🎂🇼🇳 “Plus-one (Billion)” — The company behind India’s epic wedding. Apple’s $2B Spotify penalty. Caitlin Clark’s basketball payday.
The Best One Yet5 Maalis 2024

🎂🇼🇳 “Plus-one (Billion)” — The company behind India’s epic wedding. Apple’s $2B Spotify penalty. Caitlin Clark’s basketball payday.

CEOs of Meta, Disney, and Microsoft attended the wedding of Asia’s richest family: The Ambani’s — Behind it all is Reliance Industries, India’s biggest company.

Apple was just fined $2B by the European Union for anti-competitive drama with Spotify — The shocker? The App Store in question is the only part of Apple that’s growing.

And Iowa’s basketball star Caitlin Clark has set the all-time scoring record for women and men — But we’re looking at her NIL deals and thinking: she’s already pro.


Plus, it’s Jack’s birthday, so we’ve got a poll going in his honor about a surprise in Birkenstock’s earnings report:


Open-toed shoes or close-toed shoes? Vote on 1 on Instagram @tboypod


$AAPL $SPOT $BIRK $RELIANCE


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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

đŸ›Ąïž “War-folios” — Iran market reaction. Dutch Bros’ energy. Anthropic’s moral marketing. + Fitbit for farting

đŸ›Ąïž “War-folios” — Iran market reaction. Dutch Bros’ energy. Anthropic’s moral marketing. + Fitbit for farting

Oil’s up, airlines are down, and so is Chipotle
 We look at how War in Iran hits everything markets.Dutch Bros is now the #3 coffee chain
 but it’s actually an energy drink chain in disguise.Anthropic...

3 Maalis 23min

💉 “Corporate Botox” — Block’s 40% layoff. Netflix’s wedding crashed. Coach Handbags’ anthropologist. +Burger King’s AI

💉 “Corporate Botox” — Block’s 40% layoff. Netflix’s wedding crashed. Coach Handbags’ anthropologist. +Burger King’s AI

Jack Dorsey is replacing 40% of Block’s employees with AI
 and the Wall Street reward was huge. Coach is selling 3 million Gen Z women its $350 handbag
 thanks to an anthropologist.Wedding Crashers ex...

2 Maalis 23min

đŸ€  “LIVE with Poppi Co-founders Allison & Stephen Ellsworth — Pepsi’s $2B Power Couple

đŸ€  “LIVE with Poppi Co-founders Allison & Stephen Ellsworth — Pepsi’s $2B Power Couple

Husband and wife Allison and Stephen Ellsworth have 3 kids and 3 Super Bowl commercials - Because together they created Poppi, the better-for-you soda disruptor that PepsiCo bought for $1.95 Billion l...

27 Helmi 29min

đŸ€  “Austin LIVE Show” — AI Mermaids. Levi’s skinny deregulation. Uber’s Swiss Army Knife. +Topo Chico shortage

đŸ€  “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

đŸ•¶ïž “Smuggle, Inc.” — Mexican Drug Cartels’ biz. Crocs’ microdrama. AI’s Sci-Fi essay. +Self-Blowing Snowblower

đŸ•¶ïž “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

😰 “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

🔙 “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

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