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  • Sunday Reads And Listens...Comedy, AI, Robinhood, Trends With Friends

Sunday Reads And Listens...Comedy, AI, Robinhood, Trends With Friends

Good Sunday morning…

I am going to brief and head out for a ride down the Coronado strand.

Speaking of cycling…for cyclists and friends of cyclists…there are always some items for sale (up to 50 percent off) on DSTNC.com - here is the list right now.

Onward…

Some great listens this week.

I am a biased investor here but the moat they have with millennial customers (at least in USA) is going to be almost impossible to dent.

Next - I really enjoyed Conan and Jack Black just goofing off on the podcast. Jack’s beard is for sure fantastic:

Speaking of comedy and entertainment…the founders of our Social Leverage Fund 4 portfolio company Punchup.live (Daniel and Alex) discuss their company and mission in this podcast.

The state of the comedy industry, like most everything else in 2024, feels very much in flux. Danny Frenkel and Alex Dajani have seen firsthand how technology and social media have changed the relationships between performers and fans in the 21st century, and have set about finding a better way for them to connect today. Danny worked at Facebook since 2010 in various aspects of marketing and data strategies, while Alex was a software engineer at Apple and Meta — until they partnered up to launch PunchUp Live in 2023. Their platform, which had about 200,000 monthly active users when I spoke to them earlier this year, aims to serve up data for comedians to better grow their fan bases, while providing those fans with ad-free viewing experiences, bonus content and a better ability to know when their favorite comedians are performing near them. Steve Byrne was the first comedian to visibly promote PunchUp in 2023, but the ranks have grown to include Sam Morril, Mark Normand, Michelle Wolf, Liz Miele, Joe List and more. Danny and Alex sat down with me over Zoom to explain how they got into the comedy business and what they hope to prove with PunchUp Live. There’s a lot to get to, so let’s get to it!

Semiconductors are all investors can talk about…especially Nvidia.

While it seems everyone must rely on Nvidia, the Magnificent 7 tech companies want to have their own chips and not be beholden. But the cost of chip design is growing exponentially. This read on the ‘Looming Labor Crisis In Chip Design’ is excellent.

Next…this AI book ‘Situational Awareness’ is viral amongst venture capitalists this week.

Here are the cliff notes. I’ll have Michael explain further on the next Trends With Friends.

Finally, here is this weeks summary of all the good stuff shared (just subscribe to get it in your inbox) on our site ‘Trends With Friends’.

Have a good day.

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