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Brian Folmer

Oct 29, 2026

25:07
How what was it like doing from the beginning? How is it like today?
25:14
Yeah, I mean, luckily, in the early days, I knew a handful of investors where I'm like, all right, give me a shot.
25:20
I'm going to do this.
25:21
And yeah, they believed me.
25:23
And so our first box had 10 people.
25:26
And then from there, it's largely been word of mouth.
25:31
Yeah, like I mentioned earlier, I'm not a great marketer.

18 MINS LATER

43:22
Yeah, I
KunalHOST
9:50
I think it's
9:51
important to have a specialization and go deep.
9:53
Not to say that generalist investors can't do well, but like the saying goes, in any given year, there's really only about 10 companies that matter.
10:02
And so when you go deep on an industry, I think you have a better shot at seeing and potentially investing in those 10.
10:09
I love consumer for, I mean, the main reason is I just love the psychology behind building a consumer brand.
10:18
Especially with the age of AI now, I do think the space is poised to be a bright spot in the VC sandbox.
10:27
And we all have to eat, drink, wash our hair, clean our houses.

11 MINS LATER

KunalHOST
21:02
And Brian, diving a bit deeper into this, what is the profile of a consumer brand that strategics are actually hungry to acquire right now? What do they care about most and what will make a brand unsellable regardless of how good the product is? That's a tough question.

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