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Transcript

The Substack Conundrum

Substack’s raising a new round of capital as it gains more momentum as the platform of choice for independent content creators. But is it a good business?

Plus: the AI disconnect in Cannes, Momdani’s media savvy and the case for European fruits and park’s supremacy.

Chapters:

  • 00:00 Open

  • 00:51 Welcome

  • 01:36 Smaller Media M&A

  • 06:59 Substack's Raising Money

  • 15:23 No AI In Cannes

  • 28:34 Post Text Media

  • 32:08 Sports Obsession in Media

  • 37:07 F-bomb Moment

  • 43:23 Travel Notes

  • 49:17 Good Product

  • 53:47 Outro

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