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grant

T2 · manager / operator

Founded Whatnot (YC W20); live shopping platform raising $500M Series G at $20B valuation. 1,400 employees across 10 countries; hundreds of thousands of sellers from mom-and-pop to 200-person enterprises. Focus on authenticity over production value.

3 calls·2 names·100% bull·last heard 4 days ago·TBPN
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$WHATNOTWhatnotposition

Series G: $500M at $20B valuation; live shopping monetization 10x YouTube

Whatnot's live video commerce enables 'brick-and-mortar with no fixed cost.' Creators hit $500K run rate in 90 days (75% of $1M+ earners), doubling yearly for 6.5 years. Monetization is an order of magnitude better than ad-supported platforms because transactions happen natively.

TBPN2026-08→
2ndhigh conviction
$SHINKShinkposition

Kantos backs Shink pivot from licensing robots to vertically integrated fish production

Fish-killing robots enable premium fish brand; founder wanted to go direct but investors said no; Kantos encouraged vertical integration.

TBPN2026-06→

most discussed · click a bar to filter

recurring themes

3 total
$WHATNOT
Whatnot
HIGHgrant·TBPN·4 days ago· position
Series G: $500M at $20B valuation; live shopping monetization 10x YouTube
Whatnot's live video commerce enables 'brick-and-mortar with no fixed cost.' Creators hit $500K run rate in 90 days (75% of $1M+ earners), doubling yearly for 6.5 years. Monetization is an order of magnitude better than ad-supported platforms because transactions happen natively.
"we just round raised a uh a series G round for 500 million at a uh couldn't hear you. I could barely hear you over the sound of the gong, but you said $20 billion valuation. ... 7…"
92:07
$WHATNOT
Whatnot
HIGHgrant·TBPN·4 days ago· position
Whatnot raises $500M Series G at $20B valuation, doubling annually
Live video commerce enables retail businesses with zero fixed costs; sellers scale from mom-and-pop to 200-person enterprises, with 75% of $1M+ earners hitting $500K run-rate within 90 days — an order of magnitude better monetization than ad-supported platforms.
"75% of them get to um a $500,000 run rate within 90 days... the monetization is an order of magnitude better than any existing platform because you don't need a ton of audience."
92:14
$SHINK
Shink
HIGHgrant·TBPN·last month· position
Kantos backs Shink pivot from licensing robots to vertically integrated fish production
Fish-killing robots enable premium fish brand; founder wanted to go direct but investors said no; Kantos encouraged vertical integration.
"when we invested in Shink, right, they were still licensing robots to fish farms. That's right. And they kind of dabbled in in selling fish, having their own brand. Um but they we…"
165:30