JB

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JB

JB

@JBMason

if you’re going to try, go all the way menswear and a bit more

Kansas City Katılım Şubat 2011
876 Takip Edilen1.6K Takipçiler
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JB
JB@JBMason·
Life is simple: 1. decide to be somebody 2. refuse to quit and do it with some panache
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JB
JB@JBMason·
@jakewoolf you already have a pair of navy pants!
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Jake Woolf
Jake Woolf@jakewoolf·
Me explaining to my gf why I needed another pair of $500 pants
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JB
JB@JBMason·
@SMB_Attorney trying to get acquired? or just pure ego
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SMB Attorney
SMB Attorney@SMB_Attorney·
Why on God's green earth would you allow the New York Times to do a profile on you bragging about your fat margins if you have nothing proprietary, no moat... zero way of stopping copy cats? Something's not adding up!
Jon Oringer@jonoringer

The NYT just profiled a $1.8B revenue company with 2 employees. Medvi is a telehealth GLP-1 provider built by Matthew Gallagher, 41, from his house in LA. He launched in September 2024 with $20,000. Here are the numbers: Month 1: 300 customers Month 2: 1,300 customers 2025 full year: $401M revenue, 250,000 customers 2026 run rate: $1.8B Net margin: 16.2% ($65M profit) Total employees: 2 (him and his brother) Outside funding: $0 How it works: Medvi is a front end. Two platforms — CareValidate and OpenLoop Health — handle doctors, prescriptions, pharmacies, shipping, and compliance. Gallagher handles brand, website, ads, checkout, and customer service. All built with AI. His stack: ChatGPT, Claude, and Grok for code. Midjourney and Runway for ad creative. ElevenLabs for voice. Custom AI agents to connect systems. AI chatbot for customer service (which initially hallucinated fake prices he had to honor). For comparison: Hims & Hers did $2.4B revenue last year with 2,442 employees and 5.5% net margins. Gallagher is running 3x the margin with a fraction of a percent of the headcount. Back into the unit economics: ~$336M in total costs, probably $160-200M to the telehealth platforms, leaving $130-170M mostly in marketing. Against 250,000 customers, that's a $500-700 CAC. High, but it works because his overhead is virtually zero and LTV at ~$200/month holds up. He's expanding fast. Men's health launched in February — 50K customers in month one. Meal delivery went live last month. Women's health, hair growth, supplements, and skincare are next. The vulnerability: zero moat. No proprietary tech, no doctor network, no pharmacy infrastructure. CareValidate or OpenLoop could raise fees or launch competing brands. Anyone could replicate this model in weeks. Right now, the margins are enormous for anyone who moves fast enough. The question is how long that window stays open. nytimes.com/2026/04/02/tec…

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JB
JB@JBMason·
I'm an early adopter of Oura. Been wearing it for 6 years. Recently I've stopped checking the app daily. I haven't fully ditched the ring... yet. Here's why 👇 I realized that I was allowing my sleep and readiness scores to affect my mood / motivation. This became glaringly apparent when my wife and I welcomed our first child last year. Despite our best efforts to continue focusing on sleep and recovery, my scores immediately dropped 5-10 points on average. Some days were much worse. Still I never skipped a workout. Even in the early days of parenthood I would get up and exercise. But I realized that the lower scores were affecting my mood and motivation. I would take it easier on a lift or run just because my readiness was 78 instead of 90. Am I really that soft? No fucking way. So, I stopped checking the Oura app first thing in the morning. I just got up and hit my workout as prescribed. Then later in the day I would check the app. Some days I wouldn't. I noticed that I had some absolutely killer workouts on mediocre readiness scores. Other days I assumed I had a bad readiness score only to see a number in the upper 80s. I stopped letting my effort be dictated by an app or my feelings. I just did it.
WellBuiltStyle@WellBuiltStyle

While you hyperventilate over your "readiness" or "recovery" score and how many hours of REM sleep you got the night before you have guys like JJ Spaun just showing up and getting it done. 👇 Parents everywhere know the deal. "Optimization" is a fool's errand. Excerpt taken from Growth Equation: thegrowtheq.com/newsletters/

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JB
JB@JBMason·
@ImBlake very cool. this is a new-ish venture, right? just curious what you’re working on now
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Blake Miller
Blake Miller@ImBlake·
Got the keys to the new office today! Bang.
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JB
JB@JBMason·
@NickWatts so its the Buck Mason of golf
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JB
JB@JBMason·
DJW makes a good point about the importance of aligning with a brand's identity. Buck Mason makes some nice clothes, but they're trying way too hard. If I'm spending top dollar for a statement piece then I need to feel an allegiance to the brand. A few brands that make me feel something: Valstar, Officine Creative, Informale, Drake's, Ring Jacket/The Armoury - just to name a few. I'll happily spend money for statement pieces from those brands. Statement pieces are jackets and shoes. Occasionally shirts or sweaters. Accessories are a different convo. Basic pieces I'm more okay with Buck Mason or just finding the best fit for my body. I like the field spec t-shirts and full saddle pants from Chud.
DJW@DecoMeetsIvy

Buck Mason is becoming too insufferable for me The worst part is they actually make good clothes but it is watering the brand image IMO It's like they hire micro influencers whose job is to just have people film them walking in Soho pretending it's candid Paging @rfkenmore

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JB
JB@JBMason·
@DecoMeetsIvy @rfkenmore Not RFK, but I think they're trying too hard. I like the full saddle pants and field spec t. Most shorts look nice. I don't mind purchasing basics there because 1) they're usually pretty good and 2) brand identity matters less. Statement pieces I'm looking elsewhere.
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DJW
DJW@DecoMeetsIvy·
Buck Mason is becoming too insufferable for me The worst part is they actually make good clothes but it is watering the brand image IMO It's like they hire micro influencers whose job is to just have people film them walking in Soho pretending it's candid Paging @rfkenmore
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JB
JB@JBMason·
If you’re a grown adult and participate in April Fools then you’re not a serious person
GIF
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JB
JB@JBMason·
@d00gs he is the quintessential "don't let him near your girl" dude just look at the man. it's so obvious what he's about (being a pos)
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JB
JB@JBMason·
@Asher1497 Thank you. Yes it’s a utility shirt in a very nice chambray. Made by Informale which is a killer Australian brand.
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Roy 🍉
Roy 🍉@Asher1497·
@JBMason Is that a utility shirt? It’s looks great! Where is it from?
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JB
JB@JBMason·
@dantefofante I went with silver and had regrets. But I think that may be the case with either choice. You’ll see the other color and say damn that looks good. Basically they’re both great.
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dante
dante@dantefofante·
Grateful that my biggest frustration lately is choosing black over silver for my MacBook Pro.​​​​​​​​​​​​​​​​ Whats the better choice?
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JB
JB@JBMason·
@MusingwithADHD Yeah that’s fair. Totally different ballpark. I’ve been into the South Congress store countless times. Tecovas is very nice.
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Sean
Sean@MusingwithADHD·
@JBMason I bought a pair Tecovas in Austin in 2019 (Cartwright and the earl). I had no idea how mainstream they were going to get but they’ve held up great. Luchesse is on a different level though. Like asking Grant Stone or Allen Edmonds loafers and suggesting Crockett Jones.
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JB
JB@JBMason·
@MusingwithADHD @patrickdichter Shane Smith was my absolute favorite for years. I’ve seen them 10+ times live. They always kill it. RCS is very good. I really like Charles and his sound too. You have good taste my man
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Sean
Sean@MusingwithADHD·
@patrickdichter @JBMason Went through a heavy rotation of Flatland Calvary in 25, Shane Smith & Saints in 24, currently on Red Clay Strays and Charles Wesley Godwin. But all of those artists mentioned are great just haven’t jumped in deep with them.
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JB
JB@JBMason·
my top bands right now Mt. Joy Flatland Cavalry 49 Winchester unique sounds, all great live always looking for recs what am I missing?
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JB
JB@JBMason·
@0rRatings I’m just having a laugh, mate. Don’t think I’ll be rocking sweats with loafers. I am excited to wear these sweats though. Probably with commons or newbies
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RD
RD@0rRatings·
@JBMason Nooooo not the sweatpants on you too! Although looks better than Jake Woolfs attempt
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JB
JB@JBMason·
@cigarettesummer I have a replica. I love it. But I care more about style than function.
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Lemón 🍋
Lemón 🍋@cigarettesummer·
Can anyone tell if this chair is actually comfortable
Lemón 🍋 tweet media
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