Sublime

In this latest Member Brief for @2PMinc we explain the history of the "HENRY" persona and why brands should prioritize them. A few reasons: 1/ loyalty 2/ fewer promotions 3/ higher LTV 4/ word of mouth evangelism 5/ lower CAC... See more

1/ if i were consumer-oriented PE investor i’d buy one of these 2 co’s (YONDR or NuKase/NuGerm) before 2025 school year starts build out regional reps in major school districts dominate the market, either sell them or license... See more

Megafunds don’t have to win on distributions. Venture perhaps evolves to a point where mathematical return optimization is no longer the edge. When you can own the cap table, capture optionality across product cycles (YC’s obvious play), and crown the kings in a space, you become more than a fund - you are now a meta allocator. Speed, access, and... See more

This man got Uber their first 100 Million users. Then exploded Tinder, Dropbox and Zynga's growth. He just said, "The creator economy is the new frontier of innovation." Andrew Chen's 5 predictions on the future of wealth creation (and why you should care):... See more