Divinations

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

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.

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

Spotify’s Upcoming “Open Access Platform” is as Surprising as it is Awesome

I hope it becomes a new paradigm for the creator economy

Year Two

A messy slog that changed everything for me

Introducing Divinations

A new conduit for knowledge of business strategy

Book Review: Slouching Towards Utopia

The origins of economic progress, and what comes next

What good is strategy right now?

A conflict of interest

Why Sh*t is Hitting the Fan

How the Fed accidentally scuttled your Series B, simply explained

How Valuation Works

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

Strategy should be painful

Businesses plateau for two reasons: Their strategy is wrong (Wrong Strategy Syndrome) They fail to execute any strategy at all (Fuzzy Strat

A Post-Mortem for Social Podcast Discovery

Three reasons why RSS still dominates in audio, but not text.

Is Axie Infinity a Ponzi Scheme?

To Axie Infinity And Beyond!

Elon is Right: Twitter Should Open Up the Algorithm

Commoditizing tweets’ complement (the algorithm) will increase usage and rebuild trust