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Divinations

The Psychology of Strategy

How to see what you aren't seeing

64 🔒 Feb 2, 2022 by Nathan Baschez

Reddit’s missing business model: Embedding commerce in culture

A deep dive into the monetization challenges of Reddit and the road to profitability it can take by embracing creators.

12 🔒 Nov 18, 2021 by Rohit Kaul

Means of Creation

Legitimacy Lost

How Creator Platforms Are Eroding Their Most Important Resource

66 Oct 14, 2021 by Li Jin and Katie Parrott

Napkin Math

Should you invest in Wish? An S-1 Analysis

A look inside the S-1 of Wish. Included is the background of Wish, a look at their margins, how the universal postal union is changing their cost structure, how their CAC is rising and if they are viable long-term.

85 Dec 1, 2020 by Adam Keesling

Divinations

Three Shorts: Instagram, Spotify, Substack

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

58 🔒 Nov 18, 2020 by Nathan Baschez

Divinations

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

55 🔒 Nov 11, 2020 by Nathan Baschez

Almanack

Oatly: The New Coke

Fool me once, shame on you...

85 Aug 7, 2020 by Nat Eliason

Divinations

The open podcast ecosystem is dying — here’s how to save it.

It’s time to compete. Not complain.

89 🔒 May 21, 2020 by Nathan Baschez

Divinations

Finding Power

An introduction to Clay Christensen’s most underrated idea: “The Conservation of Modularity”

100 🔒 May 4, 2020 by Nathan Baschez