Divinations

Get smarter about business strategy.

Sep 1, 2020

Disrupting Disruption: Helmer’s Razor

Can disruption be simplified?

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

Jun 23, 2020

5 interesting strategy decisions from WWDC

Decoding Apple's intentions

Sep 4, 2020

Strategy Smells

Hints that your strategy isn't working

Jan 7, 2020

“The value chain” is the DNA of business

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

Dec 11, 2019

Competitive Strategy, by Michael Porter

The "Divinations" Summary / Review

Dec 1, 2020

Why Slack Was Willing to Sell

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

May 9, 2020

How creators can go “on tour” on the internet

Growing an audience ain’t what it used to be

Jan 4, 2021

“Why Content is King” Follow-ups

Your questions and critiques, answered!

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

Feb 5, 2020

How Clay Christensen’s failure helped me process my own

A eulogy for a larger-than-life thinker

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

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

Jan 29, 2020

The Five Forces—video edition!

Trying something new - what do you think?

Nov 24, 2020

Three Shorts: Snap, Apple, Vox

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

Dec 15, 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 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

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.

Jul 23, 2020

Means of Creation #3: Lenny Rachitsky

On newsletters, platforms, marketplaces, and more

Aug 2, 2020

Means of Creation #5: Nathan Barry

On newsletters, courses, and creator marketing

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