Venkatesh Rao ☀️
@vgr
Substack has built an incredible moat at this point. I think every other newsletter thing is toast. Still not sure the sector itself is sustainable. https://substack.com/@alexfinnofficial/note/c-116345412?r=1cjha&utm_medium=ios&utm_source=notes-share-action
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Alok Vasudev
@alok
what’s the moat in your view?
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Daniel Fernandes
@dfern.eth
the moat can only be what is not captured by an exportable e-mail list (e.g. moving to Ghost), which is what I think Substack Notes are (& why I think they are employing a classic Embrace, Extend, Extinguish strategy)
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