Nathan Baschez

Nov 10, 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 7, 2020

“The value chain” is the DNA of business

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

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

Apr 16, 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

Mar 27, 2020

Understanding the Covid-19 Recession

What happens when an economy holds its breath?

Sep 3, 2020

Strategy Smells

Hints that your strategy isn't working

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

Apr 1, 2020

Why is Netflix more profitable than Spotify?

Three Shorts — April 2nd, 2020

Sep 3, 2020

Announcement!

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

Apr 5, 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

Oct 19, 2020

Passion Economy News #5: The Prop 22 Debate, Substack’s Mentorship Program, OnZoom’s Event Discovery Push, Business Insider’s potential Morning Brew Acquisition, and More

Read to the end for how women face unique challenges in the passion economy

Dec 1, 2020

Why Slack Was Willing to Sell

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

Jul 8, 2020

Announcing: Means of Creation

A new talk show starring Li Jin and yours truly

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

May 1, 2020

“Shop” from Shopify: right problem, wrong solution

Opening a marketplace creates complicated new tradeoffs

May 9, 2020

How creators can go “on tour” on the internet

Growing an audience ain’t what it used to be

Dec 2, 2020

All Things Technology, Film, and Media, with Eugene Wei

And understanding how psychology affects consumer behavior

Dec 11, 2019

Competitive Strategy, by Michael Porter

The "Divinations" Summary / Review

Jul 3, 2020

Product Case Study: HEY

A radical new take on email

Apr 25, 2020

[audio] Inside the Clubhouse

This is the audio edition of Inside the Clubhouse, narrated by me!

Aug 14, 2020

#20 - Couples therapy ft. executive coach Brian Wang

Brian Wang joins Nathan and Dan on a special episode that’s longer than usual! Brian’s an executive coach who helps founders with the emoti

Oct 31, 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

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

Oct 24, 2020

#38 - RIP Quibi

Dan and Nathan eulogize Quibi – and extend some sympathy to anyone who has a big idea. How did you feel about this episode? Amazing • Good