Growing an audience ain’t what it used to be
An introduction to Clay Christensen’s most underrated idea: “The Conservation of Modularity”
Opening a marketplace creates complicated new tradeoffs
What the speaker company’s new music play is really all about
This is the audio edition of Inside the Clubhouse, narrated by me!
The surprisingly compelling audio app that has consumed my life
Happy Friday! Above is a recording of me narrating this week’s essay explaining bundle economics, “Bundle Magic.” I tried something a littl
Three Shorts: Facebook Portal — back from the dead!; an advertising arbitrage opportunity; a funny story about the power of incentives
How to make 1 + 1 = 3
Today only: a bundle of your favorite Substack publications for 60% off
We made a bundle, and you're grandfathered in!
Three Shorts: Notion, Roam, and “Time Preference”
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
Short-form premium video is here to stay.
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
Three Shorts — April 2nd, 2020
What happens when an economy holds its breath?
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
Whether or not you’ve already had the chance to read Does Sonos have a moat?, I think you’ll love this week’s conversation with Adam Keeslin
Sonos filled homes with silky smooth sound, but it’s questionable if their strategic decisions made them anything more than commodity hardware.
This is a subscriber-only audio edition of the most recent Divinations essay: “Does Sonos have a moat?” It’s narrated and edited by me, Nath
My recent interview with Jesse Beyroutey solidified a hunch that I’ve been nursing for awhile: Incentive alignment is one of the most import
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
Hey subscribers! Here is the audio version of the Jesse Beyroutey interview on Dominance Friction. If you haven’t already, I strongly encour
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