Divinations

Get smarter about business strategy.

Jan 20, 2020

Brianne Kimmel’s Momentum Investing

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

Sep 7, 2021

How Power Works in Venture Capital

Is being Sequoia actually pretty easy?

Dec 7, 2022

My Philosophy of Product Building (Part III)

On launching and learning

Sep 29, 2020

Intangible Returns

How strict prioritization processes cause malaise, and why you should take gut instinct more seriously in your planning process.

Apr 2, 2020

Why is Netflix more profitable than Spotify?

Three Shorts — April 2nd, 2020

Feb 11, 2020

The Four Strategies

How to understand the essence of any business

Dec 17, 2019

How Competition Works

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

Oct 22, 2020

What I got wrong about Quibi

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

Nov 30, 2022

My Philosophy of Product Building (Part II)

Building your v1

Mar 12, 2020

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

Mar 5, 2020

Dominance Friction

Jesse Beyroutey, partner at IA Ventures, on why some companies achieve dominance while others get bogged down.

May 9, 2020

How creators can go “on tour” on the internet

Growing an audience ain’t what it used to be

Oct 5, 2021

What is “Intrinsic” Value?

And does it matter?

Apr 10, 2020

Notion’s $2b Valuation is Sensible, Probably

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

Feb 20, 2021

Why I like Dispo

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

Nov 18, 2021

Notes on ConstitutionDAO

A few quick observations

Nov 12, 2021

The two biggest critiques of web3, analyzed

With a little help from Clay Christensen, strategy legend

Feb 5, 2020

How Clay Christensen’s failure helped me process my own

A eulogy for a larger-than-life thinker

Aug 3, 2022

How Power Works in the Writing Industry

A market analysis, Divinations-style

Feb 19, 2020

Great strategies depend on great inputs — here’s how to find them.

Hiten Shah on why “garbage in, garbage out” applies to strategy, too.

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.

Jan 5, 2021

“Why Content is King” Follow-ups

Your questions and critiques, answered!

May 20, 2020

PepsiCo goes DTC

One new strategy. Two new websites.

Oct 28, 2020

Facebook’s cloud gaming strategy: smarter than it seems

The return of Three Shorts!