Divinations

Get smarter about business strategy.

Nov 17, 2020

Three Shorts: Instagram, Spotify, Substack

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

Jun 5, 2020

What good is strategy right now?

A conflict of interest

Jan 15, 2020

Your actual competition

A guide to Porter’s “Five Forces” framework—through the lens of Spotify

Apr 13, 2020

Introducing the Divinations + Superorganizers Bundle!

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

Mar 26, 2020

Understanding the Covid-19 Recession [audio]

This is the audio edition of Understanding the Covid-19 Recession. If you’d like these to be delivered to your podcast app every week, clic

Feb 18, 2020

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

Two new things this week for subscribers! I narrated an audio version of this article just for paying subscribers like you. I’m going to do

Aug 8, 2020

Disrupting Disruption: Alex Danco

Two theories; one of them good

Jun 13, 2020

Why I wouldn’t invest in consumer health hardware

(Ceci n’est pas investment advice.)

May 20, 2020

PepsiCo goes DTC

One new strategy. Two new websites.

Apr 28, 2020

Sonos Radio: We’re Gonna Need a Bigger Moat

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

Jul 30, 2020

Means of Creation #4: Leah Culver & Erik Berlin

The co-founders of Breaker, on podcasting, platforms, and media

Dec 16, 2020

Three Shorts: Axios, Crunchyroll, Periscope

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

Apr 8, 2020

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

Jul 8, 2020

Announcing: Means of Creation

A new talk show starring Li Jin and yours truly

Jan 4, 2021

“Why Content is King” Follow-ups

Your questions and critiques, answered!

Aug 31, 2020

Disrupting Disruption: Helmer’s Razor

Can disruption be simplified?

Apr 6, 2020

[audio] Quibi Will Be a Multi-Billion Dollar Company

Good afternoon! Here’s the audio version of the Quibi essay that Adam Keesling and I published today. It’s narrated by me, and the first few

Nov 10, 2020

Three Shorts: Fast’s 1b valuation, McPlant’s power move, and Apple’s disruptive M1 chip

Hello! Welcome to Three Shorts, a recurring series where I unpack the strategy behind the news in as few bullet points as possible.Enjoy!Fas

Apr 25, 2020

[audio] Inside the Clubhouse

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

Sep 3, 2020

Announcement!

Plus, how to be a person on the Internet, with Visakan Veerasamy

May 9, 2020

How creators can go “on tour” on the internet

Growing an audience ain’t what it used to be

Dec 1, 2020

Why Slack Was Willing to Sell

Three shorts: the strategy behind the news, in as few bullet points as possible.

Apr 1, 2020

Why is Netflix more profitable than Spotify?

Three Shorts — April 2nd, 2020

Sep 3, 2020

Strategy Smells

Hints that your strategy isn't working

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