“Some dance to remember, some dance to forget” — Square’s Hotel California. One Medical’s line-cutting. Target’s optionality.
The Best One Yet3 Maalis 2021

“Some dance to remember, some dance to forget” — Square’s Hotel California. One Medical’s line-cutting. Target’s optionality.

We’ve simply never seen numbers like what Target just served up. We’ve also got our 1st big case of a potential vaccine line cutter, dropping One Medical’s stock 15% in the last week. And Square is hoping to become the The Bank of Mom & Pop… with a Hotel California strategy. $TGT $SQ $ONEM Got a SnackFact? Tweet it @RobinhoodSnacks @JackKramer @NickOfNewYork Want a shoutout on the pod? Fill out this form: https://forms.gle/KhUAo31xmkSdeynD9 Got a SnackFact for the pod? We got a form for that too: https://docs.google.com/forms/d/e/1FAIpQLSe64VKtvMNDPGSncHDRF07W34cPMDO3N8Y4DpmNP_kweC58tw/viewform Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jaksot(1566)

“The Zuck-ocracy” — Facebook’s super shares. Adidas & Allbirds partner up. Vacasa’s $108M booking.

“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, $TWTR Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

3 Kesä 202019min

“Kylie Jenner is the new Luckin” — Neou’s Netflix of burpees. Zynga’s video game collection. Coty Cosmetics’ Kylie Problem.

“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 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

2 Kesä 202016min

“Virtual Reality no-showed the corona-conomy” — MasterClass hits $800M. Williams-Sonoma’s pimp yo crib. Americans gained $$$ in Corona-conomy.

“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 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

1 Kesä 202018min

“Guac never forgets” — Chipotle’s early COVID-proofing. Twitter’s un-scared threat. Draft Kings don’t care.

“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 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

29 Touko 202016min

“A 3rd degree, category 5 Zucking” — Instagram TV’s YouTube move. Zoox’s (maybe) acquisition. Apeel’s un-expiring avocados.

“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 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

28 Touko 202017min

“This rocket self-drive to space or what?” — SpaceX’s capitalist milestone. Alexa wants podcasts. The COVID-19 umbrella challenge.

“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 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

27 Touko 202020min

“Pure-play Millennial stock” — Elf Cosmetics wins corona-conomy. Apple’s latest Donglegate. HBO Max’s streaming meal.

“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 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

26 Touko 202018min

“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.

“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 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

22 Touko 202018min

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