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Kamala was running a broadcast era 'scarce communication' strategy vs. Trump's modern fat-pipe-interenet era comms (where you go for 1000x winners and don't worry about mistakes) --on this week's more or less out tomorrow!...
The thing that I think people really don't understand fully, I haven't internalized about the Internet versus a call it broadcast media is in the era of broadcast media, communication was precious, right? Like you got your sound bite and that sound bite better be perfect, right? And you better like appeal to everyone because it was going the same thing was going to everyone and like everything was about that. And like you saw Kamala did was like, you know, this strategy of saying almost nothing, right, being almost nowhere and then trying to manicure like weave the needle on the perfect message. OK, Trump is obviously a volume guy, right? He just says everything at scale, right? And at one hand that that drives a lot of people nuts cause he says a lot of crazy **** right and like wrong things, right? And I understand why, especially if you're trained in last generations media that will drive you crazy and seem insane. But the whole thing is like it's a high volume game where a only the real you basically can iterate as much as you want because the communication is free, but you can just be constantly talking and trying to find the. One or two gems that matter, a breakthrough and you just hang your hat on those. But then just as importantly, because the channel is always open. The stuff you say that's crazy, you can just say another thing tomorrow, right? Like which is not how the traditional media of mass media works. Like you had your shot at the Evening News and that was your shot. And so I just think that there's like this massive sea change in like if you think about it, it's like it's Internet communication with an open fat pipe where you can speak to everyone all the time. Lends itself towards going for home runs, thousand X winner statements, thousand X winner moments and then just like burying very easily. Everything else, right, it's kind of almost like seed investing, right? It's a game of going to that thousand X. Whereas I would argue that broadcast media feels a little bit more like growth investing where like you can't miss and you have fewer bullets, right And so I feel like one way to visualize our analogy, Kamala's entire strategy and the Democrats strategy is last century's playbook for how to run communicate. I mean even now, like people were saying, well, Kamala might win because for the first time ever they have like a field organizer running the campaign that's never happened before using. Amazing ground game and you're like ground game in the physical world. But that's not where this is happening, right? This is happening on the Internet, right? And so like, I just think they've completely, you know, set aside policy, set aside all the other stuff. Like if you just get down to how do you run a modern campaign with targeted influencers in the places that matter with an open pipe versus mass media, you know, biggest voices like Trump, just like either intentionally or by happenstance, has exactly the right Internet. Strategy. And Kamala has exactly the wrong Internet strategy.
"You have fewer bullets" for growth investing vs seed investing reminded me of your recent poker/capitalism post (entries into a poker tournament are called bullets). Between you and Nate Silver my professional reading is full of poker metaphors and I love it.
I like how you broke this down. It’s a very interesting perspective. I would argue that one approach is more genuine and authentic and the other is more controlled and scripted.
"You have fewer bullets" for growth investing vs seed investing reminded me of your recent poker/capitalism post (entries into a poker tournament are called bullets). Between you and Nate Silver my professional reading is full of poker metaphors and I love it.