Happy Friday! Above is a recording of me narrating this week’s essay explaining bundle economics, “Bundle Magic.” I tried something a littl
How to make 1 + 1 = 3
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Three Shorts: Notion, Roam, and “Time Preference”
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
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
Short-form premium video is here to stay.
Three Shorts — April 2nd, 2020
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
What happens when an economy holds its breath?
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
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
Sonos filled homes with silky smooth sound, but it’s questionable if their strategic decisions made them anything more than commodity hardware.
My recent interview with Jesse Beyroutey solidified a hunch that I’ve been nursing for awhile: Incentive alignment is one of the most import
The Divinations Podcast is back! (If you want to add it to your podcast app, press “add to podcast app” by the audio player above!) This wee
Hey subscribers! Here is the audio version of the Jesse Beyroutey interview on Dominance Friction. If you haven’t already, I strongly encour
Jesse Beyroutey, partner at IA Ventures, on why some companies achieve dominance while others get bogged down.
Hey! Something special today :) I always wanted to release the raw audio of the interviews I do. But part of the magic of the original inter
Two new things this week for subscribers! I narrated an audio version of this article just for paying subscribers like you. I’m going to do
Hiten Shah on why “garbage in, garbage out” applies to strategy, too.
How to understand the essence of any business
A eulogy for a larger-than-life thinker
Trying something new - what do you think?
