Good morning 👋
And welcome back to the work week.
I spent the weekend writing an LP update, so you’ll have to forgive me for having nothing smart and interesting to say here.
Samir Chaudry (@samirchaudry) is a media genius, and he spends his time educating and empowering the next generation of creators.
This is where he sees things going for media consumption and why he is not interested is mass appeal audiendes anymore …
P.S. 🎧 We’re giving away a pair of Airpods Pro 2 to one lucky reader …
Whoever refers the most new subscribers this quarter (ending June 30) will win a brand new pair of Airpods on us.
Today’s highlights
The future of media
93 VC takeaways from me
Another company facilitating liquidity for GPs
TOP
the future of social media 🔮
This is excellent, and I agree with all of it:
View are available if you figure out an algorithm, but brand is really hard to build
Brands are timeless, and brands give a feeling to people
Memorable views means you are usually targeting a very small group and making niche content for them
Everybody is famous, and nobody is famous: 47% of Gen Z is a fan of something or somebody on the internet that nobody else they know personally is a fan of
More bespoke media culture = elimination of monoculture = creation of smaller tribes
COMMUNITY
Asymmetric upside ⬆️
Here’s a list of things tier-one investors have access to:
Good background knowledge and an understanding of how venture dynamics work
A source of good deal flow so that you see founders first
An elite investor network that you can share notes, deals, and other information with
Mental frameworks to understand company building, scale, and what makes a good vs. great investment
Connections to other high-quality people that become future co-workers or portfolio company employees
Usually that takes 5 years minimum (at least for us), but usually it takes even longer.
That’s why we built this - to speed up the onramp for private investors serious about giving themselves an advantage in the venture game.
2,500 other investors from places like Bessemer, Insight, Accel, and Founders Fund already use it, and we think you should too.
TWEET
HEADLINES
AI has opened a new era in venture capital according to Forerunner founder Kirsten Green (TechCrunch)
Turbine raises $22M to help VC investors get cash without selling their stakes (TechCrunch)
Tariff impacts on private markets (Pitchbook)
Trump’s tariffs are a wake-up call for European VCs (Pitchbook)
RECS
Stop renting. Start OWNING 📧
Our business wouldn’t exist without beehiiv, and we’ve become a walking billboard telling all of our friends to start or scale their newsletter with their platform.
Advanced analytics dashboard on your list
Automated user journeys
Zero-fee premium subscriptions
Full-service ad network to help you monetize more
We really don’t understand why newsletter writers choose any other platform.
You can get started on their free plan at no cost, but if you’re looking for all of their best features …
LINKS
🥰 My Favorite FP&A Interview Questions: Mostly Metrics shares their favorite financial planning and analysis questions and what the answers will tell you
📕 A Playbook For Building Deep Tech Startups: Learn from this founder’s approach to planning, fundraising and multi-product strategy
📈 A Founder’s Guide—Essential Sales Advice for Startups: As startups scale, effective sales implementation becomes the difference between stagnation and sustainable growth
🤔 What do Tariffs Mean for Startupland?: While new tariffs primarily threaten starup revenue through market uncertainty rather than direct costs, there are reasons to be optimistic
🎮 Non-Dilutive Funding—How to Grow Without Losing Control: The VC Corner shares how to scale your startup without bartering equity
REFER
Win a free pair of Airpods Pro …
Refer more than other readers between now and June 30, and we’ll send you a paid on the house👇
Thanks for reading this far and giving us a little bit of your attention this week.
Feel free to unsubscribe whenever this stops becoming valuable to you.
- Clay
(Founder @ Confluence.VC | GP @ Outlaw)
