Divinations

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Divinations

Why I wouldn’t invest in consumer health hardware

(Ceci n’est pas investment advice.)

18 🔒 Jun 13, 2020 by Nathan Baschez

Divinations

The Five Forces—video edition!

Trying something new - what do you think?

18 🔒 Jan 30, 2020 by Nathan Baschez

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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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How Clay Christensen’s failure helped me process my own

A eulogy for a larger-than-life thinker

16 Feb 5, 2020 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

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What is “Intrinsic” Value?

And does it matter?

15 🔒 Oct 5, 2021 by Nathan Baschez

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Announcing: Means of Creation

A new talk show starring Li Jin and yours truly

14 🔒 Jul 8, 2020 by Nathan Baschez

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Human Speculation

BitClout is a new service that allows anyone to create a publicly-tradable token. Will it work? What effect could it have?

13 🔒 Apr 1, 2021 by Nathan Baschez

Divinations

Sahil’s Second Act (audio edition)

Hello again! Yesterday after I published the Sahil Lavingia interview I received a tweet from my friend Alex: https://twitter.com/CantHardyW

13 Jan 10, 2020 by Nathan Baschez

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How to use incentive alignment to unlock faster growth (in the real world)

My recent interview with Jesse Beyroutey solidified a hunch that I’ve been nursing for awhile: Incentive alignment is one of the most import

12 🔒 Mar 12, 2020 by Nathan Baschez

Divinations

The Library

All reviews of books, podcasts, articles, etc

11 🔒 Dec 12, 2019 by Nathan Baschez

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What I got wrong about Quibi

A post-mortem for a failed prediction, and a failed startup

11 🔒 Oct 22, 2020 by Nathan Baschez

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Does Sonos have a moat?

Sonos filled homes with silky smooth sound, but it’s questionable if their strategic decisions made them anything more than commodity hardware.

10 Mar 20, 2020 by Nathan Baschez

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Brianne Kimmel’s Momentum Investing

How the founder of WorkLife Ventures built one of Silicon Valley’s most sought after emerging funds from scratch.

10 Jan 20, 2020 by Nathan Baschez

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How To Buy The Dip

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

10 🔒 Mar 11, 2022 by Nathan Baschez

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Ben Gilbert on how Acquired launched their paid podcast

It’s weird, but in some ways, side projects require better strategy than regular businesses. They’re so easy to quit. Even if you love it, y

9 Dec 19, 2019 by Nathan Baschez

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Facebook’s cloud gaming strategy: smarter than it seems

The return of Three Shorts!

9 🔒 Oct 28, 2020 by Nathan Baschez

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How To Time The Market (Or Not)

A Book Review of “Mastering the Market Cycle”

9 May 20, 2022 by Nathan Baschez

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“Why Content is King” Follow-ups

Your questions and critiques, answered!

9 🔒 Jan 5, 2021 by Nathan Baschez

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Competitive Strategy, by Michael Porter

The "Divinations" Summary / Review

9 🔒 Dec 12, 2019 by Nathan Baschez

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How Power Works in the Writing Industry

A market analysis, Divinations-style

9 🔒 Aug 3, 2022 by Nathan Baschez

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What can we learn from Facebook Portal?

Three Shorts: Facebook Portal — back from the dead!; an advertising arbitrage opportunity; a funny story about the power of incentives

8 🔒 Apr 17, 2020 by Nathan Baschez

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Why Slack Was Willing to Sell

Three shorts: the strategy behind the news, in as few bullet points as possible.

8 🔒 Dec 2, 2020 by Nathan Baschez

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Sonos Radio: We’re Gonna Need a Bigger Moat

What the speaker company’s new music play is really all about

8 🔒 Apr 29, 2020 by Nathan Baschez

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Why AT&T is betting the farm on HBO Max

Also in Three Shorts: Amazon buying Wondery, and Calm's $2b valuation

7 🔒 Dec 9, 2020 by Nathan Baschez