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Company mentioned on podcasts

Starbucks

Mentioned on 10 episodes by 2 guests across our covered podcasts.

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Who mentioned it

  • Andrew reduced a 10% Starbucks position after recognizing insufficient conviction, reallocating half into Alphabet
  • Fixed-asset utilization economics — identical to why McDonald's and Starbucks still use delivery marketplaces despite having 1P channels — mean AV operators will prioritize Uber's demand volume.
    Mentioned on: 20VC (20 Minute VC)
Starbucks — Company mentioned on podcasts | SignalCast