Divinations

Get smarter about business strategy.

Subscribe
Divinations

Notes on ConstitutionDAO

A few quick observations

24 🔒 Nov 18, 2021 by Nathan Baschez

Divinations

The Three Systems Beneath Network Effects

An exclusive excerpt from a16z general partner Andrew Chen’s new book, The Cold Start Problem

25 Dec 6, 2021 by Nathan Baschez and Andrew Chen

Divinations

The Athlete as Creator

How new regulations have brought college athletes into the creator economy, big time

15 🔒 Dec 15, 2021 by Matt Ragland

Divinations

Is Axie Infinity a Ponzi Scheme?

To Axie Infinity And Beyond!

40 🔒 Dec 17, 2021 by Nathan Baschez and Ryan Broderick

Divinations

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

Divinations

Year Two

A messy slog that changed everything for me

47 Jan 21, 2022 by Nathan Baschez

Divinations

The Psychology of Strategy

How to see what you aren't seeing

69 🔒 Feb 2, 2022 by Nathan Baschez

Divinations

Peloton’s Next Move: Become a Platform

Opening up to external content is the only way to ensure durability, scalability, and defensibility.

53 🔒 Feb 26, 2022 by Nathan Baschez

Divinations

How To Buy The Dip

Is now a great time to buy? Or a terrible one?

10 🔒 Mar 11, 2022 by Nathan Baschez

Divinations

Substack’s Ideology

The point isn’t just to make money—it’s to change the systems that human attention flows through. You can’t understand Substack without understanding this.

127 Mar 16, 2022 by Nathan Baschez

Divinations

Screw it, I’m investing in Peloton

I’m in at $22.51—we’ll see what happens next.

80 🔒 Mar 22, 2022 by Nathan Baschez

Divinations

Recursive Publishing

A force to be reckoned with

60 🔒 Mar 31, 2022 by Nathan Baschez

Divinations

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

23 🔒 Apr 7, 2022 by Nathan Baschez

Divinations

Elon is Right: Twitter Should Open Up the Algorithm

Commoditizing tweets’ complement (the algorithm) will increase usage and rebuild trust

39 Apr 15, 2022 by Nathan Baschez

Divinations

DALL·E 2 and The Origin of Vibe Shifts

By Means of Natural Selection

182 Apr 22, 2022 by Nathan Baschez

Divinations

Twitter as a City-State

The Argument for Democracy in Cyberspace

51 Apr 30, 2022 by Nathan Baschez

Divinations

Map of a Downturn

Untangling the complex causal chain that makes good times go bad

63 May 6, 2022 by Nathan Baschez

Divinations

Why Sh*t is Hitting the Fan

How the Fed accidentally scuttled your Series B, simply explained

42 🔒 May 12, 2022 by Nathan Baschez

Divinations

How To Time The Market (Or Not)

A Book Review of “Mastering the Market Cycle”

9 May 20, 2022 by Nathan Baschez

Divinations

Mastering the Market Cycle, by Howard Marks

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

5 🔒 May 20, 2022 by Nathan Baschez

Divinations

What kind of company do you want to build?

Scale, speed, or freedom: choose two

81 🔒 Jun 29, 2022 by Nathan Baschez

Divinations

Did Medium Succeed?

The past, present, and future of writing on the internet

145 Jul 13, 2022 by Nathan Baschez

Divinations

Finding Power: How To Do Market Analysis

A step-by-step process for uncovering the power dynamics that govern any industry

51 Jul 20, 2022 by Nathan Baschez

Divinations

Instagram’s Existential Bet

They’re betting the farm on Reels. Will it blow up in their face?

92 🔒 Jul 27, 2022 by Nathan Baschez

Divinations

How Power Works in the Writing Industry

A market analysis, Divinations-style

13 🔒 Aug 3, 2022 by Nathan Baschez