Things That Don't Scale, Rooftop Solar, AI Content Licensing

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READING

III. Do Things that Don't Scale (Tyler's Version)

Tyler Denk, Co-founder & CEO of Beehiiv (Fund IV) discusses the importance of doing things that don't scale for startups, highlighting how personal efforts in customer acquisition and support can lead to significant learning, relationship building, and progress despite not being scalable in the traditional sense.

II. Rejuvenating rooftop solar in the U.S.

Heliose (Fund IV) aims to revolutionize the U.S. rooftop solar market by improving customer experience and making the process of buying, installing, and integrating solar systems into grids more efficient and cost-effective. With the U.S. lagging behind in rooftop solar adoption, Heliose's approach focuses on streamlining the entire value chain, reducing costs, and enhancing transparency.

I. Reddit Signs AI Content Licensing Deal Ahead of IPO

Reddit Inc. has signed a $60 million annual deal with an unnamed AI company to license its content for AI training, aligning with its strategy to capitalize on AI technology ahead of its anticipated IPO. With over $800 million in revenue last year and a suggested valuation of at least $5 billion for the IPO, this move could attract investor interest in the technology sector.

LISTENING

I. Jesse Davis - The Triumphs and Challenges of Modern Sports Analytics

WATCHING

II. Grass Clippings (Fund IV) Plays The Good Good Desert Open (with Ryan Sheckler and Dave Roberts)

I. The speculative economy and the future of markets with Jim O'Shaughnessy

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