Decoding Apple's intentions
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
A new talk show starring Li Jin and yours truly
Three Shorts: Facebook Portal — back from the dead!; an advertising arbitrage opportunity; a funny story about the power of incentives
Your questions and critiques, answered!
Can disruption be simplified?
An introduction to one of Michael Porter’s most enduring frameworks
Hints that your strategy isn't working
What happens when an economy holds its breath?
A eulogy for a larger-than-life thinker
Hey subscribers! Here is the audio version of the Jesse Beyroutey interview on Dominance Friction. If you haven’t already, I strongly encour
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
Trying something new - what do you think?
Also in Three Shorts: Amazon buying Wondery, and Calm's $2b valuation
On Snap's take on TikTok, Apple's developer fee reduction, and Vox's talent attrition.
A little Learning is a dang'rous Thing;Drink deep, or taste not the Pierian Spring:There shallow Draughts intoxicate the Brain,And drinking
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
On newsletters, platforms, marketplaces, and more
Sonos filled homes with silky smooth sound, but it’s questionable if their strategic decisions made them anything more than commodity hardware.
On newsletters, courses, and creator marketing
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