Divinations

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Divinations

What good is strategy right now?

A conflict of interest

44 Jun 5, 2020 by Nathan Baschez

Divinations

The Infinite Article

How close are we to having a personal AI that can write the perfect thing just for us?

43 Sep 28, 2022 by Nathan Baschez

Divinations

Technology Waves and How to Ride Them

Advice for Generalist Founders

43 Nov 16, 2022 by Nathan Baschez

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Why Sh*t is Hitting the Fan

How the Fed accidentally scuttled your Series B, simply explained

42 🔒 May 12, 2022 by Nathan Baschez

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How Valuation Works

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

41 🔒 Nov 4, 2021 by Nathan Baschez and Eric Thompson

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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

40 Jul 11, 2020 by Nathan Baschez

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A Post-Mortem for Social Podcast Discovery

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

40 🔒 Feb 5, 2021 by Nathan Baschez

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Is Axie Infinity a Ponzi Scheme?

To Axie Infinity And Beyond!

40 🔒 Dec 17, 2021 by Nathan Baschez and Ryan Broderick

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Elon is Right: Twitter Should Open Up the Algorithm

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

39 Apr 15, 2022 by Nathan Baschez

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The Four Strategies

How to understand the essence of any business

38 🔒 Feb 11, 2020 by Nathan Baschez

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Twitter’s Longform Strategy

What does the future hold for readers and writers on Twitter?

38 🔒 Aug 20, 2021 by Nathan Baschez

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Your actual competition

A guide to Porter’s “Five Forces” framework—through the lens of Spotify

37 🔒 Jan 16, 2020 by Nathan Baschez

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Why I Love Working at Startups

A friendly rebuttal

37 🔒 May 21, 2021 by Nathan Baschez

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How Competition Works

It’s not like war, but it’s not like art class, either.

34 🔒 Dec 17, 2019 by Nathan Baschez

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Disrupting Disruption

Strategy’s most famous theory could be wrong

33 Jul 19, 2020 by Nathan Baschez

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Strategy Smells

Hints that your strategy isn't working

33 🔒 Sep 4, 2020 by Nathan Baschez

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Notion’s $2b Valuation is Sensible, Probably

Three Shorts: Notion, Roam, and “Time Preference”

30 🔒 Apr 10, 2020 by Nathan Baschez

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Product Case Study: HEY

A radical new take on email

29 🔒 Jul 3, 2020 by Nathan Baschez

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How Power Works in Venture Capital

Is being Sequoia actually pretty easy?

29 🔒 Sep 7, 2021 by Nathan Baschez

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Why is Netflix more profitable than Spotify?

Three Shorts — April 2nd, 2020

27 🔒 Apr 2, 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.

26 Mar 5, 2020 by Dan Shipper and Nathan Baschez

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My Philosophy of Product Building (Part II)

Building your v1

25 Nov 30, 2022 by Nathan Baschez

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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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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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The Product Wedge: How To Scope Your Initial Product

How and why early-stage startups sacrifice power for growth

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