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🦣 “Mam & Eggs” — Vow’s lab-grown mammoth. Lululemon’s bad bet. Elon’s anti-AI letter.

The Best One Yet

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The Wrong Bet on Your Fit

Yeti's Lulu Lemon acquired Mirror back in June of 2020 for $500 million dollars. Back then, Dick's Sporting Goods was out at dumbbells and Amazon had a shortage of squat racks. Instead of betting on at-home fitness, Lulu Lemon should have bet on gyms. In fact, out of home fitness in gyms are now exceeding their pre-pandemic levels.

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