The Best One Yet

🧜‍♂️ “Bro-tox” — Botox for guys. Apple’s drivers license. Whoop’s free unicorn.

07 Sep 2021

Contributed by Lukas

While we were on our August vacation, Botox has been thriving — Botox for guys (Brotox). Apple had its worst month in years, but we think the real s...

👶 “What comes after Gen Z?” — Facebook’s 1st Metaverse. Home Depot’s Halloween. Gen Alpha’s Mom-lennials.

20 Aug 2021

Contributed by Lukas

Snackers, this TBOY is our last pod until Tuesday, September 7th. (we’re taking some August vacation to rest the pipes). So we’re looking at Faceb...

🦖 “Dino Nuggets” – TikTok’s new boss. Weed’s Julia Roberts. Maven’s special unicorn.

19 Aug 2021

Contributed by Lukas

TikTok just passed Facebook for most downloaded app of 2021, but its new boss is… China’s government. Tilray Cannabis is buying weed store MedMen ...

🎒 “Revenge backpacks” — Tesla’s round-up marketing. Oreo’s cakes. Walmart’s anti-innovation.

18 Aug 2021

Contributed by Lukas

Mondelez is turning Oreo’s from cookies into cakes because snacking evolved to indulging. The government probe into Tesla’s self-driving could be ...

♨️ “2 parts good coffee, 1 part cheap coffee” — Coffee’s swap-flation. Sonos’ rich David. Authentic Brands’ Reebok reboot.

17 Aug 2021

Contributed by Lukas

Your morning coffee could get pricer now that coffee bean prices have surged 43%... unless we see some "Swap-flation" (new thing). Sonos sued Goliath,...

🐠 “My tuna is a tomato” — Seafood’s plant-based surprise. FIGS’ nurse fashion. Marriott’s & Airbnb’s bleisure.

16 Aug 2021

Contributed by Lukas

Plant-based meat is getting all the love, but the next plant-based meal is faux fish. Marriott and Airbnb couldn’t be more opposite, but now they’...

🧑‍🎨 “The Da Vinci of Drive-Thru” — Taco Bell’s renaissance. Disney’s great experiment. Miami’s other money.

13 Aug 2021

Contributed by Lukas

There’s a renaissance going on with Drive-Thrus, but Taco Bell just whipped up the ultimate masterpiece. Disney’s stock jumped 5% because it’s r...

⚽ “Kardashian vs Messi” — WeWork’s new SaksWork. Weight Watchers’ cold vaxx summer. Lionel Messi’s Nike shirt.

12 Aug 2021

Contributed by Lukas

Lockdowns grew our waistlines, but Weight Watchers stock plummeted 25% yesterday. The real celebration of Lionel Messi’s record-breaking soccer deal...

😈 “We can’t say it on the pod” — SmileDirectClub’s frown. Infrastructure’s $1 Trillion menu. F***YouPayMe’s moment

11 Aug 2021

Contributed by Lukas

This was the year of the mouth makeover as you glammed your molars, but SmileDirectClub’s stock just plummeted 25%. The Infrastructure Bill just got...

🦧 “Bitcoin for Batman” — AMC’s storytelling. Walmart’s free tuition. Big Chicken’s $5B wing.

10 Aug 2021

Contributed by Lukas

AMC just announced it’ll accept Bitcoin for your ticket if you want to watch your 478th Marvel movie. The Wage Wars have turned into the Battle of t...

🚦 “Crypto traffic lights: Good or bad?” — Levi’s corporate FOMO. The Fantastic American 4. Bitcoin’s speed limit.

09 Aug 2021

Contributed by Lukas

The Chief of Wall Street said that crypto is the “Wild West,” so we’re looking at Bitcoin’s Traffic Light problem (or is it an opportunity?). ...

💋 “Rihanna Rich” — Fenty’s celebrepreneur. Clear’s ID-killer. LUber’s opposites.

06 Aug 2021

Contributed by Lukas

The newest billionaire is Rihanna, but the real story is the new business model of “Beauty Celebrepreneurs”. Clear Secure’s stock is up 75% sinc...

⛰️ “Coors Premium” – Molson’s economy massacre. Big TV’s ad migration. Tencent’s electric drug.

05 Aug 2021

Contributed by Lukas

Molson Coors is retiring 11 classic brew brands because beer is like an airplane. Tencent (Earth’s 2nd biggest video game company) was just told by ...

🍊 “The other juice cleanse” — Delta Variant’s biz impact. Pepsi’s OJ. Gopuff’s dark stores.

04 Aug 2021

Contributed by Lukas

The Delta Variant - we tell you what it means for stocks, business, and the economy. PepsiCo is selling off its orange juice biz for $3.3B. And GoPuff...

🦄 “Big Little Unicorns” — Reese’s $900M schmoovie. DraftKings’ sports bar. Square’s $29B FOMO.

03 Aug 2021

Contributed by Lukas

DraftKings wants to launch its first ever sports bar. Reese Witherspoon sold her schmoovie studio for $900M because “The 3 C’s of Content” are k...

💇‍♀️ “A $750M barbershop” — Pinterest’s plummet. Sherwin-Williams’ paint party. Squire’s barbershop rebound.

02 Aug 2021

Contributed by Lukas

Pinterest dropped 20% as it takes on its biggest pivot ever: From search engine to scroll engine. Sherwin-Williams has whipped up fresh paint since 18...

🍳 “Chef BoyarDoorDash” — Amazon Prime spider web. DoorDash’s kitchen. Comcast’s anti-Disney.

30 Jul 2021

Contributed by Lukas

DoorDash just launched a new ghost kitchen, but the shocker is who’s actually whipping up the eggs… DoorDash is chef. Comcast isn’t just keeping...

🧊 “The secret cold brew lab” — Starbucks’ nitro party. Athleta’s Simone Biles moment. Chips’ ice cream headache

29 Jul 2021

Contributed by Lukas

Starbucks just snagged a record quarter because your cold brews are Starbucks’ new profit puppy. Simone Biles just put her mental health before a go...

🥳 “The Lassie of profit puppies” — Apple’s growth flip. Philip Morris’ self-loathing. Louis Vuitton’s handbag record.

28 Jul 2021

Contributed by Lukas

Apple just told us that its iPhone business is literally as big as Costco. Cigarette-maker Phillip Morris just asked the UK government to ban… cigar...

🛍️ “Not PrimeCoin” — Amazon’s Bitcoin drama. Hasbro’s secret movie. Lucid’s semi-zucking.

27 Jul 2021

Contributed by Lukas

Bitcoin just jumped 15% after a PFWTM mentioned that Amazon will accept Bitcoin and then launch its own crypto… but then everything changed at 4:55p...

👙 “Airbnb for Pools” — Facebook’s “Metaverse”. Swimply’s pool play. Kim-Clark’s shrinkflation.

26 Jul 2021

Contributed by Lukas

Facebook reports earnings this week, but the real story is that Zuck’s been building a Metaverse this whole time. Swimply just became the Airbnb for...

🌯 “The $50 Billion Burrito” — Olympics’ money. Chipotle’s 2 lives. The Opioid $26B settlement.

23 Jul 2021

Contributed by Lukas

The Olympics kick off today in Tokyo, so we’re looking at who actually wins the Olympics. Chipotle stock just hit a record high because it just disc...

🤕 “Fail Fast and Make Things” — Tesla’s SuperChargers. Varsity Inc.’s payday. Twitter’s un-Zucking.

22 Jul 2021

Contributed by Lukas

Tesla’s kept a profit puppy hidden from us the last few years… but now it’s giving it away to competitors? College athletes are about to profit ...

🎳 “El Duderino of the Pins” — Bowlero’s $2.6B. Peloton’s 1st video game. Moderna’s Arya Stark.

21 Jul 2021

Contributed by Lukas

Peloton just announced a video game because it needs you to stay on the bike like Donkey Kong is forcing you to. The biggest bowling alley on Earth is...

💩 “Why stocks dropped big” — The Dow’s 700-point plummet. Tractor Supply’s chicken surge. Hero’s conversational commerce.

20 Jul 2021

Contributed by Lukas

The Dow suffered its biggest drop of the year because the stock market narrative can change freakishly fast. Tractor Supply Company loves farmers, ran...

✨ “We’re ensconced in velvet” — Soho House’s urban club IPO. Zoom’s translation deal. Fathom’s 3D revolution.

19 Jul 2021

Contributed by Lukas

If you like working under a chandelier, then Soho House’s IPO has a Takeaway for you at its members-only club in Mykonos. Zoom just acquired a trans...

🍸 “The 4th alcohol” — Boston Beer’s cocktail-ification. Big Banks’ silver bullet. Your new doctor date.

16 Jul 2021

Contributed by Lukas

Two major liquor legends are teaming up to pursue a new category of alcohol: The Canned Cocktail. All 6 big US banks just reported earnings and they’...

💰 “You get $300/month per kid” — Cash for kids. Oatly’s shenanigans. LG’s special battery.

15 Jul 2021

Contributed by Lukas

Oatly stock dropped after an activist investor accused the alt-milk icon of “shenanigans” and “mind control.” LG doesn’t just make your TV a...

🥩“Don’t disrupt the grill” — Weber’s BBQ IPO. Netflix’s podcasts. Inflation’s big winner.

14 Jul 2021

Contributed by Lukas

Grilling icon Weber just announced a flame-broiled IPO, but its greatest strength is its greatest weakness. Netflix just made its 1st big hire for Net...

👖 “They don’t fit (at all)” — Levi’s wardrobe refresh. Black Widow’s playbook. Flipkart’s $38B secret war.

13 Jul 2021

Contributed by Lukas

Turns out 35% of us saw our waist sizes change in one direction or another, so Levi’s is making some changes too. Black Widow isn’t just a superhe...

👽 “UFB: Unidentified Flying Billionaires” — Space Inc.’s huge week. Subway’s shutdown. Square’s physical bitcoin.

12 Jul 2021

Contributed by Lukas

Branson is beating Bezos to orbit because this is the biggest week for space since Buzz Aldrin. You’ll notice your local Subway sandwich spot is shu...

🍝 “A German Tony Soprano” — BMW got snitched. Glossier’s brow store. Marlboro’s cigarette theme park.

09 Jul 2021

Contributed by Lukas

BMW and Volkswagen just fined $1B... because their German rival snitched on them. Glossier hit a $1.8B valuation because the future of makeup is Inspo...

🏡 “How to survive a Zucking” — Nextdoor’s $4B SPAC. Bloomingdale’s millennial mall. The Jedi’s $10B fail.

08 Jul 2021

Contributed by Lukas

Neighborhood social network Nextdoor is going public via SPAC, but the real story here is how it survived a Zucking. Bloomingdale’s is whipping up a...

🏒 “Watch this penalty shot for $0.99” — Torrid’s plus-size IPO. Didi’s 20% plummet. Buzzer’s sports savior.

07 Jul 2021

Contributed by Lukas

The best-performing IPO of last week got no attention: Torrid noticed that 67% of US women are plus sized, but only 14% of US clothing sales are. Didi...

👋 “Bezos is gone” — Amazon’s new CEO. Foot Locker’s blister. Wheels Up’s private jet pop.

06 Jul 2021

Contributed by Lukas

Jeff Bezos officially stepped down as Amazon CEO yesterday, so we’re introducing you to the new guy. Private jets are living their best lives right ...

🎨 “TikTooooook” — TikTok’s tripling. LegalZoom’s piggyback IPO. Exxon’s Greenpeace.

02 Jul 2021

Contributed by Lukas

TikTok just made 1 small change to your videos with 1 huge impact. LegalZoom IPO’d thanks to America having its most entrepreneurial year ever. And ...

🍯 “Date-friendly food” — Bumble’s 1st restaurant. Trane’s air conditioners. Gympass’ $2B workout.

01 Jul 2021

Contributed by Lukas

Bumble is opening up its very first restaurant (not a typo) in New York. With an epic heatwave, we’re looking at air conditioner icon Trane Technolo...

🍭 “No more candy eCigs” — Juul’s $40M settlement. United’s more legroom. Foxconn’s 8th wonder.

30 Jun 2021

Contributed by Lukas

Juul is paying up $40M for its role in the teen vaping epidemic. United Airlines just made the biggest airplane order in a decade. And Foxconn was sup...

🤑 “I Venmo’d Venmo” — Venmo’s hook-em-book-em. Facebook’s platinum pegasus. Honda’s awkward alliance.

29 Jun 2021

Contributed by Lukas

Venmo’s been so free for so long. But that may change with its new hook-em-then-book-em strategy. Facebook hit a platinum pegasus $1 trillion valuat...

🐩 “Chewy’s Shiba-Doodle purebred” — Chewy’s pet adoption. Peacock’s Hamilton moment. Infrastructure’s 2 un-compromises.

28 Jun 2021

Contributed by Lukas

Chewy has a plan to turn you into its profit puppy: Pet adoption. In an unprecedented moment in Olympic history, NBC’s Peacock will be streaming the...

🐐 “37 best sneaker listicles ever” — BuzzFeed’s SPAC. Goat’s $3.7B fundraise. 6 Big Tech bills.

25 Jun 2021

Contributed by Lukas

After 15 years, BuzzFeed is going public because it’s the Charles Darwin of media. Sneakerhead marketplace Goat hit a $3.7B valuation since sneakers...

💎 “Insta-Pot Diamonds” — Pandora’s lab jewelry. Winnebago’s record record. Microsoft’s $2T platinum pegasus.

24 Jun 2021

Contributed by Lukas

Already the world’s biggest jeweler, Pandora will never sell another real diamond again… only lab-grown ones. Winnebago is living its best life, s...

🔥 “Profile pics are dead” — Tinder’s vid game. Airlines’ great pilot panic. Blackstone’s $6B house party.

23 Jun 2021

Contributed by Lukas

Match just splurged $2B on video tech to make your Hot Vaxx Summer dates feel like a game. Airlines are facing such a pilot shortage that you’ll pro...

🏠 “Home-lennials” — Costco’s Kirkland secret. Bitcoin’s pureplay miner. WeWork’s trophy.

22 Jun 2021

Contributed by Lukas

Everyone’s talking about Amazon Prime Day, but we’re focused on Costco (new target: Home-lennials). Bitcoin fell below $33K on a mining problem, b...

⚽ “ManU isn’t an exotic puma pet” — Manchester United’s fan brand. Jack In The Box’s influencer restaurant. The 2021 SPAC-down.

21 Jun 2021

Contributed by Lukas

Manchester United just survived another quarter with no fans, but its brand equity is its fan loyalty. Jack In The Box, Uber, and a TikTok singer just...

👼 “Keep the Victoria, bury the Secret” — Victoria’s Secret’s soccer moves. Spotify’s soft power. The Reparation economy.

18 Jun 2021

Contributed by Lukas

Victoria’s Secret just traded Tyra Banks for a pro soccer player to pull off the greatest brand turnaround in history. Spotify just launched its liv...

💊 “The iDoctor will see you now” — Apple’s health mojo. Waymo’s $2.5B map. Deutsche’s profit ship.

17 Jun 2021

Contributed by Lukas

We just got an update on Apple’s secret “Project Casper”: Apple Doctors. A random ship has become Deutsche Bank’s most profitable investment o...

👜 “A $6 handbag beat Amazon” — Shein’s real-time fashion. Yelp’s restaurant recon. Sinclair’s $23 sports+.

16 Jun 2021

Contributed by Lukas

The most-downloaded fashion app is now Shein, and it’s created a new behavior: Real-Time Fashion. Yelp whipped up data on how you’re dining, but i...

🔥 “I told ya so” — Lordstown’s mirage. Dave & Buster’s decay curve. US vs China econ winner.

15 Jun 2021

Contributed by Lukas

Lordstown Motors was supposed to be the hero of electric cars, but it looks like it wasn’t even real. Dave & Buster’s is hoping a limited time mar...

🛒 “I bought it at Netflix” — Netflix’s store. Tesla’s ultra-luxury car. DiDi’s $100B IPO.

14 Jun 2021

Contributed by Lukas

Netflix just launched its 1st ever store, which we’re calling the path to Disney-fication. Tesla unveiled a $144K car because ultra-luxury helps you...

👻 “My boss is a hologram Jedi ghost” — Chipotle’s brisket effect. WeWork’s hologram-ification. Klarna’s TikTok credit card.

11 Jun 2021

Contributed by Lukas

WeWork, Google, and Microsoft are all investing in the Second Coming of Zoom: Holograms. Chipotle’s jacking up prices on your burrito bowl, but doin...

⛷️ “Ski guac is extra” — Vail Resorts’ “Epic” trick. Bitcoin’s El citizenship. Elon’s $0 tax.

10 Jun 2021

Contributed by Lukas

Bitcoin’s price popped 10% Wednesday because it just became legal tender of El Salvador. Ski legend Vail Resorts dropped the price of its Epic Pass ...

🥰 “FaceTime for all” — Fastly’s mess-up. Bitcoin’s last straw. Apple’s FaceTime hero.

09 Jun 2021

Contributed by Lukas

Did your internet go down yesterday? It probably did, and the company to blame was Fastly… yet its stock jumped 11%. Apple’s major conference has ...

🧑‍ 🚀 “No mooch for you” — The G7 ending tax havens. Marriott Vacations’ boomers. Biogen’s birthday cake.

08 Jun 2021

Contributed by Lukas

The G7 nations are ending the epic corporate tax loopholes, but there’s a finance yin to every business yang. Marriott Vacations (different company ...

🖼️ “Mirror, mirror, doing pushups'' — Lululemon’s Mirror. United’s supersonic. Jokr’s super delivery.

07 Jun 2021

Contributed by Lukas

Investors didn’t care about Lululemon’s clothes... They focused on Lululemon’s Mirrors. United Airlines is re-introducing supersonic jets becaus...

🍽️ “Chef Elon’s Tesla Cafe” — Tesla’s eating club. Twitter’s $3 subscription. Snappy’s $70M gifts.

04 Jun 2021

Contributed by Lukas

Funny little thing just got filed with the US Patent Office: A trademark by Tesla… for a restaurant (we’re calling it “Charge Club”). Twitter ...

🦍 “Free popcorn for the people” — AMC’s gorilla pivot. Etsy’s $1.6B wardrobe. Big Meat’s cyberattack.

03 Jun 2021

Contributed by Lukas

Shares of AMC surged so much yesterday, they had to be halted by the New York Stock Exchange. 4 times. And then AMC’s CEO did something we’ve neve...

🍩 “CBDonuts” — Krispy Kreme’s IPO. Cannabis’ Either/Or. Lyft’s Millennial inflation.

02 Jun 2021

Contributed by Lukas

Krispy Kreme just had its best year ever, so it’s IPOin’g with “Hot Light Theaters” and “glaze waterfalls” (their beautiful words, not our...

🤩 “Too Hot To Selfie” — Poparazzi’s #1 summer app. Urban Outfitters’ discount death spiral. Biden’s blue collar $6T.

01 Jun 2021

Contributed by Lukas

Poparazzi has risen to #1 in Apple’s App Store after just 1 week of existence — but is it a Snapchat or an HQ Trivia? Urban Outfitters may have su...

💗 “Dislike of the Like” — Insta’s Like button. Gap’s Walmart sleepover. Royal Caribbean’s test cruise.

28 May 2021

Contributed by Lukas

In our last pod before the 3-day weekend (back at it on Tuesday), Facebook is giving you the option to disable the like. The Gap is moving in with Wal...

👨‍🎤 “The BTS Boy Band Strategy” — McD’s adult happy meal. Exxon’s cinderella. MGM’s Primification.

27 May 2021

Contributed by Lukas

McDonald’s just launched its BTS boy band collaboration with a digital strategy that’s never been tried in food before: Golden Repackaging. Exxon ...

🍒 “Sustainocoin” — Chia’s green Bitcoin. NYT + Athletic = Super App. Bowery’s $2.3B kale.

26 May 2021

Contributed by Lukas

Some PFWTM say The New York Times is in talks to acquire The Athletic, but we think it’s pulling a George Costanza and whipping up a news super app....

🚀 “Does Fiji Water freeze in space?” — Virgin Galactic’s 28% surge. Modern Fertility’s stickiness. App Store vs. Fortnite.

25 May 2021

Contributed by Lukas

Virgin Galactic shares jumped after the space company’s successful test flight. Modern Fertility was acquired by Ro because FemTech could foster a 2...

😎 “DTF: Down to Fail” — Snapchat’s 4th spectacles. IHOP’s flip. Super’s $50M plumber.

24 May 2021

Contributed by Lukas

Snap just whipped up its 4th ever augmented reality glasses, but it isn’t a viable product (and that’s perfectly okay). IHOP whipped up a new vers...

🐄 “Wow wow no cow” — Oatly’s $10B IPO. Ralph Lauren’s

21 May 2021

Contributed by Lukas

Oat milk pioneer Oatly popped 19% on its 1st day of trading, but it said something we’ve never heard in an IPO. Ralph Lauren is 81, but his company ...

🪑 “Crypto’s 3-legged stool” — Bitcoin’s rough week. Home Depot’s home-vesting. Google’s algo-money.

20 May 2021

Contributed by Lukas

Bitcoin plummeted to $30K before recovering, and it can all be explained by a single piece of furniture. Home Depot just threw up insane House Hype nu...

🧁 “Delivery for Expats” — MGM’s $9B Amazon plot twist. Ford’s electric F-150. Goldbelly’s food-raise.

19 May 2021

Contributed by Lukas

MGM Studios might get acquired for $9B… by Amazon (James Bond would work for Bezos). Ford’s F-150 truck is the iPhone of cars and the most success...

🍿 “Game of Fixed-Up Thrones” — AT&T’s media retreat. Equinox’s tribrid. Corporate mask-fusion.

18 May 2021

Contributed by Lukas

AT&T’s $150B experiment in media is over, now that it’s spinning off GoT to Shark Week. Equinox’s fancy gyms could become Equinox fancy stock…...

🥶 “Call us Cooli Vuitton” — Yeti’s luggage. Airbnb’s life moment. The Wage Wars experiment.

17 May 2021

Contributed by Lukas

Shares of Yeti Coolers have quintupled in the last year, but now it’s coming for your Away suitcase. Airbnb just revealed that it knows your life mo...

🐝 “Hot Vax Summer” — Bumble’s friend zone. Bitcoin’s Hummer of crypto. Hertz’s 50% comeback.

14 May 2021

Contributed by Lukas

Bumble’s first ever earnings report reveals it’s pivoting from finding you true love to finding you a friend. Bitcoin plummeted 15% because Elon’...

🎈 “1 balloon bouquet, please” — Bird’s e-scooter SPAC. Party City’s helium hype. SoftBank’s record *profit.

13 May 2021

Contributed by Lukas

Party City knows you didn’t love Becky’s Zoom baby shower, so it’s betting the future on balloons (literally, Balloon Bouquets). Bird tossed off...

💰 “TeenCrypto or KidCoin?” — Roblox’s robux. Macy’s makeover. The Great Chicken Shortage.

12 May 2021

Contributed by Lukas

Roblox jumped 21% because kids want Robux for their birthday. Macy’s was so close to bankruptcy it should be nursing itself back to health, but inst...

🎸 “Mom, you take the James Taylor ticket” — Live Nation’s slingshot. Darkside’s hacking Inc. Blind’s gossip app.

11 May 2021

Contributed by Lukas

Concert legend Live Nation has become a slingshot stock with a new calling: Make concerts make money like sports. Darkside is the cyberhacking ransomw...

🧟 “Quibi’s ResurRoku” — Papa John’s epicness. Roku’s little dongle. Oura’s power ring.

10 May 2021

Contributed by Lukas

Wondering what happened to Quibi? Roku bought ‘em... and now the little dongle that could is in 54M homes. Papa John’s just defied every carby exp...

🍪 “Someone stole the recipe” — Uber’s shortage. Honest’s stock birth. Moderna’s recipe.

07 May 2021

Contributed by Lukas

If you thought your 1st Uber ride in a year felt more expensive… it was (Uber’s $20B in quarterly bookings were its best ever). Honest Co jumped 4...

🧳 “An Escalade fits 60 Away suitcases” — iRobot’s makeover. Suburban’s biz class. FB’s non-decision on Trump.

06 May 2021

Contributed by Lukas

We have 2 ideas for how iRobot can make itself over, because its Roomba vacuum isn’t living its best life. The Cadillac Escalade borrowed a strategy...

🌜 “Ethereum goes Dogecoin on Bitcoin” — Ferrari’s hidden profit puppy. Ether’s $3K. Pfizer’s First & Fancy.

05 May 2021

Contributed by Lukas

Ferrari doesn’t want to dilute its brand, so it whipped up a (literally) hidden profit puppy. Bitcoin’s dropping, Dogecoin’s surging, but Ethere...

💄 “Dewy is the new cakey” — Estée Lauder’s hero creme. Yahoo got dumped. Fortnite’s fight club.

04 May 2021

Contributed by Lukas

We noticed a funny thing about Estée Lauder’s cosmetics earnings: It’s not a makeup company anymore. Yahoo and AOL just got dumped by Verizon for...

🍄 “Initial Psychedelics Offering'' — McDonald’s fried chicken spies. Sony’s arms dealing. MindMed’s magic mushroom moment

03 May 2021

Contributed by Lukas

LSD and magic mushrooms are now publicly traded because MindMed’s psychedelics found a trend. Sony’s whipping up Playstations to become the arms d...

🤩 “Vinny’s Entourage goes public” — Ari Gold’s IPO. Amazon’s Gretzky moment. Biden’s new 40-year cycle.

30 Apr 2021

Contributed by Lukas

The inspiration for Ari Gold just took his entertainment-everything company Endeavor public and it was… entertaining. Amazon whipped up its best qua...

📺 “YouTube > Netflix” — Crocs’ secret hero. YouTube’s 1st earnings. Apple vs Facebook.

29 Apr 2021

Contributed by Lukas

Facebook and Apple both delivered stick-it-up-on-the-fridge record quarters… but 1 single quote reveals who has the advantage. Crocs stock surged 25...

🌵 “Pinterest’s Q1 is a fake succulent” — Apple vs. Spotify (paid pods). Pin’s 3 dirty words. Polaris’ bachelor party stock.

28 Apr 2021

Contributed by Lukas

Pinterest crushed 2020, but investors just crushed the stock because it looked like a fake succulent (good from far, far from good). Apple and Spotify...

🐶 “The 1st ever dog-walk stock” — Rover is SPACing. Willow’s $82M breast pump. Exxon Mobil’s Blockbuster Video alarm.

27 Apr 2021

Contributed by Lukas

The Uber for dog-walking is going public, but Rover has pulled off something no other platform app ever has. Willow just snagged $82M for a breast pum...

🍹 “Pandemic Pool Party” — Tesla’s big problem. PoolCorp’s pool stock. UiPath’s mindlessness IPO.

26 Apr 2021

Contributed by Lukas

Wall Street’s having a pandemic pool party and PoolCorp’s stock is hosting. Tesla reports earnings today, but we think the real situation is some ...

☕ “The $7B Peloton of Lattes” — Nestle’s barista moment. Kentucky Derby’s stock. Southwest’s DNA.

23 Apr 2021

Contributed by Lukas

Nestle just pulled off its best quarter in a decade because 1 coffee habit is worth 3 Hot Pockets customers. Churchill Downs is focused on the May 1st...

🌍 “Bitcoin becoming a gas guzzler” — Domino’s self-driving calzone. Netflix’s video games. Crypto vs Climate.

22 Apr 2021

Contributed by Lukas

If you’re in Houston right now, you may see a self-driving pizza go by (Domino’s just whipped one up... and Chipotle and Walmart want in). Netflix...

👵 “The eldest company we’ve ever covered” — Apple’s Starburst event. Natty Light’s popsicle plan. Husqvarna’s robo-mower.

21 Apr 2021

Contributed by Lukas

Apple’s big spring event was all about purple iPhones, fancy podcasts, and 1 new gadget to never lose any of them. Budweiser’s Natty Light launchi...

🐕 “Much Doge Day” — Dogecoin’s 4/20 holiday. Manchester United’s super league. Peloton’s danger warning.

20 Apr 2021

Contributed by Lukas

Dogecoin has surged over 8,000% in 2021 to become the 4th biggest crypto… just in time for its joke unofficial holiday (much happy). ManU and its bu...

🍼 “It’s all about Diapers” — Honest Co’s baby IPO. Bezos’ final shareholder letter. Big bank cocktails.

19 Apr 2021

Contributed by Lukas

Jessica Alba’s side-hustle from Hollywood is to take her Honest Company public, but it all comes down to diaper (cakes). Jeff Bezos released his ver...

👶 “1 week Baby Break begins… today”

09 Apr 2021

Contributed by Lukas

Our last pod until Monday, April 19th — Jack just dashed to the hospital with his wife to have their awesome new baby. We’ll be back on the mics i...

🏂 “Coinbase just got 3 feet of fresh pow” — Coinbase’s 9X. Creator Inc. RPM’s dividend club.

08 Apr 2021

Contributed by Lukas

Coinbase dropped some fresh numbers that are so heavy, it got us thinking about blizzards. Patreon, Cameo, and Substack all hit new unicorn valuations...

💎 “She went to Jared’s” — Rocksbox’s Zoom bling. China’s digital currency. Booking’s awkward quote.

07 Apr 2021

Contributed by Lukas

Jewelry legend Signet just acquired Rocksbox because it can turn 1 diamond into an infinite transaction. The Booking CEO just dropped a quote that’s...

✅ “Master Plan (done)” — Tesla’s new competition. Dick’s House of Sports. Chief Woke Officer 2.0.

06 Apr 2021

Contributed by Lukas

Tesla just delivered more cars in the last quarter than it ever has — but it produced 0 of its most expensive ones. Georgia’s voting law situation...

👯‍♂️👯‍♂️ “Zuckings everywhere” — Coursera’s IPO lesson. Microsoft’s Iron Man deal. Clubhouse’s zuck-tastrophe.

05 Apr 2021

Contributed by Lukas

EdTech icon Coursera jumped 25% after going public, but we noticed 1 word mysteriously missing in its IPO paperwork. Microsoft just snagged a $22B aug...

🇬🇧 “Less Hermione, more Ron” — Deliveroo’s stock drop. Apple’s record label move. Walgreens’ profit puppy.

01 Apr 2021

Contributed by Lukas

So are vaccines a profit puppy? Walgreens’ stock just jumped 4% because vaccines are the first ever twin profit puppy. Apple just whipped out its ch...

🤑 “Wait, there’s no Bitcoin emoji?” — PayPal’s brunch test. The Athletic’s Axios crush. Big Wind’s new world.

31 Mar 2021

Contributed by Lukas

You can buy that latte with Bitcoin today after PayPal just did its mainstream crypto dance. Newspaper disruptors The Athletic and Axios have a crush ...

👑 “Where’s the Dothraki roller coaster?” — HBO’s Game of Missing Thrones. JetBlue’s platform problem. 1 whale crushed stocks.

30 Mar 2021

Contributed by Lukas

If your stocks fell on Friday, there my be 1 person to blame (but seriously). HBO Max snagged the Game of Thrones creator for a multi-year-multi-milli...

🧟 “The Shaq SPAC” — WeWork’s ReRise. ThredUP’s IPO outfit. Nike’s China erasure.

29 Mar 2021

Contributed by Lukas

A year and a half after its IPO died, WeWork is going public (with help from Shaq), but we think it’s a VC bailout. ThredUP jumps 43% at its IPO whi...

🍝 “We spat out our marinara” — Olive Garden’s record high. Pacaso’s (Millennial) 2nd home. Suez Canal’s big number.

26 Mar 2021

Contributed by Lukas

Olive Garden’s owner is at a record high, but there’s more lasagna layers to the numbers. Pacaso just became the fastest ever US company to become...

🌮  “i’m at taco bell, what do you want” — Taco Bell’s iPhone architecture. Fanatics’ $13B jersey. Intel’s Captain America mojo.

25 Mar 2021

Contributed by Lukas

The newest store concept from Taco Bell is so innovative, they had to buy a tech startup and hire 1,000 bellhops. Intel’s splurging $20B to get its ...