Divinations

Get smarter about business strategy.

Oct 22, 2020

What I got wrong about Quibi

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

Oct 28, 2020

Facebook’s cloud gaming strategy: smarter than it seems

The return of Three Shorts!

Nov 11, 2020

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

Nov 18, 2020

Three Shorts: Instagram, Spotify, Substack

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

Nov 25, 2020

Three Shorts: Snap, Apple, Vox

On Snap's take on TikTok, Apple's developer fee reduction, and Vox's talent attrition.

Dec 2, 2020

Why Slack Was Willing to Sell

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

Dec 9, 2020

Why AT&T is betting the farm on HBO Max

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

Dec 16, 2020

Three Shorts: Axios, Crunchyroll, Periscope

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

Dec 18, 2020

Why Content is King

How media creates power

Jan 5, 2021

“Why Content is King” Follow-ups

Your questions and critiques, answered!

Feb 5, 2021

A Post-Mortem for Social Podcast Discovery

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

Feb 20, 2021

Why I like Dispo

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

Apr 1, 2021

Human Speculation

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

May 1, 2021

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

I hope it becomes a new paradigm for the creator economy

May 7, 2021

Fashion’s Digital Future

Why I bought an outfit I’ll never wear IRL

May 21, 2021

Why I Love Working at Startups

A friendly rebuttal

Jul 10, 2021

The Inner Ring of The Internet

Hi, Nathan here! It’s been too long, I know!! I’ve got a big piece on product wedges coming out next week, but today I am so excited to shar

Jul 16, 2021

The Product Wedge: How To Scope Your Initial Product

How and why early-stage startups sacrifice power for growth

Aug 20, 2021

Twitter’s Longform Strategy

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

Aug 27, 2021

Spotify Bets on Apple Antitrust

Their new paid podcast feature only makes sense in a world where in-app purchase rules are relaxed.

Sep 7, 2021

How Power Works in Venture Capital

Is being Sequoia actually pretty easy?

Sep 13, 2021

Overcoming Web3 Bias

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

Sep 21, 2021

Will DAOs replace Corporations?

Or, how NounsDAO plans to take over the world

Sep 30, 2021

The Market Wedge: How to Pick Your Initial Market

How and why early-stage startups sacrifice growth for power