All-In with Chamath, Jason, Sacks & Friedberg
Markets turn Trump, Long rates spike, Election home stretch, Influencer mania, Saving Starbucks
Jason Calacanis
Five years. But what does this show? This shows sugar versus anti-sugar. And anti-sugar is winning. Say it differently. GLP-1s versus things that cause you to need GLP-1s. GLP-1s are winning. I think this existential issue for Starbucks is about resetting to a much smaller footprint and a different product portfolio that tries to see where the puck is going.
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