#24 - Unicorn Signals, Alternative Milk & Movie Incubators

Okay, we're good to go. Million dollar brainstorm. Okay. So right off the bat, three things that are follow ups. The first. Cloud kitchen thing. We talked about it. You called it. It was reported Travis Kalnik raised four hundred million dollars from Saudi from the Saudis, which was pretty controversial regardless. It's still interesting. It's happening.

And I would say that this is not one where I would shy away all of a sudden and be like, Oh Because Travis Atlanta just raised four hundred million, the opportunity is sort of gone because cloud kitchens are very brick and mortar, go city to city and make this happen. You could do one in Tampa, Florida, and you could do one in in London. You could do one wherever and No, I wouldn't even go to the point of saying, Oh, it's tapped out. What no, I would say like It's like well if Chick fil A exists, can McDonald's not exist? Amongst Gen Z, I I said this last time, eating out is the thing they spend most of their money on. Yeah, there's a great chart that shows like wallet share or dollar share. Over time and how takeout and delivery is just basically going up and up and up and it's people are spending more money eating outside the home, like re eating from restaurants rather than cooking.

But the majority of that's coming from delivery, which is kinda like no surprise. Yeah. It's actually I think more cost effects. Like it's everyone says like to save money cook at home. I think I probably save more money eating out. I don't know about that. All right, that's one follow up. So cloud kitchens, yes, a thing. What else you got. One follow up. I talked about the conference I went to. I wrote about that in the trends group and it got like two hundred replies in a few hours. Did you happen to see that? No, I didn't see that. What did you say and then why was there? I said two things that shocked me that had happened over the past couple weeks. The first was I went to this fancy conference metal ton of people. The most attended session was one about like depression and anxiety and how shocked I was that some people who were there were billionaires and the and I'm like, Man, these people should have their shit together and they don't. And that was kind of depressing but cool. And the second thing was

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