Divinations

Get smarter about business strategy.

Sep 1, 2020

Disrupting Disruption: Helmer’s Razor

Can disruption be simplified?

Jan 20, 2020

Brianne Kimmel’s Momentum Investing

How the founder of WorkLife Ventures built one of Silicon Valley’s most sought after emerging funds from scratch.

Sep 29, 2020

Intangible Returns

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

Dec 16, 2020

Three Shorts: Axios, Crunchyroll, Periscope

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

Oct 22, 2020

What I got wrong about Quibi

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

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

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

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

May 20, 2022

How To Time The Market (Or Not)

A Book Review of “Mastering the Market Cycle”

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

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.

Mar 11, 2022

How To Buy The Dip

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

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?

Jan 16, 2020

Your actual competition

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

Aug 2, 2020

Disrupting Disruption Pt. 2 — Ben Thompson

The “divine discontent” critique

Jul 23, 2020

Means of Creation #3: Lenny Rachitsky

On newsletters, platforms, marketplaces, and more

Jun 23, 2020

5 interesting strategy decisions from WWDC

Decoding Apple's intentions

Oct 28, 2020

Facebook’s cloud gaming strategy: smarter than it seems

The return of Three Shorts!

Dec 12, 2019

Competitive Strategy, by Michael Porter

The "Divinations" Summary / Review

Jan 5, 2021

“Why Content is King” Follow-ups

Your questions and critiques, answered!

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

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