An introduction to one of Michael Porter’s most enduring frameworks
Happy Friday! Above is a recording of me narrating this week’s essay explaining bundle economics, “Bundle Magic.” I tried something a littl
Your questions and critiques, answered!
How strict prioritization processes cause malaise, and why you should take gut instinct more seriously in your planning process.
Opening a marketplace creates complicated new tradeoffs
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
Three Shorts: Facebook Portal — back from the dead!; an advertising arbitrage opportunity; a funny story about the power of incentives
Plus, how to be a person on the Internet, with Visakan Veerasamy
Three shorts: the strategy behind the news, in as few bullet points as possible.
Trying something new - what do you think?
A new talk show starring Li Jin and yours truly
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
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
Decoding Apple's intentions
On newsletters, platforms, marketplaces, and more
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, courses, and creator marketing
Sonos filled homes with silky smooth sound, but it’s questionable if their strategic decisions made them anything more than commodity hardware.
