🚽 “Lattes & Lavatories” — Starbucks’ policy pivot. LA’s greedy landlords. Planet Fitness’s biggest risk.
Starbucks’ is trying to save “the 3rd place”... by ending their open doors bathroom policy.Greedy LA landlords are jacking up rents 100%... but there could be a housing market silver lining.Planet Fit...
15 Jan 202522min
📹 “The Next TikTok” — Whatnot’s $5B shop app. Nvidia’s uranium problem. Sonos’ CEO oopsie.
TikTok will be banned in 5 days… but its replacement is Whatnot: It’s Instagram + eBay + MTV.Sonos is known for its fancy sounds systems… but the CEO just quit because of 1 big mistake.Nvidia chips ha...
14 Jan 202523min
🧀 “Return of the Rat” — Chuck E. Cheese’s $1B comeback. Hotelification of offices. Disney’s sports streamer airballs.
Chuck E. Cheese is back from bankruptcy… with a brand new babysitter strategy.Pools, massages, bars… Offices are getting “hotelified” for the 2025 Return-to-Office push.Disney, Fox, and Warner’s joint...
13 Jan 202521min
🔥 “LA’s Fire Hero” — Watch Duty’s #1 fire app. Rolls-Royce’s Picasso car. $1T of Gift Returns.
The #1 in the whole App Store is Watch Duty… a hero saving lives in LA’s wildfires.Rolls-Royce now sells 100% top-to-bottom custom cars… it’s commissioned art, like Picasso.17% of Christmas gifts get ...
10 Jan 202522min
⛰️ “51st State” — USA’s Greenland deal. Starface’s pimple patch. John Deere’s robo-tractor.
Trump proposed buying Greenland… so we looked into how/if/when it’s possible.John Deere’s big tech update at CES?... a robo-self-driving tractor to cut your grocery bill.Starface has become a $100M st...
9 Jan 202522min
🌹 “META goes MAGA”— Zuck’s fact-check switcheroo. Tiger’s viral golf league. Alcohol’s 1st warning label.
Mark Zuckerberg is ending fact-checking on Instagram & Facebook… because Trump won the election.The Surgeon General said alcohol causes cancer… Will a liquor warning label work?Tiger and Rory’s new go...
8 Jan 202522min
⛷️ “Ski-Pocalypse” — Park City’s ski strike. NYC’s traffic tax. The Birth of Gen Beta.
The biggest strike in ski history hit during the busiest ski week of the year… and Vail lost $400M.A brand new generation is being born in 2025: Gen Beta… And we found its 1 defining trait.NYC launche...
7 Jan 202522min
🔮 “The Predictions Pod” — Apple iToilet, Disney Airlines, and Home Depot Homes.
#1. Apple iTush — Apple will launch a smart toilet (aka “iTush”) to expand its push into health.#2. Disney Airlines — Disney will acquire Spirit Airlines to bring its cruise strategy to the skies.#3. ...
6 Jan 202522min
