sari

Our analysis showed there was limited marginal benefit to customer conversion or retention rates under 42 minute ETAs. As long as deliveries were sub 42min, customers didn't really care how long they took. Uber focused on achieving sub 30min delivery times to their own detriment.

All of this brings us to the only way Substack can become a high-growth platform with network effects that attracts and retains all types of authors: it needs a way to cross-promote readers from one author to the other, while maintaining the authors’ independence, so that authors need to come to grow their audience.

As we saw with Mr Beast’s launch of his restaurant chain, delivery platforms and ghost kitchens are opening up the restaurant business. The rise of UGC games such as Roblox and Minecraft is opening up the games industry, with influencers like Preston Arsement driving millions of dollars with minimal overhead.

So there's basically two pieces of advice I would give. One is collect stepping stones and honor interestingness... The second piece of advice is the more visionary angle, which is to recognize stepping stones when they snap into view for the first time.