The Best One Yet
1,695 episodes — Page 29 of 34
Ep 295“The only Will Smith stock” — iRobot’s Cadillac vacuum. Shopify + Walmart vs. Amazon. Airbnb’s anti-racism algorithm.
iRobot is the only robot company that’s WFH right now, but we’ve got a bold idea for its next move: Sell yourself. Shopify shares surged on word it is partnering with Walmart for an unprecedented rebel alliance against the Amazon empire. And Airbnb just whipped up “Project Lighthouse” to fix racism on its platform — We think the entire gig economy could use that.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 294“Throw cash in the $14B Instacart” — Photoshop pulls a Snapchat. Travel stocks go big/go home. Instacart & Doordash raise funds.
Because you’re doing delivery for everything your body consumes, Instacart and Doordash just raised mega fundraising rounds (sorry, you can’t invest in them yet). Adobe wants to make sure Gen Z uses “Photoshop” as a verb, so it just launched a freaky new photo-filtering app. And travel stocks’ latest plummet has made them 2020’s case study in risk/reward.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 293“Why stocks plummeted 7%” — Chewy’s over-eagerness. Zoom’s China drama. The Dow’s 7% drop.
That recovery rally hit a hard Wall Street wall, so we’re looking at why the Dow plummeted 7% for its worst day in months. Chewy is enjoying the current puppy-palooza, but it’s more focused on its anti-Amazon tactic: customer service. And in 1 day we just saw 2 opposite approaches to doing biz in China — Zoom’s way (censor) and a scrappy podcast startup’s way (don’t-censor).Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 292“Selling cannabis shovels” — Scotts Miracle-Gro’s green rush. Grubhub gets acquired. Wave virtual concerts.
Scotts Miracle-Gro is enjoying the pimp yo’ lawn life, but we’re more focused on its other green side hustle. Grubhub was supposed to be acquired by Uber, but now it’s ditching for a European lover. And not-quite-Unicorn-of-the-Day Wave snags $30M to make virtual concerts a thing you take seriously.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 291“Gen T = Generation Tiktok” — Restoration Hardware doubles-down. IBM’s anti-facial tech. TikTok’s business trifecta.
While you’re buying online, fancy furniture retailer Restoration Hardware is tripling-down on the physical world — it’s launching hotels. IBM is actually abandoning its entire facial recognition division on worries it could become a weapon of racial oppression. And put Millennials and Gen-Z aside for a sec — we just got data on what the little kids are watching (hint, we’re calling them Gen T now).Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 290“Make Winnebago-ing a verb” — Thor Industries’ resurgence. DocuSign’s fun funnel. Wahed’s Islami-Fintech
Thor Industries’ sales of Winnebagos over the last month show how vacations have changed. DocuSign is thriving in the corona-conomy, but we’re focused on how e-signatures are just the top of the fun funnel of its true business. And Wahed raised a fresh $25M to scale its shariah-compliant investing product, taking Islami-Fintech to 130 more countries.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 289“The Crocs of Ecommerce” — eBay’s all-time high. Volkswagen’s e-investment. May’s shocking Jobs Report.
Remember eBay? Shares just hit an all-time high, but we think we know how they can keep the mojo going. Germany’s support for electric cars like Volkwagen’s is showing what 21st century investment in infrastructure looks like. And the May Jobs Report pretty much shocked everyone who read it, so we jumped into the little black book of hiring/firing (congrats, dentists).Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 288Yup, it’s a cult stock” — Nikola love/hates Tesla. ZoomInfo is the biggest tech IPO of 2020. American Airlines’ normal data.
Don’t call it Zoom — ZoomInfo is the biggest tech IPO of 2020, so we’re looking at why it jumped 70% on its first day of trading. Nikola is trying to take on Tesla, but it’s really a cult stock right now. And American Airlines’ latest data encouraged investors big time, because they love forward-looking data.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 287“The Bruno Mars IPO” — Warner Music goes public. AMC Theaters’ sequel moment. Campbell Soup’s soup cockiness.
The biggest IPO of 2020 is Warner Music, which just surged 20% on Day #1 of trading. Campbell Soup is thinking your corona-conomy soup-binging is (shockingly) here to stay post-virus. And AMC theaters used a moment of honesty to admit it actually may not survive unless movies come back fast.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 286“The Zuck-ocracy” — Facebook’s super shares. Adidas & Allbirds partner up. Vacasa’s $108M booking.
Shoe rivals Adidas and Allbirds are teaming up on a sustainable sneaker that’s completely redefining what “competition” means. The latest walkouts at Facebook reveal how unique the “Zuck-ocracy” governing style of the social network really is. And even though the travel industry is hit the hardest in the corona-conomy, Vacasa is our “Unicorn of the Day” for because it’s just the slightest bit different from Airbnb. $FB, $ADDYY, $TWTRLearn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 285“Kylie Jenner is the new Luckin” — Neou’s Netflix of burpees. Zynga’s video game collection. Coty Cosmetics’ Kylie Problem.
Turns out Kylie Jenner isn’t quite a billionaire — that messed with Coty Cosmetics stock, but reveals a powerful truth about public vs. private companies. Zynga just shockingly dropped $1.8B to make the biggest tech acquisition in Turkish history, so we’re looking at how Zynga saved itself in the past years. And Neou just raised money as the “Netflix of fitness,” but we’re thinking it needs a different model for the at-home workout megatrend world.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 284“Virtual Reality no-showed the corona-conomy” — MasterClass hits $800M. Williams-Sonoma’s pimp yo crib. Americans gained $$$ in Corona-conomy.
Williams-Sonoma isn’t just living the pimp yo’ crib megatrend — it’s revealing who’s enjoying it the most. Our “Almost Unicorn Of The Day” is MasterClass, which just hit an $800M valuation, but the fundraise highlighted that virtual reality is missing its moment. And you’re probably not shocked that consumer spending dropped last month, but you should be shocked how much Americans are suddenly saving up. Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 283“Guac never forgets” — Chipotle’s early COVID-proofing. Twitter’s un-scared threat. Draft Kings don’t care.
Chipotle’s stock has doubled in the corona-conomy because it’s literally been through its own personal pandemic before. You’ve probably seen the political drama going on between Twitter and the president, but we’re focused on the business side: Why isn’t Twitter’s stock down like 20%? And sports betting apps like DraftKings are living their best life… even though there are no live sports. So we’re looking at how that is humanly possible.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 282“A 3rd degree, category 5 Zucking” — Instagram TV’s YouTube move. Zoox’s (maybe) acquisition. Apeel’s un-expiring avocados.
Zoox had the biggest ambitions in mobility: self-driving, electric, robo-taxis. But now it may sell out to become Amazon’s delivery boy. Instagram’s latest move to share ad revenue with influencers is the first big Zucking of YouTube. And our “Unicorn of the Day” is Apeel, which hit a billion-dollar valuation (thanks to Oprah money) to be the anti-aging serum for your fruit bowl.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 281“This rocket self-drive to space or what?” — SpaceX’s capitalist milestone. Alexa wants podcasts. The COVID-19 umbrella challenge.
Small step for man, giant step for Elon Musk’s SpaceX, as it takes its first human customers to space. Amazon is making moves to invest in local news and sports podcasts because it wants to make “The Audio Wars” a thing. And stocks are up as the economy reopens, but this kinda feels like an “umbrella” situation.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 280“Pure-play Millennial stock” — Elf Cosmetics wins corona-conomy. Apple’s latest Donglegate. HBO Max’s streaming meal.
The mythical Millennial pure-play stock: Elf Cosmetics’ stock jumped 16% on word it figured out how to beat the corona-conomy. We found the latest Dongle-gate from Apple — and it means you may have to splurge on AirPods. And HBO Max debuts tomorrow, so we’re looking at how the latest streaming species is more meal than bite.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 279“Step on the scale! Step off the scale.” — Ford Motor’s “reopening.” MakeSpace’s anti-gig-ness. Our 7-question test of the Retail-pocalypse.
Walk on in to the Ford Factory! Actually, don’t — it just closed down right after reopening because a worker tested positive, making it a metaphor for our economic reopening. MakeSpace snagged $55M of VC funding to try to *not* be “the Uber for storage.” And we just finished the biggest week of retail earnings, so we whipped up a 7-question test to determine if companies are winning or losing in the corona-conomy.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 278“Pimp Yo’ Crib” — Lowe’s megatrend. Facebook becomes a digital catalogue. Clubhouse hits $100M.
Fresh after the first wave of corona-conomy trends, we’re predicting the next megatrend: Pimping yo crib, Lowe’s style. Social network Clubhouse launched this year and just hit a $100M valuation… with only 1,500 users. And Facebook’s newest product transforms instagram from digital magazine to digital department store (so who got Zuck’d this time?).Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 277“Madonna, but for podcasts” — Spotify’s $100M Joe Rogan exclusive. Walmart’s essentiality cape. Moderna’s vaccine bet.
The biggest podcast in the world just went exclusive with Spotify, making it the biggest punch yet in the battle for your ears (Joe's now an orchid in Spotify's gated garden). Walmart’s earnings reveal what happens when one business is made “essential” and its competition is deemed “non-essential.” Someone’s going to win the COVID-19 vaccine race — Moderna is the $30B biotech company whose good trial results just excited markets.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 276“The most unprofitable company on Earth” — Softbank’s garage sale. Peet’s $2.2B re-IPO. Detroit’s Big 3 return.
Even though IPOs are basically not happening, Peet’s Coffee is about to do one because… coffee — they think it’s recession-proof. Startup-obsessed Softbank is the least profitable company in the world right now (cough, WeWork/Uber, cough), so it’s having a tech garage sale. And Detroit’s Big 3 carmakers have re-opened factories, so we’re looking at why that’s the most milestone-y moment of the corona-conomy (FYI, 3M Americans work in auto).Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 275“GIPHY didn’t get Zuck’d” — McDonald’s post-corona playbook. Luckin’s scalding pivot. Facebook acquires Giphy.
Facebook needs to spice up its messaging game, so it’s splurging $400M to control your gif game: Buying Giphy. McDonald’s whipped up a 59-page playbook on how to reopen its restaurants post COVID-19. And remember Luckin Coffee’s $310M fraud last month? It’s pivoting its core biz because it’s more tech than latte.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 274“Work-leisurewear, by Lululemon” — Smile Direct Club’s cavity. Sleeper’s fantasy sports fix. Lululemon’s nirvana COVID moment
Data from Lululemon shows it’s uniquely found balance in the coronaconomy for extremely specific reasons. Smile Direct Club should be the Peloton of oral care, but it simply hasn’t been. And Sleeper is the “not-quite-Unicorn of the Day” after raising $20M from Andreessen Horowitz to finally fix fantasy sports.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 273“Work From Work (still a thing)” — $43M for Pizza-nomics. Google’s 12-mile-high wifi. Commercial Real Estate’s WFW problem.
Google’s secret Loon project just graduated to deliver wifi via balloon globally (and we’re thinking it’s a potential rare double-profit-puppy). Pizza ordering platform Slice is doing the opposite of all the delivery apps — it’s all about pizza-nomics (the unique economic principles of pizza joints). And while the world is straight-up WFH right now (Work From Home), we’re looking at the publicly-traded companies that are straight-up WFW (Work From Work).Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 272“Twitter goes Work-From-Home…Forever” — Uber Eats acquirin’ Grubhub. Vroom’s ecommerce car IPO. Twitter’s WFH megatrend.
New work update from Twitter: You don’t have to come back. Ever. Grubhub stock jumped over 30% on word Uber Eats wants to buy it, calling a Delivery Wars mafia truce. And Vroom is our “Unicorn of the Day” as it plans to IPO its online car sales (aka ecomm cars).Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 271“Bitcoin’s ‘Halvening’ just halvened” — Tesla vs. California. Amazon’s movie theater interest. Bitcoin’s Halvening.
After a year of just chilling, Bitcoin is back and demanding your attention with a once-every-four-years event: “The Halvening.” Elon threatened to move his car company outta Silicon Valley, so we’re looking at Tesla vs. The State of California. And a tabloid with PFWTM (people familiar with the matter) reported that Amazon may be interested in acquiring AMC movie theaters… so we break down this fantasy acquisition. Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 270“How to lose a $2.9B guy in 90 days” — Uber acts like McConaughey. Tinder’s corona-conomy DTR. The worst jobs report ever.
Uber stock rose 18% last week despite an earnings report soaked in blood. Match’s earnings reveal how Tinder has fallen behind, but it’s trying to make it up to everyone with video chat and trivia. And the worst monthly jobs report ever has us comparing what’s happening in the actual economy with what’s happening on Wall Street (spoiler: totally different).Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 269“Peloton, you’re probably too late” — Costco’s worst-in-a-decade. Nintendo’s game drought. Peloton pops another 16%.
Peloton is now worth twice as much as Planet Fitness, so we’re looking at the leading indicators that revealed how that could happen. Costco suffered its first sales drop in 11 years and it’s about to face the family budget gauntlet. And Nintendo profits surged 41% last year, but it’s struggling to develop more games while working from home.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 268“Disney+ > Canada” — Beyond Meat democratizes itself. Pinterest is pre-commerce. Disney’s just too big.
Disney’s so big that its latest earnings report is a microcosm of the entire corona-conomy. Beyond Meat’s goods are so expensive, it just made a profit — but probably shouldn’t have. And we’re looking at Pinterest shares, which plummeted 12% because investors are wondering when your escapism pinning will make them some money.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 267“A stock surge recipe” — Uber drops Lime’s valuation 79%. NBC vs. Streaming’s Achilles heel. Wayfair’s stay-at-home wins.
Uber splurges $170M into Lime — Uber got the better end of the deal as Lime is desperate. Every streaming company is its own species in the Streaming Wars, but NBC may have just solved one of the industry’s Achilles heels. And Wayfair stock has surged (get this) 580% (no joke) in just the last month (seriously), so we’re looking at the signs from back in March that this could have happened.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 266“J. Crew returns itself” — Quibi’s real life drama. Berkshire Hathaway’s 1st public mistake. J. Crew’s bankruptcy style.
Berkshire Hathaway’s annual shareholder day featured Warren Buffett pounding a 6-pack of coca-cola, and then admitting 1 huge stock mistake. J. Crew became the 1st big national retail brand to file for bankruptcy, but we’re not blaming the corona-conomy. And Quibi’s facing a legal drama that they could probably turn into a Quibi show.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 265“COVID-19 ≠ an Act of God” — Amazon trades profits for PR. Victoria’s Secret’s asterisk. Clorox’s surprising surprise.
Amazon shares dropped 8% after CEO Jeff Bezos told the world he’s just not into profits right now. Victoria’s Secret was supposed to be acquired by a private equity firm this week, and it’s all coming down to one dramatic line in legalese. And Clorox’s earnings report didn’t shock us — but its implications on a fad versus a trend did.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 264“Elon goes full Kanye” – Tesla’s surprise profit/outburst. Microsoft’s Zoom killer. Figma’s $2B app blueprints.
Tesla’s profit surprise got overshadowed by Elon’s anti-everything rant, so we’re comparing him to Zuck. Microsoft’s sales surprised investors, but we noticed its passive aggressive ripping on a new enemy. And behind-the-scenes app design software Figma hits a $2B valuation, because software’s not eating the world, apps are.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 263“Everyday is the weekend for Spotify” — Boeing’s $7B cash burn. Streaming Trolls (our sequel). Spotify’s earnings insights.
We listened in on Spotify’s earnings — shares jumped 12% even though you’re not commuting and now love audio meditation. Boeing’s earnings update is a case study in how cash flow is a science, and cash burning is an art. And fresh after we told you Universal Pictures’ “Trolls 2” would change movie math, the movie theaters just responded with the most aggressive open letter we’ve ever seen.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 262“The anti-Amazon rebel alliance” — Shopify’s new shopping app. High Times, the weed chain. Trolls change movie math.
Shopify does everything behind the scenes so brands can have their own ecommerce sites, but they just launched an app to take on Amazon. High Times is the NY Times of weed, but it just acquired a chain of 13 cannabis dispensaries. The new Trolls sequal wasn’t just adorable — its direct-to-streaming pivot may change movie industry math forever.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 261“Hey Instacart, change your whole biz model” — Nestle’s pet passion. VW goes back to work. Instacart’s 1st profit decision.
All your grocery delivery powered Instacart’s 450% growth, so we’ve come up with a plan for their first profit. Volkswagen decided to reopen the world’s biggest car factory, but it’s got a chicken/egg problem. And Nestle’s earnings reveal more about pets than they do about humans — an accelerated trend.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 260“Opposite Day at Domino’s” — PPP + $320B + shaming. DraftKings goes public. Domino’s is better in Corona-conomy.
If you were impressed by Chipotle’s surge in online sales, you’ll be blown away by Domino’s. The Paycheck Protection Program (PPP) just snagged $320B in more funding from Congress, but publicly traded companies are about to get shamed over it. And sports betting app DraftKings decided, ‘what the heck, let’s go public’ — even though there are literally no live sports to bet on right now (except Russian table tennis).Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 259“A tale of 2 Remdesivir trials” — Raytheon’s nuclear-tipped missiles. Unilever is an economic mirror. Gilead’s 2nd COVID trial.
Ben & Jerry’s owner Unilever announced earnings that reflect the product hoarding and usage habits of the entire world (we know you’re not showering). Raytheon snags a nuclear-tipped stealth cruise missile deal that reveals what the defense industry is facing in a corona-conomy. And Gilead’s COVID-19 treatment just had disappointing results from a leaked report — markets react accordingly.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 258“Chipotle is an internet-first burrito factory” — Netflix’s hoarding strategy. AT&T’s triple-whammy. Chipotle’s eLeadership.
Netflix’s corona-conomy subscriber surge wasn’t a surprise — what shocked us was how much (and whether it can last). AT&T’s earnings report confirms our Snacks takeaway from a month ago: It’s facing a triple-whammy of accelerating trends. And while the restaurant industry is hit hard, Chipotle’s CEO made moves that popped the stock 12% Wednesday.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 257“Plant-based sleepover at Starbucks China” — Beyond Meat and Oatly head to China. Local News’ 2 options to survive. DuPont’s diversification pivot.
Beyond Meat and Oatly oat milk wanted to hang out in China, so they’re hitching a ride and hanging out at Starbucks’ house there. Local news is feeling more financial pressure than ever as local ads dry up — we have two ideas for how it can be saved. And DuPont is the oldest company we’ve ever covered on Snacks Daily, but its pivot is totally fresh.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 256“Pasta vs. Oil” – Uber’s unicorn contract. Oil’s historic 200% plummet. Mobile gaming 2.0.
We noticed Uber snagged a nearly $1B government contract that no one is talking about. The price of a barrel of crude oil was $140 when we were in college — and it just plummeted 200% in one day to cost less than your lunch (spoiler: Negative prices may become a thing). And gaming is having such a moment right now, Facebook Gaming lets you live stream your Fortnite to Facebook.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 255“Zuck cancels his Libra moon-landing” — AMC theaters’ expiration date. Gilead’s corona-cure bet. Facebook’s cryptocurrency 180.
The most refreshingly ambitious project of the next decade should’ve been Facebook’s Libra cryptocurrency, but now it just looks like a weird version of Venmo. AMC theaters stock surged 31% after showing off all its cash, though Thanksgiving is its expiration date. And markets surged Friday on word drugmaker Gilead has a COVID-19 treatment that works — and how this went down sounds like a movie script.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 254“Amazon cancels Mother’s Day” — Blue Jeans “One & Only” product. BlackRock tiny fee = huge profits. Amazon’s killing its best sales tricks.
While you were mid-Zooming, rival Blue Jeans was just acquired by Verizon — but we hope it can stay focused on being a “one and only” business. Amazon’s new strategy is all about reversing its old one — it wants you buying less. And BlackRock’s profit puppy takes a really tiny fee on an enormous ocean of money.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 253“Congrats, you now own part of an airline” — Apple’s $399 iPhone shocker. Aaptiv is “the Spotify of Sweat.” Our $25B airline bailout.
Apple decided to announce a new iPhone, but the surprise is in the pricing strategy. The airlines finally got their $25B government bailout, and that means you’ll own part of Delta, United, JetBlue, and the whole flying gang. And our “Maybe Unicorn of the Day” is Aaptiv, which claims to be “the Netflix of Fitness,” but we think it’s really “the Spotify of Fitness.” Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 252“Roku — The People’s Champ of streaming” — JPMorgan is Paul Revere. Thrasio’s 43 Amazon-trepreneurs. Roku is 44% of America.
Big bank earnings season just kicked off, and JP Morgan is yelling a bankruptcy warning throughout the land. The Streaming Wars are enjoying primetime love, but Roku’s latest numbers prove it’s truly the platform of the people. And startup Thrasio just hit a $750M valuation in less than 2 years by hunting down and eating up Amazon-trepreneurs.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 251“Dunkin’s not a land-lord — it’s a Brand-lord” — Google/Apple’s superhero team-up. States acting like companies. Dunkin’s franchise bet.
In the world of fast food, Dunkin’ is 100% focused on a franchise business model — a strength and a weakness in specific economic moments. Rivals Google and Apple are shockingly working together on a new project to end COVID-19 by looking how close you are (literally) to the virus. And we’re seeing how states and cities could go bankrupt because their own business model is kind of like small businesses.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 250👊 “Quibi vs Disney vs Everyone’s Expectations” — Wing’s “X” drone. Exxon’s oil price awkwardness. Quibi’s 1st numbers.
We just got fresh download numbers from Quibi and Disney+ — and it reveals how they’re completely different species of streaming. Oil prices surged on a Saudi/Russia kumbaya moment, but it highlights how little control Exxon has over its profits. And Google’s drone delivery startup, Wing, just saw usage double because it’s doing what it always was supposed to do.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 249💁♀️ “Airbnb can’t sit at Slack’s lunch table” — Away’s humane layoffs. The alphabet-shaped economic recovery. Airbnb/Slack’s debt drama.
Away Luggage is sadly laying off staff because you’re not traveling right now (and don’t need their suitcases), but the extent of benefits and way they announced it reveal a major change in HR strategy. Airbnb is raising $1B debt and Slack's raising $750M to get through the corona-conomy, but the 2 different paths reflect 2 different situations. The stock market’s recovery could look like a “V”...or a “U”...or an “L” — we’re breaking down all the options alphabetically.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 248🍝 “Olive Garden’s single Gnocchi problem” — Lear’s open-the-factory blueprint. Uber’s gig work jobs board. Olive Garden’s survival plan.
Uber’s latest “Work Hub” moves are making it the ultimate default job board for the gig economy. The Olive Garden revealed shockingly big sales declines (and 1 huge sales increase), but we think its future is in emulating clothing retail with omnichannel sales. Lear probably made the seat in whatever car you’re driving in — and it’s also whipped up a blueprint for every company’s post-corona-conomy back-to-work plans.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 247🐉 “Jamie Dimon = The last Targaryen” — Buffett’s “smart money” stock sale. Constellation’s booze blueprint. JPMorgan’s last dragon.
Warren Buffett noticed something in airport data from the TSA that made him rethink his airline investments, so we’re looking at the smart money’s moves. Constellation Brands’ liquors are having a corona-conomy moment, but we’re more fascinated by the powerful slide #12 in its earnings deck. And we’re comparing JP Morgan CEO Jamie Dimon’s experience from the ‘08 financial crisis to the current one — because he’s the last big bank chief still around from the days of Lehman Brothers.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 246🕹️ “Video games are social media now” — WeWork’s $3B is cancelled. Google’s Big Data rebrand. Sony’s PS4 seesaw situation.
WeWork was supposed to get a $3B lifeline from its biggest investor this month, but that just got cancelled because its core business model is a public health risk. The surge in video game demand from companies like Sony in the corona-conomy actually marks an evolution in the term “social media.” And Google’s latest Big Data project could help rebrand the whole Big Tech industry.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.