🚘 “I own a Waymo” — Toyota’s self-driving deal. Domino’s pizza paradox. The Year-Round Horror Economy.
The Best One Yet1 Touko 2025

🚘 “I own a Waymo” — Toyota’s self-driving deal. Domino’s pizza paradox. The Year-Round Horror Economy.

Pizza explains the Trade War
 Delivery pizza is tariff-proof, but frozen pizza is recession-proof.

Waymo just partnered with Toyota for personal self-driving cars
 It’s the new robo-chauffeur.

Today is half-way to Halloween
 but “horror” has become a year-round industry.

Plus, instead of “can 100 men beat 1 gorilla,” we’re asking “can 100 men out-earn 1 gorilla?”


$DPZ $YUM $GOOG


Want more business storytelling from us? Check out the latest episode of our new weekly deepdive show: The untold origin story of
 the Starbucks Frappuccino đŸ„€


Subscribe to The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinks to listen.


“The Best Idea Yet”: The untold origin stories of the products you’re obsessed with — From the McDonald’s Happy Meal to Birkenstock’s sandal to Nintendo’s Susper Mario Brothers to Sriracha. New 45-minute episodes drop weekly.



—-----------------------------------------------------

Subscribe to our new (2nd) show
 The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinks

Episodes drop weekly. It’s The Best Idea Yet.


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 The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinks

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Jaksot(1626)

“PepsiCo should rename to SnacksCo” — Netflix’s earnings preview. Pepsi’s immuni-foods focus. Tech’s billions go to India.

“PepsiCo should rename to SnacksCo” — Netflix’s earnings preview. Pepsi’s immuni-foods focus. Tech’s billions go to India.

Earnings season kicks off and it’s (shocker) supposed to be brutal — so we’re looking at the one potential bright spot: Netflix. Pepsi’s soda sales fell, snacks sales surged, and it’s already focusing...

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“The SoulCycle of egg freezing” — Kindbody snags $32M for fertility. Anti-Tesla Rivian raises $2.5B. Biden’s $700B econ package.

“The SoulCycle of egg freezing” — Kindbody snags $32M for fertility. Anti-Tesla Rivian raises $2.5B. Biden’s $700B econ package.

$2.5B is a huge amount of money for a fund raise, but it kinda makes sense when that company is Rivian — aka the biggest threat to Tesla yet. Women’s fertility startup Kindbody gets $32M to apply Soul...

13 HeinÀ 202017min

“Skip medical school. Spend $1B instead” — Walgreens launches 700 doctor’s offices. Rocket Mortgage’s IPO. Kroger’s surprise meat strategy.

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The lending artist formerly known as Quicken Loans has filed to IPO, calling themselves “Rocket Companies”. Walgreens is quitting medical school and pursuing a $1B investment in 700 doctor’s offices i...

10 HeinÀ 202018min

“I can’t believe it’s not Chunky Monkey” — Perfect Day’s animal-free ice cream, Twitter’s subscription plan. Walmart finally zucks Amazon Prime

“I can’t believe it’s not Chunky Monkey” — Perfect Day’s animal-free ice cream, Twitter’s subscription plan. Walmart finally zucks Amazon Prime

Some sneaky sleuthing on a Twitter job posting indicates that Twitter may be whipping up paid subscription
 for something. Walmart whips up an anti-Amazon version of Prime called Walmart+, coming this...

9 HeinÀ 202018min

“A nasty Dunkin styrofoam cup” — Dunkin’s gas station makeover. Sunrun’s solar-powered merger. Under Armour’s $475M botched acquisition.

“A nasty Dunkin styrofoam cup” — Dunkin’s gas station makeover. Sunrun’s solar-powered merger. Under Armour’s $475M botched acquisition.

Dunkin’s boldest move yet is cutting out 450 gas station locations because it wants to upscale its brand (fancy coffee). Sunrun is merging the #1 and #2 solar companies because the industry needs a le...

8 HeinÀ 202019min

“Puma-fy Harley-Davidson” — Warren Buffett’s $9.7B bet. Chipotle launches e-farmers market. Harley jumps 7%.

“Puma-fy Harley-Davidson” — Warren Buffett’s $9.7B bet. Chipotle launches e-farmers market. Harley jumps 7%.

Harley shares surged 7% because its new CEO is turning the company into Puma (in a good way). Warren Buffett is making his first big corona-conomy bet by buying up Dominion Energy, a natural gas pipel...

7 HeinÀ 202017min

“Tesla is a 14-year-old LeBron James” — Lemonade goes public. Tesla > Toyota. Walmart’s drive-in movies.

“Tesla is a 14-year-old LeBron James” — Lemonade goes public. Tesla > Toyota. Walmart’s drive-in movies.

Techie insurance startup Lemonade IPO’d Thursday and its stock doubled. That’s actually an unfair problem with finance. Tesla became Earth’s most valuable car company — and then backed it up that mile...

6 HeinÀ 202017min

“It’s time for B-commerce (Booze commerce)” — Constellation buys Empathy Wine. Alibaba’s stores from the future. YouTube TV’s price jacking.

“It’s time for B-commerce (Booze commerce)” — Constellation buys Empathy Wine. Alibaba’s stores from the future. YouTube TV’s price jacking.

Last pod before the July 4th holiday (celebrated on July 3rd by Wall Street). Liquor legend Constellation just acquired Gary Vaynerchuk’s 1-year-old wine startup because it wants to go direct to consu...

2 HeinÀ 202018min

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