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📰 newsletter overview
🔨 what I'm working on
🧪 what I'm building: next steps for the future of my agency
🚨 big news: how one ai tool wiped $285 billion off the stock market in a single day
🤖 ai tools & skills: bulk video transcription + auto script analysis
🛠️ tutorial of the week: set up NotebookLM as your ai research assistant in 15 minutes
📊 founder’s newsletter breakdown: how katelyn bourgoin turned buyer psychology into a $1m newsletter with 63k subscribers
welcome back!
🔨 what I'm working on
This past week has been busy, I’ve been focused on closing out a few projects.
The current main focus is expanding my agency to $15k /mo's. For reference the current revenue is $8.6k/mo.
In about 2 weeks I’m heading up north for a few days to reset and think through next steps.
Ive been spending lots of time at coffee shops just planning/mapping out what the next few weeks/months need to look like as far as execution.
Been considering getting OpenClaw and playing around with it, it seems promising and something that interests me.
breakdown
how one ai tool wiped $285 billion off the stock market in a single day
On January 30th, Anthropic released industry specific plugins for Claude Cowork and by February 3rd, $285 billion in market cap had evaporated.
Thomson Reuters dropped 15.8% and LegalZoom, 19.7%.
Now let me actually tell you what happened and whether you should care.
what claude cowork actually is
Cowork is anthropic's desktop ai agent.
Unlike Chatgpt or regular Claude in a browser tab, Cowork sits on your computer, reads and writes files in folders you give it access to and browses the web.
It executes multi step tasks without you babysitting each prompt so instead of asking a question and getting an answer, you hand it a project and it works through it.
Anthropic shipped 11 plugins covering sales, legal, finance, marketing, customer support, and data analysis.
Each plugin bundles domain knowledge, pre built workflows, and integrations with external tools.
Investors looked at some of these plugins like:
A legal plugin that can draft contracts, review NDAs, and flag risk clauses.
And a sales plugin that can research prospects, draft outreach, and update CRM’s and thought:
“why would a company pay $50k a year for enterprise legal software when a $200/month claude subscription does 80% of the same work?”
The panic makes sense on paper, enterprise software isn't just a feature set, it's compliance, audit trails, integrations with legacy systems, data governance, support contracts, and liability.
A claude plugin that can draft an NDA doesn't replace Thomson Reuters any more than google docs replaced Microsoft office overnight.
It took a decade, these shifts happen slow and the plugins themselves are still in research.
They're good at structured tasks with clear inputs and outputs but they're not good at ambiguous judgment calls & institutional knowledge.
what to actually take away
Ai agents will replace chunks of enterprise software, this direction is clear.
If you're a founder, the take away here isn't that software is dead.
The competitive advantage for software companies is shifting from features to data, integrations, and trust.
Build products that are deeply embedded in your customer's workflow and hard to rip out.
If your product can be replaced by a prompt and a plugin, it eventually will be.
tool of the week
🤖 ai tools & skills: bulk video transcription + auto script analysis
Last week I showed you how to transcribe a video in seconds by pasting a link into your AI for free.
Then I realized that many of you are transcribing multiple videos and studying them. as well, so here's v2:
What’s new:
Transcribe reels from just an Instagram page link, (no direct reel link needed. Just paste the page link, tell your ai how many reels to transcribe, and it'll start from the latest posted
Transcribe multiple reels at once across multiple pages
Still works with a single direct reel link
Automatically creates a google sheet and doc with a full transcript breakdown and analysis, plus the reel link
By the way I have only tried this with instagram, feel free to try this with tiktok as well, I’m positive it’ll work the same.
Anyways, here's how to set it up and you only need to do this once:
step 1: download the folder and let your ai install everything
Download the "batch transcribe and audit" folder from my Skool community page and open it in your IDE (VS Code, Cursor, Windsurf, etc.).
The folder contains 4 files:
Tell your ai assistant to read the README and install all dependencies. It'll handle Python packages, ffmpeg, and everything else.
step 2: get a free groq api key
Go to groq and sign up
Create a new API key (starts with gsk_)
Tell your ai to create a “.env” file, paste the api key in chat and tell it to store the groq key in there
step 3: set up google sheets and docs access
The folder includes the google auth setup file.
Ask your AI to help you set up google oauth using it.
It'll walk you through creating a google cloud project, enabling the APIs, and authorizing access.
You only do this once.
step 4: run your first audit
Paste the Instagram page links you want to transcribe reels from
Specify how many reels per page (it transcribes latest first, skipping b roll or music only reels)
It creates a google sheet and google doc with everything, including links to each reel
what to do first
Pick one competitor you've been meaning to study and run the script against their profile.
You'll have structured data on their content strategy in a 1 minute.
But I would still recommend studying videos manually, to get a better understanding of how performing content works.
this weeks tutorial
🛠️ tutorial of the week:set up NotebookLM as your ai research assistant in 15 minutes
NotebookLM is google's ai notebook.
It becomes a research assistant that only knows what you've given it, this means that it doesn’t hallucinate from random internet data.
Every answer is grounded in your documents.
Here's how to set it up and actually use it for your business.
step 1: create your first notebook
Go to NotebookLM and sign in with your google account.
Click New Notebook.
Give it a clear name like "Competitor Research Q1" or "Content Strategy 2026."
step 2: add your sources
Click "add Source" and upload your materials. NotebookLM accepts:
Google Docs and Slides
PDF’s (reports, white papers, contracts)
url’s (blog posts, articles, landing pages)
Youtube videos (just paste the link, it pulls the transcript)
Plain text and Markdown files
Upload everything relevant to one topic per notebook to keep them focused.
step 3: ask questions against your sources
Once your sources are loaded, the chat interface lets you ask questions.
Ask things like:
"What are the three biggest risks mentioned across these documents?"
"Compare the pricing strategies in these competitor analyses"
"Summarize the key findings from this research paper in 5 bullet points"
step 4: generate structured outputs
In the studio panel, you can generate:
audio overview: a podcast style conversation between two ai hosts discussing your sources. Useful for consuming research while commuting or exercising.
mind map: visual diagram of how concepts in your sources connect.
slide deck: presentation ready slides pulled from your documents.
data table: structured comparison grid from qualitative text.
study guide / faq: if you're prepping for a pitch or presentation, this formats your sources into q&a format.
step 5: use the interactive audio feature
Hit "Audio Overview" then click the "Join" button.
The two ai hosts start discussing your sources. While they're talking, you can interrupt with your microphone:
"Wait, explain that last point in simpler terms"
"How does that compare to what the second document says?"
"Give me a better analogy for that concept"
step 6: build a notebook system for your business
Set up purpose built notebooks and keep them updated:
"sales playbook" with your best proposals, case studies, and objection handling docs
"board prep" with financial reports, market analysis, and strategic plans
"content ideas" with newsletters, articles, and social posts you've admired
"industry intel" with reports, earnings calls, and news articles about your market
Add new sources and remove outdated ones. That way the ai stays current and useful.
what to do first
Start with one notebook for something you're actively working on.
Upload 5-10 relevant sources and ask it 3 questions you'd normally spend 30 minutes researching manually.
founder newsletter breakdown
katelyn bourgoin (why we buy)
Katelyn Bourgoin started a free newsletter about buyer psychology.
She has 63k subscribers and hit around $1m in annual revenue in 2024.
her funnel
The newsletter itself is the top of funnel.
Each issue uses a consistent hook structure:
she opens with a "did you know" fact that looks like trivia but is actually a buyer psychology insight designed to make you read the full breakdown.
Every issue also teaches something specific and actionable.
Her growth runs through SparkLoop's partner program, so other newsletters recommend why we buy to their audiences, and Katelyn pays per subscriber acquired.
She added over 15,000 engaged subscribers in under a year this way and she only pays for growth that actually converts, which keeps her acquisition costs predictable.
Her social media (primarily linkedin and x/ twitter) drives awareness, she posts insights from the newsletter, people follow the thread, and a percentage subscribe.
The content she makes does both, audience building and newsletter promotion from the same material.
how she monetize
Newsletter sponsorships bring in roughly $25k/ month.
At 63k subscribers with high engagement, brands in the marketing and SaaS space pay premium rates because the audience is exactly who they want to reach.
The second revenue stream is digital products.
Her flagship products are Unignorable, which is a 36 day audience building challenge co created with Demand Curve that helps entrepreneurs build personal brands.
And Wallet Opening Words, which is a copywriting playbook co created with Phill Agnew that teaches science backed copywriting techniques organized around the buyer's journey.
how you can replicate this
pick one narrow expertise and go deep. Katelyn didn't start a "marketing newsletter." She started a "buyer psychology newsletter." The specificity is what made it spread and when your topic is narrow enough, you become the obvious person to read on that subject.
use a consistent content structure that builds habit. Readers know exactly what they are getting every week with her "did you know" hook, the breakdown format and the actionable takeaway.
monetize with sponsorships first, products second. Sponsorships are the easiest revenue to unlock once you have an engaged list. Although, products are where the real money is, but they take longer to build and validate.
pay for growth only when it works. SparkLoop and similar partner programs let you acquire subscribers through other newsletters at a known cost per subscriber. If the math works on your sponsorship revenue, you can profitably scale growth without gambling on paid ads.
end
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Catch you later,
Tre
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