Divinations

Get smarter about business strategy.

Jan 7, 2020

“The value chain” is the DNA of business

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

Sep 2, 2020

Announcement!

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

Apr 5, 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

Nov 10, 2020

Three Shorts: Fast’s 1b valuation, McPlant’s power move, and Apple’s disruptive M1 chip

Hello! Welcome to Three Shorts, a recurring series where I unpack the strategy behind the news in as few bullet points as possible.Enjoy!Fas

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

Apr 16, 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

Sep 3, 2020

Strategy Smells

Hints that your strategy isn't working

May 9, 2020

How creators can go “on tour” on the internet

Growing an audience ain’t what it used to be

Jul 2, 2020

Product Case Study: HEY

A radical new take on email

Mar 4, 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

Dec 8, 2020

Why AT&T is betting the farm on HBO Max

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

Nov 24, 2020

Three Shorts: Snap, Apple, Vox

On Snap's take on TikTok, Apple's developer fee reduction, and Vox's talent attrition.

Jan 29, 2020

The Five Forces—video edition!

Trying something new - what do you think?

Feb 5, 2020

How Clay Christensen’s failure helped me process my own

A eulogy for a larger-than-life thinker

Mar 19, 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

Jul 22, 2020

Means of Creation #3: Lenny Rachitsky

On newsletters, platforms, marketplaces, and more

Aug 1, 2020

Means of Creation #5: Nathan Barry

On newsletters, courses, and creator marketing

Dec 14, 2019

Strategy Drunk

A little Learning is a dang'rous Thing;Drink deep, or taste not the Pierian Spring:There shallow Draughts intoxicate the Brain,And drinking

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 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

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