🧸 “Toy-vasion” — Toys ‘R’ Us’ land-air-sea plans. Covid’s Nobel Prize. Sphere’s U2 concert.
Toys ‘R’ Us is back with an ambitious expansion plan that they call “land, air, and sea” — Because location isn’t just a physical place, it’s also a mindset.The Nobel Prize was awarded to 2 scientists...
3 Loka 202319min
🍽️ “Death of a Meal Kit” — Blue Apron’s autopsy. The Stock Market’s sad September. Porsche’s 1st apartment.
Blue Apron was sold to Wonder for $100M — The problem? That’s 95% lower than the mealkit compay’s peak valuation. We found out why.The S&P 500 fell by 5% in September — We found the quintuple whammy o...
2 Loka 202320min
🥇 “Gollllllld” — Costco’s gold bars. Microsoft’s nuclear reactor. Levi’s over-firing strategy.
Ask Nick & Jack (almost) anything with this form. The newest and fastest-selling product at Costco? 1 oz gold bars — Because gold is the financial emergency survival kit for money.Microsoft is hiring...
29 Syys 202320min
💿 “The Last DVD” — Netflix’s brilliant self-disruption. The Electric Cars election. ChatGPT’s physical “chatpod”.
Tomorrow is the last day you can order a DVD from Netflix — For 10 years Netflix was just DVDs, then it made a brilliant pivot… by putting the DVD people in another building.Detroit is known for makin...
28 Syys 202320min
🤸♀️ “Grandpa wears Lulu” — Lululemon’s multi-generational strategy. Amazon’s monopoly lawsuit. Yelp’s hall of shame.
The surprise reason Lululemon enjoys consistent 20% growth every quarter? Cause it’s selling to moms and daughters *and* grandmas — Because Lulu prioritizes function over fashion.Amazon was just sued ...
27 Syys 202318min
🔫 “Super Soaker World” — Nerf’s theme park. Writers’ strike finale. Spotify’s podcast translator.
Hasbro’s Nerf brand was essential to our childhood, so it’s opening its 1st ever Nerf theme park — Because great brands are like a rubberband… they can strettttch.The writers have reached a tentative ...
26 Syys 202319min
🎙️🎙️“TBOY signs with Wondery” — Return of the TV Rerun. Deion’s $5M sunglasses. Snapchat’s surprise+.
Since the writers’ strike began, you’ve been watching reruns (Suits, Seinfeld, and Wheel of Fortune) — the Hollywood Strike has been bad for TV, but great for everything else. How did Snapchat hit 5M ...
25 Syys 202319min
🐒 “Elon’s Luke Skywalker monkey startup” — Neuralink’s brain computer. Rupert Murdoch’s succession. Walmart’s puppy splurge.
Elon’s musk’s most secretive startup (Neuralink) is moving to human trials — It’s connecting humans to computers to save the world from robots. The most influential media mogul of his era, Rupert Murd...
22 Syys 202320min
