TickerTain
TickerTain
NewsroomShortsPortfolioConvergence
NewsroomShortsPortfolioConvergence
$ANTHROPIC·$MA····$INTC····$BLUE-ORIGIN·$SPCX····$CRWV····$CRM····$MSFT····$NVDA····$ORCL····$CURSOR·$AAPL····$OPENAI·$AMZN····$UBER····$GOOGL····$META····$TSLA····$DATABRICKS·$PERPLEXITY·$LYFT····$NBIS····$TSM····$LITE····$ANDURIL·
$ANTHROPIC·$MA····$INTC····$BLUE-ORIGIN·$SPCX····$CRWV····$CRM····$MSFT····$NVDA····$ORCL····$CURSOR·$AAPL····$OPENAI·$AMZN····$UBER····$GOOGL····$META····$TSLA····$DATABRICKS·$PERPLEXITY·$LYFT····$NBIS····$TSM····$LITE····$ANDURIL·
←

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.

4 calls·2 names·100% bull·last heard 2 months 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

Whatnot raises $500M Series G at $20B valuation: live shopping = brick-and-mortar with zero fixed cost

Live video commerce lets hundreds of thousands of sellers build businesses with no fixed overhead; 75% of $1M+ earners hit $500K run rate within 90 days, monetization an order of magnitude better than ad-supported platforms.

TBPN2026-08episode →
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.

TBPN2026-06episode →

most discussed · click a bar to filter

  • $WHATNOT
  • $SHINK

recurring themes

  • Creator Economy3
4 total
$WHATNOT
Whatnot
HIGHgrant·TBPN·2 months ago·AI Viruses, Social Media Addiction, Mansion Section· position
Whatnot raises $500M Series G at $20B valuation: live shopping = brick-and-mortar with zero fixed cost
Live video commerce lets hundreds of thousands of sellers build businesses with no fixed overhead; 75% of $1M+ earners hit $500K run rate within 90 days, monetization an order of magnitude better than ad-supported platforms.
"live video is an incredible median if you're running a business, any retail business. And, you know, we've got hundreds of thousands of people building large businesses on whatnot…"
92:10
$WHATNOT
Whatnot
HIGHgrant·TBPN·2 months ago·AI Viruses, Social Media Addiction, Mansion Section· 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·2 months ago·AI Viruses, Social Media Addiction, Mansion Section· 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·3 months ago·Etched Founder Joins, AI Creates Jobs, It's OVER for Peptides, Tristan Thompson in the Ultradome· 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
8
Creator Economytailwind
Live shopping (Whatnot) monetization 10x YouTube; thick middle class of creators
Whatnot's transaction-native live video enables creators to earn $500K run rate in 90 days (75% of $1M+ earners) with only 15-20 concurrent viewers — economics equivalent to physical retail. Power law exists but middle class is an order of magnitude thicker than ad-supported platforms. Doubling revenue yearly for 6.5 years.
8
Creator Economytailwind
Live shopping platforms enable middle-class creator earnings: 75% of top sellers hit $500K run rate in 90 days
Whatnot's live commerce model monetizes an order of magnitude better than ad-supported platforms; sellers need only 15-20 concurrent viewers for viable economics, creating a broad middle class rather than extreme power law.
8
Creator Economytailwind
Whatnot's live shopping enables middle-class creators: 75% of top earners hit $500K in 90 days
Live video commerce monetizes an order of magnitude better than ad-supported platforms because transactions are direct. Power law exists but middle class thrives: consistent sellers do $100Ks-$500Ks annually with small audiences — brick-and-mortar economics without fixed costs.