Dad, dog lover, VC @maveron, investor in @lovevery @flywire @thirtymadison @zulily @coursehero. Writing about IPOs: https://xitter.cf/t.co/K6hynxhUyU

Seattle
Joined August 2008
Reddit IPO! Can this oddball social network be a great public company? I'm on the sidelines for now. It's unclear if they can (1) grow their user base; (2) build an ad platform to monetize them and (3) the scale of the opportunity to sell data to LLMs. bit.ly/4cdymci
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Jason Stoffer retweeted
Replying to @AGEDITS32
Class: 2028 Position LB/DL School: Mercer Island High School Height 5’11” Weight 210 Film:
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Jason Stoffer retweeted
Two of my favorite universities for their academic and athletic excellence are Notre Dame & Michigan. I just read Michigan is going to pass/fail for liberal arts and sciences for freshman year. This is to alleviate the pressure put on students. What is happening to us? Pressure brings excellence. Don't get soft Michigan, it's not what you’re about.
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The average American has about $5,700 in gold jewelry sitting around their home. Unvault has created a streamlined way to understand what you own, then you can choose to safely sell the gold. This could be incredibly impactful for a family.

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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: maveronvc.substack.com/p/lon…
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Excited to share our investment in Stickerbox, a new creative tool that lets kids turn their ideas into real stickers using AI in a safe and tactile way. It is one of the most magical physical manifestations of AI I’ve seen and we view it as an early look at what a kids-safe AI frontend can become. I’ve known @ajustrun since my days as an admittedly former hypebeast and early @grailed user. Grailed was a culturally defining platform for our corner of the internet and reshaped how a whole community discovered and expressed style. Seeing how Arun built that brand and culture left a strong impression, and we're excited to see him apply that same product intuition and cultural cachet to this next chapter. Go order your Stickerbox today @ stickerbox.com
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StubHub S-1 Teardown: Fans hate the fee; investors love the float Fans loathe StubHub’s fees — but that “ticket tax” funds a cash-rich, trust-driven marketplace. Curious: would you pay StubHub’s premium multiple, or is Live Nation Entertainment the cleaner bet? ringingthebell.substack.com/…
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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 👇🏾
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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 🧵👇
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10/ 3 things I’ll track post-IPO: ✔️ Durbin exemption odds (policy risk) ✔️ Product expansion—loans, investing, mortgages? ✔️ Cohort quality as paid marketing ramps back up
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11/ Full 7-min breakdown—flywheel economics, risk matrix, valuation table—live on Substack 👉 ringingthebell.substack.com/… Would you buy this IPO at 6× sales? #Fintech #IPO #Banking #VC @Visa @PackyM @fintechjunkie
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1/ @jstoffer and I are excited to share the final installment of our AI Unleashed series, covering @Maveron’s Power Redistribution focus area!
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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).
1/ this week, we’re unveiling AI’s take on our 2025 predictions for our Productivity focus area!
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