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Substack

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Feb 12, 2026 by Ben Thompson · said 15 times in 2 episodes since 2025 · across every show →

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brought up most by John Collison (14), Marc Andreessen (1)

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2026 6 mentions in 1 episode
2025 9 mentions in 1 episode

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Everything said about Substack, oldest first

Feb 12, 2026 bearish
Insight
Ben Thompson: Top creators have no incentive to join Substack's bundle
“Yeah, the problem is the merchants who will drive, make that bundle valuable, have no incentive to join the bundle because they could make more just monetizing users directly.”
Ben Thompson Feb 12, 2026 ▶ 1:01:58 Ben Thompson from Stratechery on AI ads, the end of SaaS, and the future of media
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