Divinations

Get smarter about business strategy.

Sep 21, 2022

Figma’s Layered Lessons

Or, how to learn something useful from big events

May 10, 2023

Noise-Canceling Filters for the Internet are Coming

What happens when “the algorithm” is just a prompt to GPT-4?

Mar 15, 2023

LLMs are the new CPUs

…but is OpenAI the new Intel?

May 6, 2022

Map of a Downturn

Untangling the complex causal chain that makes good times go bad

Jan 11, 2023

Writing as Strategy

Five lesser-known benefits of thinking out loud

Aug 31, 2022

Intelligent Tools

A third revolution in software is happening, and we’re just beginning to understand it.

Dec 14, 2022

How to Prioritize a Roadmap

10 theses for building better products

Mar 22, 2022

Screw it, I’m investing in Peloton

I’m in at $22.51—we’ll see what happens next.

Apr 12, 2023

Twitter is Fragmenting

People want to be fragmented now

Feb 2, 2022

The Psychology of Strategy

How to see what you aren't seeing

Sep 13, 2022

What is a Business?

An expansive question that has surprisingly practical value

Oct 4, 2022

Good Positioning Makes Everything Easier

Here’s how to do it well

Feb 22, 2023

Five AI Products You Can Build With GPT-3 Today

I’m surprised these don’t exist yet

Aug 24, 2022

⚠️ Time to BeWorried ⚠️

Viral photo app BeReal has a unique feature, but not a unique network.

Sep 28, 2022

The Infinite Article

How close are we to having a personal AI that can write the perfect thing just for us?

Apr 5, 2023

Updating iOS for the AI Era

Apple has two choices: adapt or die

Dec 7, 2022

My Philosophy of Product Building (Part III)

On launching and learning

Nov 16, 2022

Technology Waves and How to Ride Them

Advice for Generalist Founders

Apr 30, 2022

Twitter as a City-State

The Argument for Democracy in Cyberspace

Jul 20, 2022

Finding Power: How To Do Market Analysis

A step-by-step process for uncovering the power dynamics that govern any industry

Apr 15, 2020

Bundle Magic

How to make 1 + 1 = 3

Mar 31, 2022

Recursive Publishing

A force to be reckoned with

Sep 13, 2021

Overcoming Web3 Bias

How to navigate strange new paradigms that could change everything—unless they don’t.

May 20, 2022

Mastering the Market Cycle, by Howard Marks

My chapter-by-chapter summary, with notes and reactions