Aesthetic taste and fashion are hard to predict; people said the same thing of Crocs. In fact, many workplaces banned Crocs because they were considered so aest

Aesthetic taste and fashion are hard to predict; people said the same thing of Crocs. In fact, many workplaces banned Crocs because they were considered so aesthetically offensive. Crocs, Inc. is up 725% over its lifetime. People are really into weird shoes right now (see pretty much all of sneakerhead culture). I could see this taking off if partnered with the right influencer and offered at about $500-$600. On Chinese knockoffs: yes, this is a danger with nearly any product made today. If they achieve brand prominence then the risk will be mitigated. Their apparent moat seems to be making walking feel natural. This may be temporarily difficult to reverse engineer and give them some lead time.