Divinations

Get smarter about business strategy.

May 20, 2022

Mastering the Market Cycle, by Howard Marks

My chapter-by-chapter summary, with notes and reactions

Aug 9, 2020

Disrupting Disruption: Alex Danco

Two theories; one of them good

Apr 13, 2020

Introducing the Divinations + Superorganizers Bundle!

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

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

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

Dec 9, 2020

Why AT&T is betting the farm on HBO Max

Also in Three Shorts: Amazon buying Wondery, and Calm's $2b valuation

Aug 12, 2020

The inventors of “the passion economy” thesis, live on Zoom

I'm interviewing Li Jin and Adam Davidson on Friday!

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 2, 2020

Why Slack Was Willing to Sell

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

Sep 3, 2020

Announcement!

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

Aug 2, 2020

Disrupting Disruption Pt. 2 — Ben Thompson

The “divine discontent” critique

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

Jul 30, 2020

Means of Creation #4: Leah Culver & Erik Berlin

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

Mar 23, 2020

Divinations Podcast #003 — Discussing Sonos’s moat (or lack thereof)

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

Apr 13, 2020

You now have full access to Superorganizers

We made a bundle, and you're grandfathered in!

Mar 20, 2020

Does Sonos have a moat? [audio]

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

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

Mar 5, 2020

Dominance Friction [audio]

Hey subscribers! Here is the audio version of the Jesse Beyroutey interview on Dominance Friction. If you haven’t already, I strongly encour

Apr 25, 2020

[audio] Inside the Clubhouse

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

Apr 17, 2020

Bundle Magic [audio & spreadsheet]

Happy Friday! Above is a recording of me narrating this week’s essay explaining bundle economics, “Bundle Magic.” I tried something a littl