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Email Addresses and Razor Blades
Outside of the open web, email, and text, there isn’t a scaled D2C channel that is not controlled by a major platform. So the primary way that startups have to reach customers today is via paid acquisition. That’s why the question an investor asks today to a startup that is scaling is: where are you buying audience and what are your customer acqui
... See moreJohn Borthwick • Building bicycles for our minds
Ezra Klein asks: what comes first? the design of the internet, or what advertising needs on the internet? Tim Hwang think there is a deep path dependence in funding of platform companies. We have religious faith that if you aggregate a lot of attention online you will become the next Google/Facebook. We don't have a lot of examples of subscription
... See moreTim Hwang • Opinion | How the $500 Billion Attention Industry Really Works
The Internet, though, is a world of abundance, and there is a new power that matters: the ability to make sense of that abundance, to index it, to find needles in the proverbial haystack. And that power is held by Google. Thus, while the audiences advertisers crave are now hopelessly fractured amongst an effectively infinite number of publishers, t... See more