đŸ‘ïž “I’m recording you” — Limitless’ AI spy device. GE’s theater camp for VPs. Ghost Kitchens’ disappearance.
The Best One Yet17 Huhti 2024

đŸ‘ïž “I’m recording you” — Limitless’ AI spy device. GE’s theater camp for VPs. Ghost Kitchens’ disappearance.

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Limitless (backed by Andreessen Horowitz) just launched a $99 AI pin that records your conversations and transcribes them into notes for you — So we’re looking at a world where everything you say, do, and hear is recorded
 and how to prepare.

Ghost Kitchens were supposed to be the future of food, but now they’re disappearing (like ghosts) — This looks like a classic case of “The Segway Effect.”

And General Electric just sold its famous Management Academy, a 60-acre corporate retreat campus — It means the Jack Welch School of Business is officially closed.

Plus, Heinz just launched a new product: Ketchup Insurance — It’s time to ensure that your cute white top is insured.


$GE $DENN $GOOG


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“Half of America has a Chase account” — JP Morgan’s record profit. Visa acquires Plaid. BlackRock fights climate

“Half of America has a Chase account” — JP Morgan’s record profit. Visa acquires Plaid. BlackRock fights climate

It’s big bank earnings season, so we went financial on this one. JPMorgan Chase apparently covers half of America, which led to its record profit (more than the value of 2 Lyfts). Visa dropped $5.3B to acquire Plaid, the fintech app that sits on a treasure trove of financial info, like your Venmo account. And BlackRock’s CEO whips up a new mandate: $7T to fight climate change through good, clean, financial pressure. 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.

15 Tammi 202016min

“Casper is the Peloton of Slumber, not the Nike of Sleep”  — Casper’s IPO. 23andMe’s transition. Primo Water’s acquisition.

“Casper is the Peloton of Slumber, not the Nike of Sleep” — Casper’s IPO. 23andMe’s transition. Primo Water’s acquisition.

We slept on the Casper IPO documents released over the weekend, then realized they spent $80M just dealing with mattress returns last year. 23andMe hits a new corporate milestone — treating diseases with your saliva. And Primo Water boasts that it’s a pure-play water company, but it just got swallowed 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.

14 Tammi 202018min

“Sweetgreen is the most innovative company in food” — Hershey. Quibi. Sweetgreen

“Sweetgreen is the most innovative company in food” — Hershey. Quibi. Sweetgreen

Quibi raises (another) $400M to create a new “era” (their words) beyond video streaming. Sweetgreen gets a profile in the NYT, and we think it may be the most innovative company in food right now. And “the OPEC of chocolate” may raise prices on the critical ingredient for Hershey and Mondelez sweets. 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.

13 Tammi 202018min

“Verizon's ‘pros before cos’ problem”  — Wine tariffs, Softbank layoffs, and Verizon

“Verizon's ‘pros before cos’ problem” — Wine tariffs, Softbank layoffs, and Verizon

Verizon whips up a new pricing model for its cable TV, but it’s basically creating subscripturation in our lives. Softbank startups like Zume Pizza and Getaround are starting the year by firing employees (we’re in a new decade of unicorns). And 100% wine tariff threats may mess with your Friday evening pinot plans. 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.

10 Tammi 202018min

“These delivery apps are like mafia families” - Grubhub, Spotify, and Tough Mudder

“These delivery apps are like mafia families” - Grubhub, Spotify, and Tough Mudder

We’re testing out a new title format, Snackers. Grubhub shares jumped 13% on news it’s trying to sell itself. Spotify’s launching a dynamic new advertising format that reminds us of Facebook. And the “you might die from this” fitness event startup Tough Mudder is reportedly being pushed to file for bankruptcy. 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.

9 Tammi 202018min

Tesla, the #1 most valuable US car company (ever) — Goldman transparentizes — Impossible creates plant-based pork (and drops McD’s)

Tesla, the #1 most valuable US car company (ever) — Goldman transparentizes — Impossible creates plant-based pork (and drops McD’s)

Impossible Foods is adding plant-based sausage — but rival Beyond Meat’s stock jumped 10%. Goldman Sachs’ stock has barely budged in the last 3 years, so it’s redecorating itself to focus on 1 word: Transparency. And Tesla shares just hit an all-time high as its Gigafactory opens in China, so we’re looking at whether that makes sense. 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.

8 Tammi 202017min

SmileDirectClub goes to Walmart — Taco Bell’s owner devours hamburger chain — The taser creator could split in 2

SmileDirectClub goes to Walmart — Taco Bell’s owner devours hamburger chain — The taser creator could split in 2

SmileDirectClub abandoned its direct-to-consumer ways to launch in Walmart stores, but it’s missing one big thing: Its core product. Taser-inventor Axon acquired a rival last year, but now it’s been accused of running a taser monopoly. And Yum Brands happens to own Taco Bell, Pizza Hut, and KFC, but now it’s acquiring a burger chain — so why burgers, why now? 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.

7 Tammi 202017min

Snapchat buys the “Cameos” company — One Medical’s IPO moves — Apple’s 2020 HomeKit mantra

Snapchat buys the “Cameos” company — One Medical’s IPO moves — Apple’s 2020 HomeKit mantra

Aaaand we’re back. While you were unwrapping gifts, Snapchat treated itself to an augmented reality startup that makes the hilarious filters for Snapchat. OneMedical just filed paperwork to IPO already even though the industry it’s in hates new brands. And Apple’s got a new mantra for 2020: Make HomeKit happen. 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.

6 Tammi 202018min

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