More on Substack, and how they have done right by publishers, and why their approach may be essential in a post-ATT world.
Substack Launches App, Substack and the Four Bens, In-App Purchase and the Substack Bundle
Substack launched an app, which isn’t a surprise given their VC model, but which portends change all the same.
Microsoft Earnings, Microsoft Advertising, The Deflating Balloon
Microsoft had great earnings, but had to reassure investors all the same. Plus, new advertising efforts, and why shrinking private valuations help Redmond.
OpenSea, Web3, and Aggregation Theory
OpenSea is positioned as another Aggregator, which is evidence that Web 3 is a layer on top of the Internet, not a replacement.
Sequoia Productive Capital
Sequoia’s transformation of its venture capital model is actually a shift from financial capital to productive capital
Pandemic Progress
Marc Andreessen has changed his tone over the past year; there is a cynical interpretation, but I think the shift is justified.
Publishing is Back to the Future
Journalism cannot afford to be divorced from business realities; that applies to Australia, the New York Times, and even Andreessen Horowitz.
Clubhouse is a Unicorn(?); Clubhouse Versus Podcasts; Monetization, Moderation, and Monopoly
Clubhouse is (reportedly) a unicorn; where it sits as an audio app is as interesting as its status as a social network.
Substack and the Media, The Substack Opportunity, Substack’s Business Challenges
Substack is a threat to the media, but its business prospects are threatened by the same forces threatening all of media.
An Interview With Stripe President John Collison
An interview with Stripe President John Collison about Stripe Treasury, Stripe Capital, going public (or not), Stripe’s investments, and ambition.