Divinations

Get smarter about business strategy.

Mar 20, 2020

Does Sonos have a moat? [audio]

This is a subscriber-only audio edition of the most recent Divinations essay: “Does Sonos have a moat?” It’s narrated and edited by me, Nath

Mar 23, 2020

Divinations Podcast #003 — Discussing Sonos’s moat (or lack thereof)

Whether or not you’ve already had the chance to read Does Sonos have a moat?, I think you’ll love this week’s conversation with Adam Keeslin

Mar 27, 2020

Understanding the Covid-19 Recession

What happens when an economy holds its breath?

Mar 27, 2020

Understanding the Covid-19 Recession [audio]

This is the audio edition of Understanding the Covid-19 Recession. If you’d like these to be delivered to your podcast app every week, clic

Apr 2, 2020

Why is Netflix more profitable than Spotify?

Three Shorts — April 2nd, 2020

Apr 6, 2020

Quibi Will Be A Multi-Billion Dollar Company

Short-form premium video is here to stay.

Apr 6, 2020

[audio] Quibi Will Be a Multi-Billion Dollar Company

Good afternoon! Here’s the audio version of the Quibi essay that Adam Keesling and I published today. It’s narrated by me, and the first few

Apr 8, 2020

Divinations Podcast #004 - On Quibi

This week on the Divinations podcast, Adam Keesling and I are interviewed by our pal Dan Shipper about our Quibi prediction piece! How to Li

Apr 10, 2020

Notion’s $2b Valuation is Sensible, Probably

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

Apr 13, 2020

You now have full access to Superorganizers

We made a bundle, and you're grandfathered in!

Apr 13, 2020

Introducing the Divinations + Superorganizers Bundle!

Today only: a bundle of your favorite Substack publications for 60% off

Apr 16, 2020

Bundle Magic

How to make 1 + 1 = 3

Apr 17, 2020

Bundle Magic [audio & spreadsheet]

Happy Friday! Above is a recording of me narrating this week’s essay explaining bundle economics, “Bundle Magic.” I tried something a littl

Apr 17, 2020

What can we learn from Facebook Portal?

Three Shorts: Facebook Portal — back from the dead!; an advertising arbitrage opportunity; a funny story about the power of incentives

Apr 24, 2020

Inside the Clubhouse

The surprisingly compelling audio app that has consumed my life

Apr 25, 2020

[audio] Inside the Clubhouse

This is the audio edition of Inside the Clubhouse, narrated by me!

Apr 29, 2020

Sonos Radio: We’re Gonna Need a Bigger Moat

What the speaker company’s new music play is really all about

May 1, 2020

“Shop” from Shopify: right problem, wrong solution

Opening a marketplace creates complicated new tradeoffs

May 4, 2020

Finding Power

An introduction to Clay Christensen’s most underrated idea: “The Conservation of Modularity”

May 9, 2020

How creators can go “on tour” on the internet

Growing an audience ain’t what it used to be

May 15, 2020

How Domino’s Stock Returned 4,595%

The original cloud kitchen, ten years before it was cool

May 20, 2020

PepsiCo goes DTC

One new strategy. Two new websites.

May 21, 2020

The open podcast ecosystem is dying — here’s how to save it.

It’s time to compete. Not complain.

May 31, 2020

Kernel Strategies

Six attributes of high-traction startups