Eugene Wei – Tech, Media, and Culture - [Invest Like the Best, EP.117]
open.spotify.comSaved by sari
Eugene Wei – Tech, Media, and Culture - [Invest Like the Best, EP.117]
Discussing the diminishing returns of virality and the strategic pivot towards building long-term value with smaller, engaged audiences.
TRANSCRIPT
And so we are certainly evaluating, like, what do we want from the work that we put out now? And what is the scale of the relationship with an audience that that work is going to have?
I actually believe that it will be very cool to spend the next three, five, maybe even 10 years engaging with much smaller audiences. It's going to take a lot of
... See moreI would say it depends.
First off, I’m pretty proud of Stratechery’s record over the last couple of years. When it comes to the big companies I traditionally cover I think I’ve been pretty sharp, including sketching out their relative strengths/opportunities/risks in AI [1], calling out Apple’s strategy pre-Apple... See more
Ben Thompsonx.comSo I think it’s very critical if you’re doing a startup to understand if you are going to be offering a product that is actually an entertainment-based product — because that really widens your competitive set.