▶ 47:37 · $TUPCAL · Portfolio company pivoted to white-label GLP-1 subscription, 5 people doing tens of millions ARR

episode briefing

Anthropic vs. ChatGPT, Ozempic Shakes the US Economy, and the Controversial Mythos Case | Roundtable

2026-06-03 · 11 company · 7 thematic

sentiment

7 bull2 bear2 neu

speakers

Active investor at SeedRocket and Foro Founders. Focuses on real-world problems (sexual health, GLP-1 metabolic drugs). Portfolio includes Tupcal (pivoted to white-label Ozempic) and Codorníu (alcohol). Tracks consumer behavior shifts and technology adoption waves.

david baratec

Host of SeedRocket TV podcast, interviews founders and investors in the Spanish tech ecosystem. Co-hosts with another David (likely David Baratec) and focuses on fundraising, product-market fit, and scaling stories.

quote

“Nosotros aquí gracias a David y Marenat invertimos en una compañía de en Tupcal, ¿no? De que hemos hecho un podcast, todavía no está público, lo grabaremos. De invertimos en una compañía que hacía un grapper de IA vía WhatsApp para ayudart…”

—pablo schffner

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