The lu albmh brands have two aspects which may sound contradictory. They are timeless, but also the utmost lovel of modernity. The tiffany acquisition is so interesting because there's only so many brands you can buy at that level. And they're like every brand within their portfolio probably has a power law where they just nailed one or two things to carry them into the future.
Timestamps:
- 00:00:00 - Intro, Vitalik & Saylor beef
- 00:02:30 - Tiffany Punks
- 00:11:30 - LVMH & who is Alexandre Arnault?
- 00:14:25 - Star Brands, Timeless & Modernity
- 00:24:15 - How brands stay relevant
- 00:30:20 - Luxury Marketing Breakdown
- 00:42:35 - "It Ain't Ralph Tho"
- 00:44:02 - Birkin Bag Breakdown
- 00:46:30 - Bored Apes Off-White of NFTs?
- 00:50:22 - Birkin Bag Supply vs Punks?
- 00:53:10 - Whitelists & Scarcity
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