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All-In with Chamath, Jason, Sacks & Friedberg

Markets turn Trump, Long rates spike, Election home stretch, Influencer mania, Saving Starbucks

5397.175 - 5414.54 Jason Calacanis

No, the difference is, though, that Apple has not had the competitive pressure that Starbucks has, because Starbucks competes on a level playing field with the Dunkin' Donuts of the world or the Pete's Coffees of the world, but they compete in a completely orthogonal plane with GLP-1s. And I think that is not something that Apple deals with.

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