Subscription Media

1/ Thread: Newsletter TAM Today I polled on twitter how many investment professionals pay for newsletter/research blog/substack subscription. Almost half responded: Zero. The other half who pays for subscription, more than half of them pays for only one... See more

The past generation of social apps won the market through a playbook: - building big networks with feeds for discovery - creating a followers/status competition for engagement - bringing together creators and audiences - monetizing with ads - supporting photo,... See more

while this podcast will 100% reduce my daily update open rates, it will also 100% increase my likelihood of retention to @stratechery. subscription media models are masterful for aligning business and user incentives in a way that ad models are not. @noahchestnut WDYT?