking
on this link to search for this hashtag on Twitter:
https://twitter.com/search?q=#DeveloperHegemony
Contents

Introduction: Notes and Caveats . . . . 1


Who Should Read This? Is it Only For Software Developers? 2

Who am I, and why should you care? . . . . . . . . . . . . 4

A Note about Names and Demographics of Developers . . 7

More Info After Reading . . . . . . . . . . . . . . . . . . . 9

Part 1: A Glimpse of the Future . . . . . 10


Chapter 1: Wednesday Morning . . . . . . . . . . . . . . . 11

Chapter 2: Wednesday Afternoon . . . . . . . . . . . . . . 16

Chapter 3: Wednesday Night . . . . . . . . . . . . . . . . . 21

Chapter 4: Thursday Morning . . . . . . . . . . . . . . . . 24

Chapter 5: Thursday Night . . . . . . . . . . . . . . . . . . 32

Part 2: The Corporate World: You


Are Here . . . . . . . . . . . . . . . . . . . . . . . . . 33
Chapter 6: The Corporate Cave . . . . . . . . . . . . . . . 38
CONTENTS

Chapter 7: Growing Up . . . . . . . . . . . . . . . . . . . . 43

Chapter 8: Cynical Theories of Management . . . . . . . . 47

Chapter 9: Defining the Hierarchy (With Less Cynicism) . 51

Chapter 10: Interviews, Induction, and Nonsense . . . . . 57

Chapter 11: The Bad Economics of Pragmatism . . . . . . 65

Chapter 12: The Worse Economics of Idealism . . . . . . . 73

Chapter 13: The Lonely Profit of Opportunism . . . . . . 79

Chapter 14: Faux Ownership—Managers and Owners . . 86

Chapter 15: The Cult of Hours . . . . . . . . . . . . . . . . 92

Chapter 16: Performance Reviews and Advancement The-


ater . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99

Chapter 17: Your Company Doesn’t Care About You . . . 105

Part 3: A History of the Corporate


World . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110
Chapter 18: Legacy: Ancient Corporations . . . . . . . . . 114

Chapter 19: Influence: Medieval Corporations . . . . . . . 117

Chapter 20: Gestalt: Mercantilism . . . . . . . . . . . . . . 122

Chapter 21: Barriers to Entry: Industrial Revolution . . . 126

Chapter 22: Layered Organizations: Taylorism . . . . . . . 130

Chapter 23: Ubiquity: Organized Labor . . . . . . . . . . . 135


CONTENTS

Chapter 24: Anachronism: Rise of Knowledge Work . . . 140

Part 4: How to Succeed in the Cor-


porate World, Such as It Is . . . . . . . . . 146
Chapter 25: Pragmatists Succeed with Alternate Narratives 149

Chapter 26: Idealists Succeed with Merged Identity . . . . 153

Chapter 27: Opportunists Become Other . . . . . . . . . . 156

Chapter 28: The Realpolitik Tragedy of Corporate Scrum 161

Chapter 29: The Programmer’s Escape Plan . . . . . . . . 173

Chapter 30: Avoiding the Delivery Trap . . . . . . . . . . 182

Chapter 31: Partnership and Transcending the Realpolitik


Glass Ceiling . . . . . . . . . . . . . . . . . . . . . . . 191

Chapter 32: Avoiding Carnival Cash . . . . . . . . . . . . 201

Chapter 33: The Art of No . . . . . . . . . . . . . . . . . . 210

Chapter 34: Advancement . . . . . . . . . . . . . . . . . . 221

Chapter 35: The Madness of it All . . . . . . . . . . . . . . 229

Part 5: Where We Go from Here . . . . 235

Chapter 36: The Coming Crunch . . . . . . . . . . . . . . . 240

Chapter 37: Studies in Success . . . . . . . . . . . . . . . . 245

Chapter 38: Profile of the Developer Ubermensch . . . . . 256

Chapter 39: The Importance of the Rest of Business . . . . 268


CONTENTS

Chapter 40: Developers Becoming Efficiencers to Take


Control . . . . . . . . . . . . . . . . . . . . . . . . . . 276

Chapter 41: Remaking App Dev Firms as Efficiencer Firms 284

Chapter 42: Anatomy of the Efficiencer Firm . . . . . . . 296

Chapter 43: Aspiring Efficiencers and the Entry Level . . 312

Chapter 44: Fixing the Corporation . . . . . . . . . . . . . 325

Chapter 45: What You Can do Now . . . . . . . . . . . . . 337

Chapter 46: Full Circle: The Fate of Pragmatists, Idealists,


and Opportunists . . . . . . . . . . . . . . . . . . . . . 358

Chapter 47: What this Looks Like, Long Term . . . . . . . 366

What Now? . . . . . . . . . . . . . . . . . . . . . . . . . . . 373

Appendix A . . . . . . . . . . . . . . . . . . . . . . . . . . 374
Introduction: Notes
and Caveats
Who Should Read This? Is it
Only For Software
Developers?
Let me start out by answering this question, unequivocally. Not, it is
not only for software developers. Anyone can (and hopefully will)
find this interesting.
There will be a hierarchy of skin in the game, though. Assuming
you’re not just in it for my clever turns of phrase and charming wit,
this will feel most relevant to you if you earn your living as a knowl-
edge worker. In case you were wondering, a knowledge worker
is someone who earns a living mainly via non-routine problem
solving. Doctors, lawyers, engineers, entrepreneurs, management,
scientists, professors, and, yes, software developers, all count. This
book will resonate somewhat more with you if you earn a living
this way.
You’ll probably find even more of interest in this book if you work
in a standard corporate workplace and if you work in or around
software development. Seems like more and more people work with
software, at least in some capacity, so I imagine this applies broadly.
I talk in the book about things like software development project
management techniques, so these will be more familiar to those
with direct experience.
And, finally, this will likely hit home the most for people that either
currently work as software developers or used to work as software
developers. We are the stars of the show here, and the book is really
about our path forward and our fate. These topics probably interest
just about anyone, but they directly affect us, personally.
I’d like to reiterate that anyone will likely find the book interesting.
Who Should Read This? Is it Only For Software Developers? 3

I talk in pretty frank and cynical terms about the corporate world
and office politics. My central thesis here in the book is that the
pyramid-shaped corporation is fundamentally flawed as a way to
manage knowledge work. If you like comics like Dilbert and movies
like Office Space, I promise you, you will relate.
But if you’re a software developer, there will be both empathy and
calls to action in this book. This is our story and thus our book.
Who am I, and why should
you care?
Given that this is a book about how I think you and I should
work, this is a very reasonable question. I may have a vision, but
is it credible, does it make sense for you, and have I carved out a
path that may be worth emulating? In other words, what are my
bonafides?
Well, a bit about myself. I’ve made my career in software de-
velopment from start to present. I worked my way up through
what you might consider to be the standard technical path, starting
as a programmer, and then acquiring designations like “senior”
and “lead.” Eventually those designations turned into org chart
placements as I became an architect, then manager, and finally
exited the salaried workforce from the position of Chief Information
Officer (CIO) to go into business for myself.
This decision was an inflection point for my career. At 33, I was the
CIO for a small company, which meant that I could easily bide my
time a bit and then interview for a CIO role in a larger company,
commanding higher salary and increasing the number of people
below me in the org chart. From there, if things had gone well, who
knows? The result no doubt would have been a career of very high
salary and stable employment.
But I just couldn’t bring myself to enjoy the prospect. I didn’t
mind the work and org chart leadership presents its own unique
kinds of challenges compared to the programming and architecture
challenges that I had faced previously. But the whole corporate
structure that I’d so ably charged into and conquered (at least to
some degree) just didn’t feel right, and I was looking for something
more open-ended and self-guided. It would take me more than
Who am I, and why should you care? 5

a year of retrospection on my corporate career to solidify my


misgivings into the start of this book and a fully developed theory
of where corporate America is vis a vis knowledge workers, and
where it ought to go.
Since going off on my own, enjoyment of my life has gone up
dramatically. I started out billing at relatively high rates, so much
so that I quickly made more money than I did even in the C-
suite. In addition, through a variety of content creation vehicles and
increasing visibility of my blog, I’ve secured a pretty nice passive
income stream and begun to receive compensation in various forms
for activities that I used to do for no compensation. I can pay most
of my bills these days without doing billable, hourly work, and
I’m looking to go from “most” to “all” relatively soon, favoring
work that involves content creation and productized services over
consulting.
I mention all of this not out of any kind of hubris, but to explain who
I am, what I’ve done, and why. I think this is critical for you, as a
reader, to frame your opinion of what I’m saying. In the chapters
that follow, particularly the critical evaluation of the current state
of the corporate world, it might be tempting to frame my words
as those of a crank, malcontent, hippie, or someone who has been
burned out by or lost at the game of being a corporate citizen.
But I’m none of those things. I played the game and found it rela-
tively easy to navigate my way to promotions and better situations
through a combination of opportunism, hard work, and luck. And
I feel no bitterness in any way about my life. In fact, I’m happier
than I’ve ever been professionally, and that is what’s motivating
me. That happiness arose from a great deal of looking critically at
the nature of the game and, like Neo facing agent bullets at the end
of the first Matrix movie, saying, “no,” and stopping the bullets.
No, I will not work endless overtime for the same amount of pay.
No, I won’t accept that I can’t enjoy making a living “because that’s
why they call it work!” No, hiring authority, I do not need to be
Who am I, and why should you care? 6

‘thankful’ to have a job. No, I will not accept 2% pay raises per
year independent of how much value I add to a company. No, I
don’t believe that I should need to commute, dress up, and punch a
clock to perform knowledge work. And, no, I don’t believe that I’m
somehow special.
Everything I’m saying applies to you just as much as it does to me,
and that is why I’m writing this book.
A Note about Names and
Demographics of
Developers
For the names in this book, I used the site Fake Name Generator¹
with the name set American. This is in part to outsource the activity
of coming up with names but also to absolve myself from any
perception that I’m baking any statements or opinions about the
issue of programmer demographics. In other words, if I describe
a team that has 3 men and 1 woman, it is because that’s what
the name generator generated, and not because I think men should
outnumber women 3:1 in the field.
The only exception to true randomness was that I chose a random
female name for the protagonist of chapter 1. I did this not to pander
but because I truly think that the suggested future that I will propose
for the industry will naturally lead to more equal-opportunity
entry into the field of software development. I’m proposing a
scenario with less indirection between knowledge workers and the
customers that pay their bills. Currently, salaries are determined
by a large corporate structure in which employees are kept in
the dark about pertinent bargaining information over salary and
the employer and employee are ipso facto adversaries. Employees
wanting more salary hurt the company and companies minimizing
cost hurt the employees. As such, it is with rational self-interest
in mind that a hiring authority with a budget uses an tricks at
his or her disposal to minimize employee pay, up to and including
taking advantage of societal trends that allow certain groups to have
disproportionate downward pressure exerted on their salaries (e.g.
woman being paid less on average).
¹http://www.fakenamegenerator.com
A Note about Names and Demographics of Developers 8

Advocacy to stop such practices is thus difficult for a number of


reasons. In the first place, the practice is rational for those who are
doing it. In the second place, corporate pay tends to be shrouded
in secrecy, making it generally hard for individuals to confirm
instances of bias, and in the third place, it’s hard for advocacy
groups to exert enough pressure on a company to make it act
counter to its own financial best interest. In other words, if you’re
the CFO for Acme Inc, you might make the calculated decision that,
while paying women 20% less on average is creating some negative
publicity for your company, the negative publicity isn’t costing you
as much as giving the women at your company 20% pay bumps
across the board.
Now, let’s imagine instead a world where there were software
development teams structured simply as LLCs or S-Corps. Imagine
a hypothetical scenario where a team of women and a team of
men were competing for a contract to do software development,
and a client company appeared to be allowing sexism to influence
the decision. An advocacy group now could easily kick up a large
stink and more easily change the outcome by virtue of the fact that
there’s going to be little difference in cost between the two groups.
Alternatively, a well-funded advocacy group could subsidize the
group of women, allowing them to underbid the group of men for
the same cost to themselves.
In a world that looks more like this, closing the gender gap in
programming doesn’t involve taking on corporate juggernauts with
a vested interest in opacity, and it doesn’t involve attempting to get
people to act counter to their own best interests in order to “do the
right thing.” Advocacy groups will thus be in a position to have a
much more profound impact.
More Info After Reading
What if you want more information after reading the book (or
during)? Well, first, I’d just like to mention that it exists, with the
hope that you’ll remember that fact later, when interested. And, of
course, here is a landing page on my site you can visit, called “what
now?”².
I intend for that to be a living follow up to the book that evolves with
time. During the interval between publishing on Leanpub and the
official book launch on Amazon, it will contain mainly information
about how you can help launch the Developer Hegemony book
and movement, if that interests you. After the launch, I intend to
start creating content aimed at helping people realize developer
hegemony, and the page will serve as a “start here” guide for that.
²http://www.daedtech.com/what-now/
Part 1: A Glimpse of the
Future

(Meta note – I may make some changes to this chapter as I write


later ones.)
Chapter 1: Wednesday
Morning
There was noise…voices. Loud and impossibly cheerful voices. And
buzzing. Rhythmic and insistent. It made no sense.
For some reason she couldn’t understand, Emma was afraid to
open her eyes. Comprehension of her situation was oddly slow
and elusive. It was light out. She was at home. No hangover. But
grogginess. So much grogginess.
The alarm was going off. The cheerful voices she was hearing were
a couple of idiots on whatever AM radio channel had been on last.
The buzzing might be her phone. There were too many unknowns
for the snooze button. With a herculean effort, she opened her eyes
and looked around. That seemed to open the comprehension flood
gates.
Mid-morning light made her bedroom a lot brighter than it nor-
mally was when she woke up. The alarm clock blaring its AM
talk show read 10:00, which normally would have meant a long,
luxurious night of sleep. But the night before had not been a normal
night. She’d stayed up until about 5 AM, determined not to go to
bed until she had successfully completed the surgery she had started
on her team’s build earlier that night. She’d gone to bed happy,
exhausted, and successful, and set her alarm for as late as she dared.
Turning the alarm off, Emma sat up and picked up her phone, which
had been the source of the previously mysterious buzzing. Two
missed calls and a handful of texts. That made sense, since she’d
normally have started working an hour and a half ago or so. She
glanced at the texts.

Craig: You not coming to the powwow this morning?


Chapter 1: Wednesday Morning 12

Emma chuckled, thinking of the origin of the term. She, Craig,


and the others were mildly disillusioned children of the Scrum
revolution and had “grown up,” so to speak, having stand-ups,
retros, etc. They had all done tours in companies where Scrum was
implemented by technical executives, resulting in the weird dance
of managers trying to manage teams into being self-managing. Or
something.
Since she’d switched to the freelance team model, she’d found that
a lot of what they’d done before as a matter of course wasn’t
necessary any longer. Being on a team that was literally self-
managed, she’d become aware of how much of her former software
development processes had been designed to create the illusion of
autonomy. If she and her teammates failed to have a daily stand-
up to self-manage, they were chided by management. Scrum and
other methodologies like it had been devised by teams of extremely
effective software developers. The point that countless managers
and execs had missed in their haste to replicate exactly the success
of these pioneers of Agile was that if you hired smart, creative
people, they would find the most effective ways for themselves to
work.
Emma’s team, for instance, had found that they were getting
diminishing returns out of daily stand-ups. What they’d taken to
doing instead is scheduling a “pow wow” whenever the team felt
they ought to catch up a bit and do a bit of knowledge sharing. It
usually worked out to be a quick chat every two or three days. And
she’d missed the one they’d scheduled for 9:30 that morning. Oh
well.

Craig: Oh, nvm. Saw a commit from you at 4:30 this morning.
Wow, nice work on the build! We all owe you some beers.

Emma felt a surge of validation around her night’s labors. Damn


right they owed her some beers. The build had been rotting for some
time, taking at first five, then ten, then twenty minutes at a time. By
Chapter 1: Wednesday Morning 13

the time Emma had become fed up late yesterday evening, it was
routinely taking more than thirty minutes to check code in and have
the build and tests run. They all knew it was ridiculous, amateur-
hour trade-craft, and yet it never seemed to be the right moment to
sink six hours into it, cleaning things up.
Since her team billed by features, sinking extra hours into thumb-
twiddling while builds happened meant working more hours for the
same pay. Sure, they tended to get other things done while waiting,
but that was only so beneficial, and it still tied them to the keyboard
for that many more minutes per day. Her work meant a very real
quality of life boost for all of them. And when team members had
quality of life boosted, they tended to buy beer for the booster.

Emma: Will take you up on those beers when I get back from my
trip.

Shaking off the last remaining grogginess and swinging her feet
over the side of the bed, Emma checked her email before starting
to pack an overnight bag. Her cab would be there in an hour to
take her to the airport, leaving her time only to deal with urgent
emails before the last-minute prep. Most of the emails in her inbox
were build notifications and low priority informational messages,
but one stood out as something she needed to address.

From: [email protected] [James Abbott]

Subject: For This Afternoon’s Meeting

Hey Emma,

Looking forward to seeing you this afternoon. I have


a favor to ask, and I apologize in advance for this,
but Linda Manders really wants full blown project
Chapter 1: Wednesday Morning 14

documentation. We’re really happy with the work that


you’re doing, and I know this isn’t how you operate, but
I was hoping maybe you could at least bring a Gantt
chart so she’ll stop bugging me for a couple of weeks.
Again, I’m sorry about all this.

Best,

Jim

Emma fought the temptation to bang her phone repeatedly against


her nightstand. It seemed as though, no matter how far in her
rearview mirror she put this old bluster-laden, command-and-
control approach to writing software, she could never truly be free
of it. She didn’t have time for this. Furiously, she thumbed through
her contacts, and dialed Michael Hurst, the team’s mostly dedicated
administrative assistant, hired through an agency. He was the one
that handled all of the responsibilities that traditional orgs handed
to the project manager.
“Hey, Emma, what can I do for you?” Michael’s voice was a mixture
of calm and upbeat that should be illegal when talking to someone
on five hours of sleep.
Emma schooled her attitude to patience, since Michael had no share
of the blame for the thorn in her side named Linda Manders. “Hey
Michael, can you make a Gantt chart for our work on Rhyta over
the past quarter? Nothing too crazy—just show dependent features
and time. Tell anyone on the team that gives you resistance I need
it for my 4:00 today at their office.”
“Man, Emma, I’d love to help you out, but there’s some kind of
problem with the Jira account and so I’m kind of in crisis mode
here, doing triage and handling all of the tracking manually. That’s
taking up all of the hours budget that I have, so anything additional
Chapter 1: Wednesday Morning 15

would be extra time, and…you know, I’m not exactly a kid anymore.
I’m trying to keep it to forty or less these days, you know?”
“I know, and I totally understand. Any chance you could suffer
through a ten- or twelve-hour day today for us and just take a day
off once Jira’s back online? Seriously, we’ll do double time today of
hours over eight, so when you do take the comp time off, you can
take a full day basically for free. I’m sorry even to ask like this, but
I really need it.”
Michael sniffed a little and let out a breath.
“Sure, Emma. I’ll do that today. I know it’s been a tough week for
everyone.”
Emma thanked him and hit “end.”
Jackpot, Emma thought. She knew Michael would come through,
so she turned her attention to getting ready for her trip.
Chapter 2: Wednesday
Afternoon
Emma sat, fighting her tiredness and watching sunlight stream
through the enormous, spotless windows in the lobby of Rhyta’s
building. She’d been in this building a few times before, and knew
that the impressive lobby was not representative of the rest of the
building. It devolved into a stuffy cube farm in pretty short order,
once through the door behind the receptionist’s desk. She mused on
the appropriateness of this bait-and-switch as a microcosm for the
corporate world in general but then supposed she was being overly
cynical. “Focus on staying positive,” she thought.
Jim Abbot shuffled through the doorway and rose his hand in
a friendly wave. Stout, with wisps of white hair around a shiny
pate, Jim was the kind of man she imagined was a kindly uncle
or perhaps grandfather in his spare time. It’s not that she couldn’t
picture him having children so much as that she couldn’t picture
him disciplining them. Jim was, to put it succinctly, a sweetheart.
“Come on back, Emma! We’re in the Newton conference room, so
there’s chips and soda if you’d like.” Rhyta named their conference
rooms after scientists. Emma supposed it was to create an atmo-
sphere of innovation by trite osmosis. “Stay positive,” she chided
herself in her mind.
“Thanks, Jim, but I’m good,” she replied, waving a bottle of water
she’d picked up at the airport. The flight had been predictably late,
but she’d also baked some slack time into her plans. The result was
that she’d had no time to check into her hotel, but there was plenty
of time to pick up the rental car, drive here, and go through emails
in the parking lot for twenty minutes before making her way to the
lobby.
Chapter 2: Wednesday Afternoon 17

She and Jim exchanged small talk on the way to pay homage to
Isaac Newton with Gantt charts and slide decks. No doubt the father
of calculus would be impressed by the many arrows in the project
management quiver these days, Emma thought. Arriving in the
conference room, she set her laptop bag down on the table, removed
her computer, and took a seat.
“You remember Linda, of course,” Jim said, nodding toward an
alert-looking woman with sharp features. Emma nodded in Linda’s
direction and received a symmetric nod in return. There was no
outright hostility between the two of them, but neither particularly
cared for what the other represented.
Before Jim could resume speaking, a man with a distracted, sour
expression on his face entered the room, walking quickly. He took a
seat. “Good to see you again, Emma,” he said, a forced grin adding
to Emma’s impression that it was not, in fact, good to see her again.
But then, from the few other occasions she’d met Rhyta’s CTO, this
just seemed to be Shane’s demeanor. She hadn’t realized that he’d
be attending this meeting. “Nice to see you, as well, Shane.”
This meeting was essentially a formality. Rhyta had, for some years,
been in the habit of meeting three times per year to plan out the
next four months worth of software and infrastructure work. It was
a typical shop that awkwardly straddled the waterfall and Agile
worlds. From their interest in Agile ceremony, it was apparent they
understood that massive batch planning of software work wasn’t
possible. And yet they engaged in a sisyphean struggle to try to do
it anyway. In that struggle, Jim, the manager of internal software
development, was Sisyphus, Emma mused to herself. Linda was the
boulder. Shane was just an impatient man that wanted some rocks
moved.
Emma had not witnessed this planning firsthand, but she did
know that Jim, Linda, and perhaps others polled Rhyta’s internal
developers and any vendors that they were using for status prior to
planning upcoming work. It was for this polling that she was here
Chapter 2: Wednesday Afternoon 18

right now, as it had been four months ago, and eight months ago
before that.
“Why don’t we get started?” Jim said, pulling an HDMI plug from
the electronics at the center of the meeting table. “I understand that
Emma has an overview of the functionality delivered over the last
few months.”
Taking the cue, Emma plugged in her laptop and pulled up the
Gantt chart that Michael had forwarded, suppressing a sigh. She
mechanically recounted the various features delivered and their
dependencies upon one another, reading barely concealed boredom
from her audience as she did so.
Toward the end of her ten-minute spiel, Linda began to look smug.
At the first possible moment where it wouldn’t be an interruption,
Linda proclaimed that this didn’t include features under develop-
ment, nor did it include features intended for the next four months.
None of this was news to any of them. But at that point, a nasty
curve-ball metaphorically made its way from Linda’s hand out over
the plate.
“You know, you’re the only vendor that refuses to forecast out your
estimates, and we are open to considering others at this point.”
“Linda—” Shane started, irritably.
“I don’t mean it as a threat, but you do make our planning much
harder than it needs to be. If we weren’t winding this effort down
over the next few months, we’d be seriously weighing our options.”
Jim looked sheepish and Shane snorted quietly, but Linda seemed
oblivious to her coworkers. “Why is it so hard just to estimate out
what you’re going to have and when? I mean, I know you have this
principled Agile thing or whatever, but seriously, you can’t just take
a guess at it? It’s not like we’re going to sue you if it’s wrong. We
know it’s an estimate.”
Emma knew that it was a somewhat rude move, but she ignored
Linda, turned to Shane, and asked the leading question.
Chapter 2: Wednesday Afternoon 19

“Have you been satisfied with our work in terms of cost, timeliness,
and quality?”
Shane had tried to sneak a glance at his watch but quickly looked
away when he realized the conversation had been steered toward
him. “I absolutely have. It’d be nice if you could help Linda out with
her planning, but I’m not going to press the point as the project
winds down. I’ll leave that to you, Linda, and Jim to sort out, since
it’s the two of them that provide estimates on your behalf.”
Historically, vendors had offered Rhyta exactly the kinds of esti-
mates Linda was pouty about not having. Since Emma and her
team didn’t operate that way, Linda and Jim had done it for
them. Contrary to what Linda accused her of, the reason for not
providing estimates wasn’t some kind of principled stand but rather
an avoidance of wasting time. Things happened, priorities changed,
and long-tail estimates were always wrong.
Linda sighed angrily. “That just means that it will be up to me to
do them.” Then she tilted her head back, looking at the ceiling, and
softened her tone a bit. “You guys do good work, but it’s just a hassle
to cover all of this stuff for you. I don’t see why you don’t have a
project manager we can work with. It would make things easier for
everyone.”
Emma couldn’t help herself. “Most of the typical project manage-
ment role can be handled by an admin. So we just have our admin
do it. Our team does anything that he can’t handle.” Jim was looking
at his hands, and she thought she heard Shane give a faint chuckle.
Linda was staring daggers at her, but said nothing.
Shane stood up, stretching, and said, “I’m satisfied with where
things are. We’ll have you finish out the remaining features over
the next month or so, Emma. I’ll leave you to go over them in more
detail with Jim and Linda so that you can take them back to your
folks and get started next week. I’ll send someone in with the revised
MSA and first feature contract for you to sign.”
Chapter 2: Wednesday Afternoon 20

Emma smiled inwardly. She wasn’t looking forward to Linda trying


neurotically to plan two months’ worth of functionality down to
the minute, but any possibility of danger was now past. It was her
team’s preference to have a general master services agreement for
their work with a client and then to sign a contract for the features
to be delivered in a given sprint. If the relationship prospered, they’d
switch over to somewhat of a more binding model, but there was
something very honest and reliable about a software development
outfit agreeing to deliver a bunch of things over a two-week period.
It allowed neither for slack time nor for things to drift too far off
course. Her team was almost always right about what they could
reasonably deliver, and it was easy for them to agree with clients
on the value of that delivery, since they priced features as opposed
to hours.
Rhyta had more or less agreed to that, but they insisted on having
MSAs that lasted the same duration as their planning period. Every
four months for the last year, Emma had showed up, participated
as little as possible in the planning dance, and signed a new MSA
with Rhyta. This project was coming to a successful close soon, so it
was the last time she’d have to play this role here. It had gone well
enough for her team to continue to have work for another month
or two. The rest was just details.
Chapter 3: Wednesday
Night
Emma smiled at the incongruity of pulling up to the Hilton and
having her rental Hyundai Accent valeted. She and her partners
had agreed on an expense policy for travel at the outset of working
together. It meant staying at relatively cheap hotels, renting low
end cars, and doing meals at places like Chipotle or Chili’s. The
reasoning had been that, since they all split profits and made good
money, it’d be fairer to set the bar low. That way, the onus would
be on those with more expensive tastes to pay out of pocket rather
than putting the onus on those with cheaper taste to subsidize their
partners’ high end choices. So here Emma was at a Hilton with a
tiny car because she liked to stay in nice places and didn’t care too
much about the car that got her there.
Not for the first time, she thought about telling Will Tierney, the
team’s young and clever accountant, to bill them for a couple of
hours this month and put together a slightly more generous expense
policy. Each of them on the team could requisition up to $500 per
month in services from a given vendor at his or her discretion, so
Emma would be perfectly within her purview to use Will’s time this
way. But, as always, she decided against it. Spending a little extra
money on a hotel room wasn’t the end of the world.
Lack of sleep and airport travel tend to turn any day into a long
one, so it was with heavy eyelids that Emma handed over her Visa
for incidentals and checked into to the hotel. She asked the desk
attendant for a pizza delivery menu, not intending to leave her room
until the morning. Not only did she have to prep a bit for her 9 AM
meeting tomorrow, but she was exhausted and needed to make sure
to get a good night’s rest.
Chapter 3: Wednesday Night 22

While she waited on her pizza to arrive, Emma lounged in the hotel
bed and popped her laptop open. Unable to resist, she remoted in
and accessed the build machine’s log for builds that day. The team’s
builds had been averaging less than five minutes for the day, she
noted with satisfaction. They would probably wrap up the current
sprint a day early, so they definitely owed her beers.
An hour later, a pizza had arrived and promptly disappeared as
Emma, who hadn’t eaten all day, realized that she’d been famished.
She felt like she’d just celebrated her own mini-Thanksgiving and
was struggling not to doze. There was a very un-Thanksgiving-
like amount of work to be done, unfortunately. She started by
rereading the research she’d put together on Payless Cashways,
their prospective client with whom she was meeting in the morning
before heading back to the airport.
Payless had a business doing some sort of matchmaking between
buyers and sellers of products, using some kind of logistics and ship-
on-demand scheme. Emma was fuzzy on the details but didn’t view
that as a problem. If they landed the contract, they’d sort that out
when building out the product backlog and tentative feature road
map. She was a believer in filling her head with details only at the
moment those details became necessary. And right now, the only
necessary details to understand were the high level goals of Payless
and, more specifically, of Elaine Graham, an IT director in the e-
commerce department.
Emma grimaced a little, thinking about the description of what was
needed. They wanted to build a “portal” for their suppliers to be
able to manage their merchandise more in real time, even though
there could conceivably be network outage. Of course they did.
Non-technical corporate types loved calling everything a “portal”
so much that the term seemed to have no meaning. Truth be told,
Emma amused herself by picturing some kind of sci-fi stargate
every time people used this term. Nevertheless, what they were
clamoring for seemed like a pretty clear-cut request for a single
Chapter 3: Wednesday Night 23

page app. And several of the team members wanted to take this
project so they’d have a chance to work with eventually consistent
client-side technologies, which had shown no signs of cooling off.
Emma’s preference, on the other hand, was to partner with a local
company for their next gig. Why make things more complicated
than they needed to be? They were only taking this meeting in the
first place because she could piggyback the meet-and-greet onto the
Rhyta meeting. But she had to admit, the Payless work did seem fun.
The last impediment to Emma’s rest was prepping a letter of intent,
in case she knocked the socks off everyone at Payless tomorrow
morning. She’d had Frank, their lawyer, draft a copy with Payless
and Elaine filled in where appropriate. She headed down to the
hotel’s little business center, printed out a few copies of the letter,
stuffed them into a manila folder in her laptop bag, and ordered a
7:30 wake up call on her way past the front desk. She trusted that
when she received that call, she’d be much better rested than she’d
been today.
Chapter 4: Thursday
Morning
“You must be Emma!”
Blinking, Emma looked up from her study of a copy of Time
Magazine and took in a tall, heavyset, matronly figure offering
her a warm smile. After a wonderful night of sleep, she’d beaten
the wake up call, checked out early, had time for a nice little
breakfast, and still been early to this appointment at Payless. And,
most importantly, her tolerance for dealing with manically cheerful
people was dramatically improved from yesterday.
“I’m Elaine Graham,” said the woman who was apparently Elaine
Graham. “It’s wonderful to see you in person after exchanging so
many emails. I always like meeting people in person better, you
know?”
Before Emma could politely confirm that she knew, Elaine prattled
on, asking how she took her coffee, how her flight had been, where
she was staying, and so on, only occasionally waiting for answers
to her questions. She did all of this as she bustled her way down a
series of hallways, motioning absently for Emma to follow. Emma
found herself smiling, liking this woman in spite of the fact that
she herself wasn’t much for idle chit-chat. Perhaps it was simply
a matter of appreciating a person who could be relied upon to fill
awkward silences, almost as if specifically hired to do so.
As they walked, Emma took in the spartan hallways, drab cubicles,
and lack of any apparent windows. Unlike Rhyta’s, Payless’s build-
ing had no facade that falsely promised fashionable architectural
splendor within. It was pretty much just a concrete bunker, whether
you looked at it from the outside or the inside. Emma wondered
who Payless thought might start shelling them during business
Chapter 4: Thursday Morning 25

hours. Perhaps they resold cannons to customers that were quick


to anger.
A few minutes later, she found herself seated in a conference room
with Elaine and a handful of men in business-casual dress. They
were introduced to her, but names and roles didn’t really register
except for Bruce McConnell, whose name she had seen CCed on a
few emails and who she knew to be Elaine’s boss. The rest of them
remained an indistinguishable mix of architects, project managers,
and miscellaneous interested parties.
After pleasantries had been exchanged and coffee furnished, Elaine
plugged in a laptop that must have been waiting in the confer-
ence room for her. She then launched briskly into a well-polished
presentation of what Payless was looking for and why. Emma
almost raised her eyebrows in her surprised reappraisal of Elaine.
Chatterbox or no, this was a sharp woman.
Once she’d finished, it was Emma’s turn to talk about her team and
their approach. “Before I show you the slide deck I have, I’d like to
explain a bit upfront so that we’re all on the same page here. Elaine
and Bruce, this is a bit of a recap of some of what we’ve discussed
over email, but I think I should touch on it for the sake of everyone
else here. We were referred here by a vendor of yours with whom
we did some work a couple of years ago, so if you’ve talked to them,
you probably know that we do things differently than a lot of so-
called software ‘consulting’ companies.”
“You mean because you do Agile?” asked one of the project-
architect-program-manager guys.
“No, not because of that. Everyone these days ‘does Agile,’ or at
least claims to. I’m talking about how we interact with our clients.
What you’re probably used to is issuing an RFP to a handful of
vendors, who scurry off to break the work into releases displayed
on Gantt charts with the explanatory caveat that this is all pending
a ‘discovery phase.’ Each phase has a ballpark cost associated with
it, and that rolls up into what they call an ‘estimate’: they’ll work
Chapter 4: Thursday Morning 26

for six months and charge you $600,000 to complete the project. But
they also tell you that actually billing will be ‘time and materials,’
which, they explain, means that you’ll actually be charged based on
the number of hours that it turns out to take.”
Elaine was smiling quizzically, Bruce looked interested, and the
management hydra was mostly nodding without realizing it. So far,
so good. Time to see how much honesty they had an appetite for.
“So, they give you this estimate but make sure you can’t really hold
them to it. Then they try slyly to get you to tell them what their
competitors are estimating.”
Bingo. She saw a couple of sets of eyes go wide in her audience,
meaning they thought she was some kind of soothsayer about
software consultancies. These firms had clearly done just that.
“The reason they do that is because they’re just making things up
out of thin air. They have literally no idea how much the project will
cost nor how long it will take, even rounded to the nearest quarter
million—or quarter year. What they’re trying to do is find the magic
number where they’re cheaper than their competitors, but not too
cheap as not to seem credible. It’s not an estimate. It’s a guess at
the figure you want to hear. But they can’t just go to the bottom,
because they might not seem credible, and they know that you’ll
line up all of the so-called estimates and pick the second cheapest
one. So their real goal is to try to be second cheapest, sort of like a
weird version of ‘The Price is Right.’”
Looking around the room, she saw even wider eyes, and a few
people looking self-consciously at their hands. Clearly a few of them
had just recently been lobbying for the second cheapest bid. But no
one was interrupting, which was a good sign.
“We don’t do that. I’ll freely admit that I have no idea what your
project is going to cost when it’s done. No one does. And one of the
first things that we do differently from those other firms is that we
don’t make up a figure for the sake of earning your business.”
Chapter 4: Thursday Morning 27

She pressed on before anyone could interject.


“I realize it’s a tough sell. You have budgets and people looking for
forecasts, and ambiguity doesn’t sit well in that world. The next
way that we do things differently is that we invite our clients to
consider software development as a service instead of considering
software as a commodity. You aren’t buying a web application the
way that you’d buy a building or a tractor or something. You’re
partnering with us to expand your organization’s capabilities. A
helpful comparison that I’ve used in meetings like this is to imagine
that you’re contracting for snow removal during the winter. If a
bunch of companies come in and tell you that they know how much
snow there will be and how much it would cost you, you wouldn’t
really take them seriously. What you’d want is an agreement where
they provide you with the service of hauling snow away when snow
appears and needs to be hauled away. We’re like that. When you and
your users discover that your site needs a better admin component
or a simple login mechanism, you let us know, and we do it.”
Perplexed silence.
“It’s truly a different way to think about software. The commodity
mindset has a lot of inertia behind it, because it’s how the world has
treated software since people first started incorrectly comparing it
to building construction. Someone mentioned Agile a few minutes
ago, and Agile is, at its core, a response to try to correct this.
Weekly sprints or iterations, working against a backlog—that’s
a service-based approach. But even when software development
shops advertise themselves as Agile, they still get lured back into
playing the long-tail, wild-guess estimate game. But not us. We just
don’t operate that way.”
There was a pause, and Bruce laughed a bit. “Wow, okay. I’m not
sure if that’s the best sales pitch I’ve heard in a long time or the
worst,” he said. That broke the tension in the room and people began
to shift and stretch a bit. “So how do you advise your clients when
it comes to project budgets?”
Chapter 4: Thursday Morning 28

Emma smiled a little mischievously and said, “Frankly, we try to


stay out of that and leave it to accountants,” which drew some
chuckles. “But really, we suggest that they start to think in terms
of a monthly software budget. It’s a question of what you want
departmental spend to be on growing your software’s capabilities
versus maintaining existing software. And where we come in is on
the capability growth end. When companies partner with us, it’s
with the understanding that, for some period of time, they’re going
to be spending more than usual on software growth. And, if we’re
doing our job well, when we’ve been helping you for a while, we’ve
either minimized your bottom line or bumped your top line enough
that the cost to have someone sustain what we’ve done should be
easily offset by the improved profitability.”
Both Elaine and Bruce were now looking at her thoughtfully, even
though some members of the peanut gallery looked a bit skeptical.
“And that brings me to another thing that we do differently. We
strongly prefer to work with you to assess how what we’re doing
is going to affect your profitability. Most firms will just take your
specs and then take your money, but we don’t want to work on
projects that we don’t think are going to be profitable for our clients.
It’s just bad business. If what we’re doing isn’t making it easier for
the company to find money to divert to software initiatives, then
we don’t want to be doing it.”
“Now, that said, I wouldn’t be here if it didn’t appear to us that
adding capability for merchandise management wasn’t going to
help you. It seems pretty clear cut that making merchandise man-
agement more efficient will mean more suppliers adding merchan-
dise, more purchasers purchasing it, and more profits for you and
for us. And I also think that we can work with you to build a backlog
where we implement things that allow us to test that assumption as
quickly and inexpensively as possible, minimizing your risk. So, if
no one objects, I’d like to go through my slide deck now.”
No one objected. Emma went through her presentation, noting that
Chapter 4: Thursday Morning 29

the folks in the room seemed receptive and, at times, impressed. This
angle was always a risk because talking frankly about strategy had
a tendency to encroach on the territory of managers and business
folks. But it was a good, “fail fast” risk, because her team didn’t
want to work with the sorts of organizations that didn’t think the
developers should be part of the strategy. And, here, it probably
wasn’t a terrible risk, since this was a referral. Payless clearly
already had some idea of how they operated.
At the end, there were a lot of earnest questions. Emma considered
this to be a good sign. One of the hydra heads asked her how
soon they could start, assuming they were awarded the contract,
and Emma told him that it’d probably be a couple of months. “Oh,
well, once we select someone, we’ll want to get started pretty much
immediately,” he countered.
“That’s fair, and we understand that. However, we’re engaged with
another client at the moment, and we won’t be wrapping that up
for a little while yet. If you like the model we’re offering, though,
there are other similar firms to whom we can refer you.”
Bruce looked a little puzzled. “Why don’t you just hire more bodies
while your developers finish out this contract? Frankly, you’re
impressive enough that I’m sure you can land more work for the
first team before they hit the bench, or whatever it’s called.”
Careful here, Emma thought to herself.
“Well, two things. First off, I’m not actually a manager; I’m a
developer. And secondly, we actually don’t have any interest in
expanding. We’re happy keeping our team intact, working on one
project at a time.”
Now Bruce looked truly puzzled. “Well, take it as a compliment
that I thought you were the manager, since you’re obviously pretty
savvy. But why didn’t your manager make this trip along with
you?”
“We don’t have a manager or any kind of role like that,” Emma
Chapter 4: Thursday Morning 30

offered. “We’re a partnership, like a law firm.”


Into the semi-awkward silence that ensued, Emma cracked, “You
know managers. They tend to like to get paid more than the people
they manage. So if we hired one, we’d have to bump our ballpark
rate from 80K per month to 100K per month. We prefer to manage
ourselves and pass the savings on to you.”
Bruce gave her a look as if to say well played. Then he asked, almost
philosophically, “So if you don’t have anyone managing you and
you avoid growth, do you have no desire to scale up in any way?
You’re passing on extra income left and right, I’d think. Why not
grow the practice and retire young or something?”
Emma felt a touch uncomfortable, but saw no reason not to be
honest. “We have a network of groups with skills and beliefs similar
to ours. New players are constantly getting added. Whenever we
turn down an engagement, we refer one of these groups, and we
take a cut. We currently have a pretty good stream of passive
revenue from referral business, and that seems to be growing. It
turns out that clients tend to be pretty happy with this model.”
By this point, everyone in the room looked pretty thoughtful, and
the conversation had hit a natural lull. Elaine wrapped things up
neatly by resuming her bustling air and saying, “Well, you’ve
certainly given us a lot to think about, regardless of what we opt
to do for this project—or, excuse me, ‘extension of capabilities,’ to
use your term, Emma.”
Taking it as a good sign that the mental model had stuck with her,
Emma smiled mischievously again and said, “So, I do have a letter
of intent in my bag, if you’d like to get started sooner rather than
later…”
That got a group chuckle. Bruce replied, “You were really good, but
not quite that good. We have a few other firms yet to talk to, and
we have to think about what we want to do about you not being
available for a couple of months.”
Chapter 4: Thursday Morning 31

Emma didn’t need Elaine’s conspiratorial reassurances on the way


out to know it was a good sign that Bruce was already thinking
about when her team could start.
Chapter 5: Thursday Night
Emma reclined in a chair in her den, sipped a beer, and let the mildly
unpleasant residue of airport travel evaporate off of her. It had been
as successful a trip as she could have wished. Rhyta was on board
for a successful ramp-down and, almost certainly, a good reference.
Payless seemed intrigued and likely to offer them the contract. And
she’d seen an email from Jim Abbot when she’d toggled her phone
off of flight mode.

From: [email protected] [James Abbott]

Subject: Broader Question

Hiya Emma,

I was intrigued by our conversation yesterday, in par-


ticular the part about staffing software teams without
needing project managers. We’ve been looking to staff
a PM role, but maybe we can get away without adding
that resource? Anyway, nothing formal. Just off the
record, wanting to see if I could pick your brain for a
few minutes.

Thanks!

Jim

She knew it was a little petty, but Emma couldn’t help delighting
in a wonderful irony to which Jim was probably oblivious. After
spending the vast majority of her career being called “resource” by
self-important project managers, it was satisfying to note who was
now expendable.
Part 2: The Corporate
World: You Are Here

Be forewarned. It’s going to get worse before it gets better. This part
may seem deeply cynical at times, but it’s necessary framing for the
parts that follow. After all, to convince you that we can and should
take rather dramatic steps to change our concept of careers, I first
need to convince you that the status quo isn’t so great.
I can easily recall my reverence for the corporate world when I grad-
uated college. College, after all, was dress rehearsal for adulthood,
while a corporate job was the real thing. No student was buying
himself a brand new car with a salary paid to him by some college.
That, my friend, was only for VIPs who had been ushered past the
velvet rope by a hiring authority somewhere.
I went to school at Carnegie Mellon University from 1998 to 2001,
and during my time there I watched people graduate from the filthy
dorms and fast food of college to the rich, yuppie world of twenty-
two-year-old kids making seventy thousand a year or more. It was
right in the middle of the dot-com boom, and what a time to be an
upcoming computer science graduate. The job market was so hot
and frenzied that the dean of computer science at our school called
a special assembly of my class in the year 2000, pleading with us
not to drop out to take jobs with desperate companies who couldn’t
be bothered to wait for us to graduate. It was a feeding frenzy. I
watched my older peers graduate, take high-paying jobs, buy fancy
cars, and rent swanky apartments. I couldn’t wait for my turn.
34

But, in a development that experts would knowingly predict after


the fact, the dot-com bubble, well…popped. I was at the head of
the line, having freshly graduated, and was taking interviews. They
would go well until, one by one, I’d be told things like, “We’re im-
plementing a temporary hiring freeze,” and, “Oh, we’ve just revised
our policy and we’re no longer hiring entry-level candidates.” I was
frozen out. Offers turned into “Oops, sorry,” and second interview
invitations turned into “We’ll call you when things settle down.”
It was actually a lot worse for those a little older than me. I hadn’t
signed any leases or bought any cars when the downturn hit. But it
was, in some ways, more discouraging. The club had closed when
I’d been the last person standing in line, waiting for admittance past
the velvet rope, and I’d never gotten so much as a glimpse at the
swanky wonders within. This combination of expectation and then
elusiveness made the corporate world seem even more formidable
to me. Not only was it the home for money, power, and influence
but it was also a fickle, cruel master that could shrug me right out
into the cold. Oh, how I wanted in.
35

Waiting to be let in

When I reflect back through a veil of experience and the accom-


panying cynicism, I realize I never had much of a chance with this
early outlook. My parents are both college grads with professional
master’s degrees, and both of them spent accomplished careers
working their way up to impressive director and C-level positions.
During the protracted job search and discouraging retail jobs that
followed my ill-timed graduation, they kept me from giving up,
reassuring me that I would eventually get my foot in that door.
They told me I’d even do better for the lessons I’d learned, dealing
with early adversity. They were right, as I’d learn much later.
And so it was that the corporate world remained in my mind some
kind of promised land, populated by people that I simultaneously
envied and wanted to emulate. While I was slinging cell phones at
Radio Shack, corporate people were out doing important, wonderful
things, like wearing slacks, having meetings, and zeroing their
Outlook inboxes. It got so bad that, at one point, I showed up to
a meeting with a guy who I’d met as a customer in Radio Shack.
He said that he had an e-commerce business venture and wanted
36

to talk with me about it. I thought it was a job opportunity. When


I got there, I found myself in an auditorium full of gleefully shifty
people cheering at a flip-chart drawing of a pyramid. They chanted
along in unison with the emcee of this affair when he demanded
to know why so many people were so unhappy: “because they’re
sick of having jobs!” You see, the allure of the Amway—excuse me,
e-commerce—promise is that the wonders of multi-level marketing
allow you to get rich passively while the suckers of the world go to
work.
It was a low point for me. As I sneaked out of there, dodging the
huckster that had tricked me into meeting him, I could almost have
wept with bitterness. Those lazy people, frothing with avarice and
glee at the prospect of suckering others out of their money. You
horrible human beings, I thought. I would give anything to have a
job. You’re the suckers—not the people who are collecting money to
do honest work.
Almost fifteen years have passed since that day, and their take on
the nature of nine-to-five work no longer offends my sensibilities
in the slightest. Don’t get me wrong. The enemy of my enemy is
not my friend. I find the value-destroying proposition of Amway to
be reprehensible, no matter how many stadiums and lobbyists they
buy as they dance narrowly within the realm of legality. But I also
find that many of the trappings of the corporate world are empty,
arbitrary, and life-wasting.
There’s an irony to a room full of get-rich-quick schemers criticizing
the citizens of the corporate world for being suckers. You have to
work extraordinarily hard to con enough people into a multi-level
marketing scam to make any real money at it—harder, in fact, than
people work in most nine-to-five gigs. It’s a lot easier to get roped
into an Amway meeting and be parted with your dollars to sign
up than it is to convince dozens of people to do the same and then
inspire them to convince dozens more each. But all of you reading
know people at the office that sit and browse Facebook every day in
37

lieu of doing any actual work. You all know people that contribute
exactly nothing to your group’s effort. You all know programmers
that, literally, do not know how to program computer software.
This means that we all know people who earn a comfortable wage
adding absolutely zero value to anything.
So is it really amazing that there’s a group of people out there that
feel spurned because they couldn’t hack it in the corporate world,
so they fork over $200 (or whatever the buy-in winds up being)
to go to a series of meetings that could aptly be titled “Catharsis
for Scumbags?” And how ironic is it that they’ve opted out of a
life of loafing for a comfortable wage in favor of pursuing a high-
risk, grueling, “entrepreneurial” career of moving endlessly from
one small con to the next? And how weird is it that, in spite of
creating such an unsavory personality cocktail of greed, laziness,
and stupidity, they’ve basically got the modern corporate world
pretty well pegged?
Does that sound harsh? Well, let me prepare you. This may be a
section of bleakness, but things will get better by the end of the
book. I promise. To understand where we can go, where we should
go, and how we might get there, it is essential to be completely frank
and forthright about where we are.
Chapter 6: The Corporate
Cave
I got a job, you know. That Amway debacle was almost certainly
the nadir of my post-college job search, and I’d like to treat you to
the kind of storybook redemption that had me land a job the next
day, but that didn’t happen. It would be months before I received
my coveted invitation to the corporate dance, but it did come, and I
knew vindication. I can still remember mouthing my new title with
a sense of reverence: “software engineer.” (Well, initially, “software
quality engineer,” but I won’t tell if you don’t.)
The job treated me well and provided me with some of my most
stable professional years. I lasted longer at that company by far than
I have at any since. I attribute this to how new I was to professional
software development and to an excellent manager that provided
me with plenty of challenges, autonomy, and air cover from organi-
zational politics (while still allowing me to observe them). I became
a sponge. A new chapter began in my own education, and I dual
majored in corporate politics and software development in the real
world.
As a fresh college grad, I had viewed the corporate world as a place
of remarkable constancy. This remained true through the years I
spent at my first job. Every three or four years growing up, I had
switched schools, but in the corporate world at that time, prevailing
wisdom held that you switched jobs every five to fifteen years. For
my parents’ generation, this number would have been even larger;
corporate jobs used to be more akin to marriages in duration. And
I was thus a young newlywed, convinced that the next fifty years
held nothing for me but business-y matrimonial bliss. I’d work hard
and prove myself, kicking butt on every rung of the corporate ladder
Chapter 6: The Corporate Cave 39

all the way to a corner office.


That multi-pronged strategy was partially effective. I worked hard
and kicked butt but remained on the exact same rung of the
ladder for five years. Oh sure, there were accolades, raises, glowing
performance reviews, and leadership responsibilities, but none of
this was codified into real career movement. As a matter of fact,
I didn’t even receive the ego-boost of a fancier title, which galled
me by the end and led me, for a time, to value titles to a degree
that I now find naively comical. After five years, the reverence
with which I had mouthed the title “software engineer” had been
replaced by bitterness.
Looking back, my overvaluation of title was just a symptom of
a deeper illness. And the deeper illness was the grand delusion
that the pyramid-shaped organizational chart is some semblance
of a meritocracy. It isn’t, and it’s not close. But I had some jobs
to hop before I’d figure this out. Back there at my first job, the
great unfairness of it all finally caught up with me. I had sole
responsibility for more than one software product, and I was now
the lead on other initiatives, leading people with more advanced
titles than mine.
I simmered and seethed like an unattended pot of chili left too
long on the stove, concluding that your value to the company and
your title must have nothing to do with one another. Ironically,
I wouldn’t learn until well after I quit that this wasn’t entirely
true. But before that, I took stock and realized that, regardless of
aptitude or skill, people “earned” their way from software engineer
I to software engineer V by waiting for five years and having it
handed to them. No matter if I was leading a team of IIs and IIIs
and getting more done than all combined. I hadn’t put in my five
years yet, so a software engineer I is what I would remain. I did
some math and had an existential career crisis at the ripe old age
of twenty-six. I’d be forty-eight years old before I reached software
engineer V, and the cartoon I had in my head of my career had me
Chapter 6: The Corporate Cave 40

as a VP or CTO by then. Something had to give.


Eventually (and before I would learn the silliness of my title-focused
outlook), I quit and left for greener pastures and more enviable
titles—or, at least, so I thought. In quitting, I learned one of the
most important lessons of my corporate career, which was that of
leverage. On my way out the door, I was offered more money and
the coveted software engineer II title. I didn’t take it, having been
soberly schooled in “the dangers of the counter-offer” by a recruiter
taking himself entirely too seriously, but I did note it. For all of
their talk about meritocracy, corporations seemed lightning quick
to reassess your “merit” when you had other options. Five years
of saving troubled projects, producing miracles, and running teams
hadn’t earned me software engineer II. But offering resignation did.
Lesson learned.
Growing up, the world had been simple. We went to class, took
the occasional aptitude test, and then went in different directions,
depending on our scores. At the risk of sounding cocky, I’ll tell
you I spent a childhood acing standardized tests and being put in
advanced classes. At the time, it seemed overwhelming, but next
to the corporate world, it was easy. Show up, get a good score, get
“promoted.” The criteria were objective and unassailable. You never
had to threaten to drop out of school to get into AP physics. That had
continued through college as well, this paradigm of taking tests and
being judged. And yet, in the corporate world, there was nothing
like it. There was no objectivity. In college, if you’d gotten a C and
marched into the dean’s office to announce that you were quitting,
the dean would have laughed at you, but in the corporate world, it
apparently resulted in them changing your grade to an A and asking
you to stay.
After leaving that first job, I started reflecting upon this a good
bit. It could be argued that I became mildly obsessed, attacking this
problem, mentally, the way that so many of us attack an intractable
bug. I ruminated and even brooded about it at night, when I should
Chapter 6: The Corporate Cave 41

have been paying attention to my girlfriend or even working on


various side projects. I fixated. I needed to understand. How did the
strange world of office politics work, and why was it so different
than the relatively simple world of software problems?
One of the oldest pieces of philosophy that exists is Plato’s Allegory
of the Cave. In it, Plato describes a tribe of people that live in a cave
and are bound so tightly and inescapably that they cannot move at
all—even to turn their heads. And they are fixed in place to stare at
the cave wall. Behind them, people enter the cave periodically, make
fires, and put on puppet shows for the cave dwellers. All that the
bound cave dwellers can see are the shadows from the puppeteers,
who are tricking them. Those shadows are almost the entirety of
their lives, and they measure social rank on the basis of who can
best predict future movements of the shadows and remember past
ones.
Now, imagine that a puppeteer unbinds one of the cave dwellers
and shows him the fire and the puppet show. It would irrevocably
alter the cave dweller’s world and perception thereof. Further,
imagine that the puppeteer removes the cave dweller from the cave,
altogether, and shows him the full, vibrant world of the sun beating
down on the countryside. The cave dweller would be changed to
such a degree that his former life would be inconceivable. Now,
imagine trying to put him back there with his former friends,
exchanging social status on the basis of how well they remembered
moves of the shadows and how well they could predict their next
moves. He would predict the next moves easily, take no pleasure in
doing so, and find his former friends unrelatable and pathetic.
My first resignation was my initial step away from the cave wall. I
wasn’t out in the countryside, taking in the full splendor of human
existence, but nevertheless, I’d won an important victory. I should
mention at this point that it may seem a bit dramatic to compare
corporate workers to the cave dwellers. I’d ask you to ignore the
Matrix-like implication that corporate workers are so sheltered
Chapter 6: The Corporate Cave 42

and trapped that their entire lives are shams. Rather, I invoke the
Allegory of the Cave to convey that there are layers to how the
corporate world works and how, once you see them, you really can’t
un-see them. Your perception is changed. This section is about my
journey from naivety to relative understanding—relative in that it’s
allowed me to play the game well enough to get ahead in short
order.
Chapter 7: Growing Up
During the course of my aforementioned brooding about the cor-
porate landscape, I came to perceive some common archetypes. At
my first company, if you took one of the developers’ years in the
corporate work force, divided by five, dropping any remainder, and
added one, you could predict his or her level of software engineer.
So as someone with fewer than five years, I was four-fifths, which
rounds down to zero, plus one, equaling software engineer I. Some-
one with seven years would be software engineer II, while someone
with seventeen years would be software engineer IV. And so there
was an archetype whose position could be predicted entirely as a
mathematical function of “number of years managing not to get
fired.” Indeed, this was the source of my eventual bitterness at that
organization. If I were honest with myself, no small part of that
feeling was self-disgust for having tried so hard when it clearly
didn’t matter.
The next archetype that stood out was the people who had in-
explicably cut in line somehow. What I mean is that my boss’s
boss was the VP of engineering, and his roughly twenty years in
the professional work force did not square with “floor(x/5) + 1”.
He should have been a software engineer IV, not my boss’s boss.
I hadn’t worked out the math for “boss’s boss,” but surely that
would have to wait until you were eighty or something. This was
even more befuddling when I considered the CEO, who was even
a bit younger than his subordinate, my boss’s boss. Once LinkedIn
became a thing, I vaguely recall looking at their profiles and those
of some other, similarly inexplicable folks, and realizing that some
kind of black magic was at work. The black magic seemed to center
around switching companies.
Another archetype that I noted was the “line manager as principal
Chapter 7: Growing Up 44

engineer emeritus.” If you’d given the company something like


twenty-five-plus years, it appeared that you inherited some kind
of director/manager position as a sheer product of longevity. It
reminded me of the papacy, but without much competition, since
the number of people that hung around that long tended to be small
enough that it was just a question of waiting for the previous guy
to retire. It’s like the papacy in the sense that a lifetime of service
gets you a crack at the boss role when you’re probably not far from
retiring either way.
Since I was looking for patterns, I noticed these key archetypes
and other comparably minor ones. There were the insufferable
(transparent) boss imitators, though these were not normally engi-
neers. There were the “oh noes, don’t take my keyboard” reluctant
recipients of promotions to project manager. There were the over-
working, self-flagellators that put in sixty-hour weeks for no reason
I could discern and to no benefit. And there were intense loafers
whose contributions I struggled to grasp.
At this point, I could continue to walk you through the evolution
of my perception of the corporate landscape, but my chronology
from here forward isn’t especially interesting. Instead, I’ll offer a
framework of thinking about corporate citizens that makes sense of
and encapsulates the archetypes I’ve described so far. To do that,
let’s turn back the clock.
Think back to being a kid. You can probably remember a rather
dubious rite of passage that occurred when you figured out that
you weren’t going to be a sports player, lead singer, or Hollywood
star. You probably felt sad even as your parents sighed with relief
that you’d never be explaining a manual labor gig as your “day job.”
State lotteries notwithstanding, giving up on improbable dreams is
considered by society to be a measure of maturity.
If you think about this, the easy message to hear is “you’re not going
to be great, so give up.” But that’s not what’s actually being ex-
pressed. The real lesson is that the expected value of these vocations
Chapter 7: Growing Up 45

is horrendous. For baseball players, actresses, and rock stars, there’s


a one in a million chance that you’ll make ridiculous sums of money
and a 999,999 in a million chance that you’ll make $4,000 per year
and have half of it paid to you in beer nuts. The expected value of
these “careers” is about a $4,200 per year salary and a handful of
beer nuts. So the message isn’t really “give up because you’ll never
make it” but rather “steer clear because anything short of meteoric
success is impoverishing.”
The better play, we tell our children, is to head for the corpo-
rate world where the salaries range from minimum wage in the
mail room to tens of millions per year for CEOs of international
conglomerates. Most importantly, you can find every salary in
between. If you aim for the heights of CEO and fall short, mid-level
manager making $140K per year isn’t a bad consolation prize. And
so a funny thing happens. We consider it to be a rite of passage
to abandon the delusion that one will be Michael Jordan, but we
encourage the delusion that one will be Bill Gates until people are
well into middle age.
That’s right. “The delusion that you’ll be Bill Gates.” You won’t be
him. You won’t be a CEO, either, unless you pop for your state’s
incorporation fee and give yourself that title. You’re about as likely
to “work your way up” to the CEO’s office over the course of
your career as any given child is to luck into being the next multi-
platinum pop star. So it’s a rather strange thing that we tsk-tsk
children for indulging pie-in-the-sky fantasies past a certain age
while we use nearly identical fantasies as the blueprint for modern
industry. Kid wants to be Justin Bieber? Pfft. Thirty-year-old wants
to be Mark Zuckerberg? Sure, why not? Keep working hard, kicking
butt, and acing those performance reviews, and someday you’ll get
there!
Pfft.
It took me five years in the corporate world to realize that working
my way up the ladder to great heights was about as likely as
Chapter 7: Growing Up 46

my childhood ambition to play for the Chicago Bears had been.


Some may figure this out much sooner, but I suspect that many
never actually figure it out. And the cost of not figuring it out
isn’t particularly high. I was comfortable as I went nowhere fast—I
wasn’t playing guitar in a bar for beer nuts.
Chapter 8: Cynical Theories
of Management
One might consider me to be a something of a cynic. (I submit that
I’m actually just an impatient optimist, but that’s a story for another
time.) I certainly feel cynically toward the corporate structure as it
exists today, but before I get too deep into my assessment, I’d like
to discuss some that I consider to be a good bit more cynical than
my own.
This is a drawing by a cartoonist named Hugh MacLeod (of gap-
ingvoid.com)³ that’s ingenious in both simplicity and critique.
Drones at the bottom, ruthless manipulators at the top, and a
creamy center of buffoons. These are the ones that think they’re
going to make it to the top. They won’t. And they’re clueless to that
fact. They’re the kids that still think they’re going to grow up to be
Jennifer Lawrence.

Hugh MacLeod’s Company Hierarchy

Venkatesh Rao took this cartoon, combined it with the television


show The Office (American version)⁴, and created a spellbinding
and beautifully provocative theory of corporate management that
cut to the core. The Gervais principle,⁵ as he coined it, refined
the Dilbert principle, which was itself a refinement of the Peter
³http://gapingvoid.com/
⁴http://www.nbc.com/the-office
⁵http://www.amazon.com/The-Gervais-Principle-Complete-Ribbonfarm-
ebook/dp/B00F9IV64W
Chapter 8: Cynical Theories of Management 48

principle. The two Gervais principle predecessors were cynical to


the point of comedy, whereas the Gervais principle is cynical but
accurate to the point of tragedy.
The Peter principle⁶ holds that people are promoted until they prove
incompetent in their roles, and there they remain. Competence
is rewarded with promotion and incompetence is rewarded with
the status quo. The Dilbert principle⁷, with more of a knowledge-
worker focus, rings true to those of us who have seen terrible
programmers promoted to project managers. It states that bad
employees are promoted into management to prevent them from
doing damage with their incompetence. The Gervais principle, with
its “sociopaths” (“ruthless manipulators,” in the cartoon), “clueless”
(“creamy center of buffoons”), and “losers” (“drones”) gives a lot
more credit to those at the very top, which, in my opinion, makes
it far more accurate in its reasoning about corporate leadership.
This principle says that the sociopaths that run the organization
knowingly overpromote dedicated but relatively inept people into
middle management.
Why would they do this? In middle management, these clueless
folks serve various ends for the sociopaths. But the most important
ones are “foil” and “buffer.” As foils, they can be cannon fodder
on projects with low chances of success and they can be blamed
when things go sour. The buffer play is a bit subtler. The sociopaths
that run the company have power, influence, and lives that make
most people jealous. The losers at the bottom rungs of the corpo-
rate ladder are jaded line-level employees resigned to a relatively
powerless lot in life. They put in just enough effort to remain in
good standing at work and remain aware that their employment is
a pretty bad deal for them and a pretty good deal for the sociopaths
at the top. A lot of direct interaction between the executives and the
rank and file would quickly lead to resentment. So these high-level
sociopaths overpromote a handful of the low-level losers who put
⁶https://en.wikipedia.org/wiki/Peter_Principle
⁷https://en.wikipedia.org/wiki/Dilbert_principle
Chapter 8: Cynical Theories of Management 49

forth disproportionate amounts of effort. These former losers enter


the clueless ranks of middle management to act as a buffer. The
remaining losers can’t really hate the promoted clueless because the
clueless aren’t calculatingly taking advantage of them. The clueless
believe that they’re on track to be CEO while the losers and the
sociopaths both know that’s absurd. In the The Office, Michael
Scott represents this archetype—incompetent, fanatically loyal to
his company, and clearly not headed for the C-suite, whatever he
might think.
If you want to really conceptualize this and have it driven home,
consider a hypothetical scenario as follows. The CEO of some
large organization with thousands of developers decides to hold a
mandatory contest to see who can write the “best” web application,
whatever “best” means (left vague intentionally). The contest will
be done on the developers’ own time, but the winner receives a
$50,000 bonus and a promotion to CTO. Picture what happens next.
A solid majority of the developers roll their eyes, spend an hour
implementing some hello world kind of thing because it’s required,
submit it and forget about the contest. A sizable minority heads in
the complete opposite direction and goes absolutely nuts compet-
ing, certain that they’re going to win that sweet, sweet prize. These
developers pour hundreds of man-hours each into it over the course
of months, completely losing sight of the fact that they’re each
individually contributing tens of thousands of dollars in free labor.
Who wins? Well naturally, it’s the developer who figured out that
his sister is friends with the CEO’s favorite nephew, parlayed that
relationship into favorable treatment, and then plagiarized some
web app from GitHub.
What’s the fallout of this? The losers always understood that the
contest was pretty hokey and probably too good to be true, so
they yawn at the CEO and his nepotism and figure it’s business
as usual. The clueless are disappointed, but they know that the
best, most qualified candidate won. They had their chance but just
Chapter 8: Cynical Theories of Management 50

didn’t quite work hard enough. They vow to work even harder next
time, and the company sells their free labor for millions, earning fat
performance bonuses for the sociopaths at the top. The sociopath
who cheated earns a seat in the executive room.
Do the losers resent the C-levels? Sure. Do they mutiny? Not if
the clueless are promoted into a role above them. The clueless
so genuinely believe in the organization and its wisdom that it’s
impossible for the losers to hate them. What they feel for them is
a mixture of pity, disgust, and occasional gratitude (if they happen
to be nice or generally benevolent in application of power), but not
hate. The losers satirize them in cartoons with pointy haired bosses
and they gossip about them around the water cooler, but because
of the clueless buffer, they don’t collectively revolt and go out in a
blaze of spite.
In effect, the clueless create two different organizations within one
organization. There is the organization of losers and clueless, where
putting in sixty-hour weeks and being obsequious lets you claw
your way up a few of the bottom steps of the pyramid. And then
there is the organization of clueless and sociopaths, where putting in
sixty-hour weeks and being obsequious keeps you right where you
are with that next level of advancement always being oh-so-close-
but-better-luck-next-time. Creating the bottom level organization,
where tripping over yourself to provide free labor is rewarded with
small stakes promotions, allows the top level organization to sustain
a model where the losers and clueless get terrible economic deals
and keep coming back for more. The clueless have no idea this
is occurring and the losers understand it but have no appetite for
rebelling against their clueless managers who are answering emails
at three in the morning and working sixty-hour weeks. The people
they’d actually like to rebel against are, quite simply, out of reach.
Chapter 9: Defining the
Hierarchy (With Less
Cynicism)
Venkatesh’s treatment of these archetypes is wonderful, and you
should buy his book⁸. In particular, the sections that describe how
these archetypes deal with one another are absolute goldmines of
strategic understanding of corporations and their players. But I
have three main problems with using the archetypes, as described,
to elaborate on my own theories of corporate politics: (1) the
names themselves, (2) the assertion that overperforming middle
managers are generally idiots, (3) and the placing of corporate
citizens into one of three buckets on the basis of assigning them
serious shortcomings.
In terms of the specific shortcoming buckets, the losers are some mix
of lazy and cowardly, having given up on the idea of controlling
their own destinies. The clueless are idiots that don’t understand
the nature of their relationship with the organization. And the
sociopaths are ruthless users and manipulators of other people. All
three archetypes are mainly defined by their core flaws.
This seems to work well as shorthand and for catharsis. Frequently
I feel the need to completely withdraw from the corporate world
and recharge a bit, and whenever that happens, I bask in this sort
of cynical characterization. The structure and those who inhabit
it are flat out ridiculous. But when I take a few deep breaths and
calm down, I just can’t make myself view anyone who works at a
corporation as most aptly identified by what’s wrong with them.
When every component of a system appears to be functioning
⁸http://amzn.to/1TZmREC
Chapter 9: Defining the Hierarchy (With Less Cynicism) 52

poorly, one has to consider that it may be the system, not the
components, that isn’t working.
I thus prefer not to think of corporate citizens in terms of their
shortcomings. Instead, I think of them in terms of what the modern
corporate structure has done to them—broken the losers, tricked the
clueless, and forced the sociopaths into ethical conundrums. I don’t
agree that the corporate structure is optimal or inevitable, and I
think its deep flaws show themselves through the human beings
that execute its various rituals. Don’t think of what’s wrong with
these folks. Instead, think of what they’ve lost.
The loser is pretty simple to size up in terms of loss. What’s
generally been taken away from most line-level employees who lack
organizational faith is their hope. These are people from whom you
can expect to hear pithy consolation narratives like, “I don’t live
to work—I work to live.” The loser has forked over any real hope
at a dream life in favor of small optimizations designed to make a
common grunt’s situation more livable.
What’s been stolen from the clueless is a bit subtler, but I’ll couch it
in terms of information. A sense of perspective has been stolen from
them by the rat race, resulting in wild overvaluation of perks and
honors conferred on them by the organization. Part and parcel with
this is the cognitive dissonance of assuming that their ascension in
an organization was the result of merit and hard work rather than
inevitability and patient waiting.
The most difficult to assess is the sociopath, who has an enviable
position at the top of the organization. It’s easy enough to think that
sociopaths are the ones taking things from the other two archetypes
and thus are sitting pretty themselves. But in reality, their position is
something of a default one. They refuse to cede hope and they refuse
to cede perspective, so they acutely understand that the corporate
citizenship game is one where the only outcome of playing by the
rules is to lose. And so what they give up is the ethical compass they
had when they began their corporate journey.
Chapter 9: Defining the Hierarchy (With Less Cynicism) 53

I’ll offer a temporary diversion into some terms coined by Karl


Marx that roughly parallel the organizational dynamic. Generally,
when one thinks of Marx and gets past the modern political notion
of communism with the vacuous partisan squabbles it inspires (at
least in the USA), the terms that come to mind are “bourgeoisie”
and “proletariat.” (The latter was also made famous by George
Orwell, in whose 1984, a free peasant class was referred to as the
“proles.”) A lesser-known term is “lumpenproletariat,” and it refers
to mercenaries and criminals that are products of the system, so to
speak. It’s easy to think of the CEOs and jet setters of the corporate
world as bourgeois, but resist this temptation. Mid-level managers
(clueless) are the corporate bourgeois, while line-level employees
(losers) are proles. Sociopaths are lumpenproles. They are the Jean
Valjeans of the corporate world, with clueless Javerts as their foils,
should those clueless ever come to understand that the sociopaths
win by cheating.
Sociopaths are the most quickly disillusioned and repulsed by the
corporate rat race, and they recognize that the path to real success
and influence is to cheat while everyone else toils away in good
faith. They give up guilt-free operation in favor of a feeling of
dirtiness as they cut in line to get to the top and make decisions
that impact the lives of others. It’s easy to think, particularly given
the “sociopath” moniker, that the offices of corporate movers and
shakers are filled with remorseless villains, but that’s really not the
case. For each true psychopath that gleefully steps on people to get
to the top, there are far more that regret various stones along the
path.
I’ve spent a lot of time in a lot of different organizations of different
sizes and domains, and I just don’t run across cartoonish people like
Michael Scott and Dwight Schrute. By and large, the people in these
organizations, at all levels, are relatively well-intentioned, reason-
ably intelligent, and doing the best that they can on the micro, day-
to-day level. Corporate structures are, however, substantially less
than the sum of their parts, so good faith efforts on a small scale are
Chapter 9: Defining the Hierarchy (With Less Cynicism) 54

perverted into rampant dysfunction writ large across the face of


industry. Organizations are pathological, as Venkatesh points out,
and they are pathological in a way that corrupts their components.
It’s for this reason that I propose that we rename the losers, clue-
less, and sociopaths to “pragmatists,” “idealists,” and “opportunists.”
Their roles and dynamics remain the same, aptly described by
Venkatesh. But these suggested new names soften our attitude
toward them. Pragmatists are line-level employees who find value
in life outside of work, mainly because the hope of any meaningful
advancement and enjoyment of their profession has been taken
from them. Idealists believe heartily in the meritocratic company
(and organizational superiors) as a benevolent steward of their ca-
reers because perspective has been taken from them. Opportunists
refuse to yield hope or perspective and recognize that the only way
to win the corporate game is to play by their own rules. In this
realization, they give up ethical certainty and human connection.
Opportunists play a lonely, sad game to get what they get.

My Company Hierarchy

But, as I mentioned, the dynamics are not altered in the least. Prag-
matists contribute as little as possible to preserve stability, getting
a bad economic deal and recognizing it. Idealists, believing in the
company, work even harder and make their economic deal even
Chapter 9: Defining the Hierarchy (With Less Cynicism) 55

worse. Don’t be fooled by a slightly higher salary and meaningless


perks like offices and parking spaces. Working 50% more your entire
career to eventually get paid fifteen thousand more per year is
an abysmal deal, compared not only with opportunists’ deals but
also with minimum effort, lower-wage pragmatists’ deals. And the
opportunists feeding the grist to the mill certainly overpromote
idealists because of strategic necessity rather than any kind of merit.
Even with different labels and humanized, sympathetic considera-
tion, the show must go on. It just might be easier for you to see what
role you have when they aren’t all described so negatively.
I should also mention that, in spite of the neatly drawn, layered
pyramid, you will find the occasional archetype representative
outside of the normal bounds. One will generally become an idealist
well before earning an actual promotion to any management role.
Opportunists are similarly fired in the forges of lower roles and their
opportunism enables their swift ascendancy.
Here’s a very simple example to illustrate these dynamics. Let’s
consider an employee named Alice, laboring away as part of a group
of line-level knowledge workers. In the group, there is an official
“team lead” position that has no reports but is a leadership role.
This role has recently been vacated, and the odds-on favorite to
replace the former team lead is a loud-mouthed, long-tenured guy
named Bob. Let’s further assume that this role is at least passingly
desirable to Alice.
Alice the pragmatist (formerly called “loser”) looks at this wistfully
and shrugs because she knows that, even though Bob is an idiot, his
assumption of the role is inevitable. She makes peace with that, feels
generally checked out at work, and enjoys her life in other ways.
Alice the idealist (formerly “clueless”) looks at this opportunity
and resolves to put in sixty-hour weeks to Bob’s fifty-hour ones.
She also begins to match Bob blow for blow in self-promotion,
grandstanding, and managerial posturing. She knows that, for the
short term opportunity, she’s unlikely to edge Bob out, but over the
Chapter 9: Defining the Hierarchy (With Less Cynicism) 56

long haul of several years of sixty-hour weeks, she’ll prove that she
deserves that role. The economics of working 50% more for free to
earn an eventual promotion never really occur to her.
Alice the opportunist (formerly “sociopath”) looks at the situation
and finds common ground with her pragmatist and idealist selves.
She realizes that she’s no match for Bob the incumbent but she also
knows that trying to prove herself one over the next five years is a
sucker’s game. Like her idealist self, though, she wants the role. So
Alice the opportunist updates her resume to include weasel terms
like “thought leadership” and, with plausible deniability, starts
interviewing for team lead roles at other companies, eventually
landing an offer and either taking it or parlaying it into being placed
in the role ahead of Bob.
Throughout the rest of this book, I will use this shorthand lib-
erally, describing corporate citizens as pragmatists, idealists, and
opportunists. Before continuing, however, it bears mentioning that I
understand the somewhat reductionist nature of this categorization.
I promise you that if you look around your office, you will find
an example of someone who doesn’t fit neatly into three buckets.
People can be outside of these categorizations. The purpose of the
shorthand here is to make it easier to describe corporate dynamics
and speak to general trends.
Chapter 10: Interviews,
Induction, and Nonsense
It is overwhelmingly likely that your initiation into the business
world was via a job interview. In fact, you probably dealt with
this mainstay of employment well before you dealt with Outlook
and meetings and whatnot. Fifteen-year-old you went down to
the local ice cream parlor and a haggard manager asked you why
you wanted to work there and whether you could keep your cool
when someone went nuclear over you being out of rocky road. You
probably thought it was a little stupid at the time. I know I did as a
teenager. But then, we had a lot of growing up to do. It would take
a couple of decades and dozens of interviews from both sides of the
table before I would finally conclude that the activity is not, in fact,
“a little stupid.” Rather, it is profoundly stupid.
Before I describe the history of the job interview and the degree
to which anyone has made empirical attempts to measure its
effectiveness, let me just describe how it actually works. I get that
you know how it works by rote—everyone does—but, please, bear
with me. It may be interesting.
Someone somewhere decides that a position is now open, and
the game is afoot. The person with the budget writes up a job
description in which he lists every skill that anyone could ever
possibly use. Then, he passes it on to human resources or recruiting,
depending on the size of the company. These folks, or perhaps an
outside recruiting agency, munge the job description together with
the official marketing on “careers at Acme Inc.” This marketing
includes stock photos of people of every imaginable race, creed,
religion and background, none of whom have ever worked at Acme
Inc. It also includes a description of the corporate environment that
Chapter 10: Interviews, Induction, and Nonsense 58

makes you wonder if you’re Pinocchio headed for Pleasure Island.


They have gaming stations, beanbag chairs, and, apparently—for no
reason you can discern—canoes.
In parallel, you’re putting together a resume and practicing your
interview skills so that you can do largely the same thing writ
small. You find yourself wondering, “Would it really be a lie if I
said I was proficient in Portuguese? I had a pretty good time at that
port bar when I went to Lisbon, and the bartender had no trouble
understanding me.” Once you’ve massaged your LinkedIn profile,
your resume, and various other self-marketing platforms to the very
flattering edge of dishonesty, you dispatch this profile into the ether
of some job site. Some matchmaker somewhere pairs you with the
company.
Next step: the phone interview! It’s not so much an interview
as it is a phone screen. The purpose of this call is for company
representative to determine whether or not you’re a lying bag of
crap. I don’t mean that she’s going to try to feel out whether you
really know your Portuguese. Rather, she wants to know whether
you have even the barest semblance of competence for a role in
which you claim to have five years of experience. Since she’s short
a team member, she’s really busy and calls ten minutes late. You
make awkward small talk and then dive into the meat of things.
You’ll both know quickly whether it’s going well, but even if it isn’t,
you’ll play out the string. Best case scenario is that you and she wind
up making pleasant, if slightly forced, small talk, and you hear who
will “be in touch with next steps.” In the worst case scenario, the call
ends quickly and the company pretends that you’re not a person
that exists on the planet, never bothering with any feedback at all.
Now, if you pass the phone interview, it’s time for the main show.
For your part, you put on uncomfortable clothes that you never
normally wear because that’s what you’re supposed to do. You then
make sure to arrive early and sit in your car until five minutes before
the interview so that you can show that you’re perfectly punctual
Chapter 10: Interviews, Induction, and Nonsense 59

without running the chance of being late. Again, that’s what you’re
supposed to do. If you’re nervous, it might not hurt to take a
mild tranquilizer. Basically, you want to show them that you’re
fastidious, impeccable, punctual, calm, cool, and collected, even if
you’re none of those things. Meanwhile, they’re taking similar if
less drastic steps, making sure that the office looks appealing and
whatnot.
Once you’re there, you meet eight different people over the course
of three hours and experience a moment of stomach dropping panic
when you realize that you didn’t catch that fifth guy’s name. But it’s
all good. You’re nailing it. You’ve practiced folding your hands in
front of you so that you don’t fidget, and you’ve practiced projecting
and making eye contact. You smile a lot, answer with confidence,
and gently pivot when you’re asked a question about which you’re
unsure. Finally, it’s over. You walk back to your car, looking good
on the outside and sweating profusely into your undergarments,
ready to drive quickly home to crack open a beer and unwind from
an intense day of pretending to be someone else. Now, the only
thing left is for both sides to determine whether an offer would be
appropriate for them and to negotiate over particulars. (In theory,
anyway. In reality, the company tends to act like it’s playing Roman
emperor at the gladiator games, offering thumbs up or down.)
And that’s it. In the end, it’s about four total hours of two parties
grandstanding and putting forward their best faces to determine
whether or not they should spend the next bunch of years working
together. If that seems reasonable, ask yourself if you’d go out for a
night of speed dating with the catch that you had to marry someone
by the end. The professional relationship between employer and
employee is just that—a relationship. And it’s an extremely close
and high-contact one, at that. Yet the matchmaking process em-
ployed by both sides loosely resembles buying an appliance. You go
in, size up a bunch of different ones, make superficial judgments,
ask weird questions of the sales associate to convince yourself that
you’re being deliberate and thoughtful, and then go with your gut
Chapter 10: Interviews, Induction, and Nonsense 60

either way.
How did this process come to be a standard part of hiring? Has it
evolved and been refined over the years into a speed-dating game
of chicken? Was it somehow worse than this in the past? Well,
mercifully, the answer to that last question is “no.” It’s not worse
than it was in the past. That’s because it’s not different than it was
in the past.
In 1921, tired of hiring college graduates that didn’t know as much
as he did, Thomas Edison made up a giant trivia questionnaire
to administer to inbound applicants. According to Mental Floss⁹,
questions included “Who invented logarithms?” and “Why is cast
iron called Pig Iron?” If you look at the sorts of questions that
modern day tech companies seem to think they’re cute for asking,
courtesy of cio.com¹⁰, they include such profundities as “Why is
the Earth round?” and “How much do you charge to wash every
window in Seattle?” If you mixed the two sets together, you’d be
hard pressed to tell the difference.
To summarize, almost 100 years ago, an aging, eccentric, and
incredibly brilliant inventor decided one day that he didn’t like
hiring kids that weren’t his equals in knowledge. He devised a
scheme off the cuff to indulge his preference and we’re still doing
that exact thing about a century later. But was it at least effective
in Edison’s day? Evidently not. According to the Albert Einstein
archives¹¹, Albert Einstein would not have made the cut. So the
biggest, trendiest, most forward thinking tech companies are using
a scheme that was dreamed up on a whim and was dead on arrival
in terms of effectiveness.
But surely it’s evolved somehow. Right? Well, no, at least not in
⁹http://mentalfloss.com/article/30000/thomas-edisons-eccentric-job-interview-
questions-cheat-sheet
¹⁰http://www.cio.com/article/2898797/job-search/top-10-oddball-tech-job-interview-
questions.html
¹¹http://alberteinstein.info/vufind1/Record/EAR000063385/Location
Chapter 10: Interviews, Induction, and Nonsense 61

any meaningful way. In this piece from Business Insider¹² about


the “evolution” of the job interview, we can see that what’s actually
changed is the media for asking dumb trivia questions. In Edison’s
day, interviewers had to get cute face to face. Now they can do it
over the phone, through a computer screen or even via a mobile
app. Who knows what the future will hold for the job interview;
they may be able to beam the stupid directly into your cerebral
cortex!
So, to recap, the job interview is a process that was dreamed
up on a whim about a century ago, never worked in the first
place, and hasn’t been altered since. Unsurprisingly, they haven’t
magically started working. According to a Washington Post article
and supporting studies¹³, the unstructured interview in which the
interviewer asks questions of his or her own choosing is actually
worse at predicting performance outcomes than simply looking at
resumes and not bothering with the activity at all. That’s right.
A more effective approach to hiring people than conducting these
types of interviews is not bothering to conduct them.
The only company that I’ve heard of actually being empirical about
the hiring process is Google, and they’ve come to a similar conclu-
sion. Laszlo Bock, the senior vice president of people operations at
Google, had the following to say in an [interview with The New
York Times].

We looked at tens of thousands of interviews, and


everyone who had done the interviews and what they
scored the candidate, and how that person ultimately
performed in their job. We found zero relationship. It’s
a complete random mess, except for one guy who was
highly predictive because he only interviewed people
¹²http://www.businessinsider.com/evolution-of-the-job-interview-2015-5
¹³http://www.washingtonpost.com/blogs/answer-sheet/wp/2013/10/26/why-job-
interviews-dont-work/
Chapter 10: Interviews, Induction, and Nonsense 62

for a very specialized area, where he happened to be


the world’s leading expert.

On the hiring side, we found that brainteasers are


a complete waste of time. How many golf balls can
you fit into an airplane? How many gas stations in
Manhattan? A complete waste of time. They don’t
predict anything. They serve primarily to make the
interviewer feel smart.

Bock and Google have been introspective about hiring and sought
to improve the way they do things—or, at the very least, be less
bad about it. After starting to discover that the traditional interview
process conferred no benefit, they ran experiments, such as hiring
people that had been narrowly rejected and evaluating their perfor-
mance. There was no difference between those originally slated for
rejection and those who were slated for hiring. Oops. But at least it
was corrected.
And that’s become a theme with Google. Not only have they
moved away from the insipid brain-teaser model, but they’ve
also introduced indirection into the process to prevent natural,
in-person biases from creeping in, such as a natural tendency
to hire taller or thinner people. They’re attempting to improve
and to correct injustices, which is laudable. But even after all of
the impressive work that they’ve done, the process is still not
especially effective. According to a [recent article written by Bock
(http://www.wired.com/2015/04/hire-like-google/)], the best cur-
rent technique they have as part of the hiring process gives can-
didates a test that simulates work they would actually do, but it
only explains 29% of a candidate’s future performance. This is an
improvement from the 14% rate of the unstructured interview and
from the 7% rate of checking their references, but it’s hardly a lock.
You’d have better odds at any game in a casino.
Chapter 10: Interviews, Induction, and Nonsense 63

And yet, hypocrite that I am, I have participated in this process for
years and continue to do so to this day. I take some solace in the
fact that my mechanism for interviewing candidates for software
development jobs is to ask them to write code and then to review
it with them, but even this I find to be marginally effective. The
reason that I continue to do it is not because I think it’s effective but
because, if I refused on principle, someone else would do something
to hire candidates, and what they did would probably be worse. I’m
doing the least bad thing I can in the short term, and I am writing
a book on how we can do it better—namely this one. But I’ll get to
offering solutions later in the book; recall, if you will, that this part
of the book is just about cataloging problems with the current state
of affairs.
It’s difficult to speculate as to why such an ineffective approach
has remained the unquestioned best practice of hiring for so long,
Google’s efforts to chip away at it notwithstanding. Most people
would probably contend that it has to do with cargo cult approaches
wherein we as humans default to unquestioningly follow the status
quo without thinking critically about it. And while I imagine there’s
an element of that, it’s rather hard for me to imagine it ensorcelling
the entirety of humanity for a century.
My hypothesis is that this is perpetuated as something of a subtle
perk for corporate idealists, the only ones who appear to benefit
from the process. As Laszlo Bock astutely pointed out, the main
purpose of the brain teaser interview question is to make the
interviewer feel superior. I would extrapolate this to the entire
process and expand the feeling of superiority to encompass an
illusory sense of situational control and agency. Idealists have no
real power from an organizational perspective, but controlling the
interview process does a fairly good job of simulating power.
With the odd exception, the traditional corporate interview process
is mainly a game in which corporate idealists create obstacle courses
and force supplicant pragmatists to run them. It is, by and large,
Chapter 10: Interviews, Induction, and Nonsense 64

only pragmatists that are hired this way, and it is also, by and
large, only idealists that conduct the process. Opportunists know
that sitting on either side of the interview table is a bad deal.
As interviewees, it’s just a question of sticking to tradition (nice
clothes, punctuality, not fidgeting) and hoping for good luck, and
as interviewers, it’s a fool’s game. If they give the thumbs up to an
awesome candidate, there’s not much benefit, since it will be the
hire herself that eventually receives accolades. On the flip side, a
thumbs up to a candidate that flames out quickly and spectacularly
will stick to the person who did the hiring. And worst of all, if they
give too many thumbs downs for whatever reason, they start to be
viewed as ineffectual leaders that can’t attract and staff talent.
With opportunists avoiding the game altogether, they maneuver
idealists into place so that they can act as proxies. There’s no real
organizational benefit, but the idealists don’t see it that way, as they
enjoy the superficial power and intrinsic ego-stroking. Opportunists
are out searching for the real pathways to influence, while idealists
are amusing themselves by forcing people to squirm and answer the
same idiotic questions they were once forced to endure. Ah, how the
tables have turned!
And the long suffering pragmatists? I’m about to get to them in
a whole lot more detail. But broadly speaking, they simply, in the
words of The Dude, abide.
Chapter 11: The Bad
Economics of Pragmatism
Any pragmatist fortunate enough to make it through the interview
process is inducted into the corporate world, as I was all those years
ago, grateful to have an honest days’ work that didn’t involve any-
thing resembling Amway. In a way, these new entry-level inductees
are as much organizational stem cells as they are pragmatists since
they have yet to choose whether to cede hope, perspective, or ethical
high ground. They’re too new. But that doesn’t alter the fact that
they’re given a company button-down shirt, a mug, and a seat in
the maze of cubicles with the pragmatists. You are the company you
keep.
Interestingly enough, when you first start out at a company, ev-
eryone you encounter will tend to look like an idealist. After all,
you’re a new and untrusted commodity and only the most intensely
checked-out pragmatists will risk appearing lazy or insubordinate
in front of an untrusted commodity. The pragmatists all put on ide-
alist masks for this occasion, and opportunists are always wearing
masks anyway. So as a newbie, you come into a world of apparent
unbridled optimism about the company.
But on a long enough timeline (and assuming you aren’t an idealist),
the pragmatists around you drop their guard and start to provide
a glimpse into their world of moral victories, labor shortcuts and
thinly veiled, familiar disdain for the company. They’ll tell you
knowingly that the boss tends to leave early on Fridays during the
summer and that no one would be any the wiser if you did the
same. They’ll roll their eyes (as they should) in exaggerated fashion
at you during the all-hands meeting when the company values are
explained. They’ll tell you, “off the record,” that you can just submit
Chapter 11: The Bad Economics of Pragmatism 66

the same status report each week because no one bothers to read
them anyway. Since they cede hope, not perspective, they’ll furnish
you with exactly the sort of information you need if you want
to minimize the contribution you make to the company without
jeopardizing your standing there.
In the movie Office Space, Peter got it slightly wrong. He described
the pragmatist charter as working just hard enough not to get
fired (or possibly hassled), but it’s not actually that. The pragmatist
shoots for security and predictability, so he works just hard enough
to sustain the status quo without risk. The difference is subtle but
important. It is indicative of a core characteristic of the pragmatist
mentality: risk aversion. Working just hard enough not to get fired
is a risky proposition because if you err just a bit, you get fired.
If you work just hard enough not to get noticed for slacking, then
erring a bit means a reprimand, followed by a relatively easy course
correction.
Assuming that you avoid the idealist lunch table in the cafeteria
(and you should really try to do that), you’ll gain the trust of the
pragmatists before too long. The barriers to entry aren’t particularly
high here. And you’ll find yourself surrounded by people who
define their lives almost entirely by valuations that are external and
usually tangential to the company. They extract meaning from life
elsewhere and signal that fact to others around them, sometimes
with talismans as trite as mugs that say, “I’d rather be camping.”
Think about the different pragmatists in corporate jobs you’ve held.
There’s always the “beer thirty” crowd that hits the pub pretty
hard after work and commiserates together about hangovers the
next morning. These people are signaling that partying is more
important than what they do in the office. Then there are the
“my family is my life” individuals with lots of photos, finger paint
art, and other sentimental keepsakes thrown up in every corner,
creating the illusion of a cubicle as a foxhole of family comforts.
These folks are signaling that they’re only doing the career thing
Chapter 11: The Bad Economics of Pragmatism 67

to make that nuclear family bliss just one notch higher on the
totem pole of awesome. Still other corporate pragmatists wear their
hobbies on their sleeves, be they motorcycle riding, fishing, crochet,
music, etc. They’re signaling that they were just a few bad breaks
in life away from an entirely different (and superior) career.
The particulars don’t matter, but the point does. Pragmatists have
their real thing that they care about, and it isn’t the job they’re
doing. This is an entirely rational means of ego salve, similar to
a teenager making a big to-do over how he doesn’t “believe in”
the prom because of some philosophy or another that he’s adopted.
Getting dates isn’t easy and the attempt may mean embarrassment,
so it’s a lot safer to create a choice narrative around not trying
in the first place. Corporations assemble themselves into pyramid
structures where advancement, like prom dates, is a zero sum game.
It’s a path of far less resistance to be the boozer, the family man, or
the woman with the Harley collection than it is to be the aspiring
CFO. Only the last item involves competition and the potential for
failure.
This isn’t to say that pragmatists don’t advance. They do, sooner or
later. But they do so in very limited fashion, being given titles in a
predictable cadence and, perhaps eventually a low pressure, token
managerial role with a random direct report or two. But that’s about
as far as you’re going to get without doing the thing that corporate
pragmatists refuse to do: marrying one’s identity to the company.
You’re not going to wind up in the C-suite if the thing you’re known
as around the water cooler is “the karaoke guy.”
In fact, think about the reputations of people around your office. At
the line level of the corporate ocean, where the pragmatists slink
about in the mud like catfish, you tend to remember people by their
hobbies, interests, preferences—really, everything but their career
ambitions. There are some exceptions to this, of course, but I would
argue that these exceptions are actually idealists/opportunists-to-
be. In other words, if you remember cubicle dwellers by their
Chapter 11: The Bad Economics of Pragmatism 68

personalities or their achievements, they are probably idealists and


opportunists, respectively, soon to be shunted up to their eventual
resting spot within the company. But I’ll talk in more detail about
those archetypes soon enough.
Now, imagine the portrait of a corporate pragmatist. He’s risk
averse and aware that he needs a regular job to keep up with the
mortgage, cars, and the expense of family. He works hard enough
at a corporate gig not to make waves, but he doesn’t work hard
enough to make other kinds of waves. At office Christmas parties,
he’s known more for his hobbies, interests, and family than for
anything he does at work. All of this is because he’s ceded hope.
There are people that are in charge and other people that later will
be in charge, but the idea of fighting to make himself one of those
people is prohibitively daunting. He’ll consider it from time to time,
sigh, pour himself a beer, and say something like, “You know, I don’t
live to work—I just work to live!”
This philosophy comes with a price tag. As a matter of fact, it comes
with a dreadful price tag.
Knowledge-worker pragmatists tend to be salaried exempt employ-
ees, meaning that they work for a salary and not a variable hourly
rate. And salaried exempt employment is an atrocious economic
deal, especially for programmers. To put an exclamation point on
it, let’s go through some numbers.
For the sake of easy math, let’s consider a pragmatist that is a
representative senior software engineer in the United States making
$100,000 per year. If you’ve ever been a manager (or a contractor),
you’re probably aware that there are 2,080 work hours in a year.
Let’s drop those eighty hours off of the end and assume that they
count as Christmas, Independence Day, etc., up to ten holidays
per year. So that means that the pragmatist works 2,000 hours and
receives $100,000, or $50 per hour. That’s a pretty good wage.
But then, consider the fact that his labor on the freelance market can
easily bill out at $150 per hour. I’ve seen this pay ratio play out in
Chapter 11: The Bad Economics of Pragmatism 69

multiple locations with multiple vendors. When I ran a department,


I routinely solicited software services and saw a pretty standard set
of rates come across. Bargain basement was $100 and top-of-the-
line specialized rate was $200. The blended rate would average a
senior developer generating $150 per hour in revenue for his or her
company.
So what gives? Why does this large gap exist? Well, because of all of
the expenses that an employer incurs on the worker’s behalf, all of
the perks of working for a company, and the stability, right? Okay.
Fair enough.
But let’s do some more math. Let’s assume that our pragmatist
gets four weeks of paid time off in some form or another—whether
sick, vacation, or personal. At $50 per hour, this is a benefit that’s
worth $8,000. Further, let’s assume that the employer pops for about
$12,000 in insurance benefits. We’re now at a total compensation
of $120,000. Let’s further add in $2,000 for financing a retirement
plan and another $3,000 in miscellaneous perks for a total of
$125,000. Finally, let’s add taxes and unemployment insurance on
for a generous extra $10,000 to bring the total to $135,000 in total
compensation. And then let’s add another $15,000 for, oh, say,
tuition reimbursement, 401K match, HSA kick, and perhaps other
exotic perks. We’re now at an even $150,000 for total comp, for the
sake of easy math. And this is almost certainly a wildly generous
figure¹⁴.
So the pragmatist takes home $50 an hour and costs his employer
$75 an hour, total. His employer charges $150 per hour, which
means that half of the revenue he generates is spent on employing
him and the other half goes into the company coffers to pay for
expenses, investment, shareholder profits, overhead salary, etc. Of
the employer’s cut for his time, 25% of it goes to the expenses and
perks and 75% goes to the company. You can think of this 75%, or $75
per hour, as a “stability premium.” Every hour that the pragmatist
¹⁴http://money.cnn.com/2013/02/28/smallbusiness/salary-benefits/
Chapter 11: The Bad Economics of Pragmatism 70

works, he’s forking over $75 for “stability,” which means not having
to pursue his own leads, handle his own finances, worry about legal
representation, and the like.
In case this still sounds good, the economics get even worse.
Is stability worth $75 per hour? That’s a question that I cannot
possibly answer for anyone but me since worth is in the eye of the
beholder. But what I will say is that with a full year of $75 per hour
(or $150,000 per year) in his pocket, a former pragmatist could hire a
commission-based salesperson and an administrative assistant and
still have money left over for incidentals (assuming he had the
upfront capital to pay the workers before leaders were generated).
No doubt about it, though, there is real value and peace of mind
in not having to worry about all that stuff. But still, compared to
owning an enterprise and having a small staff, working for the man
for the same pay is a vastly inferior economic situation.
And even that’s not the worst of it. You see, there’s another insidious
characteristic of the corporate world, which is that forty-hour work
weeks make about as much sense as laws that you can’t buy alcohol
on Sundays after 4:30 PM if you’re wearing blue and Mercury is
in retrograde. Don’t get me wrong. I’m not saying that there’s
anything wrong with working forty hours in a week. But doesn’t
it seem odd that everyone everywhere works roughly the same
amount of hours? There are strong societal incentives that start to
kick in if you go too much over forty (bad reputation for companies
as sweatshops) and if you go too much under forty (now you’re
a part-time employee and don’t get substantial medical and other
benefits). We’re funneled toward the forty-hour mark like cattle
being gently prodded into a single-file line.
Now, it’s not the forty-hour work week that’s the bad part here. It’s
the perverse incentives created by the forty-hour work week. Let’s
say that Fred, a senior software engineer and pragmatist, vacates
his position where he was making $100,000 per year. The company
puts you in as his backfill, for the same salary. Further, let’s say that
Chapter 11: The Bad Economics of Pragmatism 71

you’re way more efficient than Fred was. Within a few months,
you’re delivering twice the value to the business. So, assuming
Fred was paid $50 an hour and generating $150 per hour for the
company, you’re paradropped in and are paid the same $50 per hour
to generate $300 per hour for the company. That’s awesome! You
rub your hands together excitedly as you prepare to receive your
reward.
And you know what that reward is? If it were just, it would probably
be to have your pay doubled or at least increased by a modest 50%.
Otherwise, you should be able to keep the same pay and work the
twenty hours per week it takes you to do Fred’s job. I mean, that’s
what’s rational, economically.
I won’t hold you in suspense any longer. Drum roll please. The
reward is…
Well, it’s a hearty pat on the back, an “attaboy, keep up the good
work,” and a 5% cost of living adjustment (COLA) instead of a 3%
one in twelve months, at your annual review. At your $100,000
salary, that means that you get an extra $2,000 per year, which totals
out to $1 per hour. And that’ll start in a year, minimum, rather than
when you start providing the value.
So you make your company an extra $150 an hour by being
awesome, and they toss you a buck. And the next year, they toss
you another. Then, maybe in year three as an overachiever, you’re
“ready” for a promotion. They bump your pay by $10,000 annually,
bringing you up to a total increase, over the course of four years, of
$7 an hour. In your time at this company, you’ve earned them an
extra $1,200,000. They’ve responded by letting you keep $20,000 of
it.
Think about what this means. The difference between being an
efficiency machine for your employer and for being Fred is $20,000
spread over four years, which translates to $2.50 per hour. Now,
remember that at this point forty hours a week is a fixed, non-
negotiable, sacred figure. You, like any pragmatist, have to be
Chapter 11: The Bad Economics of Pragmatism 72

present and looking busy for forty hours per week. So your choices,
as an efficiency machine, boil down to “collect $50 per hour to
look busy but coast and duck out early when no one is looking”
or “collect $52.50 per hour to put the pedal to the floor and give
your all.”
The perverse incentive is that looking busy is far more important
to your career than adding value.
At this point, it bears mentioning that your employer isn’t screwing
you. It’s playing by the standard corporate rules. I mean, think about
it. What company is going to say, “You know what, let’s start paying
all of our devs $250,000 a year?” If they were publicly traded, the
shareholders would riot. These are the rules by which individuals
and corporations play and pay. It’s just that the rules are such that
non-ownership employees create gobs and gobs of surplus value
they don’t get back.
And that brings us back, full circle, to the reason that I call this
archetype “pragmatists.” While it’s true that they’ve ceded hope
to the organization, they haven’t ceded their sanity. The probably
don’t fully grasp just how bad their deal with the company is,
but they do understand intuitively that it’s a bad deal and that
the system heavily favors other players. They also understand the
sharply diminishing returns of working harder for a few extra
dollars per hour. They’re entirely rational to want to put up the
minimum effort required not to be noticed since that effort gets
them $50 per hour compared to $52.50 per hour for a lot more work.
So they’ll talk about sports instead of working. They’ll miss no
opportunity to show photos of their children. They’ll come in a little
late and hungover when the boss isn’t looking. And they’ll put on
a happy, idealist face when new people are hired. The pragmatists
will go along to get along, recognizing that, while their economic
arrangement with the company is a horrible deal, it could be worse.
Speaking of worse economic deals, let’s talk in depth about the
idealist.
Chapter 12: The Worse
Economics of Idealism
I’ve heard it said that if you sit at a poker table and can’t spot the
sucker within ten minutes, then you are the sucker. The same is true
of the idealist archetype. Recall that they cede perspective to the
company, and this cession comes with a pair of glasses that makes
everyone appear to be fellow idealists. But the idealist goggles hide
a lot more than just the motivations of other players around the
office.
If the company were a church, pragmatists would be the ones there
out of obligation, listening to the NFL pre-game on a surreptitious
pair of headphones whenever possible. Idealists are the true believ-
ers: present, pious, and engaged. To be an idealist is not only to
remain enthusiastic about the company but also to believe in its
canon, mythology, and cultural norms. And, above it all, it requires
believing in the company as one’s career salvation.
At any company, you’ll find a culture. But don’t go looking for it
on the “company culture” page of its website. Beer Friday, company
paintball outings, and goofy hat day aren’t culture—they’re a mar-
keting flier made three dimensional and brought to life. Ditto for the
company’s “values,” if your organization has enough bureaucracy
that someone’s been tasked with defining them. These only answer
the question, “What would make us sound good on a quarterly
report?”
A company’s real culture consists of its pecking order, the stories
long-tenured folks tell, the company-specific jargon, and the ap-
proach to making money and solving problems. And it’s by their
investment and belief in this culture that you can identify idealists.
Everyone will participate to some degree or another, but idealists
Chapter 12: The Worse Economics of Idealism 74

will relish participation and judge mutual status by it.


The reason for this is simple. Idealists fuse their identities with the
company’s identity. I’ll discuss this more in a bit, but suffice it to
say that this fusion means idealists are competing with one another
to be the top guru of the company’s culture. This, they believe, is
the way to demonstrate merit and to advance. It’s also the essence
of conceding perspective, since knowing all of the company’s lore
and using all of the company’s jargon contribute not a thing to
the company’s bottom line nor to the idealist’s prospects. It proves
loyalty rather than value.
Toward this end, idealists establish a currency of sorts that can be
thought of loosely in units of company culture. They put in long
hours, answer midnight phone calls, go to company events outside
of work, and practice using company jargon with the goal of earning
units of this currency and the things that it buys, such as perks
like a better parking space or first choice of donuts at the weekly
accounts meeting. Part of losing perspective is being willing to delay
gratification and make irrational sacrifices to obtain units of this
currency, which is completely worthless in the real world. And
anyone focused on obtaining this currency tends to assume that
everyone else is similarly focused, which makes idealists inclined
to assume everyone else is like them. This leads them to make
awful strategic and economic decisions as they endlessly chase the
seniority dragon.
Let’s look at two possible paths through the company: that of the
pragmatist knowledge worker and that of the idealist one. There
are 2,080 working hours in a year and forty working years in a
career for a grand total of 83,200 career hours. Let’s assume that
the pragmatist knowledge worker averages $100,000 per year over
the course of his career for a total of $4 million in earnings, while
his idealist counterpart averages $120,000 for a total of $4.8 million
in earnings. Just to recap here, that means that there is an average
of $20,000 in difference per year, which, for two people that start at
Chapter 12: The Worse Economics of Idealism 75

identical comps, is huge, given that it will probably be three years


before either one of them sees anything more than a COLA. And,
on top of that, pragmatists are much more likely to secure better
salaries by job-hopping while idealists stick around for decades,
taking whatever obligatory five-year raises the company deigns to
dole out. A pragmatist can match an idealist’s salary ten years into
their careers by jumping jobs twice.
And all of that extra pay later in the career doesn’t come cheap for
the idealist. It’s a life of midnight emails followed by 6:00 AM touch-
point meetings. The idealist misses children’s first steps because
he’s on a conference call with the Dubai people that’s really critical
for moving the company’s overseas presence to the next level. He
got a fat $1,000 bonus check when that deal was sealed! Over the
course of his career, the idealist pumps in sixty hours per week,
whereas his “slacker” counterpart gets by with a mere forty. The
idealist assumes that this is a symbol of his dominance over the
slacker. The reward is a corner office, fancier perks, and the right to
give orders and expect to be obeyed. Of course, that’s the least the
company can do, since the idealist actually works 124,800 hours to
the 83,200 hours for the pragmatist.
The real cost of those middle manager perks comes into true
perspective, though, when you consider that the pragmatist earns
$48.08 per hour for his career. Meanwhile the idealist, with the nicer
car, better office, and org chart authority earns $38.46 per hour. So,
pragmatists reading this, pity your pointy-haired boss in his Lexus.
He makes less than you do in real wages.
Yes. Adjusted for hours, a rationally checked-out pragmatist ac-
tually earns a higher wage than a harried, hard-charging idealist
working his way into the thick of middle management. Sure, a
snapshot later in their careers has the idealist making more, and,
by the end, probably even making more after all of the unpaid
overtime. But after how many years of taking a ridiculous haircut?
He never breaks even.
Chapter 12: The Worse Economics of Idealism 76

Why do idealists work such long hours? It isn’t because they sit
down one day and think, “Gee, if I put in sixty hours per week, I’ll
eventually get a slightly larger pay increase.” In fact, it’s precisely
because they don’t think that. It’s not really about hours. It’s
nominally about proving their dedication to the company’s cause.
But it’s really about proving their prowess within a constrained,
artificial environment.
Have you ever gone to a carnival where they sell you nine tickets
for $15, and everything costs four or eight tickets? You literally can’t
use all of the tickets you buy unless you spend $60 on thirty-six
tickets. What’s the benefit of using these tickets instead of actual
currency? Absolutely, positively none. It’s a complete racket put on
by the carnies to sucker you while you’re in a festive mood. They
introduce and value a currency that’s worthless anywhere but at the
carnival. There’s nothing even remotely impressive about having
loads of leftover carnival cash.
Let’s switch gears for just a second now and do a thought exercise.
What if I offered you a job for $100,000 per year? But wait, I’m not
done. What if I offered you that same job, but I told you that instead
of a cubicle, you’d get an office? And what if I told you that I’d add
“senior” or “principal” to your title? What if I told you that you’d
be on the meeting invite for a lot of meetings involving the CTO
and all of the most sought-after people in Outlook? What if I told
you that you could sit in on interviews, participate in performance
reviews for junior employees, and strut around like a boss? What
if I even threw in a gold watch or a company ring after five years
of service? Pretty sweet, right? Exactly. And that’s why I’m now
offering you only $66,000 per year for it. Sure, it may be a 33% pay
reduction from the original offer, but did I mention that you get to
sit in a room while you’re at work? A room with a real, particle
board door that you can totally close? That alone has to be worth
like forty grand, right?
You’d tell me that I was absolutely, completely insane if I in-
Chapter 12: The Worse Economics of Idealism 77

terviewed you and wrote you an offer like this. You’d go onto
Glassdoor and post such a scathing review that it would make their
servers explode. You would be insulted to the absolute inner core.
And yet, if I offered you the job and then made you this same offer,
slowly, over the course of a decade, you’d thank me, call me sir,
and ask for another. And that, my friend, is because you’ve been
inducted over the course of that time into the cult of seniority and
anointed as a card-carrying idealist.
The modern corporate structure robs idealists of perspective. It in-
troduces a bubble culture and funnels their natural competitiveness
into zero sum games for worthless prizes while opportunists quietly
brush past, looking for actual items of value. So what’s the danger
to the entry-level knowledge worker in hitching to a company? It’s
not that she’ll put in extra effort without compensation, which can
be a rational, medium-term play. It’s that she’ll get distracted by the
lights, noises, and fun rides at Pleasure Island and begin to hoard
carnival cash without realizing it. It’s that she’ll blink and ten years
will have expired. Her market worth will have soared far above
her pay while she’s collected offices, token titles, meeting invites,
and other baubles that have no value outside of the carnival. And,
worse still, she’ll have minimal leverage with which to go looking
for competitive offers, since she’s traded a whole ton of value on
the market for carnival cash. Being the resident expert on Acme
Inc.’s weird internal SAP installation may net a lot of water cooler
cred at Acme Inc. But Beta LLC hiring managers are going to raise
a skeptical eyebrow and say, “And that helps me how?”
Perhaps the most depressing part of all of this is that the ruling
opportunists understand how self-limiting and non-strategic the
idealist career path is. When looking for their next CFO, they’re not
looking for people that get comically over-competitive and dump
$200 into the fast-pitch game in a futile effort to win a $4 inflatable
bat. That’s not at all strategic. You can keep that person around,
even through frustration, simply by offering progressively bigger
inflatable bats. No CEO will take a middle manager that works at
Chapter 12: The Worse Economics of Idealism 78

a 33% discount in exchange for essentially nothing and promote


him into a leadership position to negotiate key deals. All he’d know
how to do is discount merchandise and services below cost until the
opportunist across from him finally took pity on him.
And so the idealist manages to squander an entire career, toiling
away for a company that views him working hard to level up
as a sign that he should never level up. He slams up against a
glass ceiling that applies only to those who play by the company’s
rules—a glass ceiling that prevents him from earning like the big
boys while forcing him to work way harder than the little guys
reporting to him, and for not a whole lot more pay. There may be
a moment late in the idealist’s career when he doubts that he got
a fair shake. But by the time this happens, it’s far too little far too
late, and the temporary cognitive dissonance is utterly crushed by
the opportunity cost of a wasted life. Sure, it was fair. He just didn’t
work quite hard enough or excel quite well enough to get to the top.
It never occurs to him that breaking the rules set forth by the
company was ever an option. And, speaking of rule-breaking, let’s
talk about the opportunist.
Chapter 13: The Lonely
Profit of Opportunism
Pragmatists concede hope and idealists concede perspective. Op-
portunists concede neither of these things, which creates initial
cognitive dissonance. New worker bees destined for pragmatism
learn and accept that there’s nothing they can do to reach the
halls of power. New worker bees destined for idealism drink deep
of the company kool-aid and assume that the company will take
care of them if they just prove their loyalty through clueless
overperformance. The common thread between the pragmatists and
idealists is the acceptance that their fate is in someone else’s hands.
Upon entering the workforce and being assaulted by a unified front
of idealist facade, the natural thing for fresh faced, entry-level folks
to assume is that the company marketing material is genuine—
Initrode is, in fact, a pyramid-shaped meritocracy! Each level of
the pyramid hosts a group of people that scored better on some
magical “awesomeness test,” administered on an ongoing basis by
the company. The assumption is magnified at companies known
in the media for being great to work at. You accumulate carnival
cash from day one at a company. If you never stop believing in the
“awesomeness test” and never stop trying to ace it, you pass some
point of no return. You become an idealist. When you figure out that
(said in The Matrix’s spoon kid voice) “there is no awesomeness
test,” the only decision left is whether you wind up an opportunist
or a pragmatist.
The opportunist-pragmatist decision is, perhaps, the most impor-
tant one that can be made for a career. Furthermore, it makes up
the core of this book. Consider the beautiful words of Shakespeare
through Macbeth.
Chapter 13: The Lonely Profit of Opportunism 80

To-morrow, and to-morrow, and to-morrow,


Creeps in this petty pace from day to day
To the last syllable of recorded time,
And all our yesterdays have lighted fools
The way to dusty death. Out, out, brief candle!
Life’s but a walking shadow, a poor player
That struts and frets his hour upon the stage
And then is heard no more: it is a tale
Told by an idiot, full of sound and fury,
Signifying nothing.

This nihilistic soliloquy is Macbeth’s reaction to the death of his


wife, but it could also be the words uttered by a pragmatist becom-
ing an opportunist and reflecting on his employer. Idealists have the
simplest corporate belief structure—they believe in the company as
some sort of custodial institution that is more than the sum of its
parts. Pragmatists don’t believe in the company, per se, but they
do believe in the strength of an opportunist for creating corporate
order. Whether they think she’s a visionary, an incompetent scion,
or a tyrant, pragmatists believe that the CEO possesses some kind
of intrinsic quality that they lack. It’s this quality that allows her to
become CEO. Opportunists recognize that neither belief is true.
Becoming an opportunist is to understand that the org chart and
what it represents is “but a walking shadow.” There’s really no order
or meaning behind it all. To put it more plainly, an opportunist
becomes an opportunist the day he figures out that, at the core
of things, no one in any position of power or authority at the
company really knows what they’re doing any better than he
Chapter 13: The Lonely Profit of Opportunism 81

does. I’m not saying that an entry-level kid knows finance as well
as the CFO—trade or tactical knowledge isn’t what I mean by
“know what they’re doing.” Rather, I’m talking about the gestalt
of business strategy and decision making. Opportunists realize that
there’s no play book and that everyone is just winging it behind
a carefully controlled facade. They recognize that the main fiction
of a company is one of fairness and order, neither of which is ever
actually present.
Once this realization sinks in, the budding opportunist develops an
initial contempt for the implied rules of corporate structure and
then, eventually, an indifference toward them. A traditional path of
advancement through an organization might be engineer I through
engineer V, followed by lead engineer, and eventually engineering
manager, VP of engineering, CTO, and CEO. This was the case at
my first company.
At five years per engineer numbers I–V, I could expect a lead
engineer role by the age of fifty. Then maybe I’d be an engineering
manager by sixty, VP by seventy, CTO by eighty, and CEO by
ninety. A pragmatist looks at this and says, “I’ll never be CEO—you
probably have to kiss a lot of backside or be someone’s brother to get
that job.” An idealist looks at it and says, “I bet if I put in sixty hours
a week and memorize the company handbook, I’ll be engineering
manager by forty-five and CEO by sixty-two!” An opportunist looks
at this and says, “I’m not going to waste my time getting good at
being an engineer, since that’s not going to pay off for twenty years
or so. Instead, I’ll spend my time at the office studying how the
current CTO and CEO managed to skip the promotion conveyor
belt.” This newly minted opportunist is only interested in playing
games that she can win.
To understand the mindset of an opportunist, consider an example
I once offered in my blog at daedtech.com¹⁵. I advised software
developers to file a “doing business as” (DBA), which essentially
¹⁵http://daedtech.com
Chapter 13: The Lonely Profit of Opportunism 82

means that they create a corporate entity, legally. Instead of doing


business as Jane Smith, sole proprietor, Jane can do business as
“JaneSoft.” I then advised these same developers to spend $120 per
month hiring a virtual assistant (VA) firm to help them perform
various tasks around setting up the infrastructure necessary for
a software consultancy (a website, bookkeeping, etc.). Finally, I
advised them to add “Managing Director, JaneSoft” to their resumes
and list management of a global team as part of their day-to-day
responsibilities. Having done this, a software developer has a pretty
compelling case to ask her boss for additional responsibilities or a
leadership position. If the boss doesn’t buy it, well, the developer
can start interviewing for management positions elsewhere with a
year of management experience at the top of her resume.
If you read this and thought, “You clever bastard—I admire you, but
I wouldn’t do something like that,” you’re a pragmatist. If you read
it and thought, “CHEATER,” you’re an idealist. If you read it and
started taking notes, you’re an opportunist. There is a rich implied
set of rules that govern corporate interactions and advancement,
and what I’ve just described is a violation of them. It’s unfair. And
opportunists don’t care. They do it anyway. Skirting the rules is the
only way to get to the top before you’re ninety.
This is smart, and it’s effective for advancement. It’s also lonely.
Group rules, norms, and ethics aren’t just about preserving order.
Whether we think of them this way or not, they’re also about
binding us together with a common set of principles and beliefs.
Rejecting those beliefs, even covertly, is an inherently isolating
activity.
Pragmatists band together in social groups, recognizing that none
of them will ever walk the hallways to power. They are relatively
unified in their feeling of outside-ness when it comes to the corpo-
rate vision. They may not be invited to the meetings and gatherings
where important people make important decisions. But they’re all
left out together, much like a gathering of hippies who couldn’t
Chapter 13: The Lonely Profit of Opportunism 83

afford the concert and make the best of it by sitting outside together
and getting inebriated. And, generally, they’re all right with that to
boot. Pragmatists aren’t looking to make waves via big decisions
and responsibility; they’re happy to leave that to others.
Idealists compete with one another (and, really, everyone, since
idealists believe almost all others to be idealists). But they’re steeped
in the shared culture of the company. Their competition, while
fierce, will often have an air of “may the best competitor win.”
They’re not unlike a high school football team with a deep, abiding
respect for their coach. They all want to start and will compete
intensely for individual glory, but, come game time, they’ll trust
in the coach-enforced, meritocratic decision making, take a knee,
and bring it in to the circle, giving a giant cheer for the team. After
all, the team is bigger than any individual.
Opportunists aren’t hippies, making the best of their situations with
“misery loves company” social gatherings. Nor are they competitive
jocks willing to put aside ego-driven tiffs for the collective mission.
They’re lone wolves and iconoclasts, though they may be morally
good, bad, or neutral. They step outside the cultural and even ethical
norms of the corporations that they inhabit and move about, usually
upward, unencumbered.
However, striding toward the tops of organizations (or founding
their own) requires a heavy social toll that the other groups don’t
have to pay. Bands of pragmatists can easily stay in the same
place, working side by side for years or decades, forming deep and
lasting social relationships. Idealists have each other and they have
the company, which serves as their social life. If they’re not busy
inventing the company culture, they’re slamming in mountains of
overtime for the nominal promotions and seniority that will allow
them to make up the buzzwords and establish the traditions that
define the company culture. That kool-aid guzzling and carnival
cash acquisition requires a lot of dedication and human interaction.
Opportunists do neither of these things, and they carry attachment
Chapter 13: The Lonely Profit of Opportunism 84

loosely. They bank on earning promotions that make their peers


become instead their reports—and suddenly. They’ll leap to another
company if it presents a situational advantage. They’ll remain aloof
from those around them if it creates the impression that they’re a
force to be reckoned with. And they’ll pretty much always do things
that strain the ethos of the company culture, resulting in loneliness
and sleepless nights—at least for a time.
Eventually, the opportunists slip their way through invisible cracks
in the glass ceiling imposed on idealists and wind up in positions
of power. To the pragmatists, it may seem that they’re charmed,
preternaturally competent, or lucky. To the idealists with their
illusions of the infallibility of the corporate culture, opportunists
have, by definition, earned it. To the opportunists themselves,
believe it or not, it just seemed inevitable the whole time. Once in
power, they bear the burden of pandering to both the pragmatists
and idealists, albeit in different ways.
In a moralistic sense, opportunists with a conscience may well make
a deeper sacrifice than pragmatists or idealists, counterintuitive as
it may sound. On the surface, both of those latter archetypes give
up money and power. Beyond that, pragmatists give up hope and
the notion that they can truly enjoy their work. Idealists give up
perspective and, frankly, a bit of their dignity, though they probably
don’t see it that way. But opportunists might just give up a bit of
their souls. They slice a hole in the social fabric that governs the
rest of the players so that they can get to a position of controlling
that fabric, and then they hypocritically sew it back up so that the
show can go on, full of sound and fury.
It’s the opportunists that most truly understand the pathological
nature of organizations, and it’s likewise the opportunists that
perpetuate it. I firmly believe the reason for this is that the nature
of the corporate game itself is negative sum. Think of it as Russian
roulette. Pragmatists resign themselves to the cruel whims of it.
Idealists scream, thump their chests, and embrace it. Opportunists
Chapter 13: The Lonely Profit of Opportunism 85

remove the bullets that correspond to their turn from the chamber
so that they’ll control the game and win. But all of them are the
worse for playing.
So as I wrap up the detailed discussion of the players in the
corporate hierarchy, I will again ask that you think of them not
in terms of their flaws but rather in terms of what is done to them
as they pursue, largely in good faith, their goals.
Chapter 14: Faux
Ownership—Managers and
Owners
The last few chapters have offered a detailed look into the politics
that drive garden variety organizations in the corporate world. In
fact, you are no doubt picturing a company at which you’ve worked,
categorizing the people that you know in it. Does this company have
1,000 employees? 10,000? 100?
It could be any of those, but I’ll also bet that you’re picturing an
established company. After all, I’ve offered a snapshot in time of a
company that’s existed long enough to have a “culture” but hasn’t
existed long enough that the culture is “panic because we’re circling
the drain.” To put a finer point on it, I haven’t really talked about
the corporate life cycle, offering instead a portrait of the company
as an adult near its prime.
To remedy that, I’ll talk about the birth and evolution of a company
in this chapter. (I won’t talk about the end of a company because it’s
not especially interesting—there’s simply a tipping point where the
opportunists bail and the company briefly staggers along aimlessly,
like a headless chicken in idealist defiance of its imminent death.)
In the beginning, there is an opportunist. Putting aside my archetype
jargon for a minute, that statement actually functions well in plain,
old English. The kind of person that would start a company is an
opportunist. But it also applies here in our domain as well.
Pragmatists wouldn’t start a company. They’ve ceded hope, and
starting a business is not something that hopeless people do. Ideal-
ists wouldn’t start a company because they don’t have the perspec-
tive to realize that they could enjoy success. To them, the path to the
Chapter 14: Faux Ownership—Managers and Owners 87

top is to hitch on with an existing organization, drink its kool-aid,


and prove themselves as understudies.
And so it’s left to opportunists to start organizations rather than
join existing ones. If you think about it, entrepreneurship is a mild
example of cheating against the backdrop of the “steady paycheck”
corporate world. You’re not supposed to gamble the children’s
college funds on a business venture, and you’re not supposed to
hang out in your parents’ garage until you’re twenty-eight, playing
with gadgets in the hopes that investors will come along. It’s a bit
more acceptable than hacking your way to the top from within a
company, but it’s still not congruent with “settle down, get a reliable
job, and buy a house.”
In the early going, the company is a land of opportunists. Each
subsequent equity partner or participant they bring on is another
opportunist. The reason for this is that exchanging labor for equity
is essentially tolerating risk in exchange for explicit power. They’re
betting on themselves.
When the company hires someone in exchange for salary or con-
tract pay, it has acquired its first pragmatist. There’s an interesting
implied dialog here, with the owners/partners saying, “we don’t
trust you enough to offer you power” and with the pragmatist
saying, “keep your pie-in-the-sky equity and give me a steady
paycheck.” This is the essence of the pragmatist condition. He
doesn’t really believe in what he and the company are doing and
he doesn’t believe he’s the kind of person that could parlay equity
into a huge payday. What he believes in is a paycheck and going
home at five o’clock.
For a time, the company undergoes an accretion process with
the opportunist-pragmatist binary alone. In this phase, it almost
exclusively adds pragmatists, though it’s not out of the question
that it would pick up another partner or two along the way. This
is sustainable for a time. But a knee point is coming, at which time
the first idealist will be minted.
Chapter 14: Faux Ownership—Managers and Owners 88

A company can get by with pragmatists and opportunists for as


long as the opportunists can divide the workforce into segments
that they can and are willing to manage. The technical co-founder
and CTO will manage all the technical pragmatists, the COO
co-founder will manage the operations people, and the CEO co-
founder will manage the sales and marketing people. Or whatever.
The particulars don’t matter—just note that the opportunists are
divvying up management.
But then something happens. The organization gets too big for
the co-founder oligarchy model to be practical. Or maybe the co-
founders don’t want to manage people directly. Perhaps they just
want to reward an early pragmatist hire for loyalty or for perfor-
mance. Whatever the catalyst, the owning opportunists pick a line-
level pragmatist who, while not considered worthy of partnership,
they feel should have some elevated status nonetheless. This is the
original company idealist.
This is also the inaugural moment for seniority in the company and,
in a very real way, the establishment of what company culture will
be. Sure, there’s a lot of popular mythos about startup culture and
what color hoodie the technical co-founder wears and whatnot, but
that’s largely superficial. Owners exist mostly outside of corporate
cultures. Their fashion choices, hobbies, and personality quirks are
only important to aspiring internal power brokers looking to mimic
and appease these figures.
But here, in the appointment of the first non-owning manager, the
founders have defined what it takes to advance within this nascent
company. The most common thing to do is to reward loyalty, like
a superstar athlete giving a manager job to a childhood friend. The
longest tenured non-owner is similarly promoted to “manager,” and
the standard corporate narrative for idealists is reaffirmed. Stick
around long enough, and you’ll get the leftovers from those above
you.
You may occasionally see such a promotion awarded to the person
Chapter 14: Faux Ownership—Managers and Owners 89

from the group that has done the best work or else based on
an assessment of who would be the best leader, but that’s not
terribly common. In the first place, the entrepreneur-opportunists
starting the company are probably not folks with a lot of practice
making these sorts of personnel evaluations. Secondly, seniority via
loyalty and tenure is the standard corporate narrative, so a founder
figuring things out on the fly is likely to pursue this strategy. And,
finally, recall from the Gervais principle that opportunists promote
overperforming pragmatists for their own reasons. In the beginning,
these “own reasons” may be simple vanity; the opportunists want
to publicly reward those who kept the faith in them while others
doubted.
But let’s now take a look at what’s happened within this company,
its culture having just been defined by the enshrinement of idealist
number one. Up until yesterday, owner-opportunists and employee
pragmatists toiled away cheek by jowl to grow the emerging
company. Today, a third archetype exists within the company.
Let’s forget the pragmatist-idealist-opportunist categorization for
the time being and redefine it in terms of actual legal power.
Yesterday, we had owners and grunts. Today, we have owners,
grunts, and a new thing: managers. Only owners have any legal
power as far as the company is concerned, which makes managers
and grunts the same thing. The main difference is that, at the
pleasure of the owners with the real power, managers can tell grunts
what to do.
Consider the word “manager” in non-corporate contexts. Actors
and athletes hire managers and delegate non-domain tasks to them.
The actors will act, the athletes will play, and the managers will deal
with mundane meta-concerns that don’t interest the talent. In your
own life, you may actually hire or pay a manager at some point.
If you hire an accountant for more than just income taxes, she is
acting in a capacity of managing your finances.
Managers take care of details with which their employers cannot be
Chapter 14: Faux Ownership—Managers and Owners 90

bothered. Owner-opportunists employ people managers when they


can no longer be bothered with the grunt-pragmatists.
In a corporate situation, ultimate power lies with the owners
(which makes publicly held corporations uniquely interesting in
some ways). Non-owner opportunists in the C-suite also possess a
tangible form of power in that they can sign contracts and generally
act with the full authority of the company behind them. But below
that, the only thing that prevents a low-power, anarcho-capitalist
free-for-all is the order imposed by those at the top. And this order
is imposed in the form of a pyramid-shaped chain of command
reminiscent of a military.
Owners have power. Real power. And the reason I say this is that
owners have created situations in which their income is separated
from any form of labor, however white collar. If you have enough
money, you can buy a restaurant and become the owner. You
don’t bus tables. You don’t cook. You don’t even handle personnel
management. You hire a manager to do the latter and hire other
people to do the former. All you do is come in from time to time
and bask in how everyone cleans up and looks sharp just for you.
And, in spite of that being your only contribution to the enterprise,
you make money.
When you’re a (successful) owner, your income is on autopilot,
which allows you to live the apparently glamorous life for which
most pine. You’ve got money flowing in, so you can travel when
you want, get up when you want, eat what you want, and generally
do what you want. And whenever you frequent places where your
ownership matters, you get the red carpet treatment. You give
people instructions, run up lavish bills on a corporate credit card,
speak to captive audiences, and carry the boss aura everywhere you
go.
If you’re an entrepreneur-opportunist, the place where your own-
ership matters is at your office. So what do you do on the day
the enterprise grows too big for a single, flat level hierarchy? You
Chapter 14: Faux Ownership—Managers and Owners 91

promote someone into a leadership position. You pick the most loyal
and hard-working true believer in the company, and you hand him
a placard that says “manager.” And what do you do to reward him?
You’re not going to give him an ownership cut, and you’re not going
to pay him a whole lot more. So you give him what the corporate
world has standardized. You give him faux ownership.
You appoint him to a position and tell everyone else in the company
that he is your proxy and he speaks with your voice. You grant him
power and a mandate. Now he gives people instructions, runs up
lavish bills on a corporate credit card, speaks to captive audiences,
and carries the boss aura wherever he goes…as long as you’re not
there. You grant him the gift of vicarious ownership.
So many of the trappings of working one’s way up the corporate
ladder are laced with the culture of faux ownership. It’s no accident
that managers and vice presidents with long tenure are the ones
that get the first class plane tickets, corporate credit cards, and
the best hotel rooms. Are things like that really necessary for the
business to operate efficiently? No, of course not. They’re just built-
in incentives for idealists to offer their services in perpetuity for the
company.
In a lot of contexts, they get to mimic the power and influence of
owners. But being a faux owner is not, in and of itself, a terrible
deal. First class is nice, caviar is tasty, and the Caribbean is lovely
during the board meeting’s time of year. Most of the time, a faux
owner can temporarily forget that he has access to these things only
at the pleasure of a real owner.
I’ll conclude this chapter by citing one more interesting property of
opportunists, as opposed to idealists. Idealists are content as faux
owners. Opportunists reject faux ownership as an appealing end
and use it as an opportunity to continue a never-ending charge
toward real ownership.
Chapter 15: The Cult of
Hours
In the last chapter, I drew a distinction between real ownership
and faux ownership. If one were to ask, “ownership of what?” the
answer seems pretty obvious: ownership of the company. But what
exactly does that mean? You might own stock in Target and thus
be an owner of Target, but something tells me that they don’t hand
you a glass of champagne every time you walk into the local store.
Indeed, it’s theoretically possible that your handful of shares of
Target would constitute more of an ownership share than that of a
CEO they just hired, but, unlike that person, the private jet probably
won’t show up at your beck and call.
It may seem straightforward, but ownership is a tricky concept.
In the context of a nascent company, ownership and power are
uncomplicated and largely the same thing. But context is key
because ownership does not exist in a vacuum. Whether your
ownership matters hinges on the volume of what you own and the
context in which you own it.
For instance, your ownership stake in Target is minuscule and
common enough that no one cares. But if you took that same
investment that you have in Target stock and used it as seed
capital for a venture in which you hired a full time assistant, your
ownership stake would be immensely important to that assistant.
In that instance, you closely share a context with the assistant, and
your ownership is absolute.
It might suffice to say that, with respect to your little company
and your assistant, you own the means of production. You pay the
pragmatist assistant a wage that doesn’t vary, and any profits from
the company go to you. You own all of the company’s assets (and its
Chapter 15: The Cult of Hours 93

liabilities, too). And, unpopular as it may be to say to an audience


comprised mostly of full-time-wage earners, you own the assistant.
At least for forty (okay, who are we kidding, fifty) hours per week
you do.
This assertion might have your hackles up, but can you really say
that it doesn’t feel true to you? Picture your job and the interplay
that you have with folks there for a moment, and ask yourself what
you’d do if your boss told you to do something that you didn’t want
to do—something perfectly legal and ethical, but undesirable. You
might bargain or even argue, but if she insisted, you’d probably give
in. And your boss is probably just a faux owner—imagine if the
actual owner (or shareholding CEO) of the company approached
you and told you to do something. I’m guessing you’d kick up even
less fuss than you would with the boss.
Now maybe this isn’t strictly true of you, and maybe you even
believe that it isn’t true of many people. But then ask yourself why
there are so many laws to protect people that are whistleblowers
and victims of harassment or discrimination. If the corporate envi-
ronment isn’t one in which power is so complete as to constitute
de facto ownership, why is it necessary to have all manner of laws
and support groups to prevent people from being coerced into doing
things that go against every fiber of their will and being? Is it really
voluntary when you’re asked to do something if there’s a message,
always lurking beneath a silk veil, saying, “and if you don’t, we can
remove your ability to pay your mortgage and medical bills.”
Forty-hour-per-week employment is a completely risk-maximized,
non-diversified arrangement. When it comes to investing, you’re
encouraged to spread your assets across a whole host of industries,
companies, and countries. But when it comes to earning a wage,
you’re encouraged to put all of your eggs in the basket of your
current employer and loyally do anything that they tell you to do.
They own you. Or, at least, they own you for forty hours a week,
until you can surreptitiously land yourself an offer at another
Chapter 15: The Cult of Hours 94

company…who will then own you. Why is this the way it works?
Let’s take a cartoonish diversion to understand this a bit better.
Imagine that it’s back in ancient times. I earn my living digging
moats and ditches as a sanitary measure. As I get older and sorer, I
decide to start hiring some help, and some local youths agree to
work for me. Each day, they show up and dig, and I pay them
in an ancient currency called shells. Except, every now and then,
torrential rains turn everything to mud and prevent the work from
being done. And when this happens, a couple of the youths show
up anyway, protesting that they need the money.
I’m not entirely unsympathetic, but I’m also not a philanthropist.
They should be planning for occasional rain days, but apparently
they aren’t. I’m not going to pay them for doing nothing, so instead
I offer to pay them every day, rain or shine: fifteen shells per day.
I had been paying them per cubic foot of digging, which tended
to average twenty shells per day. But they don’t seem to mind the
pay cut. It works out better for them in the end, anyway, because
the only thing that keeps them from blowing all of their money
gambling on dinosaur races is the fact that I portion it out this way.
But then something starts to happen. I pay them fifteen shells per
day for their labor, but then, on days they don’t do anything, I also
pay them fifteen shells. I start to feel like a sucker. So I announce
that I’m no longer paying people to dig ditches. Rather, I’m paying
them to work for me in general. When it’s sunny, I pay them fifteen
shells for a day of ditch digging. When it’s raining, they stay inside
and earn their fifteen shells cleaning and maintaining the tools.
I’ve switched from paying them for the market value of specific
labor to paying them what amounts to a retainer for “do whatever
I tell you.” I now sort of own them. At least, I own them as long as
they need the money.
This (obviously simplified) is how the ownership concept develops
when it comes to labor. As a worker, you cease to offer your labor
as a commodity. You instead offer yourself as a commodity in
Chapter 15: The Cult of Hours 95

exchange for a dependable wage. “For fifteen shells per day, I will
do whatever you need done.”
This arrangement creates a certain opacity to the value of anything
that the laborer does. The arrangement is no longer one in which
an activity with clear value is completed for clear compensation.
Digging ditches may be worth half a shell per cubic foot, but being
a laborer of mine is worth fifteen shells a day, whether those days
are spent digging ditches, sharpening shovels, fixing handles, or
fetching me groceries. For fifteen shells a day, you do any and all of
those things, so who really knows what any of them are actually
worth? And, with a stable of ditch-diggers-turned-employees, it
becomes very difficult for me to determine the value of any one
of them to my enterprise.
The arrangement shift itself may seem subtle, but the impact is
dramatic. In the cartoonish ancient world, I’ve gone from owning
the ditch-digging contracts to owning you. In the real world, I’ve
become an owner and your employer. Your labor doesn’t have a
value—you do. That value is expressed in tens of thousands of
dollars per year, and it’s measured mainly by whether or not you
show up and whether or not I like you.
Remember, owners aren’t paying their employees for completing
specific tasks with obvious value. They’re paying for laborers to
show up and do whatever an owner or faux owner tells them to do.
As organizations expand, any semblance of being able to measure
the value of labor goes right out the window. Instead, evaluations
take on the more nebulous form of the “performance review,” which
I’ll cover in the next chapter. Suffice it to say, this is not a review of
the way a human performs a job. It’s rather a review of the human
himself.
One of the main contributing factors of this evaluation is presence.
After all, the arrangement in the modern workplace is that you
receive a wage for spending forty hours per week working. So it
stands to reason that one of the most basic evaluation criteria is
Chapter 15: The Cult of Hours 96

whether or not you’re present for forty hours. Seems reasonable


enough, but it’s interestingly devoid of any concept of monetary
value, apart from that of salary.
If one employee is paid $100K per year and another $50K per year,
is it reasonable to assume that one creates twice as much revenue
for the company as the other? Of course not. More likely, one has
been with the company a lot longer, logging many more dedicated
hours than the other. One is probably a long-tenured, low-level
manager-idealist and the other a relatively short-tenured, checked-
out pragmatist. One has probably been kicking in sixty hour weeks
for the last eighteen years, while the other has been contributing
forty hours, if that, for two or three years. Which one makes more
money for the company? This is, for all intents and purposes,
unknowable. It’s also irrelevant in the context of corporations. After
all, who cares? Salary has nothing to do with value.
Instead, salary has everything to do with status, which, in turn, has
everything to do with culture. And it is in the land of culture that
idealists reign supreme. Idealists demonstrate their loyalty to the
company, the faux owners, and the owners by reverently taking up
the cause and sacrificing their own wants and needs at the altar of
being a “team player.” A big part of this is an hours-per-week arms
race, in which competing idealists show who is more “all in” by
being present in the office or generally available for more and more
time.
Chapter 12 was all about how idealists, through their loss of
perspective, become unproductively overcompetitive. But why does
this misdirected energy lead so naturally to insane hours in the
workplace? Well, it’s because that’s really the only way that com-
panies know how to quickly measure employee contributions. It’s
all about presence.
How much of a worker’s hourly activity during the day actually
accomplishes anything worthwhile? Managers trade war stories
about wall-to-wall meetings as badges of honor, in spite of the fact
Chapter 15: The Cult of Hours 97

that endless meetings are almost universally derided as pointless.


Line level employees spend time at the water cooler, the cafeteria,
the bathroom, the smoking area, and just about anywhere else that
allows them to snatch back a few minutes of their lives. People
waste time, chat, read articles on the internet, instant message each
other, and generally find any and all possible ways to do everything
but work when they’re at work. But as long as they’re in the office,
it’s still considered work.
The cult of hours is the modern corporate incarnation of the
Protestant work ethic, a principle in which hard work and frugality
are viewed as the soul’s salvation. The general idea of the Protestant
work ethic is, “If you’re not enjoying yourself, you’re doing good.”
In the corporate world, it translates to, “If you’re not enjoying
yourself, it must be good. And if you’re at work, you’re not enjoying
yourself, so showing up is good.”
In my career, I’ve shifted from working in offices at salaried jobs
to working remotely as a free agent. This shift throws you into
an almost existential ethical crisis. When you’re at the office, just
being there is enough justification for you to receive a wage. If you
show up at nine, socialize over donuts for half an hour, go to a
pointless two-hour department meeting at which you play phone
games, head out to lunch, come back, work for half an hour, stop by
Bill’s cube for half an hour, go to another long meeting, check your
email, and go home, you feel happy having done your corporate
duty. If you’re a freelance consultant working at home, that eight-
hour day you’d cheerfully collect payment for is now half an hour
of billable work.
While that’s an exaggerated average case, going remote exposes
just how little work is involved in the average corporate workday.
But that’s not the most ethically troubling part. The most ethically
troubling part is asking yourself what you should do when, as a
remote worker, you do more in two hours than you did as an
office worker in eight. Do you bill for two hours only, effectively
Chapter 15: The Cult of Hours 98

penalizing yourself for your efficiency? Or do you bill the company,


who would be happy to pay it, for eight hours, penalizing them for
the extreme waste of valuing presence above all?
There’s no easy answer to this question. But in reality, it’s a tragedy
that it needs to be asked. We’ve created a corporate structure that
separates people so far from the value of their work that the only
reliable metric offered for value is, “Did you come to this building?”
And given that this is the corporate world’s main guiding metric,
is it any wonder that performance reviews are a complete waste of
time?
Chapter 16: Performance
Reviews and Advancement
Theater
If you could read minds and were truly interested in distinguishing
ascendant opportunists from idealists in the ranks of management,
you’d find no better proving ground than administration of the
corporate performance review. As they announced each share of
marginal pennies from the COLA pool, the idealists would soberly
evaluate who better exemplified the corporate value of “customer
focus” while the opportunists would resent their role (and poten-
tially that of the reviewee, as well) in the charade. But let’s come
back to the idealists and opportunists later. The real star of the
performance review show is the person to whom it’s done: the
pragmatist.
I say this because once you advance to a certain place within a
company, the performance review stops being a thing. I can tell
you from my time in the C-suite that reviews of your performance
no longer happen with MS Word templates and a five-tier grading
scale reminiscent of school. They happen instead with subtle cues,
bonus dollars, and shifting alliances. There may be companies
that technically schedule performance review meetings for C-levels
and upper-level managers, but I assure you they look nothing like
the awkward exercise you experience as a line-level knowledge
worker. Ironically, it’s through these informal or even back-channel
interactions that true advancement within a company occurs.
The line-level performance review has two ostensible purposes, as
far as the reviewee is concerned. One is status adjustment. The
other is pay adjustment. Meaningful promotion (e.g., into a role
with direct reports) does not arise out of the performance review.
Chapter 16: Performance Reviews and Advancement Theater 100

Only incremental, titular advancement occurs this way. So in a


very real sense, if you’re sitting there being reviewed via the MS
Word template, you’ve already failed the real performance review
ipso facto. At least, you’ve failed if you’re an opportunist. If you’re
a pragmatist, victory is a 3% COLA instead of a 2% one. And if
you’re a pragmatist being groomed for idealism, victory is marks
of “exceeds expectations” (because, while the pragmatist wants to
maximize the ratio of dollars earned to hours worked, the budding
idealist wants to maximize superior approval and pats on the head).
But let’s forget the archetype distinctions and consider everyone
being subject to the process as a relatively uniform pragmatist. I
want to talk about how performance reviews actually work. To do
that, pardon the employment of an admittedly infantilizing parable.
Imagine a cash-strapped father walking home from a long day at
the office, wishing he could do more for his two children, Alice and
Bob. As he nears his house, he stumbles upon a wad of small bills
on the sidewalk, totaling $20. He picks them up and decides to offer
his children a rare treat.
But as he walks in the door, he has a thought. Rather than just
dividing up the wad of singles evenly, why not take the opportunity
to impart a life lesson to the children? The father asks the kids how
their progress went on their homework. It turns out that Alice has
gotten hers done promptly while Bob’s only about a third of the
way through his. So dad gives $15 to Alice and $5 to Bob, telling
them that good things come to children who do their homework.
The next night, our protagonist walks home but, not surprisingly,
finds no money waiting to be plucked from the sidewalk by a lucky
passerby. He comes home to find that, having learned their lessons,
both Bob and Alice have completed their next three nights’ worth of
homework. Dad, however, is in the unenviable position of having no
way to reward this with $45 per child, so he gets clever. He picks up
each assignment, finds errors in it, and tells the children that there
will be no homework bonuses this evening because their homework
Chapter 16: Performance Reviews and Advancement Theater 101

quality is not up to snuff.


If Dad is an opportunist, he goes to bed feeling guilty. If he’s an
idealist, he goes to bed feeling as though he’s taught the children a
valuable lesson. The pragmatist children go to bed feeling as though
it might not actually matter that much what happens with their
homework and that money from Dad is just sort of random.
In the corporate world, the determining factor that drives every-
thing is profits and losses. Does Dad come home with money to dole
out or not? A company exceeding its expected performance will
come home with a surplus to dole out, whereas an underperforming
company will not. To anyone who has ever received a “We didn’t
do well this past year, so no raises for anybody” memo, this isn’t
especially surprising. But what ought to be surprising is that most
performance reviews are determined more by the available budget
for raises than by your performance, a la Dad with his homework
critiques that had more to do with his wallet than with the children
being reviewed.
This is not universally true, of course. Performance reviews are
often a convenient means of creating a paper trail, mustering
cause to terminate problem children. But for those who perform
adequately, the company will figure out whether it can afford a
raise or not, how much of one, and then create a performance
review narrative that supports the financial decision.
If this sounds conspiracy-theory-ish, consider how hard it would
be to actually pin this down for what it truly is. After all, if the
company obliterates its expected numbers, it becomes pretty easy
to support a narrative that everyone is awesome and deserves a
promotion. Likewise, if the organization badly underperforms, it’s
easy to say that everybody came up short so no advancement makes
sense. The problem with this messaging is that it’s predicated upon
the idea that company and individual performance are in lockstep,
whereas the performance review, by its very existence, is predicated
upon the notion that every laborer is a unique snowflake.
Chapter 16: Performance Reviews and Advancement Theater 102

So which is it? Is the company’s performance a good proxy for


an individual review, or does individual performance stand alone?
Recall from the last chapter that the ownership culture of wage
employment makes the value of an individual employee extremely
difficult to evaluate. Clearly the outcome of the performance review
is not a reasonable expression of individual value. So why the
charade about individual performance, and why not give out titular
advances in lieu of pay increases?
The latter question is easier to answer. That has to do with HR
payment matrices and lawsuit avoidance, which I’ll cover in the
next chapter. Suffice it to say that relatively insignificant titular
distinctions, in office political terms, take on a whole lot of signif-
icance when lawyers and discrimination suits enter the fray. The
question as to why have the performance charade, however, is more
interesting—and the answer more depressing.
Recall that at the beginning of the chapter I said that opportunists
would tend to be resentful of the process while idealists would treat
it with reverence. That’s because opportunists figure out the real
purpose behind the performance review while the idealists take
the ostensible one at face value. To them, the purpose is entirely
earnest in that it’s an opportunity to dole out merits or demerits
on behalf of the company. The pay is an incidental detail that
people shouldn’t worry too much about since the real prize, carnival
cash, is dispensed generously at performance reviews to pragmatists
headed for idealism. The idealists treat the performance review
as the hallowed process by which corporate cultural worthiness is
conferred.
The opportunists see reality. They see that budget decisions having
little to do with individual, group, or department performance are
made and that it’s up to them to translate this into a narrative
about who is or isn’t a good, homework-completing little boy or
girl. They understand that it’ll be up to them to take, “Meh, we
don’t really have money to increase payroll for that group beyond
Chapter 16: Performance Reviews and Advancement Theater 103

COLA” and turn it into, “Gosh, you did some awesome work this
year, Alice, but you just need to get a little better at ‘business values’
and ‘corporate integrity’ and I’m sure you’ll earn that promotion
next year!” They resent this even as they understand its necessity.
It’s necessary because the truth—”We don’t really know if your
individual performance adds value or not, and either way, it doesn’t
have much to do with whether or not you get a raise”—would be
demotivating enough to chase you to a company who wouldn’t
make the absurd mistake of being honest about this.
Ascendant opportunists understand that line-level performance
reviews are a farce, but they put on an idealist face and carry
them out because there’s not really a viable alternative. If they’re
lucky, they can at least get budget apportioned in a large enough
chunk to reward the people in their purview they know to be better
performers, even if actual value to the company is unknowable.
Alice produces more widgets than Bob, so let’s at least get her a
slightly bigger raise than Bob. Their idealist counterparts would
base the decision instead on who they thought was more stoked on
the corporate culture and on who logged more hours. And they’d
feel like they were doing a good job for it.
In neither case is justice done, so to speak. Some opportunists will
get creative to keep the people they find most valuable and do things
like encourage these folks to technically quit and re-apply. I once
had a manager help me secure a promotion he badly wanted to
give me, but couldn’t finance, through such a scheme. But these
types of shenanigans are few, far between, and politically expensive
for an opportunist. The reviewee had better be a huge help to the
opportunist in order to justify that.
It is because of this very dynamic—the nihilist reality of perfor-
mance reviews—that modern knowledge workers such as program-
mers are better suited to job hop. When people leave the market
and nestle into a company, their market value becomes strictly
unknowable, creating a situation where advancement requires the
Chapter 16: Performance Reviews and Advancement Theater 104

stars to align with the company being successful, the company


reinvesting in its people, the individual holding her own, and the
individual being liked by her manager. If all that happens, she
moves up at a pace with the market. If anything goes wrong in that
mix, she’s better off re-entering the market, where her valuable is
no longer unknowable (and is probably 5–15% more than what she’s
currently being paid).
Chapter 17: Your Company
Doesn’t Care About You
There’s a Latin phrase that captures well a distrust of authority:
Quis custodiet ipsos custodes? Translated, it means, “Who will
guard the guards themselves?” It goes to show that the desire for
checks and balances dates back to antiquity.
I’ve talked at length about the corporate hierarchy and categoriza-
tion of its denizens. I’ve also talked about the birth of companies
and the evolution of their culture. But what I’ve omitted up to this
point is a discussion of watchdog, overhead entities that emerge as
a corporation grows. These include but are not limited to things
such as human resources, legal departments, standards compliance
efforts, external consultants, and more. These are the parts of the
organization that are overhead, meaning they don’t contribute to
the bottom line, yet aren’t boss overhead.
It’s these institutions, we think, that prevent organizations from
becoming cesspools of political infighting. After all, the legal de-
partment mandates that all employees watch videos about graft,
bribery, improper behavior, and harassment. Human resources
supplies a sympathetic ear to claims of impropriety on the part of a
superior. And so, during the course of reading about a pyramid-
shaped organization, you have probably been wondering where
these sorts of institutions fit in. Are people in these roles idealists,
pragmatists, or opportunists? And don’t they offer recourse for
those not in positions of power?
The answer to that latter question is simply, in practice, “No,
not really.” The answer to the former question, however, is a
much more nuanced. After all, watchdog checks-and-balances roles
are necessarily organizational overhead, a concern that generally
Chapter 17: Your Company Doesn’t Care About You 106

means lower-level management and thus idealists. And yet the


people that occupy these roles typically have their own pyramid-
shaped hierarchies through which they minister to the company.
Their structure resembles a separate, smaller pyramid, with goals
orthogonal to those of the company. If we were to take the example
of a police department, you have the police department itself
concerned with crime reduction in the general population and
internal affairs departments concerned with crime reduction among
the police themselves.
In some ways, the politics of these pure overhead concerns are
remarkably similar to the rest of the organization. After all, a min-
imum-effort pragmatist isn’t concerned with whether he’s doing
mindless data entry in the pursuit of organizational revenue or in
the service of filling out and organizing signed performance re-
views. Grunt pragmatist work is grunt pragmatist work in whatever
form it takes. Similarly, overperformance can be a way to move up
and hob-nob with organizational idealists whether one is managing
a team of software developers or a team of compliance auditors.
But that changes for organizational opportunists, who, in these
roles, have a much more bitter pill to swallow than their coun-
terparts in organizational profit centers. The idealists in checks-
and-balances roles lack organizational perspective, allowing them
to believe wholeheartedly in their cause of making the company
a good and just place to work. Pragmatists may take some small
satisfaction from it, though they probably don’t care. The oppor-
tunists, however, understand that they are in a role whose actual
purpose is to protect the company from its employees, not the other
way around. That’s the bitter pill—the one that either drives the
formation of callouses or else makes the work particularly sad and
lonely.
It might seem strange or improbable to consider the guardian roles
in this way. After all, we think of the office of the human resources
manager as the place to go in confidence if your manager Sleazy
Chapter 17: Your Company Doesn’t Care About You 107

Steve is being sleazy. And this is, in fact, the place to go for recourse.
But HR provides this service to the company and not to you. If
the situation escalates and there is no HR for you to talk to, your
next call will be to an outside attorney, which means a much
more expensive problem for the organization. Putting processes in
place for internal reporting and policing allows the situation to be
handled with the much cheaper internal disciplinary action.
HR is protecting you in this narrative, but if you imagine things
from Sleazy Steve’s perspective, the company is actually using HR
to protect itself from him. And that is the essential, core premise.
HR and other internal watchdog concerns exist to stop the actions
of employees from being expensive to the company.
This is generally true across the board, even in simpler situations
that don’t involve internal disputes. Boilerplate safety procedures
exist to prevent costly accidents, both in terms of lost labor and
legal actions. Preventing you from chopping off your hand is just a
pleasant byproduct. All manner of internal standards conformance
exists to indemnify the organization against individual incompe-
tence. “Sorry for the violation, standards organization. But as you
can see in our audit log, we’ve trained all of our employees per your
protocols, so really, Jones is just incompetent. We’ve taken steps to
ensure this won’t happen again.”
Make no mistake. This isn’t some kind of evil conspiracy. Fre-
quently the interests of the corporate HR and legal departments
align with both individual needs and common decency. If Sleazy
Steve is being inappropriate and winds up appropriately disciplined,
that’s a win for you, for the organization, and for humanity all in
one shot. It’s a good outcome. But the most important beneficiary of
the good outcome is the company itself, with anything else simply
being collateral good. If Steve could present a counterargument that
it was in fact you who was being inappropriate, your knight in
shining armor, the HR department, would turn the lance on you
without hesitation and run you through. The only damsel in distress
Chapter 17: Your Company Doesn’t Care About You 108

that he will unerringly champion is the company itself.


If you start to peel back all logical implications of this onion,
you can see it overwhelmingly in all things corporate. Human
resource’s pay matrices, ostensibly designed to prevent injustices
in relative employee salary, actually exist to prevent the lawsuits
that arise from these injustices. The organization, an intrinsically
pathological construct, simply seeks to depress wages as much as
humanly possible. But depressing them by overtly discriminating
wherever possible has a negative expected outcome after lawsuit, so
a construct is created to depress equally (ish—these aren’t perfect).
Things like dress code or having drink tickets at the Christmas party
so no one gets too wasted and drives home? They’re really about
minimizing organizational cost in the form of messy fallout from
human interactions.
This creeps insidiously into even the most benign-seeming corpo-
rate institutions, such as morale-boosting activities, company perks,
and career counseling sessions. All of these things exist ostensibly
to show you that the organization values you as a human and that
it will act as a steward for your career. But the real, simple, dollars-
and-cents truth of the matter is that somewhere there is a line item
on a piece of paper that demonstrates cost of perks is exceeded by
cost of turnover. As soon as the math there changes, you will receive
an email that a down quarter has resulted in the belt tightening that
takes away your free sodas. Some more belt tightening might just
take away your job.
And this leads back to the ultimate truth about corporate America
that has led to such widespread disloyalty among the Millennial
generation: your company does not care about you. And this sad
state of affairs is exactly what gives rise to the most hoodwinked
idealists and the most jaded opportunists. The very people charged
with enacting and enforcing policy to protect companies from their
workers are the same people offered as their protectors, confidantes,
and advocates. They’re asked to tell you how much the company
Chapter 17: Your Company Doesn’t Care About You 109

cares about you and values you, and then, later, they’re asked to
censure and terminate you.
In the aforementioned example of the police department, I talked
about how police enforce the law among citizenry and internal
affairs departments enforce the law among police. The question,
“quis custodiet ipsos custodes?” thus has a satisfactory answer,
at least in theory. But now imagine if internal affairs had the
underlying realpolitik purpose of protecting the police department
against citizen complaints. Imagine if those guarding the guards
were guarding for them and not against them. Quite simply, this
would be a society with no empowerment whatsoever.
In such a situation, one can either live in a state of resignation, work
one’s way into the power structure, or flee and take up residence
elsewhere. The majority of books offering career opinions or advice
trade in how to do the first two. For the remainder of this book, I
will be working toward a detailed treatment of the third option.
Part 3: A History of the
Corporate World

The worst of it is over now. At the beginning of Part 2, I warned you


that you were in store for some bleakness and cynicism. Certainly,
that characterized my assessment of the modern corporate status
quo. From here forward, I’ll work toward optimism. And the first
step toward optimism is understanding.
To understand the corporate beast will require an understanding
of its evolution throughout the course of time. Part 2 looked only
at one slice in time: right now. Here in Part 3, I’m going to offer a
history of the corporation so we can understand what legacies are
carried forward in thinking and practice. After all, it’s not as though
someone dreamed up the modern corporation yesterday and turned
it loose on the world.
I’ve told you the story of myself as a fresh-faced graduate, looking
with reverence upon the glamor of the corporate world. I’ve also
told you about my first step away from the cave wall, resigning from
my first corporate job. What followed, in my own personal story,
was a series of shorter stays at different organizations, emblematic
of withering loyalty.
I stayed in my first job for almost six years. In the next job, I lasted
two and a half years. From there, it was always a year or less. A
cursory inspection would suggest that I was either flaky or choosing
poorly, but neither of those things holds up to much scrutiny.
Sticking with a gig for six years (and simultaneously completing
111

a night-school master’s program for almost five of those years)


demonstrates that I’m capable of seeing things through over the
long haul. And some of the companies at which I stopped briefly
were actually good companies. I recall generous benefits packages,
friendly coworkers, flexible work arrangements, and all sorts of
perks. They weren’t bad companies, and I’m not a bad human. And
yet, on I’d move.
The next logical consideration is that I was job-hopping for ad-
vancement and profit. This is closer to the core truth. Right from
the beginning, I was savvy enough only to jump ship for a nice
pay increase. After my first jump, I also learned the importance
of negotiating a better title and position each time as well. And so I
was able to turn work experience, good references, and accomplish-
ments into successively better arrangements.
The problem with advancement as a lone explanation, however,
is that advancement within an organization is possible as well.
Granted, the current corporate landscape for programmers is such
that it’s easier to advance by job-hopping, but my career has not
been characterized by the path of least resistance. More money and
a better title was attractive, but it wasn’t a sole motivator. If it
had been, I wouldn’t have spent six years working for the same
organization without a significant increase in title.
A more visceral force was at play here. The fact of the matter
is that I wasn’t so much moving toward better opportunities as I
was moving away from situations that wearied me. I was losing
faith and leaving, parlaying the departure into something better for
myself while I was at it.
I’ll oversimplify my mental investment, calling it an endeavor into
two competing forces: my belief in the value of what I’m doing
weighed against the friction I encounter trying to do it. In this
context, my outlier—the six-year tenure with my first company—
makes a lot more sense. The overwhelming majority of my projects
and tasks were either solo endeavors or, eventually, projects that
112

I led. I didn’t view the work I was doing as a cure for cancer,
but the friction was extraordinarily minimal. In fact, when I did
leave eventually, it was the result of a more mundane concern: the
company struggling and cutting our pay and benefits.
After that, however, I was never able to last very long. I would go
through the interview process and be sold on the sorts of problems
being solved and the approach the companies were taking to solving
them. I would hire on, flush with enthusiasm and ideas for how
to tackle the challenges facing us. And then I would work cheek-
by-jowl with coworkers, navigating corporate processes and office
politics that chipped away at my tolerance until I couldn’t take it
anymore. The force of the psychic friction would quickly outweigh
my enthusiasm for the problem and the value I thought I could add.
I would lose faith in the company and its people, as constituted.
As I went through this process, I began to harbor doubts about my-
self. Was there something basically wrong with me? Was I far too
picky? And worse, was I limiting my options? Each jump yielded
more organizational authority and pay, but the older generation
cautioned me that I was going to earn the “job-hopper” label at
some point and get stuck. Would the last jump that I made dump
me in the most soul-crushing situation to date, and one from which
I could not escape?
But, really, the central question was, “Why do I lose faith so easily?”
In the context of Part 2, the answer is that I was being forged into
an opportunist. I wasn’t willing to shrug and check out like the
pragmatists, and I wasn’t willing to put blind faith in organizations
like the idealists. In a sense, opportunism was the only option left.
However, there’s a deeper philosophical question at play here: why
aren’t organizations worth our faith? Somewhere between mission
statements like “we want to bring the best gosh-darned widgets
to the masses” and the realities of these organizations, a major
disconnect happens. The corporations are less than the sum of their
parts. Why is that?
113

This part is going to be dedicated to exploring that question. And


to do so, I’m going to start from first principles and look at the
evolution of the corporation throughout history. If they aren’t worth
our faith now, were they ever? Where did these things even come
from? And why?
As you read through this part of the book, please bear two things
in mind. First, the majority of what I’m talking about here is
admittedly Eurocentric, but I feel that this is appropriate given how
influential Europe was on the modern corporate construct. And,
secondly, while I did a good bit of research for this section, I am a
technologist and not a historian nor a PhD in any related subject.
Caveat emptor.
Chapter 18: Legacy: Ancient
Corporations
To understand the corporation, let’s consider the word’s etymology.
Just kidding. Sort of. It’s not that, like an overeager pedant, I think
true understanding comes from the word’s root. Rather, I think it’s
interesting that the word’s root is Latin. Corporare is a Latin word
meaning “to form into a body,” and the actual word, corporation,
arrived in Middle English, from that root, to mean, “persons united
in body for some purpose.”
If you did a poll asking people about the history of the corporation, I
imagine you’d get some diverse answers. The most vacuous among
us might think that corporations got their start only when television
became mainstream enough to advertise for them. Others might
imagine that modern labor laws and current corporate practices,
such as the job interview, marked their birth. Others might cite the
robber barons and the Gilded Age as the dawn of the corporation,
though anyone that knows these terms would likely also be aware
of colonial trading companies and mercantilism. (Don’t worry if
these terms are not familiar. I will cover them all in Part 3.)
But the reality is that corporations and commerce go back a long,
long way—further than you probably think they do. The oldest
currently operating corporation is purported to be a Japanese or-
ganization that has been in business since 578 AD¹⁶. Corporations
existed in the Roman Empire, as evidenced by the Latin origins of
the word itself. But they go even further back than that, at least
to a time when Rome was a small republic, run by senators, and
Alexander the Great was rampaging eastward. The empire that
¹⁶https://en.wikipedia.org/wiki/Kong%C5%8D_Gumi
Chapter 18: Legacy: Ancient Corporations 115

eventually turned him back, the Maurya, had organizations that


resembled corporations in the 4th century BC¹⁷.
Let that sink in for just a moment. Nearly 2,400 years ago, commer-
cial organizations existed in such a way that we would recognize
them today. Obviously commerce has existed since the first proto-
human bartered a shiny rock for a mammoth steak, but we’re
talking about commercial organizations. They were entities that
would create and honor contracts, make loans, pool resources, and
various other activities that seem eerily modern. Ancient humans
were, as it turns out, pretty clever.
Now, let’s revisit the English root of the word. Again, I’m not doing
this for the sake of pedantry but for the sake of contemplation. By
the time the word “corporation” emerged, the concept had existed
for over 1,000 years, but the word’s definition contains hints as to
its true nature: “persons united in body for some purpose.” What
“persons” and what “purpose”?
Going back to the Maurya and perhaps other civilizations lost
to history, what would have made people unite in some kind of
purpose? War and ancient politics certainly had that effect, but
we’re talking about relatively peaceable, commercial ventures—pig
farms, clay shingle shops, wainwrights, and the like. Why would
people “unite” in this, rather than just doing it as part of the day-
to-day hustle to put a better quality of food on the table?
The answer, I think, is fairly simple: legacy. You can spend your
entire life hawking a product or service and ultimately feel as
though you wasted all of that time. That can apply even if you were
quite successful in doing so, expanding your wealth and influence
while mastering your trade. On your deathbed, you’re unlikely to
be thinking about that awesome day that you sold a lot of things
or struck a deal that improved your fortunes. You’re going to be
wondering about what you’ll leave behind that will make people
remember you.
¹⁷http://www.newworldencyclopedia.org/entry/Maurya_Empire
Chapter 18: Legacy: Ancient Corporations 116

The earliest incarnation of the corporation was almost certainly


formed as a way to guarantee legacy—a way to establish an institu-
tion that survived the mortality of its founder. In a very real sense,
it’s commercial religion.
Put yourself in the shoes of some Mauryan 2,400 years ago. Imagine
that you’re skilled in repairing wagons and carts, and you provide
ably for your family by offering this service in trade. That’s fine and
good for the day to day, but imagine that you’re doing well enough
to want to climb a rung on Maslow’s hierarchy¹⁸. Wouldn’t it be
nice to feel that what you were building would live on and help
preserve the memory of what you did indefinitely? Wouldn’t it be
nice to think that, 100 years after your death, people would still be
talking about you as some kind of visionary wainwright?
It’s in this fire that I believe initial corporate entities were forged.
Ancient people concerned with legacy enlisted people, in exchange
for compensation, to unite in a commercial purpose. The ostensible
purpose was commerce and providing for the participants, but the
motivational purpose was founder legacy. Think family business.
And so it came to pass in the ancient world that an ordinary
merchant could create a way to establish a lasting legacy. They
could have a taste of what it was like to be a military hero, a king,
or a pharaoh. Their deaths may never be succeeded by legends,
currency, or giant pyramids, but they would live on in other media.
¹⁸https://en.wikipedia.org/wiki/Maslow’s_hierarchy_of_needs
Chapter 19: Influence:
Medieval Corporations
In certain circles of the modern software development community,
there has been a recent revival of medieval commerce terminology.
As best I can tell, this orbits around the central notion of software
craftsmanship.
In this terminology, an experienced, accomplished senior software
developer is a craftsman. A mid-level developer is thought of
as a journeyman. And an entry-level developer is mapped to an
apprentice.
In medieval Europe, these designations described participants in the
guild systems¹⁹. There, all practitioners of a craft within a region
had to be vetted by the guild. For entry, one started as an apprentice,
learning at the feet of a craftsman until such time as he was ready to
venture forth on his own to earn a living. At this point, he became a
journeyman. He may or may not eventually reach craftsman status,
where the guild decided that he was worthy of highest honor in
the field. This rank is also sometimes called “master craftsman” or
simply “master.”
If you mull it over a bit, it’s easy to see why this concept appeals
to software developers and, in particular, high-end freelance con-
sultants and ranking development staff at companies. In the first
place, it indulges the pretense that software development work
exists in a meritocratic, management-free vacuum. All that matters
is one’s competence as measured “in-house” by fellow members
of the guild. (It is thus not a coincidence that, almost invariably,
those proposing these systems axiomatically assign themselves
the craftsman status). Notwithstanding any self-indulgence from
¹⁹https://en.wikipedia.org/wiki/Guild
Chapter 19: Influence: Medieval Corporations 118

founders, this system does neatly accommodate a reality: that entry


level people are often not ready to handle real programming work
without the oversight of someone accomplished in the field. And it
also handles the reality that software developers, perhaps more than
just about any other type of line level employee, bounce around
from project to project an awful lot.
There’s a halcyon feel to this metaphor, particularly weighted
against the libertarian flavor of the IT industry at large. Pro-
gramming is a meritocracy administered by consensus of the best
minds in the field. There is a certain je ne sais quoi required for
competence and mastery and this can only be achieved through
long, dutiful study at the feet of a master. The best, hardest working,
humblest programmers thus make Horatio Alger proud by starting
from nothing and working their way up to being at the top of the
field. Adoption rates of this terminology are also not hurt by the
programmer’s love for the fantasy and science fiction genres, the
former being permanently stuck in the Middle Ages and the latter
expressing echoes of the same with fiction such as Star Wars and
its Padawan/Jedi/Jedi Master construct.
Unfortunately for our purposes, the modern incarnation of the guild
model with software differs significantly from its counterpart of
700 years ago. At least, it does in terms of motivation. The modern
software craftsmanship movement is a call to arms to improve
standards and quality whereas the medieval guild movement was,
in actuality a sort of labor union-cartel hybrid. To understand the
impact of the Middle Ages and its guilds on the modern corporation,
it is important check your assumptions about guilds at the gate.
The word “guild” itself is derived from the Saxon word “gilden,”
meaning “to pay.”²⁰. Note that it is not derived from a Saxon word
for “to ensure quality.” This distinction cuts right to the nature of the
beast. The guild offered a service to its members, and its defining
and eponymous attribute was that it demanded payment for this
²⁰http://www.medieval-life-and-times.info/medieval-england/medieval-guilds.htm
Chapter 19: Influence: Medieval Corporations 119

service. This is actually a fairly complex transaction. Though it


established a floor for quality is a byproduct, raising the bar for
quality was not a first-class goal.
To be a little more explicit about it, consider first that the medieval
guild was somewhat of a fluid construct over the course of hundreds
of years, and there were different sorts of guilds (merchant, craft,
etc.). That being said, the implied guild contract always was more
or less an exchange of value between the guild and its members.
The members gave the guild dues, supplied it with labor (and thus
credibility and leverage), and participated in its governance. The
guild, in turn, offered its members protection, outsized influence,
and the medieval equivalent of marketing. Being in the masons’
guild meant that you could count on having a steady supply of
masonry work, courtesy of the guild.
The original motivation for the creation of guilds was the impo-
sition of disastrous local taxes within the feudal economy. While
not serfs, the merchant class were nonetheless subject to taxes from
local lords and in little position to resist when those taxes became
excessive. During the eleventh and twelfth centuries, the rise of
towns in Europe transformed merchants from transient peddlers to
established traders operating in more cosmopolitan settings. There
was a natural, division-of-labor motivation to team up anyway, but
the guild was born out of a desire for collective bargaining. No
individual farrier could buck the local lord on matters of taxes, but
if all of them banded together, the lack of horseshoes would present
a problem for him and thus leverage for the guild members.
From this beginning, the organizations grew in power, influence,
and scope. Many of them were infused with religious overtones and
rituals, and they began to exert influence on the lives of members.
As with the legacy nature of ancient corporations, membership
began to transcend simple commerce and work its way up Maslow’s
hierarchy. But beyond the interaction of the membership, the guild
was in a position to flex its muscle in an increasingly urban feudal
Chapter 19: Influence: Medieval Corporations 120

setting.
Guilds ceased to exist merely as defense against noble overreach
and began to wield their own power with monopolies on trade.
They fixed prices, ran scab labor out of town, restricted mem-
bership, placed members in political positions such as local may-
ors or councils, and exerted societal influence in a variety of
ways. In exchange for all of this, they kept the town serviced
and guaranteed a minimum standard of quality. As you can see,
this is hardly the modern, libertarian-inspired notion of free agent
software craftsmen roaming around delivering the best labor for
the best price. This was an organized labor cartel with a monopoly,
satisfying its customers enough that they didn’t revolt or petition
local governments for change.
Guilds in their medieval incarnation lasted, in some form or an-
other, until the late eighteenth century, making their downfall
coincident with the Industrial Revolution. As one might expect
from an institution granting monopolistic cartel status, the benefits
provided became largely outweighed by the rent-seeking behaviors
of members and the institution as a whole. With the rise of the
patent system (of which guilds, with their conventionally enforced
trade secrets, were a forbearer) and competition from more modern
manufacturing methods, the guild system wound up seeking to re-
tain relevance by stifling innovation and exerting political influence
exclusively, rather than providing any benefit. Eventually, some
countries and municipal institutions even passed laws banning
guilds. It was an ignominious end to something that had been
justifiable, practical, and somewhat ingenious initially.
But the rise and fall of the guild system and the reasoning behind
both provides some insight into what the modern corporation
took away from the guild construct of the Middle Ages. It was
the dawn of commercial entities wielding significant political and
societal influence at the local and regional scope. No longer were
institutions of commerce a matter of simple founder legacy; they
Chapter 19: Influence: Medieval Corporations 121

were now vehicles for allowing manufacture and trade of goods to


influence political entities and the lives of citizens. This was the
precursor to the modern corporation’s ability to influence society
beyond its own scope of doing business.
Chapter 20: Gestalt:
Mercantilism
The idea of guilds evokes medieval imagery, and rightly so. The rise
of guilds coincided with a very provincial time in Europe. Local
lords and fiefdoms dominated the landscape, and the influence of
country and capital was relatively minimal.
But the same wave of urbanization that brought guilds to the height
of their power also added a gradual consolidation of national power
and influence. Countries went from being loose collections of lord-
dominated city states to being the units of geopolitical autonomy
that we recognize today. Countries as we know them were born in
Europe as guilds entered the height of their prominence.
The result was an unprecedented level of preoccupation with the
fate of these nations as a whole, and that included reasoning about
economic health. In the 1500s, an economic philosophy that would
later become known as “Mercantilism”²¹ emerged. Mercantilism,
more or less, held that a country’s wealth and success was the
amount of gold that it had at its disposal. Protecting the economic
health of the nation, then, became a matter of taking certain
logically deducible steps:

• Subsidizing exports
• Levying heavy tariffs and other deterrents on imports
• Maximizing the use of domestic resources
• Using a currency other than precious metals for those few
external payments that are necessary
²¹https://en.wikipedia.org/wiki/Mercantilism
Chapter 20: Gestalt: Mercantilism 123

Now to us, in the modern world where some nation owns just about
every blade of grass and rock, this would seem to be purely a zero-
sum game. But in the world of 1500s Europe, there was a lot out
there completely open for the taking. You just had to travel a bit to
do it.
Specifically, large parts of Asia, the Americas, and Africa were fair
game to anyone who might happen by. So if England wanted beef
but didn’t want to pay the Spanish or French for it, they could
dispatch some ships to wherever in the world cows might be, bonk
some natives on the head, and simply take it. In the mercantile
world, this was a much better alternative than an import. And
thanks to the increased nationalization of resources and focus, it
was now possible.
But it wasn’t exactly obvious what the division of labor might be.
Ruling entities were historically military and bureaucratic. In other
words, from local lords on up to the king, ruling bodies knew how
to fight wars and administer taxes—they were not experts in trade.
So, while there was much concern for the good of the nation in
the mercantile world, the state would need help to realize the full
benefits of colonial plunder.
It was out of this necessity that the chartered company of the
mercantile age²² was born. At first, these chartered companies
were formed in the style of guilds. There’d be the guys that made
horseshoes, the guys that made cloth, and the guys that traded
with Russia. Like the guilds, members of early trading companies
operated as individuals but were part of the company. But given the
inherently different model of doing business, this uniform approach
quickly diverged. It turns out that running a local service monopoly
is much different than brokering international trade.
The chartered companies did two important things that would set
themselves apart from their predecessor guilds. First, they secured
underwriters (investors) to go after things not achievable by any
²²https://en.wikipedia.org/wiki/Chartered_company
Chapter 20: Gestalt: Mercantilism 124

one individual. (The monarchy and governing bodies often became


underwriters of chartered companies.) Second, they introduced the
idea of a joint stock company²³. In short, the new development was
that commercial organizations could be financed by non-operating
owners, and shares of the interest in the company could be traded
like any good or service.
The separation of ownership, and thus profit, from operation is
profound for our treatment of corporate history. The people that
used to be participating guild members now became more passive
owners in the form of joint shareholders. They no longer operated
as individuals, instead abdicating their decision-making to the
company, which operated as a cohesive unit. A business owner
has thus evolved over the last few chapters from “Bob Smith,
Owner and Operator of Smith & Sons” to “Bob Smith, Craftsman &
Guild Member,” to “Bob Smith, Venture Mercantilist.” The business
operator evolved in parallel from “just Bob” to “still just Bob” to “a
professional operator who says, ‘Trust me, Bob, I know how to earn
you a return on your investment.’”
For the first time, the corporate entity has a life of its own, and for
the first time, we can think of it as a gestalt. That means it’s an
integrated unit whose properties are not derivable from the sum of
its parts. The company’s purpose now transcends individual legacy
and local politics by virtue of the fact that the company itself is now
an ownable, tradeable commodity. In a very real sense, its purpose
can be to profit literally anyone in the world.
Of course, the seismic nature of this shift becomes pretty easy
to pick out with 20/20 hindsight. Early trading companies may
have resembled guilds, but as guild prominence faded, famous
mercantile-era companies, like the East India Company²⁴ rose to
astonishing heights of power. These colonial mainstays fought
wars, made nations tremble, traded human beings, and redrew the
²³https://en.wikipedia.org/wiki/Joint-stock_company#Early_joint-stock_companies
²⁴http://www.britainexpress.com/History/East-India-Company.htm
Chapter 20: Gestalt: Mercantilism 125

global map.
By the time Adam Smith’s theories rose to prominence in the
eighteenth century, the guild system was quite passe, mercantilism
was on its way out, and the era of the colonial trade company
was about to give way. But the lasting legacy from this time had
emerged to shape modern corporations. These entities were capable
of global influence by becoming more, economically, than the sum
of their parts.
Chapter 21: Barriers to
Entry: Industrial Revolution
During the seventeenth through nineteenth centuries, a great race
to colonize took place among the powers of Europe. The motivating
factors for this were complex, though we’ve covered them to an
extent in discussing mercantilism. Suffice it to say that the era was
one in which land was considered to be a great source of wealth.
European powers were racing to gobble up land all over the world.
During the eighteenth and nineteenth centuries, however, a change
in focus began to take place. Having vast acreage to farm or mine
began to take a backseat to the emergence of massive improvements
in the production of goods. This came to be known as the Industrial
Revolution, and it was characterized by the convergence of key
technological advancements.
New materials (steel and iron), sources of power (coal and electric-
ity), and machines (power looms and spinning jennies)²⁵ allowed
the necessities of life to be generated mechanically in a fraction of
the time that had previously been needed. And, in a world where
investors can finance operations and reap a share of the profit, there
were irresistible margins to be had here. Forget finding some remote
island to harvest and ship sugar; the real money was now in building
factories that mass-produced pants.
While this all seems very progressive in the context of the last
couple of chapters, let’s not forget that life for the average peasant
was changed only in that they were serially indebted to someone
else. Medieval society had been feudal in the countryside, with local
lords “renting” land to peasants in exchange for them working those
lands. In towns, guilds played a similar role, fixing prices, limiting
²⁵http://www.britannica.com/event/Industrial-Revolution
Chapter 21: Barriers to Entry: Industrial Revolution 127

labor and supply of goods, and imposing strict rules on who could
work when and how. In either case, the Middle Age peasant had
little choice but to offer up labor at cost—the game was rigged in
that they were forced to spend as much as they earned and do what
they were doing until they dropped dead.
The time leading up to the Industrial Revolution saw changes in
who controlled the peasants but not so much in the fortunes of those
peasants. Society was becoming increasingly urban, and colonial-
ism and trading companies had popped the bubbles required for
guilds to operate as effective cartels. The landed aristocracy was
having to make way for a merchant class of growing wealth. This
led to conditions in flux, but not improved, for peasants.
It was during this time that the concept of a wage emerged²⁶. The
wealthy merchants became middlemen between producers of goods
and consumers, and they started to leverage that position to restrict
what could be done by producers. They started paying for orders in
advance, then paying and supplying materials, and then essentially
paying a “wage” for the labor. But, whether you’re tilling the land
in 1400 for your local lord or cranking out aprons all day for your
local merchant in 1700, laboring twelve hours a day for someone
else is still laboring twelve hours a day for someone else.
Thus while the principals changed, the Industrial Revolution in
Europe saw the superposition of a corporate structure atop a feudal
one. The serfs of yore became factory workers, and the lords became
merchants, but the game was more or less the same. They key
difference for our purposes was that this is the first time the
corporate structure included the serfs. They had become employees,
willingly or not.
And so were born the first corporate pragmatists in earnest. Peas-
ants having no practical means of escaping peasanthood was cer-
tainly nothing new, but the modern poverty trap was. Theoretically,
²⁶http://www.solfed.org.uk/a-s-history/unit-1-the-origins-of-capitalism
Chapter 21: Barriers to Entry: Industrial Revolution 128

the emerging corporate game was open for any and all to play—
it just so happened that, with the new economy oriented around
mechanized productivity gains, only those who already had capital
could play meaningfully.
I am not a sympathizer with the socialist/communist cause by any
stretch of the imagination. Planned economies and government-
compelled incentives simply do not work in the same way that pre-
planned, massive waterfall projects do not work. But nevertheless,
I will borrow from Karl Marx in his reaction to the Industrial
Revolution and talk about the means of production²⁷.
Keep in mind that Karl Marx advocated what he did not in the face
of our modern, managed market economy, but in the face of the
Industrial Revolution, which represented feudalism cum industry.
He looked at the possession of land, (wage) labor, and capital by
the merchant class and observed that workers lacked the means of
production (and means for acquiring those means).
I mention the means of production here as an item of particular
interest because I will return to this topic later. Suffice it to say here,
however, that the Industrial Revolution brought a new concept to
the corporate game: barriers to entry. In bygone eras, barriers to
entry had existed. In ancient empires, not just any citizen could be
a merchant. And in the Middle Ages, not just anyone was allowed
to join the guild. But those considerations had always been social
and political. By the time the Industrial Revolution rolled around,
commerce had expanded and become sufficiently complex as to
now have its own barriers to entry. Though they would be allowed,
not just anyone could build and staff a factory because few had the
money to do so.
By this time in history, the corporation had acquired founder
legacy, societal influence, and the concept of gestalt. But these
are mainly holistic concerns for the organization. The birth of the
²⁷https://en.wikipedia.org/wiki/Means_of_production
Chapter 21: Barriers to Entry: Industrial Revolution 129

hopeless pragmatist has given us the first glimpse into the internal
corporate structure that we recognize today.
Chapter 22: Layered
Organizations: Taylorism
Organizations gaining pragmatists is an internal concern for them,
and the provincially impoverishing tactics of robber barons²⁸ gen-
erally concern the fate of those pragmatists in society. But let’s
talk briefly about the changing relationship between producers and
consumers during the Industrial Revolution.
Throughout most of human history, the production of goods was
a matter of craft. That is, any individual good was produced by
a craftsman, and no two were exactly the same. Thus the ways
in which competitors might distinguish themselves for potential
purchasers were both obvious and personal. A maker of furniture,
for instance, may have looked to appeal to aesthetics or to quality of
workmanship. A different maker might eschew those high bars and
go after customers with lower prices. But that was basically it. (And
where guilds operated in cartel fashion, even these distinctions
would have been muted.)
When commerce was a matter of craft, each good was unique, and
each good was produced entirely by the craftsman. The Industrial
Revolution turned that concept on its head via mass production.
Factories and the laborers in them cranked out nearly-identical
goods en masse and this changed the nature of competition in
commerce. Sure, one manufacturer’s product might have a different
look or quality than another’s, but the goods were being distributed
to much larger customer bases and the nature of the competition
in production became much more aggregate. In this new industrial
world, one person picking product A over product B was irrelevant
in a way that would have been inconceivable to craft makers of
²⁸http://history1800s.about.com/od/1800sglossary/g/Robber-Baron-definition.htm
Chapter 22: Layered Organizations: Taylorism 131

goods.
As a result of this aggregate competition, new ways for these
companies to distinguish themselves emerged. The most notable
among these was efficiency. Whereas an individual craftsman could
stand to benefit a bit by improving process, at his scale, this
wouldn’t have mattered too much. At a much larger scale, however,
there are equally large gains to be had. It became obvious to
industrialist owners that reducing operating cost by 25% was as
good as increasing revenue by 25%.
Thus the Industrial Revolution prompted an obsession with effi-
ciency and economies of scale. You could save money buying in
bulk. You could save money assembling parts yourself instead of
purchasing them pre-assembled. You could save money moving an
operation somewhere that the laborers commanded a lower wage.
Or, you could save money by wringing more productivity out of the
workers on the payroll.
Historically, “management” of labor was a fairly ham-fisted pursuit,
and this hadn’t changed much during the Industrial Revolution.
Imagine the construction of the pyramids. You had an owner
(pharaoh), his assistant architects, and a bunch of laborers cutting
and dragging stones. As the operation ramped up and the owner
himself could no longer supervise all parties, it was necessary to
manage the laborers to make sure that they didn’t slack or fail to
show up.
Toward this end, whip-crackers were appointed. Presumably, the
largest, most loyal and most sadistic laborers were promoted to
“management,” cracking the whip and encouraging their former
peers to work harder, show up on time, and not waste time at the
water cooler. And this style of “management” at large enterprises
persisted up through the Industrial Revolution.
It persisted right up until a man named Frederick Winslow Taylor²⁹
²⁹https://en.wikipedia.org/wiki/Frederick_Winslow_Taylor
Chapter 22: Layered Organizations: Taylorism 132

came along and led a revolution in management thinking. Taylor


was influential during a period known as the Progressive Era, which
took place between 1890 and 1930, and it saw a change in approach
to industry known as the efficiency movement. Taylor himself
wrote a book called The Principles of Scientific Management³⁰, and
its legacy is absolutely critical in shaping the modern corporation.
I personally think of Taylor as a magnificent bastard.
There was a genius to his work and an undeniable creativity
in approach. He observed laborers unloading ore from railroad
cars and timed their efforts while noting their approaches. In this
fashion, he was able to form hypotheses, such as the best weight of
shovel for each person to use. If this sort of concept seems familiar
to you, it might because Taylor was pioneering the lean startup
100 years before The Lean Startup³¹ was written. He was applying
scientific principles to factories and labor to improve efficiency.
His observations were not limited to efficiency tweaks to labor,
either. He was a pioneer in observing that human management by
whip-cracking was not effective and introduced, to great success,
concepts such as frequent breaks and adequate pay. Taylor was,
perhaps, the original management consultant and father of indus-
trial engineering.
So, that establishes the “magnificent” part, but what about “bas-
tard?” Well, that comes in two parts, and the first one is entirely no
fault of Taylor’s. I will talk about this later on in the book, but Tay-
lor’s obsession with efficiency and advocacy of micromanagement
translate poorly to the modern knowledge work economy. But that
doesn’t stop companies from mindlessly carrying it forward in their
treatment of staff.
The second part of what chafes me about Taylor was entirely within
his control, though it may also be an artifact of the time. Taylor
³⁰http://amzn.to/22H5I94
³¹http://amzn.to/1taoxWg
Chapter 22: Layered Organizations: Taylorism 133

grew up during the reconstruction era and Jim Crow in the US,
so facility with categorizing some humans as stupid and beastlike
may have been a natural predisposition. Nevertheless, he owned it.
To understand what I mean, consider the following quote from The
Principles of Scientific Management.
“The labor should include rest breaks so that the worker has time
to recover from fatigue. Now one of the very first requirements
for a man who is fit to handle pig iron as a regular occupation is
that he shall be so stupid and so phlegmatic that he more nearly
resembles in his mental make-up the ox than any other type. The
man who is mentally alert and intelligent is for this very reason
entirely unsuited to what would, for him, be the grinding monotony
of work of this character. Therefore the workman who is best suited
to handling pig iron is unable to understand the real science of doing
this class of work.”
The sentiment here speaks for itself, but the ramifications are both
subtle and profound for the purposes of our examination here.
Throughout history, there had been owners; beastlike laborers with
whips; and normal, beastlike laborers. Taylor proposes something
different. He proposes another piece of the corporate puzzle that
creates the layer cake we know today. He proposes an organization
consisting of owners, non-owning but educated managers, and
beastlike laborers.
Is this starting to sound familiar? Left to their own devices, those
brutes that make up the line level within an organization would
come in late, slack off, not know how to direct their efforts, and
generally make a mess of things. What’s needed is a layer of more
educated, refined, and generally better humans, who understand
carrots and sticks and how to apply them deftly to extract the most
value out of the quasi-beasts punching in at nine and out at five.
Taylor, with his approach and his principles of scientific manage-
ment, bequeathed upon us the idealist layer of the organization.
These are people without the capital and/or chutzpah to be owners
Chapter 22: Layered Organizations: Taylorism 134

and tycoons, but with the gentle breeding and educated predispo-
sition to have a position of influence within the organization. This
position would be at the owners’ pleasure, of course, but it would
nevertheless be influential and more respectable than common
labor.
Taylor’s legacy was undeniable. If you work in software devel-
opment or an engineering discipline, you are, no doubt, familiar
with the iconic Gantt chart. That chart was named for one Henry
Gantt³², a disciple of Taylor’s. The tendrils of Taylor’s influence are
ubiquitous in our modern corporate world.
Through our historical examination, we’ve seen the establishment
of founder legacy and local influence of corporate entities, and
we’ve observed the global growth that gave rise to the gestalt of
the organization. We’ve now seen the precedent for barriers to
entry creating a hopeless caste of workers and the efficiency-driven
elevation of an overly loyal, non-owning caste of workers inclined
to cede perspective. The organization is truly starting to resemble
its modern form.
³²https://en.wikipedia.org/wiki/Henry_Gantt
Chapter 23: Ubiquity:
Organized Labor
If you have a rough timeline of modern US and European history in
your head, you probably know, without even reading the chapter
title, that a discussion of union labor is necessarily coming soon.
Organized labor, in the form of unions, had a major say in the
modern corporation. But before we can discuss that as a succession
to Taylorism, let’s take a look at the history of unions.
They didn’t simply spring into life in the early 1900s, ready to
collectively bargain for a minimum wage. They had been around, in
some form or another, for two centuries. Early unions were known
as “trade unions,” and these stood in some contrast to the later
concept of “labor unions.”
The trade union was a logical successor to the guilds, which had
fallen out of favor, been outlawed, or both, depending on location.
As the Industrial Revolution progressed, a number of crafts had
been displaced by mechanization and low-skill labor. Others, such
as carpentry, had not, and trade unions for these occasionally
emerged. The first recorded strike for higher wages occurred in
Philadelphia in 1786³³, when the printers in that city opposed a
would-be reduction in wages.
In Europe, which had outlawed guild cartels in the years leading
up to the Industrial Revolution, these unions took longer to emerge.
But in the United States, their formation was more common. There,
they attempted to exhibit similar behaviors to their European pre-
decessors, seeking, where possible, to take advantage of provincial
monopolies to bargain collectively. This achieved limited success
and generally culminated in some sort of strike action that either
³³https://mises.org/library/history-labor-unions-colonial-times-2009
Chapter 23: Ubiquity: Organized Labor 136

achieved its goal or resulted in the dissolution of the trade union.


And, as with their medieval counterparts, these organizations often
met in secret and had religious or other overtones that went beyond
their commercial charters.
This distinction between labor and trade unions is an important
one to understand because of the role each would play in forming
the modern corporation. Trade unions were guild-like precursors
to labor unions, and they concerned themselves with smaller, more
well-to-do segments of the population. Labor unions were a broader
unification of the downtrodden, common laborer.
As the Industrial Revolution progressed, more and more of the pop-
ulation found itself performing unskilled labor. There were some
attempts to improve their lot in life, but this was an unprecedented
situation, and it was not well addressed by trade union tactics.
Trade unions, and guilds before them, sought to use monopolies
of skilled trade as bargaining leverage, but that fell short when
addressing unskilled trade. Rather, the attempts at life improvement
were mainly political. They incorporated the socialist movement,
anarchist ideas, cooperatives, and politicized union attempts.
These types of political movements were able to carry out their
ideas only by governmental overthrow. In continuing capitalist
societies, they had fringe influence only. And since trade unions,
with their attempts at monopoly, did not apply to unskilled labor,
the beginning of the Progressive Era had seen little to improve the
conditions of the unskilled laborer.
These unskilled laborers were in a tough position. Trade unions
were more interested in middle class craftsman than they were in
the common man, so there was no support there. Employees were
often forced to work long hours in poor conditions, starting at an
early age. Even Taylor, a would-be advocate on their behalf for
better conditions, viewed them as chattel that should be treated
better only for the sake of the enterprise. National labor unions had
begun to exist, but membership remained low. In general, it was
Chapter 23: Ubiquity: Organized Labor 137

better for citizens to stay out of the corporate game altogether if it


could be avoided.
In a sense, this created a tragedy of the commons situation, at least
in terms of corporate ubiquity. For any given organization, it made
sense to keep costs as low as possible vis-a-vis the people doing the
grunt work. But for the concept of corporations on the whole, this
approach kept the labor pool necessarily smaller than it might be.
Being an employee tended not to be a good deal, and it tended to
be the province of the dregs of society, as many saw it.
That would change during the Progressive Era. The unions became
increasingly appealing to laborers and membership grew. Even
as Taylor’s scientific management principles made labor slightly
more tolerable, it introduced micromanagement and separated the
laborers further from any sense of pride or accomplishment in their
work. On top of that, the political climate created by World War
I in the US saw the government begin to endorse, support, and
even create labor unions. During the subsequent Roaring Twen-
ties, membership and labor unions would backslide some. But the
groundwork had been laid, and there was an increasing legitimacy
to being a laborer.
In the 1930s, as Great Depression ravaged the globe, labor unions
would receive a political boon from Franklin Delano Roosevelt.
With the ouster of Herbert Hoover and a government sympathetic
to the plight of the common man, FDR passed a veritable goldmine
of legislation to protect members of the labor force, and union mem-
bership exploded. Suddenly, there were laws limiting child labor,
guaranteeing overtime pay, ensuring minimum wages, standards,
and working conditions, and other, more targeted considerations
besides. These mainstays are quite recognizable even today as the
rules that govern modern corporations. They are largely intact from
the ones passed to govern the labor economy eighty years ago.
As the Great Depression ended with World War II, labor came
to be viewed as the backbone upon which the war effort was
Chapter 23: Ubiquity: Organized Labor 138

built. Manufacturing goods became a patriotic duty, starring the


laborer, who was now backed by influential and developing labor
union and popular sentiment besides. Demand to support the war
effort combined with the previous paucity of employment and work
lured millions of people into the workforce. As the war ended, the
percentage of people employed by corporations was exploding. And
societal regard for labor was growing with it.
There was one final wartime curiosity in the US that would in-
nocuously lay the groundwork for the ubiquity of employment
in the half century that would follow. During World War II, the
US government was highly sensitive to the problem of post-war
inflation that had so affected Germany’s economy following World
War I. As such, they set a cap on wage increases, but almost as an
afterthought, they allowed a tax exemption on employers providing
health insurance³⁴. The result, unsurprisingly, was an explosion in
the amount of employer-provided health insurance plans.
After the war, when the government sought to roll back the ben-
efit, the now-entrenched industry resisted. The result was that an
almost-whimsical, temporary tax benefit would establish corporate
employment as the key to having affordable health care. As anyone
familiar with the US health insurance system knows, this remains
true even today.
And so the first half of the twentieth century, largely due to the
efforts of labor advocates, saw an absolute explosion in the rate
at which people participated in the corporate system. Entering
the Progressive Era, corporate work was limited to downtrodden
laborers and wealthy owners. By the 1950s, it included owners,
executives, managers, and a middle class going proudly to work
at factories and plants.
The corporation had acquired the final piece in the puzzle to make it
what we recognize today. It was now everywhere. And for the first
³⁴https://www.zanebenefits.com/blog/part-1-the-history-of-u.s.-employer-provided-
health-insurance-post-world-war-ii
Chapter 23: Ubiquity: Organized Labor 139

time, we had a society where the default was that people worked
corporate jobs. Whatever effect it may have on the bottom line
or artificial wage inflation, there is no doubt that organized labor
paved the way toward the corporate entity swallowing everyone,
directly or indirectly. The days of the independent craftsman, the
worker of the land, and even the entrepreneur were comparably
quite limited. The default position in the age of the company man
and the massive global corporation was that everyone respectable
got jobs with good organizations, showed company loyalty, and
worked their way up the food chain.
Chapter 24: Anachronism:
Rise of Knowledge Work
Midway through the twentieth century, the modern corporation
was, more or less, established exactly as we recognize it today. It’s
not utterly identical sixty years later, but it’s close enough. And,
truly, that makes sense. We’ve examined the beast through more
than 2,000 years of history, so it seems reasonable that half a century
wouldn’t alter it too much.
At least, that seems reasonable until you consider that the rate
of technological advancement is following an exponential curve.
We’ve sent men to the moon, mapped our genome, built the
internet, made instant global communication from anywhere an
afterthought, and eradicated a number of infectious scourges from
the face of the earth. Industries are emerging and dying at a dizzying
pace compared with any point in recorded history. If you doubt it,
consider that print and recorded media are as good as dead and few
people develop film anymore. Even building or driving vehicles for
a living seems to be on the endangered list. Companies that were
blue chippers thirty years ago face existential threats, and today’s
blue chippers barely existed or didn’t exist thirty years ago.
And yet, the corporation is more or less the same as it was sixty
years ago, which is all the more amazing when you consider that
most corporations were established more recently than that. But,
let’s come back to that in a bit.
In the last chapter, I talked at length about the impact of the labor
movement on ubiquity. By the 1950s, legislation and corporate
convention had set the stage for a corporate world in which nearly
everyone was a citizen. But this wasn’t the only change affecting
corporations during that time period—just the most instrumental in
Chapter 24: Anachronism: Rise of Knowledge Work 141

advancing its DNA to what we’ve come to know.


Another noteworthy change taking place was the subtle alteration
of the management layer. Historically, from the time that mercan-
tilism and the chasing of land brought us expansive commercial
entities, organizational leadership was decidedly martial. That is,
leadership was command and control in the shape of a pyramid.
This held true up until the time of Taylor, which began to usher in
a new era of management.
True, Taylor advocated some pretty intense micromanagement and
promoted a distrust of the beast-like laborers responsible for the
grunt work. But he also introduced the idea of a genteel caste of
management, as well as the idea of that caste being responsible for
systems of labor. The merit of his thinking and his contemporaries
yielded undeniable results. So began the transition from martial
command and control of organizations to bureaucratic command
and control.
The leadership structure still retained the shape of a pyramid, but
gone was the naked king of the hill approach that had previously
existed. In its place stood systems, processes, controls, charts, and
management fads, administered by the newly defined idealist class
of the workforce. These systems and modern ways of thinking
were effective in that they allowed the efficient globalization of
manufacturing, but they also neatly separated labor from obvi-
ous measurement of its value (as mentioned in Chapter 15). The
bureaucratic idealist caste remained molded in a pyramid-shaped
structure, but the navigation upward became a matter of intrigue,
loyalty, and politics in an unprecedented way.
At this point, corporate structure became remarkably sticky. When
the organization scaled up too much and became too complex for
even the most scientific-minded person to measure, a reliance on
tradition and familiarity took over. Recall from Chapter 10 that
Edison invented the “modern” job interview in 1921, and it has
remained intact, doing a terrible job of identifying talent, for nintey-
Chapter 24: Anachronism: Rise of Knowledge Work 142

five years. The eight-hour day, five-day workweek was established


in the 1930s as a reasonable standard for common manual laborers,
and that, too, remains intact for us today. We still use Gantt charts
and we still tend to assume that line-level grunts are children whose
arrival at nine and departure at five needs to be carefully managed,
lest they steal precious minutes from the big guys upstairs.
But in spite of the fact that corporations have recently found
themselves stuck in quicksand, there is one dramatic change that
has taken place. It started innocuously enough, and then grew
exponentially. I’m talking about the rise of the knowledge worker
and, more specifically, the emergence of information technology
(IT). Peter Drucker coined the term “knowledge worker”³⁵ in 1957
and used it to describe people whose main work function is to
think, solving “non-routine” problems. To understand the nature of
a knowledge work enterprise, imagine one in which all of the value
walks out of the office when the employees leave for home at the
end of the day.
As the labor movement made the corporation palatable for the
masses, and as management shifted to a kinder, more bureaucratic
form of command and control, industry had to be increasingly in-
novative to keep realizing efficiency gains. Inventing a mechanical
loom was easy compared to figuring out ways to automate the
construction of cars or airplanes. And even with the genius of folks
like Taylor performing industrial engineering analysis, tweaks to
human process and efficiency would go only so far.
Luckily for the world and for industry, the middle of the twentieth
century saw the advent of a new form of automation: the computer.
Initial applications were limited to research and defense, as is the
case with many advances. Soon enough, though, mainframes began
to trickle their way into industry. The possibilities for automation
of work and eventual elimination of manual labor concerns were
now limitless.
³⁵https://en.wikipedia.org/wiki/Knowledge_worker
Chapter 24: Anachronism: Rise of Knowledge Work 143

In order to harness this power, an organization just needed the


money to buy a machine like this and hire some geek to operate it
so that actual business people could solve actual business problems.
This opened the floodgates. As the twentieth century marched
toward a close, manual labor was eliminated and operations made
more efficient at a jaw-dropping rate. Demand for the weirdos that
could operate and program these devices spiked high enough that it
was common for the CFO to start having IT guys reporting to him.
They were, of course, line-level employees and one trick ponies,
computer whisperers that could be called upon to fix technical
problems and then to go back to their lairs.
Of course, with the turn of the century/millennium, people had
started to figure out that this computer thing was here to stay.
IT people (and now “software engineers”) of the world could not
easily be dismissed. The internet had exploded into existence, the
.COM bubble had come and gone, and when the dust settled, the
demand for IT infrastructure and automation was institutionalized.
Over the next ten years, the demand would become so amazing—
so pronounced—that people in this line of work would become
annoyed at all the calls coming in, begging them to take job
interviews.
Yet for these people and for knowledge workers in general, a heavy,
heavy legacy remains to this day. Organizations pay lip service to
agile methodologies and to servant leadership, but, by and large,
bureaucratic command and control structures govern knowledge
work. The days of IT guys being social incompetents reporting to
the CFO are long gone. The stereotype that developers need “project
managers” and “business analysts” to act as translators, however,
remains. Corporations hire recruiters to badger and beg developers
to take interviews, and then they subject them to Thomas Edison’s
idiotic interview scheme to thank them. Just like assembly line
workers from eighty years ago, developers are asked to drive to a
physical location, punch in at nine, punch out at five, and mind that
their breaks not take too long (you know, lest they fail to assemble
Chapter 24: Anachronism: Rise of Knowledge Work 144

their expected widget count for the day).


For the knowledge worker, the modern corporation is an all-en-
compassing anachronism, carrying forward more than 2,000 years
of cruft. Its citizens must endure absurd, corporate-religious tales
of founder mythos. (“And this is the hoodie he wears every day!”)
They are expected to be mindful of the corporation’s place in the
community, representing it well and upholding its values. The
corporation itself is, also, more than the sum of its parts, carrying
its founder legacy and its values forward, rising up as some kind of
force for that purpose in the broader world. But as good as all of that
sounds, not just anyone can start one, as being a founder requires a
certain magic spark of genius (and rounds of funding and capital).
So, it’s better just to get a college education to prove that you’re
worthy of the management caste eventually and then to put your
nose to the grindstone, be loyal, and work your way up. Oh, and,
by the way, you pretty much have to participate. It’s not like you
can just go run an ostrich farm somewhere and be taken seriously.
Corporations are everywhere.
All of that is our legacy, and all of that is our modern reality. But all
of that is a bubble that is about to pop. Ubiquitous and inevitable
as it seems, the modern corporation is dying and a sea change is
coming. Why do I say that? Well, it’s simple. I mentioned the term
earlier, promising to return to it, and here I shall. For the first time
in recorded history, we easily own our own significant means of
production.
Before the Industrial Revolution, craftsmen and traders did not
own significant means of production—they had no way to scale.
And starting with the Industrial Revolution, owning the means of
production require massive amounts of preexisting capital. That has
remained true up until quite recently. But now, that has vanished
spectacularly.
You can go out and get a computer for less than $200 and use it
to start programming. If you’re willing to work and to boot strap,
Chapter 24: Anachronism: Rise of Knowledge Work 145

that’s it. Your startup expense is $200. With that, you can build a
business that grows into a thriving livelihood, a bustling operation,
a national enterprise, and then an empire. You truly own your
means of production.
Is it likely that you can parlay $200 into an empire? No. Is it likely
that you’ll find steady work without prior experience? No, of course
not. Barriers to entry still exist, but not the way they used to. You
couldn’t bootstrap a car factory because you couldn’t afford it.
Cost is not a limiting factor any longer in the knowledge worker
economy.
At the beginning of Part 3, I relayed how I’d lost faith in modern
organizations over and over again, and I asked whether organiza-
tions are worth our faith. Looking back at more than 2,000 years
of corporate history, we can see that there are complex traditions
that make the corporate beast what it is. And we can also see that
the corporation as we know it has failed to adapt to the knowledge
worker economy and the new pace of technological change.
So, are organizations worth our faith? The answer, sadly, is no.
And that’s because corporations do a remarkable job of solving the
problems of yesterday—problems that we no longer have.
Part 4: How to Succeed
in the Corporate
World, Such as It Is

In Part 3, I took you through a relatively quick history of the corpo-


rate beast, focusing specifically on the developments most relevant
to the modern incarnation of the corporation. Before I did so, I
said that understanding the history was essential to understanding
the corporation. That was true. It’s also true that this information,
current and historical, is the key to your deep understanding of how
to succeed from the inside of one of these things.
For instance, it’s valuable to know that founder legacy is part of
the corporate lizard brain—at least, for those who know what to do
with the information. Among other things, it speaks to why many
founders are more inclined than you might think to tolerate a layer
of semi-competent sycophants in their organization, if they were
purely concerned with dollars and cents. But it also speaks to why
those types wind up stuck in the middle of the company, not to be
trusted with decisions that threaten to torpedo too many of those
dollars and cents.
We’ll get to that in a lot more detail. For now, suffice it to say that
understanding the past and creating a taxonomy for the present will
make it easier to talk about how to succeed, why the existing success
recipe is unfortunate, and how we can do better.
147

By the time I’d started to figure these things out explicitly in my


own journey, I had spent some time job hopping. Now, when I say
“figure this stuff out,” I obviously don’t mean extensive research of
the history of the corporation but rather an intuitive understanding
of the rules of the game and a crude notion of the taxonomy from
Part 2. Bouncing around and starting to consult had furnished me
with the opportunity to make numerous firsthand observations, and
I listened greedily to the secondhand tales of others offered to me
by friends and family.
At the tender age of 33, I was a technical executive (CIO) of a
company with about 80 employees and fairly significant technical
operations. I had created this favorable career situation not by pay-
ing dues and working hard for companies. Rather, I owed my posi-
tion to working hard for myself —putting in 70 hour weeks to earn
a graduate degree while working full time; building a formidable
network of people that remembered me well; moonlighting and
freelancing; starting a blog; creating developer training videos, and
maintaining a constant, open inquiry as to the availability of better
paying, better titled jobs, notwithstanding the “disloyal” branding
this could have earned me from the company perspective.
Make no mistake. I got the job done and earned accolades at the
office, but I reserved working overtime for activities that maximized
my position, rather than a company’s. During the course of this
time, I did, in fact, exhibit loyalty. It was just that I exhibited loyalty
to humans rather than to organizations, being sure not to leave
people in the lurch and to keep in touch, providing good references
and opportunities where appropriate.
It was in my executive role, and later, when leaving it, that I
started to think most philosophically about the rat race. That
stands to reason, since it was during this time that I would trade
the slam-dunk career arc afforded to a 33-year-old CIO for the
gigantic question mark that is self-employed consulting. One does
not do such a thing without some serious disillusionment with the
148

system—the very system that had served me so well.


But that particular story—my motivation for quitting—will have
to wait until Part 5 to be told in full. The story here is my rise
to the position in relatively short order. This was accomplished
through no shortage of hard work, opportunism (in the normal
sense of the word), and, if I’m being totally honest, some luck. But
the general umbrella under which all of these things fall is that it
was accomplished by having a fundamentally different approach to
the corporate game than most.
This part of the book is about that approach; it’s about how to
succeed in the corporate theater as it exists today, and based upon
the legacy of the corporation in human history. How does one
navigate corporate employment to the best possible outcome?
For the bulk of Part 4, I’ll assume that success means moving up the
ranks, getting as close to an owner position as possible. This is pretty
reasonable since the overwhelming majority of people playing this
game are looking to secure higher wages, more influential roles,
and generally better deals. The fact that a substantial cross section
of the workers (pragmatists) resign themselves to failure (or, not
playing, if you will) doesn’t actually alter the game, per se. But
it does create the need to define alternate theories of success—one
each for pragmatists and idealists—and devote a chapter to each
before moving on to the main course. Bear in mind, after all, that
rising from line-level employee to middle and upper management
is a very, very first-world concern. There are people out there that
say, “I like being a line-level widgeteer and a good one, and I have
no interest in moving up.” And that’s fair enough.
So we’ll take a look at defining success for pragmatists. While we’re
at it, we’ll also stroll through the surreal concept of success for
idealists. After that, we’ll get serious about winning the corporate
game, such as it is.
Chapter 25: Pragmatists
Succeed with Alternate
Narratives
If you have a mug on your desk that says, “I’d rather be fishing,”
then success is fishing.
In Part 2, I talked about what companies take from each archetype.
From pragmatists, they remove hope, but that is hope within the
context of the company. In other words, the pragmatists are not
hopeless humans but rather hopeless vis-a-vis acquiring real power
and influence with the organization. And they’re usually okay with
this; they’d rather be fishing.
Against this backdrop, defining success is a bit strange. It’s sort
of like defining success for someone in a court-ordered anger
management course. They’re only there because someone is forcing
them to be, and their attitude is essentially, “Let’s get this over with
so that I can do other things.” Success is uneventful completion with
a minimum of effort expended.
Of course, there’s a difference between a one off course and needing
to pay the bills for the entirety of one’s adult life. The pragmatist’s
relationship with the office thus becomes more nuanced, though the
“let’s get this over with” attitude tends to pervade all the same. This
attitude manifests itself in TGIF (“Thank God it’s Friday”) culture
that goes beyond the normal inanities about Friday being wonderful
and Monday being awful.
It’s easy to convince oneself, to borrow a term from Taylor’s time,
that pragmatists are goldbrickers³⁶. Taylor and his ilk generally
³⁶https://en.wikipedia.org/wiki/Goldbricking
Chapter 25: Pragmatists Succeed with Alternate Narratives 150

assumed that line-level laborers were fundamentally lazy, and they


would find inventive ways to loaf unless diligently micromanaged.
This is doubly true in a mental model where anything other
than full attention for forty hours per week is “misappropriating
company time.” But reality is more complicated, particularly in a
knowledge work economy. A Taylor-esque micromanager could,
no doubt, have success getting people to assemble more widgets
per day by, say, passing a “no talking” rule. But this approach fails
badly with knowledge work.
The real trouble for the pragmatists is that they are not invested in
what they’re doing, and that investment is critical for knowledge-
work pursuits. It’s hard to blame them; they’ve ceded hope of
meaningful advancement and influence within the organization, so,
really, what’s in it for them? Why be invested? Better to invest in
other things…like fishing.
The successful pragmatist is thus one that maximizes his non-work
interests—the one that sucks the marrow out of life, so to speak.
If he’s a family man, this means success is providing ably for his
family. If he’s a fishing enthusiast, success is earning enough money
and PTO to take some seriously cool fishing trips. Work and the
corporation are thus not part of the success equation for these folks,
except in a supporting role.
By and large, this explains both the risk aversion that prevents prag-
matists from trying their hands as opportunists and the perspective
that prevents them from falling into idealism. Work sixty-hour
weeks for the hope of eventually being considered for a promotion
to a role that expects sixty-hour weeks? No thanks. I’d rather be
fishing.
This isn’t to say that pragmatists don’t try at work or that they don’t
do their jobs well. If you came along out of the blue and offered a
raise and promotion to a pragmatist, the answer would likely be
“yes.” Similarly, if you asked a lot of them whether they took pride
in their work, the answer would likewise be “yes”—at least during
Chapter 25: Pragmatists Succeed with Alternate Narratives 151

the time they compartmentalize for the office.


The essence of pragmatism is not a cynical, bitter battle with
the company to work as little as humanly possible. Rather, it’s a
reluctant but familiar equilibrium in which the company and the
pragmatist find one another to be entirely predictable. The prag-
matist aims for work to become part of the routine, like flossing,
jogging, or cleaning the house. All of those are things that you
might take a certain pride in and that you might derive a certain
enjoyment from, but, at the end of the day, they’re the chores
required as part of life’s maintenance contracts.
There is a final piece of the pragmatist success puzzle, however,
and that is absolutely critical to mention in a book whose audience
is software developers (though this could apply to any line-level
knowledge worker). In Part 2, I talked about pragmatists exclusively
valuing outside concerns, such as with hobbies, family, social lives,
etc. By and large, that has been and remains the case. But a growing
trend is emerging, particularly in software. A growing contingent
of us define success by our proficiency with hobbies within the
workplace.
I am talking, of course, about programming. Any corporate pro-
grammer who intends to continue programming is ipso facto a
pragmatist. Why? Well, “programmer” is invariably a line-level
labor position. Being a laborer is fundamentally incompatible with
the march from laborer to manager to executive to owner. Idealists
are striving to be managers (well, theoretically executives, but that’s
not an attainable goal for them) and opportunists are striving to be
owners. There are certainly idealist and opportunist programmers,
but neither one is thinking to themselves, “Yup, I’m happy being a
software engineer III for the rest of my life, with maybe the option
for IV or V down the line.”
Against the (office) political backdrop of career advancement, pro-
gramming is a hobby. If you spend your days slogging through Java
1.5 codebases and go to Scala meetups on your own time, you’re
Chapter 25: Pragmatists Succeed with Alternate Narratives 152

living this reality. To take the sting of that blow away just a bit,
consider that professional programmers have engaged in a pretty
impressive pragmatist life-hack: they’ve convinced a company to
pay them to do their hobby. Not a lot of people with “I’d rather be
fishing” mugs manage to convince Acme Inc. to buy them tackle
and a boat with a trolling motor. It’s certainly a better deal than
the pragmatists had during the Industrial Revolution and Scientific
Management eras.
Nevertheless, the overwhelming majority of corporate program-
mers content in that role are indeed pragmatists. They value the
thrill of flow and the feedback loop of programming over things like
autonomy, ownership, and a will-to-power approach. (It’s worth
noting, however, that some have idealist leanings, and they will
manufacture illusory autonomy by viewing their group as some
kind of code-padded bubble within the company. Stay tuned for
Part 4 and the “journeyman idealist.”) Success for these particular
pragmatists, then, becomes that of superior knowledge and practice:
knowing the ins and outs of Docker or ridiculous numbers of Regex.
They earn a living, enjoy the trappings of life, and are free to
pursue their own personal goals and to define their own, non-work-
oriented success narratives.
Pragmatist success is thus defined by two tiers of goal. The first,
essential tier is to maintain steady enough employment to sustain
good standing on Maslow’s hierarchy. The second tier of success
is then largely self-defined. A pragmatist succeeds if she stays
employed and feels good about her life and what she does with it.
Chapter 26: Idealists
Succeed with Merged
Identity
If defining success for pragmatists was a little weird, this chapter is
going to get a whole lot weirder.
For pragmatists, once table stakes are satisfied, it’s pretty open-
ended. There’s not a great deal of external measurement. Idealist
success, on the other hand, is pretty straightforward to measure—at
least in theory. Where pragmatists define their success by mastery
of hobbies and external pursuits, idealists define theirs by valuation
at the hand of the company and their position within the same.
Where it gets weird is that idealists have a concept of success that
will prove literally impossible for them to attain. Idealists, particu-
larly early in their careers, will tell you that they’re gunning for the
C-suite at Acme Inc. Having been robbed of rational perspective,
they fail to see that this is a fool’s errand, at least for them.
So how do we define idealist success? It’s not a simple matter of
saying “it’s impossible” and moving on.
To understand why it’s more complicated than this, consider the
subtle alteration in narrative for an idealist in the twilight years of
his career. He’ll say neither that he’s still gunning for the C-suite
nor that he thinks his career was a failure because he didn’t make
it. Instead, he’ll pivot to a tale of many good years of service, with
ups and downs, that made him the person that he is today.
What he’s really nibbling at with this retirement speech is the fusion
of his identity with that of the company. The idealist will look
around the podium at his retirement party, beaming, and regale
Chapter 26: Idealists Succeed with Merged Identity 154

you with some of the most company-man stuff you’ve ever heard.
If you’re not an idealist yourself, you’ll probably fidget with your
catered lunch salad in vague discomfort as you wonder whether,
freshly retired from the company, he’s just going to drive home in
his Cadillac, lay down, and die.
Idealists early in their tenure with a company would claim that their
goal is advancement to executive positions, but that’s really because
they believe in the infallible corporate meritocracy. Of course, they
would actually value the perks of being the big boss. I mean, what
rational human wouldn’t take more money or more power if offered
freely? But that’s not the core essence of what they want out of
a prospective promotion. What they really want, deep down, is
acceptance and approval.
Becoming a C-suite occupant means admittance behind the most
exclusive of velvet ropes. It means access to the inner circle of
advisors who (they believe) drink as deeply of the founder-legacy
kool-aid as they do. It means champagne lunches where (they
imagine) they can toss around the full lexicon of Acme Inc. insider
buzzwords. It means (they believe) putting in long hours and asking
for nothing in return but the promise of eventual inclusion in the
inner circle. It means founder legend by osmosis. It means accepting
payments in carnival cash.
When you then pull back to the young idealist and her goals, you
can see the subtle difference between stated and actual. C-suite and
promotions are a means to and end only. The real currency at stake
is becoming a real, honest to goodness, Acme Inc. insider. That
insider status is what success means in the world of the idealist.
Of course, as with the pragmatist, some practical minimum stan-
dards must be met. The idealist must not be so wildly incompetent
as to be laid off. And they’ll need to do some work in addition to
regurgitating the company’s values and mission. Idealists generally
distinguish themselves by over-performing without reciprocity, but
that isn’t strictly necessary for them to succeed in attaining com-
Chapter 26: Idealists Succeed with Merged Identity 155

pany-man status. They could put in only forty hours a week but be
nauseatingly obsequious and enthusiastic about the organization’s
higher purpose in life and still get where they’re headed.
Success for the idealist thus becomes a matter of doing the work
in front of the right people and doing it in such a way as to
demonstrate their utter enthusiasm for and gratitude toward the
company and their superiors. It involves willingly donating the best
years and mental effort they have to what amounts to a corporate
tithe above and beyond their expected work input. All of this
happens for the duration of their careers, and the whole effort is
successful as long as they can keep “I’m a very important person at
Acme Inc.” as a core piece of their identity.
Chapter 27: Opportunists
Become Other
In a sound bite, idealists succeed by fusing their identities with
the company, and pragmatists succeed by decoupling theirs from
the same. So how do opportunists succeed? That is the interesting
question in the world of corporate realpolitik.
In the most superficial sense, opportunist success is easiest to define.
On the spectrum from grunt to manager to executive to owner, the
further to the right you fall, the more successful you are. Beyond
that, opportunist success equates most heavily with broad, societal
recognition of success: wealth and power. But you didn’t buy a book
to hear someone say “corporate success is working your way up.”
We’re going to need to dive a lot deeper. And, while defining success
for opportunists is easy, it’s going to require the remainder of Part
4 to examine how to achieve it.
I read the essays that would become Venkatesh Rao’s The Gervais
Principle³⁷ a few years before I took up residence in the CIO’s office,
and I would re-read them periodically as I worked my way there.
Recall that during this time I was mildly obsessed with cracking
the code of corporate advancement. The insight in those books was
powerful, and I consumed it greedily, generally wondering whether
or not I was, in fact, a sociopath (opportunist).
I thought I was. I must have been, right? I mean, I was moving
up and securing more power and influence. And I was doing so
absent specific company loyalty. And yet, Venkatesh discussed a
thing he called “powertalk”³⁸ as the language spoken by and among
³⁷https://www.amazon.com/Gervais-Principle-Complete-Office-Ribbonfarm-
ebook/dp/B00F9IV64W
³⁸http://www.ribbonfarm.com/2009/11/11/the-gervais-principle-ii-posturetalk-
powertalk-babytalk-and-gametalk/
Chapter 27: Opportunists Become Other 157

the opportunists. “What distinguishes Powertalk,” he explains “is


that with every word uttered, the power equation between the
two speakers shifts just a little.” I was moving up, but was my
every conversation shifting the balance of power? Maybe not every
conversation. I started to wonder what I could be doing better, even
when I was sitting in the C-suite. Examples abounded in that and
subsequent chapters of the Gervais Principle, but there was no how-
to, no field guide for aspiring opportunists or even a way to find the
“you are here” on the map of your office’s politics.
In retrospect, of course there wasn’t. This isn’t a language that you
learn to speak so that you can secure influence, power, and your
own goals. It’s a language that you suddenly find yourself speaking
once you’ve secured things worth defending and are successfully
defending them. Learning powertalk is thus a quixotic mission—
the aspiring opportunist needs to learn to acquire power and the
powertalk will follow.
In other words, you win the corporate game by becoming an op-
portunist. If this statement seems fatuous, consider that the advice
isn’t “decide that you’re an opportunist rather than a pragmatist or
idealist…profit!” The advice is to become an opportunist, meaning
that the path to opportunism is not one of learning the right things
to do or say for a given scenario, but rather it is a path of becoming a
different person in the corporate context than you might otherwise
be.
If you’re a programmer or engineer (or most other kinds of knowl-
edge workers), you probably want a guide. That’s at the core of
our enjoyment of construction, invention, and innovation—building
frameworks within which the right action leads to the right out-
come: “If a VP says X to me and I respond with Y, then my realpolitik
power will increase by three points.” So the rest of Part 4 is dedicated
to providing concretions for you so that you can understand this
transformation in more tangible terms. Of course, even that will
only take you so far. You can’t construct a series of conditionals
Chapter 27: Opportunists Become Other 158

and heuristics that will take you to the promised land. You need to
fundamentally alter how you regard yourself at your office—you
need to become an opportunist. The rest will follow.
In the novel Crime and Punishment³⁹, a student named Raskolnikov
reasons that society consists of the common man, who plays by the
rules, and the “extraordinary” (e.g., Napoleon Bonaparte), to whom
the rules of society simply do not apply. He makes a ham-fisted
attempt to define himself as one of the latter by killing a woman
he believes to be a drain on society, and let’s just say that it goes
poorly for him. To have it go well for you, learn from his mistake.
Aping behavior is not sufficient. Napoleon wasn’t “extraordinary”
because he could order deaths and get away with it. He could order
deaths and get away with it because he was “extraordinary.”
There’s a lesson for us in Raskolnikov’s approach and struggles
beyond just “you shouldn’t kill people.” Becoming an opportunist
isn’t a matter of embracing cynicism. It’s not deciding that rules
don’t apply to you and shoving off all loyalties, nor is it any kind of
general hardening of spirit. I believe one of Dostoyevsky’s points
with this book may have been to counteract the standard trope
of a character who is only truly able to reach great heights by
deciding to become cutthroat, mercenary type. Deciding to become
a mercenary will simply make you a mercenary. It won’t make you
a CEO.
At its core, becoming an opportunist—becoming “extraordinary”—
is about becoming other. But that’s extremely abstract. Let’s put
some meat on the bones.
This transformation into an opportunist is, at its core, about altering
your perception of yourself. You need to stop viewing yourself as a
software engineer II or a QA specialist or a dev manager. You need
to stop viewing yourself as an employee of your (or any) company
and start viewing yourself as the owner of your own personal brand
and operation. You are an island. You are other.
³⁹http://amzn.to/29ml3YX
Chapter 27: Opportunists Become Other 159

This may seem like a silly mental exercise at first blush, but its
impact is profound. If you’re a software engineer employee, your
boss asking you to put in a few 50-hour weeks ahead of the
upcoming release is perfectly reasonable, if something of a bummer.
But if you’re a free agent, your client asking you to work 10 hours
a week for free is perfectly preposterous. The difference in thinking
is that it’s now reasonable is for you to ask, “Why would I do that?
What’s in it for me?”
More likely than not, an opportunist in this position would wind
up putting in those hours anyway. After all, he is a business with
a single client, and that client is negotiating down the price of his
labor. He really lacks the leverage to say no, so he says yes. For
now, anyway. But he also files that away and endeavors constantly
to acquire more leverage and to improve his bargaining position.
Once this is your mindset—once you’re really living, feeling, and
breathing it—your conversations will begin to consist entirely of
powertalk. You are your own tiny company, buffeted on all sides
by larger, more powerful organizations and alliances that could
seriously ruin your day. Every conversation becomes one of poten-
tial consequence with the opportunity for you to advance or lose
ground with regard to your interests.
This also explains why, as I claimed earlier, opportunism is a lonely
pursuit. Pragmatists have each other and their social groups at the
bottom rung of the company. Idealists have the company and bask
in its identity. Opportunists have no one. Once you become an
opportunist, you understand your fellow opportunists for what they
are—not agents of the company but other one-person companies
with their own interests to consider. Theirs may or may not align
with yours at any given moment, but there is no built-in support
network for you. Until you strike out on your own in earnest and
start your own company, you’re the only one in your corner (and
even when you do this, no one will really be in your corner until
your company acquires its own idealists).
Chapter 27: Opportunists Become Other 160

It’s worth stopping at this point to take a breath. Coming to regard


yourself as your own tiny, lonely company is your true step away
from the cave wall, and there is no going back. What follows is the
real, honest key to meteoric advancement at an organization. But
it’s also ethically murky and high risk. It prioritizes advancement
over everything else in your corporate life. Abandon all hope, ye
who enter here. In the fundamentally flawed corporate institution,
the road to advancement is also fundamentally flawed.
What you’ll read in the remainder of Part 4 is not advice. And I
ask that you not mistake it for advice. This is not a LinkedIn or
BuzzFeed article about the 10 ways to shine your boss’s shoes so
that he’ll love you at career review time. Rather, this is a high-risk
blueprint for how to wind up in the C-suite. You’ll find your way
there, if you can stomach it. But you’ll also probably lose a job or
two along the way and do some things that keep you up at night.
And you will absolutely do things that cause people to look at you
and think, “That’s not FAIR.”
Chapter 28: The Realpolitik
Tragedy of Corporate Scrum
Assuming you’ve abandoned hope and entered here from Chapter
27, you’re probably anxious for the parts where I lay out the success
blueprint with concrete examples. Don’t worry—those are coming.
But first we need to lay out some failure blueprints for clarity and
contrast.
After all, commerce consisted only of opportunists for nearly the
entirety of civilization’s history. It wasn’t until industrial age mer-
chants put serfs to work as wage employees that we acquired
pragmatists, and it wasn’t until Taylor tapped slightly more genteel
grunts to manage the human chattel that we had idealists. It should
be most natural for us as humans to default to opportunist mode,
and yet we don’t. Somehow, we fail to do that and settle instead
into one of these two other unfortunate archetypes. It’s essential to
know why that happens and why not doing so feels wrong before
we can really get into how to do what feels wrong and not fall into
these traps.
As a lead-in for describing these opportunism failure blueprints, I’m
going to introduce a few brief allegories. It’s all too easy to view
your situation and the choices you make as inevitable, so opening
yourself up to a different view sometimes requires a little jostling.
For the first allegory, imagine that I’m an entrepreneur. I hear about
a change in tax laws for some remote island nation that guaruntees a
glut of wealthy tax-avoiders looking to move down and buy houses.
Being a remote island, however, the location does not currently offer
a lot of houses. So I decide I’ll move down and get into the housing
construction game in spite of not knowing a lot about the industry.
Once I get down there, I discover that I’m not alone in having this
Chapter 28: The Realpolitik Tragedy of Corporate Scrum 162

idea. Competition for the limited number of available contractors


on the island is pretty fierce. I get lucky and find one that likes my
vision and the idea of being “boss contractor,” and I’m in business.
Figuring that he knows better than I the details of vetting and hiring
contractors, I delegate hiring the rest of my crew to him but watch
the process with interest.
He interviews a few people and I’m inclined to make them offers
immediately, but my foreman tells me they’re bums and not worth
the $50K salaries we’re offering. “They couldn’t even draw a perfect
pool drain on a whiteboard, let alone know the exact water to
chlorine mix for a pool in this climate.” Confused, I tell him that
we’re not even going to be building pools, just houses, so who cares
about this?
To my bemusement, he tells me, “Well, if you want to get contrac-
tors to come work for you, you should build pools along with the
houses. We like doing it, so you don’t have to pay us any extra.”
“Okay,” I tell him, “but why are you turning people away if they
lack pool skills? It’s really about building houses.”
His answer surprises me. “For a $50K salary, any professional house
builder should be an expert in building pools. If you want to hire
people that aren’t, let’s just offer them $20K and tell them that
they’re lucky to be working somewhere that they get to learn to
build pools. It serves them right, the idiots.”
“Will that work,” I ask, incredulously?
“Oh, absolutely.”
Man, I love this country.
The second allegory probably earns a bit more literary cred because
it involves animals. Let’s say that somewhere in the world is a vast,
wild forest, untouched by humankind. And, at the center of that
forest is Wolf City.
In the wild forest, wolves hunt by themselves or in packs. But in
Chapter 28: The Realpolitik Tragedy of Corporate Scrum 163

Wolf City, there is no organization structure so vulgar as that of the


forest. There are no lone wolves or packs of wolves. Rather, there are
packs of packs. And packs of packs of packs. There are packs who do
nothing but oversee other packs to make sure that they comply with
wolf regulatory concerns and standards and protocols. And order is
maintained in martial fashion, with commands being handed down
from the mayor of Wolf City in a tree-like structure until it reaches
the leaf-packs, who are responsible for hunting to provide food.
A curious thing happens, though. As Wolf City expands outward
and grows in population, the line-level packs have a harder and
harder time with hunting and providing the city with meat. In-
creasingly, the city outsources the hunting to individuals and packs
of the wild forest. This is necessary because it’s common for the
city’s line-level packs to hunt for days in the surrounding forest
without catching anything. Sometimes, they even fail to leave the
city during these hunting trips, spending all of that time arguing
with various wolf oversight committee members about how best to
comply with hunting efficiency standards.
The mayor of Wolf City perceives this hunting efficiency gap
between his city packs of packs of packs and between the lone
wolves and packs of the forest. He starts to do some research, and
what he finds is that the forest wolves have an entirely different way
of operating. In fact, he finds that they’ve evolved an entire hunting
methodology that was started when high-status representatives of
those packs ascended Wolf Mountain far to the west and crafted a
hunting manifesto. Codifying these principles allowed the efficient
forest wolves to explain the secret to their success.
Encouraged, the mayor of Wolf City summons a pack of these
enlightened forest hunters to help Wolf City improve its woeful
hunting operations. “Please, share with us the secrets of your
success,” he entreats these hunters. And, for a fee, they do.
The summoned pack has somewhat legendary status in the forest
for its hunting prowess. This pack trusts one another implicitly.
Chapter 28: The Realpolitik Tragedy of Corporate Scrum 164

In fact, this pack has actually ritualized its trust expression into
the form of ceremonies. In a ceremony entitled the “subordinate
dominance ceremony,” the wolves of this pack all take turns rolling
over on their backs and showing their bellies to their pack-mates.
Only through demonstrating this level of trust can they achieve
the level of pack collaboration necessary to bring down large game
every time.
In traditional wolf packs, belly-showing is a sign of pure subordina-
tion. Wolf packs are held together with the glue of social hierarchy,
established and upheld by a system of dominance-stack-ranking.
There is an alpha, a beta, and so on, all the way down to the
omega. But in this enlightened pack, all wolves are equal. All are
alphas and omegas, and they achieve dominance through voluntary
subordination.
The enlightened pack enters the city and installs among the line-
level wolves the trust that has always been missing. They show
them the subordination dominance ceremony and turn each and
every one of the city’s hunting wolves into subordinate dominators.
These wolves, who used to waste excessive energy on infighting,
are now efficient teams, slowed only perhaps by mildly excessive
belly-showing. But the trust instilled more than makes up for it. It
is undeniable that the newly trained Wolf City packs are yielding
better results than ever before. Wolf City, like the enlightened pack
that taught it, becomes much better at hunting.
Almost as an afterthought, a curious trend emerges in Wolf City.
Historically, wolves had ascended into the leadership structure of
the city by dominating their packs and then being tapped for the
next level of command. But, in a city where the model wolf is
now a subordinate dominator, that no longer works. Being a good
hunting pack member means starting each day baring your belly to
the rest of the pack. This renders the group efficient at hunting but
the individual inefficient at advancement.
A curious trend emerges. Performing well as a hunting wolf no
Chapter 28: The Realpolitik Tragedy of Corporate Scrum 165

longer leads to advancement. Whereas in the past, performing well


was a matter of sheer physical dominance understood by superiors,
now, performing well is a matter of fitting in as a cog in the broader
pack. Pack members now aim to distinguish themselves by being
the best darned subordinate dominators they can be, showing more
belly than anyone else, giving more of themselves, and fortifying
themselves in the super pack’s teachings. But, ironically, this ap-
pears not to work for proving themselves. In fact, it seems that some
of the least gung-ho team members—the lone wolves—now start to
advance.
It turns out that, for all of their enthusiasm about the teachings
of the enlightened pack, the mayor of Wolf City and his vast wolf
bureaucracy have not fundamentally altered their own perception
of wolf nature. They continue to regard winning fights as grounds
for advancement and rolling over and showing bellies as signs of
surrender. One might say that it’s built into their blood and that it’s
built into the structure of the city. The city itself prospers when the
line-level wolves embrace the teachings of the enlightened pack, but
the best line-level wolves themselves do not similarly prosper. This
new hunting style only works when the pack is more important
than the individual.
Two allegories in, we can now get to the opportunism failure
blueprints in earnest. The interviewing contractors are pragmatists
and the “subordinate dominator” wolves are idealists, but what does
it all mean? Let’s dive in.
Frederick Taylor, described in Part 3, figured out that whipping
the pragmatists wasn’t necessarily the best way to extract more
utils from their work. Sometimes, they needed breaks, encouraging
words, and other slight nods to dignity. But, for Taylor and other
scientific management disciples, this was not a recognition of
human need but rather a recognition of efficient beast-care. Be nice
to the cat because it’s more likely to come to you when your voice is
soothing than when you sound angry. So it goes when dealing with
Chapter 28: The Realpolitik Tragedy of Corporate Scrum 166

pragmatists. Treat them with dignity so that they get more work
done.
In some ways, little has changed since Taylor’s (and Edison’s)
time. Corporations interview and manage in basically the same
way. They conceive of work in the same way. Even as the rise of
knowledge work transfers us from a manufacturing economy to a
global, digital economy, they more or less do things the same way
across the board. There is, however, a notable exception—a single
way in which the modern corporate workplace has evolved. This
exception is autonomy, or the illusion thereof.
Taylor couldn’t have scripted the story better himself. It turns out
that when you get high enough on Maslow’s hierarchy of needs⁴⁰,
things other than money start to motivate you. Knowledge workers
tend to be well compensated, so they chase new, more subtle goals:
mastery, autonomy, and purpose⁴¹. The modern corporation has not
adapted in many significant ways, but it has adapted enough to
sustain a status quo where knowledge workers can serve as grunts,
the way their manufacturing floor forebears did. The corporation
has done this by creating the illusion of line-level autonomy. Gone
are the times when a manager like The Jetsons’ Mr. Spacely ha-
rangued a knowledge-worker employee like George Jetson. Instead,
the modern knowledge worker can come in anywhere between 8
and 10 AM, wear jeans or other appropriate leg-covering garments,
and even, with the proper clearance from on high of course, work
from her own house every now and then. What a time to be alive.
What’s the significance of autonomy, and why am I suddenly
talking about that alongside the failure blueprints? I’m talking
about autonomy because it’s the essential difference between the
forest wolves and the city wolves—between consultant Scrum and
corporate Scrum. The former have actual autonomy while the latter
have illusory autonomy.
⁴⁰https://en.wikipedia.org/wiki/Maslow%27s_hierarchy_of_needs
⁴¹https://www.youtube.com/watch?v=u6XAPnuFjJc
Chapter 28: The Realpolitik Tragedy of Corporate Scrum 167

The Agile Manifesto was written in 2001 by a group of influential


software professionals. They were people that were writing books,
speaking at conferences, helping major companies, and defining the
state of the art for the industry. In short, The Agile Manifesto was
written by a group of people with options. They, like the forest
wolves, were self-sufficient. When they introduced the democratic,
highly-collaborative, often-role-less agile teams to the world, they
did so from a position of strength. But if those companies—Wolf
City—had started ordering them around like grunts, they could
simply have left and taken their pick of other gigs.
In a very real sense, what you had with the signatories of the
agile manifesto and with the other early adopters of those practices
and processes were groups of highly autonomous, highly skilled
consultants. These consultants created the agile movement by ex-
plaining the sorts of processes they followed, the sorts of beliefs
they held, and the sort of principles that guided them. The industry
seems to offer unquestioning acceptance of the premise that these
processes, beliefs, and principles made the consultants successful
without considering that these consultants would probably enjoy
success with just about any process, since they were really good
at what they did. Sure, they’re probably all the better for using the
methods they had developed through trial, error, and common sense
over the years. But these guys were good because, well, they were
good.
As the agile movement gained legs, it created a cottage process
industry. Some signatories and early adopters got into the business
of selling process to companies and individuals alike, trading in
training, certifications, and corporate transformations. This had a
subtly sad effect in the sense that it shifted the focus from, “you
will succeed if you practice and get really good at software and
consulting” to “you will succeed if you have these meetings, follow
these protocols, and adopt these techniques.” The latter is certainly a
much easier sell, but it’s also a much easier path to disappointment
and mediocrity.
Chapter 28: The Realpolitik Tragedy of Corporate Scrum 168

As the years passed, this burgeoning process industry gave rise to


paradox. Corporations adopted agile (usually Scrum) in the way
that they had adopted other management fads over the years, such
as formal SDLC, RUP, and others—as a top-down management
initiative designed to drive efficiency. “You will do this now, peons;
let it be so.” But at the core of even the most corporate flavors of
agile is a call to dispense with formal hierarchy and roles, to trust
the team of knowledge workers and to grant them autonomy. The
most basic paradox of corporate Scrum is thus the edict from on
high to be autonomous (but not so autonomous as to stop listening
to edicts from on high).
In a development that would be somewhat comical if it weren’t so
sad, these “you will now do Scrum” teams are usually measured
with a great deal of scrutiny. It’s ironic because the lack of trust
subverts the foundational autonomy that agile methods call for, and
it makes team mediocrity a self-fulfilling prophecy. The company
imposes micromanagement on the team to make sure the new agile
rollout is going well, and that micromanagement makes the team
worse. As the team gets worse, the micromanagement increases.
This situation tends to continue and create churn and attrition until
someone comes in and finally wins the battle to secure a tiny bubble
of semi-autonomy for the team. At this point, output increases
and companies are usually somewhat happy. But that happiness is
short-lived, as the newly efficient city wolves often like the taste of
autonomy and proceed to run off into the forest.
The tragedy of corporate Scrum starts with this autonomy paradox.
Scrum is an excellent methodology for the forest wolves who
assemble and hunt as self-sufficient peers. If free-agent knowledge
workers come together to work on a project and they adopt Scrum,
life is good for all. The methodology prioritizes common sense
collaboration; tightens feedback loops; gives all team members
equality and a voice; and generally makes it easy to manage, track,
and pick up work. Scrum is not an excellent methodology for people
who possess only illusory autonomy. In this context, it’s a farce. In
Chapter 28: The Realpolitik Tragedy of Corporate Scrum 169

this context, it’s realpolitik tragedy for its practitioners.


As an aspiring opportunist, corporate Scrum is the epitome of a
failure blueprint in the same way that belly-showing is a failure
blueprint for opportunists in Wolf City. When you join a large agile
company as a developer, you’ll probably receive a copy of the Scrum
guide along with some training in the ways of agile. You’ll see
your open plan office space, you’ll learn how the team is highly
collaborative in the team area/bullpen, you’ll come to understand
that they depend on you and you on them, and you’ll learn that the
highest performers are the ones that know agile in and out, live it,
and breathe it. If you believe in this, the idealists have a nice, warm
seat for you in a meeting room with bean bag chairs.
Participating in agile methodologies as a line-level corporate em-
ployee sends intense subordination signals, just as belly-showing
does in Wolf City. At daily standup, you’re required to report your
status every day to be held accountable. You’re pairing with another
developer at all times to ensure that you stay focused and don’t
make mistakes. A former project manager converted into a “Scrum
master” comes around to make sure you have the meetings that
you’re supposed to and that you don’t get distracted by people
from “the business.” Every week or two, you demo your progress
to someone in management called the “product owner.” When each
cycle of this is done, you do something called a “retrospective” and
voice your feels about the whole thing to the group. If you’re doing
this as part of a startup that you and a few developer friends co-
founded, it’s empowering and emblematic of trust. If you’re doing
it because upper management has determined you will, you seem
like a secretary to anyone looking. That means that you’re failing
at opportunism and failing hard.
Close your eyes for a moment and imagine a boss. Does the boss
account for yesterday’s and today’s work to his peers and superiors
every day? Does anyone “pair” with the boss? Does the boss have a
“boss master” telling him how to behave during meetings? Does
Chapter 28: The Realpolitik Tragedy of Corporate Scrum 170

the boss write his phone number and upcoming days off on a
whiteboard? Does the boss “demo” things to his boss every week
or two? Of course not. This are activities better suited to an intern.
If you’re doing these things, your behavior is so un-boss-like—so
subordinate—that it will be impossible for opportunists to view you
as one of them. If you do it with resignation, you’re a pragmatist. If
you do it with enthusiasm, you’re an idealist.
The more enthusiastically you participate in agile methodologies
within a corporate context, the worse your advancement prospects.
Sure, all of your enthusiasm will eventually earn you some kind of
token nod or promotion, but it is purely idealist-track. You’ll top out
low and what you do achieve will be agonizingly slow. All the while,
you’ll be mystified as to why your belly-showing doesn’t result in
people regarding you as dominant. The reason is that the so-called
“servant leadership” valued in corporate contexts is an utter sham.
If you think I sound harsh saying this, ask yourself how “servant
leaders” get that title in the corporate world. Do you think they
spit shine the floors until someone comes along and appoints them
CEO? Or do you think they get appointed CEO and then do some
token spit shining of the floor to seem humble and to hoodwink the
resident idealists into thinking that shutting up and grinding will
lead to leadership positions? Servant leadership is a great concept in
populist contexts where “lead by example” can define an eventual
hierarchical structure. When the hierarchical structure is already
defined, “servant leadership” is an insult to opportunist intelligence.
Software folks radiate enthusiasm for methodology (that the or-
ganization so adeptly captures and perverts) more than just about
any other category of knowledge worker. To put this another way,
software developers settle into idealism for far less than other
workers. Most employees demand more in the form of carnival
cash or even real consideration. They tend to shoot for line manager
positions with direct reports, offices, and perhaps a company credit
card. We, on the other hand, settle for meaningless titles like
“architect” or “tech lead,” bragging rights about technical acumen,
Chapter 28: The Realpolitik Tragedy of Corporate Scrum 171

final decisions on which unit testing framework to use, and the right
to gleefully sharpshoot prospective candidates during interviews.
It’s bad enough that we team up with our fellow developers at
corporations to create and perpetuate subordination factories. It’s
worse still that we become idealists so easily that we export our
subordination to the broader industry.
This brings me to bookend the chapter by revisiting my first
allegory. In it, I hired an idealist who low-balled cowed pragmatists
that didn’t understand their market worth. This happened on a
hypothetical island, but the reality is that it’s happening all around
us, most prominently at organizations like Google, Amazon, and
Facebook. These companies are building pools, and we think it’s so
cool to be building pools that we put up with absurd interviewing
processes and subject ourselves to false scarcity, depressing our
wages. There is a massive shortage of developer labor, and the world
needs all hands on deck. Yet we operate as if a good programming
job were a scarcity that we’d be lucky to have.
If you think that sounds overly dramatic, consider that a few years
ago, Silicon Valley giants including Google and Apple settled an
antitrust class action lawsuit for hundreds of millions of dollars⁴².
The reason for the suit? These companies had entered into off-
the-record agreements not to hire one another’s employees so
as to prevent bidding up the wage of developers. Imagine for a
second that CEOs of two major cable companies in your town met
for martinis and decided not to accept one another’s customers,
elimiating competition and forcing customers to pay whatever rate
they set. Imagine your outrage. Imagine the blowback. There would
be boycotts. But when Google, Apple, and others create a cartel to
depress developers’ wages across the board, we keep studying up
for our algorithm trivia interviews and hoping to make the cut. It’s
hardly even news.
The tragedy of corporate Scrum is that the very behavior that gets
⁴²http://www.hightechemployeelawsuit.com/frequently-asked-questions.aspx#a4
Chapter 28: The Realpolitik Tragedy of Corporate Scrum 172

us branded as good developers also limits our career prospects


and forces us to remain in subordinate positions. This tragedy is
compounded when it bleeds through to the job search and interview
process. There, it becomes career-limiting not just at one organiza-
tion but everywhere we go. Let me repeat that more plainly. Being
a good developer—participating gamely in team activities, learning
enough algorithm trivia to pass interviews, being attracted to the
best organizations using the coolest tech, and so on—is bad for your
career. The real tragedy of all of this is that the current corporate
structure forces you to choose between being a good developer and
having a good career.
Now you have a firm grasp on the failure blueprint for corporate
opportunism. You fail when you show up and dutifully perform
at trivia interviews. You fail when you make yourself an open
book and indicate the need to account for every detail of your
workday. You fail when you raise the organization above yourself.
You succeed when you stop doing all this and become other—when
you start treating your employer not as a larger group with a larger
cause, but as a temporary business partner that is an equal.
Chapter 29: The
Programmer’s Escape Plan
I want to be very clear at this point. If you’re a programmer seeking
to be an opportunist, you need to start figuring out how not to
be a programmer in the near future. You need to plan for your
graduation. If that’s unacceptable to you, then you need to settle
back into pragmatism or stop working for standard corporations.
Opportunism and programming are only compatible in less tradi-
tional contexts, such as free agency (much more on this in Part 5).
I’m not saying you shouldn’t program at work. That’s a fine
(and, for many of us, fun) thing to do in your spare time. Even
programming while at work doesn’t have to be career limiting.
I’ve known CIOs and dev managers that occasionally write a script
or little program to help themselves somehow. Rather, being a
programmer is career limiting.
In Part 3, I described how Taylor and scientific management gave us
the idealist in the form of the “educated laborer.” This rounded out
the modern corporate construct of opportunist-idealist-pragmatist,
or owner/executive-manager-grunt. Unfortunately, “software de-
veloper,” and most other non-manager corporate knowledge work-
ers in general, developed as and remains a subspecies of grunt.
With more than 100 years to calcify, Taylorism and its logical
implications have nestled inextricably into the corporate condition:
owners and executives hire lackey managers to boss around worker
bees. And last I checked, “senior software engineer” or “tech lead”
are neither owners, executives, nor managers.
In the last chapter, I talked about Scrum and groveling-centric job
applications as forms of corporate belly-showing behavior. But the
truth cuts even deeper. Simply showing up to work each day and
Chapter 29: The Programmer’s Escape Plan 174

being a programmer falls into that same category, if not quite as


intensely. Servant leadership and team-first behavior in line-level
positions is the stuff idealists are made of, but showing up and
being a programmer (without an exit strategy) can characterize
both idealists and pragmatists. It categorically does not include
opportunists. Opportunists are busy figuring out how to stop being
considered programmers, even if it means potentially getting fired.
Let’s talk about why an opportunist does this intuitively, even if
that opportunist loves programming. It’s an innate grasp of the
realpolitik shortcomings of pragmatists and idealists.
Up until now, I’ve talked about the corporate pyramid and archetypes
in terms of generic workers. Pragmatists, idealists, and opportunists
exist in every type of role within an organization. But let me now get
developer-centric. What I’m about to say may well apply to other
knowledge work pursuits, but it seems disproportionately common
in the developer world.
Pragmatists are pragmatists are pragmatists. Developer pragmatists
offer no exception. They are content to show up, work as much as
necessary to retain their comfortable jobs and standing, and then go
home. They aspire to nothing in the corporate hierarchy and figure
to spend their lives programming, switching jobs periodically for a
bit more pay or when the opportunity presents itself without too
much hassle.
Where things grow more interesting is with programmer idealists,
who you might think of as junior idealists, in a manner of speaking.
As I mentioned in the last chapter, developer idealists don’t even
require any significant advancement or marginal pay to feel as if
they have arrived. Often, you can just call them “principal” and
put them in charge of the coding standards document. If they ever
actually make it to a real management role, then they start to look
more like generic, over-performing idealists.
Programmer idealists can be found in two flavors. The first is the
Chapter 29: The Programmer’s Escape Plan 175

expert beginner⁴³, who really embodies the junior idealist concept.


He conflates earning his position by attrition with earning it by
merit. And he will force you, the newbie programmer, to use his
weird coding standards and dilapidated, homegrown frameworks.
The second kind of idealist is curiously developer-specific and con-
founds the established archetypes by actually changing companies
a fair bit. This character I will call the journeyman idealist.
I plant my tongue somewhat in cheek as I evoke the guilds men-
tioned earlier, but only somewhat. The title does perfectly describe
the mentality. The journeyman idealist swaps faith in the company
for faith in the nebulous concept of the general, technical meritoc-
racy. His company is the programming industry in general, spread
across all companies and domains.
This journeyman idealist will bounce around between companies,
attracted to shifting “tech stacks,” cultures, and assembled pro-
grammer cliques at different organizations. He will accept, with
reverence, the algorithm trivia interviews at major tech companies.
If he fails, he accepts that he has work to do, but if he passes, he feels
that he has been certified in the industry. He is the island contractor
obsessed with pool construction.
It is, perhaps, a testament to the changes that have occurred within
the corporate world over the last thirty years. In most ways, the cor-
porate world has remained constant since Taylor’s time. But in some
superficial ways, changes have occurred. One predominant example
is the dramatically reduced tenure of the average employee. Rather
than settling in with a company for life, today’s workers assume
that they’ll spend five to ten years with a given company. For
software developers, this number shrinks substantially. These days,
a software developer probably lasts an average of two or three years
before moving on to greener pastures.
It’d be reasonable to assume that this trend would shatter the
idealist mentality, but reality is more interesting. In the world of
⁴³http://amzn.to/2aZ0Usx
Chapter 29: The Programmer’s Escape Plan 176

software development, idealism has become something of a co-


op. The journeyman idealist does not believe in the folklore of
the company but rather the folklore of the software development
industry itself. He signs manifestos and deifies the authors of said
documents. He accepts that, for some, pecking order is tied not to
memorization of corporate pantheon, but memorization of software
industry pantheon. He trades the corporate carnival cash of nicer
cubicles for industry carnival cash of higher Stack Overflow⁴⁴
scores. He convinces himself completely that applied programming
skill translates directly to profitability when this idea is, in fact,
absurd. He cedes perspective just as surely as his corporate idealist
counterpart does.
You’re probably now wondering why, after offering an explanation
for the behavior of opportunists, I talked at length about developer
non-opportunists. I did so because I needed to explain to you the
anatomy of the programmer’s bottom-heavy place in the corporate
world. If you have a line-level position in account management,
sales, operations, etc., pragmatists sit next to you, idealists above
you, and opportunists above that (or else on their way). If you’re a
programmer, you have two nearly orthogonal sets of idealists above
you, effectively creating a gigantic mesh of downward pressure.
As we’ve discussed, line-level pragmatism is generally a poor eco-
nomic deal. And it’s a terrible one for software developers. Garden
variety application development work outside of the high frequency
trading space can go for as high as $150 per hour on the market, and
I’ve rarely seen app dev consultancies sell it for less than $100. This
means an effective compensation of $200K to $300K per year, which
in turn allows an awful lot of room to vary developer salaries. Entry
level developers may start out as low as $40K per year and range up
to $150K per year. That’s an amazing range for a line-level position.
This range exists because we, as an industry, are much better at
nitpicking amongst ourselves over stack ranking algorithms than
⁴⁴http://stackoverflow.com/
Chapter 29: The Programmer’s Escape Plan 177

we are at capitalizing on our own market value. Predictably, we


don’t sweat the question of “Why aren’t we making $200K to
$300K?” opting instead to create gigantic hierarchies as an ex post
facto justification for our gigantic salary range. Some organizations
have software engineer I through as high as VII. On top of that,
there’s a mixture of fluff titles like “senior software engineer,”
“principal software engineer,” “software architect,” “tech lead,” and
the like. I can’t recall ever seeing an organization without at least
four levels (salary bands) of software developer. That seems to be
some kind of unspoken industry minimum.
As an aspiring opportunist, the problem starts to become obvious.
For me, my first intuition of it, without being able to articulate it
concretely, was working for a company with five levels of software
engineer and realizing that it took five years to achieve each level.
Another inkling of it came when I switched jobs and had a hard
time jumping too many of these levels. I was slated to go from
software engineer I to software engineer IV at the new company,
but those interviewing me decided to dock me a level because I
hadn’t programmed previously in the new company’s language of
choice at the time. (Having done so was not a requirement for
applying.) I picked up the language quickly and was proficient,
leading me to muse about how my career at that point had been
largely impeded by “You haven’t hung around this company long
enough” and “You don’t meet with the sacred idealist’s rigorous
twenty-five-point plan for interview approval.”
A programmer faces a preposterously uphill battle for advance-
ment, done through normal channels. With most non-programming
positions, you take the role, work hard and pay your dues, and
eventually get promoted to manager of whatever it is you’ve
been doing. But with programming, you have to run the gauntlet
of numbered software engineer positions, earn designations like
“senior,” then acquire leadership-y titles like “architect” and “tech
lead” before you even get to the point of “do it for a few years and
then become a manager.” It’s extremely uncommon to be able to
Chapter 29: The Programmer’s Escape Plan 178

bypass the journeyman idealists or the corporate idealists, much


less both.
The normal line-level opportunist’s play is some variant of up or
out. For instance, perhaps he takes a line-level role and immediately
starts making appeals to some bigwig three layers above him in the
org chart. If this works, he’s on the fast track. If he gets dinged for
going outside of channels, he simply packs up his toys and leaves
for another sandbox. He does things that will either lead to quick
advancement or quick exit, the latter of which he will try to parlay
to their advantage with, perhaps, a more-than-lateral transition.
For programmers, there is no up or out because “up” is determined
by journeyman idealists for a long time. And there’s no shortcut to
their favor—you need to hone your chops, solve their riddles, and
best them in a joust of algorithm trivia. You can try to make up or
out plays, but it really just turns into “out.” And, even though you’ll
probably get a pay raise, there’s no given that the next situation
constitutes an improvement in standing.
The opportunist has a will-to-power attitude⁴⁵ toward the organiza-
tion. The opportunist programmer is one that wants to call the shots,
the way that a department head or CTO does. And when she sizes
up the situation earnestly, she comes to understand that this occurs
neither through establishing herself through superior programming
knowledge nor through acquiring superior carnival cash. It happens
some other way.
The journeyman idealist is eternally mystified by the suits—those
folks that make the decisions. Go into any sufficiently large pro-
gramming shop and you’ll hear the philosophical musings of a
journeyman idealist. He’ll hold forth (intelligently) on how the
productivity boost from buying the dev team extra monitors would
let management recoup a return on investment within the first
month. He’ll know which programming language would be best to
use for the upcoming project and why it would have been better to
⁴⁵https://en.wikipedia.org/wiki/Will_to_power
Chapter 29: The Programmer’s Escape Plan 179

retire a legacy application six months ago instead of letting it limp


along. Yet he’ll be unable to articulate why a person in a suit from
“the business” is making these calls instead of him, except for the
self-indulgent narrative that he wouldn’t want to sell out.
The budding opportunist quickly comes to understand why the
journeyman idealist fails to call the shots. It’s because he’s a
programmer, and programmers don’t call the shots.
This in and of itself isn’t especially revealing. Pragmatists, ide-
alists (both flavors), and opportunists alike could tell you that
programmers don’t occupy organizational leadership positions and
that programmers wanting to do so need to aim for management.
But only the opportunist understands that the shortest distance
between “junior programmer” and “CTO” isn’t through the wide-
band spectrum of software development positions. The opportunist
bends corporate space-time to allow a shorter path.
In my case, I came to it via good fortune. I was slogging my way
along the software engineer roman numeral line when I happened
to arrive at “senior software engineer.” The next position I took,
however, had the job title “senior consultant.” And that has made
all the difference.
An opportunist view of the programmer condition reveals a sad
picture. Some people go to school for computer science, earn com-
puter science degrees, and get jobs as junior programmers. Other
people go to school for business, earn BA degrees, and get jobs as
project managers. Within a couple of years, the project managers
have “dotted line” authority over their peer programmers, since
the programmers are another resource in need of management.
It’s classic Taylor. The opportunist programmer thus learns that
it’s better to hang out with the project managers (and various
other analysts and product managers) and distance herself from her
fellow developers.
This vague plan of escape does not demand immediate action or
a title change but rather an attitude shift. The goal becomes find-
Chapter 29: The Programmer’s Escape Plan 180

ing ways not to participate in the software development process;


instead, you must manage it somehow. It might be volunteering
to represent the software group when talking with the business
analysts or serving as the Scrum master. But it might also be
looking for roles with titles that sound vaguely managerial or
simply ambiguous (like senior consultant). With these types of roles
and responsibilities, the programmer can stake a case for leadership
positions in a job interview. In contrast, think of a resume full of
programming language alphabet soup belonging to someone with a
propensity to talk only in terms of algorithms and the like. These are
hallmarks of a journeyman idealist, and no one would be fooled into
thinking there was a leadership position in his near-term future.
But there’s more to the escape plan than simply targeting non-
programming roles and responsibilities. It’s in the lexicon and
the manner of thinking. You need to learn the language of the
business and talk intelligently in terms of profit and loss, return
on investment, and the other terms relevant to the company’s
big picture. You also need to swallow whatever joy you extract
from correct, elegant implementations and adopt a willingness to
sacrifice Cadillac quality for time to market. You must sell out and
believe in selling out, taking your joy of working with the tech
and completely compartmentalizing it. Fun with toys is for outside
the office. Programming is not a calling, and it’s not a craft. It’s
just automation that increases top line revenue through product or
reduces bottom line costs through efficiency.
Once you’ve steeled yourself to thinking that way, the opportunities
to move toward leadership will start to become obvious: who to talk
to, what to say, and how to say it. Build the resume that you’d need
in order to apply for a dev manager job and work backward. Find
out how to get yourself in your company’s interviewing process.
Volunteer to liaise with the project manager closely so that you can
list project management activities. Same with the business analysts.
All of this is not going to be to advance your fortunes within your
Chapter 29: The Programmer’s Escape Plan 181

current company, of course. This is the company that brought you


in as a line-level programmer, and getting them to see you as any-
thing but that will be nearly impossible. Rather, you’re preparing
for your next interview—the one in which you’ll go from a title that
involves “software engineer” or “developer” to one that doesn’t. The
next move has to be significant in terms of advancement (architect),
something involving leadership or management (tech lead, project
manager) or something vague enough to serve you well (consultant,
associate).
Once you’re in a role like that, you can always leverage your tech-
nical background as much as possible to further your interests and
career. Many CIOs/CTOs come from a programming background,
as do many peripheral and line management types. But in order to
get to those roles, you need to first step out of the software engineer
assembly line and then step back in somewhere much higher up the
food chain. And that first step out requires an escape plan.
Chapter 30: Avoiding the
Delivery Trap
Assuming you’re still on board the opportunism train, the key
lesson from the last chapter is to find a way not to be a work-a-
day programmer. The easiest way to make this happen is to make
a lateral transition into a role where the title is something other
than programmer (project manager, consultant—some kind of lead).
And the easiest way to make that happen is to work backward.
Evaluate what you need on your resume to get an interview for
such a role, and then volunteer for those activities in addition to the
responsibilities of your current role (or instead of, if you’re truly not
risk averse).
But let’s deconstruct this play and get still more tangible. As I said,
programming, per se, does not create problems for you. Being a
programmer creates problems. You seek to be a leader and decision
maker in the organization, and programmers are categorically not
that. Sure, they may be experts in their particular niche, but if one
wandered into the C-suite room with ideas about how to improve
the marketing strategy or assembly line efficiency, he’d be regarded
as adorable and told to email the corporate “suggestions” email
account.
If you’re thinking that this requires more than vestigial Taylorism
to explain, then you have the right of it. The ongoing corporate
love affair with scientific management principles explains why you
need to generate escape velocity from the line level to further your
career, but it fails to adequately explain the meta-why: why does
the “knowledge worker as grunt” model persist so stubbornly, in
spite of being a terrible fit? The answer, put simply, is what I call
the delivery trap. Let’s examine that in some detail.
Chapter 30: Avoiding the Delivery Trap 183

There’s an endless kerfuffle in the software industry on the topic of


estimation. In my opinion, this results from the fact that knowledge
work is intrinsically non-linear in nature. You don’t solve a hard
computer science problem by chipping away at it 2 percent at a
time until, after fifty units of time, you finish. You solve it by sitting
there, drawing sketches on napkins and paper for weeks, having an
aha moment, and then banging out some code for an hour. If you
find yourself working on a problem that can be solved using the
chip-away method, it’s not a sign that you’re good at estimating
knowledge work; it’s a sign that you’re doing something that could
(and eventually will) be automated.
Yet in spite of the soothsaying nature of estimating complex tasks,
business stakeholders continue to wheedle, beg for, and even de-
mand estimates. And programmers continue good faith efforts to
provide them. As with anything that requires predicting the future
with imperfect knowledge, all parties do their best, and their best is
usually pretty bad.
But, unlike the quality of the estimate, the badness of the outcome
is decidedly asymmetrical. If you browbeat your mechanic into
estimating what it will cost to repair your car before he looks at it
and then he tells you $300, you’ll be extremely angry if it turns out
to be $3,000. But he’s the one that suffers. Oh, don’t get me wrong,
the shock of $3,000 in car repairs is definitely a bummer. But it was
going to happen to you anyway. It was just a matter of when. He
prolonged your ignorant bliss and, in doing so, became the target
of your ire rather than your car. For him, however, the outcome is
much worse—he now has a customer that regards him as a hack.
Had he refused to estimate at all (or gotten the estimate right), he’d
be in a better position.
Now, imagine if the customer were actually the mechanic’s boss.
Refusing to give an estimate in this situation represents defying a
direct order. Yikes.
To capture this struggle for developer-kind, someone created a
Chapter 30: Avoiding the Delivery Trap 184

meme featuring Dr. Evil and his crew laughing and saying, “We’ll
ask for estimates and then treat them as deadlines!” I have to
imagine that every developer reading can relate to this. Who hasn’t
done their best to offer a good faith estimate, under the auspices of
a promise that, “I won’t hold you to it or anything,” only later to be
held to it? “You said it would be done this week!”
This seems so cartoonishly evil that the meme resonates. It lulls us
into thinking that people who engage in this behavior are snakes.
But the reality is that this is a perfectly rational behavior for a
manager in the standard corporate context. I’ll go even further and
say that I view doing this as morally and ethically neutral.
Imagine the manager’s position for a moment. The standard belief
is that managers handle strategy while teams handle execution. A
good manager justifies her salary by getting the most out of her
team and enabling them all to be more productive, thus impacting
the team’s output more than any one individual could. If you
accept this concept at face value, then extracting an estimate at
metaphorical gunpoint and holding the estimator to it is, indeed, a
pathological behavior. But don’t accept that concept at face value.
Remember, that in our corporate world—one where global scale
comes via martial, pyramid-shaped structures—managers give or-
ders and enforce the will of the organization. This charter doesn’t
operate in compliment to the enabling, force-multiplier concept
of “the good managers get the most out of their teams.” If the
manager’s role were a pure matter of efficiency creation, then many,
many high-performing teams would simply not have managers,
since the sizable cost of a manager’s salary would not offset the
diminishing returns of trying to squeeze a bit more efficiency out
of the group.
Let’s drop the pretense, then, that the manager makes the team
operate significantly more efficiently. Now things become more
interesting. The most obvious role of the manager in a large cor-
poration is the paternalistic one of micromanagement in the Taylor
Chapter 30: Avoiding the Delivery Trap 185

sense. But the manager serves an additional function at scale in a


corporation—namely, she is an information conduit. For a massive
corporation to minimize its natural inefficiency, organized commu-
nication channels must be established, and this is, classically, one
of the key roles of managers. Managers put the business of their
teams into digest format for consumption by higher-level managers,
who then do the same, all the way up to the top of the pyramid.
Information then rolls back down in the form of corporate strategy
and policy.
In this context, the estimation game makes a lot more sense. What
managers really do when it comes to estimates, planning, and the
like, is furnish information to superiors. At some level, superiors
stake their personal reputations and positions on the outcome of
gambling on the future. What is business, after all, if not strategy
based on educated guesses about future state? “We should invest
in the hardware group because this IoT thing is going to be huge!”
“I see big things coming out of China next year, so let’s add to the
R&D budget that caters to that market.” A few prescient calls like
this can rocket your career into orbit. A few clunkers, and you can
find yourself looking for your next role—that is, unless you’re at the
line level where this really does not apply.
If you take this paradigm and trickle it back down to the line man-
agers, demanding estimates from developers, you can understand
their plight. A developer who has made some kind of boast about
getting software done this week can choose to make it happen or
not, in many cases. He can react to the work being greater than he
thought by saying, “Ugh, I guess I was wrong,” or he can react by
pulling a few all-nighters and getting it done anyway. He controls
that situation.
But that control fails even to scale to a line manager of a team of two
or three people. The line manager is not a horse running in the race.
Rather, she’s someone betting on the race in the grandstands. If her
horses fall behind, she can’t run onto the track and heroically push
Chapter 30: Avoiding the Delivery Trap 186

them until they catch up. She simply pays the price for a bad bet. So
will the manager do everything in her power to get an inside line
on the race and then psychologically use whatever means she has
to affect that race? You bet. That’s her version of pulling a bunch of
all-nighters in the form of a diving save.
Estimates are corporate currency that trade right up the ladder. If
your team refuses to provide you estimates, you can bet that your
peers (competitors, if you’re an opportunist) aren’t having the same
struggles. Do you want to be the only one without estimates for
your boss, who wants her aggregate estimates from all of the dev
managers? Do you want her to be sitting in a meeting with her boss,
with a single miss on her estimate sheet where her competitors have
all of their estimates in? Someone somewhere in the food chain is
making a call based on all of those estimates, and that call is a pure
matter of self-interest. That person wants to make a bold prediction
or strategic play and turn out to be right. Everyone below them
in the food chain needs to furnish the best possible information to
make this as likely as possible. Good estimates and predictions are
how you scratch a superior’s back, with the implicit promise that
the superior will then scratch yours.
Do you notice something interesting here? If this were a game of
musical chairs, then when the music stopped, the line-level devel-
oper would be standing. Everyone else in the corporate hierarchy
trades in guesses and predictions, strategy and machinations, orders
and instructions. The developers are the only ones that trade in
actual output. Theirs is the only tangible contribution to the whole
pyramid. And, significantly, theirs is the only narrative that cannot
easily be spun.
Being defined by output rather than spun narrative is the essence
of the delivery trap. Opportunists at any stage in their journeys
understand this implicitly and seek to position themselves where
they can write their ticket by managing their narratives. Idealists
also trade in narrative, but only superficially. In idealist-land, the
Chapter 30: Avoiding the Delivery Trap 187

official corporate narrative is the only narrative, whereas oppor-


tunists understand that narrative operates at several levels and
needs to be managed per audience. Pragmatists are unaware of
narrative in any sense that matters. Narrative, in pragmatist land, is
simply someone telling the story of how they did or did not produce
enough output.
To understand what a bad deal it is to be stuck in the pragmatists’
delivery trap, consider how the organization thinks of shortfall,
exact delivery, and overrun. In the case of shortfall, the output
generating pragmatists bear the brunt of the burden. Managers
talk to them soberly about the problem, and they find themselves
subject to performance improvement plans. Hitting a target is
celebrated with pizza for the team but treated, organizationally, as
the expected outcome. The team gets pizza the same way a Little
League baseball team gets pizza at the end of the season. Exceeding
the target (which isn’t always even possible) usually results in fifty-
dollar Amex gift cards or something. If you’re doing expected value
calculations based on outcome quality, you’ll quickly discover that
it sucks to be a pragmatist.
If you want to improve your lot, you need to find a way to
make your evaluation about narrative so that you can spin it. The
organization demands its expected output and disproportionately
praises the planners when expectations are exceeded. Heads, they
win, tails you lose.
There’s one narrative that routinely takes place at the line level
among pragmatists, and it perfectly exemplifies the problem. Con-
sider two teams. Team A routinely delivers on schedule, like clock-
work. They log forty-hour weeks, calmly complete their tasks, and
keep things humming. Team B is a high-stress group that tends to
procrastinate, fall behind, and then put forth Herculean efforts over
the last few days of a project to succeed. This team talks loudly
about their stress levels, buys huge quantities of coffee and pulls all-
nighters. After each such effort, they regale the organization with
Chapter 30: Avoiding the Delivery Trap 188

tales of their harrowing experience as if they were soldiers returning


from war. Which group do you think the organization holds aloft
as an example? Group B, every time. That is the power of narrative.
Being judged on the basis of output is a massive governor on your
career progress, set to a very low speed. As a pragmatist, you shrug
and do your best to produce a little more output. As an idealist,
you understand the importance of the narrative only inasmuch
as the organization spoon-feeds one to you about managers. As
an opportunist, you need to create one for yourself that suits
your career ambitions. But to do that, you have to get away from
delivering; you have to escape the delivery trap.
For a developer, this is not particularly easy, since your main charter
is to produce output. You’re not going to do very well if you simply
tell all parties that you’re done writing code because you want to
supervise now. It needs to be subtler.
The first thing to do is to learn from the aforementioned Team B.
Delivering something on time isn’t a remarkable story. Delivering
something on time against all odds!? Now that’s a remarkable story.
Seek to dampen expectations without being overtly gloomy, and
then blow those expectations away. Play up how much you’ve
blown them away, too. The ostensible reward will be the fifty-dollar
Amex gift card. The actual reward will be your growing rainmaker
legend.
But line-level delivery shell games can only take you so far. You’re
maximizing the narrative of your output, but you’re still responsible
for output. Start to distance yourself from that.
Any time you have lulls in your expected software delivery sched-
ule, fill those lulls by volunteering for meta tasks around software
development. Volunteer to audit the team’s use of JIRA and see if
you can’t come up with a more efficient process. Schedule some
talks with business analysts to learn the domain so that you can
coach the rest of the team on it. Dig up your team’s yearly goals
from some back email and do a research project, figuring out how
Chapter 30: Avoiding the Delivery Trap 189

to make those goals more likely. Do this during your lulls and, if
you’re so inclined, do it during your spare time.
Once that’s established, keep it going. Make it visible to manage-
ment for a while, and it will become an assumed part of your duties.
The real litmus test, and the thing that you’re angling for, is a
situation where you say, “I can’t pitch in on that second feature and
continue optimizing JIRA and coaching the team,” and someone that
matters says, “Well, we’ll just have to assign that feature to someone
else.” You need to become too “important” for simple delivery.
Don’t worry at all about title here. That will take care of itself later,
possibly at another organization. The main thing is that you want
to begin replacing your delivery responsibilities with other meta-
responsibilities, ala management. Once you do this, there’s nothing
particularly measurable about what you’re doing, and it becomes
a matter of crafting your narrative. Did the team’s defect count go
down? Well, your work with JIRA happened around the same time.
Did the defect count go up? Luckily, management was aware of the
problem a lot faster because of your work with JIRA. Part and parcel
with doing the meta-work is selling that work to those in a position
to help you. And you can’t do that if you’re snared in the delivery
trap. The output is the output.
And, speaking of output, you have a line to walk here. You don’t
want to be an incompetent programmer (or be known as one,
anyway), but you also don’t want to be your team’s cleanup hitter. If
(and I speak from experience here) you become known as the person
on a team of ten that delivers half of each release’s features, you’re
fashioning a delivery trap for yourself that’s sprung and made of
granite. You’ll never escape because the organization can’t afford
to let you. Instead, you need people to say of you something like,
“He’s a decent programmer, but where he really shines is getting
the most out of the other programmers.”
In the programmer’s escape plan, getting away from delivery is the
absolute most critical pillar. I’ll talk in the coming chapters about
Chapter 30: Avoiding the Delivery Trap 190

other facets of that escape, but this is truly thing one. Opportunists
in software development establish themselves as other, realize that
they need to escape, and then get away from delivery as quickly as
possible.
Chapter 31: Partnership
and Transcending the
Realpolitik Glass Ceiling
So far, I’ve talked mainly about the natural marriage between soft-
ware developers and either pragmatism or low-ceilinged idealism.
This has included the failure blueprint built into most developers’
career paths, in which rewarded behaviors and activities are also ca-
reer-limiting ones, indicative of subordinate status. That, combined
with the curious phenomenon of the journeyman idealist sitting
below the standard idealist, creates a situation in which developers
serious about their careers need to quickly excuse themselves from
their predefined career path. After all, you’re unlikely to servant-
leader your way past the other pragmatists and through two levels
of idealist-mesh before you’re eighty if you don’t give yourself an
advantage. There are just too many people in your way.
In simple terms, this means getting a job other than programmer.
But under the covers, this means escaping the delivery trap by
any means necessary. To borrow from Mark Twain, you want to
be Tom Sawyer⁴⁶, tricking others into painting the fence while
you “supervise.” Of course, you don’t need to approach this quite
so cynically; managers and executives really can have outsized
impacts on organizations via leadership skills or uncanny strategic
ability. But being good and advancing through the corporate world
are not the same thing, and this part of the book is about how to
advance, not how to be good.
Interestingly, both opportunists and regular (non-journeyman) ide-
alists understand the need to escape the delivery trap. Opportunists
⁴⁶http://amzn.to/2bSh74g
Chapter 31: Partnership and Transcending the Realpolitik Glass Ceiling 192

understand it as getting away from a bad deal. Idealists simply


understand it as the reward the organization gives you for overper-
formance. In other words, their reasoning is more, “If I do a great job
for Acme Inc., they’ll reward me with a promotion, which I accept
as a good thing because Acme says it’s a good thing. Plus I get to
tell people what to do.” I except the journeyman idealist from this
reasoning, since he tends to view delivering software as some kind
of sacred calling, to be treated with reverence and guarded jealously
against impostors.
The strategies I discussed for escaping the delivery trap were largely
tactical in nature, rather than strategic or philosophical. Seek out
responsibilities other than delivering software. Seize opportunities
to exhibit leadership, real or perceived. Take the standard, LinkedIn-
style career advice of emulating your manager’s behavior, but with
the non-risk-averse, delivery-escaping approach of an opportunist.
I could go on with the tactical, but better to outfit you with the
strategic framework and vision instead. You already know the goal
(delivery escape), so with a philosophical approach, you can sort
out the tactics that make the most sense in your particular context.
Recall that opportunists succeed by becoming other. This means
that real opportunists do not view themselves as employees of a
company but as single-person corporate entities unto themselves,
dealing with the rest of the corporation as a series of outsiders.
Opportunists thus view all of their relationships at work as various
flavors of partnership. And this partnership is the key to slamming
your way through the various implicit glass ceilings that neither
idealists nor pragmatists perceive. Partnership is the key to remov-
ing the governor that the corporation places on your advancement.
Let’s dissect this idea of partnership in the light of how players view
the company. Pragmatists view the company the way a spoiled
adult scion with generational inherited wealth views his parents.
It’s the thing that pays their bills and, in exchange, forces them
to put up with various discomforts, whims, and indignities. (Jour-
Chapter 31: Partnership and Transcending the Realpolitik Glass Ceiling 193

neyman idealists also share this outlook and comfort themselves


with the fraternity of programming meritocracy.) Idealists view the
company as a purely benevolent steward of their careers, praising
them when they deserve it and appropriately rebuking them when
they fall short. The company is still a parent—just a different kind
of parent.
Opportunists realize that there’s no such thing as a company outside
of tax and legal documents. In other words, opportunists don’t
view themselves as a tiny company dealing with a massive one.
Rather, they view themselves as a tiny company dealing with a
large population of other tiny companies. (As an aside, this creates a
tragi-comic vantage point for the opportunist, who is afforded the
view of pragmatist fear of and idealist adulation of a nonexistent
entity). The opportunist may as well be in a co-working space,
wheeling and dealing with partners and prospective partners.
This is why the concept of partnership is so important. Becoming
other is a matter of mindset, a matter of leaving the cave wall.
Learning to barter, broker, and bargain with partners provides the
strategic tools to enable your ascent. And understand that everyone
you encounter is a partner with varying degrees of power.
You can understand your relationships by mapping them to the
relationships companies have with one another. Your peers are like
nominal competitors in an open marketplace. Think of yourself as a
Chinese restaurant, and they’re French, Indian, pizza, and Lebanese
places. You do compete, but can also all benefit simultaneously from
a rising tide in the general market.
Your boss is basically your lone client, by default. In industry, you’re
what’s known as a captive shop—you’ve placed all of your eggs in
the basket of your only client. If that client fires you, your business
is in deep trouble. The same is true if you have people reporting
to you—they are captive shops of yours, where you are a big client
that can throw its weight around with impunity. People of influence
and “dotted line” relationships are essentially large industry players
Chapter 31: Partnership and Transcending the Realpolitik Glass Ceiling 194

with the power to indirectly ruin your day. And so on and so forth.
This partnership understanding is critical, particularly the nature
of the partnership with your boss. Once you see your boss not as
a parental champion of your career, but as the client making you
a captive shop, important realizations start to flow. As with any
business, that lack of diversification is dangerous. That’s doubly
true when you’re stuck in the delivery trap, being measured in a
game entirely of that client’s creation.
Imagine that you run a laundry service and your only client is the
hotel down the street. The hotel asks you how many sheets you
can clean per hour, and you tell it that you can do 200. It says, “We
think you can do 300 if you make the following changes, and we’ll be
unhappy with you if you can’t hit at least 250.” This is a bad position
to be in, and you would need to do something about it. Perhaps you
alter your operation or put in a lot of extra hours to keep the client.
Perhaps you diversify and look to attract new clients. Perhaps you
do your best and hope things work out.
But back in the corporate context, there’s a much better option.
What if you could maneuver the situation such that you were not
responsible for the number of sheets per hour? What if you became
a “laundry efficiency manager” and your job was not to wash 250
sheets per hour but to tell your client that the guy down the street
should be able to do 250 per hour instead of 200? That seems like a
better, safer deal.
That, viewed through the eyes of the opportunist, is why delivery is
a sucker’s game. Of the limited plays available inside the ecosystem
of players that others call a company, positioning yourself to
avoid failure setups is critical. (In fact, that positioning is exactly
what Venkatesh talks about as the core of the Gervais Principle:
perceiving failure situations early and maneuvering idealists into
place to take the fall for you). Sadly, in the current corporation,
success can largely be attributed to deftly parachuting out of failure
situations. Opportunists don’t buckle down and do what’s best for
Chapter 31: Partnership and Transcending the Realpolitik Glass Ceiling 195

the company—they count on idealists’ willingness to go down with


that ship and oblige them.
The “what would I do if I were a company of one?” exercise is
an excellent one for the aspiring opportunist. It provides a mental
model for maneuvering away from delivery accountability and
escaping line-level roles and responsibilities. It also sets your jaw
to do some things that might seem questionable—if the company
doesn’t really exist, it won’t prick at your conscience when people
say things like, “Is that really good for the company?” There’s an
aphorism that says, “People don’t work for or quit companies, they
work for or quit people.” That’s an unusual bit of opportunist advice
that floats onto social media alongside all of the crap about working
extra hours and dressing like your boss.
But what does this partnership attitude and behavior look like? How
do you pull it off? How do you translate it to real advancement?
Let’s go into more detail.
As with animals in the wild, you want to make yourself appear
big when dealing with various partners in the organization. Other
players exploit weakness but defer to strength. The key to survival
is strength at your own level, but the key to advancement is the
illusion of strength above your level. You want to cultivate a mover
and shaker air.
Imagine a world with nobles, merchants, and serfs (who, for these
purposes, correspond to executive/owners, managers, and grunts).
You’re a serf, but you want to be a noble. This means somehow
getting nobles to accept you as one of their own, in spite of your
serf-like appearance. In order to do this, you need to wander boldly
into their midst and act enough like a noble to give them pause,
and to wonder if maybe, just maybe, you aren’t a disoriented noble
that got drunk and lost his shoes. If you fool them just enough
to take you in and give you some hot medieval coffee while they
figure out your true identity, you have your foot in the door. This
is high risk because you’re actually a serf. But you just need that
Chapter 31: Partnership and Transcending the Realpolitik Glass Ceiling 196

next chance—the chance to convince them that you totally have a


minor dukedom in Canada that they probably wouldn’t have heard
of anyway, and could they help a fella out with some loaner noble
clothes and maybe a place to stay?
Back in the corporate world, you need to start imagining yourself
as a displaced owner/executive/entrepreneur with an explanation
for hanging out among the grunts. Perhaps you’ve run point on a
few startup ventures, but settled into a nine-to-five job for the sake
of a little stability for a while. Perhaps you have a side business
that’s really taking off, but you’re here, getting some perspective
at the line level. Whatever the explanation, you’re an owner and
executive among grunts by your own choosing.
You need to do this because advancing requires alliances with
comparably powerful partners that see you as an equal in the wrong
place. This inspires two sentiments in them. First (and assuming
they’re opportunists and not idealists), they’ll feel a “there but for
the grace of God go I” sentiment and have an impulse to balance
the cosmic scales by empowering you. And secondly, they’ll view
you as an ace in the hole. They have official authority but can
rely on you as an off-the-books source of advice that everyone else
overlooks.
This is an example of a quid pro quo, and it’s very much how
partnerships work in general. It’s also one of the two keys to
your advancement. The other key is having options, or at least
the impression of having options. This makes sense if you imagine
something as simple as dealing with a vendor—say, bringing some-
one out to fix your furnace. You have money that you need to spend,
and you have some options. If one of the prospective vendors offers
you some kind of freebie, like a new thermostat, that will make
you more likely to pick that vendor. And in terms of options in this
situation, you gain leverage by making it known that he’s not the
only one competing for your business. All of this is how you should
approach corporate advancement as well.
Chapter 31: Partnership and Transcending the Realpolitik Glass Ceiling 197

At every level, you want to subtly leverage the threat of the market
without being so crude as to actually threaten anything. You simply
want it to be clear that you have options, and not options limited
to your group or even your company. Amateurs do this by securing
a competing offer and wielding it like a temporary cudgel. Masters
have no need to do this, since they constantly exude options without
resorting to obtuse declarations like, “I have an opportunity to work
somewhere else, so give me more money.”
You can do this in many ways, and you’ll need to find the strategy
that works for you. Little things like tons of contacts and recommen-
dations on LinkedIn can actually help. Speak extensively about your
experience in other places, cultivating an air of the cosmopolitan
that stands in stark contrast to your peers that have only had one
or two jobs. Moonlight on the side and talk about your experience
doing so. Casually cite experience on the level of your superiors in
a flattering way. “I like what you’re doing in terms of dividing up
the break/fix work—when I used to run a team, I had a strategy
that I thought was pretty good, but I’ve definitely learned a couple
of things.” The message that’s actually heard below the superficial?
“I’m actually a peer of yours, but I’m not here to threaten.”
One of the best ways to really hint at options is to change the
game in stock asymmetrical situations. For example, consider a
performance review. Right at the outset, tell the reviewer, your boss,
that you’re not really interested in more money. If she wants to
show appreciation for your contributions, she could show it instead
by letting you do some research into more efficient ways to manage
the feature pipeline for your group. Explain that this would scratch
a personal and professional itch of yours.
In one fell swoop, what you’re really saying here is, “I don’t need
money, I’m intelligently interested in management, and I politely
reject this silly performance review process.” There is some risk
in an approach like this, particularly if your boss is an idealist,
committed to the farce. But as I’ve said all along, this is not a game
Chapter 31: Partnership and Transcending the Realpolitik Glass Ceiling 198

for the faint of heart. Deftly done, there’s not too much risk since
you’re not saying anything untoward. The most likely outcome is
that your boss regards you in a new light, as more of a peer and
something of an enigma. “I don’t understand…who turns down a
raise? That guy must have some kind of interesting master plan,
and he probably doesn’t need this job badly.”
Remember, though—never threaten. Even in a situation where what
you’re saying is a threat, couch it as “just business.” If you take a
gig in another department or accept another job offer, don’t throw
it in anyone’s face or delight in it. If anything, present it in such
a way that a boss or compatriot is left in the end saying, “You
should definitely do that.” You’re not vanquishing foes and you’re
not settling debts—you’re playing the game well, simply creating
advantages for yourself.
You always want to leave your partnerships in as good shape as
you can because of the second ascendant consideration: the quid
pro quo. If you convince a soon-to-be-former boss that, in your
position, she would also take the competing offer, she’ll remain
open to continuing to have a relationship with you and maybe even
look for mutually beneficial arrangements. Having other options
isn’t a crime, after all—any sensible opportunist does that. But they
also constantly look for ways to offer value and then to get a fair
price for that value.
Pragmatists and idealists tend to fail spectacularly when it comes
to the quid pro quo aspect of partnership. As an example, consider
something that you would find for a dime a dozen on BuzzFeed
or LinkedIn in terms of career advice: at performance review
time, you should march into your boss’s office with a list of your
important accomplishments over the last year. Then you should
say, “Here are all of the reasons I deserve a promotion. I have
exhibited LEADERSHIP, and I went out and got officially certified
in LEADERSHIP, and I am thus ready for a LEADERSHIP role!” Lay
out the case for your boss about how awesome you are, preferably
Chapter 31: Partnership and Transcending the Realpolitik Glass Ceiling 199

in PowerPoint or something. Right?


Goodness gracious, no. Oh, don’t get me wrong. That’s a great way
to secure a 4 percent COLA instead of a 3 percent COLA because
your bored boss is going to say, “Oh, for the love of God, fine,
because you’ll annoy me all year if I don’t throw you a scrap.” But
ascendant opportunists are not looking for scraps. You don’t have
time.
The trouble here is that the idealist/pragmatist taking this advice is
not offering anything. He’s a student asking for a good grade and
some extra credit, not a partner dealing with another partner. If
you were running the laundry service mentioned earlier, would you
ask your customers for more money because you were “certified in
leadership?” Of course not. That’s worthless to them, and you know
it.
Opportunists don’t demand merit evaluations, and they don’t wait
for performance reviews. If you want your boss to really hand you
some valuable benefits, you need to do the same for her. Make her
life better somehow, then look for reciprocity.
You don’t make your boss’s life better by “demonstrating integrity”
or whatever pap tends to wind up on official performance review
documents. You make her life better by improving her prospects.
Find out on what basis she’s being evaluated and what her goals
are, and then take steps to make those things happen. The official
stuff doesn’t matter. Remember, there is no company. But your boss
is your only client, so improving that client’s life will bode well for
you (at least until you secure better options).
This quid pro quo sentiment can go beyond your boss, particularly
if it is, at least on the surface, good for the organization. And it’s also
best if you can incorporate your own marketability and connections
outside of the company as well. For instance, imagine that you work
for a moderately-sized web development consultancy. Picture the
leverage you’d have if you went to your boss (or a VP or whatever)
and said, “my brother-in-law runs a multi-state restaurant chain
Chapter 31: Partnership and Transcending the Realpolitik Glass Ceiling 200

that’s looking for a new interactive website. If I can help bring


them in as a client, would you let me be the team lead on the
engagement?” You’re offering a perfectly reasonable quid pro quo
that will make the company money. That’s vastly superior leverage,
compared to “I did pretty good last year at, like, leadership qualities,
so I want a promotion.”
Partnership is a subtle, powerful consideration. I’d love to be able
to tell you all of its intricacies and give you a foolproof blueprint
that will work for you. But, sadly, no such thing exists. It simply
requires practice.
But if you keep in mind the idea of quid pro quo and the notion
of having options, you’ll have an excellent framework to realize
the benefits of internal partnerships. And this framework can also
help you navigate political minefields, such as contentious peers or
corporate enemies. Partnership greases the skids for your rise out
of delivery, out of line-level positions, and up to the highest levels
of the company. But in order to keep that going, you have to avoid
becoming mired in the trappings of idealism. I’ll cover that in the
next chapter.
Chapter 32: Avoiding
Carnival Cash
I’ve talked extensively about carnival cash, the currency of the
idealist. Recall that carnival cash is the term for corporate perks
devoid of market value outside of the company. This includes
things such as special parking spaces, better cubicles or offices, and
employee-of-the-month awards.
Implicit in my description of the corporate hierarchy is the idea
that, if you’re serious about opportunism and success, you want to
avoid hoarding carnival cash. This isn’t the same as deciding not
to value the carnival cash. You don’t want to have it in the first
place. If someone walks up to you and dumps a pile of it in your lap,
whether or not you value it will be immaterial (and unknowable)
to anyone sizing you up. If you’re standing there with all of the
novelty prizes from the carnival, a passing opportunist will note
you for the idealist that you appear to be, not the opportunist that
you’re determined to be.
Your path to opportunism is thus fraught with the danger of stalling
out. Getting stuck in the delivery trap makes you a perpetual
pragmatist. Getting stuck with a gigantic hoard of carnival cash
renders you a perpetual idealist.
In the last chapter, I talked about a hypothetical laundry service and
how it’d be a better deal to be in charge of managing the laundry
service than to be on the hook for actually cleaning some quota of
sheets. Think of the laundry service again when considering the
dangers of carnival cash to your partnership-oriented mentality.
Would a professional laundry service accept a “laundry service of
the month” plaque in lieu of a month’s payment? Would it view a
special parking place in the front of your visitor parking section as
Chapter 32: Avoiding Carnival Cash 202

acceptable instead of a late fee? Of course not. Would it even accept


these patronizing gestures at all? Unlikely.
So, if a small independent business wouldn’t do it, you shouldn’t
do it either. But here’s the rub. Large segments of the company
you work for believe in the company as an entity and would look
askance at you refusing to accept corporate baubles. You need to be
subtle when it comes to avoiding suckers’ currency.
And, by the way, don’t underestimate the surprising allure of
carnival cash for everyone—me included. It’s easy for me, as a free
agent and outsider, to tell you antiseptically not to value feel-good
office recognition. It’s a lot harder when you’ve been boots-on-the-
ground for years and you’re earning accolades that make everyone
around you impressed and jealous.
I get that. But you have to stay strong. It helps to play the part-
nership-centric game of asking yourself “What if I were a small
business?” Tell yourself that, instead of recognizing you, the people
in question could simply pay you. And yet, they aren’t.
Before I go further, let me offer an example so that subsequent
abstract references have a bit more grounding. A few years back,
I consulted for a client with a flat IT organization structure. There
were VP-level folks, then a hodgepodge of people at different im-
plied levels but with a uniform reporting structure. Since the Taylor
model has entrenched itself so neatly, we tend to recreate unofficial
organizational pyramids in the absence of explicitly defined ones.
This place presented no exception.
During the IT department’s all-hands/department meetings, a feel-
good corporate activity would take place, budget permitting. The
rules were fairly straightforward. The VP running the meeting
would throw a call out to the audience to nominate someone who
had gone above and beyond. Game participants would nominate
someone and briefly describe that person’s heroics. Once the nom-
inations finished, VP would call for a vote. The top three people
Chapter 32: Avoiding Carnival Cash 203

would get a prize—let’s say $100 gift cards, since I don’t recall the
exact prizes or figures.
This may seem like a rather mundane, if generous, corporate
activity. And against the backdrop of corporate inevitability, this
actually is far more generous than what most companies do. It
came from a good place. But for our purposes, this activity serves
as a realpolitik petri dish, where one can take pristine samples
of pragmatism, idealism, and opportunism. Here’s how it would
typically shake out.
The people that would receive gift cards and celebrate them were
clearly pragmatists. Pragmatists cede hope while maintaining per-
spective, so their attitude tends to be, “Yeah, man, I’ll take $100!”
(For all I know, clever ones may have entered into partnerships to
alternate up-votes for one another, but I wasn’t an interested party.)
Now you might think that the idealists would also compete, though
more for the recognition than the prizes. That’s reasonable to
assume. But recall the important detail of the flat management
structure here, and the idealist behavior makes more sense. The
idealists eschewed the cash prizes and nominations in favor of being
nominators. Why? Carnival cash! Nominating the little people for
recognition is the sort of thing The Boss does. Idealists engage in
boss posturing. Being a nominator represents status to them (and
worthless carnival cash to anyone looking, since it has neither value
nor significant impact on their actual standing). There is perhaps
nothing more exemplary of the idealist condition than passing up
actual cash for a chance to posture.
What did the ascendant opportunists do? They avoided the whole
scene like the plague. An opportunist does not want to be re-
membered like the pragmatist here, reminiscent of a dog pleased
at having a milk bone tossed his way. Recall that opportunism
requires you to act as a business entity and cultivate an air of
options—partners with options don’t get pumped about nominal
sums of found money. But the opportunist also does not want to be
Chapter 32: Avoiding Carnival Cash 204

remembered for chasing carnival cash. Partners with options don’t


need to aspire to leadership positions with wishful mimicry. So the
opportunist stays away—there’s no good outcome to be had here.
The opportunist does not want to be remembered for either type
of behavior. Indeed, the opportunist generally does not want to
be remembered at all in games without power stakes. Would an
opportunist seek a gift card as recompense? How about the oppor-
tunity to look like a boss by nominating someone for a gift card?
Of course not. The opportunist would say, “If I’ve done something
worth calling out at some kind of ceremony, then I’ve probably done
something worth a lot more than $100. I don’t want a gift card, and
I don’t want the tacit ‘perk’ of being trusted to decide who should
receive gift cards. I want a cut.”
Bear in mind that the opportunist’s peril in this situation is not that
she might fail to negotiate a cut. The opportunist’s peril is getting
swept up in the organization’s normalization of not ever being at
the negotiating table to try to claim that cut. And there’s no faster
way to lose your seat in real power discussions than to be viewed
as the kind of person that can be bought off for $100 or, worse still,
can be bought off for the prize of giving someone else $100.
The actual, already-ascended opportunists in the organization par-
ticipated only in running the ceremony and approving the budget.
The ascendant opportunists made themselves scarce by avoiding
nominations and avoiding speaking up. I suspect some of them
found reasons not to attend an all-hands meeting in the first place.
(And being too busy for such an event is actually an excellent
opportunist strategy.)
Let’s now unpack additional, abstract meaning, using that example
to ground things. The first generalized theme is that you need to
avoid “‘A’ for effort” recognition as if it were a pile of dog poop
that was also poisonously radioactive. Never, ever be in a position
where being patted on the head and tossed a treat is an acceptable
substitute for compensation for the value that you bring.
Chapter 32: Avoiding Carnival Cash 205

Don’t confuse this with advice not to work hard or even having
people recognize that you’ve worked hard. You absolutely can and
should work hard when appropriate. Work hard to help your boss
advance. Work hard to bring in extra money for your department.
Work hard to generate internal and external leverage to help your
situation. But whatever you do, do not work hard to please some
superior in the hopes that they’ll deem you worthy of a raise
someday.
In fact, acceptance of passive reciprocity will bite you. By “passive
reciprocity,” I mean any situation in which you spew surplus value
with no predefined negotiated compensation.
In the last chapter, I discussed quid pro quo and the need to
offer something of value before asking for something of value.
If you want a raise, don’t talk about how you’ve improved your
leadership skills; offer to bring in a new client. The converse also has
importance here. Don’t expend herculean efforts for free without
negotiating some consideration ahead of time. For instance, don’t
land a major client for your company and then sit back and see
what they’ll do for you. If you’re lucky, it will be a cash referral
fee. If you’re lost in an idealist wasteland, it will be “employee of
the month,” with access to a special parking space and a promise
that it will be remembered next year at performance review time.
Think back to your laundry service. If you wanted to diversify your
offering, would you wander out to the parking lot and wash your
customers’ cars while they waited, hoping they would throw you
a few dollars? Or would you say, “you know, I can wash your car
while you wait…” and then talk terms?
Now, I know what you may be thinking. “Making demands for
doing your job well sounds risky.” Well, let me emphasize a few
things. First, I said from the outset that opportunism is a high-risk
game. Second, we’re not talking about doing your job but about
going way above and beyond your job; you have to do impressive
(or high-leverage) things to move up quickly. And third, you’re not
Chapter 32: Avoiding Carnival Cash 206

going to saunter in and make demands; that’s the idealist cartoon


of negotiation, not real negotiation.
Present these quid pro quos as win-win, and leave yourself a
plausibly deniable out. Consider the example I mentioned earlier.
You tell your boss that your brother-in-law runs a firm and ask if
you could be made team lead if you can bring in that business. If
boss says yes, then great. If boss is an idealist and says, “It’s your
duty to the company to bring in business” or “Bring in the business
and we’ll see what happens,” then don’t argue with him. Simply
agree, and then don’t bring in the business. If boss asks about it
later, just smile a little and say, “I tried, but he just wasn’t that
interested.”
To go back and borrow Venkatesh’s term, you’re now speaking
powertalk. Superficially, no idealist or anyone else can quibble with
you. You went above and beyond your job description to try to do
something for the company. You didn’t deliver a new client, which
is not ideal, but you also didn’t fail at anything either—this was
pure extra credit. Below the surface, however, you’re clearly saying,
“I’ll wait for a better offer before we revisit this.” If idealist boss or
anyone else wants it badly enough, they’ll cough up an agreement
for you to be team lead, and you can “try again” with your brother-
in-law.
It’s rare that you have true leverage, particularly in a line-level
position. If you’re a positive sum sort of person, look for mutual
wins that come from external resources. This helps keep your
network healthy and your market value high, as an added bonus.
You can also, if you’re so inclined, make zero-sum internal leverage
plays. That’s not really my style, so I won’t go into too much detail,
but suffice it to say that there are myriad ways to have something
that someone else wants (or to know stuff that gives you leverage).
Be careful exerting pressure on people in this fashion. You make
enemies and the stakes go way up. I don’t like that, myself.
When you’re able to manufacture some leverage for yourself, do not
Chapter 32: Avoiding Carnival Cash 207

squander it. Do not voluntarily accept carnival cash. Do not give


anyone the opportunity to swoop in and dump it on you. Avoiding
carnival cash as recompense is critical.
But carnival cash as a quid pro quo consolation prize is not the
only source of this dangerous currency. You tend to accumulate it
naturally if you stay in the same place for very long. Maybe it’s an
engraved blender for your five-year anniversary with the company.
Maybe it’s a policy that the most senior team member gets the
cubicle with the only leather chair. Or maybe it’s just the standard,
subtle deference that comes along with seniority. No matter what
its source, the game is the same. Like a ship, lack of motion earns
you barnacles for your (lack of) trouble.
Let’s stick with nautical theme for a second. You need to be like
a shark. You must always keep moving. Always be transferring,
switching roles, switching jobs, switching projects. If you start
hearing things about yourself from coworkers along the lines of,
“Oh, [insert your name] has been saying we should implement that
forever,” then you need to march into your manager’s office and tell
him you badly need a change of scenery.
This holds true for line-level opportunists looking to break into
management, but it holds especially true for managers. Shark
managers ascend through the narrative control that I talked about
earlier. All transfers can be spun as taking on new challenges,
graduating to more responsibility, or even staging victorious re-
treats. Suckers and idealists go down with the ship. Sharks like you
swim away and live to fight another day. And most importantly,
they don’t stick around long enough to get noticed for a hoard of
accumulated feel-good carnival prizes.
Another subtle consideration, as you move around and avoid car-
nival prizes, is to avoid getting too immersed in the corporation’s
mythology, buzzwords, and backstory. Idealists revel in this sort
of filler. Fluency with it is no different than a big stack of “Super
Effort!” plaques lining your walls. In fact, there’s a bit of power
Chapter 32: Avoiding Carnival Cash 208

signaling that goes on when you strike just the right balance
between operating in the company’s interests and skepticism for
its folklore and terminology. You’re saying, “I’ll help out, but on
my terms, and without the BS.” Do that just enough to let the
opportunists know that you have external prospects and expertise to
offer (they, after, all, understand the mythology is necessary to keep
a healthy idealist layer intact), but not enough so that the idealists
start to call for your head as a heretic. And, of course, you can tune
your message a bit for your audience and ham it up a little to humor
idealists, if need be.
I’ll close out the chapter by offering one last piece of comfort.
If you find yourself in a situational quagmire, stuck in place for
too long or pinned down and confronted directly with carnival
cash recompense, all is not lost. No single employee of the month
award will relegate you to idealist purgatory forever. I’m more
talking about the noble act of politely refusing carnival cash. Let’s
revisit the realpolitik petri dish from earlier in the chapter. If you’re
sitting there, minding your own business, and someone nominates
you for $100, you have options. Stand up and graciously say that
you can’t accept it because it was really Bob who did all of the
hard work. Or consider a hypothetical scenario: you’re offered
acknowledgement at some huge department meeting for landing
a new client. You could always say something like, “I really get
uncomfortable with that sort of broad recognition for my own work
when so many of my teammates contributed to the pre-sales and
onboarding processes.”
To pragmatists, you seem magnanimous, and to idealists, you seem
like an idealist. You’re avoiding the limelight and deflecting credit
and praise to others. But to opportunists, you’re attracting an
arched eyebrow of interest. They see you saying, “I don’t value
this nonsense, so you can keep it.” That’s going to open you up to
discussions of true weight and impact.
So form your partnerships as if you were a business. Offer and
Chapter 32: Avoiding Carnival Cash 209

demand quid pro quos and understand when you have leverage.
And always keep moving, lest you gather barnacles. If you seek and
offer legitimate consideration and you avoid carnival cash, your rise
will be swift and steady.
Chapter 33: The Art of No
You can simply say no to offers of carnival cash; that’s true, and
it’s important. But saying no is a much larger concern in your
ascendancy in general. It deserves its own chapter.
You need to avoid situations that impede your progress, which,
beyond offers of carnival cash, might also include setups for failure
or obviously subordinate assignments. Steering away from danger
and status reduction is an art. Once you’ve worked your way up
into the organization, a lot of this is done by maneuvering idealists
into tactical locations. In the interim, you must be resourceful.
In 2016, I wrote a blog post called “The Beggar CEO and Sucker
Culture.”⁴⁷ The eponymous CEO was “Victoria,” who wrote to some
corporate Dear Abby on LinkedIn, asking for advice on how to get
her employees to put in extra hours at the ol’ labor mill. She didn’t
like that her company’s culture was one in which everyone worked
“only” their eight hours. She wanted them to be passionate about
the organization and put in overtime for the love of the game. I
called her the beggar CEO because she essentially asked, “How can
I pressure my employees to work unpaid hours?”
I believe the popularity of the post came from my disdain for
Victoria’s sentiment. I called for a stop to what I described as,
“sucker culture,” which I view as an apt name for the idealist arms
race to work more free hours than those around you. I suggested
that we, as a collective, stop wearing mountains of unpaid overtime
as a badge of honor. People can read into that as they will, but my
objection was less humanitarian than logical. Working like this for
pennies on the dollar makes us suckers. Sucker culture normalizes
suckerhood to the point that the Victorias of the world whine about
⁴⁷http://www.daedtech.com/the-beggar-ceo-and-sucker-culture
Chapter 33: The Art of No 211

it when their employees have the temerity to act in their own


rational best interests. “Can you believe these lazy pragmatists only
want to work when I pay them?”
For pragmatists, the prevalence of sucker culture is a real bummer.
Sucker culture’s essential mandate is “Say yes to everything the
boss wants, no matter what, and then do even more than that.”
Pragmatists thus find themselves in situations satirized by Office
Space, ducking around the office like Peter in the hopes that
Lumburgh can’t see him before he leaves.
Idealists relish sucker culture, and I think there’s something of a
chicken and egg dynamic. Which came first, sucker culture or the
suckers? Organizations in decline tend to become idealist-heavy,
having such powerful sucker cultures that pragmatists start heading
for the exit through voluntary and involuntary attrition. Does
sucker culture drive this decline, or is it simply a byproduct?
Ascendant opportunists thus have a unique challenge when it
comes to pushing through the miasma of the idealist layer with its
culture. This is particularly true of programmers because of the dual
bands of idealism above them: regular and journeyman. Regular
idealists think you should put in a lot of extra hours for the love of
the company, and journeyman idealists think you should do it for
the love of the craft. (The journeyman idealists’ attitudes here are
preferable since at least it benefits you to put in extra time to make
yourself skilled, unlike toiling away on weekends for the company.)
Ascendant opportunists have to learn the art of no. The art of no is
broad and subtle, though. It dives far deeper than simply blurting
out the word “no,” which I’d rarely, if ever, advise. And it comes in
many flavors.
The first flavor I’ll address is what I’ll refer to as “no by saying yes.”
It’s certainly the sneakiest way to say no, but it’s also the one that
involves far and away the least amount of conflict. You agree to
something that doesn’t benefit you, but instead do something that
does.
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Here’s the simplest form of “no by saying yes”: agree to do some-


thing and then don’t do it. This is often risky and easy to peg, of
course. Boss tells you that everyone’s going to have to dig deep and
come in on Saturday, and you either don’t show up or you beg off,
saying that you’re sick. That’s not a good idea, since it makes you
look flaky and unreliable.
For this play to be something you should even consider, the asker
would need to have extremely low status and the ask would have
to be something that would torpedo your prospects. Contrived as it
may seem, the best example I can think of is that your boss asks you
to march into her boss’s office and tell him he’s making all kinds of
mistakes. In this absurd situation, the best option (while you look
for other jobs) might just be to tell your boss that you did it and that
his reaction was to get angry and demand no one ever mention the
conversation again.
More realistically, I’d advise you say yes to things and then advance
your own interests. For instance, consider Victoria and her hand-
wringing over the organization’s lack of sucker culture. She seemed
to want nothing besides people physically being at work longer
(there was no mention of why she wanted those longer hours or
what value she hoped they would provide).
Whether Victoria asks for extra hours explicitly or passive-aggres-
sively, you can say yes to staying later while quietly saying no
giving her free labor. Instead of spending those extra hours doing
anything for the company, work on beefing up your network,
looking for other prospective roles/clients, leveling up a skill, or
simply doing some personal errands. You can be there ten or eleven
hours a day without working more than eight. No one will know
the difference. You’ve said no by saying yes.
“No by saying yes” gives you a play in situations where assent
is hard to verify. Corporate citizens have a complete blind spot
for evaluating contribution value, so they use proxies like hours
present. With such proxies in use, the law of unintended con-
Chapter 33: The Art of No 213

sequences becomes a veritable certainty, and compliance while


advancing your own interests becomes simple.
In situations with far less muddy waters, you have other options.
In the last chapter, I described a specific instance saying no that I’ll
now call “no by self-effacement or sacrifice.” In that chapter, our
hero opportunist downplayed his role and refused a cash reward.
This is perhaps the best technique for avoiding carnival cash, but it
can be used in other situations, too. For instance, consider a dubious
“plum assignment” that actually sets you up for failure.
Such assignments represent frequent channels for bounded ad-
vancement in the idealist world. If some opportunist mistakes you
for an idealist, you might find yourself “promoted” to work on an
account or project that will certainly fail. “We know it’s a reach,
but we feel that, if anyone can do it, you can,” they tell you.
Counter (and show them that you’re not an idealist) by saying, “Oh,
I appreciate the offer and am flattered, but I think Jim has been
putting in tons of hours and would be a much better fit.”
Be careful with self-effacement, though. The last thing you want to
do is receive some kind of offer and turn it down by saying, “You
don’t want me. I’m a moron.” Rather, you want to self-efface using
an apparently beneficial but really suboptimal trait—hence the “tons
of hours” that Jim’s been working.
Telling someone they want Jim because of all the hours he puts in
is really saying, below the idealist radar, that you recognize you’re
being set up for a slog, and you’re offering Jim instead because he
works harder and not smarter. Beg off in favor of others because
of traits they exhibit like dedication, working long hours, loyalty,
tenacity, and the like. Be sure you’re talking about things that tend
to exhibit diminishing or negative marginal returns. Don’t tell them
that Jim is more strategic or smarter than you.
A related but more compelling form of no is “no by counteroffer.”
With this tactic, we begin a dive into better examples of powertalk
Chapter 33: The Art of No 214

and maneuvering. Saying no with a counteroffer is really just


saying yes to another question.
In the world of improv, as I understand it, actors avoid the word
“no” in favor of “yes, and…” when continuing the improvised dialog.
For instance, let’s say that the first actor says, “I’m a serial killer
responsible for gruesome crimes,” and let’s say that the second actor
prefers more lighthearted topics. He wouldn’t (indeed, can’t, per
the rules of the game) say no. Instead, he’d say, “Yes, and after
undergoing a revolutionary new brain surgery, those impulses have
been replaced with a desire to be a philanthropist!” The second actor
basically says no via redirected narrative.
In the world of negotiation, offers and counteroffers represent a
course correction of shared narrative. If you have your house on
the market for $200,000 and I make an offer of $175,000, I most
likely don’t say, “Your valuation is wrong, so I’ll give you $175,000.”
Instead, I say something like, “$200,000 is outside of my budget,”
or, “I can get a similar house for $170,000 two towns over.” I offer
additional information and steer the shared narrative toward the
outcome I want. If the other person counter-counteroffers, she
might say something like, “Ah, but that house two towns over is
part of an inferior school district, so it makes no sense to sell for
less than $190,000.”
Control your situation via narrative-altering counteroffers. If your
boss wants to bury you on some backwater legacy project, don’t
accept that. But don’t resist by pouting or by kicking and screaming.
Instead, offer something else. “I’d really prefer to see my current
project through. What if I stuck with it 75 percent of the time
and dedicated another 25 percent plus some overtime to getting
someone else going on that project?” You’re not simply prevailing
upon your manager’s sympathy or offering the unspoken threat
to be disgruntled for a while. Rather, you’re implicitly expressing
your preference, but doing so in value terms (value to the current
project) and offering some actual skin in the game (your overtime).
Chapter 33: The Art of No 215

You’re changing the narrative—implying that your project will


suffer without you and that the alternative project can still flourish
with you in a reduced role.
“No by counteroffer” can be effective without being sneaky, but
it can also fall flat. If the request comes from your boss, then
your attempt to say no can fail to hold up. She might simply say,
“Sorry, you’re switching projects.” Certainly it does not provide you
a bulletproof solution, but it does offer you at least an alternative
to simply resigning yourself to fate or to begging and sulking.
You can do a bit better than “no by counteroffer” if you’re clever.
Specifically, I’m talking about the next form: “no by better idea.” It’d
be fair to consider it a strict subset of “no by counteroffer,” in which
the counteroffer is a better idea. But I recommend considering it
separately.
“No by better idea” happens when someone throws something at
you and you offer a demonstrably superior solution. If you look
at “no by counteroffer,” the counter isn’t necessarily superior. Just
different. Better ideas don’t tend to involve phrases like “I prefer,”
and they don’t really amount to quid pro quos or horse trading.
They involve addressing the same problem, but in better fashion.
This requires root cause understanding.
For instance, with the previous example, did you stop to wonder
what the official reason was for the boss sticking you on a back-
water project? You should start thinking in these terms, if you
aren’t already. Yes—I’m saying that, in this case, the surface reason
matters more than the underlying reason. (That is, if one exists.
Your manager can’t say, “I’m putting you on this project to punish
you for being personally annoying to me.”)
Let’s say that you ask that question and the response comes back,
“Well, it’s a C++ project, and nobody here knows C++. Since you
know C, you’re is the closest we’ve got.” You counter with, “Steve
two departments over is actually a C++ guru, and he’s just rolling
off of a project. I bet you could borrow him for a while. That way
Chapter 33: The Art of No 216

you’d get someone better on that project while not losing steam on
the one I’m assigned to.” Unlike your previous horse trading, this is
a superior proposition in all ways. Both projects have better suited
staffing models and the organization avoids an idle developer for
any amount of time.
Now, I imagine you’re wondering what to do if you don’t have a
Steve in your back pocket or if you don’t think well extemporane-
ously. I’d say that’s fine. There isn’t a particularly critical shelf life
on this form of no. You can always gameplan for a few days and
see what you can come up with.
The potential political fallout from this play is too fractured to
address definitively. It can really vary, depending on to whom you
say no and the nature of the idea in question. It could be your boss,
and your boss could respond with, “Wow, thanks—that’s great!” Of
course, if the boss was trying to bury you to satisfy a grudge, they
might simply refuse, or they might say, “Wow, thanks” angrily,
through gritted teeth. Same kind of gamut applies to people not
directly above you in the org chart.
The one word of caution here is to check your own ego. If you come
up with an inarguably better idea and present “no by better idea”
to your boss, he may simply look at you and say no anyway. Don’t
blow your stack and sputter about his shortsightedness, like Andy
Dufrane in The Shawshank Redemption calling the warden obtuse.
Realize going in that there may be more at play than what happens
on the surface and that superior arguments may not carry the day.
If they don’t, it’s a data point.
And finally, realize that this “no” play can apply to major shakeups
or just the day-to-day. Boss wants you to put in extra hours slogging
through a log file, looking for certain kinds of events? Write a script
to do it instead and present that toward the end of the day. Go enjoy
your free time.
Now, let’s get into even more political forms of no. Consider the
case of “no by negative sell.” In case you’re not a connoisseur of
Chapter 33: The Art of No 217

sales techniques, I’ll briefly explain the concept of a negative sell.


You might think of it as reverse psychology. When someone tries
to sell you something, particularly something of which you are
skeptical, the encounter tends to follow a predictable script. They
try to convince you to buy the thing while you list reasons for
your skepticism. In the case of a negative sell, they confuse you by
suddenly switching gears and asserting that they no longer want to
sell to you. The idea is that you become subconsciously indignant
and start to convince them that the sale makes sense.
Here’s a pretty simple example. Imagine that you’re picking out a
piece of jewelry for yourself or a significant other. The way this
typically goes is that you walk into the store and the people there
try to convince you to shell out a lot more money than you want to.
After a bit of this, you might decide to leave and go to the central
mall kiosk with the costume jewelry or something. But now imagine
you ask a salesperson for help. He sizes you up and says, “I think
you might have better luck at the costume jewelry kiosk.” I dare
you to tell me that at least some tiny part of you wouldn’t want to
reach for your credit card to spite him and show him what kind of
spending power you could bring to bear.
In the context of saying no to people in the organization, this one
is best applied to people with ambivalent interest in what they’re
asking you to do. Consider the simple case of avoiding carnival
cash like an employee-of-the-month award. You could do a “no by
self-effacement,” demurring by saying that you aren’t qualified. But
that’s actually a positive sell, in which you successfully sell the idea
of being denied the award. The negative sell would be to push them
in the opposite direction by being unseemly eager for it. This is a
slightly weird example, but hopefully you get the idea.
Negative sell is subtle and not always relevant to saying no, partic-
ularly in the case of having some bummer assignment dropped on
you. You’d need to flip the discussion back to the opposite outcome
and then try to prompt the asker to convince you that the opposite
Chapter 33: The Art of No 218

outcome actually makes sense. That is not necessarily easy when


they’ve already thought this through. Still, this technique can come
in handy from time to time.
A negative sell, even when not successful, can generate leverage
and better offers. For instance, when I negotiate with clients who
ask me to take on work that I don’t really want, I often negative
sell. But it’s in earnest. I genuinely don’t really want the business.
Sometimes they’ll bargain me up to the point that I acquiesce. An
interesting thing has happened here, though. They got their way (I
failed to say no), but we’re both aware that they need it more than
I do. I acquire general leverage in the relationship.
“No by leverage” is probably the most powerful form of no that I’ve
listed so far. I’d say it’s also the most perilous. This is where you
say no by virtue of being able to create consequences for the person
asking something of you.
To understand why this is dangerous, let’s consider the employee-
of-the-month award in lieu of money situation again. You could
exert some very self-defeating leverage in the situation by, say,
hinting to the boss that you’ll get drunk at the awards presentation
and make a ridiculous speech. Your leverage is the boss looking
stupid. But to acquire it, you offer the disproportionately greater
leverage of termination for cause. Better leverage plays take the
form of stuff that doesn’t blow back on you.
I don’t want to spend a ton of time on this one because it can get
fairly dark. After all, the line between leverage and extortion or
blackmail is a fine one. If your boss, in a moment of weakness,
vented to you about her boss via email, that gives you leverage.
Whether you attempt to use it the next time she asks for something
is your peril, both ethically and career-wise. I won’t advise here
except to say that the situation can give you a very powerful way
of saying no, and it also can set you on an ugly path.
The last one that I’ll mention can also range from simple to ethically
perilous. I’ll call this “no by anticipation.” If you get out in front of
Chapter 33: The Art of No 219

situations, you can stack the deck pretty heavily in your favor. For
instance, if you sense a low-status death-march slog coming on,
you might differentiate yourself with a voluntary slog for a bunch
of weeks before the main one arrives. Once it comes, you may have
positioned yourself for some reprieve.
On the flip side of this comes some behaviors that are politically
smart but rent-seeking in nature. The Daily WTF has an entry called
“The Speedup Loop”⁴⁸. It describes a team of developers working on
an application and adding code whose only purpose was to slow it
down. During slow weeks, the tale goes, they’d remove a bit of the
offending code and tell management that they’d been hard at work
speeding up the application.
I will say unequivocally that I find this behavior unprofessional.
But I will also say that it represents an effective political way to say
no via quid pro quo (i.e., by better idea or counteroffer). I mention
it here because it’s anticipatory. Sooner or later, management will
want a slog of some kind. The people doing this have anticipated
it and armed themselves with a different sort of good outcome that
they can summon for bargaining whenever they please. Again, you
have to evaluate this for yourself.
Now you have a number of tactics you can use for saying no, even
in situations where you seem to have little choice. This list is not
exhaustive, but it is a tangible one that you can bring to bear and
flesh out. If you want to generalize beyond what I’ve done here, then
keep in mind the power balance between you and the company. As
an employee, that power balance is intensely asymmetrical, and the
scales don’t tip in your favor. The people in organizational positions
above you hold all of the cards. Saying no tends to require outsize
expenditures of what little capital you have.
The key is thus to acquire capital. As you’ve read in this chapter,
that can happen in a variety of ways with a variety of ethical
⁴⁸http://thedailywtf.com/articles/The-Speedup-Loop
Chapter 33: The Art of No 220

implications. You can do it by having great ideas or highly in-


demand skills. Or you can do it with blackmail and trickery. But
however you do it, you do it best by tipping the power balance scales
in your favor, and then judiciously parachuting out of suboptimal
situations by saying no to them.
Chapter 34: Advancement
The entirety of Part 3 traced the evolution of the corporation to its
current state. The entirety of Part 4 to this point has defined how to
attain success in that current corporate state. Mainly, this revolves
around coming to think of oneself as “other”—a lonely business
entity moving among others that see themselves as part of a larger,
illusory hole.
Think back to the beginning of Part 3 to understand the deep irony
at play here. One succeeds in the modern corporate context by
rejecting the very bedrock upon which the whole construct is built:
founder legacy. In a sense, you might consider yourself something
of a Trojan horse with this approach.
I mention this because I get that the mission seems daunting.
Throughout this part of the book, I’ve suggested that you isolate
yourself while engaging in high-risk and possibly depressing activ-
ities. Maximize external options, steer clear of organizational praise,
figure out good ways to say no to those around you.
The question becomes how, specifically, does one pull all of this
off? What does it look like to climb inside this horse, have Acme
Inc. wheel you past the pragmatist guards and idealist bureaucrats,
and to hop out among the inner sanctum of opportunists? In this
chapter, I’ll lay out a more tangible approach. This chapter guides
you from line-level programmer through avenues of advancement.
As I mentioned earlier, the first thing you need is your escape
plan. Take a deep, sad sigh, resolve to leave your professional
programming days behind, and pick out something else to do.
Specifically, go job title/description shopping. You do not want to
shop for the job of your dreams. Rather, you want to plan your road
map away from delivery.
Chapter 34: Advancement 222

Here’s the best way to way to approach this. Look around you
for opportunists not directly responsible for delivering anything.
These will be folks with management or higher roles who do not
guzzle the founder legacy kool-aid or worry about the company’s
mission statement. Pick a few of these folks out that are not yet in
the corporate stratosphere; this won’t work if you pick the CIO of a
40,000-person company. Study them a bit. What titles do they have?
What educations? Past jobs?
Using these folks, build a composite of what you want to be doing
in, say, five years. Then work backward. If you see a dev manager
role five years in your future, what would three years in your future
need to look like? And whatever you do, don’t answer something
like that with “principal architect” or anything else that requires
piercing the journeyman idealist veil. I said three years, not thirty.
In fact, that’s the key thing that separates this blueprint from garden
variety high-powered career advice. Anyone ambitious and goal-
oriented will tell you to have vision and work backward. But the
reality is that you need to have vision, work backward and avoid
the self-defeating, stack-ranking world of techie chest thumping.
I can get you started with two fairly obvious paths to pursue:
consulting and project management. Both of these promise to let
you step out of the software-engineer-I-through-VIII conveyor belt
of pseudo-meritocratic turn waiting. You can step back in as the boss
of the people doing that. If you can come up with other options that
suit you better, then by all means do so. But I’ll proceed talking
about these relatively standard options.
If you want to be a dev manager within five years, it’s probably safe
to assume you should be a consultant or project manager within two
or three. Now iterate a step back and think of what needs to be true
in order for you to have those titles and responsibilities in two or
three years. That should lead you to actionable tasks in the here and
now. You’re ready to get to work remaking yourself.
At this point, I need to mention something absolutely critical. As
Chapter 34: Advancement 223

a programmer, you are used to very objective, measurable criteria


populating your resume. You talk to recruiters in terms of estimated
proficiencies with languages, frameworks used, methodologies fol-
lowed. Leave that world behind and start thinking in terms of
narrative and what yours needs to be. You want to go from what
you’re doing now to dev manager in five years via a role where
your title is “consultant.” But when interviewing dev managers,
organizations deal in narratives and feelings far more than you’re
used to. Even if you have the title “consultant” but you’re just
banging out code same as always, you’re still in better shape. It’s
of course better to be doing actual consulting work you can speak
of, but you can work a narrative around “consultant” that you can’t
around “software engineer III.”
When you look down the road, imagine interviewing for dev
manager. Imagine the experience you want to have going into that
interview and contrive of ways to make it plausibly true. Then do
the same for the immediate advancement and the consultant or
project manager roles. Imagine the things you’ll be asked and the
answers you’ll give. Then imagine how to make those answers as,
well, truthy as possible.
On this point, I cannot overemphasize the importance of faking it
until you make it. As an opportunist, you simply do not have time
to manufacture all of the experience you seem to need in order to
get these two roles in the next five years. Doing so would force
you to wait a decade or more as people retired and you backed into
positions by default. You’re going to need to jump way out of your
comfort zone and you’re going to need to be okay with a bit of
creative framing. To lay the groundwork for that, you’re going to
need to use your current job as a gamification engine to earn all
sorts of project management and consulting badges.
Get yourself in a position, if only for a day, where you’re supervis-
ing something. Contrive of a way to be part of your department’s
candidate interviewing process. Create some inane thing called the
Chapter 34: Advancement 224

“committee for competitive salary review” and somehow get your


boss to buy a lunch for its quarterly discussion of nothing of any
import whatsoever. Make twenty-five Gantt charts. Seriously, make
a list of these types of things that you want to be able to tell the next
person considering you for a role, and go at it like you were gaming
Stack Overflow for some arcane gold badge, upvoting long dead
answers or something. You’re building the narrative that you’ll be
pitching to your next boss.
With the seeds planted, it’s time to plan ahead to harvest. The things
you’ve manufactured will sound contrived and hollow, so the first
thing you need to do is come up with subtle ways of making them
sound better. Then practice. If you can convince the people around
you in your current group and company to remember a more
impressive version of you, you’ll be in great shape for an internal
transition/promotion or an interview with another company.
Here, you need to make yourself look big, as if a bear were looming
nearby. Generalize singular experiences to multiple experiences
without technically lying. You know people that do this sort of thing
all of the time. Instead of talking about the one time you had super-
visory responsibility, say instead, “Every time I’ve had supervisory
responsibility for a team, I’ve…” If this were a US political debate
fact-check, the panel would call it “true but misleading.” And that’s
fine because “true, but misleading” is opportunist for “I’m about to
get a better job.”
If this feels icky to you, it’s because that’s what the programmer’s
natural enemy, the sales guy, does. You come to the client meeting
prepared with facts and figures that suggest a much more conserva-
tive timeline, and the sales guy interrupts you to say, “Don’t listen to
him—we’ve never failed to deliver a project this big before.” Before
you stop spluttering, the deal is inked. Afterward, you say to the
sales guy, “We’ve never failed to deliver a project this big before
because we’ve never had one this big before.” Sales guy grins at
you, goes home, and collects a fat commission.
Chapter 34: Advancement 225

If that seems horrible and unfair, then the opportunism game will
not be for you. Let’s be clear about something—the entire world
that you’re venturing into with these ambitions is one of sales
and nothing besides. One of the main reason that engineers are so
undercompensated is that we opt to create a cocoon for ourselves
where we can indulge delusions of meritocracy and skill directly
correlating with value. The rest of the business lets pragmatists
and journeyman idealists exist in this warm cocoon, and they only
charge us a 200 percent markup on labor for it. If you want to start
getting some of that back, you’re going to need to get comfortable
with creative embellishment.
Turn single instances into generalities. “Every group I’ve managed
projects for has done X.” Make unusual sound routine. “Every
time I’ve found myself managing a group, we’ve done quarterly
forecasting.” Speak flatteringly in upper and lower bounds. “I’ve
never delivered a project that went more than 2 percent over
budget.”
Once you’re comfortable socializing narratives like that, test the
bounds of those around you. Push until someone calls BS, and then
back off. If you understand the limits, you can capitalize on human
cognitive biases to normalize the stories. Extrapolate and upsell
your experience routinely with those around you, and your tale
will start become part of the general, accepted corporate canon.
This is your entree into creating corporate culture for idealists
and pragmatists, and you’re well on your way to opportunism. A
technique that you might contemplate is to weaving them into the
story in an extremely flattering light. This makes them all the more
likely to recall your narrative of events and to go along with your
creative enhancements.
I’d like to briefly point out here that you really don’t want to
make stuff up. That can backfire. The trick is to do this without
saying things that are technically untrue. Manufacturing pure BS is
a higher risk, higher reward game, but in my experience, it alters
Chapter 34: Advancement 226

the expected value equation against you. People are more likely to
call you out or dismiss you if you make things up. So I’d advise a
loose but consistent relationship to the truth.
In an earlier chapter, I talked about moving around like a shark as a
key to avoiding carnival cash. That strategy confers another benefit
here: it facilitates your upward trajectory. When you’re hired as a
software engineer II, it will be tough for the department or company
that hired you to view you as a project manager or dev manager. You
tend to be anchored in the caste to which you’re hired, by default.
As a software engineer, that makes you a pragmatist. It’ll be much
easier to get a fresh start somewhere with a blank slate to work your
way into the management layer.
Think of it this way. As you wander around your developer job,
shamelessly collecting experiences that would sound nice in an
interview for your next position, you’re building an alibi of sorts.
You’re like the kid in high school that went on vacation to the beach
one year, met a girl from Canada that he took a walk with on the
beach, and came home claiming to his disbelieving friends that he
had a Canadian girlfriend. Your current job is like the vacation—no
one watching you take that walk will believe she’s your girlfriend.
You need distance and a lack of firsthand witnesses to embellish
your story into being the flattering one it should be.
Each transfer, promotion, or company switch becomes a plausible
point of narrative enhancement. Your resume and reference checks
offer the illusion of official validation, whereas the lack of witnesses
to speak in detail gives you something of an opportunist tabula rasa.
As you keep moving, you can have more Canadian girlfriends that
are increasingly fabulous.
This strategy will pay off for you. If you carefully build the resume
of the person you want to be when you next interview, you will land
those interviews. Learn from your mistakes, figure out the gaps in
your knowledge, and correct them. Sooner or later, you’ll get that
offer.
Chapter 34: Advancement 227

Now, given that you’ve audaciously worked your way out of your
comfort zone and into a role potentially beyond your capabilities at
the moment, impostor syndrome may kick in. You’ll look at your
new responsibilities and think, “My God, what have I done?!” But
when you feel outmatched, remember…don’t feel outmatched.
Whatever you do, accept more responsibility, authority, and orga-
nizational power. Always say yes to opportunity, even if you have
no idea what you’ll do to make it work. You can figure out a way.
Most ascendant opportunists are smart, and most programmers are
smart. It’s likely that, if you’re the type of person who wants to read
this book, you’re smart. No doubt you’ll be able to figure something
out to get the job done, even if it’s not ideal.
But if you can’t—if you’re truly lost—that’s okay, too. I say this
because we’re at the end of Part 4, the section about how to succeed
in the corporate world by being an opportunist. There would be
no more appropriate way to wrap this playbook than to bring you
to the defining play of the opportunist playbook. If you’ve bitten
off more than you can chew, the solution isn’t to nobly offer your
own head for chopping and cede responsibility. The solution is to
maneuver an idealist into the firing line.
Just as you want to create success narratives in order to grease the
skids of your ascendancy, you want to create failure narratives to
prevent backsliding. If you take a project manager role and see that
you’re off track for success on the new project, figure out a narrative
other than “the project manager couldn’t get organized.”
Perhaps it’s “the team consistently overcommits.” With this new
narrative in mind, find an overperformer on the team, take him
aside, and have a frank discussion about how you think the team
needs a superstar like him to goose them in the right direction,
to reach further than they think they can hit. Now you have a
team member consistently and eagerly telling you, in a public
setting, “Don’t worry, guys, we’ve got this!” The only record of the
conversation where you encouraged this outcome is between you
Chapter 34: Advancement 228

two. And this type of overperformer will heroically and stoically sit
on that, in all likelihood, while you soberly tell upper management
that you really dropped the ball by not recognizing that the team
was overcommitting and underperforming.
If you’ve ever read the Orwell novel Animal Farm, you can probably
recognize exactly what I’m suggesting you do in order to become an
opportunist. If you haven’t read that novel and don’t mind a spoiler,
it’s an allegory where a group of revolutionaries slowly evolve into
the exact same oppressive governing structure they overthrew. So
yes, you have it right. I’m saying that to get ahead, you need to
become that which you probably hate right now.
But really, could the outcome have been any different? In a cor-
porate setting where the upper echelons tend to be populated by
people that you view as self-serving and self-promoting, did you
think you’d get there another way? Did you think it would happen
with overperformance, scrupulous honesty, loyalty, and waiting
your turn?
It couldn’t possibly go any other way. The corporation has evolved
to its current state over the course of thousands of years. And
that state is one in which you have to behave like a self-interested
sociopath to enjoy sustained, rapid success. If that sounds like
madness, it’s because that is madness.
Chapter 35: The Madness of
it All
I arrive at this last chapter of Part 4 with a sigh of relief. As I
mentioned earlier, the contents of the preceding chapters do not
constitute career advice, though one could take it that way. My
description of how you could claw your way to the top of the
corporate pyramid is not an endorsement of your decision to do
so.
On the other hand, I do endorse righteous indignation at what I’ve
typed throughout this entire part of the book, and I do endorse
demands to know why these techniques should be effective at
all. Why should programming be bad for a career in the software
industry? Why do the denizens of the corporate world value nar-
rative spinning more than software creation? Why do we resign
ourselves to playing zero sum games at the behest of paternalistic
institutions? Why do we cannibalistically drive our own wages
into the basement? Why does behaving like a decent, collaborative
human being signal to executives that you’re a subordinate? Why
do we view it as some kind of moral duty to work endless free
hours for the weak promise of future money? Why do we work
for micromanagers we don’t respect and companies that inspire
Stockholm syndrome? And, above all, why are we so conditioned
to think it could not possibly be otherwise?
I’ll return to my own career journey here for some perspective.
As I made my way through the corporate world, I did so with
opportunistic behavior. But I did it without the specific, milestone-
oriented game plan I laid out in this part of the book. Instead, I
implemented some career hacks of my own, did a whole lot of ob-
servation, and eventually ran thought experiments as a consultant.
Chapter 35: The Madness of it All 230

Only in retrospect do I have access to such a mercenary play book.


I don’t currently play it, however. My career ambitions lie along a
different path. In fact, I have set a goal for myself to get back to
programming.
Given all that I have told you, doesn’t this seem insane? I just
got through explaining in detail how programming, a subordinate
pursuit in the corporate world, slams your career into low gear and
keeps it there. Am I aspiring a return to being nagged by project
managers? No, of course not.
I currently split my professional time between executive consulting
and creating content that generates passive income (for instance,
writing books). The consulting pays me well, but it can get tiring
both being in the corporate setting and keeping my pipeline full of
work. Also, I miss programming. So my goal is to keep ratcheting
up the percentage of my income that comes passively from content
I generate. Once I hit critical mass with that and no longer need to
consult, I intend to return to software development, building things
that I find cool and may, as a bonus, also make me money. I will
return to programming, but I’ll only build what I think would be
valuable and interesting, on my own terms.
I say all this not to lay out my goals before you as if this were some
kind of unusually honest performance review. Rather, I say this to
help you understand how insane the career path is for someone who
loves programming. Should I succeed in executing on my plan, I will
have left the ranks of lowly pragmatists, budged through two layers
of idealist, and topped out with an executive position. From there, I
will have gone off on my own, building a consulting practice while
spending my spare hours generating content. Eventually, I will have
gradually, painstakingly shifted the balance between consulting and
content to the point where I can semi-retire and program on my
own terms.
I will need to have pulled off a rather amazing career feat in order
to both program and not to be a low-status grunt. In a world where
Chapter 35: The Madness of it All 231

nothing is in higher demand than software, that is utter madness.


But the madness goes beyond simply the programmer’s place in
it all. It’s not as though having all developers report directly
to the CEO would fix all forms of dysfunction in the corporate
structure. There’s still plenty to go around. In the global, high-
tech, twenty-first-century knowledge work economy, the pyramid-
shaped megalith struggles to keep up. It bogs down the world with
its struggle.
Let’s revisit corporate history a bit and consider what all we take
with us as we dutifully carry on the commercial approach passed
down by our parents and their parents. The modern corporation
is ubiquitous. Even an independent consultant and content creator
like me can’t escape it since I have clients. For most, there’s abso-
lutely no question of what happens—go to college, get a corporate
job. It has spread to every corner of our society and brought with
it Taylor’s concept of layering. Only the inconsequential peons
actually do the work that operates the business. Important people
supervise those goldbrickers and really important people sit back
and pull the strings of those managers between rounds of golf. For
all of its khakis and team building activities, modern corporations
look like feudalistic societies, but with donuts in the break room.
Reaching back even further, we see all of the historic properties
of the corporation evident today as well, even when it makes
no sense. In spite of owning our own means of production as
programmers, we still perceive enormous barriers to entry when
it comes to entrepreneurship. And even besides its ubiquity, the
corporation plays an enormous role in our culture, our personalities,
and our self concepts. We still measure our influence and position
in society with their metrics, and we still perceive corporations as
a gestalt. Liberals often invoke the political barb that “corporations
are people too,” but whatever your politics, the US jurisprudence
does recognize the concept of “corporate personhood.”⁴⁹ They have
⁴⁹https://en.wikipedia.org/wiki/Corporate_personhood
Chapter 35: The Madness of it All 232

personalities, they throw their weight around, and, internally, they


have mythology and culture. And all of that is driven by founder
legacy (ego).
Boiled down to its essence, our corporate structure may perhaps be
the ultimate expression of will to power—a single individual setting
out to build an empire and be honored with statues and stories,
whispered in hushed tones. This is a quixotic goal, to be sure, as
it’s unlikely anyone will remember a corporate founder in a few
hundred years. The whole thing evokes the imagery from Percy
Shelley’s poem, “Ozymandias.”

I met a traveler from an antique land Who said: Two


vast and trunkless legs of stone Stand in the desert.
Near them, on the sand, Half sunk, a shattered visage
lies, whose frown, And wrinkled lip, and sneer of cold
command, Tell that its sculptor well those passions
read Which yet survive, stamped on these lifeless
things, The hand that mocked them and the heart that
fed:
And on the pedestal these words appear: ‘My name
is Ozymandias, king of kings: Look on my works, ye
Mighty, and despair!’ Nothing beside remains. Round
the decay Of that colossal wreck, boundless and bare
The lone and level sands stretch far away.[4]

The founders among us—the successful ones—dedicate themselves


to being Ozymandias, King of Kings. The rest of us just help them
build statues of themselves.
This foundational hubris requires two components that the modern
corporation has in spades. Those concern legacy and ubiquity.
Together, these give rise to the essential characteristic of a modern
corporation: growth for growth’s sake.
Chapter 35: The Madness of it All 233

If you want to understand how much this governs our fate, con-
sider a business model that I have not mentioned but that is also
ancient in nature. I mean the solo practice—doctors who spend their
lives ministering to patients or lawyers who operate as Joe Smith,
Esquire. Whatever ego these sorts may or may not have, they do
not chase viral growth and ubiquity. But you know what else they
don’t do? They don’t answer to layer upon layer of lawyer managers
and doctor executives, and they don’t exist in a world where the
lowest status of practicing law and administering medicine is the
practicing of the law or the administration of the medicine. Only
we corporate programmer citizens find ourselves in that tragicomic
situation.
The modern corporation’s pathology derives precisely from the
mandate to scale at all costs. The scale started with ego, expanded
to politics, spanned the globe for the sake of territory, capitalized on
automation and economies of scale, build commercial empires that
rivaled militaristic ones, and has culminated in the Silicon Valley
dude-bro as the idol of our age. But what need for scale for its
own sake is there, truly, in knowledge work, global economy? Do
you need to be part of a massive megacorporation to design cloud
hosting software? Do you need fifteen layers of boss to build a
document database?
The assembly of empire and the glory of the emperor don’t come
cheap. As the sales folks say, “You’ve got to spend money to make
money.” It would look weird if the CEO of a hotshot company didn’t
fly around in a corporate jet, and clearly you need an office space
that humbles the Ritz Carlton. Everything that follows inside of
the organization builds on and reinforces centuries of corporate
stratification. Taylor’s scientific management made industrial-age
companies more efficient. It also provided a great sieve for filtering
people to the lowest effective pay bands.
I very much enjoy my life. As a consultant, I frequently travel and
work remotely. I can create content from anywhere. This creates
Chapter 35: The Madness of it All 234

a life where I bounce around the globe, working from wherever I


happen to be and at whatever hours I please, all while earning a
respectable living. This is possible because of our modern global
knowledge-work economy. We have technology that allows us to
be effective from anywhere in roles with high market value.
Yet we still work as though we didn’t.
The madness of it all is that we’re prevented from living this sort of
life not by logistical obstacles but by inertia and cargo cult living.
We’re factory workers that can’t figure out that we own factories.
We’re serfs that can’t figure out that we own manors. We’re
founders that haven’t figured out that our legacies are freedom and
self-determination.
Part 5: Where We Go
from Here

Throughout this book, I’ve woven my own personal narrative


among my observations and research. I consider it an ancillary
benefit that this, no doubt, humanizes what I’m saying. But in truth,
I do this because I cannot meaningfully separate my experience
from my opinions.
In part 4, I talked extensively about what I had learned that helped
me rise through the corporate ranks, and that could help you do the
same. But at the beginning of part 4, I mentioned that I ultimately
wound up leaving the corporate world and staying away.
By most measures, this was a pretty questionable play. As a 33 year
old CIO, I had a nicely manicured path to a lucrative corporate
career – spend a few years as the CIO of a small company, then
interview to be the CIO of a medium-sized company by 40 and,
perhaps a global organization by 50. I’d more than figured out
how to step off of the career conveyor belt and re-insert myself
somewhere more favorably. I was looking forward to decades of
leadership, affluence, and comfort. And yet, I tossed it in favor of
the giant question mark of self employment.
This came from a place of serious disillusionment. I had done some
job hopping in the preceding years and had begun to generalize
my disillusionment at each individual job into disillusionment with
the corporate condition. Each time I landed and found the situation
236

lacking, I became more and more convinced that I would find any
and all such situations lacking.
Recall the description of the corporate hierarchy in terms of what
they give up. Pragmatists give up hope, idealists give up perspective,
and opportunists give up their ethical compass. As a member of the
latter group, I continuously found myself choosing between what
I thought was right and was best for my position. And this wasn’t
just a matter of having to “cheat” and stack the deck to get ahead.
It was also a matter of navigating the waters to stay once you’re
there.
At every job I took, I wound up in a position where my own best
interest were at odds of those with customers, clients, coworkers,
and my charter with the organization. Someone wanted me to bill
a client for busy-work instead of saving them money by telling
them how to automate or eliminate the task. Someone wanted me
to fudge some data to make our offering look more attractive than it
was. Someone wanted me to give people reporting to me titles that
would make them less attractive on the open market. The list goes
on and on and on.
None of these conflicts of interest, in and of themselves, created
a crisis of conscience in my career. Sometimes I would push back
for the “right” thing and sometimes I would even win the day.
Sometimes I’d hold my nose and do what a higher up wanted, pre-
serving harmony and good graces. And sometimes I’d get creative.
Opportunists ceding ethical high ground generally don’t experience
a crossing the Rubicon moment, like Anakin Skywalker killing
Mace Windu. The death of their ethical purity is one of a thousand
cuts.
Without hope of advancing, pragmatists can either adopt a “just fol-
lowing orders” mindset or they can take self-destructive, principled
stands, depending on their personal appetite for risk. Idealists, by
ceding perspective, don’t have to worry about this. They resolve
the resultant cognitive dissonance by assuming those giving the
237

orders have special knowledge that secretly justifies the apparent


conflict. But opportunists have none of these luxuries, and they will
be subject to this essential conundrum until such time as they have
a mandate as CEO or they own the organization.
This was my essential realization. Until I owned the operation, I
would necessarily face choices between what I felt was right and
advancing my career.
It’s easy to look at your manager and her manager, and assume
those people have the power to do the right thing, but recall that
this is the organizational layer of “faux owners.” They get to tell you
what to do only at the pleasure of the owner. They face the same
conundrum that you do, but with higher stakes, and often with the
burden of presenting policies that they hate to you as if they were
fully on board. The pyramid-shaped corporation is an autonomy
iceberg. For everyone below the waterline, there is an omnipresent
reality of “if you don’t agree, the door’s over there,” and there’s not
much room above the water.
Ironically, the way to get above the waterline and into a position
of true autonomy requires substantial ruthlessness. Those who
climb the iceberg to get to the top are the ones most likely to
choose advancement over the “right thing” every single time. And
when you consider that not everyone looking to claw to the top is
interested in using the position to do what they feel is right, you
can see that “become the big boss to do the right thing” is a truly
quixotic concept.
The best you can hope for is to bounce around from place to place,
hoping to find a structure above you that is mostly ethical and
mostly competent. And, from there, you hope that your disagree-
ments with them are largely minimal and easily resolved. Oh, and
that you actually enjoy the job, the work, the benefits, and the
organization. If you want to keep hope and perspective, your best
play is to continually minimize guilt.
I didn’t like these options or this perspective. I wanted hope,
238

perspective, and to feel ethically content with my life. And so I


quit the game altogether. I left the certainty of a good career for
autonomy and the certainty that I would feel good about what I
was doing.
I’ve heard it said that, apart from being independently wealthy, no
one ever really has no boss. As an independent or entrepreneur,
your boss changes from someone in a corner office to your cus-
tomers/clients. There is truth to that. As long as you exchange
your labor for money, those with the money can attach terms to
your receipt of it. But the “you always have a boss” wisdom misses
a fundamental distinction. As an independent or entrepreneurial
owner, you’re participating in a system where you’re incented to
have as many bosses as possible. In the corporate context, you’re
incented, if not mandated, to have only one.
In an investment portfolio, financial advisers will tell you to diver-
sify, with the idea being not to place all of your eggs in one basket.
If the bond market in your country tanks, for instance, you take a
hit without losing your entire portfolio. I look at the market for my
labor the same way. With a portfolio of clients and prospects, I can
push back or refuse requests without putting all of my prospects and
my entire livelihood at stake. In the corporate context, I cannot.
These days, I find myself in a position where no single boss
dominates the landscape of my life. I can and do say no to things
that I think provide no value or that don’t align with my ethos and
integrity. I no longer cede hope, perspective, or ethical certainty.
But my course is also one of many hours and relatively large
financial risk and uncertainty. Still, I can’t help but feel that I’m
on the right track.
For the remainder of the book, I’m going to talk about where
we are and where we’re going. The depressing parts are over,
and from here I will talk in terms of optimism and improvement.
For the foreseeable future, the demand for technologists will be
virtually unbounded. I think we can take advantage of that to
239

improve our situation. I think we can get away from pyramid-


shaped mega corporations, moral hazard, and layers of idealists
between us and control over our ethical destinies. I think we can
normalize controlling our own destinies now that we own the
means of production.
To do this, I’m going to rely on my own experience and observa-
tions, but I’m also going to broaden the scope of focus here. My path
and preferences will resonate with those of you that have similar
outlooks, but you needn’t like the same things as me to improve. So
I’m going to profile a number of technologists that have succeeded
outside of the standard wage world, and build my “what comes
next” offering atop that foundation.
Chapter 36: The Coming
Crunch
Before I get to the profiles, though, let’s consider certain mechanics
of the software industry as it exists today. We tend to view orga-
nizational structures and trends as relatively stable, but think of
these things as glaciers. They move constantly, even if too slow to
be immediately perceptible.
First, consider the nuts and bolts of a pyramid-shaped, Tayloresque
organization. I imagine you’d consider it common knowledge that
the people in any given layer of the pyramid make more money
than those below them. It’s a very symmetrical facsimile of organi-
zational value.
Given the value perception and the laws and regulations around
fair pay, this puts a number of weighty constraints on organizations
when it comes to staffing. To get concrete about it, let’s say that I
start an app dev shop, and I hire a manager and a team of developers.
I pay the developers 100K each per year, and the manager, say, 110K.
Life is good, fair pay requirements are met.
Over time, my organization grows and I have 5 managers of 5 teams
reporting to me. I hire a VP of software development because this is
more involvement than I want. Now all of the dev managers report
to her, and she makes $120K. The pyramid remains intact, and no
one can gripe about fair pay.
But let’s now say that I start to have trouble hiring. I’ve gobbled
up all of the developers in the area, and yet more demand still
exists. If I want to get anymore, I have to lure them away from
other companies with incentives – incentives like more money than
they’ve been making.
Chapter 36: The Coming Crunch 241

So I want to start offering them 110K per year, but now I have a
problem. I can’t do that without bumping the pay of my 5 managers
and my VP as well. In other words, I can’t adjust line level salary
in a vacuum to respond to ebbs and flows in labor supply – I have
a growing, pyramid-shaped dog being wagged by that tail.
Now take this dynamic and apply it at a Fortune 500 company with
thousands of line level employees and 9 layers of management. My
goodness.
The strategic difficulty that organizations face comes from multi-
ple angles. They don’t have endless, upward flexibility to adjust
salaries. They have to consider cost, both direct (laborers) and over-
head (management) and operate within a budget. Reverberating
salary increases thus become non-starters in many cases, forcing
organizations to get creative.
I won’t go into all of the details, but this can take any number
of forms. Most commonly (and especially with union-heavy or
government organizations) they can entice laborers with hefty perk
packages. You can’t pay them more, but you can give them 25
company holidays per year or some such thing. Another common
form is to look for commodity staff augmentation labor, often using
H-1B visa programs and offshore labor. A third approach is to tilt at
the windmill of magical management trends – bring in somewhat
under-qualified, cheap staff, and then hire expensive consultants
selling the snake oil of the magic process that does more with less.
(Sadly, this is often the guise under which “agile” and “lean” and
the like are sold to large companies)
Suffice it to say that large organizations have a management weight
problem. Their massive revenue figures allow them to defray some
of this by paying more excessive salaries to upper management than
other orgnaizations would. But it still adds up, and it still puts a
heavy deflationary pressure on the wage of the line level employees.
Add to that the soul-crushing bureaucracy and risk-aversion in
those companies, and you can say on the whole they have a hard
Chapter 36: The Coming Crunch 242

time attracting, paying, and retaining talented software developers.


Let’s put a pin in that for the moment, and come back to it. I want
to talk now about another dynamic in our industry: the growing
software developer shortage. About a year and a half ago, I attended
the Pluralsight Author Summit, where they made a presentation
on the importance of teaching people to program. They cited an
economic projection saying that, by the year 2020, the shortfall of
software development professionals against available jobs would
reach 1 million people. The world’s appetite for automation seems
to know no bounds, and we do not have the people to satisfy it.
You can probably relate to this dynamic yourself, despite the some-
times glacial nature of industry trends. I bet you get a pretty steady
stream of recruiters calling you, even when you have no interest in
looking for new work. They do this because the unemployment rate
for experienced software developers is basically 0. The only way to
fill their position is to steal someone from another company. As fast
as we can train entry level developers, even more demand opens up
for phone apps, websites, and refrigerators that tweet.
If you have even a passing familiarity with market economics, you
know what this means for salary. You’ve probably experienced this
firsthand as well. When the market has intense demand for labor
and a shortage of supply, a competitive bidding war ensues. This
puts upward pressure on our salaries across the board.
Coming back to the topic of heavy, pyramidal organizations, this
leaves them in a crunch. When developers have 8 different bosses,
Bob, paying all those bosses makes it harder to pay the developers.
Pressure from above. And, as competitive (smaller) firms have
increased need, they start filching those same developers, exerting
wage pressure from below. Something has to give.
I spend time with a wide variety of large organizations. Based on
what I’ve seen working with these places, and my understanding
of industry trends in general, I think I know what will give. I
think those companies will move away from employing software
Chapter 36: The Coming Crunch 243

developers as wage laborers. The economics simply don’t make


sense.
Don’t get me wrong. These companies will absolutely continue
to want and to need software and automation. They just won’t
continue to staff it with salaried, exempt employees in the same
kind of numbers.
Large organizations, especially ones that do not directly sell or
monetize software, have a number of factors working against them.
I’ve spent the chapter talking about the titanic downward pressure
exerted on wages, and that reigns as factor number one. All of the
rules about what employees have to make relative to one another
completely evaporate when it comes to contractors and custom app
dev shops.
But it goes deeper than that. Massive companies have bureaucracies
in place that serve two principle purposes: risk mitigation and
communication at scale. Both of these considerations are anath-
ema to skilled software development. These companies make huge
targets for suits, so they implement cross-cutting policies and con-
cerns about what software is allowed on what machines, who can
download what and when, what IDEs, frameworks and languages
people can use, and on and on and on. And when you lumber
along like this, working with 10 year old language versions and
tooling with no internet access, other companies come along and
drink your milkshake. Good software development doesn’t happen
in environments like that.
So the crunch to which I refer is the one that will effectively expel
developers from the ranks of large, unwieldy organizations. It will
happen in fits and starts and will appear glacial to the naked eye,
but make no mistake. It’s in progress and will continue.
The trend will thus drive software developers to three main camps:
large software companies, startups and small product companies,
and custom app dev shops (including solo freelancers). That’s how
I see the short to medium term playing out, anyway. Over the long
Chapter 36: The Coming Crunch 244

haul, I think you’ll even see fewer developers working for massive
tech companies, since they have their own forms of bureaucracy
and risk aversion, albeit less obtrusive. When you really dig into
the tech titan organizations, they tend to innovate via merger and
acquisition more than by homegrown groundbreaking stuff that
hearkens back to their leaner, startup days.
Against this backdrop that I predict, then, the freelancer and custom
app dev shop starts to dominate the technology space. A picture
emerges of organizations having their automation and development
needs met by legions of freelancers and specialty software shops
of various sizes. This represents a more harmonious form of labor
specialization.
And in that world, a new entity reigns supreme: the autonomous
developer opportunist.
Chapter 37: Studies in
Success
With everything I’ve said so far, the idea of a “developer oppor-
tunist” seems like something of a unicorn. That is, unless I’m talking
about an erstwhile developer looking to escape the delivery trap.
But that’s because the entire book has thus far focused on the
standard corporate world. By stepping outside of that world, one
can have both descriptors without looking to escape writing code.
People have already done this with a great deal of success. I suppose
I can count myself among those ranks. As a solo consultant and
entrepreneur, I do a variety of things to earn my living. Sometimes
I write code, sometimes I produce content, sometimes I advise, and
sometimes I teach. All of these things I do while happily wearing the
badge of opportunist. After all, it’s not a stretch to imagine myself
as a solo entity, fending for myself amidst a sea of other entities.
That is literally my professional life.
In contemplating exactly what makes me prefer this arrangement
and what I recommend for all of us, I have to consider what the
corporate world takes from us. We must choose among giving up
hope, giving up perspective, and giving up high minded ethics. In
charting a course forward, I propose that we give up none of these.
The developer opportunist, an entity apart from salaried develop-
ment in the corporate world, cedes none of these. To meet these
criteria, she most likely operates as a free agent of some sort. But
she might instead job hop so frequently as to resemble a free agent.
Or she might also operate as part of a highly unorthodox corporate
structure (or one small enough to consist only of opportunists). It is
my hope that the coming years will give us a rise in the latter, but
for now, we have to accept that blasting off on your own (or job
Chapter 37: Studies in Success 246

hopping) is easily the most reliable choice for becoming a developer


opportunist.
As I mentioned earlier, I don’t want this part of the book to be me
preaching from some sort of implied pedestal. I never set out to
write something along the lines of, “I’ve made it and you can too!”
There’s no bulletproof 10 step process I can hawk for $39.95. You’re
in uncharted waters here.
The best I can do is to provide a lot of case studies for pattern
matching (an idea I lifted from developer opportunist Gayle Laak-
man McDowell’s interview on Developer On Fire⁵⁰). I’ve conducted
interviews with a number of people that I would consider to be
developer opportunists.
Let me be a bit more specific about the criteria that I used when
approaching people. They retain hope, meaning that they retain
the notion that they control their destinies. And they do this
while maintaining perspective, unlike corporate idealists who keep
hoping only because they haven’t figured out that hope is not
warranted. Developer opportunists can hope for meaningful ad-
vancement because it is within their power to execute. And lastly
and most importantly, the developer opportunist’s advancement
is not predicated upon the ethically questionable proposition of
gaming the system. They are not required to play games if they
do not want to.
Now, all of that is fairly philosophical, so I distilled it into some more
tangible criteria. I looked for people whose careers can be described
by both success and autonomy, and people who enjoyed both of
those things outside of the standard corporate arrangement. Note
that this is not to say they aren’t employees or people otherwise
affiliated with corporate entities. Rather, they do not work in
environments where you could map them to the standard corporate
pragmatist-idealist-opportunist triumvirate.
⁵⁰http://developeronfire.com/episode-186-gayle-laakman-mcdowell-creating-
authority
Chapter 37: Studies in Success 247

Here are the people that I interviewed, in alphabetical order by last


name.

David Boike

David⁵¹ works for an organization called Particular Software⁵².


“Works for” carries an interesting connotation in this case, however.
He works for Particular the same way that Tom Hagen, in The
Godfather, worked for the Corleone family. “I have a very special
practice. I handle one client.”
David, like others affiliated with Particular around the globe, has
his own company and Particular is a client. In this sense, David’s
arrangement resembles contract staff augmentation, but with a
key difference. Generally staff augmentation firms prefer to deal
with individuals as employees rather than as businesses. Particular
prefers to deal with David as a business. (I’ll talk a lot more about
this later)
This enviable arrangement (having his own business and working
for a highly respected organization in the .NET architecture world)
came about sort of by accident. David had a few different jobs over
the years that more follow the standard corporate narrative. But
during the course of one such job, he had occasion to begin using
NServiceBus⁵³ to help with scaling challenges faced by his team.
During that same time frame, he had also had occasion to start a
blog, giving rise to the first happy accident. Since NServiceBus was
not yet commercialized at the time, a few of his blog posts started
to become de facto documentation for the product. Through this
blogging effort, he became an “NServiceBus Champion.”
Some time later, David went to work for an app dev consultancy
that was amenable to him moonlighting and forming non-tradi-
⁵¹http://www.make-awesome.com/
⁵²https://particular.net/
⁵³https://particular.net/nservicebus
Chapter 37: Studies in Success 248

tional arrangements. One of the things he did in his spare time


was agree to an offer from Packt Publishing⁵⁴ to write a book
about NServiceBus⁵⁵. This prompted creator of NServiceBus and
Particular CEO Udi Dahan⁵⁶ to reach out and ask David to help
formally with NServiceBus training. David’s employer actually
facilitated this, letting him use their office to conduct training.
After a while, this led to the offer that created David’s current state
of affairs, partnering with Particular. Though he was happy with
the consulting firm, he considered it “an offer I couldn’t refuse.”
But this time, not like the Godfather. He couldn’t refuse because it
was a great offer – no firearms were required.
So David now has an obvious developer opportunist setup. He has a
remote first arrangement with a developer-founded, well-respected
organization. He does all this as the founder of his own consultancy,
but with a good amount of relative security and no pressing need
to worry about pipeline management and marketing.

James Grenning

James is the founder of Wingman Software⁵⁷, a software training/-


coaching consultancy focused on embedded software. Specifically,
he helps bring agile software development practices to that space.
He has written a book for the Pragmatic Bookshelf called “Test-
Driven Development for Embedded C”⁵⁸ as well as numerous white
papers. James speaks internationally about related topics, and he
also invented the agile practice of “Planning Poker.”⁵⁹. Many of you
⁵⁴https://www.packtpub.com
⁵⁵https://www.packtpub.com/application-development/learning-nservicebus-second-
edition
⁵⁶http://udidahan.com/
⁵⁷https://wingman-sw.com/
⁵⁸https://pragprog.com/book/jgade/test-driven-development-for-embedded-c
⁵⁹https://en.wikipedia.org/wiki/Planning_poker
Chapter 37: Studies in Success 249

are no doubt familiar with the so-called Agile Manifesto (actually


the “Manifesto for Agile Software Development”)⁶⁰. James was one
of the authors of that particular document.
In high school and college, James tried to avoid computers (“no
windows in the computer room, stay away, I thought.”) But he
discovered that programming could be fun and that people would
pay him to do it, so he began a career in software development.
He enjoyed his initial jobs in this line of work, solving interesting
problems and collaborating with good people. He picked up respon-
sibilities as his career progressed, going from individual contributor
to leadership roles and eventually managing a product engineering
team, working under a general manager of the organization.
Unlike some colleagues who let go of their technical skills in
leadership roles, James wanted to keep his skills sharp. He remained
involved in technical details with his team and took on some
moonlighting work using C++. But he came to realize that there
was no way for him to remain technically focused while getting
ahead there, a conundrum that should no doubt be quite familiar
and predictable to you after reading most of this book. James knew
that he needed to choose a different path.
James’ friend, “Uncle” Bob Martin⁶¹ had originally recruited him to
join his company in the first place. But Bob had left a few years
earlier, joining a startup and then consulting. Bob had contacted
James a few times about working together as consultants, and now,
at this career crossroads, he was ready in spite of the risk (and
fortunate to be supported by his wife, despite having three children
and a mortgage). He made the jump out of the standard corporate
gig and has been happy with it ever since.
⁶⁰http://agilemanifesto.org/
⁶¹https://sites.google.com/site/unclebobconsultingllc/
Chapter 37: Studies in Success 250

Matt Heusser

Matt is the founder of a company called Excelon Development.⁶².


Excelon helps with software delivery services – mainly program-
ming and testing. They do some consulting, a bit of training, and a
lot of writing as well, helping software product/tool vendors with
content marketing. It’s an interesting mix that furnishes exposure
to all facets of the business of software delivery.
In 2008, Matt moved from more “traditional” industry work to
taking a work from home gig with a venture-backed company. This
introduced him to a higher risk/reward paradigm where a quarterly
sales review would inevitably make him worry about the security of
his job. After 12 quarters of that, he was accustomed to this sort of
risk and he also had a decent freelance portfolio and some savings.
Starting to do contracting work seemed like a logical option.
He started doing this on his own and then, after a while, started to
bring in contractors and employees to work for Excelon. It’s a small
shop that keeps overhead low and thus they can provide high end
services for relatively less cost to clients. This allows both for high
satisfaction rates and an interesting variety of work.

Thorben Janssen

Thorben Janssen is the founder of Thoughts on Java⁶³, an organiza-


tion that provides independent training and information products in
that space. Under the umbrella of Thoughts on Java, Thorben offers
courses and content that focus on the persistence tier of Java-based
applications.
Early on, his career followed a fairly typical arc for a software
developer. He started as an intern and worked his way onto larger,
⁶²http://xndev.com/
⁶³http://www.thoughts-on-java.org
Chapter 37: Studies in Success 251

more substantial projects. As he was doing this, he began to assume


some project management responsibilities, blending coordination
with customers and his team and software development work. He
did this for several years and with two different companies.
Eventually, the natural pressure of the corporate world had him
doing more and more management and less and less programming.
He missed the programming, so he started doing technical things in
his spare time, including starting his blog, Thoughts on Java. This
writing would be the beginning of a new career, even if he didn’t
know it at the time.
Over time, he began to perceive the spare-time work on his blog
as a business opportunity and eventually negotiated a work ar-
rangement that would let him reduce his hours and concentrate on
Thoughts on Java. That proved to be a success, prompting him to ask
for even more time away from his normal job. While the employer
balked at this second request, Thorben had seen the writing on the
wall, eventually putting in notice and going to work full time for
himself, producing content.
The game-changing difference? During the reduced work arrange-
ment, he’d launched a couple of info products and enjoyed a lot of
success. He now realizes that he was cut out for entrepreneurship
all along.

Sally Lehman

Sally Lehman is a software developer that has historically had a


specific focus on the reliability and scalability of email structures.
She has served in this capacity for an impressive array of companies,
including GoDaddy, Github, and Auth0.
While, earlier in her career, she concentrated more exclusively on
the email niche, she has more recently broadened her focus to allow
her to add value to organizations in a variety of ways. She does
Chapter 37: Studies in Success 252

this currently with Auth0, as a production engineer, working as


part of their infrastructure team to diagnose and prevent service
interruptions. Sally realizes this goal by making use of and building
fast, reliable monitoring tools.
Sally was bitten by the automation bug at a young age. Her first
computer experiences were with EMACs, MS-DOS, and Ski Free
when she was less than 5 years old.
As an adult, she spend time at Github, improving their email
infrastructure and delivery for bulk email and notifications, which
involved building tools with rails and directing a team of customer
support specialists. Then, at GoDaddy, she built out the Puppet
and CI/CD server infrastructure for their email marketing and for
Madmimi.com, before going on to work for Auth0.

Eugen Paraschiv

Eugen is the founder of the site Baeldung⁶⁴, which produces large


amounts of informational content for Java developers. This includes
many free blog posts and information as well as paid courses about
the Spring framework. On top of that, Eugen also has a consulting
practice, currently serving in an architect capacity for the firm
(Uptake)[https://uptake.com/], in a remote arrangement.
Eugen got a computer science degree and then “did the corporate
thing for a number of years.” He began to feel bored with enterprise
Java development, so he rather spontaneously decided to start a
blog. What he lacked in up-front planning, he made up for in
enthusiasm for writing, and this allowed him to grow his audience.
As his visibility grew, opportunities for more interesting freelance
work opened up, particularly since his reach made geography a
non-issue. He could work with clients all over the world.
⁶⁴http://www.baeldung.com/
Chapter 37: Studies in Success 253

As he was parlaying the reach of his site into increasingly favorable


programming work, he also grew Baeldung, throwing it many
authors so that he could produce more content than he could have
solo. This led to the hiring of technical staff, the development of paid
content, and the general operationalizing of his site. This allowed
the growth of a substantial income stream on top of the consulting
practice.

Dave Rael

Dave is a freelance software developer and architect and the creator


of the popular Developer on Fire podcast⁶⁵. He divides his time be-
tween serving the audience of his podcast and taking on consulting
engagements.
While his educational background was not a computer science
one, Dave learned on the fly working as a programmer during the
dotcom bubble era. When the bubble burst, he remained employed,
continuing to develop his skills, though not with the same relish.
As he became comfortable there, his learning slowed down and his
tolerance for corporate bureaucracy decreased.
Dave stayed longer than he otherwise might have because of the
nature of the economy, and was pleased at the opportunity to
switch to a smaller, fast-growing company. There, his career grew
along with the company’s fortune, resulting in more learning and
eventual promotion to architect. But unfortunately, the company’s
growth landed him back in a familiar position of comfortable within
a now large, relatively bureaucratic organization.
He stayed longer than retrospect tells him he should have. When
Dave eventually left, it was a lot of dissatisfaction with the corpo-
rate working condition. He decided to try his hand at independent
work, taking on a few app dev contracts. When a family situation
⁶⁵http://developeronfire.com/
Chapter 37: Studies in Success 254

pressed him into taking some time off, he began to blog and podcast.
He has since returned to the consulting work, but is more excited
about the content creation and entrepreneurial work.

John Sonmez

John is the founder of Simple Programmer⁶⁶ and has worn a lot


of hats over the years. These include software developer, architect,
trainer, coach, consultant, author, and entrepreneur.
He started out in a way that feels relatively familiar to most of us: as
a software developer working in the corporate world. He did some
work as an employee and a as contractor, doing staff augmentation.
After a while, though, he felt that he’d hit the natural cap I’ve
discussed at length in this book. So John, an entrepreneur at heart,
began looking for alternatives to augment the standard career track.
This prompted him to start building mobile apps and to start a blog
(the same site linked above). He made a bit of money with the
mobile apps, but nothing that was going to imminently let him quit
his day job. The blog didn’t make him money (at first, anyway), but
proved a more valuable long term commodity, in that it began to
generate notoriety for him. Over the course of a few years, he began
to get emails and calls offering him interviews, jobs, consulting gigs,
and other sorts of opportunities.
John seized on this momentum and began to get his name out there
in other ways as well. He appeared on (and made) podcasts, began to
speak at conferences, and to switch toward doing more consulting.
This led to an opportunity to work with Pluralsight⁶⁷, creating
courses for software developers to learn about various technologies.
In fact, he dove into this opportunity so intensely that he stopped
⁶⁶https://simpleprogrammer.com/
⁶⁷https://www.pluralsight.com/
Chapter 37: Studies in Success 255

working a corporate job and made an astonishing 55 full length


courses.
As this progressed, he started making some money through his blog
and this led him to start creating products. He wrote his first book,
Soft Skills: The Software Developers⁶⁸, which established a niche
for him helping software developers with soft skills. He now has a
wildly popular youtube channel, many more products and courses,
and a thriving site with lots of contributing authors.
For the full transcripts of the conversations, please see Appendix A.
⁶⁸http://amzn.to/2j1VTBp
Chapter 38: Profile of the
Developer Ubermensch
In his work, Thus Spake Zarathustra⁶⁹, Friedrich Neitschze stirred
up a bit of controversy by proclaiming “God is dead.” I have no
interest in courting such controversy in this book. But if you
can look past whatever preconceptions you might have about this
philosopher and his work, you’ll find a subtle concept relevant to
our own journey here. I’m talking about the “ubermensch,” which
translates to “overman” or “superman.”
In the time that followed Nietschze’s work, this concept has been
appropriate by all sorts of unsavory people, most notably the Nazis,
but let’s distill the concept to suit our purposes. First and foremost,
the term most emphatically had nothing to do with race or any
other category of dividing humans beyond morality.
Nietschze believed that the next step in human evolution would be
categorized by those that rejected preconceived moralities in favor
of their own. Rather than call for moral banktrupcty, the message
could be distilled to, “let’s say that you remove God and any concept
of objective morality; the ubermensch is the person who staves
off nihilism by filling the resultant void with morality that results
from a love of life.” The ubermensch, then, radiates morality in the
absence of an externally defined and imposed morality. Think of
him as the moral equivalent of a rogue planet in deep space with its
own, internal heat source.
My choice to use this term may be a touch dramatic, but it is no
accident. “Developer ubermensch” (or perhaps, more accurately,
“uber-developer,” though I hate the thought of using that phrase
with any pretense of seriousness, since I can just hear recruiter
⁶⁹http://amzn.to/2hRGcvD
Chapter 38: Profile of the Developer Ubermensch 257

dudebros anointing it to replace “rockstar-ninja”) characterizes the


developer opportunist. Absent the standard corporate framework,
the developer ubermensch creates her own and radiates it as an
example to others. The developer opportunist, motivated by (but not
myopically obsessed with) a love of her calling and craft, defines a
new way to operate.
All of the people I’ve listed in chapter 37 share this defining philo-
sophical characteristic, and other important characteristics as well.
In this chapter, let’s take a look at a composite of the people that
I’ve interviewed to define the developer opportunist, or developer
ubermensch, in earnest.
First and foremost, all of them rejected, in some way or another, the
standard, prevailing corporate narrative. Whether due to boredom,
random opportunity, specific goals, or luck, all of them created their
own arrangements. There was some notion of “this isn’t going to
work for me, so I’ll blaze a new trail instead.” Such is the nature of
developer opportunism.
But let’s look at some other defining characteristics, some of which
are more tangible than philosophical. This should yield a nice
profile of a prototypical developer opportunist, and we can use that
for the rest of the book to define where we go from here. I’ll base
the remainder of this chapter both on the biographies of the folks in
question and the answers to additional questions that I asked them
during the course of my interviews with them.

Not All Time Spent Programming

The first thing that bears mentioning is that I asked everyone how
much time they spent programming. The responses ranged from, “a
good bit” to “almost none.”
I understand that this is probably true of any corporate programmer,
to some degree, but we’re not talking about “I also go to that weekly
Chapter 38: Profile of the Developer Ubermensch 258

status meeting.” In all cases here, folks have responsibilities that go


well beyond writing code. And, while some expressed a desire to
write more code, no one expressed a desire to do nothing but to
write code.
The first property of the developer opportunist is to recognize that
writing code is a means to an end. Whatever that end may be, other
means matter as well, and those are also worth seeing to. Writing
code may be quite an enjoyable means to an end, but it is not an end
itself. Even in my own quest for independent wealth that allows me
to program to my heart’s content, it’s not really the programming,
but the tackling of projects.
Getting this wrong will land you in an easily manipulated position
within a corporation. If you think that writing sublimely factored
functional code is its own reward, some upwardly mobile oppor-
tunist is going to give you exactly that reward in exchanged for 70
hour weeks and 100% of the surplus value you create.
Developer opportunists do not allow this to happen. John Sonmez
summarized this nicely. “You should definitely expand your abil-
ities beyond just programming code and become a more valuable
software developer by adding communication skills, architecture,
and true software development expertise into your arsenal.”

Marketing Themselves

Speaking of John Sonmez, let’s talk about the idea of marketing


oneself. I say this because John found the concept so important
that he actually built a course called, “How to Market Yourself as a
Software Developer.”⁷⁰.
Let’s talk marketing and sales for a moment, to establish definitions
(I’ll return to this subject in a lot more detail later). I consider sales
to be a subset of marketing. Selling is the act of convincing someone
⁷⁰https://simpleprogrammer.com/products/developer-marketing/
Chapter 38: Profile of the Developer Ubermensch 259

to buy something. Marketing is the gamut of all that you do to raise


awareness of and sell that same something. If I call you up and ask
you if you want to buy a used pair of socks from me, I’m engaging
in a sales call. If I build a website extolling the virtues of my socks,
create a supporting Twitter account, and publish blog posts about
the most awesome used socks of 2017, I’m engaging in marketing.
I actually wouldn’t specifically even try to sell the socks at first. I’d
just raise people’s awareness of them, establishing mindshare. My
goal would be that, when you think about possibly needing new
socks, you think of me. I’m investing in a long game, with the idea
that giving away a bit of content now will lead to easier sales down
the line.
Consider how this matters to a professional software developer. I
won’t be so idealist as to suggest it matters to you because increased
revenue at your company matters to you. Rather, it matters to you in
the sense of how you sell the only asset you have – your labor. Most
likely, you do the equivalent of cold calling someone and trying to
sell them your used socks.
To wit, you sell your labor by putting on a suit, going into some
random building, BS-ing for a couple of hours while using words
like “utilize,” and hoping to close the deal. You’re also probably
really bad at it, since you spend a week doing it once every
three years. (Luckily, it doesn’t matter that you’re bad at it, since
everyone is desperate for the used socks of your labor these days.)
Now consider what marketing yourself would look like. You’d head
to user groups and introduce yourself to people. You’d build a
website with a blog and publish to it. You’d establish yourself as
having expertise in some particular area or niche. And you’d do it
all, knowing that the payoff would come much later (or maybe just
for the love of creating content and participating in the community).
If you market yourself, the labor sales process goes much differ-
ently. I can speak from personal experience, and I know the folks
I’ve interviewed can testify to this as well. The idea of giving a
Chapter 38: Profile of the Developer Ubermensch 260

resume to a recruiter and hoping for the best would never occur to
me (even if I wanted a salaried job). I routinely get offers for inside
interview track and even offers for jobs with no need to interview.
And these are not prefaced with “I saw on LinkedIn that you have
7 years of XML.” Rather, these people seek me, specifically, through
my website because of something they read on my blog, a book I’ve
written, or a course I’ve published.
David Boike similarly attributes his current situation to this form
of marketing. “During that time I also started my blog, which is the
single biggest reason I am at Particular today.”
Everyone I interviewed markets themselves, with varying degrees
of deliberateness. But all of them have made names for them-
selves. Blogging is, perhaps, the most common vehicle and was
frequently mentioned. But podcast appearances, user group partic-
ipation, video creations, conference speaking, etc. all factor heavily
into the equation for the people here. They have made themselves
known by marketing themselves.

Content Creation

Speaking of blogging, another nearly universal thread is the general


one of content creation. The people to whom I spoke create all kinds
of content for the consumption of others. Some write books, some
make videos, some blog, some create training courses.
Creating content requires a great deal of effort, but it repays that
effort by offering one of the most effective marketing opportunities
imaginable. Creating content positions the creator as an expert on
the subject. Make no mistake, the primary benefit of this content is
rarely the actual royalties involved. James Grenning said that his
royalty check from his well-known book “is not a lot of money.”
But he also said, “Test-Driven Development for Embedded C is my
main marketing tool.”
Chapter 38: Profile of the Developer Ubermensch 261

I’ve already stressed that marketing oneself is essential for de-


veloper opportunism. Creating publicly available content makes a
great centerpiece for that marketing.
Speaking at conferences, attending user groups, appearing on pod-
casts, etc are all important. They get you exposure and afford you
opportunities to meet interesting people and find mutual benefit.
But without something tangible to point at during those interac-
tions, some of the luster gets lost.
To understand what I mean, imagine a developer who acquires
some niche expertise on a subject. Perhaps she winds up optimizing
database schema across her company for performance. She then
takes the important step of creating a talk for conferences and user
groups. Let’s imagine what unfolds from there as two contrasting
scenarios.
In scenario one, she gives the talks, which are incredibly well
received. People mill around afterward, keen to ask her all sorts of
questions and pick her brain. Many ask how they can follow her and
get more information. She answers the questions and gives people
her twitter handle and website URL. On her website, visitors can
find a few abortive attempts at blogging and a slightly dated copy of
her resume. In scenario one, the best likely outcome for her is to be
invited to interview for a job similar to the one she has, but that pays
a bit more or affords her better benefits. It’s theoretically possible
that people approach her about consulting, but they’re likely to be
dissuaded by her full time employment status and lack of any real
marketing of her skills outside of a salaried context.
In scenario two, she also gives the talks and they are also well
received. The same people mill, asking the same questions. This
time, instead of giving out her twitter handle, she says, “I’ve created
a page on my site that you should check out: mysite.com/talk-
followup.” This page on her site has a few sections, which include
“where to follow me on social media,” “check out the book I’ve
written on this topic,” and “hire me for consultations.” In this
Chapter 38: Profile of the Developer Ubermensch 262

scenario, she also has a thriving blog addressing the same topic as
her book and talks. The opportunities are likely to flow instead of
to trickle haltingly.
There are a few differences here. In scenario two she has a book and
a blog (both content) but also a generally better marketing plan. She
also explicitly expresses a willingness to consult. All are important,
but the book and blog really drive it home. These say “I am a full
time expert with bonafides on this subject, and here’s proof you
can trust me.” Contrast this with scenario one, where the follow up
seems to send the message, “I’m good at this because my employer
told me to get good at it.”
Having publicly available content definitely establishes you as an
expert and as an standalone presence in the community, current
employment specifics notwithstanding.

Literal Opportunism

So far, I’ve covered the importance of carving out time to manage


your career, and then doing so with marketing and content creation.
All of that falls under a common heading. The people I’ve talked
to attack their careers, in many important ways, with deliberate
action. But this is not to say that everything happens according to
a deliberate master plan.
Another important component of the developer opportunist is
literal opportunism. I say literal because I ask you for the moment to
discount the terminology of this book and consider that these people
all take opportunistic approaches to their career in the dictionary
sense of the word.
David Boike was approached about writing a book on NServiceBus
and figured he’d take a shot at it. Matt Heusser looked at his time
in a relatively high risk full time job and realized it had armed
him for a foray into freelancing. Dave Rael made the best of a
Chapter 38: Profile of the Developer Ubermensch 263

tough situation to build an audience via podcast and become more


entrepreneurial.
Switching back to the book’s lingo, developer opportunists need to
keep their eyes out for advantageous situations and pounce on them.
I don’t mean that they need to act like sharks, constantly circling
the water looking for blood. They just need to have an attitude of
willingness to leave their comfort zone when something with high
upside presents itself.
In this scenario, the same instincts that would allow you to succeed
in the dysfunctional corporate entity also allow you to succeed
independently. This openness to improving your situation requires
thinking of yourself as your own tiny entity and not part of
any company. Rarely will your best opportunities come from the
company at which you currently work, and when they do, it’s not a
hard decision. If your local VP comes along and says, “how would
you like a promotion and a 25% pay increase,” agreeing is hardly a
gut check moment (unless you’ve had your eyes opened to the fact
that this is an idealist-forging offer).
The people to whom I spoke and the developer opportunist in gen-
eral constantly monitor their surroundings for chances to improve
their lives and careers. All of their surroundings.

Manage the Pipeline

If we consider the developer opportunist on average and established


in the field, we’re looking at someone actively reviewing his own
interests. In other words, if you’re technical and not buried beneath
layers of idealists in the corporate context, you’re doing so by chart-
ing your own course. You’re not passively waiting for recruiters to
come along looking for javascript ninjas.
We can formalize this a bit into the idea that developer opportunists
manage what I’ll call the work pipeline. For example, consider
Chapter 38: Profile of the Developer Ubermensch 264

Eugen, who does both architectural consulting and content creation


in the form of courses on the Spring framework. He’s not looking
for assignments. Instead, he’s constantly monitoring his business
interests and considering which opportunities make the most sense.
James and Matt, both principals of consultancies, have the same
conceptual approach. They have marketing oriented around con-
tent, and they use that to generate prospects interested in doing
business with them. With inbound prospects, they spend time
convincing them to buy consulting services (“converting” prospects
to customers). And, the whole time, they qualify (or disqualify)
prospects as they come in, evaluating what would and wouldn’t
be a good engagement.
All of this falls under the heading of “managing the pipeline,” and
it’s an absolutely essential activity for any business. It’s also a big
part of the reason that developer opportunists don’t and can’t spend
all of their time programming. They need to spend some of their
time acquiring work.
But this isn’t just for the solo consultant or head of a consultancy.
A developer opportunist that moves from freelance contract to
contract, or even one that jumps from fulltime job to fulltime job
is managing the pipeline. Identifying prospective employers and
doing the interview dance requires a lot of effort, so if you’re doing
it with any frequency, you’re also spending time managing the
pipeline.
And I would also submit that people actively participating in the
community are doing this as well. If you’re spending time blogging
or speaking, you’re identifying audiences to appeal to and accepting
or disqualifying opportunities on the basis of what kind of fit they
are and how beneficial they would be.
It’s only the pragmatists and idealists of the world that don’t do
this, in fact. Pragmatists resign themselves to whatever work gets
dumped in their laps, telling themselves that work is work is work.
Chapter 38: Profile of the Developer Ubermensch 265

Idealists enthusiastically accept whatever gets dumped in their laps,


reasoning that their superiors and the organization know best.
To join the ranks of developer opportunists, you need to start
qualifying your work, and managing your pipeline. If you’re just
starting to do this as a wage employee, the best start is going
to be simply identifying whether or not the work you’re being
given is good for you. Once you’ve established a habit of critically
qualifying your work, you can set about adding progressively better
options to your pipeline.

Options

The mention of options brings the developer ubermensch chapter


to an appropriate close. Everything I’ve mentioned here, and the
stories of all of the developer opportunists I’ve interviewed unite
under that common theme. Developer opportunists have options.
Programming in and of itself doesn’t really generate any options
for you. Let’s say that you come to work and, day in and day out,
you deliver high quality code on or ahead of schedule. Depending
on the internal politics of your organization, this may or may not
be favorably recognized and that recognition may or may not make
it into the form of some kind of public praise. And even when all
that happens, the read from most external parties is going to be
“laborer succeeds at laboring.” In other words, all of that hard work
and excellent code establishes that you, as a programmer, can be
relied upon to program. At best, this gives you the option to trade
your current programming job for a different programming job. But
with the market what it is, you have that option even without doing
good work.
Developer opportunists recognize this reality subconsciously, if not
consciously. So they figure out that they need to spend somewhat
less time programming and somewhat more time making sure
Chapter 38: Profile of the Developer Ubermensch 266

they have options. Typically, this takes the form of marketing that
I mentioned in the chapter. As John Sonmez points out (and I
echo), marketing himself generated all sorts of job and consulting
opportunities that didn’t previously exist.
Now, you’re probably thinking that I’m being contradictory. I just
said programming doesn’t generate options, except for the option
to switch jobs, which you have whether you program well or not.
And now I’m citing consulting and job offers as John’s options.
This would be contradictory if not for a subtle but real difference.
The workaday programmer uses his programming resume to ask
the favor of a job. Contrast this with John’s situation, where the
company approaches John, asking for the favor of his services.
Let’s put this another way. Workaday programmer has the option
of job A or job B. John has the additional option of neither, because
C, D, E, etc. are always imminently on the horizon without much
effort.
Having options come to you with relatively little effort has a
multiplicative effect on the flexibility with which you approach
work. It means you’ve diversified, as I discussed in part 4. And if
you’ve diversified, even when you seek out options, any particular
one becomes less drastically important.
Matt, Dave, and James have consulting practices, which means
that they have book of business that render no individual client of
paramount importance. Losing a client is a bummer, but survivable.
Eugen and John have multiple lines of business, giving them the
same sorts of options. David Boike, as a consultant with a single
client is a bit more invested with that one client, but he’s made a
name for himself, has tons of industry contacts, and already has a
consultancy legally setup and ready to operate.
Developer opportunists do not get caught flat-footed the way a
single prospect employee would. They continually cultivate and
maintain options so that they can opportunistically choose from
among those options to give themselves the best situation.
Chapter 38: Profile of the Developer Ubermensch 267

When you get down to brass tacks, all of the non-programming


activities that they take on are about option generation. They self-
market, building names for themselves in the industry. They create
content and build their networks. They keep their eyes open for
what opportunities may come along, in any form and from any
angle. And they actively groom their work pipelines.
At a granular level, they may engage in these activities simply
for the sake of enjoyment, and they may do some or all of these
things subconsciously. But the end result is the same. The developer
ubermensch needs the world less than the world needs her.
And the reason for this is critically important to keep in mind for the
rest of the book and in contemplating your own fate. She’s in such
demand not necessarily because she’s the most skilled, smartest,
or most technically knowledgeable. She’s in such demand because
she does an incredible job of identifying what others value and
positioning herself uniquely to deliver that value. Superior technical
prowess helps, but developer opportunism, predicated upon options
and granting autonomy, comes from understanding of and fluency
with business.
Chapter 39: The Importance
of the Rest of Business
I ended the last chapter stating that developer opportunism comes
from fluency with business. That was a deliberate move to segue
into a conversation about the importance of the non-programming
parts of any business.
If you made your living developing software following the release of
the original iPhone, this will probably sound familiar. For a period
of time, every non-programmer on Earth would approach someone
they knew who could write code, saying, “I have an idea for an app!”
They would then proceed to lay this idea on you.
“It’ll be like Facebook, but for parking spaces! And you can take
pictures and stuff. And it’ll have GPS. So I figure, you build the
app, and I’ll do all of the business stuff. Since it was my idea, we’ll
partner up 75/25. So, you in?!”
Seriously, anyone who has been in the programming game for a
decade has listened to some variant of this pitch. Perhaps someone
even hinted that you should sign some kind of non-disclosure
agreement (NDA) before laying that top secret info on you. It
annoyed me then, and it annoys me now, but for different reasons.
Back then, it annoyed me as a matter of gall. I’d have to restrain
myself from saying, “oh, okay, let me see if I have this right. You
just spent 5 minutes dreaming up a half baked scheme. I’ll do all
of the work of making the thing that will be the centerpiece of our
business, while you ‘supervise’ and have a majority ownership stake
because it’s your half baked scheme. Remind me why I need you for
any of this?”
I was annoyed because if I were going to try my hand at app-based
Chapter 39: The Importance of the Rest of Business 269

entrepreneurship, I’d do it myself, with my own ideas, thank you


very much. I was annoyed because I knew I could do this alone
and I knew they couldn’t, and yet the best arrangement I’d ever get
pitched was a 50/50 one.
These days, I’m annoyed because we, as software developers, have
helped create a business reality where these half baked idea pitchers
are right. They’re not right about their half baked ideas being good
ideas. They’re right about how much the relative contributions are
worth. They’re right that building the thing is worth a quarter of
the equity, on the generous side. And they’re right to offer us that
because of our long, self-defeating tendency to turn our noses up at
the worth of other aspects of the business.
Now, years back, I wasn’t so obtuse as to think that nothing
besides building the app mattered. For me, the galling thing was
the aforementioned “why do I need you?” I could do all that stuff
myself. How hard could it be? I’d make pitches to investors, keep the
books, and get the word out. Surely that’s worth about 10% equity
to the 90% I should have for building the things.
Or, so I thought back in 2009, when I worked full time as a salaried
software engineer. 8 years later, more than 5 of which I’ve spent
running my own business, I realize that my take was only slightly
less naive than thinking nothing besides building the software even
mattered.
Sure, I could spend 90% of the time building the thing and handle
the rest of the business affairs during the other 10% of the time. And
I’d have a recipe for a terribly run business, albeit one that I built all
by myself. The thing is, the idea-havers also had it wrong. Having
some crackpot idea for an app isn’t worth 75% of the business. It’s
not worth any of the business because ideas for apps are a dime a
dozen. The thing that’s worth 75% of the business is the 75% of the
business that goes above and beyond banging out some code. And
this is true even for a pure software endeavor, like an app.
To convince you of the merits of my argument here, let’s dive into
Chapter 39: The Importance of the Rest of Business 270

the anatomy of a business a bit. To do that, let’s consider for a


moment the most purely code oriented possible business: a freelance
software developer.
Assuming that you form Workaday Dev Inc, wherein you offer
staff augmentation contracting services to anyone with a spec and a
need, you still have a business. This means that “I just want to code,
man” is fundamentally incompatible with developer opportunism.
The coding part is just 20% of the very simple business equation I’m
going to offer you (not as measured by profit or salary for larger
organizations, per se, but as measured by essential components of
the business).
Because this is not an MBA course, I’m going to offer you a quick
summary of the nuts and bolts of the business, based on my own
experience (though I have found sources like this one⁷¹ that roughly
map to what I’m saying). You can generally divide a business
enterprise into the following components.

1. Product/service creation (“We make pizza.”)


2. Operations/delivery (“Customers can come in and pick the
pizzas up or we’ll deliver the pizzas to them.”)
3. Accounting (“We need to sell 200 pizzas per night to cover
cost, payroll, and taxes.”)
4. Sales (“We sell pizzas for $15.99 each, but offer a buy one, get
one half off deal on Fridays.”)
5. Marketing (“We get the word out using a website, fliers in
local mailboxes, and sponsoring a little league team.”)

For some reason, I find lessons about business seem to go a lot easier
when talking about pizza delivery places. Hopefully, you get the
general idea. The actual product, pizza, is accomplished with the
first part of the business, concerning the product or service. The rest
of the business concerns itself with the logistics of delivery, keeping
⁷¹https://personalmba.com/5-parts-of-every-business/
Chapter 39: The Importance of the Rest of Business 271

track of the money that you make, getting people to buy from you,
and making people aware of you, respectively.
Let’s take a look at what this looks like applied to our world, in the
form of a single, freelance software developer.

1. Product/service creation (“I write code.”)


2. Operations/delivery (“I’ll deliver the code to you by January
25th, and check in with you every 2 weeks in the interim.”)
3. Accounting (“When I’ve delivered the code, I want you to pay
me, and I’ll keep track of whether you have or not.”)
4. Sales (“I charge $100 per hour, but I’ll offer a weekly rate of
$3500 and a monthly rate of $12,000.”)
5. Marketing (“Check out my blog and website for tips on
writing good code.”)

If you steadfastly refuse to have any interest in any of this outside of


coding, you’re saying, “I only care about the first item.” To illustrate
how problematic this is, consider a hypothetical scenario.
Let’s say that you’re at home writing code one night, and some
future version of you steps through a hole in spacetime. Future you
pairs with you, and the two of you, together, write an awesome
product that will analyze a codebase and find 100% of the bugs in it
every time, without exception. Future you then steps back into the
hole in spacetime, leaving you to do your best Biff imitation using
this deus ex machina. What now?
Well, obviously, you have to think of a name. How about something
awesome, like “Bug Whacker?” Wait, maybe that’s not so awesome.
You spend a few hours trying to think of a name, and then those
hours turn into days. After all, you don’t want to launch with a
bad name. Unfortunately, your only metric for naming something
is “does it sound appealing to me.” If only there were people out
there with experience picking things like this in ways that drive
results.
Chapter 39: The Importance of the Rest of Business 272

Whatever. You pick a name and go with it. After all, this product
is so good – so perfect – that it really doesn’t matter. Literally
everyone who writes software will want it. But wait. How do you
even get it to them? And how do you collect money? You could
compile it onto a thumb drive and mail it to them, you guess. Should
you do that before or after you receive the check in the mail. If
only there were someone that knew how these types of operational
things worked.
After a few days mulling that conundrum over, it occurs to you that
you should probably have a website that you do this through. After
all, you’re a software developer. You’ll just make a website that
accepts credit card payments and lets them download the product
from behind a paywall. Things like that might exist, but you don’t
know much about them. Better to code it by hand, right? Or is it?
If only there were people out there with experience quickly and
inexpensively setting up websites to accept payments.
So you spend a few months building a site by hand and using APIs
for the credit card processing and for the paywall. You had a few
snags, like paralysis by analysis with hosting options and then not
realizing you needed an SSL certificate to have a site that handles
payments. Who could have known? Good news is that your site
executes flawlessly, since you dog-fooded “Bug Whacker” on it.
Yeah, you went with bugwhacker.com, because no one advised you
not to.
Finally, after months of spare time invested on top of your day job,
you have the site up and the payment processor working. Time to
sit back and bask in the profits. Just need to decide what the price
should be. $100 sound about right? That’s a nice chunk of change
in your pocket, but not so expensive it will discourage people from
buying it. You wouldn’t want to turn away customers.
But, wait a minute. You need to license it somehow that isn’t
just “one per organization.” After all, you want freelance software
developers to be able to afford it, but when Google comes knocking,
Chapter 39: The Importance of the Rest of Business 273

you figure Google should pay you more than $100. Oh, gosh, and
how do you stop a company from buying a single copy and just
using it over and over again? If only someone who specialized in
knowing how your customers would use the software, and who
would pay what and how.
Eventually, you say screw it and just start selling it. Several months
in, having tens of thousands of customers paying you sounds great,
even if you could have gotten more than $100 from them. It’s not
like you’ll be hurting. So you throw the switch on your site to send
it live, and then you tell the world about it.
The only problem is that the world involves your 40 twitter follow-
ers, most of whom are bots, and people that you know on Facebook.
You make the big announcement, and nothing happens. Not a single
site visit. Okay, fine, you need a better platform for this, so you
try to tell people on Stackoverflow about it. That just results in a
ban. You approach some prominent bloggers, meetups, and other
people with audiences about promoting it, and _no one believes
you. And that makes sense, because, “Bug whacker fixes all of your
bugs, guaranteed” sounds like a two bit scam. If only there were
someone that could have seen that coming and advised you on how
to establish credibility with your target market.
I think you get the point implicitly. But let me say it explicitly. You
could have the absolute perfect, killer technical product sent from
the future and indistinguishable from magic, and, without the other
components of a business, you will not make any money.
We come from a corporate history where many software developers
don’t understand this fundamental truth of business, or else they
don’t much care. But in the coming age of the developer oppor-
tunist, that changes. Developer hegemony arrives when we reach a
critical mass of understanding and caring about this truth.
Understanding that writing code is only a piece of the puzzle does
not mean that you need to like all of these other activities, nor does
it mean that you need to divide your time equally among them.
Chapter 39: The Importance of the Rest of Business 274

It simply means recognizing that they have value. James Grenning


said, “I really hate the record keeping. One minute of it is a burden.”
And yet, he still does it, rather than, say, not collect payment or
sign up for a pragmatist role within an organization. Developers
in his position can put up with it, automate it (James’ choice), or
delegate it. But whatever they do, they need to recognize the worth
of the activity and they need to recognize that it is not a second class
citizen to the business, even when the business is making software.
When I asked Dave Rael why he thought there was such a ceiling
(both in pay and responsibility) for software developers in the
corporate world, he had the following to say.

There are several reasons. Probably chief among that


is that a significant portion of software developers are
terrible marketers. Not only terrible at knowing and
articulating their worth, but emotionally tied to an idea
that marketing is beneath them.

I definitely concur with his assessment in general, and I think the


last clause of the last sentence is of absolutely critical importance.
As developers, we not only eschew things like marketing, book-
keeping, operations (and even quasi-software activities like QA and
UX) – we exhibit the attitude that they are beneath us. We look at
the corporate world and demand that it accommodate us with roles
where we need not be burdened by thinking of the business. The
corporate world is all too happy to indulge our demand, pay us a
third of what we’re worth, and let us exist in a bubble of illusory
superiority.
In chapter 38, I talked a lot about marketing yourself, creating
content, and giving yourself options. If you start to do that, you will
naturally develop an appreciation for the other parts of a business.
After all, you’ll be operating, collecting money, marketing yourself,
and selling products/services. But whether or not you decide this
path is for you, the path to collective developer opportunism starts
Chapter 39: The Importance of the Rest of Business 275

with looking at the whole of business in a whole new light. Accept


its necessity, embrace its existence, respect it enough to learn about
it, and make yourself into a complete business person whose trade
happens to be software.
As long as we fetishize unmarketable levels of knowledge of arcane
technologies, we will continue to be managed. When we shift to
“geeking out” about delivering value and participating in com-
merce, we will flip the script and start to manage businesses.
Chapter 40: Developers
Becoming Efficiencers to
Take Control
If you would, please set aside for the moment the fact that I invented
a word in the chapter title. I’ll get to that shortly. First, I want to tell
a story about something that happened to me this morning.
My cell phone rang about mid-morning, and it presented me with
the ultimate conundrum for an introverted entrepreneur/consul-
tant: an unrecognized phone number from my area code. On the
one hand, it could have been a client prospect or someone else
whose call it would make sense to take. On the other hand, I didn’t
recognize the number, which usually signals some kind of solicitor
or scam. I decided to answer because I thought I’d seen the number
before. Either someone REALLY wanted to talk to me, or I’d have
to tell them to put me on their do not call list to get them to leave
me alone.
I instantly regretted my decision. A criminally cheerful voice said,
“is this Erik Dietrich?!” You’d think he’d just gotten his personal
hero on the phone.
I sighed, recognizing the forced chipper tone of someone who lives
by the motto “always be closing.” “Yes,” I said guardedly.
He told me that one of my friends had referred him to me as
someone that would potentially be interested in his services. He
was a financial planner, you see, who specialized in helping young
couples achieve their dreams – couples like my wife and me, as
my luck would have it. “When is a good time for us to get coffee,”
he asked after blithely glossing over this dubious introduction (my
friend never had, in fact, briefed me that this guy would call).
Chapter 40: Developers Becoming Efficiencers to Take Control 277

Do you see what he did there? It’s a classic sales technique wherein
you don’t give the mark prospect the option of saying no. This bit
of slicked-back-hair salesmanship is a close cousin of the “loaded
question” logical fallacy⁷². “Have you stopped beating your wife?”
“Yes, I mean, no, I mean – hey!!” No matter how you answer the
question, you implicitly concede a point made by the asker. In the
case of our used car salesman cum financial planner, answering his
question politely leaves me no choice but to agree to meet him.
I sighed again. Briefly, I thought about setting a meeting at some
Starbucks in the area, and then never thinking about him again.
But that seemed disproportionately cruel, so I broke script and told
him that I wasn’t interested. After taking one more stab at me with
a “when is a good time to follow up to see if you’ve changed your
mind,” he’d exhausted his slimy script and he hung up on me with
no fanfare. Class act from start to finish. I should call him back, say
I’ve reconsidered, and set that phony meeting after all.
We software developers present as an unusually marketing and
sales averse group. We’re skeptical of crap like this, and the world
reinforces that skepticism. On top of that, we also tend to be fairly
clever, so we get good at sniffing these things out. “Oh, heavens yes,
I could use some unsolicited financial planning from you, stranger,”
isn’t something you’re likely to hear out of the same mouth that
says, “you should use the builder pattern in that module.”
We collect such instances of disillusionment with the seedier side
of commerce, and we use the scars they produce to inform our
preferred roles within organizations. Sales is an unseemly vocation,
so we stay away from it and even disdain it. We don’t stop to
consider that not all sales happens equally. What if a buddy had
been sitting next to me when I got that call and he’d listened to
the exchange and then said, “oh, dude, I wrote this app a while
back that’ll make sure no d-bag like that ever calls you again, and
it’s only $12.” I’d have sprained my wrist grabbing my wallet too
⁷²http://www.fallacyfiles.org/loadques.html
Chapter 40: Developers Becoming Efficiencers to Take Control 278

quickly.
But we don’t really think of those helpful types of interactions as
sales and, more importantly, we don’t tend to think about how
we might apply our own world views to disciplines like sales.
What would sales look like if developers ruled the world? Instead,
we regard these other professions the way most of us regard the
vocation of plumbers specializing in sewage – it needs to exist, but
I want to stay as far from it as possible and not think about it.
In the last chapter, I made the case that other parts of the business
mattered and that you should pay attention and value them. In this
chapter, I’ll address why and talk at length about how developer
hegemony comes from using our leverage to remake these other
facets of the business according to our preferences. If you don’t like
sleaze-ball sales, weird accounting practices, and sloppy organiza-
tional operation, don’t complain, and definitely don’t ignore them
– take over and fix it. We’re not trying to bamboozle suckers into
generating commission for us in our roles as middlemen – we have
too much leverage for that to be necessary.
And we have this leverage by virtue of the fact that we are
efficiencers, whether we realize it yet or not.
I now owe you a definition of this term, “efficiencer.” In short, it’s
the name for the service that we, as software developers, provide.
“Software developer” is descriptive, but it suffers the fate of being
entirely too procedural and focused on details. We perpetuate this
problem by being, ourselves, far too focused on details. The value
proposition that we offer the world, notwithstanding what we write
on our resumes, is not “5 years of Python, 3 years of Javascript,
etc, etc, etc.” The value proposition that we offer has deep roots in
efficiency.
As software developers, we automate things. This is easy to see
when you contemplate a team that saves money for an organization
by writing line of business web services and the like. This team is
automating away the need for manual data entry. This automation
Chapter 40: Developers Becoming Efficiencers to Take Control 279

enables the organization to do more work in the same amount


of time, without hiring additional people or buying additional
resources. And output as a function of time is – you guessed it –
efficiency.
Efficiency equals stuff divided by time. Thus, our true vocation
takes two basic forms. We allow people to do more stuff in the same
amount of time, or we allow people to do the same stuff in less time.
In both cases, we increase the value of efficiency in that equation.
This is obviously true with things like automating data entry, but
it extends to all facets of programming, including virtual reality
or games. We allow people to “visit” the grand canyon without
spending money on plane tickets and wasting time traveling. For
games, consider fantasy football. My uncle played fantasy football
in the 90’s, before the Internet really took over. He was an extreme
early adopter because playing fantasy football back then involved
league participants manually collecting statistical information from
newspapers, compiling it, and using it to score the league’s games.
That’s a huge time investment. Now fantasy football takes place
in pretty much every corporate office in the US because it’s more
efficient to play it.
Time is, perhaps, the most important commodity of the digital age.
If you grab any modern human and ask them to list their biggest
current problems, the lack of “enough time” is sure to rank highly.
Books⁷³ and books⁷⁴ and books⁷⁵ have been written about how
individuals can wring a few more spare minutes out of each hour
or day by being more productive. When businesses look to do the
same, the stakes become immeasurably higher. And that’s what we,
as efficiencers, sell. We sell efficiency to business, thus granting us
incredible leverage as part of the workforce. We sell to individuals
and businesses alike the ability to increase profits, to expand, and
to scale.
⁷³http://amzn.to/2jJPHyf
⁷⁴http://amzn.to/2jR49sw
⁷⁵http://amzn.to/2ioK38H
Chapter 40: Developers Becoming Efficiencers to Take Control 280

If you were to ask a lawyer about his core value proposition, he’d
say that he provides expertise in the law. “I help you claim and
defend your legal rights.” If you were to ask a doctor about her
core value proposition, she’d say that she provides expertise in
your health. “I help you live longer and have better quality of life.”
But if you ask a programmer about his core value proposition, he
will probably say something about knowing ASP and helping you
build websites. “I help your company build nice, responsive design
websites that function on a whole variety of blah, blah, blah….”
Wrong. Our value proposition is that we provide expertise in
efficiency. “I help you have more time and money.” Or, at the risk
of sounding a tad overly dramatic, “I help raise the standard of
living.” Sounds pompous, but that’s what we do – eliminate jobs
of drudgery and create ones of knowledge work. I’d say that time
and standard of living as by-products of our work put us on par
with those offering services around rights and health.
But we don’t really have the same sort of place in the world as
doctors and lawyers, do we? At least, not yet. Why is that?
The reasoning for this is, no doubt, complex. But I think we can
start by reaching back into part 3 and considering the history of the
corporation. Recall that the Industrial Revolution gave us the rise of
efficiency as a serious concern. Until that time, competing vendors
were basically artisans that would compete with individual quality.
Then the Industrial Revolution occurred, allowing competitors to
compete via scale and efficiency. By the time the first computers
came into existence, they provided a natural path toward the ever-
mounting demand for efficiency. The vocation of “programmer”
thus emerged from the belly of the corporation, as an optimization
of a quest already well underway. Notwithstanding academic re-
search projects, it was the corporation that gave birth to the modern
programmer, and it did so at the grunt level.
Contrast this with doctors and lawyers. Both vocations predate the
Industrial Revolution and have a lengthy history of being consumed
Chapter 40: Developers Becoming Efficiencers to Take Control 281

en masse by individual citizens. These professions evolved over


the centuries, outside of the crucibles of industry and Taylorism.
They have rich histories of individuals and partnerships hanging
out shingles and dealing directly with customers.
Consider a law firm. Do the founding partners go out and hire
a Lawyer Manager to order them around, and then do they hire
a VP of Lawyering to order the manager around? Do they then
hire a CEO to rule over everyone, and to hire a CFO to handle
the finances, a VP of Sales to handle finding clients, and a COO to
schedule court dates and such? Of course not. There’s no historical
precedent for all that fluff. Rather, they handle facets of the business
themselves. What they can’t or don’t want to handle, they delegate
to subordinates that they hire. The partners don’t specialize in
finance, sales, marketing, or operations. That would be silly. But
they understand enough about it to act as the boss.
More established knowledge work professions first encountered
the corporation as a customer and not a master. Not so for us, as
programmers. We came into this world as miscellaneous corporate
employees that happened to figure out Microsoft Access pretty
quickly. Before we really knew what was happening, the Senior
Director of Something was telling the Manager of Whatever to tell
us to do some stuff to the Access Database that would make them
not have to hire an intern to manually enter data all summer. We’ve
historically automated and saved time at the behest of operations
strategists that understood how to translate our skills into cost
savings and revenue generation.
But the time for that is over.
As an industry, we’re at that crossroads that happen in sci-fi movies
where the robot achieves self-awareness. The corporate world
has become so utterly, irrevocably dependent on ever-increasing
efficiency, that it absolutely cannot live without what we provide.
If we now alter the terms under which we furnish that efficiency,
no one is in any position to argue. That is our link to the older
Chapter 40: Developers Becoming Efficiencers to Take Control 282

knowledge work professions. Is someone being sued in a position


to demand that an attorney fill out a TPS report? Is a sick person in
a position to order his doctor to participate in a daily status call? Is
a company whose service delivery costs more than it makes them
in a position to demand these things of us?
The next phase of our profession’s evolution involves us leaving
large organizations, keeping our own counsel, and hanging up our
own shingles. On those shingles, we will say, “we specialize in
making your business more efficient.”
In concrete terms, this means a subtle shift in our focus. Without
this shift, you have the same sort of staff augmentation firms
engaged in the same sorts of low-leverage commerce that define
the app dev ‘consulting’ space today. We stop accepting “specs.”
We stop receiving “wireframes.” We stop dealing with prospective
clients that come to us and say, “we’ve had our business analysts
figure out everything we need it to do, and now we just need some
geek to actually write the code.”
“No, no, no,” you say. “That’s not how we do business. You don’t
come to us when you’ve planned the details of your site. You don’t
even come to us when you think you need a site. Rather, you
come to us the moment that someone says, ‘it’d be a lot easier
if our customers could order stuff online.’ You’re talking there
about making your operation more efficient, and efficiency is our
specialty. We’ll be the judge of whether you need a site or not and,
if you do, how it should work – what its ‘spec’ needs to be.”
But you only get to have conversations like that when you can
understand and wield your leverage. And you only get yourself
in a position to understand and wield leverage by becoming se-
rious students of business – all components of the business. As
efficiencers, we recognize that code is a means to our end only, and
that sometimes our clients are better served by not commissioning
any code at all. Geeks/programmers/developers/etc will rarely tell
you not to pay them to write code, even if that’s the right call.
Chapter 40: Developers Becoming Efficiencers to Take Control 283

Efficiencers will always make the right call.


And, on top of that, Efficiencer firms will be savvy enough to start
and run firms the way lawyers and doctors do. They’ll partner up
and run the business themselves, delegating the parts that don’t
make sense for them to handle. They still don’t need to worry
directly about, say, sales, if they choose not to, but they call the
shots. That means that Efficiencers can slap and fire people that
act like my would-be financial planner, and chart a course of
which they approve. And best of all, Efficiencer firms will have an
utter monopoly on making their own marketing, finance, sales, and
operations more efficient. Not only can they dictate and replace –
they can automate as well.
Chapter 41: Remaking App
Dev Firms as Efficiencer
Firms
Up to this point, I’ve been relatively abstract about the future and
what we do to get there. In chapter 39, I discussed how the developer
opportunist profiles as someone that cares about all facets of the
business. Then, in chapter 40, I talked about how that caring lets us
re-cast ourselves as professional, expert efficiencers with leverage.
But so far, you might just think of this as a mental change in
our own philosophies as individuals. The developer opportunists
I’ve interviewed have a different philosophical outlook than the
workaday developer. Now armed with that outlook, you may
change the way you do things toward your own benefit. But how
does that change our industry? How does that produce developer
hegemony?
In this chapter, I’ll talk specifics. What you’re going to read next
is wishful thinking, encouragement, and prediction all rolled into
one. I guess you can accuse me of being an optimist. I think we’re
heading in the direction I lay out. My goal in writing this book is to
help us get there faster.
One of the questions that I asked of my panel of developer oppor-
tunists was, “Why do you think there’s such a ceiling, both in pay
and organizational status, for software developers in the corporate
world?” Matt Heusser had an interesting answer.

Programming is viewed as entry-level translation work.


It is something to get promoted out of. Most companies
want a journeyman programmer with 3-5 years of
Chapter 41: Remaking App Dev Firms as Efficiencer Firms 285

relevant experience, so they won’t have to pay to train


them, then lose them. So there are few good training
programs. Plus, the company doesn’t want to pay for
your 20 years of experience, 5 of COBOL, 5 of C, 5
of early web development, and 5 of recent relevant
responsive design.

That looks right on paper, but the result is that we


have a pile of new people who are trained poorly, while
kicking good people out around 40.

James Grenning, likewise, had an interesting answer.

The corporate world does not know what program-


ming is. They view it as labor (more hours equals
more output, cheaper hour rate means less cost), not
knowledge work (problem solving takes time and some
people are better at it than others). …

I use these two quotes because they do an excellent job illustrating


the current, non-efficiencer state of affairs. As James points out, the
corporate world regards the nitty gritty of programming as “labor.”
And, as Matt points out, that labor fits tightly as a cog into a larger
machine: “translating” a boss’s strategic vision into the mundane
geekery of source code.
Programming in the corporate context involves a neat division
of labor. Strategic-minded folks that understand business (usually
Taylor-esque managers) figure out the “what” and the grunt devel-
opers concern themselves with “how” (to the extent that they aren’t
also micromanaged on the “how”). If you work hard and keep your
nose to the grindstone, you will eventually be promoted from the
latter to the former. But never the twain shall meet.
It’s interesting how the agile software movement has encouraged
a blending of just about all things technical. In the enterprise, I’ve
Chapter 41: Remaking App Dev Firms as Efficiencer Firms 286

heard the term “T-shaped people” tossed around pretty freely. What
this means is that you want people with a wide base of skills, but
who go deep in at least one specialty. If you have people like this,
you can put together excellent Scrum teams. Everyone knows a bit
about writing code, testing, operations, etc, but each individual has
deep expertise in one of those things.
As a resource allocation strategy, this is savvy. If all of the devel-
opment work is done, and it’s testing time, everyone can pitch in
with the testing. This is a lot more efficient for handling variable
specialty workloads. If you sometimes have nothing but testing
to do, you don’t want the developers all sitting around twiddling
their thumbs. If everyone can help with everything, that’s never a
concern.
This has given rise to all manner of ceremonies and strategies
for cross-discipline collaboration. In fact, the recent love affair
with the concept of “DevOps” illustrates this perfectly. Why silo
between writing software and caring for it at runtime? Can’t we all
participate? And now, in fact, we do.
It turns out that treating knowledge work pursuits like manufactur-
ing operations doesn’t work particularly well. But was the model
inherited from the Industrial Revolution, and it’s been hard to
shake. The thinking goes that if you break a complex operation
down to its individual components, and then have people specialize
in those components, batching the work and letting people get good
at tiny slices of it leads to greater efficiency. This works well for
stations on an assembly line, but not so much for writing software.
Breaking down the silos and walls of this type of specialization has,
counterintuitively, led to large efficiency gains in our line of work.
And yet, one sacred silo remains: business/strategy versus software
development.
For their part, proponents of agile software development get credit
for what strides that have been made along these lines. Scrum calls
for a “product owner,” someone empowered to make any business
Chapter 41: Remaking App Dev Firms as Efficiencer Firms 287

decision related to the software, to be a first class member of the


Scrum team. People facilitating so-called agile transformations at
enterprises stress the importance of collaboration between IT and
“the business.” In fact, one of the 12 principles outlined on the site of
the Manifesto for Agile Software⁷⁶ holds that “business people and
developers must work together daily throughout the project.”
But no one is saying that business people and developers should be
the same people. Except me. I’m saying it now. Efficiencers are to
business and software development what DevOps is to development
and operations.
This is the first guiding principle of efficiencer firms. The firm’s
principals are programmers. They are not former programmers,
kinda-sorta programmers, nor any of the other designations that
principals of such firms might currently hold. They still program.
But they also run the firm, and they also speak to clients about their
business operations and how the efficiencer firm can make their
business more, well, efficient.
A traditional app dev consultancy practicing Scrum would operate
by assembling a team of software developers and asking the client
to supply a product owner. This serves the important purpose of
getting the team a single, empowered decision maker to let them
go as fast as possible. It’s a smart concept, and it improves by
light years over contract/spec-driven waterfall development, which
tends to result in more lawsuits than happy customers. But it
nonetheless separates business from software. “We write the code
and you supply the vision.”
No more of that. In Scrum parlance, you could think of an effi-
ciencer firm as one that convinces the client to delegate product
ownership to a member of the firm. “Hey Efficiencers Inc, we have
the goal of automating customer orders, and you’ve told us that
you’ll take on the project and deliver a system that lets us process 10
times as many orders per hour as we currently do. The gig is yours
⁷⁶http://agilemanifesto.org/principles.html
Chapter 41: Remaking App Dev Firms as Efficiencer Firms 288

– go!” With this mandate, “product owner” is clearly something the


efficiencer firm does internally. After all, they’re the ones with the
vision for the 10X speedup, so why wouldn’t they own any decisions
relating to any software that needs to be written to achieve the goal?
To put this concretely, if you started an efficiencer firm, you
would not take specs, and you would not take wireframes, and you
would not take direction on software. Software (and, by extension,
automation/efficiency) is your area of expertise – not your client’s.
In the future, this is how more and more software will get written.
But there is an obvious hurdle, as you can, no doubt, imagine.
Specifically, the fact that the world doesn’t currently work this way
impedes us from trying to. If you’re a freelance developer or a small
app dev firm, I can imagine what you’re thinking. “Sure, next time a
prospect calls me to ask for a website, I’ll smugly sit back, cross my
hands behind my head, and condescendingly say, ‘let’s back up and
ask if you really even need a website.’ That’ll go well.” Fair enough.
I owe you some explanation beyond hand-waving of how we get
from current state to one where they call us before they need that
site.
To put it succinctly, we make that move by putting our sales hats on
and changing our core offering. We’ll get there by slowing ceasing
to sell app dev and starting to sell efficiency. But since cold calling
people and offering “efficiency” sounds a little nutty, let’s look at
some interim steps so that you can see what I mean.
I’ve done some admittedly improbable comparisons of our industry
to that of lawyers and doctors. Hopefully, the recasting of our work
as dealing in time and efficiency has made that seem somewhat
more plausible because I’m going to draw on that again to help
illustrate where we need to go.
If you find yourself in the unfortunate position of getting divorced,
you start asking people you know for referrals to divorce attorneys.
If you have problems with your foot, you call up someone with
the title “podiatrist,” meaning “foot doctor.” Those autonomous,
Chapter 41: Remaking App Dev Firms as Efficiencer Firms 289

knowledge work professions organize themselves according to the


problems their prospective customers have. They advertise in terms
their customers understand.
Software developers and app dev firms fail spectacularly in this re-
gard. We organize ourselves and sell labor on the basis of what tools
we use while our customers tell us what to do. Think about how a
moderately sized app dev consultancy might look for employees
and advertise to clients. “We’re an agile Ruby shop that works
with small and medium sized companies.” This is like an OB GYN
practice saying, “we’re a practice that does epidurals and Cesarean
sections for young to middle aged women” instead of “we help you
give birth.” And we also wash our hands of any real expertise in
business. Continuing the analogy, we don’t tell our clients, “the
baby hasn’t turned and you need a C-section.” We say, “alright, just
give us a spec for how the birth needs to go, and we can do anything
you want!”
Back to the problem of having conversations about whether a
website is even necessary or not. How do we get there? Well the
first step is to stop organizing ourselves into groups of people that
use common tools and then selling “we’ll do anything you tell us”
to customers. When you do that, you’re selling neither a good, nor
a commodity, nor a service. You’re selling humans in the form of
pseudo employees. That’s called staff augmentation. And, make no
mistake, you can still do staff augmentation even if you supply an
entire team and they don’t sit at the client’s site. Staff aug is not a
question of how many people you supply or where they work, and
you don’t get out of that mode by offering some feedback or advice
on what you’re doing as you do it and calling that “consulting.” Staff
aug is a matter of whose vision you execute. If it’s anyone’s other
than yours, you’re augmenting their staff.
When we advertise, “we’re a Ruby shop and can build you anything
you like using Ruby,” we’re making two efficiencer mistakes. First,
we’re involving the customer in something it shouldn’t know or
Chapter 41: Remaking App Dev Firms as Efficiencer Firms 290

care about: our tool of choice. Secondly, we’re leaving ourselves


out of something we should know and care about: what we’re
building and why. Understanding this truth is the first step toward
efficiencer firms and toward clients not asking just who you think
you are when you have a frank conversation about whether they
even need software or not.
The first thing that you need to do in order to start having con-
versations like this is to put on your sales and marketing hat and
articulate what you offer. It can’t be your labor – it has to be your
expertise in making something more efficient. This will most likely
take the form of a productized service. A productized service is a sort
of pre-baked consulting solution to a tangible problem. For instance,
consider the vague example problem to which I have referred a few
times: an organization thinking a website will allow them to fill
many times more orders than they currently can. Instead of “we
build websites in Ruby for small to medium sized companies” you
switch to “we help organizations without a public digital presence
dramatically increase the volume of orders they can handle.”
Notice that we’ve flipped the script and avoided the two efficiencer
mistakes. We’re no longer involving the customer in something
it doesn’t care about (what programming language we use) and
we’re no longer left out of the “what we’re building and why”
conversation since, by the very nature of what we offer, we’re
automatically part of that conversation. This can work even as
you transition your business model and develop the offering. If
you interject with the “why are we even doing this” question, it’s
a lot easier to explain if you follow it with “please excuse my
presumptuousness, but the strategy behind these types of projects
is actually a first class offering of ours.” It’s a bummer to still have
to say this in 2017, but being able to say that honestly takes you in
their mind from “coder” to “consultant” and that makes them far
more likely to listen to you than to say “shut up and write some
code, Geek” (even if they say it in more polite terms).
Chapter 41: Remaking App Dev Firms as Efficiencer Firms 291

If you look at the panel of people to whom I’ve talked, you’ll find
examples of productized services in the mix. James Grenning, for in-
stance, tells prospective clients, “I’ll teach your embedded software
team how to test drive.” Sally Lehman, despite looking to broaden
from her niche (which makes sense in an employment context,
since employers generally don’t want niche the way customers do),
has created one for herself that would serve well in a consulting
capacity: “I can help you with email delivery.”
But, beyond that, look at the folks that offer products, rather than
productized services. Eugen and Thorben specialize in Spring and
Hibernate, respectively, and offer courses. John Sonmez offers info
products to teach software developers soft skills. They could all
easily compliment their product offerings, if they so chose, by
offering productized services around them. (It bears mentioning
that the efficiencer mandate not to burden customers with tools of
the trade does not apply to courses on Spring and Hibernate since,
in those cases, software developers are the customers).
If your firm adds productized services to its portfolio, it will, almost
by definition, add an alternative billing model to its portfolio as
well. And alternate billing models are another important step in
the efficiencer direction.
Let’s consider how app dev consultancies bill their clients today.
Generally, they have two standard options: fixed bid or hourly/-
time-and-materials. Fixed bid offerings mean that the customer
comes to you with a spec or an RFP, you size it up, you estimate
that it will cost you about $300K to develop, and then you say “I’ll
do that for $500K.” If the customer agrees, you now absorb all of the
risk with relatively limited reward. After all, you’ll get the $500K
from them whether it costs you $300K or 3 million. For this reason,
most firms avoid fixed bid arrangements for anything complex, and
they foist all the risk onto their client.
That brings us to time and materials. In time and materials, you,
as an app dev firm, say, “gosh, I dunno – that’s a complex project.
Chapter 41: Remaking App Dev Firms as Efficiencer Firms 292

We’ll just start working and it’ll cost $100 per hour. We think it’ll
take 5,000 hours, but that’s just a guess.” The customer now agrees
to a rate for the work rather than a price for the deliverable.
And, guess what. That makes the customer really interested in what
you’re doing during those hours. It’s the only measure they have
for managing risk. And guess what else. Heavy interest in what
you’re doing each hour makes you look an awful lot like one of their
employees and lands you right back in staff augmentation mode. As
I explained earlier in the book, salaried employment is a zero sum
game. So is hourly billing.
But if you’re adding productized services to your offering portfolio,
you enter a different mode of operation. You’re doing something
repeatable enough that you don’t need to completely punt on
effort/cost estimation. In other words, you’d never agree to “build
me a massive custom website” as a fixed bid project because no one
has ever done anything like that before and neither party has the
faintest clue what it will cost. Not so with a productized service that
you deliver over and over again. You can quote a price on that.
But, even better than quoting a price based on your cost is quoting a
price based on the client’s realized value. For instance, let’s go back
to the “we’ll automate order processing for you.” If you’ve done 10
of these automation projects before, you might know that it takes
you about two weeks a pop. If you’re accustomed to earning about
$5,000 per week, you could quote a fixed rate of $10,000. But you
can also try reasoning about what the project is worth to the client
and charge on that basis. For instance, if you know that processing
10 times the orders they’ve historically been able to would mean
that they’d go from $100K in monthly revenue to over a million, I
think it’s fair to say that the automation is worth more than $10K
to them. Heck, it’s worth more than $10K to them the first day after
you deploy. So you could ask instead for $300K for the project and
they wouldn’t bat an eye. Neither party cares about your cost during
pricing – only what the thing is worth.
Chapter 41: Remaking App Dev Firms as Efficiencer Firms 293

This is called value-based billing and, while it’s a nice alternative to


other billing models in its own right, I don’t mention it here to say
that it’s a prerequisite for transitioning toward being an efficiencer
firm. Rather, I mention it because it gives you yet another pretext
for having the strategic, “why” conversation for the project. You
can’t attempt to ascertain the value of an initiative without having
a strategic discussion. And, again, if you explain that the strategic
conversation is part of your discovery and quote process, clients
will be a lot less likely to take it out of turn.
You can even continue to offer custom app dev as an up-sell to
your normal offering. That’s less strategic in and of itself, but
the expertise required to furnish a productized service offering
will ensure the discussions remain strategic. The most important
thing is to position yourself as a business expert that can bring
automation to bear. Then, you can build a suite of offerings around
that common theme.
Hopefully the move toward expert productized services addresses
the “but, we can’t say that!” concern for asking the “why” questions
of clients. But, if not, you still have one more card to play, assuming
that you have a good financial outlook for it (or, even if you don’t,
but don’t mind the risk): the negative sell. Going back to the order
taking website example, here’s what that might look like.

I can see that you’ve gone to a lot of trouble to create


an RFP and all of those specs, so I can definitely
understand that you want to proceed along those lines.
Unfortunately, we don’t advise that course of action
based on our experience with these sorts of initiatives.
If you want to do that, I’d suggest going with another
vendor, but keep us in mind down the road if you do.
What usually happens to clients in situations like yours
is that they issue an RFP, get about 5 bids, pick the
second least expensive one, spend 6 months arguing
about fonts and colors, and wind up paying 50% more
Chapter 41: Remaking App Dev Firms as Efficiencer Firms 294

than the firm quoted for something you’re not thrilled


about. If you sense that happening, let’s talk.

You can be polite, firm about your position, and demonstrative of a


lot of experience all rolled into one conversation. It’s also powerful
when you’re able to read or forecast your prospect’s pain points and
when you refuse to be the source of one of them. Efficiencer firms,
niching around a specific area of expertise, will be able to do all of
this.
Obviously, for efficiencer firms to become the norm and to replace
“we’ll build anything as long as its Java” firms, we need to change
from software pros to efficiencers. That means a lot of change in the
way we do things. But I do foresee another development greasing
the skids as well.
The need for software continues and grows stronger as organiza-
tions seek more and more efficiency and time savings. And the gig
economy continues to gain steam. Whether we become efficiencers
or not, there is money to be made in catering to these freelancers
and gig based firms. There will be more money if they’re efficiencer
firms, since those firms will be savvier about growth, hiring, and
delegation, but either way, a market continues to emerge.
I foresee companies springing up that offer all sorts of services to
tiny software development shops. For instance, accounting firms
and marketing firms could easily specialize and niche into helping
only small custom app dev shops. Legal is another big one as well.
“Give us $1,000 and we’ll incorporate you, start you off with a set
of boilerplate contracts for clients, and give you a road map for
keeping yourself out of any legal jams.”
The sky is the limit with these sorts of things, honestly, so it’s
not like I’m giving away billion dollar trade secrets. More and
more software developers are going the freelance route, and even
more than that are tempted and flirting with the idea. Removing
Chapter 41: Remaking App Dev Firms as Efficiencer Firms 295

or reducing any barriers to entry will be a growth industry, since


there’s a huge untapped customer base.
As this happens, it will mean a cottage industry of people flipping
to a mode where software developers are the boss. When you’ve
got a business, your clients are the boss, so these firms will have no
qualms about this operating model. They won’t demand to speak to
a project manager or assume that business is a foreign language to
you. Money talks.
If you want to see some early signs of this transition – of the rise of
efficiencer firms and developer entrepreneurs – look no further than
people selling things to developers. Scratching our own itches is the
beginning of developer hegemony because it’s a low friction way
to cut out needless interposition. Look at John, James, Eugen, and
Thorben. All of them sell to software development organizations.
All of them delegate business operations to others. All of them are
the boss.
Developer hegemony will start with small firms and developers
catering to one another. It will gain steam as more leave traditional
work roles and solicit help from the emerging industry of catering
to these firms. It will become dominant as we offer more niche
productized services and scratching business itches. And it will
culminate with efficiencer firms as the new normal for telling
businesses where, when and how software should be written.
Chapter 42: Anatomy of the
Efficiencer Firm
If we take inventory of what we’ve got so far, it’s the distinction be-
tween efficiencer work and app dev work. Developer opportunists
care about other parts of the business, and they interact with firms
at a more strategic level. Hopefully this gives you an idea of the
form and shape of developer hegemony. Developer opportunists
that solve business problems and leverage automation to do so will
own the future (and currently have a competitive advantage in the
present).
With that in the books, let’s spend this chapter looking at efficiencer
firms from a more concrete, nuts and bolts perspective. To do that,
we’re going to need to toss out some sacred fixtures of the corporate
world. I assume that, if you’ve read this far, you’re probably open
at least to considering that.
I’ll get the hardest one to swallow out of the way first. Forget about
the notion that organizations need to scale, in terms of salaried
employees. In fact, forget the notion that doing so is even desirable.
Setting aside high minded mission statements and pitches to in-
vestors, the primary motivation to scale an enterprise is to allow
an owner to get paid for someone else’s work. Now, I don’t find
anything intrinsically onerous in this – I’ve don it myself. But it’s
important to be clear about the goal, whatever other motivations
may exist.
Let’s say that you strike out on your own as an application devel-
oper and you initially charge $75 per hour on the freelance market.
Initially you’re scraping by with only a few clients and a few hours
worked per week. But over the course of time, you do well, secure
more business and grow. You raise your rates steadily over the
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course of a few years and get to the point of being about 80% billable
at $150 per hour. Kudos to you, as you’ve elevated your income
from, say, $40,000 per year to nearly $250,000 per year.
That’s a heady feeling, and if you’re used to doubling your income
every couple of years, you might want to keep doing that. No
judgment here. Maybe you tithe, pay for a relative’s medical bills
and donate most of the rest to puppy shelters for all I know.
Whatever the motivation, you’re bumping up against something of
a cap. You’re not going to be able to raise your rates too much for
stable app dev – you’d need to do something more specialized, and
that would likely mean reducing your billable hours and possibly
even backsliding. And, say you eventually got to $250 an hour for
IT management consulting, you’d just wind up hitting another cap
years later. The cap exists and it’s real, so let’s not worry overmuch
about where exactly it falls. Suffice it to say, you want more.
And you have an easy, tried and true way to do this. You’ll hire a
second developer, and you’ll even offer him a generous salary of
$100,000 per year, which totals out to $50 an hour. You bill him out
at $150, just like you, netting you a cool $200,000 extra per year.
Nice!
Except, er, wait. As I mentioned in part 2, you have to spend about
$25/hour of that on benefits for this developer. And, since you’re
not exactly GiganTech with paid masseuses and chefs, you need to
make the benefits really good. Fine, $75 per hour still nets you a not
too shabby $150K pear year. But, wait a second, darnit. You have
to spend an entire week doing nothing but onboarding this person.
And then you have weekly one on ones and status calls and the like.
Also, his work is occasionally not up to snuff, making you spend
non-billable hours redoing it and teaching him what went wrong.
Oh, and now you have to do payroll, benefits administration, and
a whole host of other stuff you never had to do before. Wow.
You’re still making $150K per year for that employee, but your own
billable percent and income has taken a sharp downturn. It turns
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out that hiring another person isn’t even as profitable as that time
you started billing $25 more per hour.
But, wait a second. If you’re going to do all that employer/man-
ager/benefits stuff, it’s not that much harder for 5 people than it is
for 1 person. So you take another hit to your billable hours and go
out in search of bigger fish clients. You land one and then hire a
team of 5 developers. Now, you have to spend more time managing
them, but earning that extra $50K per year on each of their billable
work plus, say, $100K on your own work has you at a comfortable
increase. But wait a minute. Now that there’s a whole team of
them, they expect an office to come to. Plus you have to adjudicate
conflicts, do more onboarding, and buy them all stock machines
because having them use their own personal computers no longer
cuts it. And, you’re suddenly taking on clients you don’t much
care for and would have refused before, but you have 5 people’s
mortgages to worry about and not just yours. Sigh.
You can grow an empire by earning margins on the labor of
progressively more people. But it’s an ongoing battle, and it’s never
going to be as pure, simple, and satisfying as driving up profitability
of your own one person operation. When you grow to expand your
revenue as an owner, you’ll always be chasing that dragon.
As efficencers, I propose that we not view earning margin on other
people’s work as the only (or even a desirable) way to scale. With
that central assumption cast aside, we can revisit others.
For instance, without the margin-scale imperative, we can much
more easily toss out the job interview. An efficiencer firm need
not participate in this farce. To understand what I’m driving at,
ask yourself why organizations rely on hiring complete strangers
that nobody there knows. Oh, sure, most companies would prefer
to interview and hire a referral or a colleague of an employee, but
absent those options, they just hire random people after pretending
that a 2 hour conversation will help them know whether or not
that person will work out. Why do they do this? For the same
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reason that, in my hypothetical scale example, you would do it after


landing a contract with a big firm that you need 5 new people to
service. You tie your own hands with the scale imperative.
In fact, if we allow ourselves as efficiencers to grow comfortable
with the constraint of not engaging in marginal scale, we are freed
of all sorts of corporate pap that frustrates. If we dispense with
the stranger interview, we eliminate the need to work through
the corporate recruiter. As we interact with our coworkers, we
don’t have to play politics over pay bands and mutual status, while
playing zero sum negotiating games with a boss. In the US, without
mandatory scale, we don’t need to contend with as many labor laws,
obviating concerns like human resources and convoluted legal-
driven bureaucracy. On the ownership front, without the scale
imperative, we also don’t need nearly as much venture capital to
get started, leaving us less beholden to outside influencers.
I won’t list everything here. But if you need a reading break for
a moment, I invite you to let your mind wander over all that
becomes possible if we consider that throwing more people at a
corporation isn’t the only way to get more profit out of it. Doesn’t
that make sense? After all, we are efficiencers. Scale is the opposite
of efficiency – it’s brute force.
Now that I’ve primed the pump a bit with the questioning of
basic corporate assumptions and practice, let me introduce a set
of principles by which I propose that efficiencer firms operate. I’m
a big believer in the idea of introducing creative constraints, and
that’s what I aim for here. If you set forth a set of core principles and
then let people innovate within those principles, their cleverness
can tend to produce amazing results. The key is getting folks to
believe that the fact that we’ve been doing something for a while
doesn’t make that something inevitable.

• Efficiencer firms are boot-strapped and self sufficient, mean-


ing they’re profitable from the outset.
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• The members of efficiencer firms are partners. All members


execute on the organization’s value proposition and have skin
in the game. Instead of employed pragmatists, they delegate
to vendors.
• They don’t rely on absurd practices like job interviews to
scale up their delivery capabilities. That happens via trial,
recommendations, and networking.
• Everyone’s contributions to the organization’s profits can
easily be measured. They only grow as long as that remains
true.
• In short, the firm is comprised of opportunists. Anyone who
would normally be a pragmatist is, instead, a vendor. This
in turn eliminates the need for an over-enthusiastic buffer of
managers and “senior” people.

The first thing that might come to mind is to wonder why I propose
that efficiencer firms should operate this way. And, indeed, this
is something that I propose as a sustainable, dignified model for
operating in the future. You could easily specialize as an efficiencer
consultant and hire an army of random people to support you,
including enthusiastic, idealist acolytes that hang on every word
of yours. I don’t like that concept, and I won’t recommend it, but I
also won’t ask you not to do it. That said, I’ll resume advocating for
my vision.
First and foremost, this lightweight, nimble model seems entirely
21st century appropriate for people who won their means of pro-
duction and can work anywhere with a wifi signal and their laptop.
You can engage in what Tim Ferris calls “lifestyle design”⁷⁷, wherein
you decide what you want out of life and then build a business
that supports those goals. In other words, if you leave behind
the assumption that “work” means commuting to some physical
location every Monday through Friday from 9 AM to 5 PM, you
⁷⁷http://amzn.to/2iKCILQ
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have a lot more options for happiness. Maybe you travel a lot or live
somewhere remote and perfect for you. Maybe it’s just a matter of
skipping a commute and seeing your family more, or working hours
more compatible with those around you.
Whatever you might have in mind, working as a partner in a
small firm makes this much more likely. If you grow larger, start
employing people, and looking more like a traditional company,
you’re the boss. The boss has to be present to supervise the grunts.
Before you know it, you’ll be only nominally less trapped than you
are in a typical 9-5 gig.
But that’s really just the tip of the iceberg, and it may not even be for
everyone. Some people like structure and going to a specific place,
and more power to you if you’re not looking to do what I’ve been
doing and migrate to warmer climes for the winter. A key property
of all of this taken together is that you avoid being subject to stuff
that makes you want to pound your head against your desk until
you see stars.
If you’re a partner in an efficiencer firm, you have, by definition,
partnered with people you believe are compatible. That alone is a
step up from getting hired at Soul Crushers Inc and stuck on a team
run by some expert beginner and a bunch of checked out people that
roll your eyes when you tell them you think they should start using
source control. You have the ability to seek out and collaborate
with people that have similar taste in circumstances and compatible
beliefs.
The principles that create a lot of drag on growing the firm pay off
as well. When I consult with companies, I frequently explain that
trying to automate a process as you figure it out is a mistake. Get
the process right first, then simplify it to core principles and, only
then, do you automate. Same thing with expanding your company.
If you have to ask strangers why manhole covers are round in order
to grow, you’re failing hard at this. “Well, Ms Smith, we need to add
some headcount to get this software in front of our biggest client
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by October and we think you can help us with that… if you don’t
mind explaining why manhole covers are round.” It’s a wonder that
commerce is even possible in our society.
Runaway growth in pursuit of headcount that blow’s Dunbar’s
number⁷⁸ out of the water ensures the emergence of bureaucracy
and the friction that comes with strangers trying to collaborate at
scale. Those things, in turn, create the Dilbert-esque pain points for
which the corporate world is known. If you abide by the principles
I’ve laid out above, you’ll never have to suffer through another
paternalistic performance review, let alone sit through some kind
of company mandated sexual harassment video from the 70’s.
Speaking of the performance review, can you imagine how refresh-
ing it would be to operate in such a way that everyone’s value to the
enterprise was transparent and obvious? Compensation structures
would be clear up front and so too would the amount of money
that people brought in. Discussing performance in any assessment
capacity would be redundant, since you could basically create the
equivalent of a build radiator for it. I can only imagine that having
an objective measure of your performance, the way you do with
metrics on code, would be highly desirable.
To zoom out, what I’m talking about cuts down quite massively
on waste. You can add things only if you need them, including
functions like HR or legal, but also including more mundane stuff
like office space and the gas or train fare it costs to commute. All of
that is within your control.
Enterprise clients trying to go agile often ask me what the best way
to do agile at scale is. I generally hedge when asked this directly,
and you will, no doubt, understand why. My honest opinion on “the
best way to scale agile” is “you don’t.” The core principles laid out
in the manifesto and reinforced now all over the world emphasize
common sense, human interaction, fast feedback, and adaptability.
None of that applies to enterprises and programs lumbering along
⁷⁸https://en.wikipedia.org/wiki/Dunbar’s_number
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like brontosauruses because no one has conceived of how to break


them into manageable bites.
Near the beginning of part 2, I said that your odds of becoming
Mark Zuckerburg are the same as your odds of becoming the next
LeBron James. When you shoot for Zuckerburg, what you usually
wind up presiding over, after a career of blood, sweat and tears, is
one of those brontosauruses. If you grow within the framework I’m
outlining, you know that sanity and dignity will accompany you
at every stage. You’ll have sustainable growth when you grow, and
the things that make you want to facepalm will be isolated to the
occasional client interaction that you can always opt out of.
I’ll leave the reasoning there and close my pitch for these principles
with a literary reference. I don’t want developer hegemony to
look like Animal Farm⁷⁹. I don’t want us to use our leverage to
become the opportunists presiding over the pyramid instead of the
pragmatists at the bottom of it. It’s time to stop working as if all
commerce were 19th century textile factories.
Let’s switch gears now and consider what an efficiencer firm might
look like. It could certainly be a solo endeavor, though I’d advocate
considering partnerships as this becomes more common. Speaking
as a solo efficiencer that is starting to partner, I can say that
partnership pools the risk, sort of the way an insurance company
does. It’s a more stable arrangement.
Efficiencer firms could form easily enough (in the US, at least)
under a partnership LLC structure, though I won’t get too far into
specifics. The key thing here is to define an operating agreement
that covers explicitly what happens in the event that the partners
want to stop working together at some point. It should also spell
out what adding new partners looks like, in terms of who has to
approve it and what kinds of revenue splits are on the table.
All of this is not intended to create unneeded bureaucracy, but
⁷⁹http://amzn.to/2iDbWdd
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to prevent future messes. In a traditional corporate contexts, ter-


mination is a stock procedure (both voluntary and involuntary)
so the efficiencer equivalent should be the same. Much like the
corporation, it would be nice not to pretend that every commercial
arrangement we enter isn’t the last one we’ll ever want.
In terms of the actual work conducted by these firms, it would
center around efficiency (meaning, in all likelihood, automation
and a lot of code). I encourage you to anchor these firms around
a nice – a productized service or, at least, a highly targeted service.
This is not to say that these firms shouldn’t take custom app dev
projects. Far from it – the need for custom code isn’t going away
anytime soon. But what you need to do is get away from the “we
know Python and we’ll do anything if you just oh-please give us a
job.” That’s subordinate behavior and it’s unfair to clients since it
forces them to figure out how to use your expertise. Yes, everyone’s
used to that. But 200 years ago everyone was used to going to the
bathroom outside. Neither one is a reason to continue the practice.
When you start to define your niche and offering, managing work
volume becomes a lot easier. You’re going to have fewer situations
like the ones that anyone whose worked for a smallish app dev
firm have, no doubt, faced: “ZOMG, Godzilla Corp signed a HUGE
contract with us, which is awesome, but we need 5 new people
YESTERDAY!!!” Nevertheless, there are situations that will come
up where you need work beyond your current capacity.
In the future state, I see addressing this in a variety of ways. First
of all, you could add a new parter to the firm. I would do this only
if it addresses capacity while being a sensible partnership. What
you want to look for in a new partner is someone with decent
knowledge of your niche, a track record of understanding all facets
of the business, and compatibility with the existing partners. Oh,
and you should consider bringing along a book of business, or at
least a lot of leads, as table stakes. Draft some kind of agreement
that may include trial partnership, and bring her on.
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If you have a more tactical need for automation work, then I’d look
to the freelance market and bring on subcontractors for spot work.
Remember, you have in-depth knowledge of the niche/domain
and deep technical knowledge, so you have a great leg-up on
Bob’s Pizza Shack looking for a contractor to build a website. Go
to your network and hit it hard. Look for independents you’ve
worked with in the past, or full time employees with bandwidth for
moonlighting. If you’re a partnership of well-traveled efficiencers,
you will know hundreds of possible people.
If that doesn’t work, you have other options as well. I’ve found
subcontractor work through people that follow my blog, local
networking things, and even twitter. Look for people active in the
community with reputations to protect. They’ll almost certainly go
good work.
Now, when you find these people, contrive of experiments where
you can see if they’ll work out and fail fast otherwise. Peel off a
tiny slice of work, pay them to do it, see how it goes, and keep an
open dialog. If it goes well, offer up consecutively larger slices. This
works. Seriously. I’ve subcontracted labor both to former colleagues
and strangers without anything resembling an interview. Do you
know what I did instead? I asked them if they thought they could
do the work. And do you know what else? They answered honestly.
You might think I’m a sucker, but this has never once come back to
haunt me.
That covers general operations related, specifically, to clients, growth
and dissolution. But what about the internal operations of the
efficiencer firm? That’s going to be pretty fluid and depend a great
deal on the skill sets of the individuals involved. Generally speaking,
as a bootstrap enterprise, you’ll handle all of that internally, with
the most efficient person handling that particular concern through a
division of labor. So, for instance, if you have a partner that’s really
good at marketing and another one that’s really good at finance,
they’ll take on those tasks as overhead to the enterprise. They’ll also
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have periodic sanity checks to make sure they wouldn’t be better


served to automate or delegate the things they’re doing to let them
focus more on revenue generating activities (i.e. is the opportunity
cost of spending all day in Quickbooks higher than what you save
by not paying an accounting firm?).
Collective introspection and evaluation stays pretty easy. Remem-
ber the essential principle that you continually make sure every-
one’s contributions are extremely easy to evaluate. As a result,
conversations about how to improve the business’s efficiency and
productivity are easy to start, even if, perhaps the solutions present
difficulties. It also makes difficult performance conversations easier
and obvious, the way the problem is obvious when your code
doesn’t compile.
In looking at all of this, you may have noticed that the efficiencer
firm sort of resembles a law firm. I think that’s an excellent place
to look for sources of inspiration and wisdom when considering
unique or specific problems. But don’t get too caught up in that.
Lawyers and efficiencers solve different problems and necessarily
have different potential billing and interaction models. Given that
they’re knowledge workers, law firms seem a more appropriate
metaphor for our work than assembly lines, but don’t get carried
away.
Now, there’s another important consideration for all of this to work.
For this to really get jump started and hit critical mass, we could
certainly use some changes in the general workforce, some of which
I think will come regardless of how intentional we are about moving
toward efficiencer firms.
First of all, we could sure use less anachronistic labor laws, par-
ticularly around who is and is not considered an employee. As
the increasingly global and digital world hurtles toward the gig
economy, these laws will creakily catch up, even if progress is
maddeningly slow. For instance, Illinois, my home state for the
moment, has a labor law on the books that more or less says, “we’ll
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penalize you if you use a subcontractor that we think is really more


like an employee, but we won’t tell you what criteria we use to
make that distinction – it’s a case by case thing.” They did this
in response to years of companies using loopholes to qualify their
laborers as contractors instead of employees to get out of paying
benefits. So, while I’m sympathetic to those workers and to the
state’s frustration, “we’ll close the loophole by making the thing
completely subjective” is hardly a great solution. Our world changes
so quickly that the old men that make laws struggle to keep up. But
they’ll get there, and we’ll benefit.
Another critical component to developer hegemony via efficiencer
firms is the supporting businesses that I mentioned – accounting
firms, law firms, marketing firms, etc. that cater to us. Right now,
going into business for yourself seems to make you choose between
“overwhelming” and “expensive.” That too will change as more
people make the leap that I did and that most of my panelists did.
Firms will perceive a market and efficiencers like us might just turn
around and scratch that itch for would-be efficiencers like you (as
an aside, I’m actually kicking the tires on doing just that when I
finish this book). Some of them may do it for pay, and some may
even come up with creative arrangements, like offering the help
in exchange for equity in your firm. And I think you might see a
shift in what recruiters do as they go from trying to staff developers
at MegaTech to looking to match make between efficiencer firms
looking to scale up and down for projects.
The last sea change that I’ll mention is the critical mass that will
take place at some point. As developers flow out of large firms, into
small ones, and into independence, the vendors catering to these
markets will obviously grow. But so too will the support networks
and infrastructure. For instance, consider something I’ve always
thought of as a great conceptual alternative to the programming
interview: hire someone for a week and see how it goes. Currently,
that’s relatively unworkable. Few staff software developers will
want to quit their current job to try out another one for a week
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when the new one might not work out. But imagine if thousands of
firms hired this way. Now the risk is gone since you can just temp
hire on at a different one each week until you find a good landing
spot. This, in a nutshell is the sort of critical mass paradigm I’m
talking about. The more people leave standard arrangements, the
easier it will become for you to leave as well.
I’ll close this chapter by addressing a series of questions/objections
that people may have at this point.

I get what you’re saying about


Zuckerburg and the evils of scale, but I
want to get rich!

Bear in mind that I’m not saying efficiencer firms can’t scale, and
I’m certainly not saying they can’t make unbounded amounts of
money. I’m saying that they can scale, but with some stipulations:

• They avoid venture capital


• They don’t employ pragmatists and idealists.
• They don’t scale sloppily (e.g. via job interviews).
• They don’t obscure individual contributors’ contributions as
they grow.

Now this might seem prohibitive, but it really just means they avoid
the mindless, grow like cancer mandate of the standard corporation.
They can’t bring on headcount so that the owners can profit off of
the margins generated by grunts (by definition, pragmatists).
Consider two examples. First, as an example of unbounded money,
the efficiencer firm could collaborate on a book or video series. If
that asset went globally viral and rakes in 7 or 8 figure sales, they’d
be rolling in money without the need to add massive headcount
Chapter 42: Anatomy of the Efficiencer Firm 309

and bureaucracy. This may seem a bit facile, but it illustrates that
you have a lot of options for revenue generation that don’t require
capitalizing on others’ labor, some of which you may never have
considered.
The second example I’ll offer is how you could scale and meet all
of these criteria. You could scale by franchising the partnership into
other geographical markets. In other words, you could establish a
line of business where you bring in aspiring efficiencers in other
markets, and they pay you to train them and lend them your brand.
They setup shop in another city and fend for themselves, giving you
an ongoing cut of whatever revenue they bring in. I’m not endorsing
that model, per se, but rather pointing out another less traditional
way to grow without committing all of the sins of a Dilbert comic.

I need the stability of a paycheck and


efficiencer firms don’t offer that.

Unlike the conundrum of how to grow without grunt profiteering,


I think industry trends will play a big part in addressing this one.
Right now, you’re somewhat out of luck. But as more developers
go the small firm and efficiencer route, you’ll have a new class of
entrepreneur with disposable income, and that will attract people
serving them.
Down the line, I fully anticipate that going on your own will have
the unknown factor of logistics eliminated to a large degree. Where
you get benefits and for how much, how to setup the legal stuff,
how to market, etc. will all be much better defined, simplifying your
calculus to “do I think I can get enough clients to generate X in
revenue?”
Of course, that’s still a pretty big unknown. But now imagine if
you weren’t striking out on your own. Imagine if, instead, you were
discussing partnership with an established efficiencer firm that had
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been around for a while. I imagine the risk would seem less risky.
And I’ll wrap this question with some blunt wisdom from Matt
Heusser.

I would start by saying that financial security is an


illusion. Worse, being an employee is a huge risk.

Consider two people, both making about the same per


year. One is a freelance who has about ten customers,
with the largest being no more than 25% of his income.
The other is a employee with ONE customer who gives
him 100% of his income. Who is more at risk?

The employee.

What about stuff that requires a


massive amount of capital, like a Mars
Robot? You can’t bootstrap that.
I wanted to throw this in here to make it clear that I’m not saying
that all software development will be the product of efficiencer
firms. It’s not as though at some magical date in 5 years, all software
developers will get up and leave their jobs at large companies, as
if some kind of brain control device had just been activated. I’m
speaking in broader, more general trends.
Companies will continue to operate the way they operate. They’ll
have investment capital, massive payrolls, mind-numbing status
calls with 200 people on them, and all of the things that we
know and love about them. And they’ll continue to need software,
including companies that build Mars robots.
I just think that, when they do, they’ll call more and more frequently
on efficiencer firms instead of on recruiters to find them rockstar
ninja embedded heroes with 12 years of C.
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What about entry level developers and


up-skilling in this new way of doing
stuff?

I’m glad you asked. I’m including a chapter on this topic, which
starts now.
Chapter 43: Aspiring
Efficiencers and the Entry
Level
As I mentioned earlier in the book, I went to Carnegie Mellon
University (CMU). During my tenure there, the school of computer
science had an ongoing rivalry of sorts with Massachusetts Institute
of Technology (MIT) for the distinction of “top CS university in the
world.” Go Tartans!
I say this not to brag, but to illustrate a point. In the “need a CS
degree or not” debate that serves as incessant background noise
for our industry, I should come down firmly on the side of “CS
degree,” particularly when you also consider that I earned a master’s
degree from another prestigious university, University of Illinois at
Urbana-Champaign (UIUC).
The CMU undergrad degree opened doors for me, as explained
to me by companies inviting me to interview. Organizations like
Google and serious Wall Street firms would periodically contact me,
explaining that they really liked grads from “top 5” schools. In fact,
they would sometimes boast that they only considered people from
these schools. For a quick rundown of the names we’re talking here,
2014’s US News Ranking⁸⁰ has the following top 5, with a 4 way tie
for first, somehow.

1. CMU
2. MIT
3. Standford University
⁸⁰http://grad-schools.usnews.rankingsandreviews.com/best-graduate-schools/top-
science-schools/computer-science-rankings
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4. University of California at Berkeley


5. UIUC

So, 6-10 years ago, you had some of the most sought after employers
basically saying, “we only consider people that came out of CMU,
MIT, Stanford, UC Berkeley, or UIUC”. Maybe, if they were really
in a pinch, they’d lower their standards enough to consider people
from Cornell or Princeton. But don’t count on it, you Ivy League
also-rans.
I interviewed at some companies with this sort of elitist hiring
approach (though I could never really understand why, if that’s
what they valued, they didn’t just ask for SAT scores and not waste
their time and energy on interviews). I never once took a job with
any of them. Some I wound up passing on. Sometimes, they passed
on me, generally because I hadn’t relived my CS451 algorithms class
recently enough for their liking. I had two outstanding degrees that
opened plenty of doors for me, and I never once walked through
them.
Don’t get me wrong. The degrees didn’t hurt anything at the places
that did hire me, and I value them. I value them for what I learned
at those schools, for the life experience, and for what they meant
on my resume at one time (after a bunch of years, it kind of stops
mattering where you went to school).
Why am I going on about my own degrees and background?
Because I don’t think that I could, in good faith, recommend to an 18
year old, aspiring programmer that she follow the path I did. After
all, some of the developer opportunists that I interviewed have done
quite well in the industry without CS degrees.
Even defraying the cost of my degrees with academic scholarship
and tuition reimbursement, they were still quite expensive. In
today’s dollars, the retail cost for my education would be $367,144. I
got to watch guest lecturers who had won Nobel Prizes and I got to
play with some really awesome robots during my coursework, but,
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nonetheless, that’s a staggering figure. If I were to pay it off over


the course of a 45 year career, I would pay $8,158 per year, or $679
per month.
I don’t know exactly what the splits are in the programming
industry between earnings for people with no degree, a BS degree
and an MS degree, but I cannot believe they cover that staggering
amount. So, much like eating a garlic-heavy, jalepeno pepper pizza
and washing it down with a beer last week, I enjoyed the experience
at the time, but do not recommend it to others. I don’t think you’re
likely to see a return on that investment, especially now that those
same erstwhile elitist companies have moved away from that hiring
practice.
Nevertheless, the historical impact of the CS degree on our industry
looms large. And it has its fingerprints all over the journeyman
idealist layer of organizations.
Decades ago, earning a CS degree meant that you might reasonably
learn how a computer worked, soup to nuts. Early computers had
more in common with programmable graphing calculators than
with your MacBook Pro, so this wasn’t as crazy as it sounds. Even
in my day, this broad understanding came easier. I learned a lot
of math and algorithm theory as an undergrad and rounded it out
as a graduate with “closer to the metal” courses where I studied
computer architecture, how processors work, and other interesting,
foundational things.
Today, however, that end to end understanding asks too much from
us mere mortals. Now there are entire, complex languages and
frameworks that run in the browser. When I was an undergrad,
“browser” meant “Internet Explorer 5” and, from a computer science
coursework perspective, CMU’s unofficial take was, “we do C and
C++ with which you’re going to write a garbage collector, and you
can learn fluff like HTML in your spare time, if you want to slum
with hobbyists.” A decade before that, the conversation would have
been, “what’s a browser, and what’s a Windows?”
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If you got started all of those years ago and amassed a soup to nuts
understanding, and you also stayed close to the keyboard, you’ve
been able to assimilate new techs as they come, maintaining an
impressively complete understanding. If you didn’t get started all
of those years ago, forget it – it’s hopeless. And rightfully so. Labor
specialization is the reason we’re not all still wandering around,
wearing animal skins and eating wild edibles that we gather from
fields. Civilization requires specialization.
But that doesn’t stop the pervasive over-valuing of the soup to
nuts knowledge. We humans have a cognitive bias known as the
endowment effect⁸¹, wherein we value things more when we own
them than if we were buying them. So those of us into the CS
education system for a quarter of a million dollars have a whole
lot of endowment, and we are absolutely adamant that you should
know how to white board an alpha-beta pruning algorithm and tell
us its worst case runtime. Are you going to use that in your day
to day work? No, never. Of course not. But we had to do it for our
junior year midterms, damnit, so it must be important. And we’re
not hiring you unless you also spend a bunch of nights cramming
like we did so that you can also do it and promptly forget how to
do it 3 weeks later.
In a quirk of history beyond the scope of this book, the computer sci-
ence degree has also drifted gently away from actual programming
work over the years. The degree emphasizes highly mathematical
principles and academic concepts (which I loved, for the record),
but it spits out graduates that have rudimentary grasp of tools
of the workplace trade, like source control, build machines, group
collaboration, legacy rescue, etc. This results in a situation where
you learn 4 years of background and then 4 years of “how things
really work” that you learn on the job.
It also created a vacuum ripe for filling with vocational programs.
Generally speaking, vocational programs aim to distill a “well-
⁸¹https://en.wikipedia.org/wiki/Endowment_effect
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rounded” college curriculum, which tends to include general educa-


tion requirements, to a “minimum viable education.” They’ll teach
you exactly and only what you need to know to get hired in the
field. A lot of programs for chefs and auto mechanics work this
way, for instance.
Instead of 1-2 year long vocational programs, however, what we’ve
gotten is the relatively shorter (and, theoretically, more intense)
“boot camp.”⁸². These programs have a much more palatable price
tag, running in the low 5 figures, or perhaps taking a cut of your
early salaries. From an ROI perspective, this is a no-brainer, if all
goes according to plan. If you occupied a miscellaneous business job
at $40K per year, sunk 6 months and $20K in learning to program,
and landed an $80K per year job, you’d be in the black 6 months
into your new career.
I won’t bother to speak to the efficacy of boot camps, since, with
15 pro years and 2 degrees, my personal path is about as far
from that one as you can get. For the purposes of my book, let’s
assume that they’re highly effective at turning would be entry level
programmers into real entry level programmers capable of finding
a text box on a website and filling it with stuff that came from
a database. This creates the perfect sidekick for the journeyman
idealist and explains the rising popularity of the guild metaphor.
You now have a second stream of human beings flowing into the
mix. The first stream comes having learned 4 years of academic
stuff and X years of sink-or-swim, on-the-job learning, and they are
ready to algorithm-trivia-haze the crap out of anyone following in
their wake. The second stream emerges from the crucible of the high
intensity, forced bonding experience of learning to code the way a
piece of coal learns to diamond. They are the fraternity pledges,
ready to be hazed by people wanting to know how much memory
Quicksort consumes.
Except, this is the professional world, of course, so the dynamic
⁸²http://andrewcallahan.com/a-brief-history-of-coding-bootcamps/
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assumes a much more stately form. The newbies form up as


“apprentices,” ready to learn at the feet of true masters. “Patience,
young grasshopper. I will teach you teh codez. You probably don’t
even know that you should only ever use a string builder to
concatenate more than 2 strings. But I forgive you.”
What you have now is two sets of people, arriving along two very
different paths, but coming together in the shared illusion that
getting really, really good with code can and should be its own
commercial reward. Figuring out who will pay for that skill and
why is someone else’s problem. It is precisely this kind of dynamic
that leads to the veneration of “programming as art” types of affairs
that essentially amount to collective programmer skill navel gazing.
“Check it out – I just hacked an old Super Nintendo to always show
Mario naked any time he shows up in any game for that system!”
“Dude, why?”
“Because someone had to.”
“Awesome! Your industry cred is at an all time high.”
To be clear, if someone actually did that, I would be highly amused.
I would also recognize that it takes a good bit of skill and some
questionably aimed determination. But I would not do is venerate
this activity as anything other than a purely aesthetic pursuit. This
is art, for some definition and interpretation of art. And it’s nothing
besides.
It’s worth appreciating, but it is not to be conflated with anything
productive in a commercial sense. It’s not even related. It’s not a
sign that you want this person helping you write line of business
apps. It’s not a sign that this person would make a great addition to
a team. It’s not a sign that this person is a profitable programmer,
and it’s definitely not a sign that this person is an efficiencer. That
person may be any or all of these things (but probably not). What
it does represent is an ongoing reinforcement of the dynamic that
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we, as programmers, can be distracted from our own fates and


autonomy by asinine gamification.
There is a third stream of people that enter the ranks of professional
software developers. And I’m going to use them as the cornerstone
of industry onboarding in the efficiencer era. If they don’t come
from bootcamps, and they don’t come from CS programs, they must
float into our line of work from some other line of work, somehow
or another (though I recognize that a bootcamp could be the vehicle
for this transition).
Dave Rael is an example of someone who came into our line of
work via this third stream. It can happen in any number of ways.
Someone starts automating things to make a job more efficient,
takes to the automation, and slowly becomes a professional pro-
grammer. I’ve watched people do that successfully. Sometimes it
happens more deliberately, with learning on the side and formal
interviews for positions and trial periods. I’ve both seen these and
approved them as a manager. I could go on, but I doubt I could list
every conceivable path to programmer that starts somewhere in the
professional workforce.
Here lies the key.
What use does an efficiencer firm (containing developer oppor-
tunists like the ones I’ve interviewed for this book) have for entry
level CS grads or bootcamp grads? Not much, honestly. Not as a
partner, anyway. Both sets of people (assuming they’re not getting
those degrees/bootcamp certs following a previous career) come in
knowing how to program a little bit and knowing little or nothing
about the other aspects of a business that the efficiencers might find
useful: sales, marketing, operations, and finance. They won’t have
industry contacts, and they won’t have insight into offerings the
efficiencer firm could make. As it stands, these folks would be best
served by getting a foot in the door at Humongous Inc and treating
that as a paid efficiencer school, plumbing the cavernous depths
of that organization for efficiencer opportunities while collecting a
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below market wage.


But the people with industry experience? Give me those to partner
with any day of the week. Those folks can come to the effi-
ciencer firm with plenty of product/service/productized service
ideas, industry contacts, and sales leads. “Hey, you guys specialize
in simplifying telephone switchboard menus? I used to work the
support desk at a company that made those systems, and I have
hundreds of leads I could share with you. I’ve been working on my
programming and have even prototyped some things. What do you
say? If I open up my lead book to you and hand over what code I
have, will you work with me on improving my skills and teach me
your playbook?”
Now, I’m interested. Go on, sir.
Is that to say that no path exists directly from a bootcamp or college
to an efficiencer firm? Certainly not. But the path isn’t obvious.
Because both of those programs really fail to spit out people ready
to contribute on day one, their initial salary is always going to be an
investment from a company. That means that the company needs
to either be able to bill them out to a third party to learn on the job
or else they need to get those people to stick around long enough
to recoup a return on the investment. In both cases, the rational
move for the company is to depress those people’s wages as much as
possible for as long as possible. In fact, if you’re one of those people,
I would almost categorically recommend hopping sooner than later
so that the company you work for doesn’t quasi-permanently view
you as a reclamation project. But I digress.
An efficiencer company does not have pragmatists and it does
not play the “let’s hope to get a shooting star rookie that we can
underpay for a while” game. Efficiencer firms should not enter the
business of human capital investment, in my opinion. That means
the would-be efficiencers at the entry level need to bring something
to the table and, let’s face it, that something most likely won’t be
efficient and sustainable automation. You don’t come out of college
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writing simple, elegant, maintainable code.


One option you have is to try with code. You could write something,
however unsure you may be of your skills, that scratches an itch
related to the efficiencer firm’s purview. For instance, perhaps you
cobble together some kind of piece of software that migrates data
from Quicken/Quickbooks to a new, upstart accounting software. If
the efficiencer firm specializes in accounting software migrations,
they’ll no doubt be interested in talking with you.
Another option that you’d have in this future is to try on the sales
side, but in the sense of identifying and articulating an itch to be
scratched. Using the same example as before, perhaps you have
enough passing conversations to learn that a lot of companies hate
Quickbooks and are interested in EasyBooks, the new kid on the
block. But most of them don’t pull the trigger because EasyBooks
doesn’t port a lot of data over automatically. Aha. Maybe you don’t
write any code. Maybe you take the page out of The Lean Startup⁸³
and do a “concierge offering” wherein you actually just transcribe
the data by hand over the course of a few nights. Tell the firm you’ll
do the port for $2,000 for them, and do this grunt work. Now, you
can go to the efficiencer firm with a client, an idea, and important
insight into a market segment.
The third thing that strikes me as reasonable at the entry level is to
interact with the efficiencer firm in a moonlighting, subcontracting
capacity. You can, of course, layer this with the last two options. But
you could also offer to do some pretty small, low risk programming
for them as a subcontractor and see if they bite (or, you could also
look to subcontract for them in another capacity, possibly). I can tell
you offhand that if you approached me about a bit of moonlighting
and with a reasonable project and small rate in mind, I’d probably
toss some automation work your way, as an experiment. I’d be even
more interested if you value priced it to me. This option fits pretty
nicely with the profile of an entry level person, since those with no
⁸³http://amzn.to/2jFhUtq
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industry experience are often in a position where they’re the least


obligated to do serious earning for things like a mortgage, children,
etc.
Lastly, since we’re talking about a period of your life where you can
gamble with relatively less risk, you could simply try to start your
own efficiencer firm. People like Mark Zuckerburg (and countless
others whose names are lost to the dustbin of history after they
failed to go supernova) did this, in a sense. They identified an itch
and scratched it. They did it with high stakes, angel investors, years
of labor, and a series of grand unveils to various people. As I’ve said
before, you won’t be Zuckerburg. So aim at something sustainable
and bootstrapped, but recognize that all it takes is to understand
a need and fill it. (As an aside, mentioning the Zuckerburg’s and
Gates’s of the world is particularly appropriate in discouraging you
from getting swept up in developer skill – those folks are heroes and
Gods of our industry, and it’s not because they were so skilled that
they could write a 27 line Lisp compiler while hungover and talking
on the phone. It’s that they opportunistically wrote code that was
good enough to get people to gladly fork over money.)
I’ll close out the chapter by saying that I think our industry needs
a new form of education to coincide with the rise of efficiencers
owning their means of production and calling the shots. Let’s call
these “efficiencer bootcamps” (“I’d say efficiencer degrees,” but I feel
that if I make so bold as to suggest that I’ll coin a line of academic
study, I may get struck by a divine bolt of humble-lighting).
I firmly believe that we need to start thinking of ourselves as
automation professionals – efficiencers. Learning to write code
alone does not come close to equipping us to deliver on this charter.
As I said earlier, you also need to understand marketing, sales,
operations, and finance. At least, you need to understand these
things well enough to delegate them.
Some bootcamps perhaps give you components of that. I’ve heard of
them requiring you to start blogs and the like, so that’s something.
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But the duration is such that you acquire just enough programming
skills to keep your head above water at a corporate programming
job. It wouldn’t be reasonable for them to expect you to learn a
bit about bookkeeping, marketing yourself, identifying automation
opportunities, and selling that automation.
That is, it wouldn’t be reasonable unless you made the “bootcamps”
longer and had them line up with the duration of more traditional
vocational schools. In the programming industry, they get to be
shorter because the world is a desperately thirsty and ragged man
wandering in the automation dessert, looking for water. 6 months?
Heck, 6 weeks is fine. Whatever, just give us someone who can write
a for loop. But we’re not looking to slake their thirst – at least not
in the traditional “turn this spec into code, grunt” sense that they
want.
So the efficiencer program could be longer. It could give you enough
time to start with the bigger picture concern of identifying au-
tomation and efficiency opportunities. It could send you forth into
partner companies to interview people working there to discover
pain points.
Once you’d gathered those up, using the interview techniques you
were taught, you could bring them back to home base, where people
show you how to identify good and bad candidates for automation.
They could show you how to write user stories and why, instead
of just teaching you teh agilez. They could also show you how to
write value stories, wherein you express your proposed automation
in terms of the amount of money it would save your client over how
long. And they could also show you how to value price the offering
and perhaps generalize it for other prospective clients.
Now that you’d have a money making opportunity to chase with
your automation, you could learn to write code toward that end.
By all means, learn to write clean code by learning about so-called
software craftsmanship principles. Learn that you need to keep
that design flexible because your next client will almost certainly
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want some changes/generalizations. Learn to partner up with other


efficiencers to get the job done quickly. Learn all of the traditional
bootcamp stuff. Don’t learn any of the O notation stuff. (You can
always pick that up if you become an efficiencer whose client needs
a string manipulation library sped up slightly).
Once your product is built, learn to sell it. Learn to make those calls
and deal with prospects. Learn to use a CRM and to do enough
marketing to be dangerous. Learn to give webinars. Learn that if
you build it, they won’t necessarily come.
And then, maybe make a sale or two. Learn to keep some books,
pay subcontractors and such. Learn a bit about taxes. Perhaps most
importantly, learn to analyze your operating costs and revenue to
see if you can sustain or grow with your product as-is, or if you
need to do some re-tooling.
Finally, you could gain some experience with the operational as-
pects of working with a client. Do you deliver and call it done? Do
you maintain it and perform feature requests? Who handles bug
fix? What do end of support/end of life discussions sound like?
I don’t know exactly what this looks like, but I do know that some
variant of this brings us a lot closer to being a first class knowledge
work profession, instead of an auxiliary cost center nestled in the
bowels of ComglomerInc. Earlier in this chapter, I said something
offhandedly that carries a great deal of significance. We have two
main ways of preparing people to be programmers, and neither one
of those produces people ready to program on day one without a
lot of hand-holding.
It seems to me that this is fundamentally flawed, even if the soft-
ware labor shortage takes some of the sting out of it. As an industry,
we have immense leverage. Yet our preparatory institutions fail
to prepare us for jobs where we voluntarily cough up all of our
leverage with the help of the “masters” to our “apprentice.” As a
friend of mine once said, “yep, that’s all the way broken.”
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I think a shift is coming in the next decade. While I don’t know


what form that takes, I hope it looks something like this. But
more importantly, I hope it achieves the broader goals I have in
mind. I would like to see our industry become one of professional
automation – of efficiencers. I would like to see people who train for
this vocation enter the workforce well equipped to get started, and
to do so dealing with businesses as equals. You can learn something
from everyone, and I encourage anyone to identify both mentors to
emulate and partners at all stages of their career. But that doesn’t
mean that we have to enter the workforce as supplicants and trust
to others to validate us and tell us when we’re ready.
Famous tech startup icons didn’t wait, and they didn’t enter our
industry ready to “sweep the floors” and “pay their dues.” Don’t set
your sights on billion dollar market cap, and don’t delude yourself
into thinking you’ll rule a massive empire. But learn from them that
you can enter and work on your own terms. We own our own means
of production and have the ability to easily bootstrap ourselves.
Developer hegemony involves capitalizing on those goals, and it
means you don’t have to wait for anything to do so.
Chapter 44: Fixing the
Corporation
Let me get out of the weeds of efficiencer firms a little bit and speak
to the broader corporate world. I’ve spent a few chapters and a lot of
words diving deep on efficiencer firms but, make no mistake, I don’t
think that all software development will be done by these types of
organizations in the future.
I mainly think that the efficiencer firm will start to replace the
staff of developers that you see at non-software companies: banks,
manufacturing companies, retailers, etc. At organizations like that,
software development (IT in general) is what’s called a cost center.
That term describes a department within an organization that costs
money to operate, but does not directly contribute to revenue
generation. Other cost centers include things like human resources
and accounting. (Incidentally, at any decent size all layers of
management/executives are also cost centers.)
Unlike revenue generating activities and R&D, the sky is not the
limit when it comes to cost centers. They have to stay lean and
mean, lest a wave of management consultants be called in to trim
them as fat. To picture this, imagine that you were a freelance dev
or, better yet, an efficiencer firm of one. With each new contract,
you do “discovery” wherein you take a bunch of notes about their
problem and turn the resulting thing into an official, PDF contract.
That typing up and transcription is not a great use of your time,
so you’d probably be amenable to paying someone else to do
it, assuming it were both inexpensive and effective. You have a
tolerance for delegation and automation of this task, but you’ have
the project on a short leash, so to speak.
That’s the fundamental condition of corporate IT at non-software
Chapter 44: Fixing the Corporation 326

companies: “important, but on a short leash.” Corporate IT in these


sorts of organizations typically serves two purposes: internal cost
saving automation and product enhancement. For instance, a bank
might automate its help desk system as much as possible to save
on phone support salary as an automation cost saver. The bank
might also implement a “manage your account” website because
customers consider that table stakes for modern banking. This is not
the bank’s product, per se, so it qualifies as product enhancement
– it makes the actual products, like savings accounts and money
markets, more attractive to customers.
For this reason, the company takes an understandable philosophical
approach to in-house software: we probably want to do this, but
only if we absolutely minimize the cost, justify every penny, and
actively manage risk. They view the whole process with healthy
skepticism and have, at the ready, a quick hook. Keep that in the
back of your head, because I’ll return to this theme shortly.
There is a tried and true organizational play for cost reduction:
converting something a vendor does into something an employee
does. The reasoning here is the same reason that you should buy
in bulk when you can or sign a multi-year lease instead of doing
something month to month. When you have enough demand,
a supplier will supply a conceptual bulk discount. So, imagine
that we’re back to your tiny efficiencer operation, wherein you’re
paying someone to type up discovery documents and make PDFs. If
this task occupies a few hours per month, you might pay someone
$30 per hour to do it. But if you grow to the point where the task is
occupying 20 hours per week, farming that out has a cost of more
than $30K per year. “This is stupid,” you say. “I could hire someone
to work for me 40 hours per week at that rate.” So you do.
Writ large, this is the approach to software developers on the part
of companies where IT is a pure cost center. High minded, “all
companies are software companies” rhetoric notwithstanding, the
DNA of that decision and practice has a double helix ladder made
Chapter 44: Fixing the Corporation 327

of “full-timers are cheaper” decorated with “let’s find the cheapest


full-timers we can get by with.” Conceptually, this used to make
sense and still makes sense. In practice, this used to make sense and
no longer makes sense.
One important consideration throws a Paul Bunyan sized wrench
into the spokes: the only thing more expensive than a good software
development team is a bad software development team. The collo-
quialism that comes to mind is, “penny wise and pound foolish,” and
it describes cost center IT incredibly effectively in my experience
consulting with dozens of organizations.
Returning to the cost minimizing theme earlier, these organizations
do the ostensibly sensible thing by using salaried, full time software
developers (often inexperienced ones) instead of much more expen-
sive app dev firms. The problem comes from the fact that they wind
up doing their own app dev so badly that it has a higher total cost
of ownership than it would have had they farmed everything out
to an app dev shop.
Part of this comes from thinking that they can sprinkle a few
high priced “architects” among legions of half-trained, entry level
developers and achieve the same outcome as they would sending
a couple of industrial engineers to make factory workers on an
assembly line more efficient. But part of this also comes from the
culture of their risk minimizing, efficiency obsessed, quick hooks.
They heap restrictions, committees, audits, and all sorts of other
organizational cruft on top of these legions of developer and then
demand to know why they’re going so slowly. “What do you mean
it’s hard to get the software you need – we approved that text editor
you wanted in just under six weeks!”
One thing I’ve seen time and again in my travels through enter-
prises is a pair of sequential “aha!” moments. “Aha! We’re really
bad at this, so let’s bring in some consultants to figure out what’s
wrong and demonstrate how to do it right.” And then, “aha! Those
consultants are really good at this – let’s just pay them to do it
Chapter 44: Fixing the Corporation 328

instead.”
As those “ahas” blink into existence like stars across the night of
the corporate landscape, staff software developers will flow out of
those organizations and into efficiencer firms. There, they flip from
cost centers to revenue generators. And they participate directly
and meaningfully in the running of the business. So goes the rise of
the efficiencer firm.
That settled, let’s talk now about the fate of non-efficiencer firms in
a future of developer hegemony. These consist of three interesting
types of firms that will probably not ever become efficiencer firms:
non-software companies, software product companies, and tradi-
tional app dev shops (“consultancies”). It bears examining briefly
why they will not become efficiencer firms.
For non-software companies, we have an obvious answer that I
can express rhetorically. Why would they? They have no more
incentive to specialize in helping customers get more efficient than
they do to help them extract molars or fight parking tickets. These
companies will interact with efficiencer firms in a pure customer-
vendor capacity. Thy won’t compete with them.
Secondly, consider software product companies. Again, why would
they? Granted, their motivations might be a touch grayer since they
do have automation at their core and they do trade in efficiency.
For instance, Amazon has a massive product/service that helps
you buy things more efficiently. But the efficiencer firms of the
future exist by fleeing the role of “cost center” and flipping their
former employers to customers. Efficiencer firms will offer business
specific solutions and play almost exclusively in the B2B market.
Software product companies may target businesses as customers,
but they also heavily target consumers. The different lies in the
model. Software product companies target personas representing
the masses and have relatively low touch engagements. Efficiencers
partner with businesses in a higher touch capacity, offering more
targeted help.
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Finally, consider the traditional app dev “consultancy.” This type of


organization seems most ripe for the conversion to efficiencer firm,
but I submit that most will never transition. Instead, they will live
on as the perpetual budget brand version of the efficiencer firm, tak-
ing in specs and spitting out matching software and proclamations
of “don’t blame me – that’s what you asked for!”
To this, I attribute the principles I laid out of tomorrow’s efficiencer
firms. Recall that:

• Efficiencer firms are boot-strapped and self sufficient, mean-


ing they’re profitable from the outset.
• The members of efficiencer firms are partners. All members
execute on the organization’s value proposition and have skin
in the game. Instead of employed pragmatists, they delegate
to vendors.
• They don’t rely on absurd practices like job interviews to
scale up their delivery capabilities. That happens via trial,
recommendations, and networking.
• Everyone’s contributions to the organization’s profits can
easily be measured. They only grow as long as that remains
true.
• In short, the firm is comprised of opportunists. Anyone who
would normally be a pragmatist is, instead, a vendor. This
in turn eliminates the need for an over-enthusiastic buffer of
managers and “senior” people.

Efficiencer firms necessarily need to interact with organizational


bosses – generally opportunists. Recall that they’re making strategic
recommendations oriented around automation. “Tell me your goals,
and I’ll lay out and oversee execution of your software strategy.”
That’s a conversation that happens one opportunist to another.
Efficiencer firms, consisting of only opportunists, can do this easily.
App dev “consultancies”? Not so much.
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Traditional app dev consultancies bill hourly and they grow by


capturing margin on employee labor and reinvesting it in the
company (or keeping it as owner/shareholder profit, but let’s forget
about that for the time being). In other words, going back to the
pyramidal organizational structure, they grow by adding more
pragmatists at the bottom of the pyramid. They also need to a
proportional number of idealists to manage the margin generators
at the bottom. So growth – nicer offices, new branches, additional
lines of business, etc – involves legions of pragmatists, a skeleton
structure of idealist, and the occasional (very busy) opportunist.
In a firm with this success story, the opportunists – the ones capable
of strategic organizational thinking – must concentrate on solving
their own firm’s problems, at the exclusion of solving the client’s
problems. To put it more bluntly, if you sell someone else’s hourly
labor as a product, the person providing that labor is hardly credible
as a strategic partner. “If you’re so strategic, why are you making
$50 per hour for strategy work worth at least 4 or 5 times that
amount? That doesn’t seem very strategic.”
Of course, the client opportunists probably don’t think of it quite
this bluntly. It’s more of a subconscious matter of perception that
echoes the tragedy of corporate Scrum from part 4. However much
they talk the game of a dominant wolf, the client opportunist has a
hard time seeing past the fact that they’re talking while laying on
the ground, exposing their bellies submissively.
When app dev consultancies interact with clients, success means
expanding the grunt surface area as well. They might start with a
few consultations or a small team, but as they “open up the account”
they’ll flood the client with wave after wave of belly-showing
pragmatists. The gestalt is that the client inevitably views them as
a non-strategic supplier of cheap labor, effectively rendering moot
any chance the app dev shop has of doing effective efficiencer work.
Philosophically speaking, traditional dollars for hours app dev
shops have an industrial age growth model. The closer they get to
Chapter 44: Fixing the Corporation 331

selling a cheaply produced, fungible commodity, the bigger their


valuation and the higher the profits. It’s a tried and true model,
but you can’t exactly expect it to pivot to a model where the
cheap, fungible commodity wakes up and starts offering strategy
advice. If these firms want to be efficiencer firms, they will need
to conceive of foundationally different ways to scale. And that’s
a pretty unreasonable thing to ask of an organization that has
already achieved success. It may not seem like it, but asking large,
successful app dev shops to become efficiencer shops isn’t actually
that different than asking banks or product companies to do so.
So we’ve established that efficiencer firms will emerge besides
companies that currently exist, rather than replacing them. At least,
at first. Eventually the app dev shop will probably dwindle beside
the efficiencer firm. But that’s probably a long way off, so let’s not
worry too much about it.
The question then becomes, what does the interplay look like
between these companies and efficiencer firms with the rise of
developer hegemony? Simply put, efficiencer firms will offer their
services to non-software companies and software product compa-
nies. Those organizations become clients. With traditional app dev
shops, efficiencers will sometimes compete, sometimes partner. But
they will fire a shot across the bow of all three types of organizations
in the form of driving up the market value of software work. These
firms will offer more profitable, more autonomous, more dignified,
more fulfilling work to software people and that, in turn, will make
it more difficult for these other companies to staff software people.
This might sound like a brash prediction, but even without many
efficiencer firms today, this already happens. Software developers
tend to have different sets of rules in lots of organizations simply
because they’re hard to replace. We’re already unwittingly using
our leverage to get our way. Imagine what it starts to look like when
we do it deliberately.
So for the rest of this chapter, I’ll talk about fixing the existing
Chapter 44: Fixing the Corporation 332

corporation to make it more developer (and aspiring efficiencer)


friendly. In the world of developer hegemony, the same old crap
just isn’t going to cut it, and if you try to make it work, you’ll get
slaughtered in efficiency by your competition, who won’t bother to
grumble about catering to their software people.
I’ll list some basics first.
First, the 9-5 workday needs to go away. There are two principle
factors at play here that tend to anchor this in place: child care
and old men. The world has loosely agreed to a public babysitting
service (school) that occurs during the workday, so that pressures
people to conform to the mean. Secondly, old men are in charge
of traditional corporations and old men have circadian rhythms
that get them up and going early. Unfortunately, human circadian
rhythm doesn’t make a 9-5 work day make sense until you’re 55
years old.⁸⁴ Corporate workers have had to put up with this forever.
Software developers don’t. If you want to remain competitive, stop
trying to make them.
Speaking of throwbacks, do you still require everyone to be present
at the office? Have you ever heard of this thing called Skype? Or the
Internet? Have you thought about the fact that it’s 2017? Because
software people have. Suffering through commutes and choosing
only from among the jobs in a 20 mile vicinity have historically
been unavoidable. They’re not anymore. And, if you try to force
the people within 20 miles of you to do that, some company on the
other side of the globe is going to drink your milkshake by hiring
the most effective people right out from under your nose.
The common theme here, if you’d like to extrapolate, is that the
“that’s the way we’ve always done it, by God!” rules no longer
apply. You can fix your organization and remain competitive by
being willing to put aside traditional, paternalistic practices and
trusting software pros to get their work done, on their terms, in
⁸⁴http://www.telegraph.co.uk/science/2016/03/12/staff-should-start-work-at-10am-to-
avoid-torture-of-sleep-depriv/
Chapter 44: Fixing the Corporation 333

a way that makes sense. I understand that it’s worrisome, but soon,
it will be more worrisome not to. So let them come in at 10, work
from home, wear jeans, eat at their desks, etc. If you’re trying to
fight and win those battles with software developers, you’re soon
going to start winning them by forfeit, since no developers will be
in your company to fight back.
All of that applies to the here and now. These things are already
table stakes for attracting tech talent. But more is coming on the
horizon.
To get ahead of that curve, here are less obvious ideas.
Remake your interview process. By now you understand that I view
job interviews as a complete waste of everyone’s time. But I also
understand that, until the gig economy becomes significantly more
mature, you can’t just do away with them. But what you can do is
expel as much of the stupid as possible. Don’t ask about algorithm
trivia. Don’t ask Edison-esque brain teasers. Put people in situations
that mimic their target job, ask them to do that job, and review
their performance with them. Ruthlessly eliminate everything from
the process that makes the interviewers feel as though they’re part
of some exclusive club. And, for the love of God, stop saying, “we
only hire the best.” That is, ipso facto, not true for every company
that everyone reading has ever worked for. Platitudes like that only
reinforce the interview process as a vanity exercise and encourage
Expert Beginners and organizational rot.
Instead of ranting about more problems with the current beast,
however, I’ll turn now to what some interesting organizations are
doing or have done to help them remain attractive destinations
during the days of developer hegemony.
First up, consider Github⁸⁵, where Sally Lehman once worked.
She described what she looks for in an employer this way: “first
thing I look for is a team that I would enjoy working with and
⁸⁵https://github.com/
Chapter 44: Fixing the Corporation 334

secondly I look for technical and company structures that are


conducive to being productive.” Github once had a policy known as
“open allocation,” wherein the individual employees choose which
projects to work on and how to spend their time.⁸⁶. This sort of
intense trust in the workforce will attract products of developer
hegemony, as it closely mirrors the opportunist-only, partnership
model of the efficiencer firm. Beware though, as this can become
a victim of the scale imperative. Sally left and heard that a lot of
the management policies subsequently changed as the organization
doubled in size. The more folks, the harder to trust them.
Another interesting model is the one I described earlier in describ-
ing David Boike. He has his own consultancy, but with a single
client, Particular⁸⁷. Particular thus scales by partnership, in both
the conceptual and the legal senses. I love the message that this
sends, against the backdrop of developer hegemony. It reinforces
the partnership concept, obviously, but it also presents a way to
scale that does not involve the introduction of pragmatists and ide-
alists. Extrapolating, the firms of the future would serve themselves
well by exploring ways to partner with software developers that
actually demonstrate skin in the game. Companies with pap on their
website’s “culture” page like “everyone here is as important as the
CEO” are a dime a dozen. Companies that demonstrate partnering
with developers in a meaningful way are not.
Speaking of partnering, I’d like to talk about an organization called
Pillar Technology⁸⁸, and tell a bit of my own story. Pillar provides
consulting and app dev services to its clients, and I subcontract for
them sometimes. An executive there once described my arrange-
ment elegantly, using a great analogy. He said that newspapers
tend to have staff writers, who have traditional, salaried jobs. But
they also have what are called “contributing writers,” who have a
standing relationship with the paper but operate as independent
⁸⁶https://en.wikipedia.org/wiki/Open_allocation
⁸⁷https://particular.net/
⁸⁸http://pillartechnology.com/
Chapter 44: Fixing the Corporation 335

contractors. He then described me as a “contributing consultant,”


which I thought was wonderful. That’s a singularly progressive way
to partner with people in a way that sort of blurs the line between
employee and independent in all of the best ways.
Organizations could do worse than to mimic Pillar in this regard.
If you look at the panel of folks that I’ve interviewed and at some
of the bigger names in the software industry, you’ll find people for
whom it would not make sense to accept a salaried position. Firms
that figure out how to partner with these sorts of people create
positive sum scenarios where both benefit from the relationship.
That’s an excellent way to stay relevant on the rising tide of
developer hegemony.
I’ll close the chapter with one last, more philosophical bit of advice
for today’s companies. A lot of what I’ve said up to this point
falls under its heading, but it’s an excellent explicit and thematic
takeaway.
Stop pretending that software developers are doing labor work for
you, and stop pretending that they’ll work for you forever.
Oh, I can hear the protests. You know they’re super-valuable
members of the team, and you know there’s a lot of turnover in the
industry. And I get that you know those things. But you say one
thing and your organization does other things. The company still
has “career growth” activities and performance reviews whether the
employee wants them or not. The company and its people still talk
in hushed tones about Bob potentially leaving and then send awk-
ward emails and have an awkward send off lunch when he does.
The company still paternalistically talks about being “a family”
of 500 people and insists on requiring permission for “authorized”
absences, vacations, and even showing up late one day. I could go
on, but you get the idea.
The companies that succeed in the world of developer hegemony
will be the ones that find creative ways to break this mold. The
software developers working for you need you less than you need
Chapter 44: Fixing the Corporation 336

them. Find ways to treat them as partners, as efficiency experts, and


as autonomous, independent humans, and you’ll be just fine in the
years to come.
Chapter 45: What You Can
do Now
I’d like to get a little bit more grounded now. I’ve talked in great
detail about where I think the industry, how efficiencers can take us
there, and what principles they should have. But creating alternate
organization structures and radically altering how you work and
form whom might seem a bridge too far. This would have been a
reach for me for most of my life, too, and justifiably so.
So for this chapter, I’d like to return more to the tangible present
for most of you reading. What can you do in the here and now to
change the game for yourself, and, to a lesser extent, for the industry
at large? How can you participate in bringing about developer
hegemony and the rise of the efficiencer?
In this chapter, I’m going to focus on actions that involve nothing
more dramatic than applying for your next job. That means that
individually, nothing here should be too far outside of your comfort
zone (I’m assuming just about everyone reading has applied for a
job at some point). But, in aggregate, these will set you on the path
to developer opportunism, and, in some cases, to participating in
the efficiencer movement.

Train Yourself as an Efficiencer at Your


Current Job

Speaking of efficiencers, let’s start off with that. One of the lowest
risk things that you can possibly do is start to operate as if you were
already an efficiencer within your current company. Consider it a
form of on the job, self-directed training. You’ll be developing a skill
Chapter 45: What You Can do Now 338

set that helps you in any organization and you’ll be learning and
practicing how to be taken seriously – something that doesn’t tend
to happen with workaday developers outside of the development
group itself.
Recall that efficiencers position themselves as automation experts
with a full understanding of the business around that automation.
This involves an ability to audit organizational processes and assess
whether automation of those processes would pay for itself. To put
it concretely, if Bill from two cubes over spends half his day filling
out digital forms by typing, you should be able to speak to whether
automating that work makes sense for the organization, financially.
So, first things first. Stop “geeking out” about how you could use
some javascript framework invented yesterday to automate what
Bill is doing. And stop diving in or volunteering to do it just
because it’s there and you can. That’s the sort of non-strategic,
subordination-inviting behvaior we need to avoid, collectively.
Don’t volunteer anything at first, in fact. Just get practice observing
what people are doing and assessing how difficult and expensive
automation might be. Learn how to do gap analysis, wherein you
find situations where actual performance falls short of desired per-
formance. Do gap analysis that focuses on automatable activities.
This could mean Bill with his manual data entry or the gigantic
defect tracking spreadsheet that the QA department maintains for
tracking issues. It might be something as simple as people routinely
printing out emails and handing them to one another instead of
using email. Remember, your goal isn’t to find things that you can
write code to solve – your goal is to find and eliminate efficiencies
with automation.
Once you’ve begun to recognize these, learn to size up what
they cost the organization. This means ball-parking Bill’s salary
and calculating how much of that goes toward typing things in
manually. Or it might mean how much time QA spends updating
their spreadsheet. In the manual printing example, calculate time,
Chapter 45: What You Can do Now 339

but also add in paper, toner, and printer maintenance cost. Gain
experience estimating fixed and recurring costs of processes.
This experience will serve as the basis for deciding whether automa-
tion is worthwhile or not. In the event that automating the process
requires custom app dev, you can price that expensive intervention
according to your own salary cost. But, remember, your goal is
inexpensive automation, and paying for custom app dev is not
inexpensive. Look first for pure process solutions. “Hey, why don’t
you guys email those documents instead of printing them out and
walking them over?” If you convince them with a single sentence,
your solution just cost about 4 cents and saved who knows how
much. Look for process improvements and existing solutions first.
Then, contemplate what sorts of commercial, off the shelf (COTS)
products could help. Only after that should you let your compiler
finger get itchy as you contemplate writing some code to fix the
problem.
With all of that experience in place, start practicing your sales pitch.
This is where you take your business case, demonstrating a return
on investment, and pitch it to a decision maker. You’ll be surprised
by how often you get shot down, even with a bullet proof case.
This is to be expected, since you’re a developer and no one is used
to business strategy coming from developers. People who “know
business” have already figured out how you should spend your time,
but it’s cute that you’re trying. Don’t let that dissuade you. Keep at
it. Pitch it to different people. Eventually, someone will bite.
Once someone bites, you have successfully turned yourself into
an efficiencer without ever doing anything more risky than going
“above and beyond” for your company. Practice this as much as
you’re comfortable. There is absolutely no downside.
Chapter 45: What You Can do Now 340

We Own You: Draconian Non-Competes


and Other Nasty Corporate Policies
With the low hanging efficiencer fruit out of the way, let’s talk
about one of the easiest things to implement the next time you go
job searching (or now, if you’re so inclined). You can certainly prac-
tice efficiencer behavior to your heart’s content within a company,
but you need to position yourself to practice it externally, as well.
You need to market yourself, build your brand, and maximize your
options. And it’s really, really hard to do that with a company that’s
forced you to sign a contract laying claim to all of your intellectual
property. To further explain, I’ll tell a story.
When I was a kid, I remember my little brother watching Disney
films pretty much constantly between the ages of 1 and 6 or so.
As a result, I have an embarrassingly encyclopedic knowledge of
the plots and songs from these movies within a fairly narrow time
window. The Little Mermaid fell right in the middle of this range,
and to this day, I giggle thinking about that crazed chef chasing
Sebastian the crab all over the kitchen.
I also remember the witch Ursula and the Faustian bargain that she
offered Ariel. Ursula would transform Ariel into a human for 3 days
to win the man she fell for. If she secures a kiss from this man,
everyone lives happily ever after. If she fails, she’s a mermaid again
and now Ursula owns her.
Many companies behave like Ursula. They offer you deals like,
“we’ll pay for your tuition as a perk, but we’ll claw it back from you
if you don’t continue to work for us for years” and “we’ll employ
you, but we own everything you come up with during work hours
and also at home, in your spare time.”
When you come to work for the company, they sing to you in
Ursula’s dulcet tones.

Poor unfortunate souls,


Chapter 45: What You Can do Now 341

In pain, in need! This one longing for a paycheck, That


one wants a new degree, And do I help them? Yes
indeed!

Of course, they warn you about potential consequences of this help.


But really, it only ever appears in the fine print. It’s hardly even
worth mentioning because, if you’re a decent human being and a
good worker, you’ll never even have to think about it. But still, you
should know…

Now it’s happened once or twice, Someone couldn’t


pay the price, And I’m afraid I had to rake ‘em ‘cross
the coals. Yes I’ve had the odd complaint, But on the
whole, I’ve been a saint, To those poor, unfortunate
souls!

But hey, like I said before, it’s really not even worth thinking about.
Think instead about the new job we just offered you. The pay is
great, and the perks to die for. There’s a chef onsite, and you can
have your dry cleaning done with no surcharge. You don’t want to
be unemployed do you? You don’t want to pass up your chance to
work at such a competitive, destination employer that cares so much
about its employees, do you? Remember, this offer letter doesn’t last
forever, so make your choice. All we’re asking is that you give your
full creative energies to us at all times!

You poor, unfortunate soul, It’s sad, but true, If you


want to get ahead, my sweet, You’ve got to pay the
toll, Take a gulp and take a breath, And go ahead and
sign the scroll, Flotsam, Jetsam, now I’ve got her boys,
The boss is on a roll!!!!! This poor, unfortunate soul!
Mwwwwaahaahaaaa!!!!!!!
Chapter 45: What You Can do Now 342

You’re not desperate. As a knowledge worker and programmer, you


absolutely have the upper hand. Ours has been and remains an
extreme employees’ market, no matter what anyone tells you.
Do not accept roles with companies that play games like this. David
Boike described an employer telling him he couldn’t moonlight by
saying, “that was first blood,” referring to his eventual departure.
I had a very similar experience once, being forced to sign a non-
compete on my first day, rather than as part of my employment
paperwork.
It’s a sign of bad faith (the tuition clawback one need not necessarily
be a deal-breaker if all else looks good, since it’s relatively ancillary).
Make no mistake – these policies are not designed to “protect”
the company. They’re rent-seeking strong arm tactics designed to
discourage you from exercising your options. They mean to keep
you employed. “Oh, thinking of leaving? Well that’s fine if you want
to owe us $10,000. Oh, thinking of having a commercial life outside
the company? Nah, we own you.”
When you’re contemplating new jobs, ask about this right up front.
Tell the recruiter or hiring manager or whomever that any non-
compete of this nature constitutes an instant deal breaker for you, so
it’s better to figure it out up front. Two things tend to happen. First,
you avoid wasting your time with large bureaucracies. Second,
some firms will actually modify the agreement or waive your
signing of it.
If you’re already at a company and under the dubious restriction of
such an arrangement, start looking for a new job. Tuition clawback
arrangements are usually borderline unenforceable, at least in the
US (go figure – courts tend not to like indentured servitude), so you
needn’t fear much. If you’re under a draconian non-compete, ask
them to let you out of it in parallel with your job search. If they
agree, great. If not, you can explain during the exit interview that
you have no hard feelings, but you want your freedom.
Under no circumstances should you sign your life away like this or
Chapter 45: What You Can do Now 343

put up with having already done it. We have far too much leverage
in our line of work. And, if you’re looking to take reasonable but
real steps toward developer opportunism, you need to be freed up
for the hustle.
I will offer one closing note of moderation of my point of view. In
her interview Sally Lehman mentioned that she didn’t think it was
unreasonable for companies to put this restriction on you, assuming
you’re well compensated. I can concede that point. If you know what
you’re giving up and you negotiate accordingly, this may make
sense for you. But I nonetheless think that it’s bad for the industry
as a whole, and it’s a relatively short term consideration in either
case. As John Sonmez puts it, when you work for someone else,
you’re building their empire instead of yours. When you sign an
agreement like this, you agree never to build your own empire.

Stay away from big companies


Another, similar policy that I’d offer is to stay away from big
companies as a software developer. To some extent this might
be unfair, but I’m talking law of averages here. The larger the
company, the necessarily thicker you’ll find the idealist layer. But
that’s not really even the worst of it, since you’re not necessarily
looking to play the ethically questionable opportunist game.
The problem is that companies have only ever managed to bloat be-
yond a certain headcount using the traditional, pyramid model. At
best, they just divide themselves into a bunch of smaller pyramids.
If you want to escape the pathological, Taylorist concept, you have a
few options: small, startup-y firms, smallish custom app dev shops,
non-traditional outfits like Github and Zappos, and free agency.
And you’re not going to find any of those (by and large), on the
Fortune 500 list.
So if you work at Juggernaut Inc. now or if you’re in a fluid
state, looking for the next thing, don’t go the traditional route. You
Chapter 45: What You Can do Now 344

cant’ go the traditional route if you’re looking for something non-


traditional. If you’re looking for a different culinary experience,
don’t head down to the local strip mall and look for a McDonald’s.
Big companies even limit the amount of internal efficiencer practice
you can really get. Burdened by massive bureaucracies, it becomes
harder for anyone there to sign-off on an improvement initiative
that you pitch.
Like avoiding the non-compete, this speaks to improving our col-
lective move toward developer hegemony as much as anything else.
The future of software development does not lie inside of companies
like this, but rather inside of efficiencer firms (and, realistically,
custom app dev shops) that sell to them.

Politely decline/end interviews that


involve trivia.

Another relatively low-impact way you can make a difference


comes when you face the prospect of job interviews. Refuse to
put up with journeyman idealist crap, in the form of the trivia
interview. (You could also refuse to put up with regular idealist
crap, which generally takes the form of different, company-culture-
focused inane questions, but that’s not specific to our cause.) To
put yourself in the right frame of mind, imagine how a true
efficiencer would react to being peppered with minutiae about some
programming language: “yeah, that’s cute, but can I talk to your
boss or someone that can speak to how this project impacts the
bottom line?”
This means not participating in interviews where you’re quizzed
on things like, “list 4 namespaces in the System library” or “describe
the builder pattern.” I’m not sure what people think they’re learning
about your ability to help a company make money by asking you
to produce knowledge that could be acquired with 4 seconds and a
Chapter 45: What You Can do Now 345

search engine. If you want to really go out in a blaze of glory here,


pull out your phone and say, “Okay Google, describe the builder
pattern.” You get even more bonus points if you “Okay google” the
question during an interview with Google. Just tell them you’re
interviewing them by way of seeing if their products are up to your
high standards.
Thwarting the journeyman idealist phenomenon also means saying
no to algorithm/whiteboard interviews. Unlike “trivia” interviews,
these are meant to “see how you think.” Or so the story goes. But,
really, it’s just an analog of fraternity hazing. They want to see if
you’ll jump through the same hoops to earn your stripes that they
had to jump through.
This is a human cognitive bias known as effort justification⁸⁹,
wherein your value of the in-group and the selection process goes
up substantially in proportion to the barriers to entry. To give a
vivid example, if I ask you to eat a flavorless dessert, you’ll turn
up your nose. But if I ask you to whiteboard a doubly linked list in
order to qualify to eat that same dessert, you’ll eat it and say that,
you know, it’s actually pretty good, and that people really should
have to do a whiteboard exercise to get it.
Don’t drift into this trap. Whiteboarding things or solving problems
using commodity algorithms has no bearing on your ability to do
a programming job, unless the job involves going back in time
to when Quicksort wasn’t a thing. If this type of interview really
worked, why wouldn’t companies just administer IQ tests or ask
for SAT scores? Those tests are specifically designed to “see how
you think.”
Now, snark aside, I don’t actually propose that you raise a fuss in
the middle of an interview or get up and leave in a huff (unless
you really want to). I’m simply saying that you should politely, but
firmly refuse to participate.
⁸⁹https://en.wikipedia.org/wiki/Effort_justification
Chapter 45: What You Can do Now 346

The first step means asking up front. If a recruiter from Best’n’Brightest


Prgorammers Inc gives you a call and invites you to interview,
reply that you’re definitely interested, but that you’d like a bit more
information about what the interview covers. Explain that you
have a policy wherein you don’t participate in trivia or algorithm
interviews. 9 times out of 10, that will stop the conversation right
there. “Welp, the process is the process,” they’ll say.
But if you somehow get your signals crossed and find this sort of
things sprung on you during a “phone screen” or an interview, you
can stop the process without being impolite. Apologize heavily, but
stand your ground. “Oh, I think we’ve gotten our wires crossed
somewhere. I’ve participated in the hiring process on your end
plenty of times and have had some pretty bad luck with this style of
interview, to the point where I just have a policy not to participate
in it on either side. So I don’t want to waste your time or mine by
going any further. If you want, I can reach out to some people that
might be a better fit.”
The reason I recommend this route and not the combative route is
relatively simple. The combative route smells like sour grapes. This
one is a very polite shot across the bow – “oh, I don’t really want
to work here anymore because your interview process is dumb. But
I probably know some dummies that are more your speed.” That
advances our cause and gets us away from our ludicrous hiring
practices.
For your purposes, it at least moves you away from gigs with 2
layers of idealists. At worst, you’ll have regular idealists to contend
with, and that’s a step in the right direction. Ideally, however, the
process of finding talent at the organization where you land is
something more sane than the job interview and you find yourself
discussing whether you and the prospective organization can make
money together, like efficiencers.
Chapter 45: What You Can do Now 347

Realize that the tech giants aren’t that


great.

This piece of advice builds on the last two somewhat. The tech
giants definitely fall under the umbrella of “big companies,” but
I feel that they bear special mentioning because we humans tend
toward the exceptionalism fallacy (as in, “oh, I like Gigantech Inc,
so Erik must mean all of the big companies except them.”) Also,
those companies seem to love journeyman idealist interviews.
But let me work my way back to that. Do you remember growing up
as a kid, and contemplating what it meant to go to an institution like,
say, Harvard? As kids contemplating secondary education, we’d
look at that and think, “wow, if I can get in there, I can write my
ticket anywhere.” And there’s a decent chance we were right.
Then, when we were in college and afterward, a new entity entered
our consciousness (your mileage may vary a bit, depending on age).
We’d look at Microsoft and Google and think, “wow, if I can get in
there, I can write my ticket anywhere.” Start with Ivy League, head
for Big Tech, and then the world is your oyster. You probably won’t
even have to interview at places after that – you can just wander
in, pick out a cubicle, and get to work.
That thinking framed my career outlook, and I’d imagine some of
yours as well. Plus there’s an ant-instead-of-grasshopper thinking
to it. Prove yourself early and enjoy cred and stability later in life.
Or something like that.
But the last two decades have shot all sorts of holes in that thinking.
If you want a programming job these days, you don’t need Harvard
(or MIT/CMU/Stanford/etc) and Microsoft. You don’t even need
college or a prior software development job. Demand is such that,
“I used to do some crazy stuff with Excel macros” can get you a
steady job writing code.
Also, “write your ticket anywhere” means a lot less against a
Chapter 45: What You Can do Now 348

backdrop of serial job hopping. Software developers come and go


from jobs like booth attendees at a trade show. Searching for jobs
no longer scares the pants off of people – it’s just what you do every
year or two to get a raise. So there’s less reason than ever to go into
an interview as an experienced developer wanting to stack the deck
in your favor down to the last detail. If DiscerningCorp only wants
Microsoft, Google, and Facebook alumni, you can just wander into
the building next door instead and get a job there.
And finally, realize that these big tech companies are not the blue
chippers of old. A job at Yahoo! would have been a pretty sweet
plum when I graduated college. But if that were on my resume,
I’d be explaining to people, “yeah, but I was there when it was
impressive to be there! No, seriously, that was a thing once! And
I also wrote client side stuff for MySpace after that!”
Hopefully, we can now dispense with the “write your ticket” mys-
tique around working for these places. Ironically enough, consider
that getting an offer from Google would mean that you didn’t need
to take the job. After all, you’ve just demonstrated to yourself that
you can secure an offer from the most selective (theoretically) place
around. You can already write your ticket.
This leaves only the (important) argument that you want to work
at one of these firms. If the work, the culture, and the people appeal
to you, far be it from me to try to stop you. Those are real, legit
reasons to go do something, and I wouldn’t deign to say that there’s
anything wrong with that. But you won’t be advancing developer
hegemony, which is the impetus for the advice I offer here. If you go
under that mandate, you are embracing the life of the pragmatist,
for better or worse.
Even at a large software product company, you’re essentially a cog
in a very large machine and business strategy is handled elsewhere.
You probably get more respect for your technical chops alone that
you would at most places, but you’ll still hit the “that’s nice, geek,
now let the executives talk” glass ceiling. The efficiencer calling is
Chapter 45: What You Can do Now 349

not to be had here.

Find a Job That Gets You Out There

At this point, I think I’ve said enough about the companies that you
should probably avoid. You don’t want to go places that restrict you
from conducting your own affairs, that bury you below layers of
journeyman and regular idealists, and that aim to make you devote
your life to the company. All of these things prevent you from
advancing your own interests and speaking at the strategic level.
Let’s turn our focus, instead, to the sorts of companies that you
should work for. And I can sum that up succinctly, echoing the
advice offered by David Boike. Start working for companies that let
you get your name out there and raise your own profile.
What does this mean, exactly? I’ll have an easier time, perhaps,
offering examples at opposite ends of the spectrum. At the inhibit-
ing end that you should avoid resides SecretCo Inc, that asks you
to toil away in anonymity. Under no circumstances can you ever
show anyone outside of the company any examples of code you’ve
written. Heck, their restrictive non-disclosure agreements (NDA)
with employees barely let you admit to working there. Your service
to that company is entirely opaque to external parties, and your
interaction with outside entities non-existent. At the end of working
there, all you’ll have to show for it is the text on your resume that
you must leave suitably vague. This is what you don’t want. They
completely control your narrative.
Contrast this, on the other side, with working for an app dev
shop, a consultancy, or a developer tools/software company. These
organizations pay you to go out and publicly interact with other
companies. As a consultant, you move from organization to orga-
nization, helping them solve problems and building quite a network.
If you work for a company that makes and sells software, you help
Chapter 45: What You Can do Now 350

customers solve their technical problems. In those cases, you build


a network of people that will vouch for you. In essence, you build
your brand. And best of all, you do it on someone else’s dime.
So as you apply for your next job, looking to escape Gigantech, and
its draconian NDAs and non-competes, actively look for a place
where you can start making a name for yourself. No matter what
the future looks like for us and for you, you’re going to need a
reputation and a network. If someone will pay you to start building
that, then you’ve effectively worked out a deal where you get paid
to market yourself. If you ever go solo or run a small business, you
will appreciate how valuable that is.

Apply at non-traditional companies.

Earlier, I mentioned some companies that have non-traditional


arrangements in terms of how they interact with their employees.
These are companies who have found a way not to make their
org charts look like predictable pyramids or who have found ways
to partner with people moreso than employ them. In this list, I
include the aforementioned Github, Particular, and Pillar. But there
are plenty of others out there as well. Zappos is famous for its
“holocracy” and I’d imagine that there are others that are less
famous but no less interesting. Go apply at these!
Don’t confuse this with advice with me suggesting that you just
go work anywhere unusual. That’s not what I’m saying. Rather,
I’m suggesting that you find organizations that don’t involve the
pragmatist-idealist-opportunist pyramid. Look for organizations
willing to embrace you as an efficiencer and a business partner.
If you work at organizations like these, you’ll have a lot more
control over your own destiny and you’ll be free to market your-
self, raise your profile, and define your own version of developer
hegemony.
Chapter 45: What You Can do Now 351

Apply at smaller app dev shops.

The last type of place at which I’ll encourage you to go work is the
small app dev shop. Ideally, you should find one run by a software
developer or a recently former software developer. If the owner
used to kinda write code once like 20 years ago, that’s not quite
the same thing. Proceed with relative caution, since that person
probably views you as a one dimensional geek who hasn’t managed
to escape the delivery trap.
At smaller app dev shops, you’re likely to be client facing, and
you’re likely to matter to the organization. This gives you some
leverage and the ability to act like a partner and to speak up about
issues beyond code. At organizations like this, it is relatively easy
to establish yourself as an efficiencer.
I would also add the caveat that you want to look for a place that
doesn’t intend to grow by turning today’s line level contractors
into tomorrow’s pure managers. That organization is just going
to mushroom into a pyramid shop with you in the idealist layer.
Make sure that you’d be keeping your finger on the true pulse of
automation.

Start Working from Home

Those of you familiar with The 4 Hour Work Week find yourselves
nodding along to the title of this section, no doubt. I can’t and won’t
dispute any of Tim Ferris’s wisdom on this subject, notwithstanding
the unique subject of “lifestyle design.”
What I mean is that Tim Ferris advocates a work from home
arrangement, in large part, so that you can travel where you want,
when you want, without your job holding you back. I’ve personally
lived this reality, spending the entirety of last winter in the southern
part of the United States for the specific purpose of avoiding winter.
Chapter 45: What You Can do Now 352

But I’m not recommending the work from home arrangement for
this purpose.
Instead, I’ll talk about some more practical concerns for someone
looking to become more autonomous and independent. These in-
clude productivity-related points that Tim Ferris makes and that
I’ve spoken about earlier in the book, but I’ll get to those later.
The first important point about working toward autonomy is that
working from home, by its very nature, grants you more of that. It
starts to remove the “butts in seats” attitude of employers when
regarding you, making them less likely to evaluate your perfor-
mance the same way they would the guy who takes orders at a pizza
place. When presence melts away as an evaluation criterion, they
get closer to reasoning about the value of your contributions. All of
this has the effect to raise your profile in the eyes of those you work
with (provided you don’t goof off and accomplish nothing – you’ll
still need to manage others’ perception of your contributions).
Next up comes the productivity consideration. Being present at the
office from 9 to 5 essentially gives you a carte blanche to waste
as much time as you can reasonably get away with. This isn’t to
say that people come to the office thinking, “let’s see how much
time I can spend in the break room before someone yells at me.”
Rather, it’s that little accountability exists for good usage of time
since, ipso facto anything you do while at the office during those
hours must be construed as work, productive or not. This results in
the average worker spending a depressingly small fraction of the
day at productive work. This probably includes you.
Thinks of Peter in the movie “Office Space,” describing how, each
day, he does maybe fifteen minutes of real, actual work. This may
represent a slight caricature of your own life, but does it miss by
a lot? How many hours do you spend coding, in a state of flow?
How many hours do you spend hanging around friends’ desks,
visiting the break room, attending pointless meetings, going to
lunch, having ‘strategy’ discussions that devolve into gossip, and
Chapter 45: What You Can do Now 353

going outside to get steps on your Fitbit (or to smoke)? If you


abandon the notion that any time spent at the office represents
valuable time, how many hours of your day could actually be
construed as valuable? How many hours would you feel good
claiming as “work” if you were doing them from home?
When you shudder a bit and do some soul searching, I suspect that
you’ll come to a realization. You will realize that you spend perhaps
2-4 hours of your day doing anything remotely productive. The rest
of the time, you content yourself with collecting a paycheck simply
for presence. Hey, it’s not like you’d spend time at work if you had
a choice, so you oughta get paid regardless of what you do there,
amirite?
Let’s get back to working at home. After years of feeling good about
2 hours of productivity and 6 hours of presence, you wake up at 7
AM, skip your 45 minute commute, and arrive at ‘work’ (your home
office) a little early at 7:45. Normally, you’d get in at 8:30 and gossip
with Susan, your fellow developer, at the Keurig for 20 minutes or
so. But your home office lacks Susan. Instead, you just get to work.
And you work from 7:45 to 9:30 without any interruption, actually
getting into something of a state of flow. At 9:30, you realize you
need to dial in for a daily status meeting, and you’re amazed at the
nearly two hours of completed work. Normally, your parlay with
Susan would have taken you until about 8:50, at which point you
would have rearranged your Outlook folders a bit, since there’d be
no point getting to absorbed between 8:50 and 9:30.
And so it goes. This is a fraction of your work from home day. But
it is a representative fraction. By 9:30, you’ve accomplished almost
as much as you would in a normal day of presence, with no one
to distract you and no “points for participation time wasters.” Tim
Ferris posits that you can do your 40 hour per week job in 5-10 hours
per week, and I feel inclined to agree, based on experience. If you
pack up your salaried job and take it home, you’ll save yourself the
commute and an amount of fluff that would shock you.
Chapter 45: What You Can do Now 354

But I’ll take it a step beyond Ferris and his “lifestyle design.” Go
home to build your business. If you can negotiate work from home,
you’ll free up the fluff hours and establish some cachet. Even if you
spent your time the exact same way from 9-5, at least you’d get a
half an hour to an hour per day freed up from commuting. But, I
promise you, you’ll get way more. You’ll get the same pay to do
the same thing in a lot less time, freeing you to pursue developer
opportunist ambitions. And, on top of that, the people in your office
will start to assume that you bring a lot to the table to have a special
arrangement.
How should you secure such a sweet deal? As in demand as
software developers are, you probably just need to ask. Tell the
boss that something has changed in your personal life, and that
you really don’t want to leave, but your hands might be tied.
If they consider you even somewhat of a decent performer, the
conversation will likely end here with a grudging, “ugh, okay.” If
not, you could always take Tim Ferris’s advice and build a business
case, sealed with a “let’s try it one day per week, and if you find it’s
not working, we can always stop.” Or, if that’s not for you, just go
out searching for a remote first job. They’re everywhere.
This arrangement gives you back a lot of your time and it acclimates
you to thinking in terms of value, rather than mortgaging most of
your waking hours for someone to pay your bills. Thinking of and
selling value is what will allow you to start selling as an efficiencer
and claiming your own autonomy.

Start a blog

Let’s switch gears a little, with a piece of advice that is both succinct
and will create little disruption in your life. Go start yourself a blog.
Don’t get caught up in details, because those are ways to procras-
tinate. Should you host it yourself, use a hosting provider, or use
Chapter 45: What You Can do Now 355

Wordpress.com? Should you build it by hand or use a CMS? Will


people think less of you if it doesn’t somehow involve github? Stop
it. Seriously. Recognize this as the bike shedding that it is. You’re
obsessing over shop instead of getting out of your comfort zone
because shop is familiar and comforting.
Do the easiest, lowest friction thing. If you go to wordpress.com,
you can have a blog going in literally 3 minutes. Do that. You can
sort everything else out later, including figuring out a better name.
Just get some momentum now.
The biggest barrier to blogging success will likely be stalled mo-
mentum. No doubt you’ve stored up a few rants and a handful of
how to posts over the years. But once you expend that initial store
of ideas, it can be hard to keep going. To combat this, I suggest
limiting your initial cadence. Decide to do a post per week. If you
are inspired early on and want to do more than that, then queue
them up instead of sending them live.
To have a blog that helps you requires two things: actually starting
it and maintaining cadence. Just dive right in with the former, and
have a plan for the latter. You can always iterate and improve as
you go, but you can’t go back in time and have started a blog years
ago.
Don’t expect blogging to pay off right away. This is a long play
designed to open doors and opportunities over the course of time.
But eventually, when you’ve successfully positioned and marketed
yourself, you’ll be happy you started one.

Start the side hustle. Like now.

To build on the idea of your blog to help with marketing, I’d also
advise you to start some kind of side hustling venture. This may
go hand in hand with your blog, or it may be an entirely separate
affair. The idea here is for you to start to own and understand all
Chapter 45: What You Can do Now 356

facets of business. And recall my piece of advice about draconian


non-competes – you don’t want to do this if you’ve signed your life
away saying that you wouldn’t.
I’ve saved this piece of advice for last because I consider it perhaps
the single most important thing that you can do. Take a product
or productized service, build it entirely, end to end, and sell it. I
cannot understate how educational this is for grokking all aspects
of a business and putting yourself in a position to call the shots. By
doing this, you are graduating as an efficiencer in a way that even
the “efficiencer inside your company” path doesn’t allow. You have
built a business.
This will teach you, from the ground up, about marketing, sales,
finance, and operations. You already know tech, and when you add
a working knowledge of these other elements of business to the tech,
you become CEO material, freeing you to choose the elements of
your business that you want to retain and those that you want to
delegate.
Build something small. Maybe it’s an online course, an E-book, or
a little app that you sell in an app store. Just pick something and
ship it. The amount of education that happens in that alone would
amaze you. You’ll need to consider what sort of business entity to
form and setup a way of dealing with your expenses and revenue.
You’ll need to figure out how to market what you’ve done – how to
get it in front of interested parties. On top of that, you might find
yourself making sales pitches. The list goes on. Not all of that is the
deeply technical work that we’re used to doing, but it’s complete,
informative work.
If your side hustle project turns into something major, then great.
You’ve cashed in a big score on your first try, which would put you
in extremely rarified air. For most of the rest of us, that first end to
end thing will range somewhere between “total flop” and “I made
enough revenue that my time investment was worth $4 per hour!”
You’ll build something that no one ever sees or buys. You’ll attempt
Chapter 45: What You Can do Now 357

a product launch and get it all wrong. I can’t count the ways that
you can (and I have) screwed something like this up.
The point isn’t (yet) to do well enough to quit your day job.
The point is to make mistakes and learn from them. The point is
to develop an understanding of the world of business that only
experience can teach you. The point is to establish yourself as an
efficiencer before you take any risks with full time work.
I’ll close out the chapter by mentioning one final thing about this.
Even if you never make it on your own as a solopreneur, founder,
freelancer, efficiencer etc, this still has a ton of value. Earning
promotions and carving out territory in even traditional workplaces
becomes astonishingly easier when you know the ins and outs of
running a business. You can speak to pretty much everyone at any
company on their terms, in their language, at least to some extent.
And that is worth its weight in gold.
Chapter 46: Full Circle: The
Fate of Pragmatists,
Idealists, and Opportunists
I just finished giving you advice that I would go back in time and
give myself. Given that I left a slam dunk corporate career arc for
the uncertain world of free agency, you might believe me a risk
taker. I assure you this is not the case. In reality, I am pretty fiscally
conservative and risk averse. I like to win but I don’t like to gamble.
For that reason, I took a path recommended explicitly by John
Sonmez and referenced by some others. Before taking the plunge
to go off on my own, I worked tirelessly to make everything line up
just so. I marketed myself to an audience, spent years moonlighting,
established expertise and extensive context, and even lined up
serious work ahead of time.
I now, likewise, recommend the same to you. I feel like the tangible
tips that I’ve given you for moving toward the world of efficiencers
and autonomy is the equivalent of moving you toward a zip-
lining expedition hundreds of feet above a picturesque jungle in
some warm country. Together, we’re checking and double checking
your safety equipment, making sure you understand protocol and
procedure, verifying that you are not pregnant and have no heart
condition, and inching you carefully toward the release point. And
then, once an incredible amount of preparation has happened,
woosh, you’re off taking what seems like a risky plunge. But it’s
actually carefully choreographed.
I’ve been giving you advice on how to stop being a pragmatist (or
idealist) and start being an opportunist. In part 4, I offered a rather
grim play book for becoming an opportunist and dominating the
Chapter 46: Full Circle: The Fate of Pragmatists, Idealists, and Opportunists 359

pyramid-shaped corporation. I view this as grim because of both


the malevolent paternalism of the corporate structure and because it
means you need to stop programming. In part 5, I offered a different,
more uplifting path to opportunism: the efficiencer route. Regain
autonomy and dignity by becoming an automation expert instead
of a javascript geek.
In both cases, I exhort exodus from the bottom layer in an “up or
out” movement. If you picture a pyramid sitting outside of Cairo,
imagine that I’m counseling each grain of sand at the base to move
toward the top of the pyramid or to move away from it. This will
leave, in its wake, crumbling pyramids and liberated grains of sand.
Let’s keep going with this Kansas, “Dust in the Wind,” vibe and
get even more philosophical. I want to tell a brief story about
the history of automation, but stretching further back than you
have probably ever considered. Think back to the beginning of the
Industrial Revolution to understand the genesis of automation. The
means of production owning capitalists of the Industrial Revolution
– the opportunists of that age – were, in a sense, the very first
efficiencers.
Prior to the industrial revolution, individual artisans competed
in simple, localized markets on the basis of cost and quality of
workmanship. Most likely they eked out their livings by having
better quality or else selling to more price sensitive customers at
cheaper prices. Their individual efficiency might vary a bit, and
that might make a bit of difference in their lives.
Then along came the Industrial Revolution, which allowed oppor-
tunists of means to completely obliterate the artisan markets. By
leveraging significant resources, they were able to use mass pro-
duction to produce goods that were of predictable, decent quality
and so cheap as to drive the mom and pop operations completely
out of business. Think of an early predecessor to the “Walmart vs
the Little Guy” paradigm.
The capitalist merchants achieved this outcome through automa-
Chapter 46: Full Circle: The Fate of Pragmatists, Idealists, and Opportunists 360

tion and efficiency. They created systems of human laborers. Ac-


tually, let’s rephrase that. They programmed systems of human
laborers, who became modern day pragmatists.
After a century or so of this dynamic, along came Taylor to
introduce idealists. “Don’t worry about dealing with the laboring
man-beasts in your employ yourselves,” Taylor told the owner
opportunists. “You need a manager layer of people who specialize in
doing that exact thing. They’ll handle it for you, so you needn’t con-
cern yourselves.” The programming of systems was thus delegated
to the idealist layer around the time of Taylor, with owners and
opportunists washing their hands of the pursuit. Efficiency became
the province of middle management.
That continued for a bit more than half of a century until the
computerization of the workplace and the advent of industrial
engineers at the line level. Idealists began to bring in engineers and
programmers not only to produce output, but to increase internal
efficiency. The idealists began to delegate care for internal systems
to the laboring pragmatists. Efficiency became the province of line
level engineers and programmers.
In the years since then, the opportunist layer of organizations
has long since gotten out of the efficiency business, except as
consumers. Same goes for the idealist middle management layer.
Oh, they understand and drive the broader strategy of “if we
stopped paying people to do data entry, we’d save money.” But
they’re completely out of touch with the the implementation.
At the behest of the upper layers of the organization, we pro-
grammers have been dutifully automating legions of pragmatists
out of jobs. The aforementioned data entry jobs are ephemeral
and increasingly rare. Many factory jobs and manual labor tasks
have gone the way of the dodo. And in coming years, many more
pragmatist jobs will follow suit: driving trucks, waiting tables,
working as cashiers, etc.
But a rather notable thing has simultaneously happened. During the
Chapter 46: Full Circle: The Fate of Pragmatists, Idealists, and Opportunists 361

days of the Industrial Revolution, only a handful of already well-


heeled capitalists could bring the means of production to bear. It
cost a lot of money to assemble pig iron and copper and whatnot,
and it cost additional money to assemble the system of humans
required to turn those resources into profit. Only a select few in
the organization could create efficiency, which is perhaps the single
most valuable commodity in the modern world (what with time
being the equally non-renwable resource for which all of us would
go to the ends of the Earth to get more).
The opportunists delegated efficiency creation to idealists who, in
turn, delegated it to pragmatists. Along with all of that delegation
came the huge, unintentional windfall of also passing the means
of efficiency production. Today, we live in a world where the
pragmatist engineers, developers, and designers create all of the
efficiency and have all of the means of production for doing so.
This, in turn, means that we have all the leverage. Let me now state
the implication that generates in no uncertain terms.
We have absolutely no need for owners and managers, for tradi-
tional opportunists and idealists.
And we’re just starting to figure that out.
So what becomes of these three codependent archetypes and of
the pyramid organization itself? Let’s return to the metaphor of an
Egyptian pyramid in which the base begins to conduct an exodus
both up and out. The pragmatists themselves simply leave. This
creates a situation where savvy opportunists also leave for greener
pastures, perceiving a degenerate situation.
In part 2, I said that the end of a company’s life wasn’t especially
interesting. Indeed, only the idealists (and pragmatists with ab-
solutely no options or else absolutely no sense) stick around for
the inevitable bankruptcy, buy-out, or closing of the doors. They
imagine themselves as ship captains in a world overseen by a
benevolent higher power. That power will intercede to reward their
Chapter 46: Full Circle: The Fate of Pragmatists, Idealists, and Opportunists 362

faith and loyalty or else they’ll go down with the ship, dutiful to the
end. Sad, but as I said, not especially interesting.
What is a bit more interesting is that the idealist condition is not
possible without a company to over promote based on seniority
and enthusiasm. Since the idealists, following the collapse of the
company, do not literally die, they are collected, commercially
reconstituted and spat back into the workforce. Generally, this will
produce at least cynicism, if not wisdom. The erstwhile idealist may
be hesitant to ever love again, because it just hurts too much, man.
If it hurts enough, the idealist becomes an opportunist. If not, he
repeats entry as a pragmatist to be groomed for idealism.
Idealists cannot exist without three essential components: faith in
the wisdom of the corporate entity, pragmatists against whom to
manufacture meritocracy narratives, and opportunists to manip-
ulate their naivety. If we build a true efficiencer movement, we
turn legions of pragmatists into opportunists. The idealist then, just
sort of fades into the background of history. The pragmatists exit,
making over-promotion moot. The opportunists (many of whom
are now former pragmatist efficiencers) recognize a more efficient
path to ownership than pyramid climbing, so they also exit. With
the absence of the other two layers and the crumbling pyramid, the
idealist faith will not last.
So moving away from the philosophical, let’s close out this chapter
with what happens to these archetypes in real terms, considering
them as people. In another nod to symmetry, I’ll flip from an
entire book of talking about what corporations take from the
archetypes and talk instead about what they provide to them. For
pragmatists, they take hope, but provide stability in exchange. From
idealists, they take perspective, but provide a feeling of significant
in exchange. From opportunists, they take the ethical high ground,
but provide low(er) risk opportunity in exchange.
Right now, pragmatists and risk averse opportunists alike are dis-
suaded from the free-agent/efficiencer route. Doing this means
Chapter 46: Full Circle: The Fate of Pragmatists, Idealists, and Opportunists 363

spending a lot of extra time on risk management and the hustle.


It’s like moving from a life of raising crops in a temperate climate
to a life of nomadic hunting and foraging. But early efficiencers are
blazing a trail.
The programmer community, for whatever flaws it may have,
is wonderfully collaborative and instructive. We flood the world
with language guides, framework tutorials, code-casts, books, and
everything else you can imagine. We may get a little elitist, but we
do help one another.
The same thing is happening with the efficiencer playbook. We’re
branching out from the technical into, “here’s how I went from
building Wordpress sites for $60 per hour to offering a productized
service that nets me three quarters of a million in revenue.” Each
one of us that flips the bozo bit on the pyramid corporation and
heads off for the world of efficiencers makes it just a little easier for
those contemplating the trip. And each one that contemplates the
trip creates a little more market demand for existing efficiencers to
service.
One of the biggest growth industries imaginable is going to be
products and services that help make it easier to go efficiencer.
This will include tutorials and guides, as well as “setup a corporate
entity in one easy step” service offerings. But it will also evolve into
more elaborate and complex offerings, such as single payer benefit
groups and risk pooling mechanisms. What this looks like, I don’t
know exactly, but it’s coming. The demand for lifestyle design is
simply too high for it not to, when we’re talking about a population
segment with all of the leverage and the means of production.
And so at some point, a flip will occur. At some point, enough
people will go efficiencer that founding or joining a small, nimble
efficiencer firm will be no more risky than pyramid corporation
employment. And when that happens, there will be absolutely
zero incentive for pragmatists to stay. The entire advantage of
the corporation is tied up in risk mitigation, so when it no longer
Chapter 46: Full Circle: The Fate of Pragmatists, Idealists, and Opportunists 364

provides that, it will no longer have pragmatists. They will leave to


the world of efficiencer firms and partnership-oriented knowledge
work offerings. Inasmuch as pragmatists in the future can continue
to do manual labor, that will more and more frequently take the
form of contractors and sub-contractors.
Idealists tend to be hard working and well-intentioned. They sim-
ply get too caught up in the rituals and mythos of the pyramid
corporation and founder BS. This is hardly going to survive the
pragmatist exodus toward autonomy and the fragmentation of
today’s juggernauts. People predisposed to this mix of flattery and
illusion may be bamboozled in more egalitarian, value-exposing
arrangements, but I don’t think it’s likely. I think they’ll take the
tendency to over-perform and apply it in contexts that actually
benefit them.
To get a bit more grounded, imagine a corporate idealist that you
know. Imagine a person that works 60 hour weeks to impress a
higher-up and believes that “junior vice president” is something
earned through a combination of regurgitating the company culture
and long hours at the office. This is a driven person, willing to work
hard and chase the only key performance indicators they have at
their disposal. In the context of a massive, lumbering corporation
where an individual contributor’s value is utterly opaque, they
charge at what the organization (through self-interested oppor-
tunists chasing their own ends) tells them is valuable. But in the
context of a smaller, efficiencer firm, where an individual’s value
is obvious, can’t you imagine them charging at something that
actually matters? The over performing idealist would (and will)
make a true high performer in a situation with rational cause and
effect scenarios. These folks will incur some scars and come out
the other side making pretty good partners, complimenting highly
strategic opportunist types.
And what of the opportunist? Well, they’ll be more or less the
same, but without the ethical conundrums forced on them by
Chapter 46: Full Circle: The Fate of Pragmatists, Idealists, and Opportunists 365

pyramid corporation gamesmanship. They’ll resume the simple,


literal definition of opportunist and reserve the gamesmanship for
advancing their own or their firm’s cause.
Will there continue to be politics in these smaller, more value-
obvious organizations. Sure. Anytime you have more than 2 hu-
mans in a room together, you have politics. And will self interested
opportunists continue to be able to take advantage of people willing
to give up hope for security or perspective for illusions? Of course.
For better or for worse, that’s part of human nature. But that doesn’t
mean we need to create a ubiquitous institution that normalizes
it, institutionalizes it, and raises it to a perverse art from while
presenting a benevolent face to us.
We have created and nurtured a technology that absolutely democ-
ratizes opportunity. All we need to do now is throw off the shackles
of an institution that resists that democratization. Pragmatists,
idealists, and opportunists will all play their parts.
Chapter 47: What this Looks
Like, Long Term
Remember Emma from way back in part one? Let’s think about the
couple of day slice we saw of her life.
She fixed her small app dev firm’s build, then boarded a plane to ne-
gotiate an extension of an existing contract. From there, she turned
around and had a pre-sales meeting with a prospect firm before
heading home to relax. She also delegated tasks intermittently that
included project management (operations), accounting, and legal
concerns. We didn’t get to see her do any marketing, but 4 out of
the 5 components that I mentioned isn’t bad for a couple of days’
work.
I wrote that introductory narrative almost a year ago. And, as
I wrote it, I offered the caveat to my Leanpub readership that I
might go back and revise it a bit as I fleshed out my opinions,
principles, and recommendations for the remainder of the book. At
the time of writing, I had yet to self importantly coin the neologism,
“efficiencer.” I had also not explicitly listed principles by which
efficiencer firms should operate, nor had I enumerated how one
might bootstrap her way out of a pyramid shaped organization and
into autonomy.
But I’ve decided to leave it as is. As I said, Emma, the efficiencer,
either implemented or delegated in 4 of the 5 phases of the business.
Adding a fifth might seem gratuitous, given that she was part of a
partnership of unspecified quantity. Emma, you see, is not a CEO,
but a partner, and so it stands entirely to reason that Craig or one
of the others might head up the marketing.
You’ll also notice that Emma’s firm does not offer a productized
service or value billing, per se, both of which I suggest as excellent
Chapter 47: What this Looks Like, Long Term 367

goals for aspiring efficiencers. Emma’s firm bases billing on feature


delivery, which is cost-based. Since their cost is basically time, this
isn’t too far removed from hourly billing. And, their main area of
expertise seems to be software development, rather than solving a
specific business problem. Cards on the table, this latter is because
I had yet to realize, in my own career, the full value of niching into
a problem far less general than “we write code.”
And yet, I’m not changing it. In fact, I’d daresay that I did a fair
job of approximating the efficiencer firm with that early narrative,
from a principles perspective. Recall the principles I outlined (ab-
breviated).

• Bootstrapped/self-sufficient
• A partnership without employed pragmatists/idealists
• No scaling for scale’s sake, via interviews and other silliness
• Value contributions of each partner can be measured
• Only opportunists allowed

Emma’s firm checks all of the boxes, imperfections and all. And I
think that’s powerful.
The reason I say “powerful” has to do with the way reality will
unfold. No one is going to walk out of Huge Pyramid Inc, announce
to the world, “I offer a productized service wherein I speedup your
relational database by at least 50%,” and partner up with 3 or 4 other
people well suited to do the same, while divvying up the work of
running a business. It’s going to be way, way messier than that.
Some of us will stumble and fail and try again. Others will strike
off on their own only to slide back into staff augmentation app
dev when the bills come due. Some will start efficiencer firms and
wind up hiring pragmatists and promoting idealists after all. And
everything you can think of in between. And, you know what, it
might even work for them.
Chapter 47: What this Looks Like, Long Term 368

App dev shops that convert specs into software using Gantt charts
will stick around for a long time. So will giant tech companies with
business hammocks, lots of cachet, and algorithm trivia interviews.
I doubt we’ll supplant the journeyman idealist layer in the industry
any time soon, either. All of this is a long play.
But buried in the fits and starts will be wins and success stories.
Efficiencers will emerge, and we’ll head inexorably in that direction.
Emma’s firm thus makes a great example. They do a Scrummy form
of app dev, but they talk to the business in terms of value and engage
in negative sells when they think the project won’t have ROI. They
know and understand business.
And they hit every single principle of efficiencer firms. Emma’s firm
is self-sufficient and a partnership consisting only of opportunist
partners and contractors to which they delegate work. They scale
revenue in creative ways, taking in finder’s fees and residual
revenue streams rather than paying you to write bubble sort on a
whiteboard with your opposite hand. They keep things lean enough
that measuring each partner’s contribution to the work is relatively
easy. And they seek no grunts to toil away on their behalf.
You may wonder how Emma’s firm formed. I don’t know exactly,
despite the fact that the characters are mine to imagine and control.
But I can venture a guess as to what problably happened. One of
the partners, let’s say Emma, went off on her own and got some
contract work. She used her knowledge of all facets of the business
to parlay this into better, more strategic deals, eventually doing well
enough that she landed gigs needing more than one person to help
with automation.
At this point, she reached out to her network of friends and former
colleagues and she founds some people who were game. And just
like that, an efficiencer partnership was born. They drafted an
operating agreement, and set about dividing up responsibilities,
refining their operation, and earning a living.
If we zoom out from Emma’s firm and into generalities, what does
Chapter 47: What this Looks Like, Long Term 369

all of this look like in the long term? How does developer hegemony
take root and spread?
In the most general sense, it involves a steady flow of software
developers out of organizations that regard them as cost centers
and fungible commodities. Those organizations tend to believe that
you need two categories of people to implement software: business
people who think and grunts who, as James Grenning suggested,
do low level translation of natural language instructions into source
code. And, historically, we’ve proven them right to an extent. There
are plenty of reasonably well compensated programmers out there
who content themselves with this golden coffin arrangement.
But, here’s the thing. That approach produces inferior software.
The agile software movement suggested that we break down the
barriers between business and IT people so that they can work
more effectively together. I say we reject the premise in its entirety
and go forward with the business and IT people being the same
person. This is a disconcerting proposition for the “business people,”
managers and former developers of the world because it invites the
question, “then what do you need me for?” My honest answer to
that is, “I don’t know, but you’ll probably figure something out.”
As we begin to have automation experts – efficiencers – that under-
stand both business and automation (software development), we’re
creating a legitimate profession. And we’re creating a profession
that doesn’t make sense to staff in house. If you make dishwashers,
stick to making dishwashers. You know how to market and sell
them, and you know how to keep the books. You’re obviously going
to need machinery and software capabilities, but, remember, you
make dishwashers. If you want to use the internet as a sales or
distribution channel, does it make sense to hire several different
types of specialized people to manage projects, write code, write
tests, design “user experiences” and do “business analysis?” Or does
it make more sense to call someone that specializes in automating
sales and distribution of appliances to take care of it for you?
Chapter 47: What this Looks Like, Long Term 370

Over the long term, we will find our niches and realize our leverage.
The number of dishwasher companies out there, stumbling their
way through massively inefficient implementations, is staggering.
The amount of money to be made by showing up, shaking your
head, and saying, “that’s ridiculous, let me help” is likewise stag-
gering. Right now there’s a whole “transformation” industry out
there dedicated to quixotically helping them get better at it. The
next wave industry will be the one that helps them realize there’s a
better division of labor.
Dishwashing companies will continue to employ software folks,
the same way that they employ a staff lawyer, if they’re big
enough. But they will become generalists that coordinate with
efficiencer firms and figure out who specializes in what. The way
that these companies consume software and implement programs
will become more distributed and decomposed, kind of like the way
that microservices have replaced monoliths.
Every enterprise I’ve ever walked into has asked about scaling agile.
“How do you scale agile?” Usually, the way this is attempted is
through a methodology named something that sounds comforting
to an enterprise like “SAFE” or “LESS” or “MORPHINE.” (I may
have made that last one up). When I’m asked this question, I answer
simply, “you don’t.” You see, when you try to ‘scale’ agile, it gets
complex, process-heavy, and massively inefficient. My more nu-
anced (and helpful) answer is that you slice up the work into loosely
coupled, autonomous chunks that don’t require coordination, thus
obviating the need to “scale” at all.
That is what I see happening in our industry, simply due to market
forces. Companies that fail to do this will be bested by companies
that enlist efficiencer firms. Or they’ll try a few times and fail,
and reboot by dealing with efficiencer firms. And as that goes
on, efficiencer firms will learn to leverage targeted, well marketed
offerings. “Do you have the ‘hardening sprint’ blues for your fourth
consecutive mess of a quarter? Call us for simplification!”
Chapter 47: What this Looks Like, Long Term 371

If you look at a lot of larger, successful tech product firms, they seem
to succeed with similar loose coupling philosophies. As I understand
it, departments/teams at Amazon, Google, and Microsoft all operate
with a large degree of autonomy and independence. To a certain
extent, you might think of those as organizations comprised of
smart folks capable of forming excellent efficiencer firms if they
weren’t more content with pragmatist and journeyman idealist
career scripts.
But any way you look at it, the decomposed, targeted, automation-
expert path is going to win. Whether that happens with firms like
Emma’s, pure efficiencer firms as I’ve laid out, converted app dev
shops, or something else, I’m not entirely sure. My money is on the
efficiencer model, obviously, but time will tell.
Over the long haul, you’ll also see the rise of organizations and
institutions that cater to these sorts of firms. “Retirement savings for
efficiencer firms” and “contract templates and legal representation
for efficiencer firms” will likely start to be ubiquitous. In the US,
there’s an unfortunate historical accident that heavily ties health-
care with employers and insurance, but we may even manage to
loosen the stranglehold found there as profitable efficiencer firms
emerge.
The gig economy, globalism, and control of our means of produc-
tion are all here to stay in an increasingly digital, increasingly
knowledge work driven economy. Humans will collaborate in
corporate structures more reminiscent of atoms assembling into
molecules and decomposing than of the early 20th century global
conglomerates. In a world where communication and autonomy
are easy, communicating through pyramid structures makes little
sense. We’re ready for something new.
And that something will not need to rob its commercial participants
of essential parts of their makeup. Efficiencer firms and things
that look like them will not rob anyone of hope because the
partners can always earn advancement in direct proportion to the
Chapter 47: What this Looks Like, Long Term 372

measurable success of their efforts. Likewise, no one will be robbed


of perspective because that’s simply impossible with structures
simple enough to prevent a divorce of outcomes from actions, thus
allowing narrative to replace measurement.
And opportunists, who had been robbed of ethical high ground? I
bet you expected me to say that wouldn’t happen anymore either.
But I can’t say that – not really. As an opportunist, in the literal
sense, you can always have hope and perspective, but the ethical
high ground is yours to cede or claim on your own terms.
The pyramid corporation forces you to choose: cede the ethical high
ground and advance, or keep it and stay where you are. The world of
markets for your labor doesn’t force this choice on you, but neither
does it save you from it. You may, for instance, need to pay your
mortgage and decide to take on an hourly contract even though
you know it will probably not help your client.
It’s ugly to have to make a choice like that, but I’m proposing
a world in which at least you always have that choice to make.
I’m proposing a world where we’re all opportunists and we’re all
adults, conducting business on our own terms. I’m proposing a
world where we’re all knowledge workers, having replaced non-
thinking work with automation. And I’m proposing a world where
those of us who trade and specialize in humanity’s most valuable
commodity are justly compensated. I’m proposing developer hege-
mony as the future of labor.
What Now?
If you’ve enjoyed this book and are interested in hearing more, I’ve
set up a landing page on my site⁹⁰. Check it out for next steps in how
you can help yourself and others reach a state of developer hege-
mony. I will, over the course of time, be adding relevant content,
courses, and general information on how to liberate yourself from
outdated commercial models.
⁹⁰http://www.daedtech.com/what-now/
Appendix A
Below are the full interview transcripts for each of the developer
opportunists I interviewed for part 5 of the book.

David Boike

First off, if you have any reactions/impressions to


what I’ve said [outlining the message of this book],
that’s certainly welcome.

Seems to make sense to me. I certainly see a trend with my peers


locally all going independent eventually, and once you do, you
never go back. Those that stay in companies tend to be either not as
skilled, or they stick there more due to inertia than anything else.

Can you walk through your background a bit? How


did you come to be doing something other than
following the standard corporate software developer
career arc? What made you decide to do something
different?

Editorial note: I redcated some material for this answer that might
have been overly specific about individuals or organizations. The
entire response, verbatim, was not “on the record”.
Well, none of this happened according to any sort of plan, really it
was a bunch of happy accidents.
I started at a small company in Clear Lake, Iowa, where I had
interned while in college. I stayed there a year, and left because
Appendix A 375

I was getting married. It was small enough, though, that I knew


everybody and the CEO was maybe 3 management levels away
from me. I walked by his corner office several times per day and if
I wanted to have a conversation directly with him, that was totally
possible, and happened on more than one occasion.
I moved to Clear Channel Television, which used to be a thing,
now is not. ClearChannel Television got sold off to a separate
company, and we were the IT wing, independently branded as
Inergize Digital and we had customers outside of the ClearChannel
/ Nexstar stations. In any case, even though ClearChannel was
huge, our department was physically separated and felt like a small
company. The Senior VP was, for all intents and purposes, the CEO
for all it mattered to me most of the time. He was 2 org chart levels
from me, and just like the small company, I had direct conversations
with him frequently.
Because we were building websites and other products for TV
stations, magazines, newspapers, etc. we were dealing with a kind
of scale I’d never encountered before. So that’s where I learned
about NServiceBus out of necessity, otherwise I would not have
been able to build those systems. During that time I also started
my blog, which is the single biggest reason I am at Particular
today. I blogged about NServiceBus stuff quite a bit, and at a time
when NServiceBus wasn’t commercial and there wasn’t a lot in
the way of documentation, some of my blog posts became de facto
documentation.
At some point, NServiceBus commercialized. Because of my blog-
ging, they made me an NServiceBus Champion (think like Microsoft
MVP except smaller scale) and then when NServiceBus commer-
cialized, Udi [Dahan, founder of Particular] reached out to me
to see if I’d want to help out with round-the-world support as a
moonlighting sort of thing. I asked my boss and got turned down,
basically because “they owned me” and they always had to come
first.
Appendix A 376

There was a bench consulting firm in town (ILM) who sponsored


the local .NET User Group and recruiters were commonly there
saying if you’d like a salary review, swing on by. So one day I did.
They said a lot of things I liked so I decided to jump ship the instant
my contract was done. I had a newborn at the time so the pressure
of going independent at that point (basically millions of unknowns)
was impossible, so a bench consulting firm was perfect.
I actually enjoyed that quite a bit. I got exposed to a bunch of
different things, networked a lot, and never had to put up with any
one client’s corporate BS long enough to really tire of it before it
was on to the next thing. I quickly became a principal consultant,
headed the interview team, did more strategic things, etc. All good.
I was still an NServiceBus Champ, but I wasn’t really doing much
with it. But then Packt (my book’s publisher) started hunting
around for someone to write Learning NServiceBus by emailing
all the champs. I had thought before I had the skills to do that,
but wasn’t ever sure how to get started. So when I replied I kind
of started going down the rabbit hole. They asked for a table of
contents. I whipped one up in about 5 minutes I was sure they would
rip to shreds, instead they replied back “Great, can we send you a
contract?”
After the book was published, Udi reached out and thought that
since I had written the book, it would make sense for me to
do trainings for them. Unlike my previous bosses, ILM was like
great, let’s do a partnership. So I did trainings out of the ILM
office 2-3 times, as well as a few occasions where Particular would
contract with ILM to have me go do a training at a customer site.
Unfortunately, it was difficult for ILM to leverage that partnership
in terms of NServiceBus projects, so I was still never really working
on or with NServiceBus during my day job.
When Udi reached out about joining Particular, I wasn’t even
unhappy at ILM, but I wanted to do stuff with NServiceBus whether
I worked for the company or not, so it was kind of an offer I couldn’t
Appendix A 377

refuse.

What does your day to day tend to look like in terms


of the kind of work that you do?

It’s definitely quite a bit different than it used to be. I used to, for
the most part, sit down and code things for 8 hours per day. For
Particular, I’m a member of a couple squads (a small group charged
with co-managing an area of strategy, in lieu of company directors)
and maintainer groups, so there’s a lot more collaboration. And
because we’re a dispersed organization, that’s all in GitHub or video
conferences. So I’m in more “meetings” since there is no “turning
around in your chair” to talk to people. But the good news is that
because we’re fully dispersed, with no home office, everyone is on
the same playing field as far as communication goes. There’s no
possibility of missing a conversation that “accidentally” happens in
the hallway because there are no hallways.
Many of the people I need to collaborate with are in Europe/Israel,
and some in Australia. I don’t have much crossover with Australia
just because of geography, but I have about 2-3 hours of crossover
with Europe, and so most of my meetings tend to occur in the
morning. So a lot of times my mornings consist of triaging my inbox
and accomplishing small tasks where I can, with some meetings
interspersed, and then I reserve my afternoon for tasks that require
more attention and focus.

How would you categorize the nature of most of your


work: Entrepreneurship? Training/coaching? Con-
tent creation? Consulting? App dev?

Because of my particular skill set, I have been spending far more


time doing content creation and much less time deep in Visual
Studio coding. When I am coding, I’m very infrequently banging
Appendix A 378

out a bunch of greenfield code. Because we maintain a framework


that people are depending upon, it’s much more targeted, and the
focus is definitely on quality over quantity.
I also do customer training and education, customer consulting
(mostly remote in small chunks), customer support, and it feels like
a million other things too. The most important thing I seem to need
to do is to limit the things I’m doing.

Specifically, do you spend a lot of your time program-


ming?

No, not a ton. I run on a MacBook Pro with Parallels for Windows
- basically just for Visual Studio. There are some days I don’t crack
open a Windows app.

How do you balance your time between looking


after business interests (overhead) and the work you
do that offers value? Does the overhead ever seem
burdensome?

Because of my arrangement with Particular, this isn’t something


that’s really a problem. I don’t have to market my own company
or network or any of those things. I have to manage my own
payroll and accounting stuff. But from the start, I got a good
accountant/lawyer hybrid who helped me incorporate. I have ADP
to handle my payroll. (My accountant told me “Get a service to
manage that for you. The rules are complex, you’ll screw it up
eventually, and when you do, the fines are not fun.”) I submit an
invoice to Particular once a month, pay myself with ADP with a
few clicks, it’s really not much to manage every month. The biggest
problem for me is remembering to send in estimated tax payments
to the IRS at the right time.
Appendix A 379

In what profit structure(s) do you typically make


money (e.g. hourly consulting/contracting, fixed bid
consulting/contracting, passive, royalties, dividend-
s/salary from your company, etc)?

The payment from Particular is wired into my business account


once per month. I take about half of it as W2 income through ADP.
The rest I transfer with my online banking as a dividends payment.
Probably similar to anyone else incorporated as an S-Corp.

Do you think there’s a ceiling, both in pay and


organizational status, for software developers in the
corporate world?

Probably. I think I was about there before I jumped. At least, there


probably is for most developers that don’t have a very specific com-
bination of talents that is very necessary for some organizations. For
me I think it’s coding + architecture + writing + teaching that puts
me in a very small percentage of developers.

There seems to be a common canard in corporate


software development that programming is a game
for the young and that a career-oriented person needs
to stop it and become a manager. What do you
recommend for someone that is ambitious but not
willing to stop programming? How do you avoid the
stigma that programming work is “line level grunt
work?” How do you suggest others avoid it?

Wow, that’s a thinker.


I think normal salary ranges for developers and managers tends
to back that up. Some big places (Microsoft comes to mind) have
career advancement opportunities for the “hardcore nerds” who
don’t want to give up coding. But little places do not. So you get
Appendix A 380

“quasi-coding” managers that won’t give it up but are getting worse


and worse at it every year. I think the stigmas are starting to reverse
though. Maybe not in big, slow-moving, old-school corporations,
but people are starting to figure out that becoming a manager isn’t
necessarily the best progression for everyone.
Uncle Bob had something to say about this too⁹¹ - the perception
that all programmers were young and there were no old program-
mers. His take was that it’s not that there are no old programmers.
They’re still around. It’s just that the number of total software devs
on the planet is doubling every 5 years, and that means that at any
given time, half of all developers have less than 5 years experience.
In any case, the best thing I think a programmer can do is keep your
options open and always keep learning and making yourself better.
Being a “grunt” isn’t something you have to put up with forever
because your skills are in demand, and there are companies starting
to catch on to how developers should be treated.

What advice do you have for readers of the book that


want to get out of the 9-5 programming game, but
continue to earn a living as technologists?

Well, maybe management is right for you. I’m not sure I can offer
any advice because that’s not how I see myself. If you’re stuck in a
big corporate developer mill, you might not meet very many people
or get very many new experiences. Going to a bench consulting firm
can be a great way to learn a bunch of new things quickly, “acciden-
tally” network just because of all the different places you’re going.
Also, if you don’t have a blog, start one yesterday. Communication
is such a premium skill amongst developers, and a blog will give
you a way to practice that skill and market yourself at the same
time.
⁹¹http://blog.cleancoder.com/uncle-bob/2014/06/20/MyLawn.html
Appendix A 381

A lot of readers wanting to be independent might be


worried that they’re taking a big risk. What would
you say to someone at this crossroads?

I can relate, I was there. But if you’re a capable developer you’re in


demand. There are more opportunities for people like you than there
are people like you. I didn’t realize before I joined the consulting
firm how many recruiters there are out there looking for people to
fill 6-month contracts. Granted I’ve never had to do it, but I don’t
think it would take very much effort to keep yourself busy. You’re
not going to get rich giving those recruiters their big fat finders
fees, but you won’t go hungry either. Of course, this is all assuming
you’re a competent developer. I’ve interviewed tons that aren’t. You
have to know yourself and be confident in your own abilities.

On top of that, I’m curious about Particular’s ar-


rangement with people globally. As I understand it,
don’t you guys that work for Particular incorporate
and then technically have a B2B relationship with
Particular? I ask because I think that’s actually really
great (forces developers to learn skills necessary for
being independent in a less risky environment), and it
could potentially be a model for organizations in the
future. Whatever you can tell me about this I’d love
to hear. Does your relationship with Particular look
a lot like a standard employer-employee relationship
in general, or is it looser than that?

Yep, I am CEO of David Boike Consulting, Inc. (I wish I’d picked a


different name) and I have a contract with Particular. Technically,
I guess they’re my customer. I already talked about invoicing them
monthly up above. The contract is pretty simple. I provide them
with software development, they provide me with cash.
The people in Israel are direct employees of NServiceBus Ltd, and
there’s a few policies that apply differently to them because of
Appendix A 382

Israeli law. Simple stuff, like they track sick time in a spreadsheet
and the rest of us don’t. Nothing major.
Particular did make it easier to incorporate, since I knew money
would be coming. I didn’t have to tell my wife “I’m going to go
independent” and then have her ask “OK, who’s your first gig going
to be with?” and then answer “No idea.” And now, if Particular
would cease to exist tomorrow, since I’m already incorporated,
going independent is exactly what I’d do. I’d leverage the skills I
have as best as I could, look for those 3-6 month contracts, probably
suck at it for awhile, and really hate having to drive to work again,
but I’m confident I’d continue to feed my family. I’m also fairly
confident I wouldn’t have trouble getting another good more long-
term gig if I decided that’s what I wanted. It would be a matter of
finding the right long-term gig, rather than “oh crap I need a job
yesterday.”

James Grenning

Can you walk through your background a bit? How


did you come to be doing something other than
following the standard corporate software developer
career arc? What made you decide to do something
different?

In high school and college, I tried to avoid computers. Punch cards,


no windows in the computer room, stay away I thought. Then I
discovered that programming was fun. Someone would actually pay
me to do it!
My first two ‘real’ jobs were great. I was solving interesting prob-
lems and working with good people. I worked my way into more
responsible positions as my career evolved, starting as an individual
Appendix A 383

contributor, then recruiting and leading others, eventually manag-


ing a product engineering team including software and hardware,
and finally a systems engineer working for the general manager of
our organization exploring a new product idea. I learned a lot in my
progression through the different jobs and responsibilities over my
17 years in corporate America.
Several of my colleagues, when they got into management roles,
let their technical skills go. They we managing , they did not need
to know about OO and C++. Later they had to leave technology as
they became stale and not so employable. As a manager, I still loved
programming and did not want to lose it. Probably annoying to the
people that worked for me, I got into the details with them. I also
had a side job doing some contract programming in C++. I wanted
to still program, learn C++, and have some extra money. (Its always
good if an activity you do has multiple benefits.)
In my last corporate position, reporting to our GM, I learned a
lot from him, and worked, very hard; but there was no way to
get ahead. Come review time, I found from my GM that I did not
do enough and did not do it well enough. As he would say “Let’s
focus on the weakness”. I figured that I needed a different economic
and enjoyment path. That moment, got me back on track for a
technology focused future.
My friend Robert Martin (Uncle Bob) worked at this company. It
was the interview with Bob fourteen years earlier that convinced
me to join the company in the first place. Bob had left a few years
earlier than I did. He joined a startup, and later started consulting.
He had contacted me a couple time to join him in consulting. I
was not ready at first, but having learned what I could at the big
company, and started questioning my path, I was ready take the
risk. Luckily my wife, Marilee, was supportive. It was a big risk, as
we had three children and a mortgage.
I look back on this move of twenty years ago and I am very happy
I made it.
Appendix A 384

What does your day to day tend to look like in terms


of the kind of work that you do?

Last week I was in Slovenia teach TDD for Embedded C. This week
I did my billing, returned emails and talked to some perspective
customers. I also worked on my side project. Today, I’m replying to
a request from a friend to answer some questions for his book. That
is not unprecedented but a little unusual. My day to day activities
are not always my own, but here are some of the things that I do as
a owner of a tiny consulting company.
My business focus is teaching Test-Driven Development and design
to embedded systems engineers. To support that business there
is of course the dreaded bookkeeping and accounting! I have an
accountant, but I need to keep all the records to make his job
possible. This is one area where I am not proactive enough. I don’t
like the work, though it is a necessary evil. Well, billing is kind of
fun, especially when the payments come in. Sending checks to the
government to pay taxes is horrible. So is sending money for health
insurance. Keeping track of all the business expenses is tedious as
well.
Some of the things I do to support the business are fun. I’ve been
evolving my website to better support my business. I have learned
my way around Ruby-on-Rail, web framework and evolved my
website to be more than a place to drop my articles. It helps me
deliver a better product to my clients and I get to scratch my
programming itch learning Ruby and RoR.
I automate a lot of my boring and error prone manual processes.
For example, if you fill out my contact form, I can generate various
emails (services descriptions, requests for more information and
pricing) that are consistent and professional. I used to copy paste
an old email, then edit it for the new client. Inevitably, when there
is copy/paste, I forget something. So my reply to the client looks
careless, antithetical to my message of software quality.
Appendix A 385

I’ve evolved my website to support my training logistics. I once


bought tickets for the wrong city because of a miscommunication
with my client over email. Now my clients complete the logistics
form on my website giving the location of the training. I make
reservations from the info they typed into my website. I can
automatically forward that meeting room info to tripit.com. When
I am running late on day one of a training week, I have the address
on my phone, right where I need it.
I’ve evolved my website to support my training delivery. During
one of my training courses, there are many web links that are
needed, and they evolve during the course. I used to write them
on the board. That works fine as long as I am in the room with
people; though there are opportunities for error (me writing, them
reading my writing, their typing the URL). I also started delivering
my training live via the web, so a white-board is not much of an
option. So now I have a web page that I quickly update during the
course so that attendees have the information and links they need
just in time.
Then of course there is the delivery of my training. It could get
boring, but has not. I keep finding ways to improve and engage
people. My website plays a role here to with pre-training surveys,
in-training reactions to new ideas, and post-training feedback. All
this information goes live on my website and lets me react to what
people experience during topic presentations, demos and exercises.
I also need to keep business coming my way. My book Test-
Driven Development for Embedded C is my main marketing tool.
Engineers continue to discover it. Potential clients contact via my
website usually. I’ll have a call with a new potential client to make
sure I understand what they want and they understand what I
deliver. Consider that TDD is a challenging and controversial topic,
I need to make sure they are ready to learn about it too. I had a bad
experience of accepting a job where the client was not ready. The
great-grand boss of the team I was working with hired me. It was
Appendix A 386

not my usual engagement where the team was open to the problems
they had and some wanted to fix them. They did not think they had
any problems! Now I am very careful to make sure the team I am
visiting is ready.
In my spare time I am exploring the technology and building an IoT
prototype for a product with my brother’s company. I’ll also write
the occasional blog post or longer paper.

How would you categorize the nature of most of your


work: Entrepreneurship? Training/coaching? Con-
tent creation? Consulting? App dev?

I wear a lot of hats. Training and coaching delivery. Course de-


velopment. Article and book writing and more recently, IT for my
company and some R&D for the new product idea in the works.

Specifically, do you spend a lot of your time program-


ming?

For the first few years of my business (started in 2008), I only


programmed with clients or wrote code for my training exercises.
Since building my website I have really gotten a chance to do a lot
of valuable programming. I found that in Ruby and RoR I did not
know how to test-drive. I have since figured out how to test-drive
in the most valuable areas of a RoR application.
The IoT project I am working is giving me a lot of exposure to
other areas. The UI is a Android app programmed in Java, the data
collection point is a tiny linux box where most programming for
the IoT stuff is done in python (another new language to learn).
The sensors are also programmed in python. I am figuring out who
to write applications and tests in this challenging asynchronous
environment. I can hardly wait to finish writing this article so I
can get back to it.
Appendix A 387

The lessons of TDD have really helped me to learn who to get these
wildly different environments to do what I want them to do. As the
core of TDD is establishing cause and effect. I use this core activity
in every programming activity I do.

How do you balance your time between looking


after business interests (overhead) and the work you
do that offers value? Does the overhead ever seem
burdensome?

I really hate the record keeping. One minute of it is a burden. I put it


off. By doing so, I forget how my accounting package works. When
I get back to it, it is the total drudgery. So now I try to get to us
sooner, automating my way out if possible. For the first six years
of my business, I collected all my paper receipts. This was a pain
and took up valuable file cabinet space. Since 2014 I have virtually
no paper receipts. When I am handed a receipt, I scan it with my
phone, name the scan after the client, with the purpose and dollar
amount in the name. I save it to dropbox. When my computer sees
the new pdf, appear in dropbox, it date stamps the file and moves it
to my current receipts. Now the receipts are just where I need them,
when I need them, if I need them.

In what profit structure(s) do you typically make


money (e.g. hourly consulting/contracting, fixed bid
consulting/contracting, passive, royalties, dividend-
s/salary from your company, etc)?

Most my income is from training fees. I charge for the course, not for
my time. Coaching is billed as a daily rate usually. I bundle expenses
so my client pays a flat rate and I don’t have to mess with expense
reporting and receipts in my billing. I get a quarterly royalty check
for my book. That is always nice to get, but is not a lot of money.
Appendix A 388

Why do you think there’s such a ceiling, both in pay


and organizational status, for software developers in
the corporate world?

The corporate world does not know what programming is. They
view it as labor (more hours equals more output, cheaper hour rate
means less cost), not knowledge work (problem solving takes time
and some people are better at it than others).
Programmers do themselves no favors. Most programmers in my
training courses program the way I did at my first job in 1979,
Debug-Later Programming (http://blog.wingman-sw.com/archives/16).
Lots has changed since then. There is a lot to learn. Programmers
tend to over inflate their skills and worth. I know first hand, feeling
I knew all there was to know about programming when I was a
young programmer. Now, I am overwhelmed by how much more
there is to learn.
Programmers tend to get by the App-titude test (getting an app to
work) and think there is nothing else to learn. There is a lot to learn.
You do not have to learn it all, but you do need to continuously
improve.

There seems to be a common canard in corporate


software development that programming is a game
for the young and that a career-oriented person needs
to stop it and become a manager. What do you
recommend for someone that is ambitious but not
willing to stop programming? How do you avoid the
stigma that programming work is “line level grunt
work?” How do you suggest others avoid it?

I find my management experience invaluable in my work. I can


relate and talk to people in all roles. I’d say do some time in
management, but keep a hand in the technology. Program for fun
and contribute to an open source project. Mentor the people to
Appendix A 389

manage. Know your stuff so you have something to mentor them


in.
As a programmer, you need to become a partner with the business
people. If you sign up to deliver some feature in 3 months, then after
2.5 months announce the delay and ask for an extra month. Then
you deliver three weeks late from the revised date. Follow that by
code with a bunch of bugs. How’s your reputation doing? Not so
great, right?
Instead, what if you got good at producing code that worked and
kept working when other changes are tossed at it? What if you could
slice your work into small deliverables and deliver several of these
pieces every two weeks? What if the business could count on you?
If all those what ifs came to be your reputation would grow and
the business would listen to you. You’d be in partnership with the
business.

What advice do you have for readers of the book that


want to get out of the 9-5 programming game, but
continue to earn a living as technologists?

Read! Obviously if you go this far, you are doing that. Write! Do
you have some insight to offer or can help others solve problems?
Get out to the meet-ups and find others that are trying to improve.
Give a talk at a meet up. Give a talk at a conference. Follow and
interact with people you respect on twitter or what ever the social
media app of your day is.
My most valuable skill as an engineer is problem solving. Your
company may mostly reward you for learning and focus on their
product. You need to also know what the software industry is doing,
what advances are being made.

A lot of readers wanting to be independent might be


worried that they’re taking a big risk. What would
you say to someone at this crossroads?
Appendix A 390

It is not for everybody. Going into business for yourself is a risk.


Finding clients is difficult. I was lucky to be able to consult with
Bob Martin, giving me time to develop my own reputation. In the
process I stumbled across an interesting niche and have been able
to turn it into a nice business. I am very fortunate. “I am a great
believer in luck, and I find the harder I work the more I have of it.”
–Thomas Jefferson

Matt Heusser

First off, if you have any reactions/impressions to


what I’ve said [outlining the message of this book],
that’s certainly welcome.

Let me start by agreeing that the way companies are structured is


a bit silly.
I remember working at an insurance company, that assigned a PM,
technical PM, analyst, programmer, and a couple subject-matter-
expert testers to a project at a time. Really we had six people to do
the work on one, plus a lot of translation activities. What we were
wanted to do would turn into a business case, which was turned into
requirements, then technical requirements, then a gannt chart, then
weekly meetings. All that to do a couple of days of programming
work. Except it didn’t take a couple of days; it took weeks because
the programmer had questions that weren’t answered for a week,
or the test environment wasn’t up, or the programmer had to work
on some other emergency. Of course because of all the waiting,
everyone took on additional projects, perhaps six projects each
running at the same time, so answers to questions would take a
week, so we’d have lots of extra time, so we’d take on more work

Appendix A 391

At one point, around 2008, I wondered if we could just make it a


more capitalistic system. There should be a big list of projects on
the wall, and technical staff could build a team and propose “this
is my team, we’ll do (project_name) in (period_of_time)” If they
failed, we’d keep that in mind at annual review time.
Of course, this is a bit of a chicken and a egg problem, as you have
to wind down projects and spool up others — and what do you do
if no one bids on a project?
The answer, of course, is to shift to freelancers as the company
grows.

Can you walk through your background a bit? How


did you come to be doing something other than
following the standard corporate software developer
career arc? What made you decide to do something
different?

I went to work from-home in 2008 for a venture-funded company


called Socialtext. Every three months we’d have a quarterly meeting
to talk about sales and I would worry about my job. I survived
twelve quarters of that, and got pretty used to taking risks. When
the job ended, I had a decent freelance portfolio and some savings;
it seemed better to go a contracting than get a job. That was 2011;
I haven’t been an employee since, though we are re-forming my
company as a S-Corporation in 2017 and I will be joining that.

What does your day to day tend to look like in terms


of the kind of work that you do?

It has really shifted. At this point, a typical business day is either


working from home, consulting, or attending a conference. A from-
home day means a few hours of billable work and a lot of coordi-
nating resources, and an hour or two of marketing. By marketing
Appendix A 392

I mean writing articles or reaching out to people, through various


channels, to help them know about our services. I’ve also recently
eliminated lunch in favor of a protein shake and workout at my
local gym; that gets me out of the house. Plus there is creating
invoices, waiting for the physical and e-mails to come with the
checks, running to the bank to deposit them. Plus quickbooks work,
like marking checks as deposited, transferring a set-aside for taxes,
and getting a list of past-due accounts and finding ways to remind
them we need to get paid.

How would you categorize the nature of most of your


work: Entrepreneurship? Training/coaching? Con-
tent creation? Consulting? App dev?

“You can have anything you want at Excelon Development” we


do software delivery services (mostly programming and testing),
Consulting, a little training, and a lot of writing. The consulting
and training is mostly on lean software testing and delivery, helping
companies continuously improve.

Your reputation is in testing and quality. Do you


spend a lot of your time programming or testing?

From 2011-2013 I was billing close to 2,000 hours a year. After 2013,
we started to bring in contractors, and, regardless of what you’ve
heard, “passive income” is not free money for no work. For everyone
one contract we actually execute, I spend a lot of time going to
meetings, drinking coffee, chatting on Skype and the phone. Then,
once we have the contract, we need to either extend it, find the
contractor other work, or lose the income. This year I managed to
have two part-time delivery contracts, from home, which I would
like to keep.
Appendix A 393

How do you balance your time between looking


after business interests (overhead) and the work you
do that offers value? Does the overhead ever seem
burdensome?

Right now we have four and a half people working full-time,


including me, and we are looking to move to five. With that kind
of size we can have me spend a great deal of time working on the
business instead of in it — even though that is not always satisfying,
it is right for our size. When I started out, the first two years, it was
much more like 85% billable 15% overhead. Two things to remember:
That 85% billable was about 45 hours a week, and the overhead was
another 6 hours of work!

In what profit structure(s) do you typically make


money (e.g. hourly consulting/contracting, fixed bid
consulting/contracting, passive, royalties, dividend-
s/salary from your company, etc)?

We’re pretty mixed right now, and it changes month to month. In


Q 1-Q3 2016, it really was close between subcontracts, writing, and
my own consulting and training. I think your audience is probably
more interested in the early years, when consulting/contracting was
more like 70% of revenue and writing 20% more, and training might
have been an addition 10%.

Why do you think there’s such a ceiling, both in pay


and organizational status, for software developers in
the corporate world?

Programming is viewed as entry-level translation work. It is some-


thing to get promoted out of. Most companies want a journeyman
programmer with 3-5 years of relevant experience, so they won’t
have to pay to train them, then lose them. So there are few good
Appendix A 394

training programs. Plus, the company doesn’t want to pay for


your 20 years of experience, 5 of COBOL, 5 of C, 5 of early web
development, and 5 of recent relevant responsive design.
That looks right on paper, but the result is that we have a pile of
new people who are trained poorly, while kicking good people out
around 40.

There seems to be a common canard in corporate


software development that programming is a game
for the young and that a career-oriented person needs
to stop it and become a manager. What do you
recommend for someone that is ambitious but not
willing to stop programming? How do you avoid the
stigma that programming work is “line level grunt
work?” How do you suggest others avoid it?

If you find a niche you can do well programming into your 60’s
- but that niche will limit you to legacy programming languages.
That might be fine in a major metropolitan area, like Chicago, New
York, Dallas, and so on. A place with, say, a lot of banks that are
running old technology. It is, however, more than a little … boring.
I’d suggest stepping back from technology and solving business
problems. There was a programmer I knew on a message board who
did fine writing VBA scripts in MS Access to make applications. He
would come into the business leadership, not IT, and get them to
agree to the project. It’s crazy. All us programmers are thinking
that’s crazy, man, you are writing a mess of legacy code — but he
made a good living, kept his customers happy, got repeat business,
and was thought of as a business problem-solver, not a “C# coder.”

What advice do you have for readers of the book that


want to get out of the 9-5 programming game, but
continue to earn a living as technologists?
Appendix A 395

Get involved with local small businesses with technology problems.


That means your chamber of commerce, that means the JayCees,
that means the Rotary. Don’t push it. Spend a year, or two, just
grabbing coffee with people and talking about stuff. Figure out
the common problems they have and develop the skills to solve
them. Eventually someone will need a website, or a mobile app,
or something. Develop a stream of revenue at night that is large
enough, and predictable enough, to quit the day job.
Alternatively, in a big city, you can become a contractor. Just build
up an alternative revenue stream so you have something to even
out the up-and-down-ness that is contracting and consulting.
Finally, I’d build a cash moat around your business — more than
as much cash as you’d get in a year of unemployment, at least six
months of expenses. Ideally, you get things so the part time revenue
plus the cash means you could go a year. Then you jump into a six-
month contract with opportunity to extend to twelve. After twelve
months, you should have a year of cash in the bank that will last
further with part-time work.

A lot of readers wanting to be independent might be


worried that they’re taking a big risk. What would
you say to someone at this crossroads?

I would start by saying that financial security is an illusion. Worse,


being an employee is a huge risk.
Consider two people, both making about the same per year. One is
a freelance who has about ten customers, with the largest being no
more than 25% of his income. The other is a employee with ONE
customer who gives him 100% of his income. Who is more at risk?
The employee.
The employee has two, perhaps three advantages: The idea that he
is secure, so he can breathe, relax, and stop at 5:00PM. Really that
Appendix A 396

is permission to be lazy. Second, the employee has unemployment


benefits. Once you can earn more part-time, at-night than unem-
ployment offers, that becomes useless. Third, perhaps, is this idea
that taxes are easier, you get insurance, planned paid time off, and
so on. Most of that is laziness too. Worse, it is your independence
as a person. Take it back, man.
Take it back.

Thorben Janssen

Can you walk through your background a bit? How


did you come to be doing something other than
following the standard corporate software developer
career arc? What made you decide to do something
different?

To be honest, I somehow stumbled into it. For most of my career, I


followed a very typical company career arc. I worked as an intern
during my studies and stayed with that company as a software
developer, afterward. After some time, I got project responsibility
for small to medium size projects and tried to be a software
developer and project manager at the same time. I really enjoyed
it. I talked with customers, coordinated my project team, designed
the backend part of the application and did some programming. I
did that for several years and two companies. All the different tasks
made my workdays a lot of fun but often also a challenge.
It took me a while to learn that I can’t do everything at the same
time. I had to drastically reduce the number programming tasks if I
didn’t want to spread myself too thin. That was OK for a while, but
at some point, I recognized that I’m just doing project management
and that I wasn’t happy with it. Project management stressed me
out, and I was missing the programming and software design part.
Appendix A 397

I started to do more programming in my free time and looked into


the relatively new Java Persistence API 2.1 specification. I liked
some of the new features and decided to write about them so that I
have some notes and examples when I have the chance to use one
of the new features in a project. That was the beginning of my blog.
It took me by surprise when I saw that other developers liked my
posts and the blog started to get some traffic. I never saw myself
as a writer. But I enjoyed it and kept writing. All that happened at
the end of 2013, and it was the beginning of a new career. But I,
obviously, didn’t know that.
During that time, the company I was working for did some internal
restructuring, and I took the chance to change my position. That al-
lowed me to do a lot more software design and development, again.
I enjoyed that for a while but at the end of 2014, I missed project
management, and I was disappointed because a few potential career
opportunities in that company didn’t work out. I felt stuck in my
position, and I had to change something.
A few months earlier, I had found out that some people run a
successful business based on their blog. They offered online courses,
books and classroom training based on the information they shared
on their blog. To me, that looked like a great opportunity, and I was
wondering if I could do the same. I enjoyed blogging and teaching.
I could be my own boss, making a living on my own terms, working
on tasks and projects I enjoy.
I talked with my wife about it, and we decided to give it a try. I
would invest more time into the blog and try to speak at a few
conferences. The blog didn’t earn any money, so I had to do that on
the side. That approach required a lot of work but didn’t involve any
risks, which is a good thing when you’re the only earner for a family
of three. If it doesn’t work out, I would at least have something
interesting to put on my CV and hopefully some good stories to
tell.
The additional effort paid off in 2015. More people read my blog
Appendix A 398

posts, I published seven articles about different Java EE topics in


German print magazines, spoke at two conferences and gave three
paid workshops. My blog was no longer just a hobby. It became a
side business.
The speed at which the additional effort brought results was incred-
ible. But it also required an amount of work that I couldn’t sustain
for long. In summer 2015, we decided that I should try to reduce the
working hours in my day job so that I could take the Friday off and
work on my side business. Luckily, my boss accepted, and I didn’t
have to do all the work in the evenings and on weekends.
The additional time gave me the chance to work on my first real
product. I created an online training about Hibernate Performance
Tuning based on the workshops I had given. I launched it for the
first time at the beginning of 2016 and another time in the summer
of the same year.
These two launches were the big game changer. They showed that
my side business had the potential to earn us a living. I talked with
my boss again with the goal to reduce my day job to 3 days a week.
He didn’t want to do that, and I gave my notice soon after. Since
then, I’m happier than ever before.
When I look back, I recognize that I had an entrepreneurial mindset
which I tried to but couldn’t use as an employee. That was probably
one of the reasons I often wasn’t satisfied with my job. It took a
while before I finally understood that I could use all these ideas
in a profitable side business without investing tens of thousands
of dollars. That was the beginning of a new career outside of the
normal corporate world.

What does your day to day tend to look like in terms


of the kind of work that you do?

Right now, I’m working on my first book. So, I spent most of my


time writing, planning and learning about book publishing. That’s
Appendix A 399

probably the biggest change since I left the corporate world. When
you start a business and work on your own, you are responsible
for everything. I don’t have a huge team to whom I can delegate
tasks and whose expertise and experience I can use. That makes new
projects, like the book, exciting but also challenging and sometimes
a little bit overwhelming.
When I’m not working on the book, I create content for my blog
and Youtube channel and answer the questions of my readers and
online students.

How would you categorize the nature of most of your


work: Entrepreneurship? Training/coaching? Con-
tent creation? Consulting? App dev?

I categorize most of my tasks as training/coaching and content


creation. But all of them, of course, also have an entrepreneurial
component. I have to run my own business and all actions and
decisions I make have some impact on it. Some activities influence
the positioning of my personal brand or current courses and others
to bring new ideas for future content or products. Even actions that
just feel right, like giving away a particular kind of content for
free or jumping on a free call to discuss someone’s questions, are
in the end not only a coaching or content activity. They are also
entrepreneurial activities that have an impact on my business and
brand. So, it’s always a mix.

Specifically, do you spend a lot of your time program-


ming?

I obviously don’t spend as much time programming as I did in the


past. But I still spend quite some time on it. I try new features or
dive deeper into the performance impacts of existing, well-known
API calls. I need to do that to really understand the things I coach
Appendix A 400

and explain in my blog posts. But I also wouldn’t like my job if I


didn’t spend a good part of my time in the IDE.

How do you balance your time between looking


after business interests (overhead) and the work you
do that offers value? Does the overhead ever seem
burdensome?

I spend almost all of my time on work that offers value, like creating
content for my blog and Youtube channel or answering questions
from my readers and students. I enjoy this kind of work. It provides
value to my community and is the best marketing I can do for my
training offers.
But there is, of course, also some regular paperwork and lots of
repetitive tasks that need to be done. I try to avoid these things and
work with an accountant to do my bookkeeping and tax return and
a virtual assistant who handles most of the repetitive tasks. Working
with these people was probably one of the best decision I’ve made
so far. They allow me to focus on the work I enjoy the most and
that creates the most value for my readers and customers.

In what profit structure(s) do you typically make


money (e.g. hourly consulting/contracting, fixed bid
consulting/contracting, passive, royalties, dividend-
s/salary from your company, etc.)?

I make most of my money with my online training offers. Most


people would probably categorize that as passive. But I’m helping
my students while they work on the course material and when they
apply it for the first time in their projects. That makes them and me
successful. So, it’s not as passive as you might expect.
I also do some paid writing for other websites and publications,
which is a kind of fixed bid contracting.
Appendix A 401

Why do you think there’s such a ceiling, both in pay


and organizational status, for software developers in
the corporate world?

There is a reason why people talk about “climbing the career


ladder”. In most jobs, you change your position and job title, when
you improve and get more responsibilities. The new position brings
more status and sometimes also a nice salary increase. You’re
climbing the next rank of the ladder.
Software developers most often don’t change their position or title.
They might become a senior developer and work on the most
challenging tasks, but they are still a software developer who’s
programming something.
We all know that there’s a huge difference between the work of
a beginner and an experienced senior developer. But there is no
representation for it in the typical corporate career ladder. That
limits the pay and organizational status as long as you need to get
a new position or title to improve it.

There seems to be a common canard in corporate


software development that programming is a game
for the young and that a career-oriented person needs
to stop it and become a manager. What do you
recommend for someone that is ambitious but not
willing to stop programming? How do you avoid the
stigma that programming work is “line level grunt
work?” How do you suggest others avoid it?

First of all, do what you love doing. You spend a huge part of your
life working. Do you really want to do something every day for the
next 20, 30 or 40 years that you don’t enjoy?
There are several things you can do to make a career as a software
developer. You can become a software architect, for example. A
Appendix A 402

good architect spends most of his time on technical tasks and does
a lot of programming.
In a lot of smaller companies, you also have the option to do a
combination of project management and programming, like I did
for a few years. Or you can become the leader of a small team and
still do some programming. You just need to be aware that both
options require you to do at least some and sometimes even a lot
of other work which will reduce the amount of time you spend
programming.
You see, there are a lot of options. It all depends on what you want
to do and the company you’re working for.

What advice do you have for readers of the book that


want to get out of the 9-5 programming game, but
continue to earn a living as technologists?

Ask yourself two questions:

1. What do you want to do?


2. Who’s paying for that?

The first question is the most important and often also the most
difficult to answer.
Try a few different things before you decide how to change your
career. I never expected that I would enjoy writing that much that
I would make it a huge part of my daily work. To be honest, I
hated English at school and was really bad at it. But after I started
blogging, I couldn’t stop.
So, go out there and try a few things. Get a consulting project
and work on it in the evening or on weekends, publish a blog or
magazine article, speak at a local user group or conference, do an
internal training to share your knowledge with your co-workers.
Appendix A 403

Sooner or later you will find something you enjoy so much that
you want to keep doing it.
As soon as you’ve found that, ask yourself who would pay for it.
You can also have a look at what others in your niche are doing.
There will most likely be some people who already made a career
based on a similar passion.
When you’ve answered both questions, you can work on your new
career. Start small and don’t quit when it doesn’t immediately work
out. It will most likely take a while to make the switch. You also
didn’t learn to program in a day.

A lot of readers wanting to be independent might be


worried that they’re taking a big risk. What would
you say to someone at this crossroads?

Yes, going independent seems risky. But you also have no job
security, when you’re an employee. I know of several companies
which laid off a good part of their employees without any warning.
And I don’t know anyone in our niche who worked at the same
company for 20 or 30 years.
You have to decide for yourself how you want to handle this
situation.
Do you want to rely on others to secure your current job and prepare
yourself to find a new position on short notice?
Or do you want to have all information and be in control of all
aspects of your career and income so that you can handle the risks?
Both are valid options, and I definitely know which approach I
prefer. What about you?
Appendix A 404

Sally Lehman

Sally had a limited amount of time and bandwidth to answer


interview questions. I sent her the stock set of questions that I was
asking everyone, and a few additional questions aimed specifically
at her background, asking for higher priority with those. On top of
that, as a salaried employee, not all of the questions were relevant
to her. The result is the Q&A featured below, which

Do you spend a lot of your time programming?

I try to spend about half of my day programming and the other


half of my day figuring out what to program and coordinating with
people, mostly other members of my team..

How do you balance your time between looking


after business interests (overhead) and the work you
do that offers value? Does the overhead ever seem
burdensome?

No, because the companies I’ve worked for have been large enough
to have people overseeing the business aspect, and they were
coordinated enough to not really need me (except to automate
specific things), I haven’t needed to delve into that much.

In what profit structure(s) do you typically make


money (e.g. hourly consulting/contracting, fixed bid
consulting/contracting, passive, royalties, dividend-
s/salary from your company, etc)?
Appendix A 405

Can you tell me a bit about what it was like work-


ing for Github? From an outsider’s perspective, I’ve
heard that they offer open allocation and a whole
lot of freedom. Do I have that right – was that your
experience?

I don’t really know how it is now as it’s been almost three years
since I was there. GitHub was an incredible growth opportunity, and
there was a lot of freedom and open allocation when I started. What
I’ve heard is that it has changed quite a lot, that It is a very different
company than the one I originally started working for. It’s over two
times the size it was in employees. I know that that management
structures have changed and morphed since I was there, and that
there has been lots of churn in c-level folks as well. I think they are
still working to figure out what will work for them.

It looks at a casual glance (LinkedIn), like you’ve fa-


vored working for relatively small, cutting edge tech
companies. What do you look for in a prospective
employer? What are your requirements?

I love technology, but ultimately care about being in a healthy


working environment more than technology. So first thing I look
for is a team that I would enjoy working with and secondly
I look for technical and company structures that are conducive
to being productive, like a group chat system being the hub of
communication (rather than any communication that is by default
one-to-one or undocumented). After that I look for a good mix of
technologies or problem sets that I know and ones i don’t, so there
is opportunity for growth for me and opportunity to deliver highest
value to the company given my experience.
Appendix A 406

You also seem to have a fairly specific/niche focus


in terms of the type of work that you do (working
specifically with email). How does this play into your
relationship with companies and the hiring/search
process? Do you think about flipping that to a con-
sulting practice at some point?

Although my previous three job titles to this one have had ‘mail’ in
the name, I have worked very hard to widen my job description over
the past three years which is why I am a ‘Production Engineer’ now.
I’ve learned that most companies do not value their email reliability
and scalability enough to properly sustain full-time email staff for
the long term. Whlle I enjoy caring for the email structures and
solve problems as they arise using the special experience I have,
I’ve consciously made a career decision to continue to widen my
range of operations knowledge. Consulting has too much overhead
for me personally - as an employee i have the luxury to think mostly
about technology and I don’t want to have the additional huge
responsibility of keeping a business.

In your travels, have you experienced other organi-


zations having structures like (my understanding of)
Github’s, in that they grant you a lot of autonomy
and flexibility?

GitHub has had the highest flexibility of any company that I worked
for, at least when I started working there. The other companies I’ve
worked for have also had significant flexibility, even the relatively
large one, GoDaddy. I have always had the option to be a remote
worker and been on a global team, and where I didn’t have the
flexibility of choosing what to work on, I’ve gotten large tradeoffs
like flexibility in travel and work times and other useful things. I
feel that I’ve just been lucky to have always had this, all the stories
I’ve heard about restrictive companies have been just that. I think
Appendix A 407

any company with a large global & remote workforce will find hard
restrictions difficult to enforce.

Do you do any freelance consulting/moonlighting on


the side? Either way, would the various companies
you’ve worked for have allowed you to do that?

About half of the companies I’ve worked for have had that stipu-
lation that prevented a side job/contract. In one case I negotiated
the possibility, but didn’t end up using the provision. I think if you
are well compensated enough that it’s reasonable to expect that you
devote all the time and mental energy that you have reserved for
work to one company.

Eugen Paraschiv

Can you walk through your background a bit? How


did you come to be doing something other than
following the standard corporate software developer
career arc? What made you decide to do something
different?

My background is quite typical - I studied Computer Science and


then did the corporate thing for a number of years. A few years in
I was getting bored of typical enterprise Java development and so
I started to blog. It wasn’t some well planned decision - but I was
super enthusiastic about writing, so I didn’t really need much to
keep my going.
A couple of years later I started to understand that I could do a
lot more interesting work freelancing, and also that geography was
no longer a constraint. That meant that I could work with clients all
Appendix A 408

over the world - which made a lot more financial sense than staying
local.
Now, I’m working as a 100% remote architect with Uptake, a
Chicago based company - which is quite far from the typical en-
terprise grind. I’m also working on my own products and growing
the content team at Baeldung (around 100 authors).

What does your day to day tend to look like in terms


of the kind of work that you do?

I try to get some structure into my days. Typically, the first part of
my day is work on the site. I help the editorial team, do marketing,
record videos for our next course - things of that nature.
The latter half is focused on client work - working with teams,
coding, reviews. Uptake has skyrocketed from 0 to almost 1000
employees in just two years, so every 6 months or so, what I’m
doing day to day changes.

How would you categorize the nature of most of your


work: Entrepreneurship? Training/coaching? Con-
tent creation? Consulting? App dev?

That’s an interesting question - but one without a simple answer


right now. Part of my work is consulting, and the other part is
entrepreneurship at a high level, and lots of training/coaching at
a more practical level - as I build the team here at Baeldung.

Specifically, do you spend a lot of your time program-


ming?

Not as much as I’d like to, but yes - I still do a lot of coding. I
do some of that in my client work, and some when I’m creating a
Appendix A 409

new product for Baeldung. For example Spring 5 is coming out with
reactive support, so I’m not digging into that and putting together
a workshop.

How do you balance your time between looking


after business interests (overhead) and the work you
do that offers value? Does the overhead ever seem
burdensome? Luckily I always had long term clients
- which may be a combination of my own preference
and the fact that I work in the Java space. That means
I don’t have a ton of overhead when it comes to client
work.

In what profit structure(s) do you typically make


money (e.g. hourly consulting/contracting, fixed bid
consulting/contracting, passive, royalties, dividend-
s/salary from your company, etc)? Half of my income
is the consulting work - which is not hourly, it’s
structured in weekly chunks. And the other half is
sales of my own courses and products through the
site.

Why do you think there’s such a ceiling, both in pay


and organizational status, for software developers in
the corporate world? Lack of imagination in a sense.
Corporations aren’t very quick to adapt to the new
realities in our ecosystem, and most developers aren’t
that quick to take advantage of these either. When a
developer works in that relatively strict structure, yes,
they generally do accept a lot of constraints.

But, when they step outside of that and either become a free agent,
or move towards organizations that share both risk and upside with
their employees - those constraints very quickly start to go away.
Appendix A 410

There seems to be a common canard in corporate


software development that programming is a game
for the young and that a career-oriented person needs
to stop it and become a manager. What do you
recommend for someone that is ambitious but not
willing to stop programming? How do you avoid the
stigma that programming work is “line level grunt
work?” How do you suggest others avoid it?

I really hope we’re outgrowing that script and seeing plenty of


examples of people that code far past their thirties and forties.
Blogging definitely plays an important role here. Right now, I
follow the blogs or more developers that are in their forties than
that of some young whippersnapper. And all of these people code
regularly.
If I were to give advice to a developer that wants to keep coding -
it would be - provide a lot of value. As long as you do that, there
are plenty of companies that have no problem receiving that value,
regardless of your age. That being said, if the driving motivation is
financial - there is certainly that ceiling to be aware of. So, a move
towards becoming a free agent and removing that ceiling entirely
is not a bad way to go.

What advice do you have for readers of the book that


want to get out of the 9-5 programming game, but
continue to earn a living as technologists?

A lot of readers wanting to be independent might be


worried that they’re taking a big risk. What would
you say to someone at this crossroads?

Given my own trajectory - the obvious advice is - start freelanc-


ing/consulting. Now - you can either set money aside and do this
Appendix A 411

abruptly. Or you can do this smoothly over the course of a few


months or even a year (if you’re prepared to push yourself for a
while). I personally did it the slow way, mainly because my risk
tolerance isn’t very high.
One other approach that I’ve seen produce some fantastic results is
productized consulting services. If you’ve never heard the term, it’s
a hybrid between custom consulting work and selling a product. It
has the advantage of not having a lot of startup cost (the best ones
I’ve seen were done over a single weekend) - but still be highly
profitable.
We’re living through a significant and hard to miss shift in the way
we’re developing software. And that basically means that there’s no
longer one script we’re stuck with. There are a lot of opportunities
to take advantage of, if we step a bit outside of our comfort zones.
It would be silly not to take advantage of them.

Dave Rael

First off, if you have any reactions/impressions to


what I’ve said [outlining the message of this book],
that’s certainly welcome.

There is no question there is dysfunction in the way most cor-


poration operate. I always think of Douglas Adams and the Gol-
gafrinchans with all their useless meetings and processes in the
Hitchhiker’s Guide series when thinking of this topic and corporate
culture in general. The future you predict would almost certainly
be an enhancement compared to what I have experiened - both
from the perspective of thought workers having better working
conditions, better wealth-enhancement as a result of the value they
deliver, better problems to solve, and in terms of better results for
Appendix A 412

the organizations they serve as partners rather than as internal


laborers.
Whether the real world moves that direction is a different question.
Trusting an independent expert rather than turning the screws on
a subordinate is a better way in just about any measure of which I
can think, but convincing people who have already acquired rank,
position, and stature in a different model of that truth is a challenge.
As more agencies have been popping up in recent years and a few
organizations emerging with a focus giving good people the trust
to run with what they can do, there’s reason for optimism. This is
a matter of trying to fight the inertia required to turn an aircraft
carrier, though. It’s more than that, too. There are vested interests
in the power structures of corporations, governments, and social
organizations, formal and informal. Trying to improve the lives
of individuals meets lots of resistance from people with contrary
incentives.

Can you walk through your background a bit? How


did you come to be doing something other than
following the standard corporate software developer
career arc? What made you decide to do something
different?

I had a small number of long tenures in jobs. I worked for a large


telecom company as a programmer having not had an education in
computer science in my first software job. I learned on the fly at a
time when the dot com bubble was inflating and programmers were
in great demand. My first project there was great and wonderful and
I loved the team and learned at an incredible rate. Later projects
were exactly what you’d expect at a huge corporation with all
the bureaucracy, overbuilt process nonsense, misaligned incentives,
hurry-up-and-wait nature, and lack of impact. I stayed at that job,
though completely bored, for a long time due to the bursting of
the bubble and the complete reciprocal of the previous demand for
programmers.
Appendix A 413

When I did get another job, it was for a small-and-growing com-


pany. I joined a team of 2 operations guys and 2 programmers
and grew with the company to a time where there were over 30
developers and many other IT personnel. I was promoted through
different developer titles and ultimately named architect. I stayed
there longer than I should have as it became a large organization
because I was comfortable and didn’t make the effort to find new
challenges I knew I needed to make.
It was a great feeling of dissatisfaction with the lack of growth
I had been undertaking and feeling like I have so much more to
offer that (much later than it should have) ultimately prompted
me to leave and try independent work. I worked a few app dev
contracts and had some family health issues that prompted me to
take some time off. During that time off I started blogging and
later podcasting. When savings ran low I returned to doing some
contracting/consulting, but with less relish.

What does your day to day tend to look like in terms


of the kind of work that you do?

It varies now. I have broken out of the idea that I need to be contin-
uously employed and move from one project to the next. Increasing
rates has certainly made that more realistic. Since establishing an
audience via podcasting, I spend quite a bit of time trying to serve
that audience.
I now seek shorter engagements and value downtime. I intend to
move toward more entrepreneurial endeavors including monetizing
content creation and product development, but progress on trying
to approach earning a living has been slow. I continue to create
audio content and a little bit of text and like to work on streamlining
and automating my processes for that.
Sometimes I have clients with whom I am working and do most
of that remotely. Sometimes I go onsite for limited engagements,
Appendix A 414

but have come to dislike doing so and will probably be avoiding


that in the future. In a given day I may be recording interviews,
writing code, meeting with clients, editing audio, writing show
notes, interacting with podcast listeners and community members,
writing blog posts.

How would you categorize the nature of most of your


work: Entrepreneurship? Training/coaching? Con-
tent creation? Consulting? App dev?

I have mostly done staff-augmentation labor work as a contractor,


which is different from full-time employment, but not that differ-
ent. I have consulted a little and intend to do more of that. Earning
some entrepreneurial income resulting from having an audience
has started and I intend to expand that. I have done some training,
but only a little. Coaching is of interest to me, but I have yet to
explore that route, probably more on an individual basis than with
organizations.

Specifically, do you spend a lot of your time program-


ming?

Yes. Not most of my time, but a significant portion.

How do you balance your time between looking


after business interests (overhead) and the work you
do that offers value? Does the overhead ever seem
burdensome?

The overhead is not really burdensome. I don’t do a lot of seeking


opportunities. Most of them find me. Using software for accounting
and such makes things pretty easy.
Appendix A 415

In what profit structure(s) do you typically make


money (e.g. hourly consulting/contracting, fixed bid
consulting/contracting, passive, royalties, dividend-
s/salary from your company, etc)?

Mostly hourly contracting but moving hourly stuff toward consult-


ing. I have written proposals for fixed bid consulting/contracting
and would love to have that replace hourly entirely, but have yet to
have any takers on one of those proposals. I’ve made a little money
from podcast sponsorship and donors, but so far pretty insignificant.

Why do you think there’s such a ceiling, both in pay


and organizational status, for software developers in
the corporate world?

There are several reasons. Probably chief among that is that a signif-
icant portion of software developers are terrible marketers. Not only
terrible at knowing and articulating their worth, but emotionally
tied to an idea that marketing is beneath them. Combine that
with a technical focus and an emotional undercurrent in thinking
that making money in ways other than delivering software is a
lesser pursuit finds developers tending to limit their own value.
Programmers are seen by many as being interchangeable, too.
When viewed as a commodity, we are treated as a commodity.

There seems to be a common canard in corporate


software development that programming is a game
for the young and that a career-oriented person needs
to stop it and become a manager. What do you
recommend for someone that is ambitious but not
willing to stop programming? How do you avoid the
stigma that programming work is “line level grunt
work?” How do you suggest others avoid it?

Entrepreneurship is the obvious answer to a place where creating


Appendix A 416

software can have an unlimited upside. It also has unlimited down-


side, though. I have absolutely hated my experiences with being a
manager and had mostly just accepted that that meant there were
going to be limitations on what I could do.
I do think that creating an audience via content creation will
ultimately lead to alternatives, but it’s a long road that pays off only
after significant investment. A future with the freelancer-driven
organizations in the gig economy would provide a great alternative
with less risk, ability to be rewarded while on the climb, and
opportunity to make great impact. There are probably opportunities
like that now, but I don’t know that I’ve seen them.

What advice do you have for readers of the book that


want to get out of the 9-5 programming game, but
continue to earn a living as technologists?

First and foremost: patience. Escaping the rat race does not happen
quickly. I still have a long way to go. Next, building an audience is
a great way to enhance everything you have to offer. It can expand
your options for sources of income, ways to find clients, and help
you learn about parts of your personality and expertise you didn’t
know existed. Creation of content in some form is a must in this
new world where creating content is easy. Building an audience is
not easy and it is slow, but creating valuable content is something
you can do today. If you are consistently serving communities, you
can start to build one of your own.

A lot of readers wanting to be independent might be


worried that they’re taking a big risk. What would
you say to someone at this crossroads?

Being an independent laborer is not greatly different than being


an employee. It’s not greatly better or worse and the risk is not
Appendix A 417

terribly different, especially in a high-demand environment. Once


establishing high enough rates/bids, one is able to sustain downtime
with stress and may even come to welcome and anticipate it.
Additionally, full-time employment is not without risk. It’s not even
certain the risks there are less.

John Sonmez

First off, if you have any reactions/impressions to


what I’ve said [outlining the message of this book],
that’s certainly welcome.

I definitely agree with your viewpoint on this. Most in house


software projects fail and they fail miserably. But, companies keep
doing them because they don’t know of an alternative and they
think that their environment and domain is so unique and specific
that outside consultants can’t understand it and build software for
it.
Salesforce.com has already started to challenge this kind of think-
ing, by replacing a large amount of in house software with a
commercial off the shelf solution which can be customized by
consultants.

Can you walk through your background a bit? How


did you come to be doing something other than
following the standard corporate software developer
career arc? What made you decide to do something
different?

I started off as the typical software developer, working both in the


corporate world and the small company / startup space. I also spent
Appendix A 418

a large amount of my early career in contract positions, which were


really staff augmentation for larger companies.
I did pretty well by most people’s standards. I had good jobs. I made
really good money, but I eventually hit a cap. I hit a point where
it didn’t matter how much more experience I had or how much I
developed my skills, I just wasn’t going to be paid a higher salary or
contract rate. So, I started looking for alternatives, not consciously,
at first, but I was just trying to do more things and figure out if
there were other ways I could make more money on the side.
I ended up creating some mobile apps and creating a my blog at
http://simpleprogrammer.com. The mobile apps made some decent
money, but nothing to write home about, but the blog–now that
was interesting. It didn’t make me money directly, but it got me
notoriety.
Suddenly people knew who I was. Suddenly I had some authority.
I say suddenly, but it definitely wasn’t suddenly. It took a few
years to get real traction on the blog, but when I did, BAM. I
was getting emails and calls with all kinds of job opportunities, to
work directly, but also to do real consulting. I started doing podcast
interview, making my own podcasts, speaking at conferences, and
other activities to really market myself and the opportunities just
kept increasing. One of the best ones was the opportunity to create
developer training courses for Pluralsight–I ended up creating 55
courses for them.
Eventually though, the blog itself started making money. I released
my first product called “How to Market Yourself as a Software
Developer,” based on the experience I was having with branding
myself and increasing my reputation as a software developer. I
started to realize that more and more of my popular content was not
just technical, but the content focused on soft skills and personal
growth. So, I made a pivot and shifted my Simple Programmer
business to helping developers develop their soft skills in addition
to the technical ones.
Appendix A 419

I published my first real book with Manning, “Soft Skills: The


Software Developer’s Life Manual,” and then I basically became “the
guy,” in terms of teaching software developer’s soft skills.
And that’s what I do now. I’ve created several other products which
I sell through Simple Programmer, I produce 2-3 YouTube videos
a day, still blog, am working on another book, and do podcasting
and speaking, all related to the idea of teaching software developers
how to achieve their goals by focusing on personal growth and
development.

What does your day to day tend to look like in terms


of the kind of work that you do?

Well now, that depends heavily on the day.


Most days I spend the first hour of my day writing. I heavily use
the Pomodoro technique, along with a Kanban board to manage my
week.⁹² So, I’ll usually spend the first two Pomodori writing. I find
that it is best to start with the biggest or most difficult task of the
day–and for most people, that’s usually writing.
Then, I’ll usually move on to whatever projects I have going. I
always have some other project going, whether it be recording a
video course, writing a guide, optimizing something in the business,
hiring someone, or doing interviews. I try to tackle one project at a
time, but I have a list of at least 100 that I know would benefit the
business.
Right now, I also record 2-3 new YouTube videos each day and of
course, no matter what I do, I have plenty of email to deal with.
I’d say that most of my work is creative work, producing tons of
content and the rest of it is working on the business to improve it,
optimize sales, reduce costs and grow.
⁹²https://www.youtube.com/watch?v=W9k0OhJkjQ0
Appendix A 420

How would you categorize the nature of most of your


work: Entrepreneurship? Training/coaching? Con-
tent creation? Consulting? App dev?

Definitely mostly entrepreneurship and content creating at this


point. I very rarely write code anymore and I do limited training
and coaching now.
I try to focus mostly on things that scale and will create a long
lasting value for me. That is why I focus on content so much.

Specifically, do you spend a lot of your time program-


ming?

Almost zero. I may change that next year as I get into more technical
topics and create more programming related content and products.
But, right now, it just doesn’t make sense for me to code–even
though I miss it a great deal.

How do you balance your time between looking


after business interests (overhead) and the work you
do that offers value? Does the overhead ever seem
burdensome?

It’s difficult. Especially in regards to email. I get tons of email. I have


an employee who answers as much of it as he can, but there is still
a ton of it.
There are also plenty of other overhead activities that only really I
can do and that need to be done. So, it is burdensome, but I always
schedule the value work first. That’s why I spend the first hour of
my day writing. I’ll even skip email for a day or two if there is some
project I am working on that I don’t want to interrupt. I also make
sure that I’m constantly producing content and I create quotas for
Appendix A 421

that content each week or day so that I can’t get off track and spend
too much time on overhead.
But running a business will always have overhead, that’s just part
of being an entrepreneur.

In what profit structure(s) do you typically make


money (e.g. hourly consulting/contracting, fixed bid
consulting/contracting, passive, royalties, dividend-
s/salary from your company, etc)?

A huge chunk of my income comes for royalties, both the royalties


I make from my Pluralsight courses and from my book. I keep that
as a separate business from Simple Programmer through.
I also make a large amount of my personal income from my real
estate investments. I’ve been investing in real estate since I was 19.
As for the business, specifically, Simple Programmer, we get the
largest amount of revenue from product sales of digital products.
After that, advertising is probably the 2nd biggest income source
and then affiliate commissions, (Amazon referrals and the like.)
There are a few other minor income sources. I’ll do some coaching
and consulting. I’ll get speaking fees for speaking at conferences or
events.
I take a salary from Simple Programmer, but I try to reinvest profits
into growing the company–at least right now.

Why do you think there’s such a ceiling, both in pay


and organizational status, for software developers in
the corporate world?

It all has to do with risk. Entrepreneurs will always have the


potential to make more money, because they are willing to take
Appendix A 422

on more risk. People complain all the time about big, greedy
corporations and how they should pay their employees more or
they treat business owners like the devil, but they don’t understand
risk/reward. The more you risk the higher the potential reward.
As a software developer working at a corporate job, you have
zero risk. In fact, you have negative risk, because you are pretty
much going to get your pay check no matter what, the chances
of you being fired are small, and if you do get laid off, you are
probably getting a healthy severance package. I’m not trying to
knock employees, by any means, being an employee is a perfectly
valid choice–especially if you are highly risk adverse.
But, if you want to make more money and smash through the glass
ceiling, you are going to have to either take more risk or provide
a huge amount of more value–or both. That’s just how the world
works. I didn’t invent it. If you go out on your own, if you freelance
or start your own business, you are going to be taking on much
more risk, but you can also make a lot more money.

There seems to be a common canard in corporate


software development that programming is a game
for the young and that a career-oriented person needs
to stop it and become a manager. What do you
recommend for someone that is ambitious but not
willing to stop programming? How do you avoid the
stigma that programming work is “line level grunt
work?” How do you suggest others avoid it?

Well, first of all that’s ridiculous. I know plenty of “old” software


developers. Look at Bob Martin (Uncle Bob.)
I think a good amount of older developers try to claim age discrim-
ination and say that software development is only for the young,
when in reality software development is only for those who choose
to never stop learning and keep their skills up to date. Software
development is more of a meritocracy than most other professions,
Appendix A 423

so it kind of pissed of people who’ve “paid their dues,” but haven’t


stayed up to date on technology.
But, to address the bigger issues, I’d say that as a software developer
who wants to continue to advance their career past senior software
developer or some other such level has two choices:

1. Go out on their own and freelance and charge a rate that is


much higher than they could possibly get at a corporate job
or even contract position.
2. Join a very large technical corporation like Microsoft, HP,
IBM, Google or Apple where they specifically have technical
tracks where you can continue to advance as a software de-
veloper without going into management. Then you can get a
cool title like “Senior Fellow, or Distinguished Technologist.”

To answer your question a third way, yes programming is grunt


work. That is in comparison to running a business or commanding
an entire division.
I’m not saying this to knock programming. I love programming. I
am a programmer at heart.
But, I am saying this from practical experience. Obviously I had to
stop coding, because it wasn’t worth my time and not the best and
most profitable use of my time. I can’t change the world by writing
code, but I can by doing what I am doing. It doesn’t mean I don’t
love to code or that I’ll never do it again, it just means that I realize
that programming is a technician activity–and it always will be.
Expect programming to become more and more commoditized over
time–especially as general education increases. It doesn’t mean you
can’t do it. It doesn’t mean you can’t love it.
And you should definitely expand your abilities beyond just pro-
gramming code and become a more valuable software developer
by adding communication skills, architecture, and true software
Appendix A 424

development expertise into your arsenal. But, you should realize


that there will always be limits to what one programming can do,
because programming is not an activity that has a huge amount of
leverage on its own. Yes, creating products that change the world is
high leverage, but you don’t have to know how to program to do
that.
Programming is a tool that gets other things done. Programming
itself can not change the world.

What advice do you have for readers of the book that


want to get out of the 9-5 programming game, but
continue to earn a living as technologists?

Start with a side project and / or a side business. Work your 9-


5 and then when you come home work your side business for 4
more hours. Do this for several years. Feel what it is like to work on
weekends and to spend that much time working. If you can’t hack
it, stick to the 9-5, if you can, you should be able to generate enough
income to barely cover your expenses and quit your regular job.
What are you talking about John, that’s crazy!?
Yes, it is crazy, but that is what it is like to start your own business–
at least the first few years. If you want to become an entrepreneur
you have to make sure you can do it first and if you can’t hold
down a full time job and build a side business, you can’t build a
full time entrepreneurial business–you’ll wash out. Better to wash
out while you still have that paycheck coming in and before you’ve
mortgaged your house and sunk all your savings into your brilliant
idea.
Oh, and I’m an optimist.
Seriously though, you can do it and I want you to do it. But it’s
going to require about 10x the work you think it will and it will be
10x as difficult.
Appendix A 425

Read the book “The 10x Rule” by Grant Cardone⁹³, “The E-Myth
Revisited” by Michael Gerber⁹⁴, and “The War of Art” by Steven
Pressfield⁹⁵, before you even think of “leaving the nest.”

A lot of readers wanting to be independent might be


worried that they’re taking a big risk. What would
you say to someone at this crossroads?

Yes, you are. Remember what I said about risk versus reward. But,
there is good news, if you do it like I said above, you’ll be reducing
that risk to almost nothing. You’ll be trading pain, time and hard
work for risk–oh yeah, forgot to tell you you could do that. It’s
called elbow grease and it’s the greatest risk reducer of all time.
But yeah, there will still be risk, but life itself is risky. Always take
risk–just take calculated ones.
When you walk across the street or fly in an airplane, you take a
risk. More so when you drive a car more than a couple hundred feet.
Too many of us are too afraid to risk. We are afraid of uncertainty.
We want it all nailed down and charted out.
Well, let me tell you something from experience, life is boring
that way–it’s not worth living. Don’t be stupid and quit your job,
max our your credit cards, give your boss the finger and head to
Starbucks to work on your next great idea, but don’t be so afraid to
live that you watch all your dreams die on the vine. I’d rather see
you fall flat on your face and biff it and not follow any of my advice
than to live a boring-ass mediocre life full of “what ifs.” Excuse my
language, but “fuck that.”

⁹³http://amzn.to/2kKCjOD
⁹⁴http://amzn.to/2kFa1mk
⁹⁵http://amzn.to/2kF0J9I

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