🍩 “King of Cone” — Joy’s ice cream cone monopoly. Skechers’ soccer deal. Tipping’s tipping point.
The Best One Yet18 Elo 2023

🍩 “King of Cone” — Joy’s ice cream cone monopoly. Skechers’ soccer deal. Tipping’s tipping point.

It’s our last pod until Tuesday, September 5th as we take our annual vacation
 but we whipped up 3 fantastic stories for ya: There are 17K ice cream parlors in the US, but 1 cone company dominates the market — Joy Cones proves that in some markets, boring is better.

Skechers just signed England’s #1 soccer player to a lifetime deal to wear Skechers cleats — But its goal isn’t to be #1, it’s to be #3.

And Tipping has reached a tipping point and we found the culprit: Toast — Toast’s payments tablets have turned “Tip Creep” into “Tip Fatigue” and now a “Tip Turnaround.”

Subscribe to the TBOY Newsletter at tboypod.com/newsletter.

File a claim for the Facebook privacy settlement here: https://facebookuserprivacysettlement.com/#submit-claim

$SKX $NKE $ADDYY $TOST $UL

Want merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.com

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đŸ”„ “LIVE with Kara Swisher from DC” — Silicon Valley is Kindergarten for Billionaires (Uncensored)

đŸ”„ “LIVE with Kara Swisher from DC” — Silicon Valley is Kindergarten for Billionaires (Uncensored)

The most famous tech journalist, Kara Swisher, joined us on-stage at our LIVE show in Arlington as part of the IPO Tour (our “In-Person Offering”). And Kara brings fire
In this LIVE interview, Kara (a...

13 Maalis 46min

⭐ “DC LIVE Show” — Cava’s secret club. Gen Z’s Mall-renaissance. F-35’s main character jet. +CIA’s spy investors

⭐ “DC LIVE Show” — Cava’s secret club. Gen Z’s Mall-renaissance. F-35’s main character jet. +CIA’s spy investors

Live
 from Washington
 it’s The Best One Yet!We performed live at DC’s wild Arlington Drafthouse. Some extra razzle dazzle & sprinkle dinkle — but our usual daily Takeaways you know & love.#1. Despite...

12 Maalis 31min

🍰“AI’s 5-Layer Cake” — Nvidia’s epic explainer. LEGO’s verb’ing. Nio’s battery-swap cars. +End of Athleisure

🍰“AI’s 5-Layer Cake” — Nvidia’s epic explainer. LEGO’s verb’ing. Nio’s battery-swap cars. +End of Athleisure

Lego had its best year ever, launching 2 new sets every day
 Thanks to a lesson from sports.Nvidia’s Jensen Huang wrote his first blog post in 6 years
 to explain AI is like a 5-layer cake.China’s Nio...

11 Maalis 22min

🌝 “Post-Swift Era” — Ticketmaster’s Google moment. Calvin Klein’s JFK Jr miss. Trump’s Iran TACO? +Beyond Meat’s rename

🌝 “Post-Swift Era” — Ticketmaster’s Google moment. Calvin Klein’s JFK Jr miss. Trump’s Iran TACO? +Beyond Meat’s rename

Stagflation had entered the chat
 But the President reversed everything with a tweet.Calvin Klein’s is viral thanks to FX’s “Love Story” about JFK Jr and CBK
 but Calvin wasn’t ready.Live Nation doesn...

10 Maalis 22min

đŸ”” “$400M Latte” — Blue Bottle’s acquisition. Oil’s everything tax. Startup-maxxing surge. +Solo Dining Surge

đŸ”” “$400M Latte” — Blue Bottle’s acquisition. Oil’s everything tax. Startup-maxxing surge. +Solo Dining Surge

Founder-Maxxing is the new trend
 America is losing jobs, but gaining entrepreneurs.Blue Bottle Coffee was just acquired by China’s Luckin for $400M
 It’s a 9-digit latte.Oil surged 14% in the biggest...

9 Maalis 22min

🏁 “Kars 4 Kims” — Formula 1’s girlfriend bet. Robinhood’s platinum card. Iran’s Insider Predicting. +Burger King bites back

🏁 “Kars 4 Kims” — Formula 1’s girlfriend bet. Robinhood’s platinum card. Iran’s Insider Predicting. +Burger King bites back

Formula 1 racing starts tomorrow and it comes down to 3 biz keys
 Cadillac, Apple, and Kim Kardashian.Robinhood’s $695 Platinum Card is made of *real* platinum
 but can it out-Amex your assets?16 peop...

6 Maalis 22min

đŸ’» “MacValue Meal” — Apple’s $599 laptop. Soulja Boy’s AI phone. Iran’s bull case. +Taser Alarm Clock

đŸ’» “MacValue Meal” — Apple’s $599 laptop. Soulja Boy’s AI phone. Iran’s bull case. +Taser Alarm Clock

Apple launched its cheapest laptop ever
 we think repeats a mistake Tesla made.Soulja Boy is the 1st rapper to clone his voice with AI
 to sell B2B software.Stocks are actually up since the War with I...

5 Maalis 23min

đŸ€™ “High School Millionaire” — Cal AI’s crazy acquisition. Iran’s drone game. McDonald’s cringe-burger. +New Song car-crash

đŸ€™ “High School Millionaire” — Cal AI’s crazy acquisition. Iran’s drone game. McDonald’s cringe-burger. +New Song car-crash

McD’s CEO went viral for awkwardly eating its new burger
 but it smells like a 90s marketing McTastrophe.Iran’s $20k drones cost us $4M to shoot down
 It’s financial asymmetry, affecting stocks.Cal AI...

4 Maalis 22min

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