The Best One Yet
Episodes
🐟 “Revenge of the Funa Sandwich” — Subway’s resurrection. Ye’s Parler acquisition. China’s 5-yr plan.
18 Oct 2022
Contributed by Lukas
Subway, the world’s largest sandwich chain, was sinking on a fake tuna controversy — So it threw the kitchen sink at the problem. After getting hi...
🎮 “Playstation on Wheels” — Sony’s 1st car. Krogertson’s $25B grocery run. Cathie Wood’s lost Ark.
17 Oct 2022
Contributed by Lukas
The 1st tech company to release a car will *not* be Apple — It’s Sony. Cathie Wood’s legendary ARK fund just hit a major milestone that screams ...
🥒 “Peak Pickle Pop?” — Pickleball’s like crypto. TripActions’ business trip. Inflation’s celeb moment.
14 Oct 2022
Contributed by Lukas
Tom Brady. Brené Brown. A multi-billion-dollar hedge fund. They all have bought professional Pickleball teams — but we’re getting FOMO vibes. Tri...
🩳 “Mommmm, can I get this?” — Hollister’s parent trap. Puttshack’s adult mini-golf. Facebook’s $1,500 headset.
13 Oct 2022
Contributed by Lukas
Hollister just fixed the #1 barrier to Kid-commerce: How to get mom’s credit card. Puttshack just raised $150M to keep growing its mini-golf / resta...
🎃 “The $600M clown costume”— Spirit Halloween’s hack. Delta’s flying taxi. TikTok’s secret job.
12 Oct 2022
Contributed by Lukas
We’re jumping in TBOY style to the most important chain in the country right now: Spirit Halloween — they make $600M in 2 months (scary). Delta ju...
😶 “The Great De-Yeezy-ing” — Kanye’s Insta-exit. Netflix’s movie theater. Ben Bernanke’s Nobel Prize.
11 Oct 2022
Contributed by Lukas
In 72 hours, Kanye West said enough stuff to get blocked by social media — but the Ye drama really reveals Elon’s future for Twitter. Netflix just...
🪴 “Pardoned but still cuffed” — Marijuana’s financial crime. Handbag alt-vestments. YouTube’s thumbnail secret.
10 Oct 2022
Contributed by Lukas
Weed stocks just had their best day in 3 years because President Biden loosened the financial handcuffs. Handbags are the hottest alternative investme...
BONUS #1 🔥 The Inventor of Virality: Jonah Peretti, Buzzfeed Founder & CEO
08 Oct 2022
Contributed by Lukas
In our first TBOY interview, we chat with the Founder and CEO of Buzzfeed, Jonah Peretti. Buzzfeed was the first media company built on virality, harn...
🏅 “The Drive-Thru Awards” — Chick-Fil-A’s happy meal. Peloton’s death threat. The Housing Market’s new winner.
07 Oct 2022
Contributed by Lukas
Drive-Thru lanes are now a whopping ⅔ of all fast food orders, and we just got the report on who’s #1 and who’s dead last. The Housing Market ju...
🏎️ “The rich don’t retreat” — Ferrari’s recession shield. OPEC’s new American tax. Crocs’ Hey Dude shoes.
06 Oct 2022
Contributed by Lukas
Ferrari just unveiled its first SUV, starting at $400K — because Ferrari is “as recession-proof as it gets.” OPEC just cut oil production in ord...
☠️ “Chug the Nookie Seltzer” — Liquid Death’s $700M water. Elon's Twitter reversal. Credit Suisse’s Lehman moment.
05 Oct 2022
Contributed by Lukas
Remember yesterday when we said Elon Musk is always in the news 3 days in a row? Now the Tesla CEO has changed his mind and offered to buy Twitter for...
🤖 “Elon built a robot” — Tesla’s humanoid robot. Kim Kardashian’s crypto fine. InnovaFeed’s insect meat.
04 Oct 2022
Contributed by Lukas
The newest product from Tesla isn’t a car… it’s a humanoid robot for your home. Kim Kardashian was just fined $1.2M by the SEC for an Instagram ...
🍭 “What Gen Z Wants (Candy & Cash App)” — The Zillennial Report. Nike’s too-much-Nike problem. Facebook’s death spiral.
03 Oct 2022
Contributed by Lukas
We just got the report on what brands Gen Z likes… and the shocker is how it’s the opposite of Millennials (can we still say Zillennials? TBD). Ni...
🍟 “Adult Happy Meal” — McDonald’s nostalgia. Hurricane Ian’s insurance. LEGO’s specialist game.
30 Sep 2022
Contributed by Lukas
Our TBOY audience survey: https://u0d3uxj78l0.typeform.com/tboypod McDonald’s (finally) unveiled the Adult Happy Meal because: Nostalgia Never Dies...
🎢 “Influencer World” — Dude Perfect’s theme park. Biogen’s Alzheimer’s assassin. Lyft’s acquisition whispers.
29 Sep 2022
Contributed by Lukas
Our TBOY Survey: https://u0d3uxj78l0.typeform.com/tboypod Lyft’s stock has dropped so much, it may be thinking about the A-Word: Acquisition (“Lyf...
🍕 “Pizza is always trending” — Domino’s pizza non-fatigue. US Dept of TikTok. Harley’s 1st eHog.
28 Sep 2022
Contributed by Lukas
Our TBOY Survey: https://u0d3uxj78l0.typeform.com/tboypod To deal with the Chinese threat of TikTok, our government just came up with an idea: Overse...
🥩 “The Plant-Based Myth” — Beyond Meat’s virtue issue. Hopper’s vacation game. The British Pound’s opposite day. Episode for Sep 27, 2022
27 Sep 2022
Contributed by Lukas
Beyond Meat just sank to an all-time low after a new survey revealed a problem with plant-based meat: You think it’s lying. Investors are literally ...
🏈 “7 years younger” — Amazon’s football stats. Polaroid’s musical pivot. Steelcase’s ultimate office stock.
26 Sep 2022
Contributed by Lukas
Big Tech is gang-tackling the NFL: First Amazon won Thursday Night Football, now Apple owns the Super Bowl Halftime Show. Camera icon Polaroid just pi...
😻 “Jay-Z’s Laser Eyes” — Cash App’s Bitcoin issue. Walmart+’s reverse Santa. Lithium’s gold rush.
23 Sep 2022
Contributed by Lukas
Walmart has whipped up a solution to the “Ugly Underbelly of Ecommerce”: it will come directly to your door to pick up your returns. Is Block, the...
😬 “The Snaggletooth Stock” — SmileDirectClub’s matrix. Spotify’s spiderweb book. The Fed’s game of chicken.
22 Sep 2022
Contributed by Lukas
Millions of Americans’ pandemic secret was those invisible adult retainers — but SmileDirectClub stock has now fallen 95%. Spotify finally launche...
💄 “$3 for life” — Elf’s sacred makeup. Peloton’s rowing revenge. Big Tech’s M&A R&D.
21 Sep 2022
Contributed by Lukas
Peloton finally launched its new rowing machine… for $3,200… because “Health & Wellness” is now “Wealth & Wellness.” Elf Beauty will never...
☄️ “Party in my Space Suite” — Hilton’s outer-space hotel. Uber’s hack job. The mall’s bicep hero.
20 Sep 2022
Contributed by Lukas
The #1 way to save your sinking local shopping mall? The gym (Barry’s Bootcamp is the new Bloomingdale’s). The newest company to jump into the spa...
💍 “#BamaRush Made Me Buy It” — Kendra Scott’s jewelry. FedEx’s concert problem. Ford Mustang’s dealer deal.
19 Sep 2022
Contributed by Lukas
Kendra Scott jewelry is now worth billions because she focused on college football — Alabama earrings, not New York necklaces. You can blame 1 compa...
🐸 “Stop scanning my mangoes” — Self-Checkout’s leapfrogging. New York Times’ mealkit. Adobe’s $20B acqui-baby.
16 Sep 2022
Contributed by Lukas
It’s not just you… The number of self-checkout machines have doubled in grocery stores, but they’re also facing “The Leapfrog Effect.” The N...
🐏 “I gave away $3B” — Patagonia’s ultimate donation. Amazon’s NFL play. Railroads’ road rage
15 Sep 2022
Contributed by Lukas
After a $13B deal, NFL football begins on Amazon tonight, streaming exclusively for the 1st time ever - because football is the holy grail. The founde...
🚴♀️ “eBikes are the new Pickleball” — Electric Bikes’ subsidy moment. Starbucks’ hacienda loyalty. Kellogg’s inflated water cereal.
14 Sep 2022
Contributed by Lukas
Yes, you’re noticing more electric bikes on the streets — Because e-bikes just beat road bikes. Starbucks just unveiled the future of loyalty at i...
👗 “Dressed to Party… at Work” — Rent The Runway’s bleisure. Crypto’s merge madness. Facebook’s #FaceFail
13 Sep 2022
Contributed by Lukas
Noticed that Bitcoin and Crypto buzz? It’s because this week is Crypto’s biggest day of the year: We explain The Ethereum Merge. Rent The Runway’...
🟢 “Who’s the green text?” — Apple’s iMessage bullying. MrBeast’s burger strategy. Restoration Hardware’s private hotel.
12 Sep 2022
Contributed by Lukas
If you’ve ever had that guilty feeling of being the green text on an iPhone text chain, then this pod is for you: Apple and Google are battling over...
🛥️ “I’m on a boat” — MasterCraft’s starboard stock. OpenTable’s revenge dining. AMC’s monkey money.
09 Sep 2022
Contributed by Lukas
MasterCraft, the boat company, just enjoyed its most profitable year ever, but it’s worried about 2 things: Golf and Netflix. If you can’t get a d...
🤕 “Apple Watch saved my life” — Apple’s life-saving watch. Instacart’s celeb recipe. Quiet Quitting’s reality check.
08 Sep 2022
Contributed by Lukas
Apple didn’t invite us to its huge annual product event (again), but it all came down to our Takeaway: while tech is focused on virtual reality, App...
♨️ “World’s not-best coffee” — Blank Street’s brew. Porsche’s IPO principle. Germany’s firewood frenemy.
07 Sep 2022
Contributed by Lukas
You thought buying a Porsche was expensive? Porsche is going public at an $84B valuation because Porsche mastered “The Porsche Principle.” The fas...
🏖️ “Beach bum billionaire” — Tommy Bahama’s chair. Amazon’s LOTR trolls. Adidas’ Kanye crash.
06 Sep 2022
Contributed by Lukas
While we were on vacation, we noticed that the #1 beach chair (by far) is made by one company… yet they don’t even make the product: Tommy Bahama....
🎤 BONUS: “An interview… with us” — Nick & Jack interviewed by Colin & Samir.
29 Aug 2022
Contributed by Lukas
We’re on vacation until Tuesday, September 6th, but we decided to whip up a Bonus Episode for ya. Earlier this summer, we sat down with Creator Econ...
🐉 “Games of Thrones vs Lord of the Rings” — Biggest Budgets Ever. Estée Lauder’s Lipstick Index. Manchester United’s Mis-Valuation.
19 Aug 2022
Contributed by Lukas
Game of Thrones and Lord of the Rings are about to drop new series with the biggest price tags in entertainment history: $40M per episode… and that ...
🎃 “Happy Halloween NOW” — Target’s 80/20 rule. Private Jets’ country-club-ification. Calm’s meditation situation.
18 Aug 2022
Contributed by Lukas
Target revealed it’s already selling its 1st Halloween items (in the summer) because it's focused on the 80/20 Rule. Private Jets, from Taylor Swift...
🧀 “1 Veltini with 2 olives” — Velveeta’s stunt strategy. Los Angeles’ savior stock. Walmart’s Spongebob halo.
17 Aug 2022
Contributed by Lukas
Velveeta is the one Pandemic product that keeps on winning because the melty cheese pivoted from ads to stunts. Walmart’s earnings pulled up the ent...
🦄 “The 2nd Coming of Adam” — WeWork’s unicorn surprise. SoulCycle vs Peloton. Clear’s airport penguin.
16 Aug 2022
Contributed by Lukas
WeWork co-founder Adam Neuman is back and riding a brand new unicorn… His startup Flow is already worth $1B (and it’s just a website). SoulCycle i...
🩲 “The Undies Economy” — Parade’s $200M underwear. Cable TV’s grandma fee. Rivian’s Indonesia problem.
15 Aug 2022
Contributed by Lukas
Tech stocks are down, so Venture Capitalists are jumping into your underwear. Charter Communications is a case study in Cable TV’s strategy: For eve...
🍕 “Quitaly” — Domino’s pie-rish exit. Disney’s streaming kingdom. Planet Fitness’ value.
12 Aug 2022
Contributed by Lukas
Disney just won the game of thrones — it passed Netflix in streaming subscribers. Domino’s made a bold bet to expand to Italy… but now it’s qu...
🏀 "The $500M High School Jock" — Overtime Sports's teenager league. Sweetgreen's missing salad. Inflation's celebrity report.
11 Aug 2022
Contributed by Lukas
What if we told you that venture capitalists and NBA players and Venture Capitalists just poured $100M into a sports league purely for high school kid...
🤮 “The Rent Is Too Damn Higher” — Housing’s spillover effect. Lyft’s backseat tablets. Videogames’ 1 step backward.
10 Aug 2022
Contributed by Lukas
If you're worried your Landlord is about to jack up your rent, it’s because they probably are… and it’s because of the Spillover Effect. Lyft is...
💰 “Lean Media gets Fat Checks” — Axios’ bullet point. The Climate Bill’s Tesla goal. Oatly’s martyr milk.
09 Aug 2022
Contributed by Lukas
Help create the next Tesla: That’s the goal of the biggest climate bill in the history of the climate, which just passed. Newsletter startup Axios j...
🦇 “Batgirl For Never” — DC Comics’ cancellation. Colleges’ merging. Amazon’s iRobot deal.
08 Aug 2022
Contributed by Lukas
Batgirl has already cost $90M to film and produce, but it was still canceled last week because Warner Bros hasn’t figured out “The Franchise Formu...
🧊 “Iced Hot Girl Walk” — Starbucks’ latte flywheel. Ford’s Jeep-killer. TikTok’s musical frenemy.
05 Aug 2022
Contributed by Lukas
Starbucks served up record sales thanks to 16-year-olds ordering insanely complex cold drinks. TikTok noticed a funny thing you do when you’re on Ti...
🏋️ “$50 gym fee” — Marriott’s suck-flation. Robinhood’s price problem. Molson’s draught divide.
04 Aug 2022
Contributed by Lukas
If you’re traveling right now, did you have to pay extra to use the pool? We gotta introduce you to… Suck-flation. Your beer choices are messing w...
💃 “The Wedding Crasher outfit” — Abercrombie’s perfect dress. Taiwan’s most important company. Boatsetter’s Airbnb-share.
03 Aug 2022
Contributed by Lukas
Abercrombie’s best-selling product right now isn’t a cologne, a polo shirt, or cargo shorts: It’s a $100 wedding dress. You’ve probably heard ...
⚡ “Big Drink Energy” — Celsius’ Pepsi deal. Bird’s Millennial scooter. GM’s White House meeting.
02 Aug 2022
Contributed by Lukas
Bird Scooters has become a penny stock because VCs aren’t paying for half your ride anymore. Pepsi is investing $550M into Celsius Energy Drinks, an...
🐎 “Apple + Lamborghini = iCar rumors” — Apple’s Trojan Horse. BeReal’s selfie moment. TicketMaster’s Sprinsteen price.
01 Aug 2022
Contributed by Lukas
Apple just hired a Lamborghini vet… and we think Car Play is Apple's Trojan Car Horse. BeReal is #1 overall in the App Store right now — so natu...
🧴 “Lather my back, TJ” — Trader Joe’s $9 sunscreen. JetBlue’s boring-est flight. Our anti-Recession recession.
29 Jul 2022
Contributed by Lukas
The biggest business battle of the summer may be over a $9 bottle of Trader Joe’s sunscreen (vs Supergoop). JetBlue just acquired Spirit Airlines so...
🌮 “RIP: Choco Taco” — Unilever’s Thin-flation. Puma’s 5th sport strategy. Chips’ love moment.
28 Jul 2022
Contributed by Lukas
Puma gets no attention as the 3rd biggest sports apparel company, but it’s winning by playing where others don’t want to. Choco-Taco is considered...
✊ “Make Insta Insta Again” — Kardashian’s Facebook protest. Glossier’s Sephora-man. Russia’s economic lie.
27 Jul 2022
Contributed by Lukas
We’re witnessing the most existential zucking of our time: Instagram is copying TikTok (and the Kardashians are really unhappy about it). For years,...
🎀 “The secret sauce to Pink Sauce” — Pink Sauce’s growth hack. Marvel’s superhero ROI. Weber’s broken grill.
26 Jul 2022
Contributed by Lukas
Pink Sauce has gone viral, but its growth hack was not explaining what it is. At Comic-Con, Disney revealed 2 more phases of its Marvel Cinematic Univ...
🧸 “Elon’s 1st doll” — Mattel’s SpaceX fan-vestor. Coinbase’s 1st insider trading. Snapchat vs Amex.
25 Jul 2022
Contributed by Lukas
Mattel sales jumped thanks to Hot Wheels, but its newest toy partner is… Elon Musk’s SpaceX. A Coinbase product manager was charged with the first...
🫁 “Bezos harvested my kidney” — Amazon’s One Medical catchup. FaZe Clan’s video gamer stock. AT&T’s phone-bill fiasco.
22 Jul 2022
Contributed by Lukas
FaZe Clan is a video game team that now has a publicly traded stock. Amazon just jumped into your doctor’s office by acquiring One Medical (“pagin...
🥿 “I love your mules, dude” — Mule’s comfort economy. Amazon’s fake weeding. Fusion Nuclear’s hail mary pass.
21 Jul 2022
Contributed by Lukas
Amazon is suing the people behind 10,000 Facebook Groups for their fake review schemes because we all pay the Bot Tax. Mules shoes have jumped from wo...
🐔 “Nuggets 4 life” — KFC’s Window of Loyalty. Air Conditioner’s duct tape. Netflix’s stoooooop.
20 Jul 2022
Contributed by Lukas
KFC is launching their first chicken nugget in their 92 year history — because the window for their chicken loyalty is closing fast. With extreme he...
🐟 “The Barbra Streisand of Tuna” — Subway’s funa sandwich. Snapchat’s zoom-eater. Delta’s lost bag flight.
19 Jul 2022
Contributed by Lukas
A judge just ruled that Subway can be sued over its tuna sandwich… So it’s time to discuss “The Barbra Streisand Effect.” After 10 years, Snap...
🐝 “BeyTok” — Beyonce’s TikTok. Wordle’s board game. Big Tech’s fear managers.
18 Jul 2022
Contributed by Lukas
Beyonce has finally joined TikTok, but the real story here is how TikTok’s beating Google. The NYTimes and Hasbro are turning Wordle into a physical...
🦸♂️ “Ironman… In Real Life” — The Tony Stark startup. Coors Light Super Bowl. BMW’s heated seat fee
15 Jul 2022
Contributed by Lukas
Budweiser was the exclusive beer sponsor of the Super Bowl until today — and that made Molson Coors the most creative beer in advertising. The found...
😘 “Welcome to Super Elite Hottie Club” — Tinder acquires The League. Sports mascots’ big money. Inflation myth-busting.
14 Jul 2022
Contributed by Lukas
Tinder just acquired a dating app so exclusive, we couldn’t even jump in TBOY-style — Because dating isn’t about love, it’s about time. Ducks…...
🎹 “Wordle… but for Bohemian Rhapsody” — Spotify’s trivia acquisition. Pepsi’s double-dipped chip. Dollars vs Euros.
13 Jul 2022
Contributed by Lukas
Trivia: What startup did Spotify just acquire? Answer: A music trivia game that rhymes with Wordle (because “discovery” is audio’s biggest probl...
🪳“Twitter has termites” — Elon’s $44B excuse. Truff’s hot sauce $trategy. Uber’s secret files.
12 Jul 2022
Contributed by Lukas
Elon Musk is canceling his deal with Twitter and here’s how we’re visualizing it: A house with termites. Truff created the most expensive hot sauc...
🌭 “The world’s cheapest wiener” — Costco’s hot dog strategy. SpaceX’s 1st yacht. HBO’s ad-pology.
11 Jul 2022
Contributed by Lukas
The price of everything is going up… except for the $1.50 Costco Hot Dog & Soda combo (because the co-founder will kill the CEO if it’s a penny mo...
😈 “Radio$#@&k” — RadioShack’s vulgar strategy. Virgin Galactic’s mothership. The end of online returns.
08 Jul 2022
Contributed by Lukas
RadioShack went bankrupt 7 years ago, but its Twitter account has never been more alive. Virgin Galactic figured out how to financially get you into s...
🧸 “40-year-old Lego master” — The Kidult toy economy. The Amazon GrubHub sweetener. The major questions doctrine.
07 Jul 2022
Contributed by Lukas
The fastest growing segment in toys… is grownups (we’re talking middle-aged fans of Legos, scooters, and dolls). Amazon just invested in GrubHub t...
🍽️ “It's a Tesla restaurant AND theater” — Tesla’s 1st diner/theater. Minions’ viral movie. Slutty Vegan’s $100M bun.
06 Jul 2022
Contributed by Lukas
What if we told you that Tesla was opening a drive-thru restaurant with a drive-in movie theater? They just filed a permit for one in LA. The Minions ...
🍉 “HarryStyles+” — Apple’s concert strategy. College Sports’ super leagues. BlockFi’s 99% drop.
05 Jul 2022
Contributed by Lukas
Apple just launched a concert series with Mary J Blige and Harry Styles because in a Recession, Subscription is the Prescription. LA’s 2 top univers...
🍊 “Pamplemousse Problems” — LaCroix’s minivations. Zigazoo’s kindergarten app. Airplanes’ new bunk beds.
01 Jul 2022
Contributed by Lukas
If you’re hitting the beach tomorrow with a pack of LaCroixs, know that you’re drinking minivation, not innovation. And if you’re flying today, ...
🥃 “An $816,748 gin-vestment” — Rare Whiskey’s record shot. Period Apps’ privacy power. TikTok’s new king.
30 Jun 2022
Contributed by Lukas
The most expensive bottles of whiskey ever were just sold in an airport, because where there’s Inflation, there’s gin-vestment opportunities. Afte...
🥳 “Party Pooper with a Purpose” — Airbnb’s canceled party. Olive Garden’s unlimited hiring breadstick. Rivian’s Adventure Network.
29 Jun 2022
Contributed by Lukas
Bad news for keg stands: Airbnb just permanently banned parties at airbnbs, because it’s down with a little friction. The Olive Garden just hit pre-...
🍫 "M&Ms > Coke" — Mars' pet candy. The Great Latte House Lie. Russia’s debt default wingman.
28 Jun 2022
Contributed by Lukas
The mysterious and private Mars Candy Company just shared its numbers with us for the 1st time: More M&Ms than you think… and more veterinarians. Ha...
🥔 “Proudly a Couch Potato” — La-Z-Boy’s Greek Mythology. Roku’s TVcommerce. Roe v Wade’s economics.
27 Jun 2022
Contributed by Lukas
Shocker: La-Z-Boy jumped 11% on a record quarter because it borrowed a lesson from Ancient Greek mythology. Roku and Walmart just partnered up so you ...
💀 “I speak to dead people” — Alexa’s dead grandma mode. Little Caesars' NFL pizza. Juul’s vape-ocalyps
24 Jun 2022
Contributed by Lukas
The newest feature from Alexa impersonates the voice of your dead relatives (Yetis, we need to talk about the Jeff Goldblum Principle). Little Caesars...
⛱️ “Happy Gas Tax Vacation” — $0.18 cents off gas. Magic Spoon’s cereal revenge. The Obamas’ pod move.
23 Jun 2022
Contributed by Lukas
Remember yesterday when Kellogg told us that cereal is dead? Well, startup Magic Spoon just raised $85M… for Millennial cereal. Just as you spiral i...
🍿 “Snacks ate everything” — Kellogg’s disowns cereal. Chanel’s V-VIP store. Instagram’s TikTok zucking.
22 Jun 2022
Contributed by Lukas
We looked at our instagram feed over the weekend, and we found TikTok (all our friends’ posts were gone). Kellogg, the sultan of cereal, is splittin...
🌴 “Welcome to Amazon Resort” — Amazon’s luxe influencers. The Warriors’ software championship. Elon’s tweet-and-greet.
21 Jun 2022
Contributed by Lukas
The Warriors won the NBA Finals, but the real MVP was a shot-tracking startup called NOAH. Amazon just took over a luxurious all-you-can-anything Mexi...
🔺🔴🟥 “Squid Game… but it’s real” – Netflix’s reality show. LEGO’s US factory. Jokr’s Millennial lifestyle.
17 Jun 2022
Contributed by Lukas
Netflix is so desperate for Season 2 of Squid Game to be a success… that it’s turning the horror show into a reality TV show. Lego is finally buil...
⚽ “Going full Ted Lasso” — Apple’s $2.5B soccer deal. Miso’s robot army. The Fed’s huge punishment.
16 Jun 2022
Contributed by Lukas
Major League Soccer just became the first pro sports league to jump 100% from cable to streaming — and it’s doing it with Apple. Miso Robotics’ ...
🥗 “Ronald slaughtered his salads” — McDonald’s people pleasing. NextDoor’s new neighbor. Florida’s “Real Zero” trademark.
15 Jun 2022
Contributed by Lukas
McD’s is cutting a bunch of items from its menu… and we noticed it’s all about slaughtering the salad. While stocks are falling, 3 big investors...
🧠 “A robot that feels” — Google’s human-ish chatbot. Jack & Coke’s perfect fit. Celsius’ bad crypto apple.
14 Jun 2022
Contributed by Lukas
Google has built an AI chatbot that’s so good, one engineer thinks it feels emotions… like a 7-year-old human. Jack Daniels and Coke is the most o...
✏️ “Mr. Beyonce taught me Bitcoin” — Jay Z’s Crypto Academy. Spotify’s podcasting double-dip. Permian Basin’s whispering oil.
13 Jun 2022
Contributed by Lukas
Spotify just revealed the financial numbers behind your podcast listening, so we’re whipping up the Takeaways for ya. Jay Z and Jack Dorsey just par...
⛳ “Unhappy Gilmore” — Golf’s Saudi sportswashing. Jones Road’s micro makeup. Waymo’s truck brains.
10 Jun 2022
Contributed by Lukas
The golf industry is going through its biggest drama since Shooter McGavin, because we’ve entered the age of sportswashing. Jones Road’s cosmetics...
🌮 “It’s got a taco elevator” — Taco Bell’s drive-thru supreme. Summer’s housing test-drive. Shopify’s new king.
09 Jun 2022
Contributed by Lukas
Taco Bell just opened a restaurant that sits on stilts, because a nacho elevator defying gravity is the future of drive-thru. Summer is a startup that...
🍬 “Fruity Pebbles Latte, please” — Nestle’s coffee creamer-copia. Palantir’s perfect pitch. Target’s fire sale.
08 Jun 2022
Contributed by Lukas
Nestle sees America is consuming record amounts of coffee, so it’s piggybacking with record coffee creamer sales — and making it sweet. Palantir’...
🍷 “Rando Merlot vs Pricey Pinot” — Duckhorn’s Millennial wine thesis. Apple’s chicken/egg iMessage. Solar stocks’ dodgeball.
07 Jun 2022
Contributed by Lukas
One of the very few stocks up right now is Duckhorn Wines… because they know Millennials will pay more for a pricey pinot. Apple’s Worldwide Devel...
🍄🍌 “I drive a Mario Kart” — Nintendo’s magic kingdom. Poparazzi’s anti-Instagram. Jamie Dimon’s hurricane.
06 Jun 2022
Contributed by Lukas
Poparazzi became the #1 app in the App Store because it gives control of your social media profile… to your buddies. Jamie Dimon just warned that th...
⛈ “It will rain at 3:18pm… in 1 year” - Salient’s super weather app. HP’s perfect conference room. Sheryl’s automation complication.
03 Jun 2022
Contributed by Lukas
Salient just raised money to predict the weather… for a year from now. Just after Elon said you can’t work from home, HP dropped $3B for a company...
⛹️♂️ “Gucci, Prada, Lebron” — The NBA’s luxury love. Elon’s anti-remote rant. Delta’s summer upgrade.
02 Jun 2022
Contributed by Lukas
As the NBA finals begin tonight, we highlight the league’s new strategy: Luxury, luxury, luxury. If you work for Tesla and want to work from home…...
👨🎤👨🎤👨🎤 “A Jonas Bro texted me nbd” — Jonas Brothers’ superfan startup. Top Gun’s popcorn payoff. Roomba’s brain strategy.
01 Jun 2022
Contributed by Lukas
Instead of posting to Instagram, the Jonas Brothers will now text you their best pics and vids (for a price), because creators want to go direct-to-co...
🔌 “How’s the battery range?” — Our electric car odyssey. Burger King’s worship brand. Baby Unicorns’ warning letter.
31 May 2022
Contributed by Lukas
We just put our electric cars to the ultimate test: The MDW Road Trip (so we’re taking you on our Electric Odyssey). Burger King’s making burgers ...
🕺 “Bringing Unsexy Back” — Justin Timberlake’s $100M music. Petco’s PUPPY. The NFL’s Football+
27 May 2022
Contributed by Lukas
Petco’s CEO thinks they are recession proof because people ultimately prioritize puppies, yeah. Justin Timberlake just sold his music for a reported...
👚 “Moms popping collars” — Abercrombie’s nostalgia fire. Amazon’s Airbnb move. Glencore’s bribe rooms.
26 May 2022
Contributed by Lukas
Abercrombie just had its worst day ever, but here was the real surprise: It’s best customers aren’t teens, they’re nostalgic Millennials. Amazon...
👑 “Kim Kardashian’s cool table” — Snapchat’s 40% ghosting. Beyond Meat’s Kim-bassador. Walmart’s drone championship.
25 May 2022
Contributed by Lukas
Snapchat just ghosted the whole market for its worst day ever, but there’s one word it won’t say: Voldem-. Beyond Meat’s new turnaround plan is ...
🤪 “Billion-Dollar Bobblehead Dolls” — Funko’s bobblehead unicorn. Boston Beer’s weed teapot. Buy Now Pay Later’s disguise.
24 May 2022
Contributed by Lukas
We just discovered the 1st ever pureplay bobblehead doll stock: Funko. Since hard seltzer is out, Boston Beer’ is betting on a new innovation curve ...
🥢 “Crazy Rich Weeeeeeeee” — Weee!’s ethnic food app. Carnival’s wedding cruises. Baby Formula’s 90% problem.
23 May 2022
Contributed by Lukas
Just before a record summer of weddings, Carnival Cruises is reintroducing its port-side profit puppy, the Wedding Cruise. Weee! isn’t just the best...
🪨 “The Rock’s football league” — The XFL’s 3rd try. Jamie Dimon’s anti-bonus. Marriott’s ad vacay.
20 May 2022
Contributed by Lukas
The NFL’s rival league, the XFL, was just acquired by… The Rock. As we jump into a record travel season, Marriott wants to cover your hotel room w...
🌮 “Uno. Dos. Taco.” — Duolingo’s language cafe. Target’s tumble. Women’s Soccer’s payday.
19 May 2022
Contributed by Lukas
Target and Walmart stocks just had their worst days since 1987 because you’re not buying TVs anymore - you’re buying Barbie Dolls. The language-le...
🍹 “Bachelorette by Uber” — Uber’s fun strategy. (in)Direct-to-Consumer. Google’s no clue office.
18 May 2022
Contributed by Lukas
Casper. Allbirds. Warby Parker. The Millennial-infused Direct-to-Consumer unicorns you love are injured, so they’re going indirect. Uber just unveil...
🦋 “Kendrick Lamar doesn’t Venmo” — Cash App’s rap battle. Bitcoin’s anti-bro. McDonald’s de-arching.
17 May 2022
Contributed by Lukas
Kendrick Lamar dropped his first album in 5 years, but to get the best tickets you need a fintech app. Shocker: One of the rockstars of crypto just ac...
🐔 “#HoldTheDeal” — Elon’s Twitter buyer’s remorse. Beyond Meat’s jerky jerk. Sonos’ kinda smart speaker.
16 May 2022
Contributed by Lukas
Elon put his Twitter deal on hold because he’s got billion-dollar buyer’s remorse (and it could leave Twitter in shambles). Beyond Meat’s bettin...