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🥃 “Negroni Hotel” — Death & Co’s hotel chain. Costco’s 9am DINK hour. Apple acquires Intel? +Ad-supported Toilet Paper
Episode 1540
Death & Co. started the craft cocktail movement… and now it’s becoming a hotel chain.
Apple’s surprise Made in America power move?... Buy Intel (the w…
3 months, 2 weeks ago
🚛 “Sloppy Soundtracks” — Spotify’s AI purge. NFL’s 3 huge sales. Starbucks’ McDonald moment. + Anthropologie’s $1K rock.
Episode 1539
Starbucks is decaffeinating itself, closing 400 stores… but there’s hope for Starbs at McDonald’s.
3 NFL teams just sold at record prices... They sold…
3 months, 3 weeks ago
🛵 “Who is Mamadou?” — Uber’s perfect delivery guy. Nvidia’s OpenAI circularity. Exec Assistants-for-All. +Sorority $$$ Surge.
Episode 1538
Who is Mamadou?... The 5.0 perfect delivery mystery is Uber’s big marketing opportunity.
Nvidia paid OpenAI $100B, so that OpenAI can pay Nvidia $100B…
3 months, 3 weeks ago
🍣 “Capitalism Roll” — Sushi’s US surge. Oura’s $11B Ring. Oklo’s nuclear Trump speech. +Ben Stiller soda.
Episode 1537
Sushi is surging in America, specifically grocery store sushi… because convenience is king.
Oura just hit a $11B valuation selling their tech rings… a…
3 months, 3 weeks ago
🧸 “Bear Squeeze” — Build-A-Bear’s 2,500% surge. H-1B’s $100K visa fee. Beli’s Yelp-etition. +SNL’s talent accelerator.
Episode 1536
Trump jacked up the fee of H-1B visas to $100K… The economic lens? It’s a tariff on people.
Build-A-Bear’s stock is surging this year… because 92% of …
3 months, 3 weeks ago
💏 “Cuffing Szn” — Raya’s dating club. Olive Garden’s petite parm. TikTok FlipFlop. +September Stock Diss.
Episode 1535
The top dating app right now is a secret: Raya… It’s got a waitlist bigger than Philadelphia.
We have TikTok deal, it’s approved, but we don’t know th…
3 months, 3 weeks ago
👟 “Air Force Kirkland” — Nike’s Costco sneaker. Amex’s $895 mirror card. Jimmy Kimmel’s cancellation. +Kevin Durant’s crypto password.
Episode 1534
Amex just jacked up the fee for its Platinum card to $895… so we used AI to optimize the points.
Did Nike just collab with Costco on a shoe?... Could …
3 months, 4 weeks ago
☎️ “No you hang up!” — Landlines’ comeback. SharkNinja’s influencer army. The Fed’s D-Day. +Nike/Nobu Sushi Club.
Episode 1533
Landline phones are making a comeback, led by the brand Tin Can… and it’s because of Millennial parents.
SharkNinja sells gadgets in 35 categories… an…
3 months, 4 weeks ago
👁️ “eyePhone” — Zuck’s screen-in-lens glasses. Kodak’s renaissance moment. Quarterly Earnings psych. +Treadmill trends.
Episode 1532
Meta leaked that they’re launching new smart glasses today… with a screen on the lens.
Kodak is back with a camera that sold out… thanks to Labubu do…
3 months, 4 weeks ago
👢 “ChatGP-She” – AI’s female flip. Robinhood’s VC-for-All. Shake Shack’s Michael Kors burger. +Sony Walkman’s innovation.
Episode 1531
ChatGPT revealed the 1st study on who actually uses it… The power user? High school girls.
Shake Shack invented a French Onion Burger… it’s the same a…
4 months ago