Sublime
An inspiration engine for ideas
For Blood and Money: Billionaires, Biotech, and the Quest for a Blockbuster Drug
- Largely founder owned via capital efficient growth
Brett Bivens • The Consumer Subscription Roll-Up Opportunity
5. Group purchasing
Talia Goldberg • Distribution and conversion models for consumer startups
...built on operational excellence playbooks, top-tier talent networks, and a long term commitment to the business model in the mold of ThomaBravo or Vista Equity seems on the horizon.
Brett Bivens • The Consumer Subscription Roll-Up Opportunity
Just as the rise of influencers and fall of corporate legitimacy left individuals to become the primary distribution for brands and eventually to form their own (Tyler, Rihanna, even George Clooney), a few individual devs can take the place of entire corporations in building decentralized financial rails.
David Phelps • People are the New Platforms
Building the World's Best Venture Firm
postsintheshell.com
T. Justin Dodd, CFA
Portfolio Manager
Portfolio Manager