“Cloud computing is the new oil” — Kraft-Heinz 70% stock drop. Tesla’s “buy low, sell high”. Microsoft vs. Amazon.
Fresh after Tesla shares hit their all-time high, the company has a surprise: It’s selling 2.6M fresh shares to raise $2B in fresh cash. Kraft Heinz shares fell 8% after the 150-year-old pantry icon showed it has no turnaround plan -- it just wants more processed foods. And the epic $10B JEDI deal between Microsoft and the Pentagon is frozen (and the real winner could be Amazon). Cloud computing is the new oil. 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 Helmi 202015min
“Facebook fact-checkers vs. 4.75B posts per day” — DoorDash’s not First-Mover Advantage. SoundCloud’s desperate $75M. Facebook’s hires Reuters.
Facebook has added a new addition to its army of information regulators for the election year, but we’re looking at their odds (spoiler: not great odds). SoundCloud snags a fresh $75M in funding from SiriusXM, but the music platform still hasn’t found itself. And DoorDash’s CEO sat down for an interview with Fortune that revealed how First Mover advantage isn’t an advantage. 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 Helmi 202018min
“Starbucks wants to pick you up at the airport” — Sprint/T-Mobile gets approved. Samsung’s flip phone. Starbucks’ airport deal.
Sprint surged nearly 80% on word its T-Mobile merger is good to go (because Sprint was basically a dead wireless man walking). Samsung whipped up a foldable new phone that you should definitely care about because we don’t actually live in an iPhone world. And Starbucks snagged a new airport partnership that’s innovatively all about getting you coffee without any terminal friction. 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.
12 Helmi 202018min
“Burger King is jealous of Popeye’s fried chicken-palooza” — Brandless shuts down. Coronavirus’ lenders. Popeye’s power earnings.
Restaurant Brands International happens to own both Burger King and Popeye’s, but it was Popeye’s chicken-powered quarter that’s getting all the attention. Softbank-backed nearly-unicorn Brandless is shutting down after trying to create a brandless brand. And coronavirus is causing a financial crisis for many Chinese companies, so we’re looking at the lenders of last resort. 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.
11 Helmi 202019min
“Warner Music is Venture Capital for musicians” — Uber’s profit shocker. Ericsson/Nokia 5G awkwardness. Warner Music’s IPO.
Warner Music filed to IPO because streaming saved the music industry. Uber shares surged 10% before the weekend on word it’s actually planning to become profitable by the end of this year (*depends how you define “profits”). And Europe’s telecom giants Ericsson and Nokia woke up to word the US government may want to acquire them because we’re desperate for a 5G internet network. 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.
10 Helmi 202019min
“Dunkin’ stealthily went fancy” — WWE’s XFL problem. Twitter’s record surge. Dunkin’s premium coffee strategy.
Dunkin’ announced earnings, but we’re focused on the subtle hints that it’s transforming into a fancy coffee chain. World Wrestling Entertainment stock dropped 9% and we’re blaming the XFL situation. Twitter shares surges as the social network tries to convince you it’s in the most healthy shape of its life. 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.
7 Helmi 202018min
“By that math, Instagram is worth $150B” — Chipotle’s Taco Bell-ification. Instagram owns Facebook. Spotify’s acquires the Ringer
Turns out Spotify just made (another) acquisition in the podcast space because it’s trying to build a “gated garden.” Instagram’s numbers leaked and we finally learned how it stacks up to YouTube. And Chipotle’s sales surged 13% because its new CEO is cooking up a Taco Bell-ificiation 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.
6 Helmi 202017min
“Why Tesla is like a young avocado tree” — Visa’s swipe tax. BP’s empire. Tesla’s Elon-sanity.
Snackers want to know why Tesla stock has surged a freakish 60% in the last week, and the answer lies in avocado trees and orange groves. Visa is already Earth’s biggest payment processor, but now it’s making the biggest change to credit card transactions in a decade: AKA, “the swipe tax.” And BP’s oil empire is getting harvested by BP. 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.
5 Helmi 202020min
