Social Leverage Weekly
Posts
A New Social Leverage Investment, GameStop Sentiment, Is Google Doomed?

A New Social Leverage Investment, GameStop Sentiment, Is Google Doomed?

The Social Leverage Letter | Issue #139

Ethan Berk
May 19, 2024

Get smarter faster with our curated list of thought-provoking content for founders and investors:

3 articles, 2 podcasts, and 1 video.

Was this email forwarded to you? Sign up here.

READING

I. Archive Intel - Seamless Compliance and Intelligent Archiving... A New Social Leverage Investment

Social Leverage has announced our latest investment in Archive Intel (Fund IV), an AI-powered archiving and compliance SaaS tool for RIAs and financial institutions. This investment addresses the increasing need for effective archiving and compliance solutions due to rising fines for improper communication practices, offering a modern, efficient, and cost-effective platform for managing diverse communication channels.

Archive Intel - Seamless Compliance and Intelligent Archiving...A New Social Leverage Investment

Since 2006 I have been sharing my daily thoughts about trends, markets, investing and life. This habit has helped me identify many seed stage opportunities and stock market winners. Our fund Social Leverage has been a seed investor in Robinhood, Kustomer, Manscaped and many others.

II. GameStop sentiment is 'off the charts bullish' says Stocktwits

GameStop's stock experienced a significant rally after Keith Gill, also known as Roaring Kitty, returned to social media, sparking extreme bullish sentiment among investors on platforms like Stocktwits (Fund II). This surge in GameStop's shares, which were halted four times for volatility, also lifted fellow meme stock AMC Entertainment.

GameStop sentiment is 'off the charts bullish' says Stocktwits -MarketWatch

This content was created by MarketWatch, which is operated by Dow Jones & Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal.

I. Is Good Doomed?

Google has achieved a dominant position in the search engine market, holding over 95% of the global mobile search share by providing its Android operating system for free to manufacturers. This strategy, combined with its effective data-collection and advertising technologies, solidified its monopoly. Meanwhile, OpenAI's new product, GPT-4o, introduces a significant shift with omni-input capabilities, allowing more natural and human-like interactions across various inputs. This innovation could potentially disrupt traditional search models and reshape consumer interaction with AI, posing a future challenge to Google's dominance.

Is Google Doomed?

The rumor was OpenAI would launch a new search engine, which would threaten Google’s core advertising business.

LISTENING

II. Jessica Gelman - From Courtside to the Conference Room: Unlocking the Future of Sports Business

Jessica Gelman - From Courtside to the Conference Room: Unlocking the Future of Sports Business

Jessica Gelman has been an influential player in sports data ever since co-founding the MIT Sloan Sports Analytics Conference all the way back in 2008…

I. A New View on the Advisor Support Model with Avise

A New View on the Advisor Support Model with Avise

Ask Zach and Kelsey a question!Many financial advisors find themselves juggling the roles of advisor and business owner. To grow effectively, founders should focus on one role and seek support for the other…

WATCHING

I. GameStop, AMC, and Beyond: Lessons on Short Squeezes and Risk Management with Jeff Richards

JOB BOARD

Explore openings at our portfolio companies:

Social Leverage Job Board

Search job openings across the Social Leverage network.

Featured Job:

1upHealth - Sr. Engineering Manager

1upHealth Engineering is a world class team of builders characterized by a love for modern technology, a desire to solve problems, and a never-ending goal to build simple, elegant products that delight customers and simplify all levels of health care data engagement.