Divinations

Strategy should be painful

Businesses plateau for two reasons: Their strategy is wrong (Wrong Strategy Syndrome) They fail to execute any strategy at all (Fuzzy Strat

Announcing: Means of Creation

A new talk show starring Li Jin and yours truly

Product Case Study: HEY

A radical new take on email

Will HEY Work?

The dust has settled. Now what?

5 interesting strategy decisions from WWDC

Decoding Apple's intentions

Why I wouldn’t invest in consumer health hardware

(Ceci n’est pas investment advice.)

healthOS

Apple is building an operating system for health

♥ 54 Jun 12, 2020

What good is strategy right now?

A conflict of interest

Kernel Strategies

Six attributes of high-traction startups

The open podcast ecosystem is dying — here’s how to save it.

It’s time to compete. Not complain.

PepsiCo goes DTC

One new strategy. Two new websites.

How Domino’s Stock Returned 4,595%

The original cloud kitchen, ten years before it was cool

How creators can go “on tour” on the internet

Growing an audience ain’t what it used to be

Finding Power

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

“Shop” from Shopify: right problem, wrong solution

Opening a marketplace creates complicated new tradeoffs

Sonos Radio: We’re Gonna Need a Bigger Moat

What the speaker company’s new music play is really all about

[audio] Inside the Clubhouse

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

Inside the Clubhouse

The surprisingly compelling audio app that has consumed my life

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

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

Bundle Magic

How to make 1 + 1 = 3

Introducing the Divinations + Superorganizers Bundle!

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

You now have full access to Superorganizers

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

Notion’s $2b Valuation is Sensible, Probably

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

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