Nick Quah

And to some extent, this is an expression of that. I can talk about how good my investment strategy is over Twitter or Blue Sky or whatever, but you want to go to where people are and you also want to go to and build out spaces where you can have a deep, loyal following if you're thinking about it, right?

And to some extent, this is an expression of that. I can talk about how good my investment strategy is over Twitter or Blue Sky or whatever, but you want to go to where people are and you also want to go to and build out spaces where you can have a deep, loyal following if you're thinking about it, right?

And to some extent, this is an expression of that. I can talk about how good my investment strategy is over Twitter or Blue Sky or whatever, but you want to go to where people are and you also want to go to and build out spaces where you can have a deep, loyal following if you're thinking about it, right?

You've got to have many spaces that you can attract people and you've got to be where people are.

You've got to have many spaces that you can attract people and you've got to be where people are.

You've got to have many spaces that you can attract people and you've got to be where people are.

I can't speak for what happens in the hearts and souls of other people, but there is a very contained, specific lane here. I think about it in three layers. We're speaking in December 2024. The first layer is the fact that the first mover advantage, it's over. In the same way that if you started a sub stack now, God knows if your sub stack is going to be big.

I can't speak for what happens in the hearts and souls of other people, but there is a very contained, specific lane here. I think about it in three layers. We're speaking in December 2024. The first layer is the fact that the first mover advantage, it's over. In the same way that if you started a sub stack now, God knows if your sub stack is going to be big.

I can't speak for what happens in the hearts and souls of other people, but there is a very contained, specific lane here. I think about it in three layers. We're speaking in December 2024. The first layer is the fact that the first mover advantage, it's over. In the same way that if you started a sub stack now, God knows if your sub stack is going to be big.

There's always a benefit to being first to a medium that's kind of buzzy or first to a platform that's kind of buzzy that's going up. And the other layer of podcasting, the layer I think about is that podcasting is just an expression of the internet. It's hard to launch a new podcast not the same way it's hard to launch a new website now. There's just so much territory claimed.

There's always a benefit to being first to a medium that's kind of buzzy or first to a platform that's kind of buzzy that's going up. And the other layer of podcasting, the layer I think about is that podcasting is just an expression of the internet. It's hard to launch a new podcast not the same way it's hard to launch a new website now. There's just so much territory claimed.

There's always a benefit to being first to a medium that's kind of buzzy or first to a platform that's kind of buzzy that's going up. And the other layer of podcasting, the layer I think about is that podcasting is just an expression of the internet. It's hard to launch a new podcast not the same way it's hard to launch a new website now. There's just so much territory claimed.

There's just so many competitors in it, so many participants. That doesn't mean that you can't carve out your space in the universe, that you can't sort of go from zero to one in any of these pockets. But the other layer here is that podcasting over the past...

There's just so many competitors in it, so many participants. That doesn't mean that you can't carve out your space in the universe, that you can't sort of go from zero to one in any of these pockets. But the other layer here is that podcasting over the past...

There's just so many competitors in it, so many participants. That doesn't mean that you can't carve out your space in the universe, that you can't sort of go from zero to one in any of these pockets. But the other layer here is that podcasting over the past...

one two years it's gone through a pretty radical transformation on the one hand it's gone through a huge sort of period of contraction after spotify and a lot of big money came into the business but also now it's just being sort of absorbed and eaten up by video like it's it is emerging in many senses with youtube as an ecosystem in ways that i think folks who need to build businesses in the space are embracing because it means more guaranteed money but it also means that it's its identity is kind of little like

one two years it's gone through a pretty radical transformation on the one hand it's gone through a huge sort of period of contraction after spotify and a lot of big money came into the business but also now it's just being sort of absorbed and eaten up by video like it's it is emerging in many senses with youtube as an ecosystem in ways that i think folks who need to build businesses in the space are embracing because it means more guaranteed money but it also means that it's its identity is kind of little like

one two years it's gone through a pretty radical transformation on the one hand it's gone through a huge sort of period of contraction after spotify and a lot of big money came into the business but also now it's just being sort of absorbed and eaten up by video like it's it is emerging in many senses with youtube as an ecosystem in ways that i think folks who need to build businesses in the space are embracing because it means more guaranteed money but it also means that it's its identity is kind of little like

little squishy right now. Is it audio? Is it video? Is it YouTube? Like, what is it not within YouTube?

little squishy right now. Is it audio? Is it video? Is it YouTube? Like, what is it not within YouTube?