I think the bitter lesson to learn here is: if you build an LLM-based product that sees adoption, the labs will copy you and win, because they are vertically integrated, and copying now takes much less resources.
Good luck, everyone.
$LULU seems like a buy here. 1.3b cash on hand, new CEO, new Cheungs collection seems hyped
Sitting at $209 now. I dont see why this doesnt push 250 and then up into the 300 range in 2026