Sublime
An inspiration engine for ideas
The End of the 1 Billion Active User Ad-Supported Consumer Startup
Andrew Chenandrewchen.substack.com



Om Malik: Bumper Sticker Gurus
open.spotify.com“There’s been a complete shift, from what I’m seeing,” he said. “Acquiring a customer that is not break-even or profitable is almost as stupid as driving your car backwards on a highway. You just don’t do it anymore.”
Hal Koss • The DTC Party’s Over. What Happens Next?
We’ve spent the last few decades getting to the point that we can now give everyone on earth a cheap, reliable, easy-to-use pocket computer with access to a global information network. But so far, though over 4bn people have one of these things, we’ve only just scratched the surface of what we can do with them. There’s an old saying that the first ... See more
Benedict Evans • What comes after smartphones? — Benedict Evans
We love AR, but new entrants need to be able to differentiate meaningfully from existing platforms who are able to simply add more AR features to an already captive audience. While the widening of access to AR technology via existing channels (e.g. extensive filters) has been helpful in driving mass market adoption and familiarization, it’s also be... See more