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Internet Basics
Online CommoditiesConsumer and Creator
1. Creator = Consumer2. The Active Consumer3. “Creator-GTM”3.A. Where the Viral Things Are4. The Anonymous Economy5. Pre-founder: People-focused investingNonTechnicals
5.A. Pre-founder: Nontechnicals5.B. “Cleanup”5.C. Content is Eating the WorldCreator Studies
1. Intro to Creator Studies2. Intro to Creator Policy3. Intro to Creator Investing4. A Spectrum of Influence5. Influencing Influencers3. The History of the Creator Economy2. View: ResearchInvestment
TCM/C-TAMRevisiting Community InvestingRethinking Consumer LTV“Organic” = unpaid?Introducing: On-Page Collaboration, LiveWriting, anti-Press PublishVC Managers: Finding your styleWomen’s Consumer (2022)The “online” buttonTranslation
“GenZ”DirectoryPersonal Journal
An intro to Personal JournalAdvice for a Y1/Y2 woman in VCAdvice for a Y3 woman in VC My love letter to JournalistsWomen and Wikipedia “Pedigree”“Context”“Loose”“Examples”Me & PaulVery Specific AdviceWhy I dropped outHow to be Jealous© EM 2024
Content is Eating the World
How content has distrusted every industry. And how it’s been the backbone to software’s sucess.
I really tried to replicate this exactly in MA’s format. But I got too caught up on proving the exemplary similarities between successful software companies with successful content companies, rather than successful software products vs. successful content products.
The fact is that every consumer (and soon to be enterprise company) has been critically affected by content.
In 2024, we saw the rise and maturation of both new and old platforms. TikTok might be banned, Meta is cooperating, Youtube ranks #1, and the fascinating quiet race for newsletters.
I remember being quite tipsy in West Hollywood in 2022. We were going back and forth on what to do about larger platforms not giving creators access to user data and where RSS went. My first impression of Tyler was that he 1) very quickly 2) got to the point and 3) the point made sense. Sometimes, actually most times, as a VC, you’ll meet someone smart and confident with some sort of idea, but no way on how to build the logic chain so good that when the investor leaves they want to buy it on their own. Tyler had that.