pablo schffner

T2 · manager / operator

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.

8 calls·8 names·63% bull·last heard 2 months ago·SeedRocket TV

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

$TUPCALTupcalposition

Portfolio company pivoted to white-label GLP-1 subscription, 5 people doing tens of millions ARR

Tupcal pivoted from AI weight-loss tracker via WhatsApp to white-label Ozempic subscription model, went to US to validate, now doing tens of millions ARR with 5 people. Exemplifies catching the GLP-1 wave at right time.

SeedRocket TV2026-06→

2ndmedium conviction

$CODORNÍUCodorníuposition

Codorníu stuck with high-inventory alcohol stock as GLP-1 reduces consumption

Spanish alcohol producer Codorníu (Foro Founders portfolio) holding excess high-proof inventory; GLP-1 adoption reduces alcohol cravings, making it bad time to sell. Alcohol giants stocked up post-COVID, now facing demand destruction.

SeedRocket TV2026-06→

3rdhigh conviction

$NVONovo Nordisk

GLP-1 drugs creating structural shift: 25% of Americans on Ozempic/Wegovy, recurring revenue for life

GLP-1 agonists (Ozempic, Wegovy, Mounjaro) used by 25% of Americans heading to 35%, $250/month recurring for life with documented 15-20% weight loss and metabolic benefits. Disrupting alcohol, junk food, creating adjacent markets (telemedicine, protein foods, smaller portions). Portfolio company Tupcal pivoted to white-label GLP-1 subscription doing tens of millions ARR with 5 people.

SeedRocket TV2026-06→

most discussed · click a bar to filter

recurring themes

8 total

$TUPCAL

Tupcal

HIGHpablo schffner·SeedRocket TV·2 months ago· position

Portfolio company pivoted to white-label GLP-1 subscription, 5 people doing tens of millions ARR

"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 c…"

47:37

$MSFT

···

Microsoft

LOWpablo schffner·SeedRocket TV·2 months ago

Microsoft's OpenAI/Azure lock-in creates opening for Anthropic's multi-cloud approach

OpenAI tied to Azure; Anthropic's multi-cloud flexibility (AWS, GCP, Azure) lets them optimize cost/performance. Microsoft also secured Pentagon deal after Anthropic refused.

"Open AI se vincula con Azure, Microsoft para utilizar eh sus data centers y ellos dicen, 'Oye, yo utilizo varios Google, Amazon, los que haga falta, ¿vale?'"

16:31

$GOOGL

···

Alphabet (Google)

MEDpablo schffner·SeedRocket TV·2 months ago

Google invested $2B in Anthropic, now launching Fitbit Air to compete in health wearables with data play

Google is a key Anthropic investor ($2B) enabling multi-cloud strategy, but also launching Fitbit Air ($99, no subscription) targeting mass Android users with Google Health integration to capture health data at scale. Different target than Whoop's elite athletes.

"La siguiente ronda, esto también va a ser importante, va a explicar por qué ganan. La segunda ronda ya se le ha metido Google, le puso 2,000 millones y Amazon 3,000 millones. Esto…"

16:17

$CODORNÍU

Codorníu

MEDpablo schffner·SeedRocket TV·2 months ago· position

Codorníu stuck with high-inventory alcohol stock as GLP-1 reduces consumption

"De hecho no sé si Codor Newnew está participada por Carl y ha [__] la venta de la compañía porque no es el mejor momento porque todos los gigantes del mundo del alcohol, especialm…"

46:40

$NVO

···

Novo Nordisk

HIGHpablo schffner·SeedRocket TV·2 months ago

GLP-1 drugs creating structural shift: 25% of Americans on Ozempic/Wegovy, recurring revenue for life

"Los americanos consumían más o menos unas 1000 calorías de más cada día y ahora ha desde, o sea, se ha creado una una nueva industria gracias a el GLP1. Hoy en día el 25% de los a…"

42:19

$LLY

···

Eli Lilly

HIGHpablo schffner·SeedRocket TV·2 months ago

Eli Lilly's Mounjaro/Zepbound capturing GLP-1 market share alongside Novo Nordisk

Eli Lilly's tirzepatide (Mounjaro/Zepbound) is the other major GLP-1/GIP dual agonist driving the metabolic drug wave, with same recurring revenue dynamics and market disruption as Novo Nordisk's semaglutide.

"El GLP1 es el OEPC. El Ozen Pic. el el ilili, el, o sea, el mount jaro y todo eso, o sea, básicamente es la nosotros cuando comemos eh nuestro destino genera una hormona, o sea, n…"

43:13

$ANTHROPIC

Anthropic

HIGHpablo schffner·SeedRocket TV·2 months ago

Anthropic winning enterprise AI with coding focus and safety branding

Anthropic captures 40% of enterprise AI spend vs OpenAI's 27% by focusing exclusively on enterprise-first APIs and coding (Claude Code), leveraging constitutional AI safety branding to win trust, and using multi-cloud (Amazon Trainium chips) to achieve 70% margins. Revenue grew from $87M to $45B ARR in 2 years.

"Básicamente es porque son los líderes en enterprise, voy a hacer un producto solo para empresas y luego se ha centrado un segmento muy claro que es el del código y pasa en 6 meses…"

6:03

$AMZN

···

Amazon

MEDpablo schffner·SeedRocket TV·2 months ago

Amazon's $3B Anthropic investment and Trainium chips enable 70% margins via multi-cloud

Amazon invested $3B in Anthropic and provides cheaper Trainium chips vs Nvidia, allowing Anthropic multi-cloud flexibility and 70% margins. Anthropic can choose best price/performance across AWS, GCP, Azure.

"Amazon ya no utilizan, o sea, utiliza, comienzan a utilizar chips que no sé cómo se llaman, Trinidium o no sé qué, pero que no son los de Nvidia y son más baratos. Y dos ya no sol…"

16:17