Bear @ Whop retweeted
I waited, learned and made my first investment since returning as an active investor at Sequoia.
Whop is a special company, and I’m excited to help them to create jobs and stimulate the economy.
Whop has raised $200M in Series D funding at a $5.1B valuation, backed by @sequoia and @shopify.
It really feels like we are barely touching the tip of the iceberg in a market larger than anyone can imagine.
We first launched Whop as a better way for us to sell sneaker bots, one of the most niche types of desktop software out there.
Total TAM? Probably $20,000 per day.
Who cares, tiny market.
But, what people discounted is the idea that there were actually 70,000 other markets exactly like that one.
Beyond the investment itself, I am especially excited to welcome legendary silicon valley investor @dougleone to our board of directors. Doug and the sequoia team are nothing but a brilliant, resourceful, and principled group of people.
My co-founder Cameron and I started building on Shopify when we were 13 years old. Shopify is one of the most impactful all-in-one cloud ecosystems ever created; @tobi has pioneered modern entrepreneurship the way we know it and we are thrilled to have him in our corner.
We have a tenet at Whop to be the dumbest in the room and I am very grateful that this has recently become a lot easier.
We are focused on markets, scale economies, and progressive media. If that is up your alley, please message me directly.
The $200M raised will support our expansion as we build economic infrastructure for the next century, continuing on our mission of delivering everyone an income.
When I first joined Whop, I had the opportunity to meet thousands of entrepreneurs from around the world.
Business operators as young as 14 were making generational income dropshipping on Amazon or building AI automations for antiquated businesses.
No matter the business model or scale, the primitives were always the same.
These businesses required a website, payment acceptance, pixel, ads, card issuing, global payouts, bill pay, etc
Last quarter, my team at Whop announced partnerships with Slash, Cursor, Replit, SpaceX, etc…
Whop is building the end to end API for running a business, enabling money movement, customer acquisition, and mobilization of an on-demand workforce.
Our mission is to help everyone earn a sustainable income.
We are building for the Global Fortune 5,000,000 — small to medium sized businesses run by people just like us.
These businesses are underserved, and are the backbone of so many local economies across the world.
I’m more energized than ever, and the platforms team is growing…
Shoot me a DM! I’m hiring across sales, account management, FDE and more!
Whop has raised $200M in Series D funding at a $5.1B valuation, backed by @sequoia and @shopify.
It really feels like we are barely touching the tip of the iceberg in a market larger than anyone can imagine.
We first launched Whop as a better way for us to sell sneaker bots, one of the most niche types of desktop software out there.
Total TAM? Probably $20,000 per day.
Who cares, tiny market.
But, what people discounted is the idea that there were actually 70,000 other markets exactly like that one.
Beyond the investment itself, I am especially excited to welcome legendary silicon valley investor @dougleone to our board of directors. Doug and the sequoia team are nothing but a brilliant, resourceful, and principled group of people.
My co-founder Cameron and I started building on Shopify when we were 13 years old. Shopify is one of the most impactful all-in-one cloud ecosystems ever created; @tobi has pioneered modern entrepreneurship the way we know it and we are thrilled to have him in our corner.
We have a tenet at Whop to be the dumbest in the room and I am very grateful that this has recently become a lot easier.
We are focused on markets, scale economies, and progressive media. If that is up your alley, please message me directly.
The $200M raised will support our expansion as we build economic infrastructure for the next century, continuing on our mission of delivering everyone an income.
Build businesses, run ads, get paid.
The platforms team at Whop is hiring AEs, AMs, and FDEs. DM me to chat
Last quarter, my team at Whop announced partnerships with Slash, Cursor, Replit, SpaceX, etc…
I’m hiring for sales, AM & FDE.
My personal # is 207-329-2770.
If you want to work extremely hard, solving technical problems in partnership with the largest global companies, I’d love to meet you.
There's legit a good chance I get married in Whop merch
Now you can get in on the action… and build your own ecommerce store end-to-end on Whop while you're at it!
Bear @ Whop retweeted
Intelligence is abundant, but economic intelligence is not
Nations, frontier labs themselves, enterprises, and a small cohort of power users drive most of the demand for AI infrastructure today. The number of US households paying for an AI subscription is up 155% from 2025 to 2026, but this number is still only about 3% of all US households.
There is so much potential value still yet to be seen from people using AI in their day to day lives.
The recent trend in always-on personal intelligence optimizes for productivity, reducing spend, and participating in commerce.
Not making money.
There is not a clear outlet for people to use these agents to make money, rather than saving it. The vast majority of people will need to find a way to realize value from this rapidly evolving technology, and we believe that creating businesses is one of the major ways they will do so.
Billions of people need a way to convert AI tokens into income.
Today, Whop is introducing Economic Intelligence, a decision making system built from business actions spanning five years and over $7B of annual network volume on Whop. As models continue to become commoditized, it becomes clear that the context layer is where true value lies.
Patterns between isometric businesses become have become more easily readable, allowing us to recommend the most optimal action a business should take to reach their next dollar.
Token output must equate to economic output; Whop turns tokens into income.
Economic Intelligence helps businesses on Whop grow sales, improve conversions and recover abandoned carts.
Available today in your Whop Dashboard, and to agents via the Whop API.
2021: I made a living selling that billboard.
2026: Whop is delivering everyone a sustainable income, announced on that billboard.
Performance marketing agencies needed a platform
> Sign in + manage ad campaigns
> Send invoices / withdraw instantly
> Instant access to Meta agency gold accounts
> Keep 1% of all Ad Spend.
Here's the blueprint for you: whop.com/blueprints/app_Rjrb…
Today, we're decentralizing our sales team.
Verified Whop Partners now have access to the same training materials and controls as Whop Sales Reps.
Whop Partners can now become Verified:
> Adjust fees for your referred businesses
> Attribute your deals without a referral link
> Join a private network of other Verified Partners
Top partners are already making over $1M per year 🫵
Whether you're paying your teammates or sending money to your family in a different country.
Step 1: Open Whop
Step 2: Press send
> Step 1: Go to whop.com/blueprints
> Step 2: Launch your NeoBank
Token output must equate to economic output; Whop turns tokens into income.
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Bear @ Whop retweeted
I love when my babies unite.
In the very early days of @slashapp Victor was angry at me for investing in @whop and wanted me to sell my position (which I did not- I don’t like to sell). I told @victorcardenas one day we will all be friends and I don’t view them as competitors.
Today that’s official.
Their combined ARR back then was essentially zero. Today, 5 years later, it’s approaching $1B
Could not be more impressed with these young ambitious founders. Y’all may have to adjust 2027 numbers up.
The biggest lie in fintech has been the “all-in-one” platform.
We lied too, but today we’re fixing that.
Introducing Payment Processing on Slash, powered by @whop
You can finally take card payments on invoices through Slash or use our SDK to add checkout to your own product.
Now the money that comes in lives where you already hold, spend, and keep the books, giving you operational simplicity and efficiency so you can focus on the needle moving parts of your business.*
