New Media

Why Nobody Cares About Newsletters Anymore

Matt McGarry and Kolby Hatch

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0:00 | 1:05:17

In today's episode Matt and Kolby break down historic media disruptions—from cable TV's ESPN and CNN to Joe Rogan's $250M Spotify deal—pulling out what's working, what's being left on the table, and who actually has a real thesis on AI today, from The Rundown's $10M+ newsletter to HubSpot's media buying spree.

Timestamps:

  • 00:00 Intro: AI Anxiety and Plateauing Founders
  • 03:59 The Framework: How Founders Should Respond to AI
  • 05:14 Is This an AI Bubble? Cable TV's ESPN and CNN Bet
  • 08:35 Web 1.0: Huffington Post's $315M Exit and Motley Fool's Billion-Dollar Run
  • 09:32 Viral Video Era: BuzzFeed's Rise, Barstool's $551M Sale
  • 12:23 Mobile Wave: Industry Dive's $525M Exit
  • 14:12 Axios's Smart Brevity and $525M Sale
  • 17:27 The Athletic's $500M Sale, Joe Rogan's $250M Deal, and Mr. Beast
  • 19:54 The Common Thread: Every Disruptor Needs a Thesis
  • 22:40 Who Has a Real AI Thesis Today?
  • 24:59 The Rundown AI's $10M+ Newsletter and Its PE Deal
  • 29:31 HubSpot's Strategy of Buying Up Media Companies
  • 34:55 Local News, AI-Generated Content, and 6AM City
  • 46:06 Breaking Points, Ground News, and the Rise of Trusted Filters
  • 53:03 Owning a New Category: Latent Space's AI Engineer Events
  • 59:13 Every's Bundled AI Tools and Software-Funded Media


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