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Building is actually more fun than talking about building.
- I think it is awesome that mr beast launched a book. We are in an era of hyper-aggressive gambling ads to teens. twitch is just softcore porn. And the largest, most influential YouTuber is using his 500 million person platform to launch a book. I pre ordered today. You shouldNews from the publishing industry
- Second brand to watch: Quit with Jones Nobody smokes anymore. I'm sure nicotine patch sales have fallen off a cliff. But a whole new cohort of nicotine addicts are trying to get off now- the 35 year old vaper and in the next 3-5 years we will see a massive cohort try to quitEverybody is copying the same 6 brands: Ridge, Hexclad, Gruns, Marsmen, im8 Great brands, but arent we tired of seeing the same case studies on how "this one little hack made gruns sell for a billion dollars!"? What if I told you there is a new brand out there doing it bigger
- The theory is this: There are two world class businesses left. Ads and data centers. Google, meta, Amazon, Microsoft each spit off tens of billions of free cash a quarter. They can use that free cash to build more data centers, selling more computer to the highest biddera surprise I think is coming the quick payback periods and extraordinarily high IRR for AI infrastructure, even at monumental scale, will push up cost of capital sufficient to push many traditional businesses into the abyss, even those without obvious direct AI counter-exposure
- Everybody is copying the same 6 brands: Ridge, Hexclad, Gruns, Marsmen, im8 Great brands, but arent we tired of seeing the same case studies on how "this one little hack made gruns sell for a billion dollars!"? What if I told you there is a new brand out there doing it bigger
