Shake Shack’s 18% surge, Disney’s record year, and IAC — the VC-like public company (indirectly) powering Tinder

Shake Shack’s 18% surge, Disney’s record year, and IAC — the VC-like public company (indirectly) powering Tinder

FYI, take the Snacks survey so we can get to know our Snackers better (fun fact: you could win a $100 Amazon gift card): www.listenerq.com/snacks —Shake Shack popped 18% not just because of a new strategic move, but because its leadership was open to changing its mind. Disney’s earnings hit record revenues, but spent $3B more money than it made because of acquisitions. And IAC owns a piece of everybody in the human-connecting-human apps industry, including Tinder and Angie’s List.Learn more about your ad choices. Visit podcastchoices.com/adchoices

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Episoder(1812)

🥸 “Whiskey Business” — Nvidia’s Chinese spy. Hershey’s flavor change. NYC’s $150M Marathon. +Pop-Biz Halloween Contest

🥸 “Whiskey Business” — Nvidia’s Chinese spy. Hershey’s flavor change. NYC’s $150M Marathon. +Pop-Biz Halloween Contest

Our Seattle live show on Wed 11/4 is now open to all ages! Buy tickets here: https://www.axs.com/events/1446394/the-best-one-yet-ticketsNvidia’s Jensen Huang has been targeted by a Chinese spy, accord...

30 Okt 24min

🍰 “Golden $CAKE” — Cheesecake Factory’s moment. WNBA’s 9am Final. Anthropic’s 1-person startup. +Halloween Purple

🍰 “Golden $CAKE” — Cheesecake Factory’s moment. WNBA’s 9am Final. Anthropic’s 1-person startup. +Halloween Purple

Cheesecake Factory is winning with complexity… Its super long menu defies restaurant econ.Anthropic acquired a 1-person biopharma startup… Can a solo-preneur cure cancer?WNBA Finals game 6 tips off at...

29 Okt 22min

💁‍♀️ “AI For Moms” — Dazzle’s FemmeBot. DoorDash’s Instacart haul. Royal Caribbean’s Panama Canal. +Octo-bull

💁‍♀️ “AI For Moms” — Dazzle’s FemmeBot. DoorDash’s Instacart haul. Royal Caribbean’s Panama Canal. +Octo-bull

DoorDash is reportedly close to buying Instacart for $17B… because gig app winter is here.Marissa Mayer’s Dazzle launched an AI app for women… inspired by FUBU: For Us, By Us.Royal Caribbean is launch...

28 Okt 21min

🐜 “ANTsy” — Anthropic’s IPO files. Candy Corn’s Copier. Chief of Staffs’ surge. +Bahston Ahccent

🐜 “ANTsy” — Anthropic’s IPO files. Candy Corn’s Copier. Chief of Staffs’ surge. +Bahston Ahccent

Anthropic is giving 1 supershare to its 7 co-founders… but the prices are in the tokens.Candy Corn is dominated by a company who copied it… in the fertile crescent of fructose.And Chief of Staff is th...

27 Okt 23min

🏀 “No Rings Attached” — The Knicks’ phishing debacle. Warhound’s $1B super-puppy. Country Clubs’ fun-pivot. +Pop-Biz Costumes

🏀 “No Rings Attached” — The Knicks’ phishing debacle. Warhound’s $1B super-puppy. Country Clubs’ fun-pivot. +Pop-Biz Costumes

Grab your Tickets to the IPO Tour: Our In-Person OfferingSeattle 11/4 (21+): https://www.axs.com/events/1446394/the-best-one-yet-ticketsThe Knicks reportedly withheld championship rings for certain em...

26 Okt 22min

🧹 “Don’t make the bed” — Airbnb’s chore ban. Zuck’s California empire. Skullcandy’s fighter brand. +Baby-Free airline

🧹 “Don’t make the bed” — Airbnb’s chore ban. Zuck’s California empire. Skullcandy’s fighter brand. +Baby-Free airline

Grab your Tickets to the IPO Tour: Our In-Person OfferingSeattle 11/4 (21+): https://www.axs.com/events/1446394/the-best-one-yet-ticketsAirbnb is banning “unreasonable” checkout tasks… And going luxe ...

23 Okt 22min

🎷 “Sax Sells” — Saxophone’s viral comeback. RAV4’s goldilocks problem. Anthropic’s SpaceX rental. +Caliquila

🎷 “Sax Sells” — Saxophone’s viral comeback. RAV4’s goldilocks problem. Anthropic’s SpaceX rental. +Caliquila

Toyota created America’s perfect car: The RAV4… But sales are down because TOO MUCH demand.The saxophone is surging… because its sound is “inimitable”.SpaceX is AI’s landlord, Anthropic is an AI rente...

22 Okt 21min

👀 “Deceptively Good Marketing” — A24’s Elizabeth Holmes hit. Hermès’ emerging suburbs. Supplement acid strips. +Failure Day

👀 “Deceptively Good Marketing” — A24’s Elizabeth Holmes hit. Hermès’ emerging suburbs. Supplement acid strips. +Failure Day

Hermès’ new emerging market? American suburbs… Call them “Nashvillionaires.”“You Can See Everything” has a 21% chance to win Best Picture… Because Nathan Fielder has a strategy.Olive oil in shampoo bo...

21 Okt 21min

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