Substack

10 statements across 5 episodes · 5 bullish · 2 bearish · 5 people on the record · first statement Jan 8, 2021 by Packy McCormick · said 60 times in 16 episodes since 2020 · across every show →

Mentions by year

brought up most by Nathan Latka (42), Lenny Rachitsky (8), Tyler Denk (1), Ryan Allis (1), Rajesh Jain (1), Kyle Poyar (1), Justin Duke (1), Julian Frockman (1)

tap a year for its mentions
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0352020202120222023202420252026episodes it came up in
0052.51052020202120222023202420252026episodesmentions per episode
2026 1 mention in 1 episode
2024 3 mentions in 3 episodes 1 per episode
2023 8 mentions in 5 episodes 2 per episode
2021 45 mentions in 5 episodes 9 per episode
2020 3 mentions in 2 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about Substack, oldest first

Jan 8, 2021 positive
Insight
McCormick: Free newsletters grow faster and drive more serendipity than paid models
“And I want to keep it kind of free and open. I think it grows better. More people can read it. It creates more serendipity. Like there's just a lot of good things that come if I'm, you know, kind of willing to trade off the security of a paid subscription.”
Packy McCormick Jan 8, 2021 ▶ 4:20 Packy McCormick Not Boring Substack Hits $50k Revenue, 25k Subs
Jan 8, 2021 neutral
Prediction Held up
McCormick: Substack will not build an ad network anytime soon
“I don't think they're going to be building an ad network anytime soon, which is fine by me”
Packy McCormick Jan 8, 2021 ▶ 10:13 Packy McCormick Not Boring Substack Hits $50k Revenue, 25k Subs
Jan 16, 2021
Disclosure
Rachitsky: Lenny's Newsletter has 45k free and 3.3k paid subscribers
“I'm at about 45,000 free and about 30 3300 paid at this point.”
Lenny Rachitsky Jan 16, 2021 ▶ 2:14 LennysNewsletter On Building 45k List, 2.5k Slack Group, Monetization Strategies and Substack Future
Jan 16, 2021 positive
Assertion Not checkable as stated
Rachitsky: Lenny's Newsletter gained ~200 paid subscribers in days, ~400 in month one
“And so, yeah, I launched it and I got about 200 paid subscribers in the first couple of days. And then I got up to about 400 something in the first month and just kept growing.”
Lenny Rachitsky Jan 16, 2021 ▶ 16:13 LennysNewsletter On Building 45k List, 2.5k Slack Group, Monetization Strategies and Substack Future
Jan 16, 2021 neutral
Insight
Rachitsky argues newsletter platforms lack moats because creators leave freely
“I don't know if anyone really has a moat. What's interesting is their pitch is you can come and you can leave anytime you want, which works really well for people like me that join. Cause there's no reason not to try it, but then the downside of people can lea…”
Lenny Rachitsky Jan 16, 2021 ▶ 4:22 LennysNewsletter On Building 45k List, 2.5k Slack Group, Monetization Strategies and Substack Future
Jan 16, 2021 negative
Insight
Rachitsky: Medium captures upside and SEO while withholding audience email addresses
“Why are you giving medium all of your content? They're gaining all of the upside, all of the SEO, all the subscribers. You don't get any email addresses of your audience. So you have no access if you leave. And so that was the benefit of sub stack. And it was …”
Lenny Rachitsky Jan 16, 2021 ▶ 12:41 LennysNewsletter On Building 45k List, 2.5k Slack Group, Monetization Strategies and Substack Future
Jan 16, 2021 positive
Assertion Supported
Rachitsky says Heather Cox Richardson is Substack's top earner at $1M
“Like the lady that's at the top of Substack right now, Heather Cox Richardson I'm rooting for her. She's making a million bucks.”
Lenny Rachitsky Jan 16, 2021 ▶ 3:10 LennysNewsletter On Building 45k List, 2.5k Slack Group, Monetization Strategies and Substack Future
Jul 14, 2023 negative
Insight
Steer: Corporate blogs have lost value for analytical content
“People don't go there for, you know, analytical content anymore. They go there for the product announcements and that kind of thing, and so in order to do this right, I'm gonna start a new brand. I'm gonna do this on Substack instead”
Derek Steer Jul 14, 2023 ▶ 14:46 The 25 problems you don't need to solve
Aug 16, 2023 positive
Disclosure
Julian Frockman was an early angel investor in Substack
“One of my close friends from being in Austin is one of the founders of Substack. So I was an early investor there.”
Julian Frockman Aug 16, 2023 ▶ 11:55 Airtory Did $120k Last Month, Profitable with ad creation and management tool
Oct 18, 2023 positive
Disclosure
Poyar: Growth Unhinged grew to 20k+ readers in two years with $0 ad spend
“I actually write a weekly newsletter called Growth Unhinged. It's on Substack. Ah, I don't spend any money on acquiring users, but it, the, Newsletter's grown from zero to more than 20,000 readers in two years, and it's because of the community around the cont…”
Kyle Poyar Oct 18, 2023 ▶ 12:40 How to Grow Faster with $0 CAC
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