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Hello friend,
Why you’re getting this: this is my Friends Newsletter, a monthly brain dump of interesting things that I send to interesting people I've met and friends I want to stay in touch with. Zero pressure to stick around—just click unsubscribe if you don’t want to get it (don’t worry, I won’t be notified).
Here’s what I’m thinking about this month…
- We just released Tiny’s Q3 earnings:
- $46M revenue
- $7.3M Adjusted EBITDA
- $4.9M of debt paid off, a 14% YTD reduction.
- $9.8M recurring revenue
Wins:
🎬 Letterboxd: Hit 15M registered users (+62% since acquisition, just over a year ago)
📄 Clean Canvas: Revenue up 32% since acquisition
☕️ AeroPress: Launched AeroPress Premium, an all metal and glass version of our iconic coffee maker
💰 $4M+ annual savings from cost rationalization, with full impact expected in Q4 2024 & 2025.
I’m thrilled about everything we’re building right now. Jordan, Mike, Austin, and the rest of the team are absolutely crushing it. If you have a business you’d like to sell us, or know someone who does, email austin@tiny.com and tell him I sent you.
- I had a really fun time on my friend Greg Eisenberg’s podcast last month.
His format is simple: I brought 3-4 startup ideas that had crossed my mind recently and we dug into each. I hope you steal one for yourself. Listen here
- I’ve been rediscovering Blue, my favorite Joni Mitchell album. Every few years, I get obsessed with it. I can’t underscore enough how mind bogglingly beautiful it is. Listen to the lyrics: A Case of You (YouTube)
- There was a day, many years ago, when your parents put you down and never picked you back up.
The same is true of many wonderful things in life. Tim Urban put it poignantly in his 2015 piece The Tail End: "It turns out that when I graduated from high school, I had already used up 93% of my in-person parent time. I'm now enjoying the last 5% of that time. We're in the tail end."
This doesn't just apply to parents. Many life experiences follow a similar pattern.
As we age, we meet fewer new friends. We stop seeing live music. We travel in less adventurous ways. For most people, unfortunately, our worlds gradually contract.
The realization that struck me recently was that it had been years since I had danced.
In my twenties, two or three nights a week, I would get drunk and dance at nightclubs for hours on end. I loved it.
Then I quit drinking. Had kids. Started going to bed at 9 PM.
Suddenly, dancing was...just gone from my life. It felt like a small part of me had died—as silly as that might sound.
A few weeks ago, I discovered a local group that meets every Sunday to dance. It's sober. At 11 AM every Sunday in a big events space, a DJ does a 90-minute set and 70-100 people dance their heads off. Old and young, some with dreads and flowing robes, others wearing polo shirts and slacks. No rhyme or reason. Just people who love to dance, letting loose.
It's called Dance Temple. It started in Vancouver, and now there are groups all over the place.
It sure beats being hungover. If you miss dancing, I highly recommend seeing if something like this exists in your city.
- I’m hosting an AMA with my Twitter/X Subscribers.
Tuesday, Dec 17th
11:15am - 12:15pm PST
I’ve been deep in the AI tools rabbit hole. Join to hear what’s actually worth your time and ask me anything (about that, or other stuff).
Sign up here to get the event in your calendar. Subscribe to my Twitter/X account and I will post more details on the Subscriber feed.
To get a sense of our AMAs, check out this one I did with my friend Sam Parr over the summer.
- I’ve recommended way too many things to keep track of over the years, so I had my team compile it onto one page. Books. Software. Gadgets. Sunscreen. You name it. Click here to get the full list.
- Our equities analyst, Gwen Hofmeyr, left last year to start her own research firm.
She just launched a subscription research product. If you're a public market investor, I highly recommend checking it out. She has uncovered a ton of value over the last few years and I’m a big fan. Info here or email her for info.
That’s all for now…
-Andrew
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