00:00:00Good Morning - Scarcity returns to fashion. The volume era is over.
00:00:28The Lead: Nike bets scarcity can rebuild what scale destroye
00:01:26Signal 1: Celebrity beauty's low-profile era ends. Johansson
00:01:49Signal 2: AWGE fuses a concert ticket with a runway pass. Fo
00:02:12Signal 3: Founder-led beauty with genuine innovation still s
00:02:36Signal 4: Anthropic tightens Claude access in Hong Kong. AI
00:02:59Signal 5: Alessandro Michele places Valentino between eras d
00:03:36The Pattern
00:04:20Wrap Up