SF Native | Partner @Maveron | Consumer Tech investor
San Francisco
- Tweets 2,580
- Following 257
- Followers 12,319
- Likes 10,129
Peloton:
🚴🏽♀️$2000 bike, 4000 treadmill
🧲2% bikes bought upfront refunded
🎡$39 monthly subscription
📅73% remain subscribers after a yr
🏋🏻♂️35% Equinox members return yrly
💥600k subscribers
🏡Avg 13x usage per month / home
📈2017 - 400M in rev, double 2016
🔔IPOing in 2019
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From the Lyft S-1:
🚘Lyft’s annual revenue:
⚡️2018: $2.2 billion
⚡️2017: $1.1 billion
⚡️2016: $343 million
⚡️2015: $200 million
⚡️2014: $32 million
⚡️2013: $12 million
🌱2012: launch year
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Alibaba Singles Day #s
⏳24 hours
🛍25.3B in sales, 40% yr jump
📈 ~4x total Black Friday sales
📱90% mobile. 2016 = 82%
⚖️Relative, Black Friday is 30%
📦812M orders made
⚡️Hit 1B in 2 min, 10B in hr six min
👶🏽Wellness & baby products top sellers
😄And one happy Jack Ma
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Musical.ly #s
3️⃣yrs old
⏲15 - 60 sec videos
🎥13M videos created daily
👨🏻💻200M registered users
👱🏽♀️64% users 13-24 yr old
🇺🇸1/2 pre & teens on it
🎤4 of 5 top musers are female
💁🏻70% female users
💥147M raised ==> 1B exit
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Netflix Q1 2020
💻15.8M new paid subscribers
🌎183M total global subscribers
🧜🏽♀️vs. Disney+ 50M subscribers
💰$5.8B in Q1 revenue
💸$162M in positive cash flow
🦁64M watched Tiger King
👥30M watched Love is Blind
🌹vs. 8.5M for ABCs Bachelor
🕰2 hours, daily avg watch time
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Fortnite stats:
🎮#1 F2P console game
💰Last 8 months, pulled $1.2B in rev
📈Record $318M rev in May
⚔️Est. 40M MAUs, 125M tot players
💳Avg user spends ~$8/month
🏆In May, Fortnite got $100M prize pool to venture into eSports
🏌🏽♂️Nearly 9x Masters purse
Pretty epic.
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Food Delivery Apps:
🇺🇸25% Americans used food apps
📈Sales in this sector grew 40% YoY
🥇DoorDash owns 35% mrkt share
🥈UberEats owns 25%
🥉Grubhub - 23%
🏅Postmates - 6%
🎖Caviar - 2%
☄️DoorDash most popular: Houston
🌴UberEats: MIA
🗽Grubhub: NYC
🎥Postmates: LA
💻Caviar: SF
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📊9% VCs are women
👩🏼170 female investing partners
🏦3/4 firms have no female partner
👩🏻💻15% VC $ go to female founders
🦄14 female founded unicorns
📆11/1 inaugural @AllRaise summit
⚡️400 VC women here, largest gathering of VC women to date
Just the start of a bigger movement :)
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Levi’s
📍Est in 1853 in SF
👨🏼🏭Made pants for gold rush miners
💰2018, $5.58B in sales
📈Up 14% from yr prior
👖74% sales from bottoms
👚20% sales from tops
🏢Wholesale, 65% of sales
🛍DTC, 29% in 2015, 35% in 2018
💸Shares priced $17, closed at $22
💥166 yrs later, 8B mrkt cap
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. @stitchfix #s
📆 6 yrs old
🛍 2.2M clients
🔄 86% repeat rate
💰 977M in rev
🔭 75 data scientists, mostly PhDs
💁🏼 86% employers are female
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. @SlackHQ
🚩Launched in 2014
⚡️2015, $1M in ARR & 500k DAUs
💰$400M revenue in 2018
👩🏻💻600K organizations use it
🌎Across 150+ countries
👤10M DAUs (inc paid & free)
⌨️1B+ message sent per wk
💰Last valuation of 7B in Aug 2018
💥20B+ mrkt cap, 30x EV/rev
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. @onepeloton
📍Est. in 2012
🎟1.4M members
💦2019, 58M workouts done
🚴🏽♀️511K fitness subscribers
🚀245K in 2018, 107K in 2017
📈144% annualized growth rate
🧲95% 12 month retention
💳577K bikes + treadmill sold
💰$915M 2019 rev, $435M in 2018
🗓Subcribers avg 11.5 rides p/month
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Pinterest S-1
📍175B pins saved
🔎2B monthly searches
👩🏽💻265M MAUs, 2/3 female
🗓WAUs to MAUs is 57%
🇺🇸43% US internet users are users
🤱🏼8 out of 10 US moms are users
📱75% of traffic is on mobile
💰$756M in 2018 sales
📈60% jump from yr prior
💥Predicted to list at 12B valuation
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DoorDash
📍Launched Jan 2013, Palo Alto
🧾Website displayed local menus
🥡Today over 18M users
🍽900M orders completed
🍕390k merchants
💸19B merchant sales from launch
🚗1M dashers
💵7B won by dashers from launch
🐛17% market capture Jan 2018
🦋50% market capture Oct 2020
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ClassPass
🧘🏼♀️Fitness class aggregator platform
📍Launched in 2013
💸Raised prices in 2016
😕Lost 10% of its users
😁Introd credit based pricing in 2018
🏋🏻♀️100M hours of workouts booked
🥊30,000 studios & gyms
🌏Available in 28 countries
📈Just raised $285M
🦄First unicorn of 2020
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. @Patreon
📍Founded in 2013
💸Fans pay artists to support them
🗳Patreon takes 5% fee
💰Creators keep 90% of revenue
🎨200,000 creators
🎩6M patrons
💫Paid creators $500M in 2019
👩🏻🎨Paid creators $1B since founding
🦄Now valued at $1.2B pre
🥊2x the valuation in 2019 round
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Alibaba Singles Day
🛒Black Friday - 7.9B in sales
💻Cyber Monday - 6.6B in sales
📅Singles Day ‘17 - 25.3B in sales
📈Singles Day ‘18 - 30.8B in sales
⌛️Hit 1B in 1 min, 25 sec in
🕑An hour in, sales topped 10B
📱90% sales from a smartphone
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Revolve
👩🏼🎤Millennial/GenZ fst fashion retailer
🤳Network of 3500 influencers
✨Influencers drive 70% of sales
💰$499M in 2018 sales, 399 in 2017
👚~1,000 styles drop per wk
📍Est 2003, took no VC money
💸Only outside capital in 2014
📈Now, public co valued at 1.4B
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Casper
💤Maker of sleep products
📍Founded in 2014
💵2017 revenue $251M
💰2018 rev $358M, $92M net loss
🗓First 9 months 2019, $312M in rev
💻$710 e-commerce AOV
🛍$820 retail store AOV
🛏60 own stores, 18 retail partners
🦄Last valued at $1.09B
📣Just filed to go public
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Uber S1
🚘Rideshare revenue
2016: 3.5B
2017: 6.9B, 95% jump from yr prior
2018: 9.2B, 33% jump from yr prior
🥡UberEats revenue
2016: 103M
2017: 587M, 470% jump from yr prior
2018: 1.46B, 149% jump from yr prior
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11th edition of @Alibaba Singles’ Day
⏳$1B sales first 68 seconds
⚡️$13B sales in the first hr
📦Double total sales from Prime Day
💰$38.4B sales in 24 hours
📊26% increase from last year
📱90% sales via smartphones
🛍200k brands participated
🧾15 brands sold over $140M worth
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🍔UberEats, 3B in sales in 2017
🎉App went live in Toronto Dec 2015
🍎Relative, AAPL hit 1B @ 8 yrs
🗽UberEats in 120 cities
🍣Estim. 100B online delivery mrkt
🥪Uber just acq Ando
👨🏻🍳Ando founder = chef David Chang
🤝Smart partnership: food expertise meets quality logistics
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TikTok: users create 15 sec videos, soundtracked by music
📱Hit 1B downloads in Feb
⚡️500M monthly active users
🇺🇸26.5M from USA
👱🏽♀️60% of US MAUs are 16-24
🕓52min spent daily
🎥66% watch videos, 55% upload
🥇#1 downloaded free app for 5 qtrs
💫Only non FB owned app in top 5
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Genuinely would have been 10x more effective if the congressional interns asked the questions
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1/ Typically I use twitter to talk about consumer trends, tech, and VC activity. I try to keep it positive, usually including an emoji or few.
Today, I’ve only got words for a human issue.
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Game of Thrones
⚔️Thrones began April 2011
🏆132 Emmy nominations, 47 wins
📺30M viewers per/EP last season
🏔Airs in 207 countries & territories
🎬 Filmed across 13 countries
🧟♂️12k wigs used season 1-7
💰$90M budget, avg $15M each EP
👑Ready for Season 8
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Black Friday stats:
💰6.2B in online sales
📈23% jump from a yr ago
📱2.1B done on smartphone
🚗49% traffic from smartphones
💻43% traffic from desktop
🥇Record 2B from smartphone
🗓44B spent so far in Nov
🔮7.8B predicted in online sales for CyberMonday
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Wrote up a post on 2018 Q1 seed activity
💸$1.6B invested into seed co's
🛤️15th qtr of 1.5B+ invested
📉Deal activity declining since 2015
🏗️Q1 saw 30% drop in activity
👀Median deal size 2.2M
🤝Median post money 10.7M
More data + advice here: bit.ly/2HPA0Fw
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2018 VC activity
💰$130B invested in 8900 deals
💻1st time to hit 100B since dot com
🐋$62B invested in 100M+ deals
👯♀️# of 100M+ deals doubled
💼Keeping pace, VCs raised $55B
📣Record 11 firms raised 1B+ funds
💵$120B exited, 33% YoY uptick
🚨2019 IPOs: Uber, Lyft, Slack, Airbnb
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1/ Big update! Very excited to share that I’m joining the @Maveron team :) I can't wait to work alongside the wonderful humans & talented investors that are @Levitan @davewu @jstoffer @anarghya503 and the rest of the Maveron team. More on the news here!
medium.com/@ntdillon/new-adv…
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. @Tinder stats:
💏20B+ matches made
📈Forecasts of 800M rev this yr
💥More than 2x last yr
💳3.8M paying users
😍Est 50M total users
📱35min avg time per day per user
👨🏼💻38% women, 62% men
👀Rev in 2018 to be close to Snap’s rev last yr + growing at ~ pace Snap was in 2017
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#BeyondMeat
🌱Maker of plant-based meats
🥩1.4T global meat mrkt, 270B in US
🥗5% Americans vegan/vegetarian
🥛Broader appeal, like nondairy milk
🛒Found in 15K grocery stores
▫️$16.2M 2016 sales
◽️$32.6M 2017 sales
◻️$88M 2018 sales
🔻29.9M net loss in 2018
💰Valued at 3.8B
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US AMZN grocery stats:
🍎Q1, sold $650M groceries
⚡️Up 50% since last yr Q1
☕️Coffee, top grocery category
🕺🏼$145M coffee sold, 44% YoY
🥛Milk&Eggs, fastest subcat 152% YoY
🤺Owns 18% online grocery mrkt
🔮More click&collect lockers to help delivery margins, time + trips
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1/ 8 months ago I reached out to @mikekarnj on Twitter. Over the course of several months we got to know Michael and his team at @withotis and learned of their plans to democratize art & culture
Today, we announced our Series A in Otis, we’re thrilled🤘🏼
wwd.com/business-news/financ…
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Airbnb S1
📍Founded 2008
🏘7.4 million global listings
🌎220 countries
👩🏻🌾4M hosts
💰Hosts cumulative earned $110B
♻️23% hosts began as guests
🛌54M guests in 2019
🧳Booked 327M stays in 2019
🥬91% of guest traffic is organic
📝2/3 of guests leave reviews
📈Valued $18B in April
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4th of July
🇺🇸244th birthday of America
🍗$6.8B spent on food
🍺$1.6B+ spent on beer and wine
🥇#1 American beer drinking holiday
🦄$1B+ spent on fireworks
🌭150M hot dogs are eaten
🍔61% will attend cookouts, BBQS
🎆40% will attend a firework display
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Juul stats
🎣90% smokers hooked by 18
👩🏻🦱1 in 5 HS kids use ecig lst 30 days
🎢75% uptick from yr prior
🧑🏼1.5M more kids using e-cig
💨2017, Juul sold 16.2M vapes
💰Sales in 2018, more than $1B
📊70% gross margins
🌎4 countries across 8,000 stores
🦍Juul owns 70% US e-cig mrkt
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Etsy - Q1 2020
📍Founded in 2005 in Brooklyn
🎨2.8M active sellers
👛47.7M active buyers
🛒$1.4B in GMS
📈$228M in revenue, up 35% YoY
📱58% of sales sold via mobile
😷12M masks sold in April
💰$133M in total mask sales
🍞2x searches for “baked goods”
🦍9.05B market cap
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Q3 Venture Stats
💰28B invested in Q3
💲84B invested YTD
🥇2018 to hit record VC $ invested
🦄Fueled by # 100M+ deals
📊100M deals rose 38% from 2017
🤝# deals similar to 2017 pace
🌱# seed deals keeps declining
💥Series B biggest jump in valuation
⚡️Series A val now 2x 5yrs ago
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We are growing our investment team!
📸Maveron snapshot
📚22 yr history of apprenticeship
💰$180M latest fund size
🍎Series A consumer focused firm
👟Co’s @Allbirds @Everlane & more
💥5 person investment team
🧩Now looking to add to our team
Apply, share, send us candiates
For the first time, we are putting forth an open and broad hiring process. We are looking to add an investment associate to our team to continue to push our thinking and find the next iconic consumer brands.
Read more and apply here medium.com/@maveron/hiring-a…
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Q1 VC stats
💰32.6B invested across 1853 deals
🐋36 mega 100M+ deals done
🥈2nd most capital invested in a qtr
🌱Seed: 7M pre vs 4.2M in 2013
🅰️Series A: 20M pre, 8.6M in 2013
🎉46.7B in exit value, 137 deals
🚘Exits: Qualtrics, Lyft, Levi’s
📉18 IPOs priced slowest qtr in 3 yrs
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Feeling very grateful for all the support, nice notes, and jokes :) Really honored to share this list with so many remarkable people and friends
A lot more work to do ⚡️
🎉 Congrats to our very own @ntdillon for being named to this year's @Forbes 30 under 30! You rock!
forbes.com/profile/natalie-d…
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📱95% teens own smartphones
🔄45% use internet constantly
🎮Maj boys & girls play video games
👫83% of girls, 97% of boys play
👻Snap=most used site for girls
📺YouTube=most used for boys
👩🏻💻YouTube 1.8B MAUs > Gmail users
👱🏽♂️FB=2B users, YouTube teens closing the gap
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✨ 1000+ list of women in VC
💰 billions of capital represented
🌎 based across 32 countries
🥇 Lauren, most popular name by 1
🥈 Natalie, 2nd most popular
🔎 looking for more Natalie’s & awesome women to join VC
Helping a few firms connect w/ great candidates, DM me w/ recs!
Excited to see the brainchild of @jessicapeltz and @sutiandong live! Also excited that Natalie is the *second* most popular name for women in VC, preceded only by Lauren. Congrats to the Laurens, any Natalies who want to be in VC, DM me.
h/t @ntdillon
women-vc.com/
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AMZN 2017 shareholder letter
👩🏽🏭560K total employees
🛒100M Prime members
🚢Shipped over 5B items
🚚Same day dlvry in 8K cities
📈AWS is 20B run rate biz
🇮🇳Amazon.in fastest growing mrktplc in India
🏗️130K AMZN jobs added
bit.ly/1fYCJ6k
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. @Walmart earnings
💰123B Q3 sales
💻US digital sales up 50%
👨👩👧👦260M shoppers a wk
🌎11.6k stores, 28 countries
👛 Avg = 51 yr female, 56k income
🖇 +M&A of Jet, Parcel, Bonobos
👖 +Private label of low/high end $
=strategy to broaden audience, eCommerce & supply chain
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Psyched to announce our latest fund 🎉 and to continue backing world class founders building generation defining consumer companies
Can’t wait for what’s to come!
@Maveron @Levitan @jstoffer @davewu @anarghya503 @catleecatlee @elisehebb
bit.ly/2Wu0AeQ
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🚗Didi just raised $4B USD
💰And raised a total $9.5B this yr
🇺🇸In comparison, US IPOs raised $9.9B this yr
🦄Didi valued at 56B, #2 unicorn
🥇Uber valued at 68B, #1 unicorn
🇨🇳Didi owns 99% car-hailing China market
🏙️Has 300M customers in over 400 cities
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V Day:
💕51% Americans celebrating
🏆Record 20.7B spend, up 13% yoy
🛍Avg spend of $161
💎3.9B on jewelry, top $ category
🍫#1 category to gift is candy
🌹1.8B on candy, 2B in flowers
🐶900M spent on gifts for pets
Fewer consumers celebrating, those who do are spending more
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Internet Trends
🌎Over 50% world are internet users
🇨🇳China leads w/ 800M internt users
👀US adults on digital media 6hr/day
🛒15% US retail sales are online
🎧70M US podcast listeners
🗣47M users of AMZN echo devices
🤘60% of top private co founders are 1st / 2nd gen immigrants
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Female teens & @vsco:
▪️VSCO link in Insta bio is common
▪️IG: only your best self, best self = less pics (often deleted)
▪️VSCO: no like feature, less judgy, more creative, more photos added
Social to be less filtered + identity shown across platforms vs singular (ie FB)
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🧔🏻46M adults older than 65
🇺🇸15% of US population
👶🏼20% by 2030 via Baby Boomers
🖥82% 65-69yr olds internet users
👩🏼💻45% <75 are on social media
⬇️More on why I and other investors are excited about investing in senior consumers
Spoke with @ntdillon @marronelisa & @shawnxu about opportunities to build companies in the eldercare space.
spreaker.com/user/10197011/o…
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US AMZN grocery stats:
👑Owns 30% online grocery spend
🏒Q1 news showed 18% mrkt share
🌽$641B US grocery mrkt size
💻Online makes up 1.5-4.3% spend
🥫11% AMZN buyers buy e-grocery
🇺🇸77% households buy from AMZN
🍓$45 is avg AMZN grocery order
Big pie for AMZN & others to eat
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Internet Trends
🌎50% world pop=internet users
📱US adults, 3.3hrs daily mobile use
🗣Voice hits 95% word accuracy
🛍13% retail purchases are online
🕵🏼♂️49% product searches on AMZN
📺Subscript. biz grow, NFLX at 118M
⚡️56% top US co’s founded by 1st or 2nd gen immigrant
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. @SusaVentures is looking for a rockstar Chief of Staff
🌱 seed stage VC firm
🌉 SF based
🏆63 portfolio companies
🦍 4 person team, opp for big impact
📚 amazing access innovators, founders, mentors
Please apply or encourage a friend to apply! goo.gl/forms/cTrMjste3DeaYFW…
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Yeezy
📍2009 Air Yeezy 1 dropped w/ Nike
🥾2012 Air Yeezy 2 dropped w/ Nike
👟2013 Yeezy x Adidas partnership
🚀2019, Yeezy projects $1.3B sales
📈50% jump from yr prior
🤴🏾147M Yeezy royalties go to Kanye
💰3B: BofA 2019 valuation of Yeezy
🎶110M: val. of Kanye’s music library
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Millennials are drinking less alcohol, sober curious movement underway
@JoinTempest sobriety school welcomes people who’ve rejected labels or simply want to cut alcohol out of their life.
Thrilled to welcome @JoinTempest to the @Maveron fam. Read more👇🏼
tcrn.ch/2MnlZ2d
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🚲JUMP: dockless ebikes
☁️250 bikes in SF
🗺In use via 3rd parties in 40 mrkts
🚴🏽♀️Users riding 6-7 a day
📏Avg trip length 2.6 miles
👨🏻💼Winning over commuters
☀️22% rides in morning
🌙20% rides in evening
🌱Jan 2018 JUMP raised 10M
🚗4mos later, 200M acq by Uber
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Never been more excited for the future!
We're thrilled to announce Fund 8, a $225M fund dedicated to partnering with extraordinary consumer founders at seed and Series A
We've also promoted @ntdillon to Partner, @jerrylu to Principal, and welcome @graceychou on our team as a Partner!
theinformation.com/articles/…
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2020 State of Gen Z Report
🐣 born 1995 - 2010
🧚🏼♀️ most diverse generation yet
📱 65% use FaceTime w/ friends
🥇 TikTok most ‘overly’ used app
😥 35% fear mental health is worse
📰 62% get news via social media
✊🏽 90% support BLM
🤠 cowboy emoji = fake happiness
Today's finally the day!!!
Our annual State of Gen Z Report is live.
You'll learn everything you need to know about Gen Z in our 116 page report below.
Bonus: You'll also learn how leading consumer executives think about Gen Z & the future.
👉 Report: zebraiq.com/report
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🍞AMZN did 2B in online grocery rev
🥇Ranks as #1 US online grocer
🎯Owns 18% of mrkt
🥈WMT #2 US online grocer
🛒Owns ~9% of mrkt
🇺🇸US grocery mrkt worth 1.2T
🏘1/4 homes buy groceries online
💳Cashierless AMZN grocer live 1.22
🏄🏻♂️Early innings, AMZN making waves
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🥊 “Always, always, strive and fight to be in a room that's above your weight class” - @anarghya503 @Maveron
⚡️Anarghya is a total force. Read more advice from her on how to launch a career in tech
➡️ cnbc.com/2018/12/07/30-year-…
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Brands consumers repeatedly wait in line for hours:
• Apple iPhones - Tech
• Supremes, Nike drops - Streetwear
• Star Wars releases - Media
• ComicCon - Gaming
• UNC vs Duke - Sports
• @dollskill sample sale
Video from this wkknd in LA, line started 9pm the night before
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Q1 2018 venture update:
🇺🇸28B invested in US startups
🤝1683 completed deals
🗓️1Q18 $s invested > all of 2009
🦄17 unicorns raised total 7.2B
📣Rise of mega 1B+ VC funds
🚪M&A: Ring-1.2B, Mulesoft-6.5B
📈IPOs: 15 venture backed IPOs
2018 off to a strong start :)
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a less told story: Kylie Cosmetics did 420M rev in 18 mo's what took Tom Ford beauty ~10 yrs. Power of social media / influencers in beauty
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🔮Amazon HQ prediction: Atlanta
🛩Mass transportation hub
📚University + talent pipeline
🏡Lower cost of living
🗽East coast presence
📝1B tax cuts + infrastructure spend
📡ATL, part of 5G wireless rollout
>Impact
🏢AMZN to add 50k jobs
💰$5B into city economy
💥2018 decision
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This mantra that work should be something you’re passionate about, what you do = who you are
- incredibly privileged POV
- sets up millennials to have unrealistic expectations of work
- studies show only 20% of people have an identifiable passion
- narrow view of human experience
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📍Est. in 2008
🏋🏼♀️Raised 2 rounds, total $350M
👨🏽💻28M developers
🏙️From 1.5M companies
🌐Across 200 countries
🖥️85M code repositories
🌬300M rev*, >20x NTM rev multiple
🏒Public comps: ~10x NTM rev mult
🚀MSFT acq GitHub for 7.5B
🏅4th largest acq for MSFT
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Stanley resurgence from $70M in sales to $750M in 5 years, and the Crocs brand turnaround was spearheaded by the same individual: Terence Reilly.
I listened and read many interviews by Terence, this is what I've gathered from his turnaround playbook at both Crocs and Stanley
Summary thread 👇
Longer post here 👉 linkedin.com/posts/natalie-d…
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18,397
“I never cook and if I’m at home for dinner, I’m hitting up UberEats like it’s my best friend” ....accurate 🙈
✨Had a blast chatting about what my day looks like and feeling my most glam self with @BamComm
If you’re looking for an investor with their finger on the pulse of all things consumer, Natalie Dillon is your woman. We spent the day with @ntdillon, Senior Associate at @Maveron, to get a backstage peek into her average #24hours. bit.ly/2SPkTxl
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. @Nextdoor
📍Founded in 2008
🧩1 in 4 US neighborhoods use it
🏘268,000 neighborhoods
🌎11 countries
👥10M registered users
🦠80%+ user activity since March
💰$470M in private funding
💁🏻♀️Sarah Friar, CEO
⚡️Considering IPO $4B - $5B
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. @dollskill, a portfolio company I’ve had the privilege of working with the last few months alongside my teammate and board member @jstoffer, today announced their Series B led by Sequoia. Incredibly thrilled to work with @Alfred_Lin and @amysundae on this very special company
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10/ if you’re not sure if what to do, here are some places to start
- Sign petitions act.colorofchange.org/sign/j…
- Donate to George’s family directly gofundme.com/f/georgefloyd
- Read elle.com/culture/books/g3268…
- Talk to your black & POC friends, educate yourself.
- Please add ideas below
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📚@LearnLux - education portal for millennials to learn about personal finance
🎓~20 lessons on the site, topics range from 401k, credit scores, to crypto
🎯Great UI, simple, helpful. Targeted for first time users of banking products :)
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🏢85% of city dwellers for Jones
👩🏼63% of white women for Moore
🙋🏾♂️96% of black voters for Jones
🗳77% white, non college for Moore
🤱🏻2 out of 3 mothers for Jones
👨👧👦56% of fathers for Moore
👨🏽💻60% of 18-44 for Jones
🇺🇸1st democratic AL senator in 25 yrs
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We are advocating a different kind of capitalism — where economic profit isn’t the end all. A compassionate capitalism, which is values based, and where companies can both do well and do good @Maveron
————
Much thought, many meetings & help from our founders to refine our values
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Super Bowl 2018:
📺103.4 TV viewers
🛍Consumers to spend 15.3B
📈2017 spend was 14.1B
💁🏼♀️Avg shopper to spend 81
🐶30 sec ad spot priced at 5M
🏈10% NFL viewership dip this szn
🍻50M beer cases sold 2 wks prior
🤒14M called in sick on Monday
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Valentines Day
💞55% people celebrate
💰$27.4B total expected spend
💃🏻Up 32% from last years $20.7B
🕺🏻2x amount spent a decade ago
🥰$196 avg spend per person
💎Jewelry is top spending category
🐶27% to buy presents for their pet
😻Record $1.6B to be spent on pets
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VCs a lot quicker to comment on broken valuations or business models, less quick to comment on broken systems with pervasive racism
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. @iamcardib making money moves
🍎Hit 100M streams on Apple Music
🎧#5 most streamed album ever
🔥Most tweeted emoji re Cardi
✌🏽20 yrs since a solo female rap single hit Billboard #1
🥇Most streamed album by female artist in a wk
🌍 Owns #1 globally streamed song
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Not many, but a few brands (@ThirdLove, @sweetgreen @Allbirds) used a full page ad in the NYTimes to push their editorial view
▪️ No facebook / instagram tax
▪️ Expand audience type
▪️ As brands cont to take a stand, it's a natural place for text heavy, edgier editorial content
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Early Thanksgiving #s
🥇Record 2.87B online sales
🚀Up 18.3% from 2016
🚦61% traffic from mobile
📱46% sales from mobile
⚡️~50% jump in mobile spend 2016
🗓11/1, 23 days of 1B+ online sales
🥠Holiday spend to surpass $100B
💀For all the haters :) retail is not dead
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Based on public info, I tracked 46 companies w/ a SVB banking relationship
46 companies = responsible for 47,000 employees
--> Another 39,954 companies bank with SVB
@GarryTan aptly forecasted 120,000 jobs on the line
The number of jobs may actually be far greater
Regulators need to step in to do a *backstop* of depositors (not a bailout of a bank)
40,000 SVB depositor small businesses
30% will fail to make payroll in the next 30 days
Estimate 10 employees each
120,000 jobs on the line
Years of US innovation on the line
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✨Exciting news!
> @adinatecklu is a total star
> Love seeing firms empower younger employees
> VC appetite for early stage consumer co’s
> Diversity as a strength, esp identifying ignored consumer groups + diversity of GenZ
> Embracing change is great
forbes.com/sites/alexkonrad/…
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Couldn't be more excited and proud to have @catleecatlee join the @Maveron team!! Give her a warm welcome!
Exclusive: Pinterest's former head of culture Cat Lee has joined VC firm Maveron as an investment partner. She spoke to @Forbes about how she went from venture novice to partner in just 12 months. forbes.com/sites/alexkonrad/…
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We, Maveron, believe the press and investment community is telling the story of emerging consumer brands incorrectly
My partner @jstoffer sets the story straight w/ 10 lessons investors + founders can draw from consumer brands that won & lost in the last decade
🔥🔥blog post👇🏼
1/ Souring on consumer as a result of
@Casper is like calling SaaS unattractive due to Domo. There'll be many consumer unicorns over the next decade. @maveron put together our 10 Lessons from Consumer Winners and Losers of the Past Decade link.medium.com/X84IQrFXb4
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AAPL earnings:
🍎61.1B quarterly rev
🏹Up 16% from yr ago
😐iPhone units sold below forecasts
📱iPhone rev up 14%
🎧Wearable rev up 50%
🇨🇳China region rev up 21%
💵To buyback $100B shares
🚨$895M market cap
Closest company to reach trillion dollar market cap
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Holiday survey #s
🛒69% Americans plan to shop this wknd
🇺🇸Equals 164M
🎄$967 avg spend thru holidays
👆🏼Up 3.4% from '16
🌓56% to spend same $ as '16
🦓 46% of GenZ to spend more
👸🏻Barbie =#1 toy for girls 3 yrs in a row
🌟7/10 to do charitable activity
🍾41 days til 2018
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This line from Bezos: "if in my position I can’t stand up to this kind of extortion, how many people can?”
Yes yes YES
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The look when you qualify to the main draw of the US Open or when @jackdbrody brings you froyo :) CONGRATS @Gibbsyyyy always proud of you 💞
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Midterm Stats:
🇺🇸36% turnout in 2014
📈48% turnout in 2018
🗳114M ballots cast
⬆️First time midterms topped 100M
👱🏽♀️31% of 18-29 yr olds voted
💥188% increase from 2014
📱I Voted IG sticker posted 1k/min*
📣Taylor Swift call to vote saw 212K new registered voters in 48 hours
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Making one of my favorite moments of all time, into one of my favorite @SusaVentures gifs of all time :)
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Susa 🦍 squad does NYC. Brought together our founders & friends for Susa family dinner 💛
👏🏼 @JeremyJ who kicked off the evening reminding us that brilliance is equally distributed, opportunity is not. Tech can unlock human potential to seize brilliance + create opportunities
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