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You're a founder negotiating a term sheet. What would you prefer to have/give up?

For years carbs and fats were pitted against one another with “low carb” and “low fat” diets. Not saying these diet or lifestyle changes aren’t still prominent but there does seem to be a shift when I talk to people in my network. The new macronutrient focus is upping the

I don’t know that much about Better Brand, but I did remember thinking raising $6 million on a $170 million pre was weird

Do you consider TikTok Shop a 1st party or 3rd party sales channel?

And great to see Mike Gelb 🙌

When you put the final touches on your weekly newsletter Friday night and instead of scheduling for Saturday morning, you accidentally send it at 10pm. For all those who received The Consumer VC Roundup last night - I hope you enjoy it! Here’s the link to the latest issue and a

If CPG is less power law driven, why invest in both software and CPG? When we think about venture capital, software takes the spotlight. It’s the epitome of power-law returns—one unicorn can pay for an entire portfolio. CPG, on the other hand, doesn’t typically follow this

was at a startup showcase a few weeks ago and a stat that jumped out in one of the brands: $930k in sales, all DTC No money spent on advertising No celebrity/influencers involved. Storytelling via organic content can lead to amazing things.

Chatted with Mike Gelb @consumervc about consumer AI and company building! (08:50) - lessons learned leading growth at Snap Inc. (21:00) - how incumbents and startups are navigating the AI shift (44:00) - the future of social (51:45) - new revenue models youtube.com/watch?v=9d8FiN…

Should I start a video shorts series interviewing CPG founders how they got into retail for the first time and how they convinced a store to purchase their products? I love hearing these types of stories. Even if they weren't able to get into the store, but just kept going door

No matter how well-intentioned your introduction may be, always remember to get a double opt-in. It’s tempting to connect two people you think would hit it off or benefit from knowing each other. After all, you see the potential synergy: how both people can provide value. But

I’m liking the 4 Nations. Looking forward to USA vs. Canada. Would love it though if the NHL brought back North America vs World every once in a while.

CPG people – Headed to Expo? Last year we had 400+ brands, investors, retailers come out to our Rise & Roast event...so we had to run it back. Join us on March 6th @ 8am RSVP Here – lu.ma/8ihq6mkn

If regulators force a Meta breakup, which business do you think Zuck would prefer to keep?