Quentin Cantu
@QuentinCantu
Brand is no longer a moat in consumer. Anyone can spin up a brand. Only 2 moats remain. The first is distribution, which has always been a moat. The second is actually biotech, which will gradually & then suddenly permeate the entire consumer ecosystem
3 developments that, when taken as a whole, will not end well: 1. Boomers becoming cell phone addicts 2. Boomers becoming "traders" 3. Boomers thinking that LLMs are helping them unearth alpha, unaware that LLMs are sycophants
I used to do keto/carnivore cycles but life is just so much better with fresh baked sourdough bread on every meal I bet if you were to survey the happiness of those who ate bread like this vs those who did not, the difference would be statistically significant
Business is so interesting. People can get incredibly lucky and then construct this narrative around their skill/expertise, when in reality they are just being fooled by randomness
Correct, CPG sucks x.com/bryan_johnson/…
Blueprint has been a pain in my ass. It's kept me from not focusing on the single thing I’m consumed with: how does the human race survive the rise of super intelligence. Every minute spent dealing with problems like ‘why a supplier shipped us something out-of-spec’ (now…
the more you use LLM's the easier it becomes to spot LLM-generated content I'm sorry but there is no way you're writing that newsletter that delivers a deep dive with bolded font and bulleted lists 7 days a week, yourself
Biotech has the ability to open up markets & categories in consumer that previously did not exist. It also combines the best of both worlds: a short sales cycle (consumer) with IP defensibility (biotech)
An exercise mimetic that simulates the effects of a fasted morning workout would be a blockbuster
Addressing the fertility collapse requires ideas far beyond the current Overton window if we hope to solve it. A $5,000 check here and an expanded-IVF-coverage there might make improvements at the margin, but will get us nowhere near replacement rate
Value of an MBA continues to trend downward x.com/nicochristie/s…
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“Exploring is delightful to look forward to and back upon, but it is not comfortable at the time, unless it be of such an easy nature as not to deserve the name.” -Samuel Butler, Erewhon
Being a dad is such an honor. For example it is an honor to have to listen to Twinkle Twinkle Little Star on repeat for all 3 hours of your 3 hour road trip
This is a good book in light of all the attention that Nucleus, Orchid, et al are getting. Highly recommend as a starting point for those interested in PGT
Mamdani’s election is further evidence that coastal elites are wholly unprepared for what’s coming. Voting for something as simple-minded as state-owned grocery stores when there is this incredibly destabilizing technological force on the horizon
Mira Murati raised a $2B seed without a product and Google bought DeepMind for $500M Surprised people don’t talk about this more Google essentially bought AGI for pennies on the dollar