Exponent Podcast: Scale Scale Scale

On Exponent, the weekly podcast I host with James Allworth, we discuss Email Addresses and Razor Blades. Listen to it here.

Email Addresses and Razor Blades

The fate of Harry’s and other DTC companies, particularly relative to companies like Credit Karma, highlight how the Internet elevates the importance of demand over supply.

The Daily Update Podcast

Stratechery is launching a new feature for subscribers: The Daily Update, as a podcast. Now you can read or listen to every post on Stratechery.