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pau

T2 · manager / operator

Founder of Shoptimus (AI grocery shopping assistant); ex-Kernel Analytics (acquired by BCG); pitching €800k round with Bonpreu deployment showing 8.5% sales lift.

1 call·1 name·0% bull·last heard 4 months ago·itnig
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no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

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$SHOPTIMUSShoptimusposition

Shoptimus pitches AI grocery assistant with 8.5% sales lift at Bonpreu but faces concentrated buyer risk

White-label AI shopping assistant deployed at Bonpreu (4% MAU, 8.5% sales increase, €3M incremental revenue); targets 1,000 mid-market Western grocers at €1/active user/month or 10% of incremental value. TAM constrained by extreme concentration (top 3 players = 50%+ share in Spain) and brutal supplier negotiations; big chains build in-house.

itnig2026-05episode →

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$SHOPTIMUS
Shoptimus
LOWpau·itnig·4 months ago·La guerra de la IA: Elon Musk, OpenAI, Anthropic y el futuro del software· position
Shoptimus pitches AI grocery assistant with 8.5% sales lift at Bonpreu but faces concentrated buyer risk
White-label AI shopping assistant deployed at Bonpreu (4% MAU, 8.5% sales increase, €3M incremental revenue); targets 1,000 mid-market Western grocers at €1/active user/month or 10% of incremental value. TAM constrained by extreme concentration (top 3 players = 50%+ share in Spain) and brutal supplier negotiations; big chains build in-house.
"tenemos un 4% de usuarios recurrentes cada mes. Tenemos un aumento de ventas del 8,5%... aporta para un cliente como Bonpreu 3 millones de ventas adicionales al año... el pricing…"
93:30
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