3 articles & 2 videos

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READING

I. How We Actually Use AI at Social Leverage

Social Leverage uses AI agents to turn unstructured workflows—like meetings, portfolio updates, and research—into organized, actionable outputs, significantly improving speed and scalability for a small team. The key insight is that AI works best when embedded into existing workflows and focused on producing usable outputs, freeing up time for higher-level judgment and decision-making.

II. Hype, moats and the wealthtech exit problem — The Financial Revolutionist

AI will reshape financial services, but entrenched incumbents like Bloomberg will remain dominant while disruption is more likely to occur in weaker “second-tier” players and through focused entry-point products. In wealthtech, startups are successfully using narrow wedges like AI notetakers, but large IPO exits are unlikely—making disciplined growth, smaller raises, and realistic M&A outcomes the more viable path.

III. 🎙️ Podcasts

Beehiiv (Fund IV) launched an all-in-one podcast platform that lets creators host, distribute, analyze, and monetize podcasts directly alongside their newsletters and websites—eliminating the need for multiple tools. The key pitch is full ownership of audience and revenue, with built-in analytics, SEO pages, and subscription monetization without taking a cut.

WATCHING

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