Divinations

Get smarter about business strategy.

Apr 30, 2022

Twitter as a City-State

The Argument for Democracy in Cyberspace

Apr 22, 2022

DALL·E 2 and The Origin of Vibe Shifts

By Means of Natural Selection

Apr 15, 2022

Elon is Right: Twitter Should Open Up the Algorithm

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

Apr 7, 2022

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

Mar 31, 2022

Recursive Publishing

A force to be reckoned with

Mar 22, 2022

Screw it, I’m investing in Peloton

I’m in at $22.51—we’ll see what happens next.

Mar 16, 2022

Substack’s Ideology

The point isn’t just to make money—it’s to change the systems that human attention flows through. You can’t understand Substack without understanding this.

Mar 11, 2022

How To Buy The Dip

Is now a great time to buy? Or a terrible one?

Feb 26, 2022

Peloton’s Next Move: Become a Platform

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

Feb 2, 2022

The Psychology of Strategy

How to see what you aren't seeing

Jan 21, 2022

Year Two

A messy slog that changed everything for me

Jan 16, 2022

Eric Newcomer on 2022 Startup Trends

Eric Newcomer is one of the smartest and most plugged in newsletter writers in tech. This week he'll be joining Nathan, Dan, and Evan in the

Dec 17, 2021

Is Axie Infinity a Ponzi Scheme?

To Axie Infinity And Beyond!

Dec 15, 2021

The Athlete as Creator

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

Dec 6, 2021

The Three Systems Beneath Network Effects

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

Nov 18, 2021

Notes on ConstitutionDAO

A few quick observations

Nov 12, 2021

The two biggest critiques of web3, analyzed

With a little help from Clay Christensen, strategy legend

Nov 4, 2021

How Valuation Works

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

Oct 13, 2021

How Memes Control Everything

The Economics of Belief Transmission

Oct 5, 2021

What is “Intrinsic” Value?

And does it matter?

Sep 30, 2021

The Market Wedge: How to Pick Your Initial Market

How and why early-stage startups sacrifice growth for power

Sep 21, 2021

Will DAOs replace Corporations?

Or, how NounsDAO plans to take over the world

Sep 13, 2021

Overcoming Web3 Bias

How to navigate strange new paradigms that could change everything—unless they don’t.

Sep 7, 2021

How Power Works in Venture Capital

Is being Sequoia actually pretty easy?