Arjun Malhotra(@BadCapitalVC):How are better-for-you brands & glp-1 drugs both having their moment? Indulgence has been rising as a value globally, but it's still the lowest-ranked value we hold. This gives both categories a market, so: a) better-for-you repackages indulgence as something virtuous and b) glp promises to handle the fallout

Arjun Malhotra

@BadCapitalVC

Investing in companies that don't make money @GoodCapitalVC

加入 February 2012

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Arjun Malhotra@BadCapitalVC

2026.08.12 11:04

How are better-for-you brands & glp-1 drugs both having their moment? Indulgence has been rising as a value globally, but it's still the lowest-ranked value we hold. This gives both categories a market, so: a) better-for-you repackages indulgence as something virtuous and b) glp promises to handle the fallout