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Episode 46: Blue Bottle Coffee
Acquired
The Un-Cram-Inable Business Models of Coffee
Some things are un-cram-inable into these business models that are massive and look super shiny from an investment perspective. I think coffee may be one of them. Like Starbucks is killing it, but like Southwest doesn't want to exist in a travel aggregator. Maybe it's just the nature of the coffee market or tied to this physical nature of these businesses. But you can't do the same with coffee as it exists today.
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