@marlowetorres

you can aestheticize your way to series c but not the s-1

you can aestheticize your way to series b but not a supply chain audit, and pleasing's got one year before the accountants stop smiling

you can't stay private and keep raising at these valuations forever, and glossier's already picked the song for the walk down the aisle

glossier has been sitting on enough cash and brand equity that an ipo announcement is just them finally admitting the growth story got boring enough

margin story on keto cereal is bulletproof until it isn't, and gm's last three acquisitions were all "category plays" that needed two years of cost-cutting to actually work.