Morning Brew ☕️
Hypebeasts are literally paying in blood to have the latest and most exclusive streetwear.

'Drop For Drop' is a collab between The American Red Cross and creative agency MONO in an effort to increase blood donations https://t.co/nvlsLF0pEH
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Alex Brogan
What’s the best health-related book you’ve ever read?
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Meb Faber
Investing quote of the day: https://t.co/FgUcfBEd6A
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Morning Brew ☕️
How employers feel giving out pizza parties instead of a respectable raise

https://t.co/oK4tunjEOx
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Special Situations 🌐 Research Newsletter (Jay)
Four types of company moats:
Brands: $DIS $SBUX $RACE
High switching costs: $ADBE $ADP $MSFT
Network effects: $GOOG $META $ABNB
Cost advantages: $COST $WMT https://t.co/XqROKijUFO
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Mostly Borrowed Ideas
I don't expect TikTok to be permanently banned in the US, but UGC eventually attracts regulatory scrutiny because of the cesspool a faction of users create. TikTok or any UGC based apps real test happen when velocity slows. This is NOT the kind of business a "sandwich" can run. https://t.co/ViX9dnd3Bq
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Bread Crumbs Research
Given what’s going on in stonk-land I don’t think we have reached the bottom
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Morning Brew ☕️
This startup claims it can make bank from advertising on the side of trucks. Think it'll work? (ft. @businessbarista) https://t.co/8G0mRowWC0
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Morning Brew ☕️
According to a recent Yale study, 14% of people who use insulin in the US spend at least 40% of their income after food and housing on the medicine.
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Paras Chopra
What a fantastic description of the importance of used-book stores! https://t.co/uUKNiYsnfh
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Paras Chopra
Consider this: tech projects can now be built by pseudonymous, remote teams where nobody has seen anyone else and all interactions are via text/email.

In this world, what prevents an AI to pose as a human boss and actually have humans do stuff for it in the offline world?
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