Jacob Donnelly
9.9K posts
Jacob Donnelly
@JayCoDon
Founder of A Media Operator, a digital media company about building digital media companies. Former @morningbrew & @coindesk
New York, New York Katılım Kasım 2010
1.4K Takip Edilen6.6K Takipçiler
Mon Mothma and Bail Organa did more to save the galaxy than the Jedi ever did...
English
Spoke with @FOSAdam on the AMO Show this week. The revenue growth is incredibly impressive. Full episode in the replies.
English
My AI shot gives me bouncier hair, but takes away a good bit of my chest - I'm far girthier IRL
English
This is a journalist’s job.
If he’s going to use equity, then the answer was “we’re going to issue more stock.”
Sorkin’s job is to get that information out to the investors who watch his show.
Jesse Tinsley@JesseTinsley
People fundamentally dont understand the financial system. You can leverage the combined equity value of the businesses to offer say ~ $55B with ~$10B of your own combined cash and $20B debt and $25b equity as the combined entity is worth ~$65b. One of the greatest interviews of all time. Ryan is just not having any of it haha
English
@vixsheikh If someone opens your newsletter, they've opened it. And if they haven't, they haven't. So, it's not a constraint on whether your content is being read.
It's a constraint on reporting, which is a fair criticism.
English
This is an insane way of framing it.
Yes, you may see a lower open rate, but open rates don't pay the bills, actual opens do.
But sure, let's encourage people to trust a 3rd-party app as the "direct line to the audience." That's never gone wrong before.
Substack@Substack
Gmail changed how tracking pixels work, so open rates are reading lower across every email platform Your audience hasn’t gone anywhere—this change has had no impact on actual subscriber behavior. Click-through rates, delivery, and engagement have all remained stable. These, along with new subscriber counts, unique views, and paid conversion rates, are the clearest signals of genuine, high-quality engagement and whether people are truly connecting with what you're making. Email may continue getting less reliable. We can’t control how email providers operate, but this is exactly why we are investing in the Substack app, which delivers posts and Notes directly to your audience. On Substack, you have a direct line to subscribers, on a platform whose business model only works when yours does.
English
@duffycommaryan I see the vision as well and at this stage, they’re definitely the friendlier of most platforms. But if someone is an app follower and not an email follower and you leave SS, AFAIK, you can’t take those app followers with you. It’s an incremental cage.
English
Totally hear you. Default skeptical is the right way to look at any platform! But I give Substack a lot of credit for being one of the first to give users real audience portability. Even tho it’s evolved into a semi-walled garden over time, I think there’s a lot of value behind those walls for a lot of people. I see the vision.
English
Creators and publishers should show up wherever their audience is.
But I take issue with this: "On Substack, you have a direct line to subscribers, on a platform whose business model only works when yours does."
There has never been a platform in the world that didn't then rewrite the rules on the creator who built their audience on their app.
English
I interpret his post as making the same point you are: the “truth” is at the middle and bottom of the funnel. Either way, I think it’s plausible that AI could seriously disintermediate email the same way it’s doing to search. So the argument for Substack and/or other platforms as a hedge makes sense to me (in theory). Idk that I believe AI will actually be that disruptive…email feels pretty untouchable! But it’s on the table at least.
English
@AdamSinger I'm taking issue with this: "On Substack, you have a direct line to subscribers, on a platform whose business model only works when yours does."
That's not a direct line to subscribers. That's a direct line to their users on their app until they change the rules.
English
@JayCoDon where do they say they are not also going to deliver emails? so what if there's an app as well
English
Spoke with @rafat about what happens to conferences when you can take everything a particular speaker has said, upload it to AI, and ask it questions. Why attend a conference anymore?
Full episode in the replies.
English