In particular, I wanted to talk about whether newsletters can replace the journalism that's going away and where Casey thinks the limits of his kind of business are after running it so successfully for several years.
Casey covered it in Platformer as he was deciding to switch from Substack, and you'll hear him make a convincing argument that Substack's founders actually relish the fights they've gotten into over moderation and that the company is more ideologically driven than he expected.
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