Divinations

Get smarter about business strategy.

Oct 27, 2020

Facebook’s cloud gaming strategy: smarter than it seems

The return of Three Shorts!

Jun 5, 2020

What good is strategy right now?

A conflict of interest

Apr 13, 2020

Introducing the Divinations + Superorganizers Bundle!

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

Sep 2, 2020

Announcement!

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

Jul 29, 2020

Means of Creation #4: Leah Culver & Erik Berlin

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

Dec 16, 2020

Three Shorts: Axios, Crunchyroll, Periscope

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

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

May 20, 2020

PepsiCo goes DTC

One new strategy. Two new websites.

Nov 18, 2020

Three Shorts: Instagram, Spotify, Substack

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

Dec 11, 2019

The Library

All reviews of books, podcasts, articles, etc

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

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

Jun 12, 2020

Why I wouldn’t invest in consumer health hardware

(Ceci n’est pas investment advice.)

Sep 3, 2020

Strategy Smells

Hints that your strategy isn't working

Dec 11, 2019

Competitive Strategy, by Michael Porter

The "Divinations" Summary / Review

Jul 3, 2020

Product Case Study: HEY

A radical new take on email

Apr 25, 2020

[audio] Inside the Clubhouse

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

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

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

Aug 31, 2020

Disrupting Disruption: Helmer’s Razor

Can disruption be simplified?

Mar 27, 2020

Understanding the Covid-19 Recession

What happens when an economy holds its breath?

Apr 28, 2020

Sonos Radio: We’re Gonna Need a Bigger Moat

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

Sep 28, 2020

Intangible Returns

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

Apr 1, 2020

Why is Netflix more profitable than Spotify?

Three Shorts — April 2nd, 2020