âThe most unprofitable company on Earthâ â Softbankâs garage sale. Peetâs $2.2B re-IPO. Detroitâs Big 3 return.
Even though IPOs are basically not happening, Peetâs Coffee is about to do one because⊠coffee â they think itâs recession-proof. Startup-obsessed Softbank is the least profitable company in the world...
19 Touko 202018min
âGIPHY didnât get Zuckâdâ â McDonaldâs post-corona playbook. Luckinâs scalding pivot. Facebook acquires Giphy.
Facebook needs to spice up its messaging game, so itâs splurging $400M to control your gif game: Buying Giphy. McDonaldâs whipped up a 59-page playbook on how to reopen its restaurants post COVID-19. ...
18 Touko 202016min
âWork-leisurewear, by Lululemonâ â Smile Direct Clubâs cavity. Sleeperâs fantasy sports fix. Lululemonâs nirvana COVID moment
Data from Lululemon shows itâs uniquely found balance in the coronaconomy for extremely specific reasons. Smile Direct Club should be the Peloton of oral care, but it simply hasnât been. And Sleeper i...
15 Touko 202018min
âWork From Work (still a thing)â â $43M for Pizza-nomics. Googleâs 12-mile-high wifi. Commercial Real Estateâs WFW problem.
Googleâs secret Loon project just graduated to deliver wifi via balloon globally (and weâre thinking itâs a potential rare double-profit-puppy). Pizza ordering platform Slice is doing the opposite of ...
14 Touko 202017min
âTwitter goes Work-From-HomeâŠForeverâ â Uber Eats acquirinâ Grubhub. Vroomâs ecommerce car IPO. Twitterâs WFH megatrend.
New work update from Twitter: You donât have to come back. Ever. Grubhub stock jumped over 30% on word Uber Eats wants to buy it, calling a Delivery Wars mafia truce. And Vroom is our âUnicorn of the ...
13 Touko 202017min
âBitcoinâs âHalveningâ just halvenedâ â Tesla vs. California. Amazonâs movie theater interest. Bitcoinâs Halvening.
After a year of just chilling, Bitcoin is back and demanding your attention with a once-every-four-years event: âThe Halvening.â Elon threatened to move his car company outta Silicon Valley, so weâre ...
12 Touko 202016min
âHow to lose a $2.9B guy in 90 daysâ â Uber acts like McConaughey. Tinderâs corona-conomy DTR. The worst jobs report ever.
Uber stock rose 18% last week despite an earnings report soaked in blood. Matchâs earnings reveal how Tinder has fallen behind, but itâs trying to make it up to everyone with video chat and trivia. An...
11 Touko 202016min
âPeloton, youâre probably too lateâ â Costcoâs worst-in-a-decade. Nintendoâs game drought. Peloton pops another 16%.
Peloton is now worth twice as much as Planet Fitness, so weâre looking at the leading indicators that revealed how that could happen. Costco suffered its first sales drop in 11 years and itâs about to...
8 Touko 202017min
