Divinations (private feed for dshipper+superorganizers@gmail.com): Recent Episodes

Dan Shipper

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Listen now | Returning for the new year’s first conversation, Rachel asks Dan and Nathan about how their writing collaboration mirrors their unique business partnership. Taylor wonders how people get started on a piece—and what their experiences have been working with editors after that point—and Adam finds parallels between the editor/writer relationship with his time in finance.

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Dan and Nathan welcome Andre Plaut, creator of The Prediction Game—a competition to predict the events of the coming year for a tantalizing prize—which Everything will be hosting next year. Giving the details on the game’s more intimate origins and the wild year it had in 2020, Andre reveals how he built the game, how it works as a time capsule, and some of the predictions made by this year’s frontrunner. When you’re done listening, make sure you sign up for the Prediction Game!

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Listen now | Having spent the week responding to a prompt—What does it mean to be alive?—Rachel and the Bundle writers spend their final hour of the year sharing their answers, as well as their thoughts on feeling enthusiasm and affection in and for our work and learning. Who is allowed to express these feelings? Who isn’t? When do we get in our own ways, and how might we write ourselves back on track?

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Nathan takes Dan behind his latest Divinations essay, “Why Content is King,” from the writing process—which included drafting the piece in longhand—to why some of its claims aren’t heard very often. One of those claims? That network effects, most commonly associated with software, belong in the conversation about why media businesses hold as much power as they do today.

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Dan and Nathan address the news that’s been dominating the Everything Slack all day: Substack’s long-awaited reader, which collects your newsletters in one place and points you to new ones. The guys aren’t totally euphoric on it just yet…but of course, there’s time. Listen for what the reader is missing right now, what functions future versions might add, and the lessons Dan and Nathan have learned about feeds from the Bundle Digest.

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Listen now | After talking through questions of editorship and Rachel, Dan, Nathan and Adam turn their attention to the week’s reading: Helen Keller’s memoir The Story of My Life. The book doesn’t just chronicle Keller’s triumphant entry into language and her relationship with her teacher, Anne Sullivan—it offers context for her political activity and power of imagination, both of which are rooted in a crucial writer’s tool: Empathy.

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Listen now | After giving Nathan proper credit for getting him to finally listen to—and enjoy—podcasts, Dan takes a pressing question from a recent one to the air: Why are are humans uniquely good at stressing out? The conversation is honest, hopeful, and includes Dan’s dream to get on the phone with the biggest anxiety researchers out there.

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Listen now | Nathan loops Dan in on something he thought was a problem: falling in and out of love with different software too quickly. Turns out, it’s maybe not a problem at all—it’s the kind of cycle we should lean into more often. Listen through for how seeking novelty can help break monotony, and why you shouldn’t moralize about your own productivity.

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Listen now | Reacting to the news of Slack’s purchase by Salesforce, Nathan gets into the different opportunities in hardware vs. software and Dan goes deep on building and wrestling with a co-browsing tool. Together, they plot how one might go about taking down Salesforce…if Salesforce doesn’t buy you first.

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Listen now | Dan and Nathan discuss one of the many recent takes on Substack, and try to offer a counterpoint to the idea that newsletter writers need to make choices between quality and frequency. Let us know where you fall in the comments! How did you feel about this episode?

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Listen now | After a writing exercise where the panelists explored different career paths they might have followed, Dan, Adam, and Taylor talk through their experiences imagining alternate realities in writing. Where does regret become possibility? What are the uses—and precarities—of doing personal writing with an audience in mind? Would Taylor have made a good furniture designer?

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Dan and Nathan ponder the latest features shipped by Twitter and Instagram, and the reactions to both. At what point do compelling experiences give way to frequent needs?

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Listen now | Rachel and the writers (including new panelist Fadeke Adegbuyi!) welcome the author of Writing As a Way of Being himself, Robert P. Yagelski—or Bob, as we’ve come to know him. With Bob’s seminal work on the sensory experience of writing as a foundation, the discussion ranges from the classroom to the office to the mind, in search of answers to one (massive) question:

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After reading Dan’s Superorganizers profile on people person Peter Boyce, Nathan wonders why his hands-on approach to social and business calls is an outlier amongst successful, busy people. Does success make it tougher to remember what it was like when we started out?

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Listen now | Nathan walks Dan through the ideas and strategy behind his new Divinations series, Three Shorts. How did you feel about this episode? Amazing • Good • Meh • Bad

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Taking cues from Robert Yagelski’s Writing as a Way of Being, Rachel guides the panel through pedagogy. At the end of a taxing week, how can we access writing’s meditative potential? What myths have we been taught about “productive” writing — and how do we begin to unlearn them?

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Weary of Election Discourse? Dan and Nathan are, too – but they also think there’s some use in paying attention to the world outside of work, even when it’s exhausting. Is it possible to think of yourself as a creator or consumer and a citizen at the same time? And how do you stay productive while doing so?

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The team talks to John H. Richardson, award-winning journalist for publications including Esquire and GQ — and Rachel’s dad! — about structure, note-taking, doing friendly battle with editors, and how and why to push through blank-page fears.

If you didn’t get a chance to read it before the live show last week, you can find “My Father the Spy” here.

And check out John’s other articles mentioned in this episode — on Dr. Willie Parker; the swinging doctor; prison theater; and polyamory.

Next on TLC: Writing as a Way of Being

This week, we’re reading a chapter from scholar Robert P. Yagelski’s book Writing as a Way of Being, entitled ‘Toward an Ontological Theory of Writing.’ The team will be talking issues of pedagogy, otherwise known as a few of Rachel’s Favorite Things: how are we taught to write and how might that contribute to a trauma around self-expression? What is this anxiety we feel when it comes to that blank page? What is the role of the body in writing through our digital omnipresence? Let this TLC be a balm for the week to come.

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Listen now | Mario Gabriele talks about his experience staring down a $6 billion hedge fund over an article he wrote.

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Listen now | Taking a hard look at Substack’s top ten after yet another chaotic week for media (and for everything else), Dan and Nathan dig into the Publisher v. Platform debate. Is it possible to reduce the harm done by platforms when you don’t even have a metric to measure it?

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Using the exciting new launch of Ask Jerry as a springboard, Nathan and Dan parse out the importance of radical self-inquiry in business, and chart their own evolutions as founders and workers, stealing inspiration from Ted Lasso while avoiding the Sam Harris rabbit hole.

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Listen now | Rachel talks with Dan, Nathan, Adam, and new panelist Taylor Majewski about Carmen Maria Machado’s genre-smashing memoir, In the Dream House. What are the individual bricks keeping Machado’s house of memory upright? When do metaphors end up creating reality itself? How do you announce your presence within an experience you’ve been historically denied?

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Dan and Nathan eulogize Quibi – and extend some sympathy to anyone who has a big idea.

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What began as a weekly “Great Writing” meeting is now the newest member of the bundle! Dan and Nathan reflect on how their joint desire to give business writing a better name became something they’re looking forward to every week now: The Long Conversation, with Rachel Jepsen!

This conversation is short, though. It starts with merisms and ends with Sapiens. Sold?

Catch up with a podcast of The Long Conversation’s premiere here! And join our live broadcast of Episode 2, this Friday, October 23rd, at 5:30pm EST! We’ll be discussing these excerpts from Carmen Maria Machado’s In the Dream House.

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Listen now | Introducing The Long Conversation: Podcast Edition! In this edited version of Rachel’s first live chat with the Bundle writers, they discuss editing etiquette, the upside of being down on your own writing, and Alexander Chee’s The Rosary. How long does it take to write something with true layers? Do things only become real when we create metaphors for them? Whose mom beat everyone else to figuring out what this essay is

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After reflecting on their expectations for the (extremely successful) Almanack launch, Nathan takes Dan through his new investigation of the Competitive Exclusion Principle. Turns out business and nature aren’t so different after all!

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Listen now | Nat Eliason talks to Dan and Nathan about Almanack, his brand-new Bundle newsletter exploring everything it takes for you to live a life that is healthy, wealthy, and wise. Nat explains the appeal of joining the Bundle, how he got into the self-improvement world, and challenges Nathan to take his crown for the most-read Divinations post.

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After catching up with the latest from Coinbase and its employees, Nathan tells Dan about his week…which honestly sounds more like a country song. How do you support your co-founder when they feel like they need to push through a tough time by working harder?

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Dan takes Nathan through his Superorganizers piece on Spatial Organizing. The technique is useful for a pretty much any project, from writing a book to getting customer feedback. Got any more? Let us know in the comments.

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Dan talks with Nathan about his latest article, Intangible Returns, and they reflect on their own prioritization strategies as a company.

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Dan and Nathan process Coinbase’s decision to disengage from any political issues outside their core focus. What were they trying to do? What effect will it actually have? How do we feel about it?

It’s complicated. But worth grappling with for anyone building a business in these times.

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Nathan interviews Dan about his latest Superorganizers article, “Dopamine Stacking.”

Why are we always compelled to try new tools, which often feels great for a little while, and then wears off

Can we perhaps harness this novelty-seeking behavior for good?

Listen to find out!

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File this one under “the unbundling of media”: 

Veteran reporter Casey Newton has left his job at The Verge and is launching his own Substack publication!

So, of course, Dan and Nathan can’t help but speculate about what that means for incumbent media organizations, whether all popular reporters will eventually go independent, and what that might mean for our bundle.

Enjoy!

PS — Subscribe to Casey at https://www.platformer.news

PPS — Check out our previous episode with Alex Kantrowitz, who is also referenced in this episode.

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Dan interviews Nathan about his latest essay on Roam, the $200 million dollar note-taking app.

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Nathan interviews Dan about the latest Bundle Digest experiment and the overall strategy to make it into its own newsletter.

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Nathan and Dan discuss Superorganizers and Bundle Digest updates and the books they read on vacation.

Books mentioned:

Of Mice and Men by John Steinbeck

Artemis by Andy Weir

Thinking in Systems by Donella Meadows

Scale by Geoffrey West

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Nathan and Dan talk to Brian McCullough, host of the Techmeme Ride Home podcast, about how the ad deal in last week’s Bundle Digest came about.

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Dan and Nathan discuss productivity cycles, the latest version of Sparkle, Dan’s file management system, and how they relate to Nathan’s new puppy, Porter.

Here’s the TED Talk by Sir Ken Robinson that Nathan mentioned.

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Listen now (41 min) | We’re launching a new series to bring you along the journey of figuring out Every’s visual identity! 

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Li Jin, who co-hosts Means of Creation with Nathan, comes on the show to discuss the economics of her partnership with Every.

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In a follow-up to their conversation with executive coach Brian Wang last episode, Dan and Nathan discuss addressing small pain points — both emotional and physical.

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Brian Wang joins Nathan and Dan on a special episode that’s longer than usual!

Brian’s an executive coach who helps founders with the emotional side of the startup journey. In this episode, the three dive into how Nathan and Dan’s partnership has been going so far.

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Nathan and Dan talk through the experiments they’ve run with the weekly Sunday digests and what they’re going to try next.

Here’s the link to the very first episode of this podcast in which they discuss disagreeing about the digest.

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Nathan and Dan discuss how they test for what kind of content resonates.

P.S. — Here’s the essay on Oatly’s marketing by Nat Eliason just published in Divinations that they discuss.

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Nathan and Dan discuss how a new kind of media business model requires them to rethink how to fairly compensate writers for the bundle.

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Nathan and Dan discuss his latest Superorganizers essay on the framework he developed to help him follow his heart — and filter for the best ideas.

PS — Here’s the link to Dan’s post on why you should lick a book that we mentioned.

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Two things today:

First, a bit of follow-up from last episode. We’re alternating weeks where one of us is in “maker mode” and the other is in “manager mode.”

Second, we talk about our new feedback form! In case you haven’t noticed, we’ve started putting a little survey at the bottom of each article. It’s only been a few weeks, but it’s already transformative. Perhaps Substack will build native support for this?

Enjoy!

(And try out our feedback thingy, below!)

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As the Everything bundle grows, Nathan’s focus seems to have disappeared. Dan helps him troubleshoot, and by the end of the episode, we decide to try a new way of working.

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Dan interviews Nathan about his forthcoming series of Divinations essays that explore critiques of the traditional theory of disruption. In this conversation, we focus on Ben Thompson’s “divine discontent” critique.

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Dan and Nathan are both writing about Clay Christensen’s iconic theory of disruption, so we decided the second week of July every year is going to be Disruption Week!

In this episode, Dan discusses his article that is going to be published soon. It applies the theory of disruption and Thomas Kuhn’s theory of paradigm shifts to help us understand where new ideas come from, and what it feels like to have one. Turns out, you may be killing your best ideas prematurely.

Stay tuned for part two, where Nathan will discuss his article!

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Today, Dan and Nathan welcome guest Alex Kantrowitz to Talk Therapy! (This is a special episode that’s twice as long as usual!)

Alex left his job at Buzzfeed earlier this year to build an independent media business centered on his own reporting.

Yesterday, his first big piece came out:

Since this was a critical piece about a tech company, we thought it’d be fun to have Alex on Talk Therapy to bring a journalist’s perspective to the whole “tech vs media” discussion we’ve been having.

Towards the end, Alex said a thing that resonated with us:

“Journalists aren’t supposed to be friends with businesses. They’re there as a check… But it doesn’t mean that people need to hate each other, or that they’re out to get each other.”

If you liked this conversation, you’ll love Alex’s new podcast Big Technology. Subscribe here.

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Dan and Nathan commiserate over their writing slump and strategize how to escape it. Meanwhile, Adam’s essay hits the top of Hacker News! To wrap things up, we discuss our technique for delivering harsh feedback to each other without engendering any enmities.

PS — If you want to sign up for the talk show Nathan is hosting with Li Jin (great investor, formerly of Andreessen Horowitz, focused on the “passion economy” and creator-focused businesses), click here!

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Why is there so much animosity between the tech industry and journalists? Dan and Nathan try to sort through the muck.

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Listen now (14 min) | Adam Keesling made a financial model that predicted our growth with almost scary accuracy. 

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Dan and Nathan talk about helping Chris Bosh launch a newsletter: The Last Chip.

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Dan and Nathan discuss the art and science of starting a newsletter business. And how they’re probably more on the art side than you might guess.

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Dan and Nathan look back on how the Tiago Forte launch went, and learn an important lesson: before you start troubleshooting, make sure the damn thing is plugged in.

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Dan and Nathan discuss adding Tiago Forte to the Everything bundle, and take bets on how the launch will go.

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Dan and Nathan discuss an existential question for any creative and ambitious person: How do you choose to work with someone or on something?

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Dan and Nathan discuss balancing meetings with getting writing done. They also discuss balancing living a happy life with trying to put out great work.

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Dan and Nathan start out discussing the concept of Talk Therapy: a place to talk about the process of building a media business as it happens. But very quickly they turn to an even more interesting topic: their relationship.

Hear them discuss how forming a partnership with another creative and exacting person can sometimes be challenging, and how coming together to write the first Everything Bundle Digest email was more stressful than you might think.

Click here to read the transcript for this episode.

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Two friends start a business together. What could go wrong?

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This week on the Divinations podcast, Adam Keesling and I are interviewed by our pal Dan Shipper about our Quibi prediction piece!

How to Listen

If you want to listen, the best way is to click the “Listen in Podcast App” link above by the audio player. That way you can listen in your favorite app — assuming it’s not Spotify — and subscribe to new episodes there.)

One Good Quote

At minute 10, Dan asked us what it was like to try Quibi for the first time after spending days writing a contrarian essay arguing they’d succeed.

I said:

Yeah, I mean it was terrifying. [nervous laughter] I really didn’t want it to suck but I also didn’t want to go into it biased. It’s a funny illustration of how you judge something when you’re obviously biased and you know you’re biased. Do you trust your gut reaction? You get all mixed up and it’s not a natural way to try a new thing. Frankly, I didn’t even really trust my opinion of the shows or the app design because I’m either being to harsh on it because I’m over-correcting, or I’m being too positive because I’m just going with my confirmation bias. That’s why I wanted to write the article before it came out.

In This Episode

Minute 1–7: We tell the story of how we ended up changing our minds about Quibi in the process of writing the article.

Minute 7–9: Why Quibi raised so much money, and what it’ll take for them to generate a good return for their investors.

Minute 9–12: What it was like to use the app for the first time, after we’d spent days writing and researching a contrarian bull take.

Minute 12–23: Dan introduces a new segment! It’s called “stick or switch?” In light of the news that Quibi only had 300k downloads on the first day, do Adam and I stick with our prediction? Or switch to the bear side?

Minute 23-31: Why do people hate Quibi?

Minute 31–37: Has Quibi become a habit for us? Adam watches in the morning at breakfast, Nathan watches at night before bed.

Enjoy!

PS — Want to try Quibi but not sure what to watch? Our recommended shows are I Believe, The Shape of Pasta, and The Most Dangerous Game.

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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 Keesling.

Tip: to subscribe to Divinations in your podcast app, click the “Listen in podcast app” link by the audio player above!

Here’s what we talked about:

Minute 0–5: So, does Sonos have a moat? Not in the same way that Google or Facebook does, but they do have a premium, differentiated product with a good brand and probably have good unit economics. Also they can “land and expand” because people buy multiple speakers.

Minute 5–14: How did Sonos start? What was the problem they were solving? How’d their launch go?

Minute 14–18: Once streaming music became a thing (Pandora, Spotify, etc), how did Sonos respond?

Minute 18–25: Should Sonos have made headphones? Why didn’t they?

Minute 25–32: What impact have smart speakers and voice assistants had on Sonos’s strategy? Why doesn’t Apple allow Sonos to integrate Siri into their product, but Apple and Amazon do?

Minute 32–49: How does Clay Christensen’s Law of Attractive Profits help us decode Sonos’s strategic position?

Enjoy!

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The Divinations Podcast is back!

(If you want to add it to your podcast app, press “add to podcast app” by the audio player above!)

This week, Dan Shipper and I discuss our interview with Jesse Beyroutey, and dive deeper into the idea of “Dominance Friction.”

Here’s a rough outline:

In the first 8 minutes we introduce Dan and his relationship with Jesse

From minute 8–11 we introduce the general concept of Dominance Friction

From minute 11–20 we use the example of Transfer Wise to illustrate the principle of customer alignment. (It’s a really fascinating example that wasn’t in the original post, but will be written up in a forthcoming post for paid subscribers. Jesse invested in their seed round and now they are a billion dollar business, all because they had better alignment with customers than the incumbent banking industry.)

After minute 20 is my favorite part. We add some additional nuance to the idea of incentive alignment. We talk about Lambda School, General Assembly, Substack, Medium, Casper, Vanguard, etc. We talk about the limits of incentive alignment, and Dan comes up with an awesome metaphor, how incentives are like the climate and individual decisions are like the daily weather. I talk about how the problems with incentive alignment alone are pretty similar to problems with democracy and capitalism, and we get into a conversation about Leo Strauss. It gets deep, folks :)

Anyway — I hope you love this discussion, we had a ton of fun with it!

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Hey! Something special today :)

I always wanted to release the raw audio of the interviews I do. But part of the magic of the original interview is it can ramble and meander until we converge on an interesting, publishable idea. So it’s actually critical that the audio doesn’t get released publicly.

Thankfully I figured out a solution: After the article is written, then record a conversation!

So this week we’re launching the podcast! It’s a discussion with Hiten Shah about the article we published this week, “Great strategies depend on great inputs — here’s how to find them.”

Tip: to listen in your podcast app, click the “listen in podcast app” link next to the audio player above.

If you didn’t get a chance to read it, that’s ok. We summarize it in the podcast. We also get into all sorts of interesting topics, such as:

How to avoid the “faster horse” problem when listening to customers

A teardown of the strategy behind Divinations

Why Hiten’s not a fan of “jobs to be done” terminology (it doesn’t land well when you try to implement it in an organization).

Thanks, and enjoy!

Links

Richard Rumelt, author of Good Strategy, Bad Strategy, on YouTube

Why People Switch Document Apps

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Hello again!

Yesterday after I published the Sahil Lavingia interview I received a tweet from my friend Alex:

So now, I am sending out this audio edition, narrated by Sahil and me.

Pay up, Alex! ;)

In all seriousness, if you want me to keep doing this, let me know! It was fun to put together and I could release it as a podcast if there is demand.

Anyway, I hope you enjoy, and have a good weekend!

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