November 13, 2020

Friday Forum is an All Hands meeting for the Levels team, where they discuss their progress and traction each week.

Transcript

Josh Clemente (00:00):

Welcome to Friday the 13th, of November. Excited to talk through another great week. And first off, excited to welcome my friend and mentor, Huade Tan, to this week’s Friday forum. Huade is a former senior life support systems engineer. All around, really great guy. And he’s head of Rotpunkt Engineering, which is a consulting firm. He’s done interesting things like develop a fast turnaround ventilator system during the early days of the COVID crisis, which you can see in the middle of the screen there. And he’s also the founder of Plantd Engineering, doing some really cool climbing holds development. I worked with Huade and he’s helping us by running a CGM technology research study. Huade, you want to say hi?

Huade (00:51):

Sure. Thanks for the kind words and introduction. Hi, everyone. I’m Huade. Nice to meet you all.

Josh Clemente (00:51):

Thanks for being here.

Laurie (00:51):

Welcome, thanks for coming.

Huade (00:51):

Sure.

Josh Clemente (01:03):

Cool. Jumping right in. So, this week was a big one. In the center of the screen, you’ll see the famed $1 million bill, which we have secured the bag on. So, Level’s has officially earned a million dollars in total revenue, and this is a pretty significant milestone obviously. The ramp- up has been very rapid over the past few months, including our first profitable month in October. Obviously, that came with a known spike. We pushed a ton of people from our standby list right through, and that’s not our sustained rate, but it is a big moment. And we should all just kind of take a few seconds to realize that not many companies make it here, so many more to come. A couple of more things. So, automated monthly reports released this week. The report is the bow that ties around the monthly experience.

It helps bring together everything that the person experienced and gives them a few pointers on where to go next and how to continue these new lessons learned in their daily lives. Thus far, they’ve been manually generated and David’s been carrying the burden there. So Hao did some awesome work this week to automate that. And as a result of that automation and putting the report download behind a login screen, we were able to move our Net Promoter Score survey to just in front of that login page. And the benefit was that we now have, it was literally binary. We now have close to a 100% NPS response rate, up from about 6%. And we’ve only had one detractor as far as I know, in that massive spike in responses. So, this kind of shines a light. We were a little bit worried that behind the scenes, people that weren’t answering the NPS survey were hating our product or something.

And this is really pretty exciting, because you expect to dilute your responses by some amount, if the volume goes way up and we did not see that yet. So, awesome work on that, on those changes and yeah, let’s get some more feedback from our customers with similar carrots. Casey’s Stanford lecture went great. Molly Maloof, she spent about 25 minutes thanking Casey via Instagram for how good that lecture was. Hopefully we can get a recorded version of it to distribute to the team, but props to Casey for, I think our first specific lecture on glucose monitoring in the university environment. We’re in conversation with the NFL, they’re doing an obesity awareness campaign and Levels will, in some way, participate in that, which is exciting. And then we’ve got some really engaging features which David will talk more about that were released internally this week. I’ve been loving the heart rate data overlay. Already seeing some really interesting correlations, which I’m hoping we can dig into at a population level.

We’ve got challenges v2, which Xinlu did some pretty amazing work on very quickly, and I’m stoked to try them myself. And then we’ve got some leaderboards experimentations going on. Sign-ups for cohort 5 of the Wearable Challenge are live. Interestingly, we had a mid-point survey for cohort 4, and weight loss is very consistent at close to, it’s about five pounds right now. So we’re consistent with prior cohorts, where the average weight loss was around 10 pounds. So, that’s great to see that things are sustaining. A few other highlights in here. We’ve been wrapping up our press push. We’ll be announcing our seed raise on the 17th. And some of the companies that are, publishers that are responding, Business Insider, Crunchbase, New York times, GQ. We’re getting a lot of really interesting pick-up of that upcoming announcement. And then we had some cool conversations this week with potential partners.

So Adidas. Tom had a really awesome conversation with them. They’ve been apparently evaluating Levels from afar for some time and are very impressed by what they see. Equinox has a Tier X program, which is like their elite performance training. And this is Matt Delaney’s quote here on the Equinox blog, just saying, we’re everywhere, completely consuming the fitness space. Which is something I like to hear. We’ve got some really cool influencers coming in. Kirsty Godso is one, the Sport Enrich team, just a lot of people that have a huge amount of very intent following, and so continuing to spread the word through our social platforms. Thomas DeLauer, another one. He’s a very well-known ketogenic influencer. He’s got close to two and a half million subscribers. So, this is pretty great. And then, let’s see, we’ve got conversations with Neuralink. We’ve got the CEO of Wayze joining. Another great conversation with Biograph. A lot of good stuff.

And then I want to highlight here, Rob Howe, who runs Beyond Type 1. So, we’ve had a few great conversations with people from the Type 1 community. And generally, Rob is going to help us out with some content on our blog to help explain how the technology development and innovation in the world of non-diabetic glucose monitoring can really benefit diabetes, specifically. Both Type 2 and Type 1. And I’ve had a few good conversations this past week. Jason Poston, who’s a Type 1 bodybuilder, the team at ExpressionMed, which develops medical products for Type 1 diabetes, they’re all super supportive. They’ve been watching us with a little bit of skepticism. And then over time they’ve seen that the message is very sincere and that the end goal is to push the state of metabolic science forward. And they can appreciate that.

So, more to come here. Something to dwell on. There’s a whole bunch of metabolic dysfunction out there. And I think Type 1 is an area that you can’t get away from. It’s not something that’s avoidable, the way Type 2 is. And hopefully by diverting resources from having to manage the massive influx of Type 2 diabetes, we can on unleash some more to help serve the Type 1 community more effectively. So …

Jumping ahead, let’s see. Weekly Beta Trends. So you’ll see that in the upcoming weeks, we’re going to see a continued taper. This week, the week of November 9th, we had about 144 scheduled orders. The following week will be back down to about 84. That comes back up in the week following. So, we are still in that trough effect after ramping up in October. I kind of adjusted the partner code thing here. So, rather than showing all-time numbers, I’ve shown this week’s numbers, which I think is more representative of what’s going on. So, keto diet podcast, we’ve got a CEC 11, which is actually a conversion test that Sam’s running. Maybe you can say some words on that, Sam, in a minute. And then Kevin Rose continues to pull his weight even months later, which was pretty shocking.

So, good stuff happening, no major changes this week. Any questions on the aforementioned?

Sam Corcos (07:42):

Yeah, I can touch on the conversion test one.

Josh Clemente (07:44):

Yeah.

Sam Corcos (07:45):

They’re basically the people that have been waiting on the wait list for almost a year now. And we just sent them a link to allow them to sign up for the beta. I was expecting close to zero, in terms of the sign-up rate, but we got a few of those people to sign up. So that’s a good thing.

Casey Means (08:02):

Sam, do you know how many people were in the initial outreach, and what like the …?

Sam Corcos (08:08):

Yeah, 3,500.

Casey Means (08:10):

Oh wow. So you emailed 3,500 people and then only 11 … So can you …?

Sam Corcos (08:14):

These are the very early sign-ups from January, February of this year. So, it’s the people who’ve been on the wait list for about a year, didn’t hear from us at all until July, when we sent our first newsletter. So, I didn’t have super high expectations for this group.

Josh Clemente (08:33):

Yeah, also, I think we need to take a look at the click through rate, and then link click rates to see exactly what this percentage really means. But it’s the beginning of our, beginning to provide some metrics and understanding of how our wait list is functioning and what the degradation rate over time is. David, you were saying something?

David Flinner (08:56):

Oh, I think there’s a lot of room to unpack here. There’s many different variables. I know that Sam sent them directly to the purchase form instead of the more marketing friendly purchase landing page. So, there’s a lot of stuff that goes into this. It’s kind of cool to see any orders, I think.

Josh Clemente (09:12):

Yeah, we should follow up with the same cohort for the ones that don’t convert and send them to the partner page field. Sam.

Sam Corcos (09:20):

Yeah, so we still have 10.3 million in cash. On track to hit a revenue goal for November. That’s coming along.

Next slide.

And we had a little bit of a bump this last week, mostly from one of the recent podcast releases and the big conversion tests. So, on track on the financial side.

Josh Clemente (09:45):

Yeah, we’re also going to be opening a follow-on round for some strategic investors and partners, so that’ll be coming soon. Obviously we’re in a good cash position. And the intention here is to drive up the value proposition. Our network is one of the biggest assets we have. And anytime we need to get something done or need to speak with someone in any industry, we can actually reach into our investor network, and it’s usually an email away. So, continuing to expand that web and bring in a few people on a follow-on round, which we’ll update in the future.

Okay, Megha.

Megha (10:24):

Yeah, I wanted to highlight a couple of insights from Instagram. We had our top performing post last week. It was a tweet that we put up from Michael Arrington, who’s the founder of TechCrunch and Crunchbase. This post got 618 likes, which is a really high engagement rate. The average for the industry is 1.6%, less than 1% for health and beauty. And this post alone got 7%. And the reason we think it got so much engagement was it got a lot of shares. It was shared over 40 times. People re-posted it in their stories. And it also drove a hundred clicks to our website. So, the broader insight that I’m drawing from this is that these bold, inspiring tweets that have short, simple copy can really inspire a lot of sharing. And speaking of shareable content, something else that was great was Emily Ova, a influencer that has 317,000 followers, she reshared one of our quotes, our customer quotes in her stories. And that alone drove, sorry, this isn’t refreshed, but it drove 25 weight loss sign-ups. That’s what the XX should be. So, I think that gives us more reason to create shareable content.

And you can go on to the next slide.

And for Twitter, the main thing I wanted to highlight, there was nothing like massive, new and different this week, but it just continues to be this really rich platform for dialogue and questions. We see a lot of people asking questions, the community jumping in. So I think, as we think about education as being a huge pillar to anchor the customer experience around, I think Twitter is really this hybrid area to broaden education amongst people that are aware of Levels, interested in metabolic fitness and also people that are using the platform. And it provides an opportunity for us to just have a bigger role in that conversation.

Josh Clemente (12:14):

Nice. Any questions on social stuff?

All right, podcast update.

Tom (12:23):

So it’s another good week for podcasts. Just a couple of quick ones to call out. The keto diet podcast, which is a Tier-One show that Casey was on, was released. Definitely recommend listening to that one. Casey did an awesome job, and we’ve already been seeing some conversions. Leanne, the host, is also an affiliate. And then next week, stay tuned for the release of Broken Brain, a very high Tier-One show. We thought it was going to be released this week, but it got pushed to next week. That one should be really good. So, excited to listen to that.

Next slide.

Right, so zooming out quickly, just giving everyone a reminder of some of the key partner activations between now and end of year. This is not at all comprehensive, but just some of the bigger names. The things that are new on here. So, one, we will likely be on a number of holiday gift guides, including Bulletproof and Ben Greenfield, which is a great, just added perk of end of year partner efforts. So it’d be a fun test for us. I think that will drive a solid number of conversions. And then we’re moving forward with Zero and the partnership that we’ve discussed on previous calls. Essentially, they’re running a January campaign. They’re calling it Challenges to their group, they’re launching, essentially, their version of in-app challenges. And each week in January will focus on a different facet of health, like fasting, exercise, sleep. And then the fourth week will be metabolic health. Each week will have a corresponding partner and piece of technology. So, for the fourth week, that will be Levels, which is really exciting.

We’ll be doing some light co-marketing, blog posts, et cetera. But also we will be directly offering Levels via Skip the Line link to their entire Zero Plus user base. Ops, I will keep you posted on exactly what that means. I think that they have quite a few Zero Plus users, it might be north of 100,000. So, I’m going to talk to them a little bit more about that and we’ll keep you posted. But we’ll be offering Zero Plus to our users and they’ll be offering Levels to theirs. So, that will be really exciting.

Next slide.

All right, so zooming out again, we’ve got a bunch of fun organizations and brands that we’re in partnerships discussion with, and I thought it would helpful to just give like a super simplified overview of how these conversations often go. They take a really long time. So in general, step number one is often a series of phone calls and just exploration. That can take weeks, could even take a month. Step number two is what I would call stakeholder testing. So this is just the key stakeholders on their side, who initially want to vet the technology and continue to explore it. From there, we would do what we would call like a pilot for most of these brands. So a soft rollout to a subset of their users. And then from there, a more full rollout. This is not the case for all partnerships of course, like an affiliate or an influencer or podcast would not necessarily follow this structure, but these are what I would call performance partnerships. I should probably have a word for it. Or health and performance partnerships.

So, partners who are actually using Levels at scale to improve, help their performance for their users. So yeah, a lot of cool brands on here. The new one this week, we had good calls with Equinox, Parsley and Adidas. Adidas is the only new one. Had a call with their global head of sports science. And they’re really interested in vetting Levels for both their elite athlete population, but also some new consumer facing programs that they’re developing in 2021. And then Parsley and Forward, Meg is doing a great job leading those conversations. Again, those are slightly different types of partnerships, but those are sort of the two leading brands within that category of premium concierge medicine. So, excited to see where those go.

Next slide.

Lastly, just quick press update. So the fundraising announcement is set for Tuesday, November 17th. The way this generally works, is that our PR team started outreach officially just only yesterday morning, which is their standard timeline and protocol. So first, they reach out to media just to confirm that there is interest in covering the story and that they agree to the embargo, which just means that they’re not going to share the news prior to the date that we give them, which is the 17th. Once they confirm, we send them the press release, which is the nuts and bolts of the announcement. From there, they work on the article. They may schedule a call with our founders or one of our investors to get additional insight and quotes. And then they publish on the 17th or within the next couple of days. So, process is very quick, but it’s under way and we’ve already received some good responses from those brands on the right. But almost certainly, additional outlets will be covering it. So, stay tuned. A lot of action next week.

Josh Clemente (17:43):

Nice. Updates, any questions? All right. Jumping to Ops, Miz.

Miz (17:51):

Cool. Right on that note, gearing up for the inbound next week. Typically with these kinds of fundraising announcements, we’re going to get a ton of our existing customers reaching out, because they’re reminded about us. Probably a ton of folks on the wait list who want to move up. New sign ups are probably going to spike quite a bit and we’ll get kind of a long tail of resumes sent to our support address. And just kind of investor interest. So we’ll be ready to feel that increased volume next week. Hopefully it’s manageable, it shouldn’t be too crazy after what we’ve been through in October. But we’re very mindful of the announcement and the impacts it will have on us. So, keeping an eye open for that. On the Wearable Challenge, like Josh mentioned, cohort 5 sign-up is now open. So we’re continuing with this partnership and this experiment.

Cohort 4 is going very well. There’s a lot of really, really interesting chatter happening in the WhatsApp group, as we’re continuing to pull out some insights. The big conversation this week were really around subscriptions, ongoing app access. And then the community also organized all of their resources that they’ve shared. Plenty of research-backed articles, direct links to studies, blog posts. And they put it into a big Google doc that they’re all collaborating on. So, the community aspect is really, really powerful and they themselves recognize that community has led to increased accountability. So, really cool to see that. On the mid-point survey results, they’ve lost an average of four and a half pounds so far, which is about halfway towards most of the goals that have been set, an average of about 10 pounds. This next cohort, we’re doing a bunch of body measurements, so we can measure some other things other than direct weight, to see what the impacts are there.

So looking forward to that. And the Wearable Challenge team is really iterating and experimenting with different ways to get people on track, to get them back on board after they’ve had a bad day, to create streaks. So, a lot of the gamification things that we’ve been seeing and talking about, they’re experimenting with, which is great to see. Next update here. We’re now filing bugs directly in Clubhouse, which is great. And we’re linking Help Scout tickets to those bugs or feature requests. So when customers report something, and then it eventually gets fixed, we’ll have a really nice loop to close the communication with the customer later on, which is just a really nice support touch, and also just good hygiene. So, good for us to have these two teams talking and working closely together. We’re getting things to the right place.

Physician network. We’re adding a physician that Josh has been chatting with for some time, Dr. Klein. She has a handful of states, but between some new additions from Dr. Foster, Dr. Giacchino coming back on board, we now have covered for 47 US states, so we’re missing a few, which you can see there. This is with our own rag-tag group of physicians. We’ve got five or six. We’re doing a great job. So we’re not even plugged into the Truepill physician network yet, those conversations are still ongoing. But we’re doing great and the queue for consults is moving very quickly. And then finally, I mentioned last week, some updates to subscriptions overall. And so those we’re still working through on the engineering side, figure out the feasibility, the product feature side of it. But in the meantime, doing what we can to improve communication around subscription.

So, a lot of the comments we’re getting on support, are really around subscription timing, how to sign up, misunderstanding about what they initially paid for. And so right now, we’ve been prompting for subscriptions at the week four email, as you complete the program. Which, one creates a gap between your last day and when you get your next set of sensors. And there’s also just a lot of anxiety through weeks two, three, four, about the continuity of the program. So, we moved that announcement up to earlier in the completion emails, the weekly emails. We’re getting a lot of sign-ups it seems. I haven’t dug into the data yet, but anecdotally it looks really good. So, that’s most of it for now.

Josh Clemente (21:37):

Awesome. Yeah, the subscription wave has been pretty awesome. Similar, I think, functionality to putting the net promoter score up front of the report. So, more visibility has seemed to be more conversions, which is great. Cool. So Mike is out today, he’s in a wedding. I want to first of all, shout out, even though he’s not here, he just hit his one year, I believe yesterday, at Levels. So, Mike was, in the early days, Mike was the Levels program. We had text messages and he would literally text every customer all day long. And we had some really great responses. People loved it and it was life changing for them. So, thanks Mike, for all that work and for continuing to evolve with the company. Generally, the areas focus haven’t changed much for his customer success responses. Getting started is still a big area of focus and then education, what do I do next? And so we’re putting some thoughts into how to introduce more cohorts.

So, the Wearable Challenge is as an example of a cohort where people are going through it together, they are exchanging a lot of information. And so, putting a little brainstorm into how can we have other, maybe not challenges, but shared trials where people go through levels together with a shared goal. And so that could also help in addition, all of the progress on the product itself. And our FAQ is helpful here.

I’ll just highlight the the quote here. Basically, this is just an extreme athlete saying, this is the new Fitbit. And this is kind of, we’ve heard a lot of chatter around Supersapiens and around other companies that are focusing specifically on athletics. And the beauty of what Levels is doing, is we can apply the exact same technology to the world of athletes and to everyone else. And so, that’s what I’m excited about, is that we are not explicitly focusing on athletes, but this product does really benefit anyone who is trying to improve their physical performance.

So we had some great conversations this week. All of that is in the meeting notes, definitely check those out. And leave thoughts, take it into account in your daily work and definitely keep the customer front and center. And Mike will be back next week. Okay, David.

David Flinner (23:47):

Awesome. So I’m trying a bit different format this week for the product section. I’m going to walk through a bunch of things that we’re launching internally and that are in progress. So, just to kick it off, got a couple of small UX wins for Android customers, that have been around for a while. We’re getting rid of the blue bar at the top of the screen, and we’re getting rid of some of the icon misalignment. So, hopefully some small wins that’ll make Android users happier.

Next slide.

Josh alluded to it, but we automated the monthly reports and introduced this really nice new survey page you can see at the bottom. It’s been a really big win for me. I spend many hours a week generating reports. Now I won’t. And it’s a win for our customers, because they get faster reports. And we’re getting a lot better data on how happy our customers are. Great job, Hao.

Next slide.

So we’re trying to carve out more time to do some scrappier explorations into domains that we don’t yet know what we want to do, but we know that there’s promise here. So, Jhon took a stab at implementing a Levels community leaderboard. So, you can join a group, you can see how you stack up with your metabolic fitness against other people in your group, compete to be at the top of the leaderboard. Really cool. This is a great example of something that was done in a timebox manner, just took a couple of days. And it’s something that we can play around with now and see if there’s any value in it. So, dive in there, see if you like it. And I think there’s promise. If it’s not clear, the one on the left is the implementation. The one on the right was the inspirational mock.

Next slide.

Xinlu created the next version of challenges, which is really immersive and takes what we had, was previously a static list, now you can click on a challenge. You can opt into it, it gets added to your collection of challenges and then you can associate logs with that challenge. And when you associate a log with a challenge, it will display the score right there on that line. And you can do head to head. And once you associate two, then you can easily compare them. Just to visually close that loop on what the effect is that the challenge is showing you. So this is a foundation for what we want to build out. Eventually we want to have programming sets, which are, you can imagine like there’s a vegan community, or keto lovers or carnivores. And they each have their own description and they have their own community members. They have their own recommended lists of things to try that are great for that diet. And you can opt into them, explore them on your own and see if they work for you.

Next slide.

Jhon implemented heart rate overlays in the graph. So it’s really faint right here on the presentation, but you can see I’m toggling on and off my heart rate for when I ate breakfast, oh this is, I had pancakes and pasta for breakfast. This was [inaudible 00:26:27] for the Level’s photo shoot. And then I was like, oh crap, I have to go for a really brisk walks. So as soon as I did that, I went for a walk, and you can see that as I was walking, my heart rate was elevated, my glucose was dropping as I was using that energy. And as soon as I stopped walking, the glucose rise had come back up, so I didn’t walk enough. But this is going to be really good for writing context on how people’s actions affect their glucose response, or at least are associated with it. Next we’ll be adding sleep context.

Sorry, yeah, next slide.

So, this is kind of behind the scenes, but we had some accessibility wins this week. We did an audit of all of our web surfaces and made sure that we fixed any errors that were preventing people who use a screen reader or similar devices from accessing and navigating our website. So, now you can navigate it using structured data. And images all have all-text labels, things like that.

Next slide.

Then we have some great in-progress efforts, ongoing. So that picture you see there, those zones are looking great. There’s nothing different about them, but that’s the way it should be. We launched the Persistent Zones efforts that Jeremy’s been working on for quite a while. And if it’s working well, it means that we don’t see any differences. So, I’ve been loving that. And today I think we’re going to be expanding it out to the rest of the internal team. Is that right, Jeremy?

Jeremy (27:48):

Probably next week, because I’m actually off today. So, I’m not here. You didn’t see me.

David Flinner (27:53):

Right.

Jeremy (27:54):

You didn’t see me.

David Flinner (27:56):

Early next week. And then we’re updating the Strenuous Exercise auto detection feature. Gabriel’s working on that, to add in logic for a glucose rise detection, so we’ll automatically cancel out a score if we detect a glucose rise and elevated heart rate. And then Evan’s been working with me to update some of the existing metabolic score distributions to make it a bit more reflective of what we want it to look like, more like a letter grade.

All right, next slide.

And then just two in-progress upcoming things I wanted to highlight. We’ll be adding in-app referral codes. So, you can easily invite your friends. We get a lot of questions saying, hey, can I get my family or friends past the wait list? And pretty soon you’ll be able to go into the app, grab a code and just send that out to your friends. That hasn’t started yet, but on deck.

Next slide.

And then I’ve been spending the last couple days thinking through how we might go through key moments in the early journey and make it more obvious what you should be doing or add some more context. So, this is all just exploratory, but I’m exploring some things like immersive mini tutorials. Like the first time you tap on the add log button, maybe we show these little overlays that say, Hey, click this button to import a photo. Or when you add a note, we’ll use this to display in your reports. So, just provide some context for why, what this box will actually be used for. Or the first time you tap on the graph, maybe we show you, hey, you can tap the graph or you can slide it, or you can pinch and zoom. We’ve heard from customers, who’ve been using the app for a couple months and they didn’t know you could slide your finger across the graph to get spot values, for example.

Next slide.

Or we might have, also like if you get bad score, it’s kind of demotivating, but what do you do next? How do you take that bad score and turn it around? So, maybe we’d provide some more context below that score. So, you can imagine like tapping through, getting more details on what are the principles that you should be looking at a high level? Or what are some specific recommendations that are popular amongst Levels’ customers? Diving into a more immersive educational video content-based approach here. Also tying in, eventually, with that idea, I have a program set. So if you’re on a special weight loss diet or keto or whatever, you can get specific education for that. You can dive into these details in the mocks that are linking the slides. I think that’s it.

Next slide.

Yeah, so, lots going on this week on the product side. Dive into the internal test apps, you can try out those features that I displayed earlier. And if you have ideas for the early journey or other stuff that are in flight, let me know.

Josh Clemente (30:36):

Awesome. I was just tooling around in the community section on the app. I’m really stoked for that. Okay. Individual contributions, 10 seconds each. Mike is out, so Casey.

Casey Means (30:48):

Yes, so very exciting week. I’d say some of the highlights were the lecture at Stanford. Speaking at my alma mater about topics I had wished I had learned in medical school was really, really fun and full circle. Also had a really fun call with a Superbowl NFL champion who I’m, we’re going to be collaborating with, to do some education for NFL alumni about obesity and metabolic health. And what I’m most excited about is that Mike Haney is starting next week and can’t wait to work together with him closely to get him off to a great start. So super excited for Monday.

Josh Clemente (31:24):

Awesome. Mercy.

Mercy (31:26):

I’m excited about reaching the 1,000,000 revenue mark. That’s huge. Congrats, everybody. Congrats, Josh. It’s exciting. And then personally, I’m excited about the new Mac. I’m finally going to upgrade my computer after eight years. So, it’s exciting.

Josh Clemente (31:41):

Yeah, I’ve got a Mac coming too, but now I want the M1. Gabriel.

Gabriel (31:47):

Yeah, I’m really excited about the heart rate data changes. There’s such a huge difference between having access to that data and like seeing it on the chart and kind of playing with it. So yeah, [inaudible 00:31:58] is what I’m excited about.

Josh Clemente (31:58):

Nice. Jhon.

Jhon (32:03):

Yeah, I’m also excited about having all these new features in the mobile application. I know that some customers are expecting the heart rate feature, so that’s great. And personally, today’s match day, soccer day, Columbia’s match is in the evening and I’m looking forward to it.

Josh Clemente (32:23):

Awesome, enjoy. Miz.

Miz (32:25):

I’ll hop on the bandwagon with all the app features, challenges, community, heart rate, zones. All these things. Really, really cool to see. And excited to see those come to fruition. On the personal side, a little bit discouraged by the coronavirus uptick. So, it’s rainy and gray here this weekend, so taking it easy and staying safe.

Josh Clemente (32:46):

Yeah. Dom has joined us once again. It’s awesome.

Dom (32:50):

Yeah. Excited to see all these new features in the Levels program. I think it’s going to really be a game changer for some of the research we’re planning to do. And I’m excited about a lot of opportunities, speaking opportunities from this last week and the week coming up, to mainstream academia. Had a two-hour lecture with the med students and we talked about CGM. I got some webinars coming up, three or four podcasts next week. Yesterday I talked to a guy from Men’s Health. And I think they may have talked to Casey too. And they’re doing a article on CGMs. So, I can see a lot of buzz coming out on CGMs and mainstream media too.

Josh Clemente (33:31):

Mm. Yeah, that’s exciting. Okay, over to Mike Haney.

Mike Haney (33:36):

I will echo Casey. I’m just very excited to get going and dive in. And I will probably be reaching out to a lot of you, a lot of the folks that I haven’t talked to yet, or even the folks I have talked to, to just learn more and get going and start talking about how we integrate content. And personally, I’m excited about the Kirsty Godso connection. I do a lot of her workouts on the Nike training app. So, that’s really cool to see a face I recognize using it.

Josh Clemente (34:00):

Nice. I’m excited about community stuff. So following along with the Wearable Challenge, cohort 4 has been great. This is by far the most engaged group we’ve had. And it seems like weight loss is on track. Even for the people who haven’t lost a ton of weight, they’re still enthusiastic, sharing a lot of information. And the wheels are turning on community. Community is going to be huge for us. One of our earliest customers, Dorothy Kilroy, she helped build community at Airbnb and she was amazing. The feedback she shared was great. And she said that she hasn’t seen another company with such opportunity and community since Airbnb. And I’m having a call with her this week. But overall, I just think both with the product features and with the nature of the product, we have a huge opportunity to bring like minds together and even people who have never thought about certain lifestyle factors that aren’t inside their philosophy. Bring them all together around a shared interest in bettering themselves daily with data. So, very excited for that. Huade, you want to jump in and share a few thoughts?

Huade (35:00):

Sure, yeah. This is the first time I’m meeting everyone. So excited about that. And first time I’m kind of seeing a deep dive into the Levels thing, and yeah, super exciting stuff. Personally, it’s fall, so temperatures are finally coming down and I’m excited to go outside, go climbing, so.

Josh Clemente (35:19):

Awesome, enjoy. Let’s see, Evan.

Evan (35:23):

I’m in Reno right now. This is my last week here. Monday I’m going to be back in Oakland. It’s going to be great. This city is cold. Leaves are overrated. Snow is shenanigans. I’m tired of it. Yes.

Josh Clemente (35:37):

Sounds like you need to go to San Diego and hang out with Mike Haney. Megha.

Megha (35:43):

I’ll echo what you said, Josh. Really excited about the opportunity for community. I think it sets up this like really cool intersection of word of mouth marketing and elevating the member experience and member education process. I’m also super, I think next week is huge. I think the fact that we’re going big with this PR release, we’re going to see a ton of traction. So, I’m really excited to see our brand out there, get this finalized brand video out there, which is so exciting. And also excited, we’ve been working on some food and activity comparison posts, just really getting more of our app data and app screenshots on our social feeds. And we hopefully scheduling all those to start going live next week. So I’m excited to see the reaction to that. Yeah, that’s about it.

Josh Clemente (36:28):

Nice. Tom.

Tom (36:31):

Yeah, I got to go plus one on the features, the app features and prototypes. They also correspond directly with the feedback we get from key partners like Equinox. So, it’s really exciting to be able to stay one step ahead of them and send them some of the ideas. And they’re very impressed with the direction of the app. And then personally, I got a piano this week, so I’m really excited about that. I have what I feel like is a really achievable goal, which is just to be totally mediocre at piano by the time I’m 40. So, I feel like I just need to put in 30 minutes a week and I’ll get there. So I’m really excited about that.

Josh Clemente (37:14):

Nice. Yeah, looking forward to hearing it. Hao.

Hao (37:18):

Yeah, I’m excited about our upcoming feature for internal referral. Yeah app, that’s really neat. And I think I will refer to some of my friends and families, even though they’re in Canada. So they can get their own device, but using our apps. And also I’m excited, all the ski resort are opening. We got a couple of opening [inaudible 00:37:44] this weekend. So I hope our little mountain on the island will coming up really soon.

Josh Clemente (37:51):

Hmm. Jealous. Can’t wait for my first snow day. Laurie.

Laurie (37:57):

Gosh, everything’s so exciting to hear about. The press release, I’m really looking forward to that. That million dollar mark is amazing. It’s just exciting every week to hear every one of you share so many wonderful things. And Friday mornings are very exciting. So, in general, it’s just seeing the growth and the potential and golly, the people that we’re connected to. I don’t know, it’s exciting all by itself. And I might have a date night this weekend. I’m kind of excited about that.

Josh Clemente (38:30):

Nice, enjoy.

Laurie (38:31):

It’s been a while. Thank you. Thank you.

Josh Clemente (38:33):

Sam, close us out.

Sam Corcos (38:35):

Yeah, on the personal side, I’m in Encinitas. And I’m in a house that has a puppy dog, which I’m very happy about. Don’t get to hang out with a lot of dogs. On the professional side, I’m most excited to echo what a lot of people said. Just the development velocity is crazy. These weekly updates feel like quarterly updates. The amount of things that we’re pushing on a weekly basis is pretty spectacular. So huge thumbs up and congratulations to the engineering team and the product team, getting those things shipped.

Josh Clemente (39:12):

Yeah, it’s incredible. Okay. We’re right at time, which is nice. So everybody go ahead and enjoy your Friday afternoons. Have a great weekend everybody. We’ll talk soon.