Divinations

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Divinations

How Valuation Works

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

1 Nov 4, 2021 by Nathan Baschez and Eric Thompson

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Is Axie Infinity a Ponzi Scheme?

To Axie Infinity And Beyond!

Dec 17, 2021 by Nathan Baschez and Ryan Broderick

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A Post-Mortem for Social Podcast Discovery

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

4 Feb 5, 2021 by Nathan Baschez

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Why Sh*t is Hitting the Fan

How the Fed accidentally scuttled your Series B, simply explained

1 May 12, 2022 by Nathan Baschez

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Twitter’s Longform Strategy

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

5 Aug 20, 2021 by Nathan Baschez

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Why I Love Working at Startups

A friendly rebuttal

3 May 21, 2021 by Nathan Baschez

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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

Jul 11, 2020 by Nathan Baschez

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Your actual competition

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

Jan 16, 2020 by Nathan Baschez

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The Four Strategies

How to understand the essence of any business

Feb 11, 2020 by Nathan Baschez

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My Philosophy of Product Building (Part III)

On launching and learning

Dec 7, 2022 by Nathan Baschez

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Disrupting Disruption

Strategy’s most famous theory could be wrong

Jul 19, 2020 by Nathan Baschez

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How Competition Works

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

Dec 17, 2019 by Nathan Baschez

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Strategy Smells

Hints that your strategy isn't working

Sep 4, 2020 by Nathan Baschez

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How Power Works in Venture Capital

Is being Sequoia actually pretty easy?

Sep 7, 2021 by Nathan Baschez

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My Philosophy of Product Building (Part II)

Building your v1

Nov 30, 2022 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

Jul 16, 2021 by Nathan Baschez and Austin Langlinais

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Notion’s $2b Valuation is Sensible, Probably

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

Apr 10, 2020 by Nathan Baschez

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Product Case Study: HEY

A radical new take on email

Jul 3, 2020 by Nathan Baschez

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The two biggest critiques of web3, analyzed

With a little help from Clay Christensen, strategy legend

Nov 12, 2021 by Nathan Baschez

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Why is Netflix more profitable than Spotify?

Three Shorts — April 2nd, 2020

Apr 2, 2020 by Nathan Baschez

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Notes on ConstitutionDAO

A few quick observations

Nov 18, 2021 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

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

May 9, 2020 by Nathan Baschez

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Why I like Dispo

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

3 Feb 20, 2021 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.

Mar 5, 2020 by Dan Shipper and Nathan Baschez