EPISODE · Jul 18, 2025 · 1H 6M
Substack As A Unicorn
from People vs Algorithms · host Troy Young, Brian Morrissey, and Alex Schleifer
The valuation is a classic bet on potential vs reality, as Substack’s execution has been spotty. We unpack the bet on creating an OnlyFans-like network, presumably with less risqué content. Plus: the mini-pivot to livestreams, AI's brand problem with Gen Z, Google Discover gets compressed, the power shift to golf YouTube, and AI coming for Excel jockeys because nothing is sacred.* Watch us on YouTube* Troy Young's People vs Algorithms newsletter* Brian Morrissey's The Rebooting newsletter* Alex Schleifer's Human Computer* Follow Alex, Brian and Troy on TwitterChapters:* 00:00 Open* 01:01 Welcome* 07:49 Substack* 16:28 OnlyFans* 23:12 Free Press* 30:01 Google Discover* 34:31 Rufuss* 36:09 TITV* 43:31 AI Spreadsheet Maker* 51:54 AI Slop* 59:53 Good Product* 01:05:52 Outro This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.peoplevsalgorithms.com
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Substack As A Unicorn
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