Notes, observations and opinions from a builder and investor in the digital media sector
Platform | Substack | Pricing | Only free issues | Publishes | Weekly |
---|---|---|---|---|---|
Issues | 34 | Subscribers | Read | dylancollins.com |
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A surprising amount of what I’m currently doing is not public, which is historically unusual for me. Today I get to talk about a little of it.
Last week Hindenburg Research announced their short position in Roblox. This was ostensibly based on claims of usage inflation with a mostly ad hominem attack on their child safety policies thrown in for good measure. In general, I quite li...
I went through a blitz of fraud-related reading over the last month or so (scroll to the end if you want recommendations and reviews), prompted by a weirdly clustered collection of conversations on the topic. I find it extremely interesting...
I spent last week walking around the mountains and parks of Wyoming which was a delightful change from London. In between coyotes, eagles and a grizzly bear, I read a few things including Paul Graham’s Founder Mode post and MrBeast’s leaked...
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The writers behind this newsletter.
Reader/Builder/Investor. Founder SuperAwesome (a/b Epic Games), Jolt Online (a/b GameStop) + DemonWare (a/b Activision). Occasional boards. Rap devotee.
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