Subscription Media

The New York Times is using bundling better than any subscription product I can think of. The reason their bundle is so powerful is because they minimize SuperFan overlap, and maximize CasualFan overlap. Not sure what that means? Here's a breakdown on bundling strategy 🧵

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