I want to invest in Carbone.

Someone please get me on the phone with Major Food Group :)

Day one of this new letter went well. I’m happy to see some new names on the subscriber list. Do you like this format? I think some letters will have longer essays or interview with founders or analyses, and the daily ones will have these news roundups. I have a decent understand of how people in my life read and take in news, but email me your thoughts.

• ThingTesting dropped their Best of ‘22 list. Newcomers to the list include Joggy (founded by Outdoor Voices founder, Ty Haney), Freestyle (diaper subscription service, I dig this interview with one of the founders who has a background in skating), and Experiment (I’ve never heard of them but their site is hot).

• Fast Company called Pax’s new vapes the “Nespresso of Getting High” which is a great headline. And you know what? I just might get one when I’m in LA next week.

• I feel like there is about to be a cruise renaissance with this new Bravo cruise (I was watching Watch What Happens Live last night and it was hosted from here) and the Goop cruise… I kind of want to go one.

• Victoria’s Secret is acquiring online retailer Adore Me. The acquisition happened yesterday, and “includes a $400 million upfront payment, is the second M&A deal Victoria’s Secret has made, after taking an $18 million minority stake in Frankie’s Bikinis in March. In a press statement, Victoria’s Secret CEO Martin Waters said Adore Me was an attractive acquisition target for its focus on technology.” Adore Me’s former CFO currently works at Parade (which was recently valued at $200M), and the CFO of Kardashian-founded SKIMS worked at Nike for 6 years. Next year should be fun for the category.