Divinations

How Physics Explains Business

Physics metaphors are everywhere in business. If you follow where they lead, you end up in fascinating places

Overcoming Web3 Bias

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

Figma’s Layered Lessons

Or, how to learn something useful from big events

The Endgame for AI-generated Writing

What will happen to the internet?

What is a Business?

An expansive question that has surprisingly practical value

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

The Psychology of Strategy

How to see what you aren't seeing

Good Positioning Makes Everything Easier

Here’s how to do it well

How Domino’s Stock Returned 4,595%

The original cloud kitchen, ten years before it was cool

Map of a Downturn

Untangling the complex causal chain that makes good times go bad

How Memes Control Everything

The Economics of Belief Transmission

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

How to Prioritize a Roadmap

10 theses for building better products

Quibi Will Be A Multi-Billion Dollar Company

Short-form premium video is here to stay.

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.

Finding Power: How To Do Market Analysis

A step-by-step process for uncovering the power dynamics that govern any industry

Trade-offs are your friend

You probably can't have your cake and eat it too. But that's just fine.

Twitter as a City-State

The Argument for Democracy in Cyberspace

Sahil’s Second Act

Gumroad’s founder shares what he’s learned about strategy, product, and growth.

Understanding the Covid-19 Recession

What happens when an economy holds its breath?

“The value chain” is the DNA of business

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