Trends With Friends — The Email Revolution, Bull Market Insights, and An Inside Look At Beehiiv with Co-Founder Tyler Denk

Welcome back to Trends with Friends

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. We (Social Leverage) were the seed investors and they have recently raised a series B (we participated). 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 public stock bull market still has legs

• Challenges and opportunities in AI and decentralized platforms

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

Big Thank You To Our Guest

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

Where To Find Howard and Friends

• Howard - https://stocktwits.com/howardlindzon 

• JC - https://stocktwits.com/allstarcharts 

• Phil - https://stocktwits.com/ppearlman 

• Production and Marketing - https://penname.co/ 

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