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Divinations

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Divinations

PepsiCo goes DTC

One new strategy. Two new websites.

20 🔒 May 20, 2020 by Nathan Baschez

Divinations

How Domino’s Stock Returned 4,595%

The original cloud kitchen, ten years before it was cool

65 May 15, 2020 by Adam Keesling

Divinations

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

Divinations

Finding Power

An introduction to Clay Christensen’s most underrated idea: “The Conservation of Modularity”

101 🔒 May 4, 2020 by Nathan Baschez

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“Shop” from Shopify: right problem, wrong solution

Opening a marketplace creates complicated new tradeoffs

19 May 1, 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

Divinations

[audio] Inside the Clubhouse

This is the audio edition of Inside the Clubhouse, narrated by me!

3 🔒 Apr 25, 2020 by Nathan Baschez

Divinations

Inside the Clubhouse

The surprisingly compelling audio app that has consumed my life

241 Apr 24, 2020 by Nathan Baschez

Divinations

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

Divinations

Bundle Magic [audio & spreadsheet]

Happy Friday! Above is a recording of me narrating this week’s essay explaining bundle economics, “Bundle Magic.” I tried something a littl

1 🔒 Apr 17, 2020 by Nathan Baschez

Divinations

Bundle Magic

How to make 1 + 1 = 3

108 Apr 16, 2020 by Nathan Baschez

Divinations

Introducing the Divinations + Superorganizers Bundle!

Today only: a bundle of your favorite Substack publications for 60% off

3 Apr 13, 2020 by Nathan Baschez

Divinations

You now have full access to Superorganizers

We made a bundle, and you're grandfathered in!

3 🔒 Apr 13, 2020 by Nathan Baschez

Divinations

Notion’s $2b Valuation is Sensible, Probably

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

30 🔒 Apr 10, 2020 by Nathan Baschez

Divinations

Divinations Podcast #004 - On Quibi

This week on the Divinations podcast, Adam Keesling and I are interviewed by our pal Dan Shipper about our Quibi prediction piece! How to Li

3 Apr 8, 2020 by Nathan Baschez

Divinations

[audio] Quibi Will Be a Multi-Billion Dollar Company

Good afternoon! Here’s the audio version of the Quibi essay that Adam Keesling and I published today. It’s narrated by me, and the first few

3 🔒 Apr 6, 2020 by Nathan Baschez

Divinations

Quibi Will Be A Multi-Billion Dollar Company

Short-form premium video is here to stay.

53 Apr 6, 2020 by Nathan Baschez

Divinations

Why is Netflix more profitable than Spotify?

Three Shorts — April 2nd, 2020

27 🔒 Apr 2, 2020 by Nathan Baschez

Divinations

Understanding the Covid-19 Recession [audio]

This is the audio edition of Understanding the Covid-19 Recession. If you’d like these to be delivered to your podcast app every week, clic

1 🔒 Mar 27, 2020 by Nathan Baschez

Divinations

Understanding the Covid-19 Recession

What happens when an economy holds its breath?

48 Mar 27, 2020 by Nathan Baschez

Divinations

Divinations Podcast #003 — Discussing Sonos’s moat (or lack thereof)

Whether or not you’ve already had the chance to read Does Sonos have a moat?, I think you’ll love this week’s conversation with Adam Keeslin

0 Mar 23, 2020 by Nathan Baschez

Divinations

Does Sonos have a moat? [audio]

This is a subscriber-only audio edition of the most recent Divinations essay: “Does Sonos have a moat?” It’s narrated and edited by me, Nath

1 🔒 Mar 20, 2020 by Nathan Baschez

Divinations

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

Divinations

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

Divinations Podcast #002 - Discussing “Dominance Friction” with Dan Shipper

The Divinations Podcast is back! (If you want to add it to your podcast app, press “add to podcast app” by the audio player above!) This wee

5 Mar 6, 2020 by Nathan Baschez