The Best One Yet
1,695 episodes — Page 30 of 34
Ep 245♨️ “The greatest fraud in coffee history” — Luckin plummets 76%. YouTube will rip off TikTok. Altria’s Juul collusion.
China’s Luckin Coffee lost $5B in value in 5 minutes on word the company made up its numbers last year. YouTube pulls a Facebook-on-Snapchat and copies TikTok because it wants mobile video. And Marlboro-owner Altria is being told by the government it should reverse that whole Juul investment it made — because it was really a collusion deal.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 244🤦 “Carnival’s Panama Problem” — HBO’s Hulu coup. McCormick spice’s seesaw situation. And Carnival’s bailout problem.
Attend our 1st ever LIVE “Snacks Break” virtual event @ 3pm EST on Friday 4/3 by registering at rbnhd.co/snacks-break — We’ll be whipping up our 3 mega takeaways on the corona-conomy.On today’s pod… Carnival Cruises was already facing a no-one-is-cruising-right-now moment — but now its Panama corporate citizenship is messing with its desperate bailout needs. HBO just made a critical hire for CEO of Warnermedia during the most important month for streaming of the year. And McCormick spices dipped 2% after its earnings because it’s facing what we’re calling the “seesaw situation” in the corona-conomyLearn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 243🤯 “Amazon’s biggest stress test” — Via’s $200M carpool fundraise. A Zoom privacy problem. Amazon hits crunch moment.
We haven’t had an Amazon story during the entire corona-conomy — now it’s facing its crunch moment. Zoom became the most popular free app in the world, but now it’s facing its 1st major privacy investigation. And our “Unicorn of the Day” is ride-share under-puppy Via — it just raised $200M for AI-powered busses in the strangest timing for a ride-share investment yet.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 242🧟♂️ “HQ Trivia’s Frankenstein/Queer Eye moment” — Eggs are the new TP. Johnson & Johnson’s Da Vinci Code COVID-19 announcement. HQ Trivia’s revival.
Fresh after shutting down in February, HQ Trivia has been resurrected during this crucial moment for stay-at-home apps — and the announcement came via push notification. Cal-Maine is the largest egg producer in the country and it’s having a moment right now (eggs are essentially essential). And Johnson & Johnson shares jumped 8% on word it may be leading the race-for-a-corona-cure.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 241🧘♂️ “Lululemon’s pandemic-proof mantra” — Nike is a close-talker. Fast beats Amazon/Apple/PayPal. Lululemon’s Power of 3.
It’s been one year since Lululemon set an intention known as its “Power of Three” — and sticking to its 5-year plan has become pure corporate leadership in the coronaconomy. Startup “Fast” raised a new round of financing from Stripe to solve online shopping cart anxiety, but its real power is as a Big Tech outsider. And Nike’s earnings report reveals a valuable Wall Street strategy: Be a “close talker.”Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 240👉 “3.3M Americans laid off in 1 week” — Lime'de-horned. Target’s neglected profit puppies. The economic pain begins.
Fresh after the latest two-trillion-dollar stimulus package, we got news of the red wedding week for American workers — 3.3M filed for unemployment last week. E-scooter legend Lime already pulled out of 99% of the cities it scoots around in, but a new fundraise could drop its valuation by 80%. And you’d think Target is living its best life right now, but a surprise report reveals that its profit puppies are getting no love.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 239🤸🏿♀️ “ClassPass’ work-from-home burpees” — $2T stimulus bill math.Twitter’s ad-pocalypse. Return of the eWorkouts.
Stocks popped (again) because the economic rescue bill finally passed the Senate, so we put the $2T spending total into a spreadsheet for you. Twitter and Facebook are enjoying bandwidth-breaking usage, but they’re about to face the ad-pocalypse of 2020. And workout platform ClassPass is launching virtual workouts — 1 year after they first tried the same exact thing and failed.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 238🍍 “Marijuana’s lockdown liftoff” — Pot stocks pop. The “Project Apollo” war effort/ Cat Person’s spinoff launch.
Businesses like Ford and 3M are entering phase they haven’t hit in decades: War Effort mode. The Harry’s Razors innovation arm whipped up its 2nd startup — a direct-to-consumer cat brand called Cat Person that’s changing direct-to-consumer. And marijuana companies faced an oversupply problem pre-coronavirus, but quarantines may be their cure.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 237🍻 “Corona's $900M wounded soldier” — A canceled Mexico brewery. NYT’s pod acquisition. The economy’s “Two Paths.”
Constellation Brands brews Corona lagers in Mexico, but its $1.4B investment in a new facility there now isn’t happening, so the stock dropped 12%. Despite all its reporting right now, the New York Times took a break to acquire Audm — doubling its content in 1 move. And the US response to coronavirus is now facing a Robert Frost style “Two Paths” moment: Officials may start weighing the economy vs. human lives.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 236🏚️ “What’s the refund policy on Airbnb’s IPO promise?” — Movie theaters get cut out. Airbnb’s host/guest hate. 5 “Corona-conomy” trends are accelerating.
We predict that the Corona-conomy is accelerating trends, including contactless payments, subscriptions, and cord-cutting. Universal Studios is going direct-to-consumer with its latest movies, which questions the whole must-be-in-theaters-first-for-90-days thing. And Airbnb promised investors and employees it would IPO this year, but now it’s got to make a careful calculation as its bookings plummet: Side with guests or hosts?Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 235😘 “Netflix just got asked to chill” — Netflix’s ad-free moment. Ford’s anti-treat-yo-self strategy. Uber surges 38%.
Even though ride-hailing has plummeted in the corona-conomy, Uber’s CEO announced the company has $10B of cash, food delivery, and some side hustle ideas. Media consumption is surging while you work from home, and Netflix’s business model may put it above its media rivals. Ford’s touching its $13B loan as part of an anti-treat-yo-self plan, but that’s more of a problem for its bank.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 234⌨️ “Apple failed at something” — Walmart’s record. Starbucks treats itself. Apple’s subtle product unveil.
While it looks like nearly every stock has fallen, Walmart shares just hit a record high — we repeat: Record high stock price during this crisis. Apple just issued a subtle press release for new products that basically admits 1 big failure. And Starbucks has a couple billion dollars in extra cash, so it decided to treat itself… to more stock… of itself.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 233🧻 “Toilet Paper hates your hoarding” — Who wants to buy Lyft? $1 Trillion stimulus bill. TP’s front-loaded demand drama.
Lyft is worth 1 Lyft, but 1 Lyft is now worth less than $6B, so we’re wondering who may buy it (the whole company). Toilet paper sales have surged for Kimberly Clark, but the front-loaded demand now may not help its future sales. And the latest update in the government’s COVID-19 response is a nearly $1 Trillion stimulus package that completes a policy trifecta.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 232🦠 “Google would like your health data now, please” — Lulu, Nike, and Under Armour’s leadership. The Fed’s last bazooka. Google’s COVID-19 moment.
To rescue financial markets from pandemic ruin, The Fed took drastic measures Sunday — but it’s already used up its major tools. To help people figure out testing for COVID-19, Google’s deployed “Project Baseline”, which is like Healthcare.gov but for disease screening. And private businesses are making “flattening the curve” possible with pro-social distancing policies.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 231#️⃣ “Slack — the not WFH stock” — Ro goes full pharma. Market bulls & bears. Slack’s surprisingly weak WFH business.
Despite your work-from-home lifestyle right now, office IM’ing service Slack announced a quarter that didn’t live up to expectations, because work software habits take time. Direct-to-patient half-icorn Ro has a new strategy: Launch pharmacies so it can vertically integrate your healthcare experience. And with the sudden end of the bull market, we’re looking at the history and reality of market cycles in the USA.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 230☁️ “Midnight Blue Thursday (worst day since ‘87)” — The stimulus keg. LabCorp’s Baby Yoda moment. Direct-to-Consumer drama.
The worst day for markets since 1987’s Black Monday. We’re looking at why the stimulus keg from the government didn’t save stocks. Virus-testing company Lab Corp is now facing the moment it’s been waiting for (but it’s stock is still down). And Direct-to-Consumer startups and stocks have been having a different kind of moment, so we’re looking at Casper/Brandless/Harry’s/Outdoor Voice’s CAC problem (“customer acquisition cost”).Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 229🏋️♀️ “Apple’s secret personal trainer killer” — Pepsi acquires Rockstar. Government bailout chatter. Apple’s anti-Peloton app.
Another wild market drop has us officially in a “bear market”, and there’s chatter about a bailouts, so we’re looking at the last bailout and when/why they actually should happen. Pepsi splurged to buy Rockstar Beverages because you’re not a beverage these days unless you’re a “functional” beverage. And word leaked about Apple’s “Project Seymour” — a workout-guiding app that Peloton has a problem with (because it’s a problem for Peloton).Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 228🧵 “The Stitch hit peak Fix” — Dick’s bigger gun ban. Grove is a $1B tree-positive company. Stitch Fix plummets 25%.
Dick’s Sporting Goods used a tech-ish tactic to realize that its gun ban helped profits and its CEO’s values. Stitch Fix shares dropped 25% because the latest data shows its early adopters are losing enthusiasm. And the “Unicorn of the Day” is Grove Collaborative — it’s already focused on sustainability products, but its latest move promises a sustainable package future.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 227☎️ “Flick the ol’ Circuit Breaker” — Why the market (literally) stopped for 15 minutes. NBC’s Snapchat breakup. Oil’s worst day since ‘91.
First we learned that Russia and Saudi Arabia are in a fight about oil markets — it’s caused the biggest drop in stock prices since 1991. Investors weren’t thrilled (coronavirus drama + oil market drama = not good), so they sent stock prices down a shocking 7% within minutes of Monday’s trading. But it didn’t stop NBC from breaking up financially with SnapchatLearn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 226🤑 “$1.75B (and Quibi hasn’t even launched yet)” — Spindrift’s $70M seltzer water. Burlington Coat Factory’s anti-ecommerce. Quibi’s starting lineup.
Burlington Coat Factory is going against the trend in retail: it’s ending its ecommerce to focus on physical stores. Mobile video streaming pre-icon Quibi has now raised $1.75B — and you can’t even use it yet. And LaCroix-fighting Spindrift just snagged another $29.8M — it’s differentiator is real fruit.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 225🚢 “3 cruise disasters. 3 months.” — Carnival’s stock drama. Aerie underwear surge. GM’s big car battery.
Carnival Cruises’ has a hat trick of profit-crushing drama — but we found the perfect analogy for the travel industry’s current coronavirus struggles. GM has whipped up a fresh electric car battery that goes 400 miles, but we’re looking at whether Americans even want electric cars to begin with. And underwear brand Aerie is carrying its parent company, American Eagle, on its back. #HYHYSDLearn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 224🥫 “Frankly this is a trend that many did not think was possible” — Campbell Soup’s shocking rebound. United Health pops 11%. H&M’s supply biz.
Campbell Soup shares jumped 9% because even the CEO was shocked that soup is making a comeback. United Health didn’t announce earnings or a new product — the stock popped 11% because of Super Tuesday (it’s all about policy risk). And you know H&M for whipping up fast fashion, but its latest business line wants rivals to love its supply chain.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 223🦇 “The Fed’s Batman move backfired” — Waymo snags $2.25B. Honeywell’s supercomputer. The Fed’s 0.5% interest rate cut.
Alphabet’s self-driving car division, Waymo, grabbed $2.25B in outside funding for the first time as it adds 5 new godparents. Honeywell doesn’t just make charming thermostats — the historic company is now building (allegedly) the world’s most powerful supercomputer. And the Federal Reserve acts like the economy’s Batman, but the latest/shocking interest rate move had the opposite effect that it intended.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 222🤬 “Twitter’s getting Tyrion Lannister treatment” — Panera’s coffee subscription. Bird e-scooter “Pay”. Jack Dorsey’s hedge fund pressure.
Twitter shares jumped 8% on word an activist investor is trying to push CEO Jack Dorsey out of his role at Twitter (because Jack is also the CEO of Square). Panera whips up a coffee subscription that fits our formula for subscription power (not subscripturation). And Bird scooters decides it also wants to be in payments, so it’s launching a way for you to buy food...via Bird.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 221🌯“Chipotle 4B TikTok views” — Stocks’ 13% drop. Thyssenkrupp’s elevator sale. Chipotle’s viral strategy.
Context is king, so we’re looking at the market’s decline last week — the worst since the financial crisis. Chipotle is powered by menu items lately, and we noticed they whipped up viral attention on TikTok — but we’re skeptical of the numbers. And Thyssenkrupp is the German elevator company that just sold its elevator biz — just like another elevator company did.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 220🍻“Here come the Bud Light Seltzer commercials” — Beyond Meat’s first struggles. Square’s Cash app stock. Bud drops 9%.
Beer-glomerate AB InBev dropped 9% as coronavirus stops China from socializing, but we’re focused on how Bud Light is losing market share in the US. After a week of plant-based meat partnerships and uncouplings, Beyond Meat’s earnings sent the stock down 9%. And Square shares jumped 4% because its Cash App is powering profits.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 219🏃“Outdoor Voices vs. Lululemon” — OV’s CEO steps down. TJ Maxx beats Retail-pocalypse. Pony.ai hits $3B.
TJ Maxx shares popped 7% because its “affordable splurge” strategy is working. Pony.ai is China’s self-driving car startup that just hit a $3B valuation thanks to a big investment from Toyota. And Outdoor Voices’ iconic CEO was forced to step down, so we’re looking at why the cloud-soft anti-Nike couldn’t beat Lululemon.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 218“🎢Baby Yoda’s baby daddy just retired” — Disney’s CEO quits. Shake Shack is behind. Amazon’s 2nd software profit puppy.
Out of nowhere, Disney’s legendary CEO Bob Iger is stepping down — and the new guy isn’t necessarily the right guy. Shake Shack’s shares plummeted 14% because it’s basically given up on innovation and is acting like a teenager. And Amazon will start licensing its human-less grocery store tech, starting with airport stores and sports stadiums.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 217“Your score dropped, Nicolas 😓. New credit score, Nicolas 😃” Intuit buys Credit Karma. Tubi (almost) acquired. Dow drops 1,032 points.
The Dow plummets 1,032 points because coronavirus expanded beyond China (to South Korea and Italy). Fox wants to splurge $500M on streaming service Tubi, even though it’s got terrible content (it’s all part of Tubi’s plan). And Intuit just announced it’s officially dropping $7B to buy Credit Karma so it can data-double-dip you.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 216“We have to talk about ‘cult stocks’” — Plug Power’s stock jump. Lyft’s ad-cquisition. Equinox’s coworking/bikes.
Equinox snagged a fresh round of funding to push the luxe gym chain into coworking and at-home spinning bikes. Plug Power shares have popped because it’s become a “cult stock”. And Lyft’s latest acquisition is in response to #profitpressure, so it’s sticking ads on top of its cars.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 215“We didn’t sell salads to sell salads” — Domino’s pizza domination. Victoria’s Secret ghosts. Morgan Stanley’s E*Trade trade.
Domino’s shares popped 26% because it’s got a uniquely DIY approach to delivery apps. Victoria’s Secret split from its L Brands parent, but turns out it’s worth just $1.1B. And Morgan Stanley buys up E*Trade in a deal that’s really all about saving time in the race to Main Street for the big banks.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 214“Garmin finds you when iPhone can’t” — Alphabet kills an “Other Bet.” Toast hits $4.9B. Garmin’s GPS pop.
We’ve got a new era over at Google on word that its parent, Alphabet, has put its wind energy bet to sleep. Our “Unicorn of the Day” is Toast, which hit a $4.9B valuation as it tries to do everything at restaurants, but we’re focused on its SaaB (“software as a bank” — just made it up). And Garmin stock jumps 7% because it’s going places where your iPhone and Apple Watch can’t.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 213“We found an Innovation Vampire” — Walmart’s Jet black shutdown. Molson Coors spiked seltzer. Uber/Lyft’s “rideshare” lie.
Walmart’s earnings report wasn’t anything special, but we think it’s latest moves to buy up startups, suck out their innovation, and then spit out the remains is. A report on the impact of Uber and Lyft reveals that the rideshare apps really aren’t about ridesharing at all. And Molson Coors isn’t a beer company anymore as it whips up its first spiked seltzer (did we mention it’s testing a spiked coffee?).Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 212“It’s like Ben & Jerry’s going dairy-free” — Delta’s carbon neutrality. Headspace’s $93M fundraise. Canopy Growth’s rebound.
The 3 major marijuana producers have had a tough year, but Canopy Growth’s latest earnings powered pot stocks up thanks to price per kilo. Delta announced plans to go fully carbon neutral by 2030 — how can one of the most polluting industries can pull that off? And Headspace snags $93M in fresh funding to one-up its rival in the wellness app showdown.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 211“Cloud computing is the new oil” — Kraft-Heinz 70% stock drop. Tesla’s “buy low, sell high”. Microsoft vs. Amazon.
Fresh after Tesla shares hit their all-time high, the company has a surprise: It’s selling 2.6M fresh shares to raise $2B in fresh cash. Kraft Heinz shares fell 8% after the 150-year-old pantry icon showed it has no turnaround plan -- it just wants more processed foods. And the epic $10B JEDI deal between Microsoft and the Pentagon is frozen (and the real winner could be Amazon). Cloud computing is the new oil.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 210“Facebook fact-checkers vs. 4.75B posts per day” — DoorDash’s not First-Mover Advantage. SoundCloud’s desperate $75M. Facebook’s hires Reuters.
Facebook has added a new addition to its army of information regulators for the election year, but we’re looking at their odds (spoiler: not great odds). SoundCloud snags a fresh $75M in funding from SiriusXM, but the music platform still hasn’t found itself. And DoorDash’s CEO sat down for an interview with Fortune that revealed how First Mover advantage isn’t an advantage.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 209“Starbucks wants to pick you up at the airport” — Sprint/T-Mobile gets approved. Samsung’s flip phone. Starbucks’ airport deal.
Sprint surged nearly 80% on word its T-Mobile merger is good to go (because Sprint was basically a dead wireless man walking). Samsung whipped up a foldable new phone that you should definitely care about because we don’t actually live in an iPhone world. And Starbucks snagged a new airport partnership that’s innovatively all about getting you coffee without any terminal friction.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 208“Burger King is jealous of Popeye’s fried chicken-palooza” — Brandless shuts down. Coronavirus’ lenders. Popeye’s power earnings.
Restaurant Brands International happens to own both Burger King and Popeye’s, but it was Popeye’s chicken-powered quarter that’s getting all the attention. Softbank-backed nearly-unicorn Brandless is shutting down after trying to create a brandless brand. And coronavirus is causing a financial crisis for many Chinese companies, so we’re looking at the lenders of last resort.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 207“Warner Music is Venture Capital for musicians” — Uber’s profit shocker. Ericsson/Nokia 5G awkwardness. Warner Music’s IPO.
Warner Music filed to IPO because streaming saved the music industry. Uber shares surged 10% before the weekend on word it’s actually planning to become profitable by the end of this year (*depends how you define “profits”). And Europe’s telecom giants Ericsson and Nokia woke up to word the US government may want to acquire them because we’re desperate for a 5G internet network.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 206“Dunkin’ stealthily went fancy” — WWE’s XFL problem. Twitter’s record surge. Dunkin’s premium coffee strategy.
Dunkin’ announced earnings, but we’re focused on the subtle hints that it’s transforming into a fancy coffee chain. World Wrestling Entertainment stock dropped 9% and we’re blaming the XFL situation. Twitter shares surges as the social network tries to convince you it’s in the most healthy shape of its life.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 205“By that math, Instagram is worth $150B” — Chipotle’s Taco Bell-ification. Instagram owns Facebook. Spotify’s acquires the Ringer
Turns out Spotify just made (another) acquisition in the podcast space because it’s trying to build a “gated garden.” Instagram’s numbers leaked and we finally learned how it stacks up to YouTube. And Chipotle’s sales surged 13% because its new CEO is cooking up a Taco Bell-ificiation strategy.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 204“Why Tesla is like a young avocado tree” — Visa’s swipe tax. BP’s empire. Tesla’s Elon-sanity.
Snackers want to know why Tesla stock has surged a freakish 60% in the last week, and the answer lies in avocado trees and orange groves. Visa is already Earth’s biggest payment processor, but now it’s making the biggest change to credit card transactions in a decade: AKA, “the swipe tax.” And BP’s oil empire is getting harvested by BP.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 203“YouTube sells more ads than ABC/NBC/FOX… combined” — Harry’s razors acquisition gets sued. Coronavirus-benefiting companies. Alphabet’s YouTube surprise.
Alphabet’s stock fell 5% after its earnings report, but the real highlight was YouTube — the company disclosed financial info for the first time. Harry’s razors was supposed to be acquired by Schick’s parent company, but now federal regulators are trying to block the deal. And last week we looked at the companies hurt by Coronavirus, so this week we’re looking at who’s benefiting.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 202“One Medical is the Equinox of doctors” — Nike’s olympics shoes. Pinterest’s makeup feature. One Medical pops 47% IPO pop.
Shares of One Medical jumped 47% because it’s trying to make you love doctor’s appointments. Nike’s freakishly performance-enhancing shoe just got approval for the Olympics — and gold medals are critical to its brand. And Pinterest whipped up a virtual makeup feature because being your first spot to discovery is what it depends upon.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 201“Juul’s Darth Vader moment” — Amazon surges 10%. The Bouqs raises $30M for wedding flowers. Altria devalues Juul e-cigarettes (again).
Juul was supposed to save the world from smoking, but it made a critical decision that its new owner, Altria, is now paying for. The Bouqs direct-to-consumer flower startup raised $30M because it wants to get invited to your wedding (but seriously).Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 200“Barstool’s t-shirts follow a simple formula” — Barstool Sports becomes a half-icorn. SAP’s FOMO Marketing. Apple’s iRecord quarter.
Apple’s 4 divisions are as big as 4 other super companies. Barstool Sports hits a $450M valuation after an investment from a casino company. And SAP is the most valuable company in Germany, but no one really knows what it does — good thing it just announced earnings, and it’s all about FOMO Marketing.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 199“Who’s gonna buy James Bond?” — Casper’s un-unicorning. MGM’s bidders. Bird’s newest acquisition.
Scooter pioneer Bird just acquired a German rival, but it’s a sign the future scooter wars are going to look a lot like today’s delivery wars. Casper’s valuation dropped from over $1B to $744M before its IPO as public investors laugh at the VCs that thought it was a tech company. And MGM is looking to sell itself to Apple, Netflix, or the rest of the “Big 6.”Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 198“WE are a real estate company (not a tech company)” — The Wing loses its big investor. Detroit becomes GM’s electric car HQ. Coronavirus messes with stocks.
Women’s coworking icon The Wing enjoyed a major investment from fellow coworking pioneer WeWork… which just sold off that stake. GM’s latest moves in Detroit have turned a shutting down factory into its new capital of electric vehicles. And coronavirus dropped stocks big to start the week, so we’re looking at who got hit the hardest and why.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 197“Eaze is cannabis’ bubblish-moment” — Intel stock reaches 2000 levels. The man who coined “disruption.” Eaze pot delivery has problems.
The “Seamless of Weed” is Eaze, but it’s having problems growing. Intel’s stock hit its highest point since the first internet boom, so we’re looking at chips on chips on chips. And Clay Christensen passed away, but his word “disruption” is living on aggressively.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Ep 196“Tinder supports safe sexting” — Google’s camouflaged ads. The Athletic hits $500M. Tinder’s new security launch.
Tinder is adding new security features for your first date — it’s consistent with a trend that’s defining tech in 2020. Google made a minor tweak to google.com with major implications. And our “Half-icorn of the Day” is The Athletic, the digital sports news company that just snagged a $500M valuation.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.