Divinations

Why AT&T is betting the farm on HBO Max

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

Disrupting Disruption: Alex Danco

Two theories; one of them good

Disrupting Disruption Pt. 2 — Ben Thompson

The “divine discontent” critique

Mastering the Market Cycle, by Howard Marks

My chapter-by-chapter summary, with notes and reactions

Means of Creation #2: Greg Isenberg

On the unbundling of Reddit into vertical communities

Inside Overstock’s strategy shift from horizontal to vertical

Geoff Atkinson, the former SVP Marketing at Overstock, explains how strategy shifts can emerge through experimentation

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

Means of Creation #5: Nathan Barry

On newsletters, courses, and creator marketing

Divinations Podcast #001 - Hiten Shah

Hey! Something special today :) I always wanted to release the raw audio of the interviews I do. But part of the magic of the original inter

[audio] Inside the Clubhouse

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

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

[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

Fashion’s Digital Future

Why I bought an outfit I’ll never wear IRL

You now have full access to Superorganizers

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

Introducing the Divinations + Superorganizers Bundle!

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

Means of Creation #3: Lenny Rachitsky

On newsletters, platforms, marketplaces, and more

The inventors of “the passion economy” thesis, live on Zoom

I'm interviewing Li Jin and Adam Davidson on Friday!

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

Announcement!

Plus, how to be a person on the Internet, with Visakan Veerasamy

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

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

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

♥ 1 🔒 Jan 16, 2022

Dominance Friction [audio]

Hey subscribers! Here is the audio version of the Jesse Beyroutey interview on Dominance Friction. If you haven’t already, I strongly encour

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

Means of Creation #4: Leah Culver & Erik Berlin

The co-founders of Breaker, on podcasting, platforms, and media