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READING

I. Beeviiv CEO Tyler Denk

Tyler Denk, co-founder and CEO of Beehiiv (Fund IV), argues that newsletters remain a powerful tool because they give creators full ownership over their audience—unlike algorithm-driven platforms. He highlights Beehiiv’s growth (over $20M ARR), its creator-friendly pricing and tools, and its ambition to build a large advertising network tailored to newsletters, even toward more sophisticated, subscriber-level targeting.

II. Voice AI's Enterprise Revolution - Radical Ventures

The Radical Ventures article discusses how voice-AI has reached a tipping point in the enterprise space thanks to advances that allow more natural, context-aware conversations. It highlights how companies like Ribbon AI (Fund IV) are using voice agents in areas such as recruiting and healthcare, and that voice is becoming a powerful user interface for business applications.

III. Stocktwits and Polymarket Join Forces: The World's Largest Prediction Market and the World's Largest Social Platform for Finance Launch New Earnings Markets

Stocktwits (Fund II) and Polymarket have formed a partnership to embed real-time earnings prediction markets into the Stocktwits platform. Users will see live probabilities about whether companies will beat or miss earnings alongside their usual discussions, blending social sentiment with predictive signals.

WATCHING

II. Why Degenerates Keep Beating the Market

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