It's Time to Admit Alcohol Is Paying ALOT of Attention
Beverage does not need to replace alcohol to matter. It only needs to capture one occasion per week. When ritual shifts, categories follow.
First Principles · February 24, 2026
Your Marketing Isn't Broken. The System Is. Here's Why
Cannabis marketing doesn't create value, it distributes it. If you doubled spend tomorrow, would returns scale or just expose what's broken?
First Principles · February 5, 2026
There Is No Playbook for New York Cannabis
Jaunty's hockey stick in New York was never luck. New York punished assumptions fast, and what looks like momentum now is really accumulated lessons.
First Principles · January 19, 2026
Before Target and DoorDash, Edible Arrangements
Edibles.com quietly built one of the most intriguing cannabinoid access platforms in the country. Consumers can now shop by experience, not just by brand.
First Principles · November 12, 2025
Meet Singular: The Tightrope of Product Innovation
Product innovation in cannabis is a tightrope. The second-order effects — simplified SKUs, streamlined operations — are what quietly change everything.
First Principles · October 31, 2025
Vertical Integration Isn't Strategy — It's a Trap
Cannabis runs six or seven businesses at once, in multiple states, every supply chain locked to one state. Most of it is solved next door.
First Principles · September 22, 2025
Beyond THC%: Unlocking Cannabis' True Language with Sensory Science
Nobody buys wine by ABV. THC% is pushing cannabis toward commodity, and sensory science backed by data is the missing lexicon.
First Principles · September 5, 2025