Everything Tyler Denk said on any show that made the record, most notable first. Each card names its show and opens the statement there.
Thinking Machines terminates CTO Barrett Zoff due to alleged unethical conduct
“Breaking Thinking Machines has terminated its CTO, Barrett Zoff, due to unethical conduct.”
Tesla built its Texas lithium refinery in just 19 months
“It went from groundbreaking to first production in just 19 months, an unheard of timeline at this scale.”
Tesla's Texas refinery can supply lithium for over 500,000 EVs annually
“The single refinery can supply lithium for over 500,000 EVs per year, and directly challenges China's 60% grip on global lithium refining.”
Thinking Machines could exit for $30B to $60B within two years
“Thinking machines could probably exit somewhere at between 30 and 60 today. Who has that money? I don't know. Maybe NVIDIA buys them or something. At least at some point over the next two years. I think the most likely acquirers would probably be Microsoft, Ap…”
Denk earns $20,000–$30,000 monthly writing a newsletter five hours a week
“As a side project, I put five hours a week into between 20 and 30,000 dollars a month.”
Denk: Founders paying themselves starvation wages harms executive focus and performance
“And so what I don't believe in at all is like, hey, pay yourself nothing and really prove like you're some harder that can live off like 25,000 dollars a month. Because at the end of the day, like as an entrepreneur, You want to make sure that all of your focu…”
Denk: Side consulting to pay personal bills distracts founders from scaling
“I know some entrepreneurs that actually get into, like, kind of pivoting their business to do consulting as well. And they kind of phrase it as, I'll do consulting to learn about the space a bit more, but it's really kind of to pay the bills. And I think it's …”
Denk: Focusing on building makes investors hungrier than introductory calls
“If you're heads down building and actually executing the business and growing it, those investors will be that much hungrier to speak to you in the future than if you took a 30 minute call with them now.”
Amazon buys the first new American-produced copper in over a decade
“Amazon's buying the first new copper produced in America in over a decade.”
70% of global copper supply is locked in uneconomical low-grade ore
“70% of the global supply of copper is currently locked away in, or that's not economical to refine into actual copper right now.”
Meta hits $72B in capex and acquires AI startup Manus for $2B
“Meta's been ramping up AI spending on AI, pushing its capital expenditure to seventy-two billion last year with plans to accelerate that spending this year. It's also doled out offers worth tens of millions 1000 of millions of dollars to AI researchers and eng…”
Meta sold over two million pairs of AI Ray-Ban smart glasses
“The company's Ray-Ban smart glasses equipped with AI have also started to take off. The company sold more than two million pairs, And has delayed the rollout of its newest glasses in Europe as it struggled to keep up with demand in the U.S.”
Merge Labs raised $252M with backing from Sam Altman and OpenAI
“OpenAI and Sam Altman backing a new bold take on fusing humans and machines. It's called Merge Labs. We've heard about this before. We talked to Rob Taves. They now have two hundred and fifty two million dollars in the bank and an all-star, all-star crew.”
Denk: Newsletter growth requires compounding eight to ten distinct acquisition channels
“There is no silver bullet from going from zero to 90,000 in a year. It is a compounding of, like, eight to 10 different things, which we'll walk through, that all add, you know, a hundred subscribers a week here, a hundred subscribers a week here, a hundred su…”
Denk: Immediate welcome emails are the best time to drive subscriber actions
“You're also, you have someone's attention who just converted. And you are top of mind for them. It's a perfect place to push them or incentivize them to take an action.”
Denk: Many newsletters earn thousands of dollars passively per week via beehiiv
“That is the boost network, which we'll get further into, but also how a lot of these newsletters are earning thousands of dollars per week passively. They're driving new subscribers, which is good for them in their newsletter. Along the way, one in five people…”
Denk: Morning Brew's referral program drove over one million total subscribers
“I built the referral program back at morning brew that worked extremely well. It led to over a million subscribers from morning brew today.”
Denk: Gating web versions of newsletters creates effortless, recurring lead magnets
“You've already done the hard part of, I've already written the 1500 words to build this post. I've already published it. Now I just want to attract other people who may not have received it because they're not a subscriber yet to come click on this page and pu…”
Denk: Writing online weekly is the highest-leverage career move he has made
“Writing weekly and sharing my thoughts online has probably been the highest leverage thing that I've done in my entire career. It's opened so many doors to angel investing, meeting other founders, meeting people who are doing really cool shit and are either in…”
Denk: 10% to 15% of beehiiv users are net positive on fees
“If 25% are actively monetizing on a month-to-month basis I don't know, probably half of that are net positive because we are very affordable, so probably I'd say 10, 15% are net positive.”
Denk: beehiiv sends 1.3B emails monthly to 150M-200M unique subscribers
“So we're sending what, 1.3 billion emails a month right now, and active readerships usually I think about 10 per, 10%, probably like a 150 to two hundred million subscribers, unique subscribers across the ecosystem.”
Denk: beehiiv ad network places top brands in small newsletters
“With our marketplace, we can actually place high quality ads like Netflix, HubSpot, Betterment into your newsletter. And you're monetizing and again, cashflow positive month one.”
beehiiv generates $800k to $900k monthly SaaS revenue plus ad income
“The SAS business is purely has nothing to do with ads. That is people paying us a monthly or annual recurring subscription for the SAS platform. And that's at eight to 900,000 a month. Currently the ad network itself is bringing in another several 100,000 doll…”
Denk: beehiiv generates $1.2M to $1.4M in total monthly revenue
“Overall revenue as of like this recording is about 1.2 to 1.4 million is what will end up this month.”