HILOS

14 statements across 1 episodes · 12 bullish · 0 bearish · 2 people on the record · first statement Mar 4, 2025 by Josh Muccio · said 26 times in 1 episodes since 2025 · across every show →

Mentions by year

brought up most by Elias Stahl (16), Josh Muccio (9), Mark Phillips (1)

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2025 26 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about HILOS, oldest first

Mar 4, 2025 positive
Assertion Partly supported
Muccio: HILOS oversubscribed its funding round to raise $5M
“Elias oversubscribed on their round, raising a total of five million.”
Josh Muccio Mar 4, 2025 ▶ 20:26 #113 HILOS: Is This The Perfect Business?
Mar 4, 2025 positive
Assertion Not publicly verifiable
HILOS signed four footwear brands within six months of initial launch
“Within six months of that launching, we signed another four brands, and we went to South by Southwest to showcase this new model of collaboration for the industry and won world's most innovative technology and best in show.”
Elias Stahl Mar 4, 2025 ▶ 6:33 #113 HILOS: Is This The Perfect Business?
Mar 4, 2025 bullish
Prediction Not checkable as stated
HILOS projects $3M in revenue next year, $16M the following year
“Right now we're looking at three million in revenue next year from the brands we currently have signed and under contract, and we believe we have a very strong pathway to get to sixteen million the following year.”
Elias Stahl Mar 4, 2025 ▶ 9:37 #113 HILOS: Is This The Perfect Business?
Mar 4, 2025 positive
Opinion
Stahl: AI-driven on-demand footwear completely disintermediates traditional shoe brands
“It completely disintermediates brands. In a way that's pretty significant for the industry.”
Elias Stahl Mar 4, 2025 ▶ 23:55 #113 HILOS: Is This The Perfect Business?
Mar 4, 2025 bullish
Assertion Not checkable as stated
HILOS 'George' shoe showed no wear after a 300-mile test
“We sent the George on a 300 mile joyride, and it came out without a scratch. And a big reason for that is because we're using far more advanced materials, and we're using a completely different structure of build.”
Elias Stahl Mar 4, 2025 ▶ 8:23 #113 HILOS: Is This The Perfect Business?
Mar 4, 2025 positive
Assertion Supported
Muccio: HILOS recently recruited a former Nike executive to its team
“Hylos also brought on a few new team members, including an executive from Nike.”
Josh Muccio Mar 4, 2025 ▶ 20:32 #113 HILOS: Is This The Perfect Business?
Mar 4, 2025 neutral
Assertion Not checkable as stated
HILOS expects approximately $250k in revenue for the current year
“About a quarter of a million.”
Elias Stahl Mar 4, 2025 ▶ 9:53 #113 HILOS: Is This The Perfect Business?
Mar 4, 2025 bullish
Prediction Not checkable as stated
Stahl: HILOS operating profit margins will exceed Google and Amazon next year
“The, if you look at profit, we are, our operating profit by next year will be over. More profitable than Google or Amazon, because we don't fundamentally invest or hold the costs of the things that we fulfill for brands.”
Elias Stahl Mar 4, 2025 ▶ 13:38 #113 HILOS: Is This The Perfect Business?
Mar 4, 2025 bullish
Assertion Not checkable as stated
Stahl: HILOS software cuts footwear product delivery from months to hours
“So the designer focuses on really new, interesting, creative textures and geometries, and our software is able to push them and empower them to think faster and broader and more creatively than before while delivering a product within minutes and hours instead…”
Elias Stahl Mar 4, 2025 ▶ 21:51 #113 HILOS: Is This The Perfect Business?
Mar 4, 2025
Disclosure
Stahl: HILOS is raising $4M and has already closed $2M
“We've actually are right now in a four million dollar raise. We've already closed the first two, and so right now we're subscribing to the last two million of that round.”
Elias Stahl Mar 4, 2025 ▶ 3:33 #113 HILOS: Is This The Perfect Business?
Mar 4, 2025 positive
Disclosure
HILOS takes 15% of brand unit cost at 100% gross margin
“15% of the unit cost for the brand. So if it's a hundred dollars, let's say, it would be 15 dollars. Of everything sold. That is a hundred percent margin because we didn't actually pay to fulfill that in any way.”
Elias Stahl Mar 4, 2025 ▶ 7:35 #113 HILOS: Is This The Perfect Business?
Mar 4, 2025 bullish
Assertion Not checkable as stated
HILOS supply chain network turns around on-demand footwear in 72 hours
“So the way that our supply chain works is we essentially have printing partners that maintain very shallow levels of inventories at assembly partners that are each around a certain product type. They're able to then Turn around things in 72 hours.”
Elias Stahl Mar 4, 2025 ▶ 5:48 #113 HILOS: Is This The Perfect Business?
Mar 4, 2025 bullish
Assertion Not checkable as stated
Stahl: HILOS holds exclusive deal with the world's largest 3D printer
“We have incredible partners that the largest, most industrially scaled, three D printing partner in the world that we have an exclusive relationship with.”
Elias Stahl Mar 4, 2025 ▶ 5:09 #113 HILOS: Is This The Perfect Business?
Mar 4, 2025 bullish
Assertion Not checkable as stated
Stahl: Exclusive supplier deals give HILOS huge leverage over partner brands
“We own the language by which they make the product. We have exclusive supplier relationships and brands are incredibly dependent on that and dependent on us, which allows us have a huge amount of leverage in that relationship.”
Elias Stahl Mar 4, 2025 ▶ 14:08 #113 HILOS: Is This The Perfect Business?
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