Divinations

Get smarter about business strategy.

Feb 9, 2021

[Test from Staging] Creeping as a Service (CraaS)

How Spoonbill reveals our obsession with identity

Feb 5, 2021

A Post-Mortem for Social Podcast Discovery

Three reasons why RSS still dominates in audio, but not text.

Jan 5, 2021

“Why Content is King” Follow-ups

Your questions and critiques, answered!

Dec 18, 2020

Why Content is King

How media creates power

Dec 16, 2020

Three Shorts: Axios, Crunchyroll, Periscope

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

Dec 9, 2020

Why AT&T is betting the farm on HBO Max

Also in Three Shorts: Amazon buying Wondery, and Calm's $2b valuation

Dec 3, 2020

LinkedIn’s Alternate Universe

How the professional platform makes networking weird

Dec 2, 2020

Why Slack Was Willing to Sell

Three shorts: the strategy behind the news, in as few bullet points as possible.

Nov 25, 2020

Three Shorts: Snap, Apple, Vox

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

Nov 18, 2020

Three Shorts: Instagram, Spotify, Substack

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

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!

Oct 28, 2020

Facebook’s cloud gaming strategy: smarter than it seems

The return of Three Shorts!

Oct 22, 2020

What I got wrong about Quibi

A post-mortem for a failed prediction, and a failed startup

Oct 21, 2020

Who Gets to Solve Death?

The two types of “death tech” companies

Oct 11, 2020

Why winners sometimes take all, and sometimes don’t

Lessons from ecology’s “competitive exclusion principle”

Sep 29, 2020

Intangible Returns

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

Sep 18, 2020

Roam’s road ahead

How the tool for networked thought can grow into its $200m valuation

Sep 4, 2020

Strategy Smells

Hints that your strategy isn't working

Sep 3, 2020

Announcement!

Plus, how to be a person on the Internet, with Visakan Veerasamy

Sep 1, 2020

Disrupting Disruption: Helmer’s Razor

Can disruption be simplified?

Aug 24, 2020

Instagram can’t recreate TikTok’s Magic

The content format is a red herring. What really matters is the structure and purpose of TikTok’s network, which is antithetical to Instagram.

Aug 12, 2020

The inventors of “the passion economy” thesis, live on Zoom

I'm interviewing Li Jin and Adam Davidson on Friday!

Aug 9, 2020

Disrupting Disruption: Alex Danco

Two theories; one of them good

Aug 2, 2020

Means of Creation #5: Nathan Barry

On newsletters, courses, and creator marketing