Divinations

Get smarter about business strategy.

Subscribe
Divinations

The Five Forces—video edition!

Trying something new - what do you think?

18 🔒 Jan 30, 2020 by Nathan Baschez

Divinations

“Shop” from Shopify: right problem, wrong solution

Opening a marketplace creates complicated new tradeoffs

18 May 1, 2020 by Nathan Baschez

Divinations

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

Divinations

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

Divinations

Announcing: Means of Creation

A new talk show starring Li Jin and yours truly

14 🔒 Jul 8, 2020 by Nathan Baschez

Divinations

Dominance Friction

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

13 Mar 5, 2020 by Nathan Baschez

Divinations

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

Divinations

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

Divinations

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

Divinations

What I got wrong about Quibi

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

11 🔒 Oct 22, 2020 by Nathan Baschez

Divinations

The Library

All reviews of books, podcasts, articles, etc

10 🔒 Dec 12, 2019 by Nathan Baschez

Divinations

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

Divinations

Ben Gilbert on how Acquired launched their paid podcast

It’s weird, but in some ways, side projects require better strategy than regular businesses. They’re so easy to quit. Even if you love it, y

9 Dec 19, 2019 by Nathan Baschez

Divinations

“Why Content is King” Follow-ups

Your questions and critiques, answered!

9 🔒 Jan 5, 2021 by Nathan Baschez

Divinations

Facebook’s cloud gaming strategy: smarter than it seems

The return of Three Shorts!

9 🔒 Oct 28, 2020 by Nathan Baschez

Divinations

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.

9 Mar 20, 2020 by Nathan Baschez

Divinations

Competitive Strategy, by Michael Porter

The "Divinations" Summary / Review

9 🔒 Dec 12, 2019 by Nathan Baschez

Divinations

Sonos Radio: We’re Gonna Need a Bigger Moat

What the speaker company’s new music play is really all about

8 🔒 Apr 29, 2020 by Nathan Baschez

Divinations

What can we learn from Facebook Portal?

Three Shorts: Facebook Portal — back from the dead!; an advertising arbitrage opportunity; a funny story about the power of incentives

8 🔒 Apr 17, 2020 by Nathan Baschez

Divinations

Why Slack Was Willing to Sell

Three shorts: the strategy behind the news, in as few bullet points as possible.

8 🔒 Dec 2, 2020 by Nathan Baschez

Divinations

Great strategies depend on great inputs — here’s how to find them.

Two new things this week for subscribers! I narrated an audio version of this article just for paying subscribers like you. I’m going to do

7 🔒 Feb 19, 2020 by Nathan Baschez

Divinations

Why AT&T is betting the farm on HBO Max

Also in Three Shorts: Amazon buying Wondery, and Calm's $2b valuation

7 🔒 Dec 9, 2020 by Nathan Baschez

Divinations

Disrupting Disruption: Alex Danco

Two theories; one of them good

6 🔒 Aug 9, 2020 by Nathan Baschez

Divinations

Disrupting Disruption Pt. 2 — Ben Thompson

The “divine discontent” critique

6 🔒 Aug 2, 2020 by Nathan Baschez

Divinations

Inside Overstock’s strategy shift from horizontal to vertical

Geoff Atkinson, the former SVP Marketing at Overstock, explains how strategy shifts can emerge through experimentation

5 Jan 28, 2020 by Nathan Baschez