Components @componen_ts
Between value and valuation. IG: componen_ts components.news Joined September 2025-
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Nina Protocol’s lifetime revenue. RIP DIY-WAGMI
While living has gotten costlier, prices for US events on @residentadvisor have not, cutting against the narrative that the club is merely the latest asset under management. components.news/there-is-infla…
The stuff most likely to move on fashion reseller Vestiaire is the also stuff you’re most likely to get mugged for (by @scanpaths) components.news/put-the-money-…
incredible read about the desire distribution, substack’s revenue curve and the end of winner-take-all media markets. rec from @VirtualElena
This is really good, a data heavy essay on substack and recentering money as the basis for allocating value components.news/the-desire-dis… Components is always really good. Their bandcamp analysis was great.
Two very interesting ideas in media: @asthompson long-tail success only happens when consumers pay for media with money rather than attention @TaylorLorenz Livestreaming is the antidote to AI What's old is new....
This is the best article on news media and social media I've read in a long time - with some very good news for the relatively few outlets taking the much harder path of building subscription businesses instead of attention businesses. components.news/the-desire-dis…
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