The Portfolio That Kills Your Vibe
Buffett owns a candy company and a railroad. You have his quote on your wall and an AI wrapper in your other tab.
·12 min read
Everything so far. Pick a thread or start anywhere.
Buffett owns a candy company and a railroad. You have his quote on your wall and an AI wrapper in your other tab.
Zyn Built a $16 Billion Business Out of a Loophole. Lucy Built a Brand Out of a Pharmacy Aisle.
Water. Fish. Oats. Nut butter. Bananas. Milk. The most exciting brands in consumer goods right now are selling the most boring products imaginable.
A $34 billion market held together by 60 year old protocol, consultants charging by the hour, and a lot of very patient operations managers.
Usage-based pricing was supposed to fix cost blowout. In practice, it means predict the future or get punished.
Inside the offshore staffing model, and what it actually costs on your side.
The best business in foodservice isn't food. It isn't distribution. It isn't even the restaurant. It's the business orbiting all three of them.
D2C brands running $5M a year on Shopify know their numbers better than B2B businesses processing $200M.
Self-service in B2B is almost never self service. It's a portal skin stretched over manual operations.
Five archetypes of disruption. Six defining traits of disruptor brands. Zero mention of what it means to disrupt.
The $5 billion industry built on ingredients your gut can't process. And why nobody's fixed it.
PepsiCo just paid $1.95 billion for fizzy water with fibre in it. The three way cage match between Coke, Pepsi, and a guy who blew $300K on his first failed soda brand. The gut is big business.