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We Are Just Getting Started
Consumer is having its moment.
Dec 17
•
Brian Sugar
19
2
Do Not Go Quietly
What the Netflix-Paramount battle for Warner Bros. teaches founders about persistence, conviction, and finishing what you started.
Dec 10
•
Brian Sugar
13
1
The Golden Age of Consumer Investing
Big Food will spend the next decade buying what it can't build.
Dec 6
•
Brian Sugar
9
1
1
The War for Where You Start
Holiday 2025 revealed the real battle. It's not about shopping. It's about who owns the first question.
Dec 3
•
Brian Sugar
2
Big Food's Tobacco Moment
San Francisco's lawsuit against Big Food isn't about nutrition. It's about exposing an industry that stopped making food decades ago.
Dec 3
•
Brian Sugar
22
2
The First Trillion-Dollar Holiday. Not One Dollar Given Lightly.
Two Americas went shopping. One celebrated. One calculated.
Dec 1
•
Brian Sugar
14
1
2
November 2025
A Thanksgiving Letter to the Builders
Most early stage investors have never built anything. I'm grateful I did.
Nov 26
•
Brian Sugar
26
4
1
I Am Going To Say It Out Loud
Every AI shopping startup has the same beautiful problem
Nov 19
•
Brian Sugar
46
4
4
The Solo GP Illusion
Why the best seed investors still hunt in packs
Nov 19
•
Brian Sugar
3
The GLP-1 Generation
When chemistry rewrites desire and AI rewrites work, everything changes.
Nov 12
•
Brian Sugar
21
3
4
Ghost-Lit by Venture
Make a promise you can keep, then blow past it
Nov 5
•
Brian Sugar
22
1
We're All Mickey Drexler Now
When algorithms read reviews, quality finally wins.
Nov 3
•
Brian Sugar
27
5
2
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