The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 10 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 1 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Puri predicts MrBeast will sell Feastables at a $6 billion valuation
“I would bet that he's going to sell that chocolate brand for Six billion dollars. That's my guess. I think that's what's gonna, I think if we fast forward the news three years from now you know, Mr. B sells the majority stake or in the chocolate business for a…”
Currier: Feastables brand will take years and hundreds of millions to build
“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.”
Giffon: Feastables Has Little Enduring Enterprise Value Without MrBeast
“Feastables is going to have a way harder time without Mr. Beast than, you know if he built a bank, right? If the bank had hundreds of thousands of customers or whatever, Ostensibly he could go away from that and might make the business grow slow or whatever, b…”
Giffon: Creator Brands Like Chocolate and Supplements Are Fundamentally Bad Businesses
“I think it's a testament to how valuable audiences are that all the most valuable businesses that have been created are like the worst businesses. Chocolate bars, supplements merch, that kind of stuff. Like these are really bad businesses.”
Puri: Feastables will do hundreds of millions in sales in 2024
“Going to do hundreds of millions in chocolate sales this year”
MrBeast Is a Singular Talent Who Cannot Be Replicated
“Mr. Beast is, in my opinion, singular. Like, it's, he's not, you can't, there's not going to be more of him, but you can look at some of the stuff he's doing with, oh, Feastables is interesting”
Shaan Puri passed on Feastables' Series A at a $40M valuation
“Three years ago when we did the first version of this event, Jimmy, AKA Mr. Beast had launched his chocolate brand feastables. And it was like, okay, selling chocolate to little kids. I had the opportunity to invest. I think I had a forty million dollar valuat…”
Most Creators Launching CPG Brands Will Fail and Wash Out
“I think that people looked at Feastables, they looked at Prime, and they looked at Skims, and they're like, creator brand. And every creator's like, I need to do a creator brand. And every, like, former dropshipper's like, I just need a creator, and then we wi…”