Divinations

Get smarter about business strategy.

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

Apr 7, 2022

Friendly Competition and Subtle Defection

My wife and I recently bought our first home and we’re expecting our first child soon, so, as you can imagine, we’ve been doing a lot of wor

May 1, 2020

“Shop” from Shopify: right problem, wrong solution

Opening a marketplace creates complicated new tradeoffs

Mar 11, 2022

How To Buy The Dip

Is now a great time to buy? Or a terrible one?

May 20, 2022

How To Time The Market (Or Not)

A Book Review of “Mastering the Market Cycle”

Jan 16, 2022

Eric Newcomer on 2022 Startup Trends

Eric Newcomer is one of the smartest and most plugged in newsletter writers in tech. This week he'll be joining Nathan, Dan, and Evan in the

Nov 25, 2020

Three Shorts: Snap, Apple, Vox

On Snap's take on TikTok, Apple's developer fee reduction, and Vox's talent attrition.

Sep 1, 2020

Disrupting Disruption: Helmer’s Razor

Can disruption be simplified?

Sep 29, 2020

Intangible Returns

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

Dec 16, 2020

Three Shorts: Axios, Crunchyroll, Periscope

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

Dec 19, 2019

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

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.

Dec 12, 2019

Competitive Strategy, by Michael Porter

The "Divinations" Summary / Review

Apr 1, 2021

Human Speculation

BitClout is a new service that allows anyone to create a publicly-tradable token. Will it work? What effect could it have?

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

Jul 23, 2020

Means of Creation #3: Lenny Rachitsky

On newsletters, platforms, marketplaces, and more

Aug 2, 2020

Disrupting Disruption Pt. 2 — Ben Thompson

The “divine discontent” critique

Jan 5, 2021

“Why Content is King” Follow-ups

Your questions and critiques, answered!

Jun 23, 2020

5 interesting strategy decisions from WWDC

Decoding Apple's intentions

Dec 12, 2019

The Library

All reviews of books, podcasts, articles, etc

Oct 28, 2020

Facebook’s cloud gaming strategy: smarter than it seems

The return of Three Shorts!

Mar 6, 2020

Divinations Podcast #002 - Discussing “Dominance Friction” with Dan Shipper

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

May 7, 2021

Fashion’s Digital Future

Why I bought an outfit I’ll never wear IRL

Jul 8, 2020

Announcing: Means of Creation

A new talk show starring Li Jin and yours truly