What does it actually take to transform healthcare from the inside?
Our Partner @ntdillon sat down with Amir Rubin, former CEO of @onemedical and founding partner at Healthier Capital, on the latest Maverick Mindset episode to discuss.
https://t.co/SytYalx2C2
Why does going direct to consumer matter? For @KatColeATL, @athleticgreens CEO, it's not just a distribution strategy, it's how you stay close to the people actually using your product.
Check out The Maverick Mindset today.
I've been thinking a lot about longevity lately… not the peptide-injecting, supplement-stacking version, but what it looks like when it reaches the rest of us.
The first wave of companies (@prenuvo, @function, @GrailBio) did something important: they proved consumers will pay for preventive care. But that customer is still largely a highly activated early adopter. McKinsey puts that group at just 25% of the market. The other 75% want to age well too, they're just not building a parallel health system outside their doctor to do it.
I think that the next wave of longevity won't win by going deeper on biohackers, but by solving for adherence over diagnosis, earning provider trust instead of bypassing it, and treating brand as infrastructure in a category where consumers are being asked to hand over their most personal data.
More here: https://t.co/x8sRitbVyO
They'll be the ones who take the same science, strip out the jargon, and make preventive health feel as essential as your morning coffee.
https://t.co/2YlktejoHp
🧵It’s Thursday, which means we’re back with a new Substack. Here we share the conversations happening across Maveron, including what’s now & what’s next, perspectives beyond the boardroom, and the long view on consumer shifts we believe will stick around for years to come....
This week, Simran Suri makes the case for longevity — not for the biohacker, but for the rest of us. She argues that the brands that win the next wave of longevity won't be the ones going deepest on biohackers...
In the very first episode of The Maverick Mindset, @KatColeATL shares how her leadership style has evolved over her career. Check out her full interview and subscribe today!
https://t.co/SyCUylhrBe
The best consumer builders don’t follow the playbook, they rewrite it.
Introducing The Maverick Mindset, a new podcast from Maveron. Season 1 kicks off with @KatColeATL on scaling AG1 and leading through change.
Listen + subscribe: https://t.co/irhmiE0q7m
We’re thrilled to share that @simrangsuri has been promoted to Principal! Since joining in May 2024, she’s helped shape our consumer investment thesis and drive value to our portfolio. Her sharp insights and authentic relationships make her invaluable- congrats, Simran!
1/ At @Maveron, we're looking to invest in a returns retailer that builds its own brand — one that attracts & retains customers w/o relying on the independent brands it carries. Read more on our POV below 👇🏾
1/ Back in college, a single $35 overdraft fee could ruin my week. Today that pain fuels a $10 B IPO dream: @Chime just filed its S-1. Here’s the teardown investors need 🧵👇
@jstoffer and @simrangsuri are back with the final installment of their AI Unleashed series, which covers Maveron's Power Redistribution focus area. If you're a founder building in one of these areas, the Maveron team would love to chat!
@jstoffer and @simrangsuri just published the 3rd installment of their AI Unleashed series. This week covers Maveron's Productivity focus area, including an update on our Next-Gen Unions thesis. Subscribe to the Maveron Medium to see the series' conclusion in your inbox next week
We've been thinking a lot about the relationship between labor and capital. In the white collar world, capital has clearly gained leverage as a result of AI. However, due to immigration and an aging workforce, it feels like the workers have the advantage in the trades and across blue collar jobs.
Attached find our latest post from @simrangsuri in our series of startup ideas for 2025 based on Maveron's predictions and powered by AI. The focus here is a focus on both next generation unions for blue collar workers as per above and, also, for food delivery (which my teenagers can't seem to live without).
@jstoffer and @simrangsuri are back with the next installment of their AI Unleashed series. This week's post covers Maveron's Knowledge focus area. Stay tuned for more next week!
1/ We asked ChatGPT and Gemini to predict the next big startups based on Maveron's 2025 Predictions. Today, we reveal their ideas for influencer fatigue, a supplement operating system and what we call crypto's groundhog day.
@jstoffer and @simrangsuri just open-sourced the results of an internal experiment on AI tools at Maveron. Check out the first installment and subscribe to see next week's post in your inbox!
1/ Will VCs be displaced by AI agents? Recently, @simrangsuri and I conducted an internal experiment. We @Maveron fed our 2025 Predictions blog post into ChatGPT and Gemini to explore the business concepts it could spark. There was a flood of investable ideas, some of which have already shown up in seed company pitches we have seen. We'll walk through some of these in this thread.
@jstoffer and @simrangsuri published Maveron's Trump Tracker, our internal dashboard for monitoring the incoming Trump administration's impact on the major areas of consumer spend.
https://t.co/K50NJyY5m8
With Inauguration Day approaching, it’s clear this administration aims to take a radical break from the past. This will likely lead to disruptive shifts in what industries are allowed to do and how dollars are allocated.
We’re excited to share today our Maveron Trump Tracker, which covers Maveron’s core industries, each of which represents a meaningful percentage of consumer spend. Please reach out and share with us what you’re seeing and what predictions you have on where venture optionality will emerge from the Trump Administration.
https://t.co/E0Xx8j4imC
We’re excited to share the most compelling market opportunities & consumer behaviors the Maveron team is tracking in 2025. More below!
https://t.co/x8a02S2vcl
1/ @HunterLampson and I spent the last 2 months trying to better understand the 1099 worker experience and are excited to share @Maveron's latest thesis on next-generation unions!
https://t.co/LKxBRGKIMW
Over the last 3 decades @Maveron has invested in early stage consumer businesses across multiple cycles
Recently we've heard a troubling yet familiar narrative:
...consumer VC is dead
...consumers are in bad shape
...there are no good opportunities for consumer investors
🪞A reflection on what's similar, what's changed, and what to look forward to in early stage consumer investing.
Post here: https://t.co/HHjhilAq9P
Summary thread below! Please send thoughts! Hot takes welcome.