Divinations

Get smarter about business strategy.

May 1, 2020

“Shop” from Shopify: right problem, wrong solution

Opening a marketplace creates complicated new tradeoffs

Jan 10, 2020

Sahil’s Second Act (audio edition)

Hello again! Yesterday after I published the Sahil Lavingia interview I received a tweet from my friend Alex: https://twitter.com/CantHardyW

Dec 16, 2020

Three Shorts: Axios, Crunchyroll, Periscope

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

Dec 15, 2021

The Athlete as Creator

How new regulations have brought college athletes into the creator economy, big time

Dec 19, 2019

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

Mar 12, 2020

How to use incentive alignment to unlock faster growth (in the real world)

My recent interview with Jesse Beyroutey solidified a hunch that I’ve been nursing for awhile: Incentive alignment is one of the most import

Jan 16, 2022

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

May 20, 2022

How To Time The Market (Or Not)

A Book Review of “Mastering the Market Cycle”

Oct 22, 2020

What I got wrong about Quibi

A post-mortem for a failed prediction, and a failed startup

Mar 20, 2020

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.

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

Apr 1, 2021

Human Speculation

BitClout is a new service that allows anyone to create a publicly-tradable token. Will it work? What effect could it have?

Mar 11, 2022

How To Buy The Dip

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

Jan 28, 2020

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

Jun 23, 2020

5 interesting strategy decisions from WWDC

Decoding Apple's intentions

Jul 23, 2020

Means of Creation #3: Lenny Rachitsky

On newsletters, platforms, marketplaces, and more

Jan 5, 2021

“Why Content is King” Follow-ups

Your questions and critiques, answered!

Dec 12, 2019

Competitive Strategy, by Michael Porter

The "Divinations" Summary / Review

Aug 2, 2020

Disrupting Disruption Pt. 2 — Ben Thompson

The “divine discontent” critique

Oct 28, 2020

Facebook’s cloud gaming strategy: smarter than it seems

The return of Three Shorts!

May 7, 2021

Fashion’s Digital Future

Why I bought an outfit I’ll never wear IRL

Aug 2, 2020

Means of Creation #5: Nathan Barry

On newsletters, courses, and creator marketing

Mar 6, 2020

Divinations Podcast #002 - Discussing “Dominance Friction” with Dan Shipper

The Divinations Podcast is back! (If you want to add it to your podcast app, press “add to podcast app” by the audio player above!) This wee

Dec 12, 2019

The Library

All reviews of books, podcasts, articles, etc