Divinations

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Divinations

Why is Netflix more profitable than Spotify?

Three Shorts — April 2nd, 2020

27 🔒 Apr 2, 2020 by Nathan Baschez

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The Three Systems Beneath Network Effects

An exclusive excerpt from a16z general partner Andrew Chen’s new book, The Cold Start Problem

25 Dec 6, 2021 by Nathan Baschez and Andrew Chen

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How creators can go “on tour” on the internet

Growing an audience ain’t what it used to be

25 May 9, 2020 by Nathan Baschez

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Notes on ConstitutionDAO

A few quick observations

24 🔒 Nov 18, 2021 by Nathan Baschez

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Three Shorts: Axios, Crunchyroll, Periscope

The strategy behind the news, in as few bullet points as possible

24 🔒 Dec 16, 2020 by Nathan Baschez

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Three Shorts: Snap, Apple, Vox

On Snap's take on TikTok, Apple's developer fee reduction, and Vox's talent attrition.

24 🔒 Nov 25, 2020 by Nathan Baschez

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Why I like Dispo

David Dobrik’s new photo-sharing app just might be a winner.

24 🔒 Feb 20, 2021 by Nathan Baschez

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The Product Wedge: How To Scope Your Initial Product

How and why early-stage startups sacrifice power for growth

23 🔒 Jul 16, 2021 by Nathan Baschez and Austin Langlinais

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Dominance Friction

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

23 Mar 5, 2020 by Dan Shipper and Nathan Baschez

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The two biggest critiques of web3, analyzed

With a little help from Clay Christensen, strategy legend

23 🔒 Nov 12, 2021 by Nathan Baschez

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Friendly Competition and Subtle Defection

My wife and I recently bought our first home and we’re expecting our first child soon, so, as you can imagine, we’ve been doing a lot of wor

22 🔒 Apr 7, 2022 by Nathan Baschez

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

Hiten Shah on why “garbage in, garbage out” applies to strategy, too.

22 Feb 19, 2020 by Nathan Baschez

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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

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Strategy Drunk

A little Learning is a dang'rous Thing;Drink deep, or taste not the Pierian Spring:There shallow Draughts intoxicate the Brain,And drinking

20 Dec 15, 2019 by Nathan Baschez

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5 interesting strategy decisions from WWDC

Decoding Apple's intentions

20 🔒 Jun 23, 2020 by Nathan Baschez

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PepsiCo goes DTC

One new strategy. Two new websites.

20 🔒 May 20, 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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Kernel Strategies

Six attributes of high-traction startups

19 🔒 May 31, 2020 by Nathan Baschez

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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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“Shop” from Shopify: right problem, wrong solution

Opening a marketplace creates complicated new tradeoffs

19 May 1, 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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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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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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The Athlete as Creator

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

15 🔒 Dec 15, 2021 by Matt Ragland