This to me is the key to understanding Substack: a delicate balance between growth-driven pragmatism and ideology-driven constraint. Both motivations are present, and they’re doing their best to harmonize them, even though there is some degree of inherent, inescapable conflict.
We look at apps like DoorDash and see food delivery. Rather, view them as the last-mile enabler for businesses who are leaning into localized eCommerce. Food delivery, alone, will not justify the $50+ billion market cap but a city-by-city network of local retailers may.
This is not generally how we run collaborative systems because we run them by consensus, which is the exact opposite. That's about pruning out stepping stones. People start generating things and then we start saying, "No, no, no. Committee doesn't like this. Committee doesn't like that." We then converge to the thing, which is basically the consens... See more
In this case, Apple should both allow ClassPass to sell its classes via a webview (i.e. loading a webpage within its app), and also offer in-app purchases for, say, 10%; yes, that’s more expensive than credit card processing fees (which are ~$0.30+2.5%~2.9%, or around 6% of a $10 purchase), but the superiority of the user experience may convert eno... See more