Happy Friday! Above is a recording of me narrating this week’s essay explaining bundle economics, “Bundle Magic.” I tried something a littl
A eulogy for a larger-than-life thinker
An introduction to one of Michael Porter’s most enduring frameworks
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
A new talk show starring Li Jin and yours truly
Sonos filled homes with silky smooth sound, but it’s questionable if their strategic decisions made them anything more than commodity hardware.
On newsletters, platforms, marketplaces, and more
Decoding Apple's intentions
Your questions and critiques, answered!
Three shorts: the strategy behind the news, in as few bullet points as possible.
A little Learning is a dang'rous Thing;Drink deep, or taste not the Pierian Spring:There shallow Draughts intoxicate the Brain,And drinking
Also in Three Shorts: Amazon buying Wondery, and Calm's $2b valuation
Hey subscribers! Here is the audio version of the Jesse Beyroutey interview on Dominance Friction. If you haven’t already, I strongly encour
Opening a marketplace creates complicated new tradeoffs
Three Shorts: Facebook Portal — back from the dead!; an advertising arbitrage opportunity; a funny story about the power of incentives
Growing an audience ain’t what it used to be
On Snap's take on TikTok, Apple's developer fee reduction, and Vox's talent attrition.
Trying something new - what do you think?
On newsletters, courses, and creator marketing
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
