Lucy

6 statements across 1 episodes · 2 bullish · 1 bearish · 1 people on the record · first statement Jul 24, 2024 by John Coogan · said 2 times in 1 episodes since 2024 · across every show →

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brought up most by Molly O'Shea (2)

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Everything said about Lucy, oldest first

Jul 24, 2024 positive
Disclosure
Coogan: Nicotine pouches became Lucy's primary growth driver against ZYN
“We like almost immediately started working on on pouches and products that could kind of directly compete against Zen. And so that's been like the major, major driver of growth.”
John Coogan Jul 24, 2024 ▶ 15:40 John Coogan, EIR at Founders Fund, Founder of Soylent & Lucy · Sourcery with Molly O'Shea
Jul 24, 2024
Assertion Not checkable as stated
Coogan: YouTube videos brought inbound outreach from Congress and hires
“Like I've had like Congress people reach out, like all sorts of different people that we've hired to work with us. Lucy You know, startups and obviously lots of founders and stuff”
John Coogan Jul 24, 2024 ▶ 3:52 John Coogan, EIR at Founders Fund, Founder of Soylent & Lucy · Sourcery with Molly O'Shea
Jul 24, 2024 neutral
Disclosure
Coogan: Lucy intentionally avoids TikTok and aggressively age-gates products
“So from day one, we were just like, okay, how can we like age gate more aggressively, like advertise to even older people?... So like we've never advertised on Tik Tok, any of that stuff.”
John Coogan Jul 24, 2024 ▶ 19:03 John Coogan, EIR at Founders Fund, Founder of Soylent & Lucy · Sourcery with Molly O'Shea
Jul 24, 2024 positive
Insight
Niche retail magazines drive more CPG sales than TechCrunch features
“So yeah, now, now we just focus on, on like effectively like storytelling to like retailers. So more than like a TechCrunch article, like we were, I saw we were on the cover of some like retail distribution magazine that no one outside the industry has ever se…”
John Coogan Jul 24, 2024 ▶ 50:51 John Coogan, EIR at Founders Fund, Founder of Soylent & Lucy · Sourcery with Molly O'Shea
Jul 24, 2024 neutral
Assertion Supported
Coogan: All direct market competitors above Lucy are owned by Big Tobacco
“Literally all of our, all of the competitors that are directly above us are owned by big tobacco.”
John Coogan Jul 24, 2024 ▶ 48:50 John Coogan, EIR at Founders Fund, Founder of Soylent & Lucy · Sourcery with Molly O'Shea
Jul 24, 2024 negative
Assertion Not checkable as stated
Coogan: FDA nicotine regulatory pathway takes five years and millions
“Creating new products that would go through the regulatory pathway and we wouldn't start selling them to from for five years or something. But we haven't really moved the needle on that. Cause it's a big investment. It's like millions and millions of dollars. …”
John Coogan Jul 24, 2024 ▶ 16:00 John Coogan, EIR at Founders Fund, Founder of Soylent & Lucy · Sourcery with Molly O'Shea
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