“Dieting, but not cutting out milkshakes” — Uber-as-a-Service. Beyond Meat’s Cookout strategy. The (other) Dow’s filthy environmentalism.
The Best One Yet18 Jun 2020

“Dieting, but not cutting out milkshakes” — Uber-as-a-Service. Beyond Meat’s Cookout strategy. The (other) Dow’s filthy environmentalism.

Beyond Meat’s early adopters didn’t care about price, but everyone else does. So it’s launched an “affordable” bulk pack to get beyond them. Dow Inc. (not “The Dow”) is okay making filthy materials because it says they make Tesla possible. And Uber is teaming up with the public transportation it’s historically always crushed — we’re calling it UaaS (“Uber-as-a-Service”).Learn more about your ad choices. Visit podcastchoices.com/adchoices

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Episoder(1655)

🌝 “Post-Swift Era” — Ticketmaster’s Google moment. Calvin Klein’s JFK Jr miss. Trump’s Iran TACO? +Beyond Meat’s rename

🌝 “Post-Swift Era” — Ticketmaster’s Google moment. Calvin Klein’s JFK Jr miss. Trump’s Iran TACO? +Beyond Meat’s rename

Stagflation had entered the chat… But the President reversed everything with a tweet.Calvin Klein’s is viral thanks to FX’s “Love Story” about JFK Jr and CBK… but Calvin wasn’t ready.Live Nation doesn...

10 Mar 22min

🔵 “$400M Latte” — Blue Bottle’s acquisition. Oil’s everything tax. Startup-maxxing surge. +Solo Dining Surge

🔵 “$400M Latte” — Blue Bottle’s acquisition. Oil’s everything tax. Startup-maxxing surge. +Solo Dining Surge

Founder-Maxxing is the new trend… America is losing jobs, but gaining entrepreneurs.Blue Bottle Coffee was just acquired by China’s Luckin for $400M… It’s a 9-digit latte.Oil surged 14% in the biggest...

9 Mar 22min

🏁 “Kars 4 Kims” — Formula 1’s girlfriend bet. Robinhood’s platinum card. Iran’s Insider Predicting. +Burger King bites back

🏁 “Kars 4 Kims” — Formula 1’s girlfriend bet. Robinhood’s platinum card. Iran’s Insider Predicting. +Burger King bites back

Formula 1 racing starts tomorrow and it comes down to 3 biz keys… Cadillac, Apple, and Kim Kardashian.Robinhood’s $695 Platinum Card is made of *real* platinum… but can it out-Amex your assets?16 peop...

6 Mar 22min

💻 “MacValue Meal” — Apple’s $599 laptop. Soulja Boy’s AI phone. Iran’s bull case. +Taser Alarm Clock

💻 “MacValue Meal” — Apple’s $599 laptop. Soulja Boy’s AI phone. Iran’s bull case. +Taser Alarm Clock

Apple launched its cheapest laptop ever… we think repeats a mistake Tesla made.Soulja Boy is the 1st rapper to clone his voice with AI… to sell B2B software.Stocks are actually up since the War with I...

5 Mar 23min

🤙 “High School Millionaire” — Cal AI’s crazy acquisition. Iran’s drone game. McDonald’s cringe-burger. +New Song car-crash

🤙 “High School Millionaire” — Cal AI’s crazy acquisition. Iran’s drone game. McDonald’s cringe-burger. +New Song car-crash

McD’s CEO went viral for awkwardly eating its new burger… but it smells like a 90s marketing McTastrophe.Iran’s $20k drones cost us $4M to shoot down… It’s financial asymmetry, affecting stocks.Cal AI...

4 Mar 22min

🛡️ “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...

3 Mar 23min

💉 “Corporate Botox” — Block’s 40% layoff. Netflix’s wedding crashed. Coach Handbags’ anthropologist. +Burger King’s AI

💉 “Corporate Botox” — Block’s 40% layoff. Netflix’s wedding crashed. Coach Handbags’ anthropologist. +Burger King’s AI

Jack Dorsey is replacing 40% of Block’s employees with AI… and the Wall Street reward was huge. Coach is selling 3 million Gen Z women its $350 handbag… thanks to an anthropologist.Wedding Crashers ex...

2 Mar 23min

🤠 “LIVE with Poppi Co-founders Allison & Stephen Ellsworth — Pepsi’s $2B Power Couple

🤠 “LIVE with Poppi Co-founders Allison & Stephen Ellsworth — Pepsi’s $2B Power Couple

Husband and wife Allison and Stephen Ellsworth have 3 kids and 3 Super Bowl commercials - Because together they created Poppi, the better-for-you soda disruptor that PepsiCo bought for $1.95 Billion l...

27 Feb 29min

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