Divinations

Get smarter about business strategy.

Dec 17, 2019

How Competition Works

It’s not like war, but it’s not like art class, either.

Jul 3, 2020

Product Case Study: HEY

A radical new take on email

May 9, 2020

How creators can go “on tour” on the internet

Growing an audience ain’t what it used to be

Apr 10, 2020

Notion’s $2b Valuation is Sensible, Probably

Three Shorts: Notion, Roam, and “Time Preference”

May 1, 2020

“Shop” from Shopify: right problem, wrong solution

Opening a marketplace creates complicated new tradeoffs

Dec 15, 2019

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

Feb 5, 2020

How Clay Christensen’s failure helped me process my own

A eulogy for a larger-than-life thinker

Feb 19, 2020

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

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

Jan 20, 2020

Brianne Kimmel’s Momentum Investing

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

Oct 11, 2020

Why winners sometimes take all, and sometimes don’t

Lessons from ecology’s “competitive exclusion principle”

Jun 23, 2020

5 interesting strategy decisions from WWDC

Decoding Apple's intentions

Nov 18, 2020

Three Shorts: Instagram, Spotify, Substack

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

May 20, 2020

PepsiCo goes DTC

One new strategy. Two new websites.

Sep 1, 2020

Disrupting Disruption: Helmer’s Razor

Can disruption be simplified?

Jun 13, 2020

Why I wouldn’t invest in consumer health hardware

(Ceci n’est pas investment advice.)

May 31, 2020

Kernel Strategies

Six attributes of high-traction startups

Oct 21, 2020

Who Gets to Solve Death?

The two types of “death tech” companies

Mar 20, 2020

Does Sonos have a moat?

Sonos filled homes with silky smooth sound, but it’s questionable if their strategic decisions made them anything more than commodity hardware.

Jan 30, 2020

The Five Forces—video edition!

Trying something new - what do you think?

Mar 5, 2020

Dominance Friction

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

Jan 10, 2020

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

Sep 29, 2020

Intangible Returns

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

Jul 8, 2020

Announcing: Means of Creation

A new talk show starring Li Jin and yours truly

Nov 11, 2020

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!