🍷 “LeBrunello James” — NBA’s wine season. China’s marriage markets. Warner Bros’ bidding way. +6-pound phone case
The NBA season kicked off last night…and it’s the official league of wine.Warner Brothers Discovery stock jumped 11% on word of a bidding war… Netflix, Comcast, and Paramount all want to buy it.An old...
22 Loka 202522min
🏴☠️ “The Day the Internet Broke” — AWS’ outage. Canyon Ranch’s menopause resort. TiVo’s last day. +FBI’s art crime team
Canyon Ranch is opening a $500M hotel in Austin, but for just 1 customer… Women.The internet broke yesterday because of Amazon Web Services… It’s too connected to fail. TiVo, the TV pioneer, just sold...
21 Loka 202522min
🌴 “Date Maxxing” — Medjool Dates’ surge. Apple’s F1 fashion. Ramp’s ‘The Office’ strategy. +Worst Tipping City
Apple snagged the TV rights to Formula1… Because racing is now a luxury fashion product.Ramp just hired the cast from ‘The Office’... and got the receipts on your most-expensed meal.Date-maxxing is vi...
20 Loka 202521min
🪽 “Fashion Show 2.0” — Victoria’s Secret’s resurrection. Coterie’s $1B diaper. Ikea’s price pop. +Moneycrisp Apples
Victoria’s Secret got its mojo back Wednesday night, but so did the stock… it’s following Abercrombie’s playbook.Coterie diapers are being acquired for up to $1B… because even diapers need a status sy...
17 Loka 202521min
😏 “DTP (Down To Prompt)” — ChatGPT’s erotic pivot. Bill Simmons’ king-maker. Goldman’s D1 Athletes. +Tyra Banks’ hot ice cream.
OpenAI announced erotica will be allowed in the chat… Sam Altman is flooding the zone.Netflix is adding Spotify video podcasts… because Bill Simmons is the king-maker of pods.Big Bank earnings are wil...
16 Loka 202520min
🧋 “Anti-Slop Coffee Shop” — Claude’s AI café. Vulcan’s patriotic mine. Buldak’s $8B noodles. +Downpayment Work Perk.
Why did an AI brand open an NYC coffee shop?... Claude’s throwing shade at ChatGPT.China’s cutting off rare earth metals to America… So Vulcan raised $65M for Made in USA ones.Gen Alpha’s favorite bra...
15 Loka 202522min
🪞 “Mirror, no Mirror?” — Aritzia’s mirrorless fashion. Nobel’s Creative Destruction prize. Strava’s Garmin lawsuit. +Failure Day
Canada’s Aritzia is now as valuable as The Gap or Levi’s… But it’s doing it with mirrorless dressing rooms.Strava sued Garmin as the running app preps to IPO… It’s social networks vs. satellite networ...
14 Loka 202522min
🏙️ “JamieLand” — JPM’s Return-to-Office Tower. Scoreability’s LinkedIn for Athletes. Walmart’s Store of the Future. +Pumpkin Spice Weddings
JP Morgan Chase’s new skyscraper just opened… including 19 restaurants & custom scents.Scoreability is LinkedIn of high school athletes… Because college sports is a for-profit growth industry.Walmart ...
13 Loka 202522min
