Sonos filled homes with silky smooth sound, but it’s questionable if their strategic decisions made them anything more than commodity hardware.
Whether or not you’ve already had the chance to read Does Sonos have a moat?, I think you’ll love this week’s conversation with Adam Keeslin
This is the audio edition of Understanding the Covid-19 Recession. If you’d like these to be delivered to your podcast app every week, clic
What happens when an economy holds its breath?
Three Shorts — April 2nd, 2020
Good afternoon! Here’s the audio version of the Quibi essay that Adam Keesling and I published today. It’s narrated by me, and the first few
Short-form premium video is here to stay.
This week on the Divinations podcast, Adam Keesling and I are interviewed by our pal Dan Shipper about our Quibi prediction piece! How to Li
Three Shorts: Notion, Roam, and “Time Preference”
We made a bundle, and you're grandfathered in!
Today only: a bundle of your favorite Substack publications for 60% off
How to make 1 + 1 = 3
Three Shorts: Facebook Portal — back from the dead!; an advertising arbitrage opportunity; a funny story about the power of incentives
Happy Friday! Above is a recording of me narrating this week’s essay explaining bundle economics, “Bundle Magic.” I tried something a littl
The surprisingly compelling audio app that has consumed my life
This is the audio edition of Inside the Clubhouse, narrated by me!
What the speaker company’s new music play is really all about
Opening a marketplace creates complicated new tradeoffs
An introduction to Clay Christensen’s most underrated idea: “The Conservation of Modularity”
Growing an audience ain’t what it used to be
The original cloud kitchen, ten years before it was cool
One new strategy. Two new websites.
It’s time to compete. Not complain.
Six attributes of high-traction startups
