Currier: Feastables brand will take years and hundreds of millions to build
James Currier · From making $6/week selling worms to making $110M+ · Apr 15, 2025 · at 30:16
James Currier analyzes MrBeast's chocolate company, Feastables, and the difficulty of establishing enduring brand defensibility.
0:00 / 0:09exact quote · 10.0s
▶ Watch the full episode on YouTube → 720p mp4 · rendered on demand · StarZero watermark
“And he might end up building a brand around that chocolate. Right. But it'll take years, and it'll take hundreds of millions of dollars, and it's not clear that it'll happen.”
quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →
More from James Currier
Currier: Nvidia and big LLM training companies will eventually go to zero
“So both Nvidia and all of these giant LM companies who are spending all this money on training are going to go to zero eventually.”
Currier: MrBeast relies on weak scale effect and is vulnerable like BuzzFeed
“That's a scale effect. And it's a very weak one. Yeah, no, he's very vulnerable. Just like Buzzfeed was very vulnerable and wasn't going to go anywhere.”
Currier: Unlimited AI processing will run on phone CPUs within four years
“AI is going to be like water. You're going to get free unlimited AI processing on your CPU. On your phone within three to four years. There's no doubt it's going to free”
Currier: Sell Nvidia, buy Google and Microsoft for their distribution
“Oh, I mean, opinion is that I would sell. Yeah. NVIDIA compared to long-term, I would still be a Google and a Microsoft buyer because of the distribution.”
Currier: Zuckerberg's virtual world is still behind 2003 Second Life tech
“What Zuckerberg is trying to do right now with his virtual world is still behind what Corey Andreka and Philip were able to do with the technology in 2003 and four.”
Currier: Speed is the single biggest determinant of founder success
“So the number one thing that it rolls up into is speed. So you could lay out 16 characteristics that you're looking for, but all of those lead to one thing, which is speed. And so if we measure speed when we're meeting with the founders, that's the main thing …”