Why Owning Your Audience Matters: AI, Newsletters, and the Future of Content

THIS WEEK ON TRENDS WITH FRIENDS 

This week on Trends with Friends, we’re diving into the future of digital publishing with Tyler Denk (CEO of Beehiiv) and Ben Cahn (podcast host and trader). If you’re a creator, investor, or just someone trying to make sense of why everyone suddenly wants your email, this episode is for you.

We unpack the renaissance of email newsletters, the strategic importance of owning your distribution, and how AI is rewriting the rules for creators and businesses. Plus, we debate Tesla, Elon Musk, and take a quick detour into Argentina’s market trends.

We’re taking the next two weeks off. Enjoy the holidays and we’ll see you in the new year!

📅 Recorded live on Tuesday, December 17th.
📈 Here are the charts.

KEY TOPICS

• Why platform dependency is a death trap for creators.

• The rise of email newsletters as the ultimate power move.

• Beehiiv vs. Substack: Tyler explains how they’re shaking up monetization.

• The role of AI in productivity and the creator economy (spoiler: it’s just getting started).

• Market trends, network effects, and storytelling as a superpower.

SKIP AHEAD

(00:00) Guest introductions
(06:36) Death by a thousand substacks discussion
(15:35) The power of email distribution
(25:30) Platform dependency risks
(31:28) YouTube’s resurgence 
(37:24) AI corner: Broadcom, AMD, Nvidia, and more
(43:34) Beehiiv’s AI approach and a look at other big AI players
(50:42) Tesla and Elon Musk discussion
(01:02:00) How Beehiiv approaches creator monetization differently from Substack
(01:08:06) Trends with NO friends: Argentina markets
(01:09:07) Market trends and closing thoughts

WHERE TO FIND HOWARD AND FRIENDS

• Howard – https://stocktwits.com/howardlindzon 
• Phil – https://stocktwits.com/ppearlman 
• Michael – https://stocktwits.com/MParekh 
• Riley – https://stocktwits.com/coloradoriley 
• Tyler Denk – https://x.com/denk_tweets
• Ben Cahn – https://x.com/Buncahn
• Production and Marketing – https://penname.co/

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