Jason Fiedler

Managing Partner @ Left Lane Capital, Forbes Under 30 VC, ex-Uber, Insight Partners, washed-up athlete

[Jason Fiedler @jfeedler]

"you can't vibe code a monster energy"

[Drew Fallon @drewfallon12]

Vertically integrated consumer products businesses built on AI are the unassailable businesses of the future

Everyones talking about the "HALO" trade - heavy assets low obsolescence

The public SaaS sector sell off feels a bit overbaked at this point - but its not random. The tools that anthropic is putting out are mind boggling.

But reality is you can't vibe code a monster energy ($MNST +10% YTD). In many ways you can't vibe code legacy SaaS either, but AI is a tailwind for consumer brands and a headwind to SaaS.

Consumer products brands are heavily incentivized to adopt AI because they are very low operating leverage businesses, and those dollars in OpEx matter ALOT. They'll race to save 50% on a hire by deploying AI

In the short term, theyre motivated by saving money - but in the long term should be motivated by actually building Ai-native machines that conduct business in some of the biggest markets in the global economy

If you can build a consumer product business on top of AI and owned manufacturing, you can become completely unassailable. I believe this is the most defensible business model in today's economy.

Optimize your supply chain with AI, reduce headcount and pass savings onto customers, create more effective marketing with AI.

Better products for cheaper that are making MORE profit that are MORE scalable in these massive markets.

Physical world atoms have always been a constraint of scaling these businesses - AI has the potential to unlock that

[Jason Fiedler @jfeedler]

All Revenue is Not Created Equal https://t.co/wX63Axv0MM

[Jason Fiedler @jfeedler]

1990s: NBA All Stars missed ~10.6 games per season on average.
2020s: NBA All Stars miss ~23.9 games per season on average.

Game is being played at a faster pace but much softer. Anyone have an answer as to why this is?

[Molly O’Shea @MollySOShea]

BREAKING: Ryan Serhant (@RyanSerhant) joins Sourcery to share the full SERHANT.

With more than $20 billion in real estate sales, $45 million in seed funding for S.MPLE (a superintelligent AI), an integrated media arm w/ Studios, the rapid success of SELL IT (sales-training program), & starring roles on Owning Manhattan (Netflix) & multiple Bravo TV series..

Ryan Serhant is nothing short of impressive.
..& building quite the empire in New York City.

"Brand. Expand. Sell."

In this interview we go deep into:
- The Future of NYC
- Media as a Business Model (Brokerage 3.0)
- S.MPLE’s $45M Seed Round & AI-Driven Sales
- Authenticity, Community, & Brand Building
- Netflix Flywheel: Media → Distribution → Sales

Highlights
(00:00) The Full Serhant.
(01:32) NYC politics & real-estate resilience
(07:00) Running a city like a CEO
(08:14) Building the SERHANT. empire
(09:14) From Bravo to media entrepreneur
(12:29) A media + tech company that sells real estate
(15:00) Authenticity vs virality in building community
(17:00) $308M deal born from brand awareness
(19:45) Owning Manhattan & the Netflix effect
(22:33) Casting talent & shaping culture
(25:00) Season 2 preview & evolution of real-estate TV
(30:15) Inside S.MPLE — AI as agent co-pilot
(36:00) How AI transformed every department
(42:00) Recruiting the next-gen, mobile-first agent
(43:30) Raising $45M & scaling SERHANT nationally

[Jason Fiedler @jfeedler]

It’s been almost a decade since I first wrote about pet food. Yet the most exciting time for the category is still ahead of us… https://t.co/g97d3r8AgB

[Jason Fiedler @jfeedler]

LOVB Atlanta vs. LOVB Salt Lake - via @ESPN App https://t.co/QmLb0NXDxi

[Jason Fiedler @jfeedler]

@wemby @MagnusCarlsen in nyc!

[Jason Fiedler @jfeedler]

@wemby @chess_freestyle is hosting a chess tournament at the NBA summer league in Vegas. You think you can beat @drose ?!?

[Jason Fiedler @jfeedler]

When rules are upheld that make no sense and discourage basic modernization, institutions lose credibility. @MagnusCarlsen is free to style with #freestyle chess.

[Barstool Sports @barstoolsports]

The World No. 1 Magnus Carlsen got kicked out of a Chess tournament for wearing JEANS

“Fine. I'm Out, Fuck You.”

https://t.co/iIK2NxAve0

[Molly O’Shea @MollySOShea]

How do you build a $2B+ AUM VC fund in 5 years?

@jfeedler shares the growth story of @leftlanecap

Left Lane Capital Stats:
- 80 Portfolio Companies
- $5-50M Checks
- Targeting Series A Stage
- 12-14 Board Positions per Partner
- 37 Team Members
- Young Team: <35 Years Old
- 600-800 Deals Sourced / Month
- 70% of Deals Sourced From Junior Team

[Molly O’Shea @MollySOShea]

New Pod! Investing in America's New Consumer: CPG, Sports, Four-Wall Businesses

$2B+ AUM in 5 Years | Jason Fiedler @leftlanecap

- “Anti-AI” Strategy (yes, I’m being dramatic.)
- Soda’s Cigarette Moment + Olipop’s $1B Valuation?
- How many bananas are in Olipop!?
- Reaching $2B+ AUM in ~5 years
- Conviction in Sports Investing
- Jason’s Sims City Vision
- Utilizing ‘NPS Delta’ Analysis to Pick Winners
- Insight’s Metrics-Driven Software Approach Applied to Consumer Investing
- “Pearls & Strings” Framework

PS If you can find the correct bananas timestamp you get a free Sourcery hat

(@jfeedler)

[Jason Fiedler @jfeedler]

'Olympics is going to elevate all of us:' Why women's volleyball could take off https://t.co/jTpNlDnIRC via @usatoday

[Jason Fiedler @jfeedler]

@Nrcoope You don’t need to be in great shape to sign up! ;)

[Jason Fiedler @jfeedler]

Great reporting by @Ali_Lev

[Alexandra S. Levine @Ali_Lev]

NEW on Frank/JP Morgan:

Frank founder Charlie Javice was arrested last night in New Jersey.

Javice faces fraud charges from the SEC and Justice Department, where a criminal investigation is underway through the Southern District of New York: https://t.co/QScVaH4os4

[Jason Fiedler @jfeedler]

@dafrankel @regal_io Faster than @smallsforcats ?! ;)

[Isaiah Thomas @isaiahthomas]

@RealSkipBayless I hope they fire you bro!!! For you to even THINK of the game is very sad.

[Jason Fiedler @jfeedler]

@RealSkipBayless I hope you’re fired

[Jason Fiedler @jfeedler]

“Bad companies are destroyed by crisis. Good companies survive them. Great companies are improved by them.”

[Jason Fiedler @jfeedler]

the unicycle bowl flipping act by Red Panda at NBA half time shows will never get old

[Jason Fiedler @jfeedler]

What @larryellison is doing on lana’i is one of the most interesting &amp; special social phenomenon of our time… he’s basically playing The Sims in real life