đŸ‘©â€đŸŽ€ “BTS plays Wall Street” — K-Pop’s stock pop. Amazon’s secret spy biz. Instagram’s new AI buddy.
The Best One Yet22 Huhti 2024

đŸ‘©â€đŸŽ€ “BTS plays Wall Street” — K-Pop’s stock pop. Amazon’s secret spy biz. Instagram’s new AI buddy.

Amazon’s newest business is actually a secret spy business — And Amazon used it to infiltrate Walmart and other competitors.

Korea’s K-Pop bands don’t just play songs, they play stocks — The Big 4 Korean music groups are publicly-traded on Wall Street because K-Pop’s biz is popping.

Meta just put an AI Chatbot into the searchbar of all their apps, including Instagram — Mark Zuckerberg’s advantage in the AI battle? Free & Frictionless.

Plus, Americans toss out $68M of pennies, nickels, and dimes every year
 but one company is scooping them up.


5 days until our NYC Live Show! Yetis, we can’t wait to see you in the city that never sleeps.


$KPOP $AMZN $META


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“Peacock is the 761st streaming service” — Gap won’t spinoff Old Navy. NBC reveals Peacock. China weaponizes the wallet

“Peacock is the 761st streaming service” — Gap won’t spinoff Old Navy. NBC reveals Peacock. China weaponizes the wallet

Shares of the Gap pop 5% on word it’s doing the opposite of what it planned to do — it’s no longer spinning off Old Navy, its best-performing brand. NBC reveals the details of Peacock, but it’s acting like the flaky friend of the Streaming Wars. And China holds German car companies hostage (the USA is no longer the only global economic police).  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.

17 Tammi 202016min

“Baby Yoda is Build-a-Bear’s Rudy moment” — Build-A-Bear jumps 14%. Califia Farms’  fund raise. Phase 1 trade deal

“Baby Yoda is Build-a-Bear’s Rudy moment” — Build-A-Bear jumps 14%. Califia Farms’ fund raise. Phase 1 trade deal

We finally got to see what was actually in the Phase 1 trade deal that was just signed. We noticed Build-A-Bear shares popped 14% because it’s working on what Hasbro can’t: A Baby Yoda doll. And Califia Farms is our (almost) “Unicorn of the Day,” snagging $225M in fresh funding to make plant-based milks bigger than plant-based meats. 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.

16 Tammi 202017min

“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

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