Divinations

Get smarter about business strategy.

Apr 2, 2020

Why is Netflix more profitable than Spotify?

Three Shorts — April 2nd, 2020

Apr 10, 2020

Notion’s $2b Valuation is Sensible, Probably

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

Aug 17, 2022

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

Real data from our business showing how execution is exponential

Jul 3, 2020

Product Case Study: HEY

A radical new take on email

Nov 18, 2021

Notes on ConstitutionDAO

A few quick observations

May 9, 2020

How creators can go “on tour” on the internet

Growing an audience ain’t what it used to be

May 20, 2020

PepsiCo goes DTC

One new strategy. Two new websites.

Sep 4, 2020

Strategy Smells

Hints that your strategy isn't working

May 31, 2020

Kernel Strategies

Six attributes of high-traction startups

Feb 20, 2021

Why I like Dispo

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

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.

Feb 5, 2020

How Clay Christensen’s failure helped me process my own

A eulogy for a larger-than-life thinker

Jul 16, 2020

Means of Creation #2: Greg Isenberg

On the unbundling of Reddit into vertical communities

Nov 12, 2021

The two biggest critiques of web3, analyzed

With a little help from Clay Christensen, strategy legend

Aug 3, 2022

How Power Works in the Writing Industry

A market analysis, Divinations-style

Jun 13, 2020

Why I wouldn’t invest in consumer health hardware

(Ceci n’est pas investment advice.)

Dec 15, 2019

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

Jan 30, 2020

The Five Forces—video edition!

Trying something new - what do you think?

Jan 10, 2020

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

Oct 11, 2020

Why winners sometimes take all, and sometimes don’t

Lessons from ecology’s “competitive exclusion principle”

Dec 15, 2021

The Athlete as Creator

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

Nov 25, 2020

Three Shorts: Snap, Apple, Vox

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

Jan 28, 2020

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

Sep 1, 2020

Disrupting Disruption: Helmer’s Razor

Can disruption be simplified?