The Best One Yet
Episodes
🚦 “Elmo got a makeover” — Sesame Street’s new pivot. Target’s theft excuse. JetBlue’s vacation mistake.
01 Nov 2023
Contributed by Lukas
Sesame Street is changing its format for the first time in 56 years — Big Bird, Elmo, and Oscar The Grouch pioneered the “magazine format” of TV...
🌽 “Disgusting… and delicious” — Candy Corn’s monopoly. Chevy’s final tagline. The White House’s AI.
31 Oct 2023
Contributed by Lukas
The most controversial topic this Halloween is… Candy Corn — So we found the company that sells 90% of the stuff.Chevrolet just unveiled their 7th...
🏡 “My landlord is a bot” – AI Landlord surge. Glossier’s Sephora pivot. Amazon’s drone army.
30 Oct 2023
Contributed by Lukas
One big reason rents are rising is AI Landlords — Two software companies are helping more and more landlords jack up rents.One year ago, Glossier ma...
⚡🧃 “The energy drink stock up 4,000%” — Celsius’ lucky surge. Barbie & Ken’s GDP surprise. Ford’s negotiation lesson.
27 Oct 2023
Contributed by Lukas
The #1 stock on Wall Street? It’s Celsius Energy Drink, up 4,000% in the last 5 years — But this overnight success was actually 20 years in the ma...
👑 “Why Microsoft will pass Apple” — A prediction for a new #1. DINKs’ financial win. TikTok’s Cardi B concert.
26 Oct 2023
Contributed by Lukas
Apple is reporting earnings today, but it’s about to lose its spot as the #1 most valuable company in the world — Because Microsoft caught 3 criti...
🤳 “The FOMO Lawsuit” — Meta sued by 41-states. Texas Roadhouse’ resurgence. Kristen Bell’s diaper dilemma.
25 Oct 2023
Contributed by Lukas
41 states just filed a blockbuster lawsuit against Meta, claiming it is harmful and addictive to kids — This could be Zuck’s “Big Tobacco” mom...
🩲 “Skims for Hims” — Kim Kardashian’s growth hack. America’s unpopular debt solution. The NBA’s ticket surge.
24 Oct 2023
Contributed by Lukas
Skims already replaced Victoria’s Secret, now it’s expanding to menswear — But there’s a male shopping habit Kim Kardashian’s Skims will hav...
🐽 “McRib of Wall Street” — The Stock market’s McRib correlation. ESPN’s secret subscription. Amex’s chirp vs churn.
23 Oct 2023
Contributed by Lukas
Want to know if stocks are going up or down? Just check if the McRib’s on the menu — We break down the McDonald’s sandwich’s hilarious correla...
⚽👅 “Rolling Stones FC” — Spotify’s soccer jersey. Americans’ stock market record. United’s perfect boarding strategy.
20 Oct 2023
Contributed by Lukas
Spotify sponsors the FC Barcelona soccer team, but it’s putting the Rolling Stones logo on the jersey instead — Because advertising is what you pa...
🧻 “Can you spare a fancy square?” — Charmin’s new TP. Netflix’s amusement store. George Clooney’s strike.
19 Oct 2023
Contributed by Lukas
Netflix just reported earnings, but the real highlight is its newest product: Mini-Theme Parks — Netflix is selling $1,600 wedding dresses to keep y...
🥇🎒 “The #1 school in America” — The Pentagon’s surprise school. DoorDash’s video-gamer strategy. Goldman’s Apple mistake.
18 Oct 2023
Contributed by Lukas
DoorDash just confirmed that ⅓ of their customers play video games for an hour or more per day — So they changed their entire marketing strategy.G...
🌃 “Saturday Night Thrive” — SNL’s YouTubification. Tesla’s 1st ad. The New Party Economy.
17 Oct 2023
Contributed by Lukas
Saturday Night Live just began its 49th season on TV, but it’s not a TV show anymore — SNL is a YouTube show.Tesla is facing pressure to do one th...
🎃 “Halloween Inc.” — Spirit Halloween’s zombie retail. Microsoft’s house of brands. Costco’s Kirkland clothing.
16 Oct 2023
Contributed by Lukas
Odds are you’re getting a costume from Spirit Halloween this week, at one of their 1,400 seasonal locations — But Spirit’s real estate operation...
🎊 “The end of sneaky fee fees” — California’s fee ban. Teens’ 5 fave products. Reebok’s Chief Shaq Officer.
13 Oct 2023
Contributed by Lukas
You know that extra fee you’re stuck pay at the end when you’re buying concert tickets or a hotel room? California just banned them (starting in J...
🍺🍸🥃 “The Triple Crown” — Mexico’s alcohol win. LinkedIn’s 250 newsies. Taylor Swift’s movie revolution.
12 Oct 2023
Contributed by Lukas
This year, Mexican beer, liquor, and cocktails have all hit #1 in America – There are 3 reasons why, and one of them is storytelling (story-selling?...
👞👞👞 “You own 3.6 pairs of Birks” — Birkenstock’s IPO day. Roku’s MoneyBall strategy. The most generous billionaire ever.
11 Oct 2023
Contributed by Lukas
249-year old Birkenstock goes public today with an IPO — And if “The Lindy Effect” applies, Birkenstock will live *another* 249 years.Roku’s n...
🇮🇱 🇵🇸 “From Blockade to Siege” — Gaza’s Economic War. The French Fry Index. Metropolis’ $1.7B parking lot.
10 Oct 2023
Contributed by Lukas
After the surprise attack from Hamas, Israel is responding with punishing economics — It’s escalating its blockade on the Gaza Strip to a siege.Th...
🛞 “Restaurants sell Tires” — Michelin’s Guide’s wild history. Meta’s AI celebs. ExxonMobil’s OPEC-killer.
09 Oct 2023
Contributed by Lukas
The Michelin Guide is expanding from restaurants to hotels — This tire company (Michilin) getting into travel guides is one of the great stories of ...
🥤 “Huge Millennial Water Bottle” — Stanley’s tumbler surge. The Ozempic Effect. Shrek’s music stock.
06 Oct 2023
Contributed by Lukas
The #1 trending water bottle right now? It’s not Swell, Nalgene, or Klean Kanteen. It’s Stanley — Stanley sales are up 275% because of one “mi...
🤖🏃🏻 “AI Forrest Gump” — Tom Hanks’ deepfake drama. World Cup’s 2030 dictator decision. Airbnb’s Pre-Apology Tour.
05 Oct 2023
Contributed by Lukas
FIFA just announced the 2030 World Cup hosts… sorry 6 different countries as co-hosts — Because sports has a Dictator Problem.Airbnb is facing mor...
💰 “Geniuses are eccentric. So are frauds” — SBF’s trial begins. Mean Girls on TikTok. Millennials’ financial win.
04 Oct 2023
Contributed by Lukas
Sam Bankman-Fried’s criminal trial just kicked off with some wild details ($55M for Tom Brady to work 20 hours?) — But we noticed some similaritie...
🧸 “Toy-vasion” — Toys ‘R’ Us’ land-air-sea plans. Covid’s Nobel Prize. Sphere’s U2 concert.
03 Oct 2023
Contributed by Lukas
Toys ‘R’ Us is back with an ambitious expansion plan that they call “land, air, and sea” — Because location isn’t just a physical place, i...
🍽️ “Death of a Meal Kit” — Blue Apron’s autopsy. The Stock Market’s sad September. Porsche’s 1st apartment.
02 Oct 2023
Contributed by Lukas
Blue Apron was sold to Wonder for $100M — The problem? That’s 95% lower than the mealkit compay’s peak valuation. We found out why.The S&P 5...
🥇 “Gollllllld” — Costco’s gold bars. Microsoft’s nuclear reactor. Levi’s over-firing strategy.
29 Sep 2023
Contributed by Lukas
Ask Nick & Jack (almost) anything with this form. The newest and fastest-selling product at Costco? 1 oz gold bars — Because gol...
💿 “The Last DVD” — Netflix’s brilliant self-disruption. The Electric Cars election. ChatGPT’s physical “chatpod”.
28 Sep 2023
Contributed by Lukas
Tomorrow is the last day you can order a DVD from Netflix — For 10 years Netflix was just DVDs, then it made a brilliant pivot… by putting the DVD...
🤸♀️ “Grandpa wears Lulu” — Lululemon’s multi-generational strategy. Amazon’s monopoly lawsuit. Yelp’s hall of shame.
27 Sep 2023
Contributed by Lukas
The surprise reason Lululemon enjoys consistent 20% growth every quarter? Cause it’s selling to moms and daughters *and* grandmas — Because Lulu p...
🔫 “Super Soaker World” — Nerf’s theme park. Writers’ strike finale. Spotify’s podcast translator.
26 Sep 2023
Contributed by Lukas
Hasbro’s Nerf brand was essential to our childhood, so it’s opening its 1st ever Nerf theme park — Because great brands are like a rubberband…...
🎙️🎙️“TBOY signs with Wondery” — Return of the TV Rerun. Deion’s $5M sunglasses. Snapchat’s surprise+.
25 Sep 2023
Contributed by Lukas
Since the writers’ strike began, you’ve been watching reruns (Suits, Seinfeld, and Wheel of Fortune) — the Hollywood Strike has been bad for TV,...
🐒 “Elon’s Luke Skywalker monkey startup” — Neuralink’s brain computer. Rupert Murdoch’s succession. Walmart’s puppy splurge.
22 Sep 2023
Contributed by Lukas
Elon’s musk’s most secretive startup (Neuralink) is moving to human trials — It’s connecting humans to computers to save the world from robots...
🧑🎤 “Why has music gotten shorter?” — Spotify’s algo-music. Renting homes beats buying. Dollar General’s worst job ever.
21 Sep 2023
Contributed by Lukas
No, you’re not crazy. Songs are getting shorter — Because artists aren’t writing music for fans, they’re writing for Spotify’s algorithm.The...
⌚👶 “iOvulation” — Natural Cycles’ fertility watch. Disney’s stimulus plan. Elon’s X paywall.
20 Sep 2023
Contributed by Lukas
Natural Cycles just got FDA approval for hands-free birth control — Simply by wearing an Apple Watch, this app tells you when you’re fertile.Disne...
🥕 “$CART” — Instacart’s IPO surprise. SF’s cash for kindergartners. Car-workers’ 40% raise.
19 Sep 2023
Contributed by Lukas
Instacart is the rare tech company IPO’ing with a profit — Because Instacart has pivoted from Silicon Valley to Madison Avenue.Twelve years ago, S...
💏 “The Prenup Podcast” — Prenups’ Millennial pop. Salesforce’s boomerang job. NFL’s turf obsession.
18 Sep 2023
Contributed by Lukas
The unspoken trend in Millennial weddings right now? Prenups — The prenuptial agreement has gone from taboo topic to financial fun.Jets QB Aaron Rod...
🃏 “Caesars Locked Palace” — Casinos’ Hack Attacks. Arm’s Coolest IPO. Surge Pricing for Beer.
15 Sep 2023
Contributed by Lukas
Take the weekly news quiz: Go.tboypod.comSubscribe to the daily newsletter: tboypod.com/newsletter- MGM has been hacked so badly that the ho...
🙋🛠️ “Uber built my house” — Uber’s secret taskrabbit. Detroit’s car strike . Coca-Cola’s AI soda.
14 Sep 2023
Contributed by Lukas
Code in Uber’s app reveals their secret next product: Uber Chores — It’s Uber’s chance to respect thy elders. The union repping 146K auto...
⚡ “Goodbye, Lightning” — iPhone 15’s dongle surprise. Bey’s Etsy surge. The Promotion Paradox.
13 Sep 2023
Contributed by Lukas
Apple unveiled the new iPhone 15 — But the real story isn’t the phone, it’s the beginning of the end of dongles.Beyonce asked all her fans to we...
🧠 “The Genius Ingredient” — Elon’s biography takeaway. Twinkies’ snack sale. Google’s antitrust megatrial.
12 Sep 2023
Contributed by Lukas
Walter Isaacson’s biography on Elon Musk arrives today, so we jumped in for you — And we found the common ingredient among geniuses like Elon, Ein...
🐮 “The Yogurt Laureate” — Chobani’s $300K writer. Adidas’ Samba surge. Carvana’s 1,000% stock pop.
11 Sep 2023
Contributed by Lukas
Chobani, the yogurt co, just hired a writer… with a $300K salary — The internet thought that pay was outrageous, we’ll tell you why it’s not.A...
🇸🇪 “Fluügen-sofa” — Ikea’s maze strategy. Apple’s banned iPhone. SkinnyDipped chocolate.
08 Sep 2023
Contributed by Lukas
Apple stock just lost $210B in value in just 2 days — Because China found an iPhone replacement.Ikea just confirmed that their loopy maze-like store...
💍 “The Ring Price Plummet” — Diamonds’ lab-grown disruption. YouTube’s Millennials vs Gen Z. Polestar’s electric car smartphone.
07 Sep 2023
Contributed by Lukas
Diamond prices have plummeted by 40% this year — Because there’s a 30% chance your engagement ring was grown in a lab.YouTube is going through an ...
🎸 “Eras Tour: The Movie” — T-Swift’s windowing strategy. Airbnb’s NYC crackdown. Credit Cards’ swipe tax.
06 Sep 2023
Contributed by Lukas
Taylor Swift is turning her concert into a movie and it already broke a pre-sale ticket record — But every medium requires a different methodology.A...
🦬 “Prime Time in Colorado” — Deion’s winning strategy. Burger King’s Whopper lie. The Autumn of IPOs.
05 Sep 2023
Contributed by Lukas
Football & baseball legend Deion Sanders is turning around one college football team — And his coaching style is really a business lesson.Burger...
BONUS 🎤🎤 “What makes TBOY tick” — Nick & Jack get interviewed by AdWeek.
30 Aug 2023
Contributed by Lukas
In May, we jumped on the mics for an interview on Adweek’s podcast, Young Influentials. In this 30 minute episode, you’ll jump-in TBOY-s...
📚🏖️ “Our Vacay Reading List” — Creativity Inc (Pixar). Bitter Brew (Budweiser). The Bezos Blueprint (Amazon).
23 Aug 2023
Contributed by Lukas
We’re dropping something vacation-themed: The Best Books Yet. Here are 3 of our favorite pop-biz books we’re bringing to the beach — they contai...
🍦 “King of Cone” — Joy’s ice cream cone monopoly. Skechers’ soccer deal. Tipping’s tipping point.
18 Aug 2023
Contributed by Lukas
It’s our last pod until Tuesday, September 5th as we take our annual vacation… but we whipped up 3 fantastic stories for ya: There are 17K ice cre...
📉 “Another Big Short” — Michael Burry’s Voldemort bet. TJ Maxx’s all-time high. Fogo de Chao’s group dinner.
17 Aug 2023
Contributed by Lukas
Brazilian steakhouse Fogo de Chao just sold for $1B – We found out how it makes twice as much money per restaurant as The Olive Garden. TJ Maxx stoc...
🪓 “I just bought a baseball team nbd” — Atlanta Braves’ stock. Crocs’ collab economy. China’s no-bad-news policy.
16 Aug 2023
Contributed by Lukas
The Atlanta Braves just became the first publicly-traded baseball stock — So we jumped into their roster… which is their earnings report. Ever hea...
🤑 “Girl Math & Guy Math” — Girl Math’s financial savvy. Dunkin’s spiked coffee. UPS’ $170k salaries.
15 Aug 2023
Contributed by Lukas
TikTok trend with 40M views? #GirlMath — So we’re looking at Girl Math, Guy Math, and the financial savviness hidden in those videos. Dunkin’s j...
📚 “Pimp My Dorm” — University spending splurge. Target’s Starbucks bet. Brightline’s Olympics train.
14 Aug 2023
Contributed by Lukas
The WSJ examined 20 years of collegiate (over)spending — but the buck stops with the boards. Target added Starbucks to curbside pickup at 1,700...
🚕 “End Surge Pricing” — Lyft’s anti-surge pivot. Michael Kors’ Team USA. Disney’s subscription math.
11 Aug 2023
Contributed by Lukas
Lyft is trying to end Surge Pricing — But for every business Yin there is a business Yang. Coach is buying Michael Kors for $8.5B — But it’s rea...
☠️ “Portnoy’s pirates” – Barstool’s $1 buyback. WeWork’s worth $0. Cannabis’ beer-quisition.
10 Aug 2023
Contributed by Lukas
Dave Portnoy sold Barstool Sports to a gambling company for $550M, but just allegedly got it back for free — Because pirates don’t wear ties. ...
💊 “The Miracle Drug*” — Wegovy weight loss surprise. MrBeast’s $100M burger lawsuit. Wind Turbines’ falling fiasco.
09 Aug 2023
Contributed by Lukas
The maker of trending weight loss drug Wegovy just discovered it reduces heart disease too — It’s a miracle drug, but only if your insurance appro...
🏈 “The Mac-12 Conference” — Apple + Pac-12 = Mac-12. Zoom’s anti-zoom policy. Warren Buffett’s best quarter yet
08 Aug 2023
Contributed by Lukas
The legendary Pac-12 college athletic conference is on the verge of collapse, so we have a crazy solution to propose – Partner with Apple to turn th...
💋 “The Duchess of Dupes” — Elf Beauty’s dupe dominance. Airlines domestic discount. Robo-taxi’s baseball play.
07 Aug 2023
Contributed by Lukas
Elf Beauty is a top 10 stock of the past 5 years — Because Elf has legitimized the Dupe. There’s 1 part of travel that’s actually cheaper right ...
🛒🐠 “Whole Foods lost my seabass” — Amazon’s Achilles Heel. The Recession’s been canceled. Starbucks’ Chinese mission.
04 Aug 2023
Contributed by Lukas
Amazon just announced stellar earnings, sending the stock to a 1-year high — But Amazon’s Achilles Heel is your grocery order. Bank of America wil...
🥱 “I dream of Pikachu” — Pokemon Sleep’s Humblebrag. KFC’s nugget nuance. The Strip Mall’s real estate resurgence.
03 Aug 2023
Contributed by Lukas
Pokemon Sleep is soaring to the top of the App Store by gamifying your slumber — But its growth hack is the humblebrag. KFC sales surged 19% last qu...
🩴 “Stilettos or Furkenstocks?” — Birkenstocks’ comfy IPO. Bed Bath & Beyond’s resurrection. Big Oil’s electric slide.
02 Aug 2023
Contributed by Lukas
Birkenstock just enjoyed a Barbie bump and is reportedly planning to IPO as soon as September — Because Birkenstock is a Cinderella story… literal...
☄️ “Real Housewives of Pluto” — NASA+ streaming. Jeep’s bummer summer. SoFi’s Jon Snow CEO.
01 Aug 2023
Contributed by Lukas
NASA is joining the streaming wars with NASA+ — Because to win wallets & dimes, you’ve first got to win hearts & minds. Jeep sales have dr...
🗞️🚨 "We launched a newsletter" — Hot vs. Cold Coffee. Threads’ zucking playbook. White Paint’s climate solution.
31 Jul 2023
Contributed by Lukas
Sign up at news.tboypod.com for The Best Newsletter Yet Maxwell House coffee just unveiled instant iced latte technology — Because Ic...
💁♀️ “The Year of the She-conomy” — Barbie, T-Swift, USWNT. McDonald’s new restaurant. TikTok’s triple-zucking.
28 Jul 2023
Contributed by Lukas
The defining moments for the economy so far this year are all feminine — We found the 3 reasons the “economy” is actually the “She-conomy.” ...
👼 “The Mechanical Mary Poppins” — Snoo’s bassinet lesson. Big Tech’s new map app. The Fed’s Smokey The Bear strategy.
27 Jul 2023
Contributed by Lukas
The Snoo is selling $100M of smart baby bassinets every year — But this baby startup borrowed a lesson from BMW. Google Maps and Apple Maps are a na...
👁️ “How we’ll pay ourselves when bots take over” —WorldCoin’s eye-scanner. Spotify’s loser user. UPS’ year of the strike.
26 Jul 2023
Contributed by Lukas
Spotify’s just announced its best user growth ever, but the stock fall 14% — Because sometimes a user can be a loser. UPS just reached an agreemen...
💅 “A Positive Sum Game” — Barbenheimer’s precedent. Twitter’s X-out. Deodorant’s surge.
25 Jul 2023
Contributed by Lukas
Barbie & Oppenheimer enjoyed the 4th best Box Office weekend ever — Because “Barbenheimer” reveals the power of the Positive Sum Game. ...
🍹 “National Tequila Day” — Celebs do Tequila. Chase does Lounges. And Amazon does Space.
24 Jul 2023
Contributed by Lukas
Is it just us, or does every celebrity have their own tequila brand — But when you drink a celebrity liquor, you’re drinking hip hop history. Amex...
🩷 “Barbie, born in 1959” — Barbie’s disruptive history. Netflix’s strike advantage. RIP Starter Homes.
21 Jul 2023
Contributed by Lukas
Everyone’s talking about the Barbie movie, but we want to talk about the Barbie doll — Because Barbie isn’t just a doll, she was an early disrup...
🎥 “It’s huuuuge” — IMAX’s Oppenheimer moment. Skims’ $4B undies. Microsoft’s AI championship.
20 Jul 2023
Contributed by Lukas
“Oppenheimer” debuts tonight on IMAX, so we’re looking at IMAX’s business model — Because it’s a case study flexibility. Kim Kardashi...
🙋♀️ “Soccer’s growth story” — Women’s World Cup $$$. Buses are back. AT&T’s lead empire.
19 Jul 2023
Contributed by Lukas
The Women’s World Cup kicks off Thursday in New Zealand (and Australia) — But we think the Women’s World Cup is a growth stock, while the Men’...
🐐 “iMessi” — Apple’s Lasso Way. Allbirds’ weirdness rule. Accountants’ superhero moment.
18 Jul 2023
Contributed by Lukas
The world’s greatest soccer player, Lionel Messi, just began his career in Miami — But the real winner is actually Apple, who’s master plan is t...
🎙️ “Episode #1,000” — Shopify’s meeting calculator. Opill’s OTC pill. Air Conditioner’s heat wave win.
17 Jul 2023
Contributed by Lukas
Yetis & Besties, thanks to all of you for getting us to 1,000 episodes (it’s a lovely, nice, round number). Shopify thinks meetings waste v...
🌭 “Peak Weiner” — Hot Dogs’ summer. Hollywood’s actor strike. Delta’s international vacay.
14 Jul 2023
Contributed by Lukas
Hot Dogs have been named the “it” food of the summer — because hot dogs are a platform.The Hollywood strike is a lot bigger now that actors...
⚰️ “The greatest gift you can give” — Aretha Franklin’s will. Inflation’s best one yet. Domino’s delivery pivot.
13 Jul 2023
Contributed by Lukas
Domino’s swore it would never use 3rd party delivery apps — But great business minds are willing to change their mind. We just got the best Inflat...
🎢 “Less Epcot, more Amalfi” — Disney’s emptiest rides. Kura Sushi’s surge. She-cession’s finale.
12 Jul 2023
Contributed by Lukas
“Disney World Hasn’t Felt This Empty in Years” — That’s the headline right now for Disney, because Americans are getting their passports sta...
🧃 “Four Loko 2.0” — Prime Energy drink’s trouble. Amazon’s tiny treats. Threads’ greatest weakness.
11 Jul 2023
Contributed by Lukas
YouTubers Logan Paul and KSI launched an energy drink that’s now the target of Congress — because minor customers can lead to major problems. Amaz...
🌐 “The Las Vegas Sphere?” — Sphere’s real reality. China’s tit-for-tatting. Rivian’s 80% surge.
10 Jul 2023
Contributed by Lukas
Las Vegas just unveiled the largest sphere on earth — “Sphere” is actually a publicly-traded stock too, and it previews the future of live enter...
🎀 “Summer of Barbie” — Mattel’s movie blitz. Model A’s flying car. America’s Jobs surprise.
07 Jul 2023
Contributed by Lukas
Mattel’s Barbie movie just put on a master class in marketing — It’s not an ad campaign, it’s an “ad champagne” Today’s Jobs Report is e...
🐦🐦 “Instagram zucks Twitter” — Meta’s Twitter copycat. Insect-based food. Costco’s moocher crackdown.
06 Jul 2023
Contributed by Lukas
We just witnessed a “Stage 5 Zucking” — Instagram has officially copied Twitter with a new app that launches today called “Threads”. Cricket...
😈 “Death by Milkshake” — McDonald’s Grimace trend. Tesla’s supercharger secret. The 4.5-day workweek.
05 Jul 2023
Contributed by Lukas
McDonalds' just pulled off the most viral trend of the year… by accident — The Grimace shake highlights “the Case for Chaos” in Marketing. Tes...
🍼 “Baby Martell is here… the Pod’s not (yet)” — The pod returns Wednesday, July 5th.
30 Jun 2023
Contributed by Lukas
Besties & Yetis, we are so happy to report that Nick and Molly have a healthy baby boy and the family is doing fantastic. After a long labor, we’re ...
BONUS #4 🥗 The Storyteller of Salad: Nathaniel Ru, Sweetgreen Co-founder
22 Jun 2023
Contributed by Lukas
We recorded an interview in a restaurant, none other than Sweetgreen. We interviewed Nathaniel Ru, Co-Founder and Chief Brand Officer of the billion d...
👶 "1 week Baby Break begins… today”
21 Jun 2023
Contributed by Lukas
Nick just dashed to the hospital with his wife to have their 1st baby — we don’t have details yet, but we’ll share them on Instagram and Twit...
🍺 “The new #1 beer” — Modelo’s Millennial Magic. Mercedes’ AI car. Pixar’s missing magic.
20 Jun 2023
Contributed by Lukas
The Bud Light Boycott just resulted in a new #1 US beer: Modelo Especial — This Mexican beer’s boom was drank by Millennials. Mercedes Benz j...
🐝 “Yonce-flation” — Beyonce’s Swedish Inflation. Spotify’s YouTube strategy. Cava’s bistro IPO.
16 Jun 2023
Contributed by Lukas
Beyonce’s concert in Sweden literally caused nationwide Inflation — And it’s the perfect case study to explain all Inflation. Spotify just made ...
🍖 “Maaaa, the meatloaf” — InstaPot’s bankruptcy. Hospitals’ surgery surge. The Economy’s power pause.
15 Jun 2023
Contributed by Lukas
InstaPot has gone from the fastest-growing kitchen appliance to a bankrupt company — Because it ignored the art of aspiration. UnitedHealth’s...
💼 “Hot Cubicle Summer” — Big Tech’s remote reversal. Denver’s championship formula. Reddit’s epic blackout.
14 Jun 2023
Contributed by Lukas
Google just announced you better clock-in at the office… or you may lose your bonus — It’s big tech’s Great Reversal on remote work. The Denve...
🍕 “Frozen > Fresh” — Pizza’s biggest winner. JPMorgan’s Epstein settlement. NYC’s traffic tax.
13 Jun 2023
Contributed by Lukas
Pizza delivery surged during the pandemic, but it’s now gone cold… because of Frozen Pizza. JPMorgan is paying a $290M settlement because it ...
👮🤐 “123456” — Netflix’s password crackdown win. Stocks’ 1-year highs. AM Radio’s Tesla problem.
12 Jun 2023
Contributed by Lukas
The Netflix Password-Mooching Crackdown just began… and we just got the numbers on whether it’s working. Out of nowhere, stocks just hit their hig...
🏠🚗 “Uber vs Airbnb” — The Sharing Showdown. Photoshop’s artificial reality. Lionel Messi’s soccer equity.
09 Jun 2023
Contributed by Lukas
Uber just launched an “airbnb for cars” feature in the app — because Uber may be the biggest threat to Airbnb (and vice versa). Adobe’s p...
🟠 “The Sky is Orange” — NYC’s wildfire insurance. Beauty’s perfume parity. CNN’s reality TV.
08 Jun 2023
Contributed by Lukas
New York City is experiencing smoky air due to fires, and that’s got us thinking about 1 industry: Insurance. Because wildfires in California have m...
⛳️ “Just tap it in” — Golf’s money marriage. Vita Coco’s coconut surge. Coinbase’s big lawsuit.
07 Jun 2023
Contributed by Lukas
The PGA Tour is merging with LIV Golf, because those Saudi pockets are just too deep. A top-performing IPO from 2021? It’s Vita Coco — The st...
😎 “iPhone… for your Face” — Apple’s new iGoggles. Hot Wheels’ inflation-proof toy. Bud Light’s buy-cott.
06 Jun 2023
Contributed by Lukas
The Vision Pro headset is Apple’s biggest product since the iPhone — but does it pass “The Ugly Rule”? We found a 4th inflation-proof product…...
🏆 “Ending on a high note” — The Succession lesson. Tinder’s swiping CEO. Wingstop’s AI chicken.
05 Jun 2023
Contributed by Lukas
0:00 - Intro 1:38 - Hoarders Almanac; Pink Paint 3:51 - Peak End Rule: Succession and Ted Lasso are both over — for good — because to be remembere...
🧘 “Leggings. Latte. Pilates. Repeat” — Alo Yoga’s sanctuary strategy. Cruises’ 104% full problem. Lucid’s EV trust fund.
02 Jun 2023
Contributed by Lukas
0:00 - Intro 1:23 - Highest Paid Mascot 3:45 - Alo Sanctuary: The fastest-growing athleisure brand in America is now Alo Yoga — Because Alo didn’t...
🦾 “Paper menu, please!” — QR Codes’ failure. Delta’s greenwashing lawsuit. Elon’s Chinese feast.
01 Jun 2023
Contributed by Lukas
Restaurants replaced physical menus with QR Codes during the pandemic, but now their use is plummeting — Because this innovation is not solving a pr...
👑 “We analyze Waystar Royco” — Succession’s fictional reality. The Debt Ceiling deal. Casinos’ Blackjack tweak.
31 May 2023
Contributed by Lukas
Even in fiction, there are real business takeaways — So we jumped in TBOY-style to Succession’s Waystar Royco (FYI no spoilers). The President and...
🍜 “Gastrodiplomacy 101” — Korea’s kimchi capitalism. Gmail’s blue checkmark. Clear’s looooong line challenge.
30 May 2023
Contributed by Lukas
Fourteen years ago, South Korea’s government made a strategic decision that would change the future of its economy: Encourage Koreans living abroad ...
🏓 “Snitcher’s hotline” — Airbnb’s anti-party escalation. Twitter’s Fox News dupe. Abercrombie’s mullet surge.
26 May 2023
Contributed by Lukas
Airbnb permanently banned parties last year, but it’s cracking down even more this Memorial Day Weekend with a snitcher’s hotline. Elon’s got a ...
🤖 “AI’s brain cells” — Nvidia’s chip surge. Cava’s hummus IPO. Google & Uber’s robo-taxi.
25 May 2023
Contributed by Lukas
The 6th most valuable company on earth? It’s Nvidia — because not all computer chips are equal. We finally have an IPO this year: It’s Cava, the...
🪙 “$1 trillion coin” — Debt default desperation. Peloton’s full rebrand. Pro Bull Riding’s team up.
24 May 2023
Contributed by Lukas
We’ve got 1 week and 1 day left until the US defaults on its debt, so it’s time to talk about the craziest option left: The Trillion-Dollar Coin. ...
🍩 “Glazed & Confused” — Krispy Kreme’s giveaway strategy. Colorado River’s economy. Globo-Law Firm money.
23 May 2023
Contributed by Lukas
Krispy Kreme stock is up 50% this year thanks to a bold strategy: Take your top-selling product — and then give it away for free. We just witnessed ...
🇯🇵 “Ja-POW” — Japan’s all-time high. BMW’s electric yacht. ChatGPT’s laptop class.
22 May 2023
Contributed by Lukas
Everyone’s talking about China and India, but the real economic story right now is… Japan. BMW’s newest product? It’s an electric yacht, becau...