Unit Economics
The real mechanics behind your favorite brands. Conversations with founders on how products are designed, manufactured, priced, and distributed — with a focus on the decisions, economics, and tradeoffs behind the scenes.
- Indexed episodes, last 90 days
- 12
- Latest publication
- Sep 23, 2026
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- Earliest in this view
- Jul 8, 2026
Latest episodes
[Matic Robots] Mehul Nariyawala (opens the original)
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On today’s episode, I’m joined by Mehul Nariyawala , co-founder of Matic Robots , a home robotics company building one of the most advanced robot vacuums on the market. Mehul started Matic in 2017 after becoming frustrated with the limitations of existing robot vacuums, but it would take roughly seven years before the company actually began shipping product. In this conversation, we talk about why robotics is so much harder than traditional hardware (which is already hard to begin with), why Mat
[Yardsale] Cristina Ashbaugh (opens the original)
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On today’s episode, I sit down with Cristina Ashbaugh , co-founder of Yardsale , an outdoor apparel and equipment brand, and Double Black , its recently opened coffee shop / retail space in San Francisco. Yardsale started with a pair of magnetic ski poles, but in less than three years has expanded into bags, apparel, owned retail, and now coffee. In this conversation, we talk about why something as simple as adding magnets to a ski pole created a surprisingly difficult manufacturing problem, how
[Rite of Way] Alex Brands (opens the original)
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On today’s episode, I sit down with Alex Brands, founder of Rite of Way, a Brooklyn-based fragrance brand. Alex spent more than a decade in brand strategy, including time at Gin Lane and Mad Happy, before launching Right of Way about a year ago. In this conversation, we get into how he evaluated fragrance as a category before deciding to enter it, what the process of developing a scent actually looks like, and how he thought about both demand forecasting, and pricing pre-launch. We also get into
[Great Circle Ventures] Jacob Afriat (opens the original)
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Jacob Afriat is the Managing Partner at Great Circle Ventures, an early-stage investment firm focused on food, beverage, and consumer health. In this episode, we break down how Great Circle decides which emerging brands are actually venture-backable. Jacob explains what he looks for in founders, growth, margins, retail velocity, repeat purchasing, and capital efficiency, why a fast-growing company can still have unhealthy economics, and why Great Circle would rather pass on a lot of sevens and e
[Springdale Ventures] Dan Graham & Mollye Santulli (opens the original)
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On today’s episode, I’m joined by Dan Graham and Mollye Santulli of Springdale Ventures . Springdale invests in early-stage consumer brands, and I wanted to use this conversation to understand how the investing side of the industry actually works. In this conversation, we walk through the entire lifecycle of a deal, from how a company first gets on their radar to the metrics they look at, how they evaluate founders, how they think about valuation, and what can ultimately cause them to pass. We a
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