In case you missed it, catch up on Bullish Co-Founder and Managing Partner Michael Duda's conversation from last week's live episode of the Modern Retail podcast about the challenges startup brands are facing. Tune in below. modernretail.co/podcasts/moder…

Mad respect, Keegan Bradley...

This is one of the greatest answers on the US system’s secrets to success and great moments of financial interviews. I posted about it at the time and find myself think about this moment a lot. Really helps one understand the concept of money and finance and why it’s important!

Households earning between $50,000 and $100,000 are trading down, cutting back and feeling increasingly strapped, while high earners keep on spending. on.wsj.com/4g5SvDo

Ok this protein thing might be getting out of hand…

When a VC says they want to pre-empt your round and then asks you to come into a partner meeting and talk to a bunch of customers, they’re not actually asking to pre-empt; they’re asking you to run a fundraising process with one potential bidder.

🍊🏈

The Giants bring me more pain than anything else in my life.

ChatGPT is now 20% of Walmart's referral traffic. Referral might be just 5% of total traffic, but GEO is rapidly becoming more important. "modernretail.co/technology/cha…

Say what you want about the Giants, but no other team has had as much fanfare over its third quarterback over the past three years. 🤷

Brands are under the gun to (keep) earning their consumer.

Love this.

Bullish Co-Founder and Managing Partner Michael Duda will be kicking off Consumer VC Live with Mike Gelb in Austin next week. We're looking forward to it.

.Michael Duda, Managing Partner of Bullish, on e-commerce lessons: "A lot of businesses have learned it's like we have to have more of a full funnel approach. The consumer isn't spending all her time on Google and Facebook. She's out." Watch the full episode:

This is great marketing for Trader Joe’s. Rare time when legal costs double as a brand campaign on quality.

This is awesome. AG1 sponsoring student scientists is SO SMART, I love this!

Love companies who are actively taking on P&G brands.

There have been 1,603 NFL games where a team was up by 18 points with six minutes left. And our NY Giants just became the only team to ever lose with such a lead.