@theventure: Janis was an investor before he was a founder. He spent years at Summit Partners helping deploy $1.4 billion into consumer brands, Dr Squatch and Ruggable and Brooklinen among them. So he had watched this exact playbook run from the inside, dozens of times, and he knew what kills a subscription brand long before he had one of his own. That is why he picked greens. AG1 was doing $600 million a year with customers who quit in weeks, and he could read that as an opportunity rather than a warning. He spent twelve months on the product and interviewed twenty manufacturers before one could make it, because he knew a mediocre gummy would churn exactly like the powder did. It is also why the stockout scared him. A first-time founder sells out and celebrates. Janis had seen the cohort numbers, knew a missed week kills the customer for good, and cut his ads by 93 percent to let supply catch up. Unilever bought Gruns for $1.2 billion, 32 months after the first sale. @Chad @Grüns

The Venture

Open In TikTok:

Region: US

Monday 14 September 2026 18:50:17 GMT