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Top decks · May 4

Highest-scoring memos for the week of May 4.

WeeklyMonthlyAll-time
This weekLast weekMay 11May 4Apr 27Apr 20
  1. 1
    Vaca ChipsShow velocity at scale
    “6 units/store/week at Bristol Farms at $10.99 MSRP, 41% repeat rate, $2M run rate one year in - Vaca is a real chip company.”
    7.8
    score
  2. 2
    RIDE.MARKETSShow real volume
    “The crowd-is-a-fader insight is genuinely earned data, not a vibes pivot - but $16K coordinated in 9 days is a proof of concept, not a business.”
    6.8
    score
  3. 3
    Padiano's KitchenShow repeat
    “76.7% gross margins, $1.2M TikTok Shop GMV, and they're stocking out before the spike ends - that's a supply problem, not a demand problem.”
    6.8
    score
  4. 4
    CRIA TechnologiesBOM doesn't math
    “NOPOL has a 1/10th-scale prototype and a Wikipedia TAM slide. That's not a pitch deck, that's a science fair entry.”
    1.5
    score