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From Blog To Bloomberg To Substack
- Noah was born in Oklahoma then moved to Texas and later lived in Japan before grad school and academia shaped his career path.
- He started blogging in grad school, became a professor, then wrote for Bloomberg and launched his Substack No Opinion.
Why Substack Works For Analysts
- Substack's strengths are email distribution and ecosystem-driven growth that connects readers across newsletters.
- Opinion writing is distinct from journalism: it synthesizes others' reporting like a public-facing analyst rather than gathering primary news.
Bundling Explains Big Media's Survival
- Big publications remain useful because they bundle many writers and content types, giving cheaper breadth to average readers.
- Popular individual writers may unbundle and go independent, creating a selection effect away from major outlets.