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S3 E12: Stripe’s Falling Valuation / The Allbirds Pivot / The World’s Most Accessible Superhero

Limited Supply

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Pret: The Best Coffee Delivery Service in the World

Grocery companies are in this single digit margins It is a really competitive cutthroat business. I don't find that to be a very compelling, you know, Pret in New York City. They're like blood of the gym model or the planet fitness model.

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