What is up everyone? Happy Thursday. This is Alex Lieberman, co-founder and CEO of Morning Brew,

coming to you with another episode of the Founders Journal. My Daily Diary, where I break down the biggest moments in my day behind the scenes at Morning Brew.

As always, I'm joined by the Human Swiss Army Knife, the amazing producer and partner in the show,

Josh Kaplan, Josh asks the good questions he pushes the conversation forward and most importantly he tells me when to shut up and it's always awesome to have him in these conversations

today we're going to be talking about strategy, but specifically using a company as a case study to do a tear down of their strategy.

This is going to be part masterclass, part workshop because I think

strategy is always an evolving mechanism and so I hope you enjoy the show and I'll see you

on the other side.

I don't think we've done this before.

This is a new type of episode.

I don't think so and I'd like to start doing it more because I actually think selfishly.

It'll force me to think more clearly. I think any time you have a company put in front of you or you have a 10K put in front of you anytime you're given some sort of like content and said okay you have a blank slate

assess whether this company is going to be successful forces just I think such

elevated and critical thinking.

So yeah, we should start doing this more.

I'm in and I think it's a great company to start off with

because I think a lot of people don't know about this company.

They're very close to us as far as sending emails. So it's

far enough away but close enough to still be super relevant from the morning group

perspective. That company is sub-stack. It is sub-stack. You, I mean, you introduced it perfectly.

It's very much in our world. It is a company that has been pretty high profile for the last year or so as they've raised a decent amount of capital

from some of the biggest investors in the world. So for those of you that have never heard of

...