The Team Is The Tell

Show me your exec team. I'll tell you everything I need to know about you as a founder.

Apr 1 • Brian Sugar

23

2

March 2026

Zhuzh (zh-uhzh)

No. 98 | It's not about checking the box. It's about what's in the box.

Mar 25 • Brian Sugar

20

1

The Buyer Is Already in the Room

No. 97 | The conditions for the greatest CPG acquisition cycle in a generation are already set. The only question is whether you built something worth…

Mar 18 • Brian Sugar

21

4

3

Ozempic Was the Amuse-Bouche

No. 96 | GLP-1 normalized injectable health optimization for 25 million Americans. The gray market proved peptide demand at scale. The infrastructure is…

Mar 11 • Brian Sugar

22

1

What Should Our Kids Study in the Age of AI?

No. 95 | In the age of AI, the most valuable education might be the most human one.

Mar 4 • Brian Sugar

34

9

4

February 2026

Dear Coffee Lovers, You Deserve Better Than a Monster.

No. 95 | Why we invested in Esspo, and why this is the drink the afternoon has always needed.

Feb 25 • Brian Sugar

35

Point It Downhill

No. 94 | Caution keeps you safe. Commitment makes you great.

Feb 18 • Brian Sugar

37

1

Sugar Capital 3rd Annual Aspen Party

A few words from Brian...

Feb 17 • Brian Sugar

1

Well Done SF, Well Done

No. 93 | Super Bowl LX and a love letter to the city that never left.

Feb 11 • Brian Sugar

33

1

2

Loose Lips Still Sink Ships

The best founders and investors let the work do the talking.

Feb 4 • Brian Sugar

22

1

3

January 2026

The Peanut Butter Problem

The discipline to stay boring

Jan 28 • Brian Sugar

18

3

2

Why We Doubled Down on Ultra

We chased our way in once. Then he let us back in for super pro-rata.

Jan 21 • Brian Sugar

11