Opinion
Video editing remains a significant moat for faceless YouTube channels despite AI
“I still think there's a significant moat when it comes to editing.”
Insight
Networks are creator-friendly for liquidity but extract value once established
“When a network or marketplace is trying to get liquidity, they're very, very creative friendly. And then once they reach liquidity, they start to try to capture more and more of that value.”
Insight
AI wrappers survive because platforms like OpenAI must design for average users
“Shopify has to make millions and millions and millions of users happy. So they're designing towards the middle. They're designing towards the average. But if you're building a custom GPT or you're building a quote unquote chat GPT wrapper, you can afford to ma…”
Opinion
OpenAI's Custom GPTs currently fail at execution and content creation
“Custom GPTs right now are not great at execution or content creation at all.”
Disclosure
Trends.vc split-tests emails and prioritizes unique clicks over minimizing unsubscribes
“It's even to the point where we split test each Email that goes out. Since every email goes out is split tested, maybe once or twice a month, we have to make the decision between do we go for, okay, this email generated a lot of unsubscribes relative to anothe…”
Insight
Building a faceless YouTube channel eliminates key person risk
“When you build a faceless YouTube channel, it has certain attributes where there's no key person risk.”
Insight
Process Street prevents stale SOPs by forcing updates when operations deviate
“The way I think about Process Street, we have living documentation, and what I mean by living documentation is at the point that our operations veer from the way that we have a documented process, there's like a forcing function in Process Street that makes yo…”
Insight
Founders should separate reliable revenue businesses from an experimental personal brand
“Maybe one answer could be to sort of build a personal brand where your brand is built around trying a lot of different things. Like Sam is trying out custom GPTs this week and AI avatars next week. He's actually building this quote unquote boring sass on the s…”
Assertion Supported
SparkLoop's Upscribe charges creators only for engaged subscribers, not raw signups
“The beautiful thing about co-registration, or at least the way Sparkle does it with Upscribe, you're not paying for each subscriber, you're paying for each engaged subscriber, and it depends on how you set your criteria.”
Disclosure
Trends.vc uses its newsletter to split-test startup value propositions within hours
“We've often used the newsletter itself to sort of split test the value proposition because we know Within a matter of hours, which one resonates better? Whereas if that was a web split test and we threw that on the landing page, it could take weeks or months t…”
Insight
Founders can use paid ads to quickly test value propositions
“You could do a similar thing with paid ads to just see, okay, which value prop gets more clicks or which value prop gets more attention. If you have a new paid platform where ads are underpriced, that might be another arbitrage that you can jump on.”
Disclosure
Newsletter business Trends.vc is actively building faceless YouTube channels
“That's another thing I'm thinking a lot about and we're actively pursuing right now.”
Opinion
Reposting comedy clips on YouTube is short-term arbitrage, not a durable business
“This is more of a short-term arbitrage than I think this is a long-term business opportunity.”
Disclosure
Trends.vc manages 63,000 subscribers and 1,400 Pro members with three people
“So we're a team of three right now. We work with agencies, but like a core team of three 63,000 newsletter subscribers. About 1400 pro members to give you a sense of the size.”
Assertion Partly supported
Danny Postma built an AI copywriting company by directly emailing OpenAI's CEO
“He built and sold a company around AI written marketing copy, but the way he got early access is he emailed the CEO, right?”
