Divinations

Why Content is King

How media creates power

Inside the Clubhouse

The surprisingly compelling audio app that has consumed my life

Complexity Convection

The lifecycle of a business is to be born simple, grow complex, and then die.

Roam’s road ahead

How the tool for networked thought can grow into its $200m valuation

DALL·E 2 and The Origin of Vibe Shifts

By Means of Natural Selection

Instagram can’t recreate TikTok’s Magic

The content format is a red herring. What really matters is the structure and purpose of TikTok’s network, which is antithetical to Instagram.

Bundle Magic

How to make 1 + 1 = 3

Substack’s Ideology

The point isn’t just to make money—it’s to change the systems that human attention flows through. You can’t understand Substack without understanding this.

Finding Power

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

Will HEY Work?

The dust has settled. Now what?

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

It’s time to compete. Not complain.

Screw it, I’m investing in Peloton

I’m in at $22.51—we’ll see what happens next.

The Inner Ring of The Internet

Hi, Nathan here! It’s been too long, I know!! I’ve got a big piece on product wedges coming out next week, but today I am so excited to shar

How Domino’s Stock Returned 4,595%

The original cloud kitchen, ten years before it was cool

The Psychology of Strategy

How to see what you aren't seeing

How Memes Control Everything

The Economics of Belief Transmission

Map of a Downturn

Untangling the complex causal chain that makes good times go bad

Recursive Publishing

A force to be reckoned with

Will DAOs replace Corporations?

Or, how NounsDAO plans to take over the world

Three Shorts: Instagram, Spotify, Substack

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

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

Overcoming Web3 Bias

How to navigate strange new paradigms that could change everything—unless they don’t.

healthOS

Apple is building an operating system for health

♥ 54 Jun 12, 2020

Peloton’s Next Move: Become a Platform

Opening up to external content is the only way to ensure durability, scalability, and defensibility.

Quibi Will Be A Multi-Billion Dollar Company

Short-form premium video is here to stay.