Nathan Baschez

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!Fas

Jan 8, 2020

“The value chain” is the DNA of business

An introduction to one of Michael Porter’s most enduring frameworks

Oct 20, 2020

Understanding How Internet Culture Works, with Taylor Lorenz

And what it means to be a journalist in 2020

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

May 9, 2020

How creators can go “on tour” on the internet

Growing an audience ain’t what it used to be

Sep 1, 2020

Disrupting Disruption: Helmer’s Razor

Can disruption be simplified?

Sep 4, 2020

Strategy Smells

Hints that your strategy isn't working

Mar 27, 2020

Understanding the Covid-19 Recession

What happens when an economy holds its breath?

Nov 10, 2020

News Roundup #8: Could the Trump bump turn into a Trump slump?

Read to the end for live streaming insights for music creators

Jul 3, 2020

Product Case Study: HEY

A radical new take on email

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

Dec 2, 2020

Why Slack Was Willing to Sell

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

May 1, 2020

“Shop” from Shopify: right problem, wrong solution

Opening a marketplace creates complicated new tradeoffs

Dec 7, 2021

Should Creators Own Their Means of Creation?

Erik Forman on how to counteract the precarious realities of today’s platform economy

Sep 3, 2020

Announcement!

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

Sep 30, 2020

#31 - Talk Therapy is a mission focused podcast

Dan and Nathan process Coinbase’s decision to disengage from any political issues outside their core focus. What were they trying to do? Wha

Oct 7, 2020

#33 - How to use Spatial Organizing

Dan takes Nathan through his Superorganizers piece on Spatial Organizing. The technique is useful for a pretty much any project, from writin

Dec 12, 2019

Competitive Strategy, by Michael Porter

The "Divinations" Summary / Review

Sep 9, 2020

#26 - A post-vacation catch-up

Nathan and Dan discuss Superorganizers and Bundle Digest updates and the books they read on vacation. Books mentioned: Of Mice and Men by J

Mar 5, 2020

Dominance Friction [audio]

Hey subscribers! Here is the audio version of the Jesse Beyroutey interview on Dominance Friction. If you haven’t already, I strongly encour

Aug 12, 2020

#19 - What should we do with our weekly digest?

Nathan and Dan talk through the experiments they’ve run with the weekly Sunday digests and what they’re going to try next. Here’s the link t

Sep 23, 2020

#29 - Casey Newton goes independent, what does it mean?

File this one under “the unbundling of media”: Veteran reporter Casey Newton has left his job at The Verge and is launching his own Substac

Nov 1, 2020

#40 - Engagement is the ice cream, polarization is the vegetables

Taking a hard look at Substack’s top ten after yet another chaotic week for media (and for everything else), Dan and Nathan dig into the Pub