A guide to Porter’s “Five Forces” framework—through the lens of Spotify
A conflict of interest
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
Hey! Something special today :) I always wanted to release the raw audio of the interviews I do. But part of the magic of the original inter
Two theories; one of them good
Today only: a bundle of your favorite Substack publications for 60% off
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
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
What the speaker company’s new music play is really all about
The co-founders of Breaker, on podcasting, platforms, and media
(Ceci n’est pas investment advice.)
The strategy behind the news, in as few bullet points as possible
One new strategy. Two new websites.
Can disruption be simplified?
Opening a marketplace creates complicated new tradeoffs
Decoding Apple's intentions
A new talk show starring Li Jin and yours truly
The "Divinations" Summary / Review
What happens when an economy holds its breath?
Plus, how to be a person on the Internet, with Visakan Veerasamy
Happy Friday! Above is a recording of me narrating this week’s essay explaining bundle economics, “Bundle Magic.” I tried something a littl
Your questions and critiques, answered!
This is the audio edition of Inside the Clubhouse, narrated by me!
A radical new take on email
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