Episode
Overlooked No More: How Smalls Is Building The Brand Cats Deserve
- Published
- Jun 4, 2026
- Duration seconds
- 1475
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Summary
Cats are 40% of the pet market, but are somehow still chronically overlooked. Every innovation goes to dogs first. Even your vet's office is built for dogs first. Matt Michaelson, cofounder and CEO of Smalls, and his team have built an incredible cat-first brand precisely because of that blind spot. In this episode, I sit down with Matt to break down: • Why the cat industry is structurally underinvested (which includes VCs simply saying "I don't really like cats") • What "human-grade" actually means for pet food — and the sustainability trade-offs nobody talks about • Ingredient splitting: the regulatory hack that lets pet brands disguise what's actually in the bag • "Wrestling in the mud": a feedback culture where every hire is expected to disagree • Founders Pledge, and why committing 5% early changes the giving conversation later Big thanks to Matt for coming on the pod and sharing the playbook behind Smalls. ⏱️ Chapter Markers: 00:00 — Why cats keep getting overlooked 01:05 — What is Smalls? Cat-first brand, human-grade nutrition 02:09 — What "human-grade" actually means (and the sustainability trade-off) 04:26 — Health impact: allergies, ingredient splitting, and the regulatory hack 06:31 — Why Matt chose cats: the market psychology nobody's pricing in 07:20 — Why every VC and pet brand defaults to dogs first 09:21 — From growth marketing to founder: building demand in a commoditized stack 11:48 — Emerging channels worth watching (and why DTC is just a channel, not a model) 13:17 — AI-native orgs: how the team uses AI without becoming a tech company 16:01 — Human-supervised AI teams and what entry-level jobs look like now 17:26 — "Wrestling in the mud": the air-grievances feedback culture 19:39 — Founders Pledge: committing 5% early changes the whole conversation…