Apple’s App Store Loss, AI Persuasion, and an Interview with Tyler Denk of Beehiiv | E2120
Today’s show: Jason, Lon, and Alex break down a loaded week in tech: Apple’s 27% App Store “link-out” fee gets shut down by a judge—unlocking margin for startups and slashing CAC; AI bots on Reddit’s r/ChangeMyView are now 6x more effective than humans at changing minds, signaling a seismic shift in online discourse; and Beehiiv CEO Tyler Denk joins to discuss building in public, rapid product iteration, and the irony of being critiqued like a market leader for innovating too fast. The big takeaway? AI is evolving fast, gatekeepers are falling, and founders who build through chaos are best positioned to win.
Key Points
- Innovative feature launches can sometimes backfire if they are not fully polished, leading to user dissatisfaction despite offering unique capabilities not found on competing platforms.
- Apple's control over the App Store and its 30% tax has been a significant burden on many subscription-based businesses, but recent legal rulings may force Apple to allow developers to direct users to external payment methods, increasing the profitability of these businesses.
- Beehive, a competitor to Substack, has implemented a multi-part revenue strategy that includes SaaS fees, an ad network, and a user growth marketplace, allowing it to grow rapidly and provide significant value to its users.
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Transcript
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