Messages
3/3/2021
14 : 24
Creeping as a Service (CraaS)
How Spoonbill reveals our obsession with identity
3/3/2021
14 : 24
Why I like Dispo
David Dobrik's new photo-sharing app just might be a winner.
12/18/2020
10 : 54
Why Content is King
How media creates power
12/4/2020
4 : 5
Three Shorts: Snap, Apple, Vox
Hey! Welcome to Three Shorts, a recurring series where I unpack the strategy behind the news in as few bullet points as possible. Because you're on the free list, you only get 1.5 shorts. If you
12/4/2020
3 : 10
Why Salesforce bought Slack
Three shorts: the strategy behind the news, in as few bullet points as possible.
12/4/2020
3 : 5
LinkedIn’s Alternate Universe
How the professional platform makes networking weird
11/19/2020
7 : 24
Three Shorts: Instagram, Spotify, Substack
The strategy behind the news, in as few bullet points as possible
11/13/2020
6 : 47
Three Shorts: Fast's 1b valuation, McPlant's power move, and Apple's disruptive M1 chip
The strategy behind the news in as few bullet points as possible.
10/22/2020
20 : 4
What I got wrong about Quibi
A post-mortem for a failed prediction, and a failed startup
10/21/2020
18 : 24
Who Gets to Solve Death?
The two types of “death tech” companies
10/19/2020
2 : 35
Why winners sometimes take all, and sometimes don’t
Lessons from ecology's “competitive exclusion principle”
9/29/2020
11 : 4
Intangible Returns
How strict prioritization processes cause malaise, and why you should take gut instinct more seriously in your planning process.
9/18/2020
9 : 14
Roam’s road ahead
How the tool for networked thought can grow into its $200m valuation
9/12/2020
17 : 44
What books should Divinations review?
Hey! Happy Saturday :) Quick question for y'all — What books would you like to read a Divinations review of? There are two types of books I thin…
9/4/2020
16 : 9
Strategy Smells
Hints that your strategy isn't working
9/4/2020
8 : 40
The implicit critique of disruption in 7 Powers
Can disruption be simplified?
8/25/2020
10 : 55
Oatly: The New Coke
Fool me once, shame on you...
8/25/2020
10 : 52
Disrupting Disruption Pt. 2 — Ben Thompson
The “divine discontent” critique
8/25/2020
10 : 45
The inventors of "the passion economy" thesis, live on Zoom
I'm interviewing Li Jin and Adam Davidson on Friday!
8/25/2020
10 : 40
Instagram can’t recreate TikTok’s magic
The content format is a red herring. What really matters is the structure and purpose of TikTok's network, which is antithetical to Instagram.