Subscription Media

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What I Learned From a Year on Substack

Casey Newton platformer.news

Darren LI

Everything Is Becoming Paywalled Content—Even You

Jason Parham wired.com

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Explaining a16z's Investment in Substack

Adam Keesling adamkeesling.com

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Member Brief No. 1: Linear Commerce

Web Smith 2pml.com

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The Case for Netflix to Add an Ad-Based Tier

John Gruber stratechery.com

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How Substack Has Spawned a New Class of Newsletter Entrepreneurs - Digiday

Digiday digiday.com

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Twilight of the Media Elites

Antonio García Martínez pullrequest.substack.com

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A week ago, OnlyFans posted that they had paid out $700M to creators lifetime to date. Now the headline image says $725M. At a 20% take rate and with the approx timeline, thats ≈$800m-1.5B GMV run rate and $150-300M revenue run rate. This is a billion dollar media company.

Yoni Rechtman

twitter.com

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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

description twitter.com

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