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👋 Hi Reader,

I read Pete Koomen’s ‘AI Horseless Carriages’ essay last weekend (highly recommended reading btw, Pete articulates like very few other VCs or tech founders can)

The Issue

It led me to think the newsletter reading experience over email is a similar horseless carriage, similarly made to retrofit what we have today, not what we could do with the interfaces of the near future.

Yes, I do understand that newsletters in their present form are delivered over email, but they were not meant to be completely savored over an email interface.

Let’s be honest, Gmail was meant to help you take quick actions over email (one could argue that Superhuman does a better job), but it was never meant for you to go through a long-form essay at your leisure from Mario Gabriele (The Generalist) or Ben Thompson (Stratechery)

The Insight

❝

The medium was never meant to be the same place as the message

The Opportunity

Therein lies a huge whitespace for immersive experiences just for long-form newsletter reading. The Substack team gets it, which is they built a mobile app experience to fully immerse the reader into the content. But that becomes a walled garden, for others like Kit and Beehiiv.

Substack app screenshot from substack.com

​Enter: Apps like Matter. I think Ben Springwater has built a compelling spiritual successor to the Pocket app, which he acknowledged recently on this X thread too.

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Matter builds on the read-later premise, and gets (most of the) reading experience on point. Holding out to check if they have an Android app in the works, though.

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Matter iOS app screenshot from Matter

The fact that there exists just a couple of these apps to complement the reading experience, begs the question:

Is the newsletter market underserved for avid readers?

Where is the next category getting created?

john travolta nba GIF

What do you folks think? Hit “Reply” and let us know your thoughts on this topic.

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