Jason Stoffer
@jstofferDad, dog lover, VC @maveron, investor in @lovevery @flywire @thirtymadison @zulily @coursehero. Writing about IPOs: https://t.co/K6hynxhUyU
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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
This was shameful 👇🏻 let’s let it be done for good.
Good news from the US colleges: University of Michigan’s student government IMPEACHED their student president and VP for their anti-Israel activism. The student “leaders” had been withholding funds for student programs like a food pantry, transportation, and test prep…you…
This is beyond amazing. Worth every second & I will watch again. The young questioner lacks complete reality of the world & the evil forces of terrorism + regression they would bring to women, gay people & religious tolerance. Sadly he would be the 1st slaughtered
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! maveron.medium.com/a1a032a056ad
"I don't understand what a VC does but let me tell you about my plan to tax them in new ways that surely won't have unforeseen consequences"
Walz: "JD Vance is a venture capitalist cosplaying as a cowboy. I don't even know what a venture capitalist does."
there’s so much to come with GLP-1s, it truly feels like this is just the start. a few other GLP-1 trends we’re tracking at @Maveron: - Neurodegenerative diseases - Addiction - Sleep - Airline prices - Organ donation - Live event attendance - Dating apps - Athleisure sales
NEW: we may have passed peak obesity 🎉📈📉🙏 In what might be one of the most significant trends I have ever charted, the US obesity rate fell last year.
We didn't spend the day talking to Costco's CEO and CFO about "founder mode." What we did learn was about humble, disciplined growth, and prioritizing curation/quality over choice. We wrote up everything we learned about Costco's manifesto here, for the benefit of consumer &…
1/ Excited to finally share my and @ntdillon's latest labor of love - @Maveron's investment thesis on GLP-1s, the miracle weight loss drug! maveron.medium.com/482d49729419
Retail innovation is part of the American story. Every decade has seen great retailers emerge, from Sears to Amazon. We think the next great retailer will focus on solving the $816 billion retail returns crisis. We led the Series A in Rebelstork, the leading baby returns company…
Babylist: A Sleeping Giant in the Parenting Economy ✅ profitable decade plus ✅ growing 40% YoY ✅ surpassed $400M in rev ✅ 1M+ registries created annually ✅ bootstrapped for 7 years ✅ raised $50M total
Absolutely unacceptable. My Alma mater needs to stop this. Peaceful protest is not blocking access to dorms for freshman.
This is the University of Michigan on move in day for new students. A crowd of masked individuals wearing PFLP headbands stand to intimidate the students. The PFLP is a designated terrorist organization. This is not the first thing new students should see when walking on campus.
My partner @jstoffer recently covered the lack of growth + profitability seen in both public & private markets 📉 Median growth for top 50 public SaaS companies --> dropped from 36% in Q2 2022 to 20% in 2024 --> none projecting 30%+ rev growth next 12 months 🚩 Same dynamics…
Thoughts on unicorn mergers as a way to catalyze liquidity. ringingthebell.substack.com/p/the-bell-isn…
Healthcare is broken because the people in charge make the most money that way. Simple as that.
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…
I've been spending more time thinking through the rental economy. Consumers are increasingly curious and more trusting about rental across an ever-expanding number of categories. A few observations on why I think this is a unique time (rental is not new) and poised to grow:…
Since October 7th, Hezbollah has fired 7,000 drones, missiles, and rockets at Israel. Yet Israel is the one accused of “escalation.” Israel may be the only nation on earth that would be accused of escalation after daring to defend itself against 7,000 mass murder attempts by…
Serious question for #freePalestine. Israel has embassies in NYC, LA, DC, Miami and Houston. If your issue is with Israel and not Jews, why are you protesting outside the holocaust Museum and outside Temples?
“I haven’t seen any Jewish people in America running up on mosques with Israeli flags. Protest a policy, not a people. What we saw outside of the synagogue in LA is a pogrom.” Thank you @VanJones68
This week, @kateclark called to chat about BeReal in the wake of the 500 million Euro acquisition. I shared a few thoughts about the M&A market starting to thaw in consumer, which has been frozen over since 2022. To break it down further, here's a few more data points I've been…
a very exciting personal update ✨ I’m joining the @Maveron team as an early-stage investor! medium.com/@simran_suri/8…
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