Divinations

Get smarter about business strategy.

Jan 16, 2020

Your actual competition

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

Jun 5, 2020

What good is strategy right now?

A conflict of interest

Aug 9, 2020

Disrupting Disruption: Alex Danco

Two theories; one of them good

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

Apr 13, 2020

Introducing the Divinations + Superorganizers Bundle!

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

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

Mar 27, 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

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

May 20, 2020

PepsiCo goes DTC

One new strategy. Two new websites.

Jun 13, 2020

Why I wouldn’t invest in consumer health hardware

(Ceci n’est pas investment advice.)

Jul 30, 2020

Means of Creation #4: Leah Culver & Erik Berlin

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

Apr 29, 2020

Sonos Radio: We’re Gonna Need a Bigger Moat

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

Sep 3, 2020

Announcement!

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

Sep 1, 2020

Disrupting Disruption: Helmer’s Razor

Can disruption be simplified?

Dec 12, 2019

Competitive Strategy, by Michael Porter

The "Divinations" Summary / Review

Jul 3, 2020

Product Case Study: HEY

A radical new take on email

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

Sep 29, 2020

Intangible Returns

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

Jul 8, 2020

Announcing: Means of Creation

A new talk show starring Li Jin and yours truly

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

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

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

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