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            PLUS: The latest battlefront in the cloud wars.
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                  September 18, 2020
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                  TOGETHER WITH
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                  <p style="font-size: 16px; line-height: 20px; margin: 0px; padding-bottom: 10px;">
                   Just when you thought the TikTok story couldn’t get any crazier, the firm has reportedly approached former Instagram founder Kevin Systrom to be its CEO. A quick refresher: Systrom left Facebook after the Zuck started stripping Instagram of its independence.
                  </p>
                  <p style="font-size: 16px; line-height: 20px; margin: 0px; padding-bottom: 10px;">
                   In other words, if this goes down...it would be the greatest comeback since John Travolta re-launched his career with
                   <em>
                    Pulp Fiction
                   </em>
                   .
                  </p>
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              <td style="color: #D62829; font-size: 16px; font-weight: bold; letter-spacing: 1.5px; padding: 0px 0px 10px; text-transform: uppercase;">
               Chance of Crocs
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                <img alt="" src="https://inboxflows.com/_/image/https%253A%252F%252Fthdaily.s3-us-west-1.amazonaws.com%252Fgif_20200918011721.gif/?inbox_flows_img_sig=eyJwYXRoIjoiaHR0cHMlM0ElMkYlMkZ0aGRhaWx5LnMzLSJ9:1kXMMs:IYpnC19eqnpwHz5yecRTHkwZeJEkcQgIxvUeXvwTFrU" style="height: auto; width: 100%;"/>
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               <h2 style="font-size: 22px; font-weight: bold; line-height: 26px; margin: 10px 0px 5px;">
                The Weather Channel is going all in on shopping
               </h2>
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               <p style="font-size: 15px; line-height: 140%; margin: 5px 0px 10px;">
                Do snow flurries make you inexplicably hangry for truffle fries? The Weather Channel probably knows.
               </p>
               <p style="font-size: 15px; line-height: 140%; margin: 5px 0px 10px;">
                The app, which has ~
                <a style="-webkit-text-fill-color: #d62829; color: #d62829; text-decoration: none;">
                 45m monthly users
                </a>
                , is fresh off a lawsuit with the city of Los Angeles for secretly selling location data to advertisers.
                <a style="-webkit-text-fill-color: #d62829; color: #d62829; text-decoration: none;">
                 The main consequence
                </a>
                : the Weather Channel now has to disclose that your data is going to a 3rd party.
               </p>
               <p style="font-size: 15px; line-height: 140%; margin: 5px 0px 10px;">
                But now the Weather Channel app is
                <a style="-webkit-text-fill-color: #d62829; color: #d62829; text-decoration: none;">
                 changing how it’s tracking you
                </a>
                . Instead of following people with tracking cookies, it’s trying to learn how the weather shapes shopping habits.
               </p>
               <h4 style="font-size: 17px; height: 100%; letter-spacing: 0px; line-height: 22px; margin: 0px; padding-top: 8px;">
                <strong>
                 Get ready for weather-based ads
                </strong>
               </h4>
               <p style="font-size: 15px; line-height: 140%; margin: 5px 0px 10px;">
                The Weather Channel can micro-target how small weather changes impact what a population buys in the aggregate, then sell that info to marketers.
               </p>
               <p style="font-size: 15px; line-height: 140%; margin: 5px 0px 10px;">
                Let’s say the channel learns that rainy weather is the No. 1 driver of Balenciaga Crocs sales.
               </p>
               <p style="font-size: 15px; line-height: 140%; margin: 5px 0px 10px;">
                Crocs would love to know about it. So when a certain region gets a forecast for rain, Crocs could do a location-based marketing blitz.
               </p>
               <p style="font-size: 15px; line-height: 140%; margin: 5px 0px 10px;">
                Some of the Weather Channel’s
                <a style="-webkit-text-fill-color: #d62829; color: #d62829; text-decoration: none;">
                 early findings
                </a>
                :
               </p>
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                <li style="font-size: 15px; line-height: 140%; margin: 0 0 0 15px; padding: 0px;">
                 Sales of baking chocolate in states like Kansas and Missouri jumped
                 <strong>
                  62%
                 </strong>
                 during a rainy forecast.
                </li>
                <li style="font-size: 15px; line-height: 140%; margin: 0 0 0 15px; padding: 0px;">
                 Wine sales went up
                 <strong>
                  25%
                 </strong>
                 in Michigan and Illinois when clear weather hit.
                </li>
               </ul>
               <h4 style="font-size: 17px; height: 100%; letter-spacing: 0px; line-height: 22px; margin: 0px; padding-top: 8px;">
                <strong>
                 Weather apps are a data-collection mess
                </strong>
               </h4>
               <p style="font-size: 15px; line-height: 140%; margin: 5px 0px 10px;">
                Some of them are pretty careful with personal data. Dark Sky, which Apple recently
                <a style="-webkit-text-fill-color: #d62829; color: #d62829; text-decoration: none;">
                 acquired
                </a>
                , has said that it will never share location data to 3rd parties or data monetization companies.
               </p>
               <p style="font-size: 15px; line-height: 140%; margin: 5px 0px 10px;">
                But most other apps
                <a style="-webkit-text-fill-color: #d62829; color: #d62829; text-decoration: none;">
                 aren’t
                </a>
                . Accuweather, for instance, has been known to sell location data even when the app isn’t active.
               </p>
               <p style="font-size: 15px; line-height: 140%; margin: 5px 0px 10px;">
                The Weather Channel’s pivot is one way forward. Instead of tracking individuals, now the app can look at spending patterns
                <em>
                 across a population
                </em>
                .
               </p>
               <p style="font-size: 15px; line-height: 140%; margin: 5px 0px 10px;">
                Is that better for privacy? Maybe slightly. But next time it thunders, brace yourself for an onslaught of Crocs ads.
               </p>
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            Snippets
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             <li style="font-size: 15px; line-height: 140%; margin: 0 0 0 15px; padding: 0px;">
              <strong>
               Chuck E. Cheese
              </strong>
              has
              <a style="color: #d62829; text-decoration: none;">
               filed a motion
              </a>
              in bankruptcy court to destroy 7B prize tickets. It will cost them $2m -- far less than the $9m they’d lose if the public redeemed them for prizes.
             </li>
             <li style="font-size: 15px; line-height: 140%; margin: 0 0 0 15px; padding: 0px;">
              <strong>
               Win this in-development reality TV show,
              </strong>
              and you could get a
              <a style="color: #d62829; text-decoration: none;">
               free trip
              </a>
              to the International Space Station in 2023.
             </li>
             <li style="font-size: 15px; line-height: 140%; margin: 0 0 0 15px; padding: 0px;">
              <strong>
               Getting customers to pay airlines
              </strong>
              for a “
              <a style="color: #d62829; text-decoration: none;">
               flight to nowhere
              </a>
              ”? It’s a big business right now.
             </li>
             <li style="font-size: 15px; line-height: 140%; margin: 0 0 0 15px; padding: 0px;">
              <strong>
               Tonal, a fitness startup backed by Steph Curry,
              </strong>
              raised $110m as digital fitness continues its recent tear.
             </li>
             <li style="font-size: 15px; line-height: 140%; margin: 0 0 0 15px; padding: 0px;">
              <strong>
               The footwear brand Keen
              </strong>
              just set up 3
              <a style="color: #d62829; text-decoration: none;">
               face mask vending machines
              </a>
              across the West Coast. It might herald many more to come.
             </li>
             <li style="font-size: 15px; line-height: 140%; margin: 0 0 0 15px; padding: 0px;">
              <strong>
               BONUS: Tim Ferris
              </strong>
              (who is an investor in
              <em>
               The Hustle
              </em>
              ) just recorded his “most important podcast
              <a style="color: #d62829; text-decoration: none;">
               episode
              </a>
              ” to date, chronicling his healing journey from childhood abuse. 🙏
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              <td style="color: #D62829; font-size: 16px; font-weight: bold; letter-spacing: 1.5px; padding: 0px 0px 10px; text-transform: uppercase;">
               Cloud Wars
              </td>
             </tr>
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              <td style="padding: 0 0 6px;">
               <a style="color: #d62829; text-decoration: none;">
                <img alt="" src="https://inboxflows.com/_/image/https%253A%252F%252Fthdaily.s3-us-west-1.amazonaws.com%252Famazon_20200918012143.png/?inbox_flows_img_sig=eyJwYXRoIjoiaHR0cHMlM0ElMkYlMkZ0aGRhaWx5LnMzLSJ9:1kXMMs:IYpnC19eqnpwHz5yecRTHkwZeJEkcQgIxvUeXvwTFrU" style="height: auto; width: 100%;"/>
               </a>
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              <td>
               <h2 style="font-size: 22px; font-weight: bold; line-height: 26px; margin: 10px 0px 5px;">
                To win the cloud, Amazon and Microsoft are giving startups free sales support
               </h2>
              </td>
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              <td class="h2020 ignore-defaults" style="padding: 5px 0px 0px;">
               <p style="font-size: 15px; line-height: 140%; margin: 5px 0px 10px;">
                Here's an amazing cloud computing stat.
               </p>
               <p style="font-size: 15px; line-height: 140%; margin: 5px 0px 10px;">
                According to investor
                <a style="-webkit-text-fill-color: #d62829; color: #d62829; text-decoration: none;">
                 Jon Sakoda
                </a>
                , Amazon Web Services (AWS) would be worth ~$2-4T as a standalone business if it was valued at the same multiple as other public cloud firms.
               </p>
               <p style="font-size: 15px; line-height: 140%; margin: 5px 0px 10px;">
                As presently constituted, $AMZN is worth $1.5T.
               </p>
               <p style="font-size: 15px; line-height: 140%; margin: 5px 0px 10px;">
                The cloud prize is huge and Big Tech has a new way to go after it.
               </p>
               <h4 style="font-size: 17px; height: 100%; letter-spacing: 0px; line-height: 22px; margin: 0px; padding-top: 8px;">
                <strong>
                 If you’re a startup, Microsoft or Amazon will sell you services
                </strong>
               </h4>
               <p style="font-size: 15px; line-height: 140%; margin: 5px 0px 10px;">
                As long as you agree to use their cloud offering, as reported by the
                <a style="-webkit-text-fill-color: #d62829; color: #d62829; text-decoration: none;">
                 <em>
                  Wall Street Journal
                 </em>
                </a>
                .
               </p>
               <p style="font-size: 15px; line-height: 140%; margin: 5px 0px 10px;">
                Earlier this week, Abnormal Security Corp. moved its operations over to Microsoft’s Azure cloud in exchange for enterprise sales assistance.
               </p>
               <p style="font-size: 15px; line-height: 140%; margin: 5px 0px 10px;">
                This was Microsoft’s first such arrangement, following a similar deal Amazon struck with Apptio Inc. in January.
               </p>
               <h4 style="font-size: 17px; height: 100%; letter-spacing: 0px; line-height: 22px; margin: 0px; padding-top: 8px;">
                <strong>
                 You got to get them early
                </strong>
               </h4>
               <p style="font-size: 15px; line-height: 140%; margin: 5px 0px 10px;">
                Changing cloud providers is a costly exercise on both the time and money fronts.
               </p>
               <p style="font-size: 15px; line-height: 140%; margin: 5px 0px 10px;">
                For the biggest cloud players, partnering with startups is a great way to capture their booming cloud use as the firms grow and
                <a style="-webkit-text-fill-color: #d62829; color: #d62829; text-decoration: none;">
                 spend
                </a>
                -- collectively -- billions a year.
               </p>
               <p style="font-size: 15px; line-height: 140%; margin: 5px 0px 10px;">
                In fact, Amazon launched AWS Connections 3 years ago to link startups with its biggest customers. According to
                <em>
                 WSJ,
                </em>
                Amazon has facilitated 2k meetings between startups and potential customers since 2019.
               </p>
               <h4 style="font-size: 17px; height: 100%; letter-spacing: 0px; line-height: 22px; margin: 0px; padding-top: 8px;">
                <strong>
                 Both sides benefit
                </strong>
               </h4>
               <p style="font-size: 15px; line-height: 140%; margin: 5px 0px 10px;">
                <em>
                 WSJ
                </em>
                says these new cloud partnerships are giving access to “a range of customers many startups and small enterprises could struggle to reach independently.”
               </p>
               <p style="font-size: 15px; line-height: 140%; margin: 5px 0px 10px;">
                As they say in my ancestral home of Vietnam, that's a “nguyen-nguyen” arrangement.
               </p>
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             Shopify’s all-in-one e-commerce platform is built to help businesses of all sizes -- from lil’ infant or hairy, post-pubescent behemoth -- start, run, and scale their operations.
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               Q&amp;A
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               <h2 style="font-size: 22px; font-weight: bold; line-height: 26px; margin: 10px 0px 5px;">
                ‘People [are] looking for food that offers comfort and nostalgia’
               </h2>
              </td>
             </tr>
             <tr>
              <td class="h2020 ignore-defaults" style="padding: 5px 0px 0px;">
               <p style="font-size: 15px; line-height: 140%; margin: 5px 0px 10px;">
                Cereal sales have
                <a style="-webkit-text-fill-color: #d62829; color: #d62829; text-decoration: none;">
                 surged
                </a>
                during quarantine as people seek out comfort food.
               </p>
               <p style="font-size: 15px; line-height: 140%; margin: 5px 0px 10px;">
                <a style="-webkit-text-fill-color: #d62829; color: #d62829; text-decoration: none;">
                 Magic Spoon
                </a>
                -- a D2C startup offering a keto-based cereal that’s high in protein and low in carbs -- is one brand that has seen increased demand. The company is known for its colorful and playful branding (~200k followers on
                <a style="-webkit-text-fill-color: #d62829; color: #d62829; text-decoration: none;">
                 IG
                </a>
                ).
               </p>
               <p style="font-size: 15px; line-height: 140%; margin: 5px 0px 10px;">
                We recently spoke with Magic Spoon’s co-founder Gabi Lewis to find out more about the opportunity in the cereal market (and beyond):
               </p>
               <h4 style="font-size: 17px; height: 100%; letter-spacing: 0px; line-height: 22px; margin: 0px; padding-top: 8px;">
                <strong>
                 What has Magic Spoon seen since the start of the pandemic?
                </strong>
               </h4>
               <p style="font-size: 15px; line-height: 140%; margin: 5px 0px 10px;">
                Sales have massively accelerated in recent months. We are seeing the trend of people looking for food that offers comfort and nostalgia.
               </p>
               <h4 style="font-size: 17px; height: 100%; letter-spacing: 0px; line-height: 22px; margin: 0px; padding-top: 8px;">
                <strong>
                 What have been effective channels to boost sales during this period?
                </strong>
               </h4>
               <p style="font-size: 15px; line-height: 140%; margin: 5px 0px 10px;">
                We’ve been doing a lot of influencer campaigns. Since our product is marketed with health benefits… it’s better if customers see someone they trust talking about the product, not just us.
               </p>
               <h4 style="font-size: 17px; height: 100%; letter-spacing: 0px; line-height: 22px; margin: 0px; padding-top: 8px;">
                <strong>
                 How big is the cereal market opportunity?
                </strong>
               </h4>
               <p style="font-size: 15px; line-height: 140%; margin: 5px 0px 10px;">
                Internally, we peg the US cereal market at $11B and the global market at $35-40B. The Magic Spoon opportunity is larger, though, as we see ourselves as potential substitutes for protein bars and shakes.
               </p>
               <h4 style="font-size: 17px; height: 100%; letter-spacing: 0px; line-height: 22px; margin: 0px; padding-top: 8px;">
                <strong>
                 What was a big challenge when you launched?
                </strong>
               </h4>
               <p style="font-size: 15px; line-height: 140%; margin: 5px 0px 10px;">
                When we started, big food manufacturers told us that cereal was a bad idea. It’s a declining market [overall] and the retail aisles are controlled by huge brands, making it hard to get shelf space. We knew we were going to go D2C, so were less worried about it.
               </p>
               <h4 style="font-size: 17px; height: 100%; letter-spacing: 0px; line-height: 22px; margin: 0px; padding-top: 8px;">
                <strong>
                 Do you have a request for a startup?
                </strong>
               </h4>
               <p style="font-size: 15px; line-height: 140%; margin: 5px 0px 10px;">
                I’m from Scotland -- and cider is big there. I would love for someone to make a cider brand in the US. I’ve seen a few attempts at it, but no one has nailed it. I think cider could take a meaningful chunk of the beer market. It’s healthier than beer and is gluten-free.
               </p>
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              <td style="color: #D62829; font-size: 16px; font-weight: bold; letter-spacing: 1.5px; padding: 0px 0px 10px; text-transform: uppercase;">
               A Linguistic L
              </td>
             </tr>
             <tr>
              <td style="padding: 0 0 6px;">
               <a style="color: #d62829; text-decoration: none;">
                <img alt="" src="https://inboxflows.com/_/image/https%253A%252F%252Fthdaily.s3-us-west-1.amazonaws.com%252Fplus_20200918013506.png/?inbox_flows_img_sig=eyJwYXRoIjoiaHR0cHMlM0ElMkYlMkZ0aGRhaWx5LnMzLSJ9:1kXMMs:IYpnC19eqnpwHz5yecRTHkwZeJEkcQgIxvUeXvwTFrU" style="height: auto; width: 100%;"/>
               </a>
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             <tr>
              <td>
               <h2 style="font-size: 22px; font-weight: bold; line-height: 26px; margin: 10px 0px 5px;">
                Streaming services have completely given up on creative names
               </h2>
              </td>
             </tr>
             <tr>
              <td class="h2020 ignore-defaults" style="padding: 5px 0px 0px;">
               <p style="font-size: 15px; line-height: 140%; margin: 5px 0px 10px;">
                If you have experience coming up with clever brand names, the major media conglomerates of the world need you.
               </p>
               <p style="font-size: 15px; line-height: 140%; margin: 5px 0px 10px;">
                CBS All Access is
                <a style="-webkit-text-fill-color: #d62829; color: #d62829; text-decoration: none;">
                 rebranding
                </a>
                as…
                <em>
                 *drumroll*
                </em>
                … Paramount+.
               </p>
               <p style="font-size: 15px; line-height: 140%; margin: 5px 0px 10px;">
                Its reason for switching to the Paramount moniker makes sense: Paramount is more recognizable than CBS overseas.
               </p>
               <p style="font-size: 15px; line-height: 140%; margin: 5px 0px 10px;">
                But that “+” sign isn’t exactly the most creative branding. In fact, it’s pure mimicry: Disney+, Apple TV+, ESPN+, BET+...
                <em>
                 (OK, we admit it -- we’ve thought about a Hustle+...)
                </em>
               </p>
               <h4 style="font-size: 17px; height: 100%; letter-spacing: 0px; line-height: 22px; margin: 0px; padding-top: 8px;">
                <strong>
                 We’re just circling back to basic addition
                </strong>
               </h4>
               <p style="font-size: 15px; line-height: 140%; margin: 5px 0px 10px;">
                HBO Max
                <em>
                 just barely
                </em>
                gets a pass here, but we’ll continue to side-eye them.
               </p>
               <p style="font-size: 15px; line-height: 140%; margin: 5px 0px 10px;">
                Streaming represents the future of these businesses, so one would think that their names would be a bit spicier.
               </p>
               <h4 style="font-size: 17px; height: 100%; letter-spacing: 0px; line-height: 22px; margin: 0px; padding-top: 8px;">
                <strong>
                 But they’re all basically the same
                </strong>
               </h4>
               <ul style="font-size: 16px; line-height: 20px; margin: 0; padding-bottom: 10px; padding-left: 12px;">
                <li style="font-size: 15px; line-height: 140%; margin: 0 0 0 15px; padding: 0px;">
                 <em>
                  Quartz
                 </em>
                 identified a few categories, including the pervasive “Now” (Sundance Now, Epix Now, HBO Now).
                </li>
                <li style="font-size: 15px; line-height: 140%; margin: 0 0 0 15px; padding: 0px;">
                 Tubi and Quibi sound like they could also be toothbrush startups.
                </li>
                <li style="font-size: 15px; line-height: 140%; margin: 0 0 0 15px; padding: 0px;">
                 Mubi, Vudu, and Fubo TV are trying to take over the “Hulu, but different” linguistic lane.
                </li>
               </ul>
               <p style="font-size: 15px; line-height: 140%; margin: 5px 0px 10px;">
                We’re looking forward to the chaos agent that enters the streaming wars with a minus sign in its name.
               </p>
              </td>
             </tr>
             <tr>
              <td>
               <table cellpadding="0" style="padding: 10px 10px 0px; width: 100%;">
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                    <img alt="Send as email to a friend" height="30" src="https://inboxflows.com/_/image/https%253A%252F%252Fthdaily.s3-us-west-1.amazonaws.com%252Femail_20200824020149.png/?inbox_flows_img_sig=eyJwYXRoIjoiaHR0cHMlM0ElMkYlMkZ0aGRhaWx5LnMzLSJ9:1kXMMs:IYpnC19eqnpwHz5yecRTHkwZeJEkcQgIxvUeXvwTFrU" width="30"/>
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                  </td>
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                   <a data-tags="share site" style="color: #d62829; padding: 0 8px; text-decoration: none; white-space: nowrap;">
                    <img alt="View on our website" height="30" src="https://inboxflows.com/_/image/https%253A%252F%252Fthdaily.s3-us-west-1.amazonaws.com%252Fweb_20200824020101.png/?inbox_flows_img_sig=eyJwYXRoIjoiaHR0cHMlM0ElMkYlMkZ0aGRhaWx5LnMzLSJ9:1kXMMs:IYpnC19eqnpwHz5yecRTHkwZeJEkcQgIxvUeXvwTFrU" width="30"/>
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                I’m about halfway into my
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                and down 8 lbs so far.
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                When I started, I was skeptical of anything in this area that bills itself as “new” -- but now, I’m sold.
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                Why?
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                Noom focuses on
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                 changing your psychology and behavior
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                (instead of shaming you for having a Twizzler). Once I established these positive habits, the weight loss followed pretty naturally.
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                I’ll share more later, but for now, try your own trial of Noom right here:
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              :
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             Help this workspace platform meet people where they are: scrolling aimlessly through Twitter.
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             A venture-backed startup is set on building a full-stack AI platform for the financial services industry.
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              :
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             Got fresh ideas on product launches? Check this one out.
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                A10 Networks
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             <strong>
              :
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             This high-tech company needs a high-energy RSD to drive end-user sales.
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