Divinations

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Divinations

Three Shorts: Snap, Apple, Vox

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

Nov 25, 2020 by Nathan Baschez

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Notes on ConstitutionDAO

A few quick observations

Nov 18, 2021 by Nathan Baschez

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Why winners sometimes take all, and sometimes don’t

Lessons from ecology’s “competitive exclusion principle”

Oct 11, 2020 by Nathan Baschez

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

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

Feb 19, 2020 by Nathan Baschez

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Three Shorts: Axios, Crunchyroll, Periscope

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

Dec 16, 2020 by Nathan Baschez

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Disrupting Disruption: Helmer’s Razor

Can disruption be simplified?

Sep 1, 2020 by Nathan Baschez

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How Every Executes: two tweaks that generated ~54% more paid subscribers

Real data from our business showing how execution is exponential

Aug 17, 2022 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

Feb 5, 2020 by Nathan Baschez

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Strategy Drunk

A little Learning is a dang'rous Thing;Drink deep, or taste not the Pierian Spring:There shallow Draughts intoxicate the Brain,And drinking

Dec 15, 2019 by Nathan Baschez

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Friendly Competition and Subtle Defection

My wife and I recently bought our first home and we’re expecting our first child soon, so, as you can imagine, we’ve been doing a lot of wor

Apr 7, 2022 by Nathan Baschez

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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

Jan 10, 2020 by Nathan Baschez

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PepsiCo goes DTC

One new strategy. Two new websites.

May 20, 2020 by Nathan Baschez

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Kernel Strategies

Six attributes of high-traction startups

May 31, 2020 by Nathan Baschez

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Why I wouldn’t invest in consumer health hardware

(Ceci n’est pas investment advice.)

Jun 13, 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.

Aug 27, 2021 by Nathan Baschez

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Intangible Returns

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

Sep 29, 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?

Apr 1, 2021 by Nathan Baschez

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How Power Works in the Writing Industry

A market analysis, Divinations-style

1 Aug 3, 2022 by Nathan Baschez

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5 interesting strategy decisions from WWDC

Decoding Apple's intentions

Jun 23, 2020 by Nathan Baschez

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The Five Forces—video edition!

Trying something new - what do you think?

Jan 30, 2020 by Nathan Baschez

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Announcing Lex’s $2.75m Seed Round, Led by True Ventures

Today is a big day here at Every! We have a couple of announcements:We’ve spun out Lex (our AI-powered word processor) to become its own com

2 Aug 23, 2023 by Nathan Baschez

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What I got wrong about Quibi

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

Oct 22, 2020 by Nathan Baschez

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“Shop” from Shopify: right problem, wrong solution

Opening a marketplace creates complicated new tradeoffs

May 1, 2020 by Nathan Baschez

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What is “Intrinsic” Value?

And does it matter?

1 Oct 5, 2021 by Nathan Baschez

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How To Time The Market (Or Not)

A Book Review of “Mastering the Market Cycle”

May 20, 2022 by Nathan Baschez