Tim Doyle

So, I mean...

with the weight category it's been evident for a long time that eventually this category would like kind of commoditize more and more and you would have to build a suite of services and products around that to manage someone's health in the context of them managing their weight so all of the downstream and upstream things that drive the success of their weight management you have to be able to serve those things but

You kind of have two paths to serving those things.

You either build the things out and then scale the things once you're comfortable that you have the, you know, the perfect business.

And actually, like, it's pretty funny because, like, I get a lot of, like, relatively poorly thought through criticism of the business model.

which is basically like people who, you know, spend their time analyzing businesses go, or a DTC business is inherently a bad business.

And like, that's true, right?

There are a lot of really bad DTC businesses and they're like, you need, you know, I've read seven powers or I listened to invest like the best or whatever.

And I like, you know, you have to have network effects or you have to have a cost advantage or you have to have, you know, these things.

And I'm like, well, yes, yes.

you know, in a, on a 10 year timeline, when we have the aspiration to be a hundred billion dollar business, at some point, we're going to have to make the transition from business to platform business of some type, but it'll be much easier to do that thing when we're doing a billion dollars of revenue.

So, so I guess like the point that I've like made roundabout in a roundabout way, there is we simplified and focused on scale, even while the academic questions of what type of business this would be in the longterm is,

were still there and remain there to this day, the simplicity and the focus allowed the scale.

And we knew that we would come back to the durability question.

Yeah, yeah, yeah.

Two weeks to the powers thing.

obviously your audience is like people who like to think about companies and

it's very, very easy to get what I would call like mag seven pilled, which is essentially like there are truly great companies, right?

Like truly generational companies that are incredible.

And it's easy to look at them and like, and kind of rationalize why they're incredible and look for patterns that are like those in smaller companies or emerging companies.