Hey @andrewchen when you looked at the substack investment, what did you think the TAM was? We used a paywall software for content. Its so bad. I’d want someone to do substack but for web but am curious how big the market is.
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Information *wants* to be free. The TAM for restricting access to information on the web is running against the natural state progression for the web. However, choosing a specific niche is where the value is, eg Bloomberg for financial markets. Good luck though.
I agree with the second part. But it goes against the first. In the future I think most Americans will pay for wed based content.
