"What 200 Calls Made Me Realize"

Issue #302

February 9th, 2026

Quick Hits:

💰 Ollie gets acquired by Agrolimen for a reported $600 miilion

🧘‍♀️ Dogtopia and YogaSix team up for "Paws and Poses"

🇨🇳 China pet food boom accelerates: premiumization, local brands, cold-chain surge

🇬🇧 PetQuip’s parent body collapses, reshaping UK exporters’ Interzoo playbook

🥂 MOVA raises Series A to build “digital twin” AI pet platform

💛 The annual Goldens in Golden event was just held in Golden, Colorado

Over the past year, Alex Chieng, Partner at Pawsible Ventures, has spoken with more than 200 pet companies across different stages, categories, and geographies.

That perspective matters. Not just because Pawsible launched a $10M fund and venture studio to build the next generation of animal wellness companies, but because when you step back from hundreds of conversations, patterns start to emerge. You see where founders are chasing noise, where capital keeps getting misallocated, and where the real opportunity is quietly forming.

So we asked Alex a simple question: What actually excites you right now?

Here’s what Alex is watching closely — and why it matters.

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