Divinations

Get smarter about business strategy.

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

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

Jan 16, 2020

Your actual competition

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

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

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

Nov 18, 2020

Three Shorts: Instagram, Spotify, Substack

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

Dec 16, 2020

Three Shorts: Axios, Crunchyroll, Periscope

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

Apr 29, 2020

Sonos Radio: We’re Gonna Need a Bigger Moat

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

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

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

May 20, 2020

PepsiCo goes DTC

One new strategy. Two new websites.

Sep 1, 2020

Disrupting Disruption: Helmer’s Razor

Can disruption be simplified?

Jan 8, 2020

“The value chain” is the DNA of business

An introduction to one of Michael Porter’s most enduring frameworks

May 9, 2020

How creators can go “on tour” on the internet

Growing an audience ain’t what it used to be

Apr 2, 2020

Why is Netflix more profitable than Spotify?

Three Shorts — April 2nd, 2020

Jun 23, 2020

5 interesting strategy decisions from WWDC

Decoding Apple's intentions

Dec 12, 2019

Competitive Strategy, by Michael Porter

The "Divinations" Summary / Review

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

Jul 8, 2020

Announcing: Means of Creation

A new talk show starring Li Jin and yours truly

Apr 25, 2020

[audio] Inside the Clubhouse

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

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 2, 2020

Why Slack Was Willing to Sell

Three shorts: the strategy behind the news, in as few bullet points as possible.

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