🛒 “UberCartDashBnB” — Airbnb’s new bets. Boxed Wine’s boom. Robinhood’s seed farmer. +LinkedIn Snitches
Airbnb stock had its best day ever Friday… because of car rentals, luggage storage, & Gigagedon.Robinhood is IPO-ing a VC fund with Y Combinator companies… it’s super seedy (in a good way).Boxed wine ...
10 Aug 20min
🌶️ “Sloppy Nachos” — Chili’s AI rejection. Tubi’s Adam Sandler strategy. Zoox’s Amazon ATH. +Sam’s Influencer Camp
Amazon is #1 in the Mag7 in 2026... And its Zoox pedal-less robocab is about to get its 1st fare.Just after Pringles embraced AI, Chili’s is spitting it out… Here’s what Chili’s bought instead.The big...
7 Aug 20min
👉 “Poke” — MySpace vs. DisTok. Travis Kalanick’s future-port. Pringles’ perfect AI potato. +Spreadsheet Dating
MySpace makes a comeback & Disney partners with TikTok… It’s social media’s 2 destinies.Your next Pringle may be perfect… because AI perfected the potato with “Digital Twins.”Ousted Uber founder Travi...
6 Aug 22min
💫 “Menage-a-AI” — SpaceX’s frenemies. Steve Madden’s season-killer. Korea’s stock celibacy. +Air Protein
SpaceX’s 1st ever earnings report… Starlink for all, rockets crashing into moons, and AI frenemies.Steve Madden’s shoe sales are at all-time-highs… because only sandals are seasonal.Koreans are taking...
5 Aug 21min
🥥 “Coco FOMO” — Vita Coco’s 5x IPO. Garmin’s Y2K watch. Dell’s backyard battery dude. +James Bond WFH
Michael Dell’s son is selling bear-sized backyard batteries… for 95% cheaper than Elon’s.How is Garmin beating the Apple Watch with run clubs?... By rocking Y2K little tech energy.Vita Coco’s coconut ...
4 Aug 21min
🧠 “Pimple Popped” — Death of a Boy Genius Fund. Reformation’s Clueless IPO. Tesla’s rolling WiFi. +Hugo Spritz summer
Elon & Cybercabs can spit out Starlink wifi… it’s another reason SpaceX + Tesla will merge.Reformation IPO’d, but its secreet is smart dressing rooms… inspired by “Clueless.”Leopold is the 24-year-old...
3 Aug 23min
🥪 “AI Can’t Bake Bread” — Jersey Mike’s IPO. OPEC for Demand. Nantucket’s Influencer Drama. +Weather’s “Wet Bias”
Jersey Mike’s had the biggest restaurant IPO in 15 years… because investors are hot for cold cuts.The War in Iran keeps escalating, but oil prices don’t... Because China is now DOPEC: OPEC for Demand....
31 Jul 21min
👬 “The Brotation" — Nasdaq’s 10% drop. eBay’s cockroach scandal. Haribo's gummy stores. +Minivan Momentum
eBay sent a box of cockroaches to 2 journalists… now it’s paying $56Haribo opened its 1st gummy-only stores… but it’s not a 1-trick pony, it’s a 1-trick thoroughbred.Tech stocks are down 10% on “Brota...
30 Jul 21min
