Between value and valuation. IG: componen_ts
Joined September 2025
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Components retweeted
SoundCloud acquires Nina Protocol
ra.co/news/85625
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-inf…
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-mone…
Components retweeted
incredible read about the desire distribution, substack’s revenue curve and the end of winner-take-all media markets. rec from @VirtualElena
Components retweeted
This is really good, a data heavy essay on substack and recentering money as the basis for allocating value
components.news/the-desire-d…
Components is always really good. Their bandcamp analysis was great.
Components retweeted
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....
Components retweeted
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-d…
