SVB blame games
Let the narratives begin
Latest
Recode's missed opportunity
It had the right formula
Panic at the LLM
More AI angst, Substack’s network ambitions, curatorial narcissism
Axel Springer's US ambitions
The Germans are coming
The Daily Upside's growth playbook
The finance newsletter has grown to 850,000 subscribers in four years
Changing lanes
Informed is bundling premium subscription content
The new subscription bundle
Informed is bundling premium subscription content
The return of conversational media
The spread of conversational interfaces will change media habits
The race to define AI
Opportunity or threat?
Chaotic energy
Spreadsheet energy has diminishing returns
Optimism, AI and backlashes
Plus: An interview with the "original Substacker"
Finding leverage
Figuring out how to win starts with figuring out your unfair advantages