This week we're joined by Tyler Denk — the Co-Founder and CEO of Beehiiv. Beehiiv is an all-in-one platform for newsletter creators, launched in 2021, that has rapidly gained traction for its innovative features and focus on creator needs. Before founding Beehiiv, Tyler was a product lead at Google and a senior product lead at Morning Brew. In this episode, we cover:

• How Beehiiv is revolutionizing content infrastructure

• The power of owning an audience through email newsletters

• The shift towards first-party data and email-centric content distribution

• Substack vs. Beehiiv

• Why this bull market still has legs

• Challenges and opportunities in AI and decentralized platforms

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Skip Ahead:

(00:00) Welcome

(01:46) Some background on Tyler and Beehiiv

(06:16) Reflections on the negotiation

(08:25) Twitter, Boost, and early days at Morning Brew

(12:14) First-party data and the power of owning your audience

(14:27) Biggest day-to-day concerns at Beehiiv

(16:08) JC’s wine newsletter

(17:04) Monetization and boost network

(18:40) The role of aggregation and curation in content platforms

(21:25) The TAM of Beehiiv and their talent initiative

(25:25) Beehiiv’s verticals

(29:10) Most interesting charts in the world: S&P and Nasdaq

(30:20) Bitcoin, Solana, and Binance all reaching former highs

(30:50) The fab 5

(34:15) Challenges and opportunities in AI and decentralized platforms

(37:40) Nvidia impact on stocks

(39:30) How Beehiiv is thinking about AI

(40:42) Jonathan Krinsky’s SPX predictions

(43:02) What’s happening with software

(44:30) Penny stock trading on the rise

(47:15) Decentralization trends

(49:30) Protecting your momentum and managing your cap table

(53:20) Substack taking a big risk

(55:28) Trends with NO Friends: Warrior Met Coal

(56:46) See you next week

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Referenced:

• Beehiiv - https://www.beehiiv.com/

• Morning Brew - https://www.morningbrew.com/daily

• Business Insider - https://www.businessinsider.com/

• Klaviyo - https://www.klaviyo.com/

• Mailchimp - https://mailchimp.com/

• Wordpress - https://wordpress.com/

• Substack - https://substack.com/

• Facebook Bulletin - https://about.fb.com/news/2021/06/introducing-bulletin-a-platform-for-independent-writers/

• Fred Wilson - https://x.com/fredwilson?lang=en

• Punchup - https://punchup.live/

• Jonathan Krinsky - https://x.com/jkrinskypga?lang=en

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Big Thank You To Our Guest:

• Tyler Denk - https://www.linkedin.com/in/tyler-denk/

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Trends with Friends is brought to you by Stocktwits: ⁠https://stocktwits.com/⁠

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All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision.