“Thou art fit and proper” — Uber’s London trip. Roku’s home theaterization. ShipBob’s anti-Amazon Alliance.
Uber stock jumped 3% on a ruling in London that we think begins Uber’s new era. Roku is thinking 6-months ahead about your entertainment needs, so it’s turning your streaming TV into a streaming movie...
29 Syys 202015min
“Amazon’s $250 aerial Rottweiler” — Amazon’s home security drone. Vail Resorts’ snow report. Square’s Cash App-titude.
Vail Resorts’ is fighting climate change long term, but could surprisingly thrive this COVID ski season. Square’s stock jumped 12% last week because Cash App’s network effects aren’t getting enough lo...
28 Syys 202015min
“Air Force 1 is 38 years old” — Nike’s sneaker moment. Spotify’s Hollywood repackage. ChargePoint’s electric shovel.
Shares of Nike popped 10% thanks to its retro sneakers, which are still the profit puppy. Spotify wants to repackage its podcast audio content into movies/TV. And ChargePoint plans to go public since ...
25 Syys 202017min
“Elon’s 3 year hype” — Tesla’s un-Tesla Battery Day. GoodRX’s IPO prescription. General Mills’ innovation renovation.
Elon announced… big goals at Tesla’s Battery Day. And Tesla’s stock dropped because we didn’t see the Elon we were expecting. GoodRX shares popped 53% on IPO day because it’s the expedia.com of prescr...
24 Syys 202018min
“We already have a bunch of Quibis” — Quibi’s (potential) sale. Amazon Zucks Peloton? Big Bank money laundering drama.
After raising nearly $2B to enter the Streaming Wars, Quibi may be the first victim of it. Echelon creates low-cost Peloton knockoffs. And it claims it’s partnered with Amazon to Zuck Peloton now. And...
23 Syys 202018min
“Nikola & Theranos. Different companies, same accusations.” — Nikola’s 19% drop. Chime’s $14.5B swipe. BJ’s Costco-fication.
Nikola is kind of like Tesla’s stunt double, and its founder just resigned amid accusations of investor deception (CC Elizabeth Holmes). BJ’s is the cinderella story of the Warehouse Wars after its st...
22 Syys 202017min
“Liam Neeson got TikTaken” — TikTok (isn’t) banned. InFarm’s vertical farms on aisle 3. AT&T’s ad test.
Soooo TikTok downloads are banned as of last night… but there’s a difference between the headline you saw Friday and the headline that should’ve been written. InFarm snagged $170M to make vertical far...
21 Syys 202016min
“It’s like an invisible smart fridge” — Snowflake’s broken IPO. Facebook’s Ray-Ban deal. NextEra’s renewable monopoly.
Snowflake’s business is kind of boring, but their IPO reveals everything that’s wrong with IPOs right now. Facebook is whipping up a Zuck-free Ray-Ban partnership to win Wearables. And NextEra is now ...
18 Syys 202017min
