Divinations

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Divinations

PepsiCo goes DTC

One new strategy. Two new websites.

20 🔒 May 20, 2020 by Nathan Baschez

Divinations

Intangible Returns

How strict prioritization processes cause malaise, and why you should take gut instinct more seriously in your planning process.

20 🔒 Sep 29, 2020 by Nathan Baschez

Divinations

Why winners sometimes take all, and sometimes don’t

Lessons from ecology’s “competitive exclusion principle”

19 🔒 Oct 11, 2020 by Nathan Baschez

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Disrupting Disruption: Helmer’s Razor

Can disruption be simplified?

19 🔒 Sep 1, 2020 by Nathan Baschez

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The Market Wedge: How to Pick Your Initial Market

How and why early-stage startups sacrifice growth for power

18 🔒 Sep 30, 2021 by Nathan Baschez and Eric Thompson

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“Shop” from Shopify: right problem, wrong solution

Opening a marketplace creates complicated new tradeoffs

18 May 1, 2020 by Nathan Baschez

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Kernel Strategies

Six attributes of high-traction startups

18 🔒 May 31, 2020 by Nathan Baschez

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The Five Forces—video edition!

Trying something new - what do you think?

18 🔒 Jan 30, 2020 by Nathan Baschez

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Why I wouldn’t invest in consumer health hardware

(Ceci n’est pas investment advice.)

18 🔒 Jun 13, 2020 by Nathan Baschez

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Spotify Bets on Apple Antitrust

Their new paid podcast feature only makes sense in a world where in-app purchase rules are relaxed.

16 🔒 Aug 27, 2021 by Nathan Baschez

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What is “Intrinsic” Value?

And does it matter?

15 🔒 Oct 5, 2021 by Nathan Baschez

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The Athlete as Creator

How new regulations have brought college athletes into the creator economy, big time

15 🔒 Dec 15, 2021 by Matt Ragland

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How Clay Christensen’s failure helped me process my own

A eulogy for a larger-than-life thinker

15 Feb 5, 2020 by Nathan Baschez

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Dominance Friction

Jesse Beyroutey, partner at IA Ventures, on why some companies achieve dominance while others get bogged down.

14 Mar 5, 2020 by Nathan Baschez

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Announcing: Means of Creation

A new talk show starring Li Jin and yours truly

14 🔒 Jul 8, 2020 by Nathan Baschez

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Sahil’s Second Act (audio edition)

Hello again! Yesterday after I published the Sahil Lavingia interview I received a tweet from my friend Alex: https://twitter.com/CantHardyW

13 Jan 10, 2020 by Nathan Baschez

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Human Speculation

BitClout is a new service that allows anyone to create a publicly-tradable token. Will it work? What effect could it have?

13 🔒 Apr 1, 2021 by Nathan Baschez

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How to use incentive alignment to unlock faster growth (in the real world)

My recent interview with Jesse Beyroutey solidified a hunch that I’ve been nursing for awhile: Incentive alignment is one of the most import

12 🔒 Mar 12, 2020 by Nathan Baschez

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What I got wrong about Quibi

A post-mortem for a failed prediction, and a failed startup

11 🔒 Oct 22, 2020 by Nathan Baschez

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The Library

All reviews of books, podcasts, articles, etc

10 🔒 Dec 12, 2019 by Nathan Baschez

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Does Sonos have a moat?

Sonos filled homes with silky smooth sound, but it’s questionable if their strategic decisions made them anything more than commodity hardware.

10 Mar 20, 2020 by Nathan Baschez

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Brianne Kimmel’s Momentum Investing

How the founder of WorkLife Ventures built one of Silicon Valley’s most sought after emerging funds from scratch.

10 Jan 20, 2020 by Nathan Baschez

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“Why Content is King” Follow-ups

Your questions and critiques, answered!

9 🔒 Jan 5, 2021 by Nathan Baschez

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Facebook’s cloud gaming strategy: smarter than it seems

The return of Three Shorts!

9 🔒 Oct 28, 2020 by Nathan Baschez

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Competitive Strategy, by Michael Porter

The "Divinations" Summary / Review

9 🔒 Dec 12, 2019 by Nathan Baschez