Substack reminds me of the early days of Blue Apron, where you could get really amazing cuts of meat or fish home delivered at a fraction of their cost because the company was burning money to build market share. The trick is always to know when to get off the Wheel of VC in time
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All that's missing from the Substack business model is a feature where, once you get people to sign up, part of the money that comes in from subscribers they bring in later accrues to youpic.twitter.com/heCf1FD1VE
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Personally, I'm waiting for the next Medium pivot. Most VC bonfires are one-offs, but
@ev has created the rare perennialShow this thread -
The thing about Andreessen-Horowitz investments in particular is that there's always a stupid master plan that the avowed business model is only phase 1 of. You can only get the millions out of A16Z if you know the pitch format, and that requires the grandiose world-eating secret
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