People vs Algorithms Substack As A Unicorn
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Jul 18, 2025 Dive into the intriguing world of Substack's ambitions, navigating the messy reality of their creative execution. Explore the potential launch of an OnlyFans-like network and how livestreaming could reshape media engagement. Unpack the shifting dynamics of online content and AI's surprising influence on traditional tools like Excel. The hosts also tackle Google Discover's new strategies and the impact of AI on various sectors, promising a lively discussion about the future of media and creativity.
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Substack's Unique Intimacy Model
- Substack aims to build a consumer app like YouTube or OnlyFans but with less risqué content.
- They have created unique intimacy between writers and audiences that can potentially drive monetization.
OnlyFans' Revenue Comes From Messaging
- Most revenue on OnlyFans comes from personalized messaging, not subscriptions.
- This personal access drives customers to spend significantly beyond basic memberships.
The Value of Niche Comment Sections
- Successful comment sections rely on intimate, paid communities rather than large, open forums.
- Publishers gave up on comments prematurely, missing out on audience engagement.