Divinations

Get smarter about business strategy.

Oct 28, 2020

Facebook’s cloud gaming strategy: smarter than it seems

The return of Three Shorts!

Aug 9, 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.)

Sep 1, 2020

Disrupting Disruption: Helmer’s Razor

Can disruption be simplified?

Apr 13, 2020

Introducing the Divinations + Superorganizers Bundle!

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

Dec 11, 2019

The Library

All reviews of books, podcasts, articles, etc

Nov 18, 2020

Three Shorts: Instagram, Spotify, Substack

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

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

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

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

Jun 5, 2020

What good is strategy right now?

A conflict of interest

May 20, 2020

PepsiCo goes DTC

One new strategy. Two new websites.

Sep 3, 2020

Announcement!

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

Sep 3, 2020

Strategy Smells

Hints that your strategy isn't working

Jul 30, 2020

Means of Creation #4: Leah Culver & Erik Berlin

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

Dec 11, 2019

Competitive Strategy, by Michael Porter

The "Divinations" Summary / Review

Apr 25, 2020

[audio] Inside the Clubhouse

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

Apr 2, 2020

Why is Netflix more profitable than Spotify?

Three Shorts — April 2nd, 2020

Feb 5, 2020

How Clay Christensen’s failure helped me process my own

A eulogy for a larger-than-life thinker

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

Jan 7, 2020

“The value chain” is the DNA of business

An introduction to one of Michael Porter’s most enduring frameworks

Jul 8, 2020

Announcing: Means of Creation

A new talk show starring Li Jin and yours truly

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