Three shorts: the strategy behind the news, in as few bullet points as possible.
What happens when an economy holds its breath?
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
Opening a marketplace creates complicated new tradeoffs
Happy Friday! Above is a recording of me narrating this week’s essay explaining bundle economics, “Bundle Magic.” I tried something a littl
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!
Hints that your strategy isn't working
Plus, how to be a person on the Internet, with Visakan Veerasamy
Also in Three Shorts: Amazon buying Wondery, and Calm's $2b valuation
A eulogy for a larger-than-life thinker
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?
Hey subscribers! Here is the audio version of the Jesse Beyroutey interview on Dominance Friction. If you haven’t already, I strongly encour
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
Sonos filled homes with silky smooth sound, but it’s questionable if their strategic decisions made them anything more than commodity hardware.
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
On newsletters, courses, and creator marketing
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