Three Shorts: Facebook Portal — back from the dead!; an advertising arbitrage opportunity; a funny story about the power of incentives
Your questions and critiques, answered!
A new talk show starring Li Jin and yours truly
Also in Three Shorts: Amazon buying Wondery, and Calm's $2b valuation
A radical new take on email
Happy Friday! Above is a recording of me narrating this week’s essay explaining bundle economics, “Bundle Magic.” I tried something a littl
On newsletters, platforms, marketplaces, and more
Growing an audience ain’t what it used to be
Decoding Apple's intentions
A eulogy for a larger-than-life thinker
An introduction to one of Michael Porter’s most enduring frameworks
Three shorts: the strategy behind the news, in as few bullet points as possible.
A little Learning is a dang'rous Thing;Drink deep, or taste not the Pierian Spring:There shallow Draughts intoxicate the Brain,And drinking
Sonos filled homes with silky smooth sound, but it’s questionable if their strategic decisions made them anything more than commodity hardware.
Opening a marketplace creates complicated new tradeoffs
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
Trying something new - what do you think?
On Snap's take on TikTok, Apple's developer fee reduction, and Vox's talent attrition.
On newsletters, courses, and creator marketing
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
