🧊 “Buy a North Pole Condo” — 15k acres of Arctic real estate. Warby Parker’s perfection. Chevy Malibu’s extinction.
The Best One Yet13 Touko 2024

🧊 “Buy a North Pole Condo” — 15k acres of Arctic real estate. Warby Parker’s perfection. Chevy Malibu’s extinction.

The world’s most-northern piece of real estate just hit the market for $300M — We predict who will buy Svalbard, and what kind of wild polar park it will become.

Warby Parker’s stock surged 18% last week because of a wild retention stat — 100% of Warby-wearers buy a 2nd pair within 4 years.

And General Motors just announced it’s killing the Chevrolet Malibu, which was GM’s last sedan — turns out, all American sedans are no-more, not just because consumers want huge cars.

Plus, Sriracha is pausing sauce production due to green chili peppers — They think it’s a problem, but we think it’s a missed marketing opportunity.


$WRBY $GM


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Jaksot(1552)

Amazon’s freaky drone patent, Earth’s biggest cannabis company (Canopy) falls 8%, and Walmart’s $288M “Sorcerer” bribe

Amazon’s freaky drone patent, Earth’s biggest cannabis company (Canopy) falls 8%, and Walmart’s $288M “Sorcerer” bribe

Canada’s Canopy Growth is the biggest cannabis producer in the world, but its latest numbers reveal it may have a pot demand problem. Walmart paid up a $288M bribery fine, but the management team has a reason to not be upset. And Amazon whipped up a new surveillance drone that fits smoothly into a trend we’re noticing from the ecommerce icon. 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.

24 Kesä 201916min

Slack is now public, Netflix’s strategic reveal, and Apple’s trade war letter

Slack is now public, Netflix’s strategic reveal, and Apple’s trade war letter

Slack shares jumped 49% on their first day of trading, so we jumped into the company that thinks it’ll replace work email within 7 years. Netflix’s Adam Sandler and Jennifer Aniston movie set a personal record, but it’s the number Netflix shared that entertained us. And Apple’s letter to a US trade rep about moving its factories is a key development in the trade war. 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.

21 Kesä 201915min

Grocery Outlet IPOs today, YouTube’s huge change, and Adobe reveals why Silicon Valley loves software

Grocery Outlet IPOs today, YouTube’s huge change, and Adobe reveals why Silicon Valley loves software

Grocery Outlet’s “WOW!” IPO (listen to the pod — you’ll see what we mean) is the convergence of two major retail trends. YouTube may be launching a separate version for kids and even disable its profit-powering auto-play. And we noticed Adobe’s stock hit a record high and it highlights why Silicon Valley loves software. 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.

20 Kesä 201913min

Facebook’s new cryptocurrency, Lululemon’s new #sweatlife selfcare shampoo, and Best Buy’s new FitnessTech strategy

Facebook’s new cryptocurrency, Lululemon’s new #sweatlife selfcare shampoo, and Best Buy’s new FitnessTech strategy

Facebook unveiled details of its new cryptocurrency, Libra (aka “ZuckBucks”), so we jump into the key details you need to know. Lululemon’s going hard into its #sweatlife lifestyle push by launching its new shampoo, deodorant, and more, while athleisure keeps winning retail. And Best Buy introduced a new FitnessTech strategy as it aims to become the Apple Store for Baby Boomers. 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.

19 Kesä 201914min

Blue Apron’s reverse split, Domino’s self-driving minivan delivery, and Buzzfeed/VW union drama

Blue Apron’s reverse split, Domino’s self-driving minivan delivery, and Buzzfeed/VW union drama

Tech-focused Domino’s is unleashing a self-driving delivery minivan later this year. Meal kit pioneer Blue Apron’s shares jumped from 55-cents to over $8 because of a reverse stock split (we’ll break it down). And while Buzzfeed employees are pushing to unionize, VW’s shockingly just voted against the idea. 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.

18 Kesä 201915min

Airbnb launches (crazy) “Adventures,” Chewy.com’s 60% IPO surge, and Verizon’s new “never forget” dongle strategy

Airbnb launches (crazy) “Adventures,” Chewy.com’s 60% IPO surge, and Verizon’s new “never forget” dongle strategy

Chewy.com’s IPO is based on the concept of “pet humanization,” but it’s showing how to beat Amazon. Airbnb’s insane new “Adventures” feature lets you book wild trips you probably didn’t realize were possible (because it’s facing competition in every direction). And Verizon launches a piece of hardware to help you not lose anything, but it’s all part of a “switching costs” strategy. 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 Kesä 201913min

Quibi’s the #1 disruptor in video, Fiverr surges 90% on IPO day, and HSBC’s Saudi Arabia risk/reward

Quibi’s the #1 disruptor in video, Fiverr surges 90% on IPO day, and HSBC’s Saudi Arabia risk/reward

Startup Quibi is launching as a fully mobile streaming app with $1B in funding, and we just got more details on what it’s working on (hint: the return of “Punk’d”). Gig economy website Fiverr surged 90% on its IPO, and it literally trademarked the term “gig.” And a WSJ article reveals how HSBC has become the international bank of choice for Saudi Arabia with big risk, and big reward. 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 Kesä 201914min

Fortnite acquires Houseparty, Restoration Hardware’s rebel upscale strategy, and our “Unsexy Industry of the Day” is Crowdstrike’s IPO

Fortnite acquires Houseparty, Restoration Hardware’s rebel upscale strategy, and our “Unsexy Industry of the Day” is Crowdstrike’s IPO

Restoration Hardware (aka RH) surged 20% after its earnings for its new magazine strategy (the opposite of everyone else). Gaming legend Fortnite acquires Houseparty in a move that may redefine the future of social media. And Crowdstrike surged 71% on its IPO day, so we made cybersecurity sexy as our “Unsexy Industry of the Day.” 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 Kesä 201914min

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