Divinations

Get smarter about business strategy.

Jul 27, 2022

Instagram’s Existential Bet

They’re betting the farm on Reels. Will it blow up in their face?

Apr 12, 2023

Twitter is Fragmenting

People want to be fragmented now

Mar 1, 2023

How Ideas Grow

Narratives have network effects

Jun 29, 2022

What kind of company do you want to build?

Scale, speed, or freedom: choose two

Nov 2, 2022

What to Do After You Launch

Say you just launched a product to a group of users for the first time. What now?

Aug 20, 2021

Twitter’s Longform Strategy

What does the future hold for readers and writers on Twitter?

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

Oct 19, 2022

How Lex Happened

25,000 users in 24 hours

Aug 31, 2022

Intelligent Tools

A third revolution in software is happening, and we’re just beginning to understand it.

May 21, 2020

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

It’s time to compete. Not complain.

Nov 4, 2021

How Valuation Works

A guide to the “right way” (discounted cash flow analysis), and why “everything is dumb right now.”

Mar 8, 2023

Book Review: Mastery

How to gain serenity *and* success with one weird trick (care less about results, and learn to love the process)

Nov 23, 2022

My Philosophy of Product Building

Mastering the art of 0 to 1

Oct 12, 2022

Will the Metaverse replace PCs?

Meta thinks it will, and they are betting everything on it.

Aug 24, 2022

⚠️ Time to BeWorried ⚠️

Viral photo app BeReal has a unique feature, but not a unique network.

Dec 6, 2021

The Three Systems Beneath Network Effects

An exclusive excerpt from a16z general partner Andrew Chen’s new book, The Cold Start Problem

Feb 1, 2023

The Endgame for AI-generated Writing

What will happen to the internet?

May 12, 2022

Why Sh*t is Hitting the Fan

How the Fed accidentally scuttled your Series B, simply explained

Jul 10, 2021

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

Oct 5, 2022

Good Positioning Makes Everything Easier

Here’s how to do it well

Oct 26, 2022

Writing with Machines

How AI will—and won’t—change writing

Feb 2, 2022

The Psychology of Strategy

How to see what you aren't seeing

Sep 21, 2022

Figma’s Layered Lessons

Or, how to learn something useful from big events

Jan 25, 2023

Advice for Building in AI

Separating the signal from the noise