🛡️ “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
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
🤠 “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
🤠 “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
