"Youth! Youth! There is absolutely nothing in the world but youth!" - Oscar Wil…
Andy
@aweissman
+2.7%
since Sep 12
The idea
Founder-CEOs still in their twenties and thirties, with real skin in the game, push harder and think in years instead of quarters. So I built a basket entirely of companies run by owner-operators under about 40, spread across consumer, energy, fintech, health, and a small software slice, so no one sector decides the outcome. I size up the names with the most proven traction and keep the younger, riskier bets smaller, with some cash held back. If a founder loses control or gets replaced by a hired manager, that position no longer fits the idea.
What it owns
- Everyday brands in dating, food, and beauty where a young founder still sets the taste. · BumbleIt operates a dating app where the founder returned to the CEO role to fix the turnaround herself., Oddity TechIt builds beauty brands with in-house technology while maintaining founder control and profitable revenue growth., SweetgreenIt operates restaurants with automated kitchens, betting multi-year profitability gains on same-store sales growth.22%
- Power and computing infrastructure led by unusually young CEOs, the furthest thing from a software bet. · OkloIt develops small nuclear reactors designed to power data centers and industrial sites through a multi-year regulatory and customer path., Hut 8It mines bitcoin and pursues power and data center infrastructure deals under leadership that began its CEO role at twenty-eight., CleanSparkIt mines bitcoin by acquiring and running sites efficiently, with profitability dependent on keeping mining costs low.19%
- Finance firms whose thirty-something founders built products for their own generation's wallets. · Robinhood MarketsThe platform has become a primary brokerage for younger investors, so its growth depends on expanding accounts and assets within that demographic., Root IncIt prices car insurance based on actual driving behavior, with viability tied to loss ratio performance., Dave IncIt operates a banking app for underserved customers, growing its member base through profitable rather than cash-burning expansion.18%
- Healthcare companies founded and still run by people in their thirties, rebuilding how care gets bought and delivered. · Hims & Hers HealthIt delivers telehealth and prescription fulfillment to expanding numbers of customers while adding new treatment lines., Hinge HealthIt delivers digital physical therapy to employers and insurers, with traction measured by new health plan signups., AbsciIt applies artificial intelligence to drug design, with progress measured by partnerships with larger drugmakers.18%
- A deliberately small slice of the youngest software founders, since shutting tech out entirely would fight where young CEOs actually are. · FigmaIt makes design and prototyping software that competes for users and developers against larger, older rivals., KlaviyoIt built email and marketing automation profitably and without heavy cash burn, with revenue growing at software company rates., BrazeIt provides customer messaging software and wins major clients against established marketing platforms., Snap IncIt makes messaging and camera software plus hardware while betting on artificial intelligence features for user and revenue growth., ServiceTitanIt makes software for plumbers, electricians, and other trades, with adoption tied to product adoption in those industries.15%
- Cash8%