Divinations

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Divinations

Why is Netflix more profitable than Spotify?

Three Shorts — April 2nd, 2020

🔒 Apr 2, 2020 by Nathan Baschez

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Instagram can’t recreate TikTok’s Magic

The content format is a red herring. What really matters is the structure and purpose of TikTok’s network, which is antithetical to Instagram.

Aug 24, 2020 by Nathan Baschez

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How creators can go “on tour” on the internet

Growing an audience ain’t what it used to be

May 9, 2020 by Nathan Baschez

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Strategy Drunk

A little Learning is a dang'rous Thing;Drink deep, or taste not the Pierian Spring:There shallow Draughts intoxicate the Brain,And drinking

Dec 15, 2019 by Nathan Baschez

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Disrupting Disruption: Helmer’s Razor

Can disruption be simplified?

🔒 Sep 1, 2020 by Nathan Baschez

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“Shop” from Shopify: right problem, wrong solution

Opening a marketplace creates complicated new tradeoffs

May 1, 2020 by Nathan Baschez

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PepsiCo goes DTC

One new strategy. Two new websites.

🔒 May 20, 2020 by Nathan Baschez

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5 interesting strategy decisions from WWDC

Decoding Apple's intentions

🔒 Jun 23, 2020 by Nathan Baschez

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Why winners sometimes take all, and sometimes don’t

Lessons from ecology’s “competitive exclusion principle”

🔒 Oct 11, 2020 by Nathan Baschez

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Great strategies depend on great inputs — here’s how to find them.

Hiten Shah on why “garbage in, garbage out” applies to strategy, too.

Feb 19, 2020 by Nathan Baschez

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Three Shorts: Instagram, Spotify, Substack

The strategy behind the news, in as few bullet points as possible

🔒 Nov 18, 2020 by Nathan Baschez

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Kernel Strategies

Six attributes of high-traction startups

🔒 May 31, 2020 by Nathan Baschez

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Why I wouldn’t invest in consumer health hardware

(Ceci n’est pas investment advice.)

🔒 Jun 13, 2020 by Nathan Baschez

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The Five Forces—video edition!

Trying something new - what do you think?

🔒 Jan 30, 2020 by Nathan Baschez

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How Clay Christensen’s failure helped me process my own

A eulogy for a larger-than-life thinker

Feb 5, 2020 by Nathan Baschez

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Who Gets to Solve Death?

The two types of “death tech” companies

Oct 21, 2020 by Taylor Majewski

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Intangible Returns

How strict prioritization processes cause malaise, and why you should take gut instinct more seriously in your planning process.

🔒 Sep 29, 2020 by Nathan Baschez

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Announcing: Means of Creation

A new talk show starring Li Jin and yours truly

🔒 Jul 8, 2020 by Nathan Baschez

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Three Shorts: Fast’s 1b valuation, McPlant’s power move, and Apple’s disruptive M1 chip

Hello! Welcome to Three Shorts, a recurring series where I unpack the strategy behind the news in as few bullet points as possible. Enjoy!

🔒 Nov 11, 2020 by Nathan Baschez

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Sahil’s Second Act (audio edition)

Hello again! Yesterday after I published the Sahil Lavingia interview I received a tweet from my friend Alex: https://twitter.com/CantHardyW

Jan 10, 2020 by Nathan Baschez

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Brianne Kimmel’s Momentum Investing

How the founder of WorkLife Ventures built one of Silicon Valley’s most sought after emerging funds from scratch.

Jan 20, 2020 by Nathan Baschez

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Dominance Friction

Jesse Beyroutey, partner at IA Ventures, on why some companies achieve dominance while others get bogged down.

Mar 5, 2020 by Nathan Baschez

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How to use incentive alignment to unlock faster growth (in the real world)

My recent interview with Jesse Beyroutey solidified a hunch that I’ve been nursing for awhile: Incentive alignment is one of the most import

🔒 Mar 12, 2020 by Nathan Baschez

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What I got wrong about Quibi

A post-mortem for a failed prediction, and a failed startup

🔒 Oct 22, 2020 by Nathan Baschez

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Ben Gilbert on how Acquired launched their paid podcast

It’s weird, but in some ways, side projects require better strategy than regular businesses. They’re so easy to quit. Even if you love it, y

Dec 19, 2019 by Nathan Baschez