🤠 “Austin LIVE Show” — AI Mermaids. Levi’s skinny deregulation. Uber’s Swiss Army Knife. +Topo Chico shortage
Live… from Austin… it’s The Best One Yet!We performed live at Austin’s famous State Theater. Some extra razzle dazzle & sprinkle dinkle — but our usual daily Takeaways you know & love.#1. How to slop-...
26 Helmi 32min
🕶️ “Smuggle, Inc.” — Mexican Drug Cartels’ biz. Crocs’ microdrama. AI’s Sci-Fi essay. +Self-Blowing Snowblower
Why are Mexican Drug cartels so hard to stop?... Because they're run like the Fortune 500Crocs' comeback plan is microdramas... 4-minute sultry soap operas of clogsThe Substack Selloff... It's a Sci-F...
25 Helmi 24min
😰 “Human-shaming” — Sam Altman’s bubble. Axe’s bodyspray rebound. Milan’s Brexit win. +Hockey tooth recession
Axe Body Spray has a comeback plan… help users use less Axe Body Spray.10 years after Brexit, Milan is shining as the winner… Milan is the new London.Sam Altman dissed humans for drinking more water t...
24 Helmi 22min
🔙 “Reverse Uno” — Tariffs’ mogging. Ice Cream’s exit. Nike’s ACG mystery. +The 1st Handshake
The Supreme Court just tossed a Reverse Uno Card on Trump’s tariffs… Trade War over?Nestle is selling off its $1B ice cream biz… because everyone loves ice cream, except CFOs.What’s that mystery brand...
23 Helmi 21min
🤏 “Zuck’s Tiny Taxes” — What Billionaires pay. New Balance’s surge. Ring’s puppy problem. +Jamie Dimon’s bar
New Balance’s sales have surged 180% in 5 years to $19B… all thanks to 1 single meeting.Amazon’s new service will find your lost dog… but it’s freaking out everyone (and investors).How do billionaires...
20 Helmi 22min
⛷️ “Gnarly Numbers” — Vail’s ski-pocalypse. Robinhood’s VC IPO. Stanley’s manly pivot. +$700K Girl Scout Cookie
Robinhood revealed the companies their VC fund invested in… because it’s IPOing this month.Stanley’s Quencher sales are dropping… so it’s pivoting to guys, gym bags, and protein #ManlyHow do you save ...
19 Helmi 22min
🇳🇴 “Viking Victory” — How Norway wins. Budweiser’s revenge. Apple’s video podcasts. +Slytherin’s’ Lunar New Year
Norway has the most winter olympic medals ever… Their strategy? Joy is the new “invisible hand” of economics.Alcohol’s disappearing, but Budweiser stock hit a 6-year high?... Turns out Dry January is ...
18 Helmi 22min
🚁 “Unmanned everything” — Olympics drone’s highlight. Stocks’ Grim Reaper. Save the Allbirds. +Ski Job Bonus
Gold medal for NBC Olympics? Goes to the drones… which is low-key dominated by China.Tech stocks are 6% off their all-time-highs… but the rest of the world is lapping us.Allbirds is closing all their ...
17 Helmi 22min
