

E026: Consumer Takeovers, AI VS VC, Zuck's Digital & Physical Infusion, Q4, Alo IPO & More
Oct 18, 2023
Chefs and culinary experts discuss impending consumer takeovers, the impact of AI on VC and SAAS, Zuck's merging of physical and digital worlds, chefs as rock stars, Q4 preparations, unused credit line and positive balance sheet, Alo IPO, and compressed consumer behavior from Black Friday to Christmas.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 2min
Bankruptcy of Smile Direct Club and the Possibility of Take Privates
01:38 • 3min
Observations on Consumer Businesses, Disdain for VC and SaaS, and the Satisfaction of Making Things People Enjoy
05:05 • 5min
Love for the Consumer Industry and Meta's New AR VR Headset
09:39 • 8min
Preparing for Q4 and the Importance of Thought Leadership
17:24 • 3min
Financial Strategy and Managing Credit
20:39 • 5min
Discussing IPO plans and sponsors
25:52 • 4min
The Rise of Birkenstock and Aloe
29:39 • 10min