Thank you for the moving reflection. The story of the high school student and your call to protect global scientific talent was powerful and timely.
As you return to your usual topics, I’d love to hear your take on M Stand, Manner Coffee, Luckin, and Starbucks in China—how they compare in model, momentum, and market positioning. Your lens would be much appreciated.
I would like to hear about your proposed coffee and tea research.
I have a theory that if coffee supplies crash in the United States, the education system with subsequently collapse. Teachers seem to be able to survive while underfunded. But they don’t seem to be able to survive without coffee.
Trump now stops funding for Harvard.
https://www.reuters.com/world/us/after-harvard-rejects-trump-demands-columbia-still-talks-over-federal-funding-2025-04-15/
Yes and Columbia folded. What losers.
Oh boy I have seen that. So sad. I actually think Columbia is a great place.
I would certainly be interested in reading your insights into coffee and tea chains in China.
Thank you for the moving reflection. The story of the high school student and your call to protect global scientific talent was powerful and timely.
As you return to your usual topics, I’d love to hear your take on M Stand, Manner Coffee, Luckin, and Starbucks in China—how they compare in model, momentum, and market positioning. Your lens would be much appreciated.
I would like to hear about your proposed coffee and tea research.
I have a theory that if coffee supplies crash in the United States, the education system with subsequently collapse. Teachers seem to be able to survive while underfunded. But they don’t seem to be able to survive without coffee.