1-900 Ice Cream

Private equity will roll up Instagram food brands as the next Ben & Jerry's

Shaan predicts PE firms will buy up cloud bakery brands like Ali's Banana Bread and 1-900 Ice Cream, scale them with advertising, and push them into retail — the way a meme-account company sold for ~$100M. He says he'd cut each of the four brands discussed a $25K check today.

“You're going to see a bunch of private equity companies coming in and they're going to buy up, you know, Ali's Banana Bread. They're going to buy up One-Nine-Hundred Ice Cream because they're going to be like, Dude, this is the next Ben Jerry's. And we're gonna take this thing, we're gonna put it on steroids, we're gonna advertise the fuck out of it, and then we're gonna get it into retail stores on top of what it's already doing.”