Divinations

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Divinations

How To Time The Market (Or Not)

A Book Review of “Mastering the Market Cycle”

May 20, 2022 by Nathan Baschez

Divinations

Brianne Kimmel’s Momentum Investing

How the founder of WorkLife Ventures built one of Silicon Valley’s most sought after emerging funds from scratch.

Jan 20, 2020 by Nathan Baschez

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Announcing: Means of Creation

A new talk show starring Li Jin and yours truly

🔒 Jul 8, 2020 by Nathan Baschez

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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

Jan 28, 2020 by Nathan Baschez

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How To Buy The Dip

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

Mar 11, 2022 by Nathan Baschez

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Announcing Lex’s $2.75m Seed Round, Led by True Ventures

Today is a big day here at Every! We have a couple of announcements:We’ve spun out Lex (our AI-powered word processor) to become its own com

2 Aug 23, 2023 by Nathan Baschez

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Facebook’s cloud gaming strategy: smarter than it seems

The return of Three Shorts!

Oct 28, 2020 by Nathan Baschez

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Ben Gilbert on how Acquired launched their paid podcast

It’s weird, but in some ways, side projects require better strategy than regular businesses. They’re so easy to quit. Even if you love it, y

Dec 19, 2019 by Nathan Baschez

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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

Apr 17, 2020 by Nathan Baschez

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Sonos Radio: We’re Gonna Need a Bigger Moat

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

Apr 29, 2020 by Nathan Baschez

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The Library

All reviews of books, podcasts, articles, etc

Dec 12, 2019 by Nathan Baschez

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Competitive Strategy, by Michael Porter

The "Divinations" Summary / Review

2 Dec 12, 2019 by Nathan Baschez

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Does Sonos have a moat?

Sonos filled homes with silky smooth sound, but it’s questionable if their strategic decisions made them anything more than commodity hardware.

Mar 20, 2020 by Nathan Baschez

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“Why Content is King” Follow-ups

Your questions and critiques, answered!

1 Jan 5, 2021 by Nathan Baschez

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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

Jan 16, 2022

Divinations

Why Slack Was Willing to Sell

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

Dec 2, 2020 by Nathan Baschez

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Why AT&T is betting the farm on HBO Max

Also in Three Shorts: Amazon buying Wondery, and Calm's $2b valuation

Dec 9, 2020 by Nathan Baschez

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Disrupting Disruption: Alex Danco

Two theories; one of them good

Aug 9, 2020 by Nathan Baschez

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Means of Creation #3: Lenny Rachitsky

On newsletters, platforms, marketplaces, and more

Jul 23, 2020 by Nathan Baschez

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Disrupting Disruption Pt. 2 — Ben Thompson

The “divine discontent” critique

Aug 2, 2020 by Nathan Baschez

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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

Feb 19, 2020 by Nathan Baschez

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Means of Creation #2: Greg Isenberg

On the unbundling of Reddit into vertical communities

Jul 16, 2020 by Nathan Baschez

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Mastering the Market Cycle, by Howard Marks

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

May 20, 2022 by Nathan Baschez

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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

Apr 8, 2020 by Nathan Baschez

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Means of Creation #5: Nathan Barry

On newsletters, courses, and creator marketing

Aug 2, 2020 by Nathan Baschez