David

“RX bars were like really bad on, on plasticizers. So microplastics and RX bars predominantly an agricultural product. It's dates, almonds, eggs. David scores like is super clean. It doesn't have any plasticizers, heavy metals, and that's because of its process…”

“And in general, for processed foods and broadly, the value of a processed food should be measured by calories coming from protein.”

“And then with David, he's raised eighty-five million dollars from Green Oaks, Peter Atiyah, Andrew Huberman, and in their first year alone, they're gonna do a hundred million dollars in revenue.”

“So David's TAM, I think was one point, like one to 1.5 billion.”

“Yeah, it was investing through skin in the game.”

“Six 50, pre.”

“Yeah. So that would be like the underwriting for like worst case scenario, sort of like, if they don't really do what they're saying they're going to do, this would be a minimum 1,000,000,005, something like that.”

“The difference is Mars has done it through M&A. We'll do it through creation.”