Divinations

Get smarter about business strategy.

Dec 12, 2019

The Library

All reviews of books, podcasts, articles, etc

Apr 13, 2020

Introducing the Divinations + Superorganizers Bundle!

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

Feb 21, 2020

Divinations Podcast #001 - Hiten Shah

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

Aug 9, 2020

Disrupting Disruption: Alex Danco

Two theories; one of them good

Feb 19, 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

Nov 18, 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

Jun 13, 2020

Why I wouldn’t invest in consumer health hardware

(Ceci n’est pas investment advice.)

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

Dec 16, 2020

Three Shorts: Axios, Crunchyroll, Periscope

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

Apr 29, 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

May 20, 2020

PepsiCo goes DTC

One new strategy. Two new websites.

Sep 29, 2020

Intangible Returns

How strict prioritization processes cause malaise, and why you should take gut instinct more seriously in your planning process.

Apr 2, 2020

Why is Netflix more profitable than Spotify?

Three Shorts — April 2nd, 2020

Apr 17, 2020

Bundle Magic [audio & spreadsheet]

Happy Friday! Above is a recording of me narrating this week’s essay explaining bundle economics, “Bundle Magic.” I tried something a littl

Mar 27, 2020

Understanding the Covid-19 Recession

What happens when an economy holds its breath?

Apr 17, 2020

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

Jul 8, 2020

Announcing: Means of Creation

A new talk show starring Li Jin and yours truly

Nov 11, 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

Dec 12, 2019

Competitive Strategy, by Michael Porter

The "Divinations" Summary / Review

Sep 1, 2020

Disrupting Disruption: Helmer’s Razor

Can disruption be simplified?

Jul 3, 2020

Product Case Study: HEY

A radical new take on email

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

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