Divinations

Get smarter about business strategy.

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

Jul 8, 2020

Announcing: Means of Creation

A new talk show starring Li Jin and yours truly

Apr 1, 2020

Why is Netflix more profitable than Spotify?

Three Shorts — April 2nd, 2020

Jun 22, 2020

5 interesting strategy decisions from WWDC

Decoding Apple's intentions

Apr 25, 2020

[audio] Inside the Clubhouse

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

Jan 4, 2021

“Why Content is King” Follow-ups

Your questions and critiques, answered!

Sep 28, 2020

Intangible Returns

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

Mar 27, 2020

Understanding the Covid-19 Recession

What happens when an economy holds its breath?

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

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

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 8, 2020

Why AT&T is betting the farm on HBO Max

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

Jan 29, 2020

The Five Forces—video edition!

Trying something new - what do you think?

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

Aug 1, 2020

Means of Creation #5: Nathan Barry

On newsletters, courses, and creator marketing

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.

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

Jul 22, 2020

Means of Creation #3: Lenny Rachitsky

On newsletters, platforms, marketplaces, and more

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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