MIAMI · T-minus 22 weeks
We ordered too many cabanas.
Fontainebleau confirmed cabana inventory is up 40% year over year. This is either bullish for our category or a distinct cry for help. Both can be true.
Short notes from the field. No hot takes disguised as thought leadership.
Fontainebleau confirmed cabana inventory is up 40% year over year. This is either bullish for our category or a distinct cry for help. Both can be true.
It is a stress test. If you can hold a real conversation over the queue at Miguel Castro e Silva, you're ready for anything a panel throws at you.
Three POSSIBLE talks last year were rebadged Series B decks. Two closed. One founder now runs a podcast. The market is efficient in weird ways.