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What Are People Not Talking About Right Now?
We're probably doing more consumer investing than just about anybody who's not a pure consumer fund. Right now, i just have been meeting great people who have really interestin consumer folk. And that's everything from like transactionl and subscription services to just pure attention orientadaps cole. What are people not talking about right now, but they should be? We've were seeing some cracks in some late stage portfolio companies,. I don't think anybody, at least i know, is talking about, what's the scale of this?