Episode · 2026-06-12
LMNT Sues Oasis App
LMNT Sues Oasis App | R3medy Health: 3D-Printed Gummies | Walmart Drones
Rundown
A news-roundup episode covering LMNT's lawsuit against the Oasis app over allegedly misreported ingredient/metric data, R3medy Health's fast-growing 3D-printed gummy supplement business, and a Walmart drone-delivery item, followed by a long-form interview with investor Brian of First Look Ventures on early-stage DTC investing and Google vs. Meta ad strategy. Chris and Colin riff on GLP-1's ripple effects on high-protein food trends and on Elon Musk-adjacent distribution plays before digging into Brian's founder-vetting framework and paid-search segmentation advice.
Takes from this episode
LMNT's lawsuit against Oasis over misreported ingredient/metric data will trigger more legal action from other consumer brands as the industry polices bad actors.Prediction
I'm shocked that most of them didn't come together as a class action... it is interesting that it's just Element, but I wouldn't be surprised if more are going to follow suit.
Health and wellness consumer brands are currently experiencing outsized growth and profitability across the category.
life and health consumer brands right now are doing extremely well... I think they grew [profitability] unbelievable.
GLP-1 medication usage is the underlying driver pushing consumers from sugary snacks toward natural high-protein foods like cottage cheese and yogurt.
the underlying growing factor is GLP1 use... this shift is also what's fueling dairy products with a high protein serving like cottage cheese and yogurt.
Using product boxes to build early relationships with pre-seed/seed DTC brands pays off later by securing investment allocation once those brands raise a hot Series A or B.
the boxes help us meet brands early, build relationships with them... hopefully we always have the privilege of still getting allocation just because we've known the founders for so long.
Founders who falsely claim other investors are already committed burn their credibility because investors compare notes, killing future deal access.
if you get your hand caught in the cookie jar and the guy was like, 'No, like we're not even close'... all deals are off the table at that point.
DTC brands wrongly assume Google's ad-bidding algorithm is as capable as Meta's, when in reality Google campaigns need deliberate manual segmentation to perform.
they assume that Google's bidding algorithms are as smart as meta, and that's just not true at all... you really do need to have some degree of smart segmentation to tell it where it needs to go.