🛡️ “War-folios” — Iran market reaction. Dutch Bros’ energy. Anthropic’s moral marketing. + Fitbit for farting

🛡️ “War-folios” — Iran market reaction. Dutch Bros’ energy. Anthropic’s moral marketing. + Fitbit for farting

Oil’s up, airlines are down, and so is Chipotle… We look at how War in Iran hits everything markets.

Dutch Bros is now the #3 coffee chain… but it’s actually an energy drink chain in disguise.

Anthropic vs. The Pentagon vs. OpenAI… Can morals become marketing?

Plus, the next cutting edge technology is in your undies… It’s the Fitbit of Farts.


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Episoder(1745)

🍦 “Picasso of Pints” — Van Leeuwen’s boom. Reddit’s Un-Googling. Gen Z’s Retirement-Maxxing. +LeBron’s salary cut

🍦 “Picasso of Pints” — Van Leeuwen’s boom. Reddit’s Un-Googling. Gen Z’s Retirement-Maxxing. +LeBron’s salary cut

The fastest-growing dessert brand is Van Leeuwen ice cream… because a pint is not a solist, it’s part of an orchestra.Reddit is considering removing itself from Google… because of Zero-click searches ...

27 Jul 0s

🐳 “Moby Dick Money” — Venture Whaling Capital. OpenAI’s Houdini escape. Summer Fridays’ anti-virality. +Wake-maxxing

🐳 “Moby Dick Money” — Venture Whaling Capital. OpenAI’s Houdini escape. Summer Fridays’ anti-virality. +Wake-maxxing

Nantucket whaling was the 5th biggest industry in America… and it became today’s Venture Capital.OpenAI’s model escaped from its cage and hacked someone… But Meta says “it’s all good”.Summer Fridays w...

24 Jul 0s

⚡ “The 3 Flavors” — Saudi’s nuclear menu. Chris Nolan’s Zeus law. Instant Ramen’s cold breakthru. +Miami’s Tan Tax

⚡ “The 3 Flavors” — Saudi’s nuclear menu. Chris Nolan’s Zeus law. Instant Ramen’s cold breakthru. +Miami’s Tan Tax

Odyssey Director Chris Nolan got $20M, star Matt Damon got $15M… Filmmakers are the new Franchise.Saudi Arabia is joining the nuclear club… and 1 American biz from 1886 is serving it up.Instant Ramen’...

23 Jul 0s

🫟 “Bro-Doh” — Hasbro’s adults-only. AI’s China lead. Volleyball’s Zendaya moment. +CD surge

🫟 “Bro-Doh” — Hasbro’s adults-only. AI’s China lead. Volleyball’s Zendaya moment. +CD surge

Hasbro stock jumped 10% on new adults-only anti-screen Play-Doh… but the same product failed 6 years ago.The new AI leader is cheap and Chinese… And Moonshot AI kicked off a Digital Trade War.Volleyba...

22 Jul 0s

🦄 “Glammed Gas” — Costco’s 1st gas station. World Cup’s $15B triumph. Chanel’s oldest shirt. +The 5 Coffee Rule

🦄 “Glammed Gas” — Costco’s 1st gas station. World Cup’s $15B triumph. Chanel’s oldest shirt. +The 5 Coffee Rule

A VC-backed boogie gas station? And a new Costco gas station too?... We know why gas got a glow-up.America super-sized the World Cup to great success… because in live sports, more is more.Chanel acqui...

21 Jul 0s

🧍🧍‍♂️🧍‍♀️ “Big Dumb Line” — Our retail line obsession. Trump’s $100k pay-to-tweet. TopGolf for Pool. +TechNeck

🧍🧍‍♂️🧍‍♀️ “Big Dumb Line” — Our retail line obsession. Trump’s $100k pay-to-tweet. TopGolf for Pool. +TechNeck

Americans are waiting in line for everything… and a velvet rope is a self-fulfilling business prophecy.Truth Social is selling early access to the President’s tweets to hedge funds… Wall Street can tu...

20 Jul 23min

 🔱 “HomerAI” — The Odyssey’s $2,000 dupe. Venmo’s secret suitor. Adult Happy Meals. +Messi’s meandering

🔱 “HomerAI” — The Odyssey’s $2,000 dupe. Venmo’s secret suitor. Adult Happy Meals. +Messi’s meandering

Christopher Nolan’s $250M “The Odyssey” premiered yesterday… but so did an AI-generated $2K version.PayPal is in play, with a $53B acquisition offer… But the ultimate buyer could be SpaceX.$27 for a b...

17 Jul 22min

⚽ “Ghost Tickets” — StubHub’s CEO scalper. Béis’ hater luggage. DeepSeek’s anti-Ferrari AI. +Chipotle’s Mexican 1st

⚽ “Ghost Tickets” — StubHub’s CEO scalper. Béis’ hater luggage. DeepSeek’s anti-Ferrari AI. +Chipotle’s Mexican 1st

StubHub faces class action Ghost Ticket lawsuits… as the CEO was outed as a ticket scalper.Béis sells $250M in luggage every year… its newest viral Weekender bag was designed by haters.China’s DeepSee...

16 Jul 22min

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