Nathan Baschez

May 19, 2020

PepsiCo goes DTC

One new strategy. Two new websites.

Dec 15, 2020

Three Shorts: Axios, Crunchyroll, Periscope

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

Oct 21, 2020

#37 - Better Business Writing

What began as a weekly “Great Writing” meeting is now the newest member of the bundle! Dan and Nathan reflect on how their joint desire to g

Aug 30, 2021

Understanding The Culture and Commerce Driving NFTs

"I like the idea of culture being more valuable and more people being able to profit from their taste" - Kyle Chayka

Jul 3, 2020

#9 - Tech vs Media hits a new low

Why is there so much animosity between the tech industry and journalists? Dan and Nathan try to sort through the muck.

Apr 28, 2020

Sonos Radio: We’re Gonna Need a Bigger Moat

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

Sep 9, 2020

Improve Your Content Diet, with Polina Marinova

She distills the secrets of the world's most successful people & companies

Oct 14, 2020

Striking Out as an Independent Tech Journalist, with Casey Newton

And the future of social media platforms

Nov 11, 2020

#43 - The Power of Constraints

Nathan walks Dan through the ideas and strategy behind his new Divinations series, Three Shorts. How do you get from the Zone of Ignorance t

Dec 15, 2020

Side Hustle or Job Replacement? What Platforms Like Poshmark Are Really Providing

News Roundup #13: lottery meets YouTuber, Reddit’s Dubsmash acquisition, and a database with 20,000+ newsletters

Jul 15, 2020

#12 - It’s Disruption Week!! (part 1)

Dan and Nathan are both writing about Clay Christensen’s iconic theory of disruption, so we decided the second week of July every year is go

Jun 16, 2021

The Creator MBA

Creators are businesses. Over time, they will start to act like it.

Sep 1, 2020

How to be a person on the Internet, with Visakan Veerasamy

Or, why friendly ambitious nerds will change the world

Aug 5, 2020

#17 - How should we compensate creators?

Nathan and Dan discuss how a new kind of media business model requires them to rethink how to fairly compensate writers for the bundle. Ho

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

Jul 22, 2020

#14 - Focus pocus

As the Everything bundle grows, Nathan’s focus seems to have disappeared. Dan helps him troubleshoot, and by the end of the episode, we deci

Sep 29, 2020

Intangible Returns

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

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 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 8, 2020

Announcing: Means of Creation

A new talk show starring Li Jin and yours truly

Dec 2, 2020

Why Slack Was Willing to Sell

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

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

Jan 4, 2021

“Why Content is King” Follow-ups

Your questions and critiques, answered!

Jun 22, 2020

5 interesting strategy decisions from WWDC

Decoding Apple's intentions