Recurring theme: creator empowerment
Perception analysis
Substack is a newsletter publishing platform founded in 2017 that has become the market-defining platform for subscription newsletters, enabling writers, journalists, and content creators to monetize their work through direct audience relationships via a 10% revenue share model. The company has established strong positioning in independent journalism and the creator economy, attracting high-profile writers from traditional media while navigating content moderation challenges and increasing competitive pressure from platforms like Ghost and Beehiiv.
Surface Divergence Trend Neutral
1 surface pair is diverging over 90d — widest: AI engines vs Owned content (+0.97 pts/day, concordance 84). AI engines are decoupling from other surfaces.
Surface Divergence Trend Neutral
1 surface pair is diverging over 90d — widest: AI engines vs Owned content (+0.97 pts/day, concordance 84). AI engines are decoupling from other surfaces.
Surface Divergence Trend Neutral
1 surface pair is diverging over 90d — widest: AI engines vs Owned content (+0.97 pts/day, concordance 84). AI engines are decoupling from other surfaces.