4 ms·
I think the bigger issue is what is their competitive moat? I can't think of a single thing that isn't going to be replicated elsewhere. Unless they start cro
by x0x0 4y ago
I think the bigger issue is what is their competitive moat? I can't think of a single thing that isn't going to be replicated elsewhere. Unless they start cross advertising between their different newsletters or something to create some type of network effect.
- svnt 4y agoThe cross-marketing was clearly the plan but I wonder how many established-writer stans are like “This wasn’t so I could talk to my hero, I was also waiting to pay some unknown person for their food ideas.” My guess is the conversion numbers on that are terrible.
- burkaman 4y agoIt has already been replicated. Ghost is one example I know of that is very explicitly competing with them: https://ghost.org/vs/substack/ https://ghost.org/vs/substack/ One newsletter I'm subscribed to recently switched from Substack to Ghost, and as a reader it was completely seamless and I might not have noticed if they hadn't mentioned it. They were able to transfer all their paid subscribers and article archive, so it doesn't seem like these services have any real moat.