Founder bets real money that AI shopping agents will shift sales to quality-over-ads brands
_AustinCalvert_ · x · 2026-10-25
Supertake's Trevor McKendrick published a real-money portfolio thesis: AI shopping agents will soon compare products on every measurable dimension, shifting sales from ad-winning brands to ones that survive scrutiny. The concentrated portfolio holds 43% independently-tested durable gear (SharkNinja, YETI, Garmin, Hoka, Arc'teryx, Birkenstock, On) and 13% transparent-ingredient brands, plus small positions in agent shopping platforms and quality verifiers, with 10% cash — because he thinks the window is only two to three years. Down 1.4% since Oct 14; he'd rethink the thesis if agents don't change how people buy.