An introduction to Clay Christensen’s most underrated idea: “The Conservation of Modularity”
♥ 90 🔒 May 4, 2020 by Nathan Baschez
Opening a marketplace creates complicated new tradeoffs
♥ 18 May 1, 2020 by Nathan Baschez
What the speaker company’s new music play is really all about
♥ 8 🔒 Apr 29, 2020 by Nathan Baschez
This is the audio edition of Inside the Clubhouse, narrated by me!
♥ 3 🔒 Apr 25, 2020 by Nathan Baschez
The surprisingly compelling audio app that has consumed my life
♥ 238 Apr 24, 2020 by Nathan Baschez
Three Shorts: Facebook Portal — back from the dead!; an advertising arbitrage opportunity; a funny story about the power of incentives
♥ 8 🔒 Apr 17, 2020 by Nathan Baschez
Happy Friday! Above is a recording of me narrating this week’s essay explaining bundle economics, “Bundle Magic.” I tried something a littl
♥ 1 🔒 Apr 17, 2020 by Nathan Baschez
How to make 1 + 1 = 3
♥ 71 Apr 16, 2020 by Nathan Baschez
Today only: a bundle of your favorite Substack publications for 60% off
♥ 3 Apr 13, 2020 by Nathan Baschez
We made a bundle, and you're grandfathered in!
♥ 3 🔒 Apr 13, 2020 by Nathan Baschez
Three Shorts: Notion, Roam, and “Time Preference”
♥ 29 🔒 Apr 10, 2020 by Nathan Baschez
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
♥ 3 Apr 8, 2020 by Nathan Baschez
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
♥ 3 🔒 Apr 6, 2020 by Nathan Baschez
Short-form premium video is here to stay.
♥ 53 Apr 6, 2020 by Nathan Baschez
Three Shorts — April 2nd, 2020
♥ 27 🔒 Apr 2, 2020 by Nathan Baschez
This is the audio edition of Understanding the Covid-19 Recession. If you’d like these to be delivered to your podcast app every week, clic
♥ 1 🔒 Mar 27, 2020 by Nathan Baschez
What happens when an economy holds its breath?
♥ 48 Mar 27, 2020 by Nathan Baschez
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
♥ 0 Mar 23, 2020 by Nathan Baschez
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
♥ 1 🔒 Mar 20, 2020 by Nathan Baschez
Sonos filled homes with silky smooth sound, but it’s questionable if their strategic decisions made them anything more than commodity hardware.
♥ 9 Mar 20, 2020 by Nathan Baschez
My recent interview with Jesse Beyroutey solidified a hunch that I’ve been nursing for awhile: Incentive alignment is one of the most import
♥ 12 🔒 Mar 12, 2020 by Nathan Baschez
The Divinations Podcast is back! (If you want to add it to your podcast app, press “add to podcast app” by the audio player above!) This wee
♥ 5 Mar 6, 2020 by Nathan Baschez
Hey subscribers! Here is the audio version of the Jesse Beyroutey interview on Dominance Friction. If you haven’t already, I strongly encour
♥ 0 🔒 Mar 5, 2020 by Nathan Baschez
Jesse Beyroutey, partner at IA Ventures, on why some companies achieve dominance while others get bogged down.
♥ 13 Mar 5, 2020 by Nathan Baschez
Hey! Something special today :) I always wanted to release the raw audio of the interviews I do. But part of the magic of the original inter
♥ 4 Feb 21, 2020 by Nathan Baschez
