The Rise of Newsletters

everyone talking about subscriber potential, but what BI is buying is a blue print for the next era of advertising— - 2,500,000 emails/first party data - 1,000,000 opens/active registered users - direct relationship with advertisers (non-programmatic) - emails are new cookies

1/ I think Substack is in the process of deciding whether they want to take Shopify’s approach or Etsy’s approach, or some combination of both...