Divinations

Noise-Canceling Filters for the Internet are Coming

What happens when “the algorithm” is just a prompt to GPT-4?

Will DAOs replace Corporations?

Or, how NounsDAO plans to take over the world

Three Shorts: Instagram, Spotify, Substack

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

Finding Power: How To Do Market Analysis

A step-by-step process for uncovering the power dynamics that govern any industry

Three Shorts: Fast’s 1b valuation, McPlant’s power move, and Apple’s disruptive M1 chip

Hello! Welcome to Three Shorts, a recurring series where I unpack the strategy behind the news in as few bullet points as possible.Enjoy!Fas

Peloton’s Next Move: Become a Platform

Opening up to external content is the only way to ensure durability, scalability, and defensibility.

Year Two

A messy slog that changed everything for me

Trade-offs are your friend

You probably can't have your cake and eat it too. But that's just fine.

healthOS

Apple is building an operating system for health

57 Jun 12, 2020

Quibi Will Be A Multi-Billion Dollar Company

Short-form premium video is here to stay.

The Boy Who Cried Unicorn

Rating my predictions from 2020: what worked, what didn’t, and what I learned along the way

“The value chain” is the DNA of business

An introduction to one of Michael Porter’s most enduring frameworks

Sahil’s Second Act

Gumroad’s founder shares what he’s learned about strategy, product, and growth.

Twitter as a City-State

The Argument for Democracy in Cyberspace

Understanding the Covid-19 Recession

What happens when an economy holds its breath?

Status as a Disservice

The blue check fiasco reveals a shallow understanding of how status motivates participation in social networks. Here is a deeper look.

The Infinite Article

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

Technology Waves and How to Ride Them

Advice for Generalist Founders

What to Do After You Launch

Say you just launched a product to a group of users for the first time. What now?

Introducing Divinations

A new conduit for knowledge of business strategy

Spotify’s Upcoming “Open Access Platform” is as Surprising as it is Awesome

I hope it becomes a new paradigm for the creator economy

What good is strategy right now?

A conflict of interest

Book Review: Slouching Towards Utopia

The origins of economic progress, and what comes next

Twitter Is Fragmenting

The future of social networks is in smaller communities

Is Axie Infinity a Ponzi Scheme?

To Axie Infinity And Beyond!