“Goldman’s burn book” — Railroad’s $27B velocity. Zoom’s ZaaS. Goldman’s kingmaker revolt.
The Best One Yet23 Mar 2021

“Goldman’s burn book” — Railroad’s $27B velocity. Zoom’s ZaaS. Goldman’s kingmaker revolt.

Straight outta an 1872 headline, we got ourselves the most important day for railroads in years. Zoom’s answer to post-Covid? Un-brand itself — it could stick Zoom in your Tinder video dates instead. And Goldman Sachs’ analysts whipped up an 11-slide pitch deck to Goldman’s CEO… about how much they hate working at Goldman. $KSU $CP $ZM $GS Got a SnackFact? Tweet it @RobinhoodSnacks @JackKramer @NickOfNewYork Want a shoutout on the pod? Fill out this form: https://forms.gle/KhUAo31xmkSdeynD9 Got a SnackFact for the pod? We got a form for that too: https://docs.google.com/forms/d/e/1FAIpQLSe64VKtvMNDPGSncHDRF07W34cPMDO3N8Y4DpmNP_kweC58tw/viewform Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Episoder(1558)

Waymo’s valuation plummets, RV-giant Thor Industries jumps 16% on global camping, and Budweiser’s Asia IPO

Waymo’s valuation plummets, RV-giant Thor Industries jumps 16% on global camping, and Budweiser’s Asia IPO

Bud had a hefty bar tab, so it just spun-off its Asia beer business — and the IPO proved unsexy business models may be sexy again. Google’s self-driving car division just had its valuation slashed because it’s taking. Way. Too. Long. To. Arrive. And the world’s biggest RV-maker, Thor Industries, jumped 16% because camping is going global. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

1 Okt 201915min

AT&T may cut NFL Sunday Ticket, Endeavor cancels its IPO, and Rent The Runway’s worst week ever

AT&T may cut NFL Sunday Ticket, Endeavor cancels its IPO, and Rent The Runway’s worst week ever

Talent agency Endeavor was supposed to IPO last Friday, but it called off everything Thursday night. Rent The Runway is not taking new customers to its clothing rental until Oct 15th because of a mistake that reveals what kind of a company it really is: Logistics. And NFL Sunday Ticket is the loyalty leader that got people using DirecTV — but now AT&Tis considering ending the expensive deal. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

30 Sep 201915min

Interview with Peloton’s Co-Founder

Interview with Peloton’s Co-Founder

Straight from the fitness tech pioneer’s IPO, we sit down with Peloton co-founder and COO Tom Cortese to talk about how they pitched investors, what drives customer loyalty, and if the stock ticker symbol should’ve been “SWET” or “SPIN” instead of "PTON". Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

27 Sep 201918min

Facebook Oculus creates a virtual world, Amazon launches tons of new products, and eBay’s CEO is out

Facebook Oculus creates a virtual world, Amazon launches tons of new products, and eBay’s CEO is out

Facebook’s virtual reality arm, Oculus, just cooked up “Horizons” — a virtual world at a whole new level. Amazon released a huge number of Alexa-packed products, including a finger ring, copy-cat AirPods, and a high-end speaker. And fresh after WeWork and Juul just lost both their CEOs this week, eBay’s leader is stepping down. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

26 Sep 201917min

WeWork’s CEO is out, Nike goes for dude-leisure-wear, Nio (the Tesla of China) cancels its earnings call

WeWork’s CEO is out, Nike goes for dude-leisure-wear, Nio (the Tesla of China) cancels its earnings call

After a crazy week, WeWork’s co-founder and CEO stepped down. Nike’s earnings reveal its next opportunity is really with guys wearing athleisure. And Nio, the Tesla of China, plummeted 22% after another rough quarter that forced it to shockingly cancel its earnings call. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

25 Sep 201914min

Bloomingdale’s launches rental clothes, Fitbit is on the market for sale, and Thomas Cook just shut down mid-flight

Bloomingdale’s launches rental clothes, Fitbit is on the market for sale, and Thomas Cook just shut down mid-flight

Literally while some people were in the air, British travel agency Thomas Cook shut down, so we look at the millions affected by a big corporate bankruptcy. Fitbit’s fought hard  to survive since Apple unveiled the Watch, but it’s now offering to sell itself. And Bloomingdale’s launched “My List,” a 10-item per month clothing rental for $149/month as “clothing as a service.” Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

24 Sep 201917min

Tinder’s new “Swipe Night” TV show, J. Crew’s Madewell IPO, and e-cigarettes are getting cancelled

Tinder’s new “Swipe Night” TV show, J. Crew’s Madewell IPO, and e-cigarettes are getting cancelled

J. Crew’s legendary denim brand is outperforming J. Crew — so it filed to IPO itself. Tinder-owner Match Group is getting an interactive TV show (welcome to “Swipe Night”) in a unique convergence of tech and media. And Juul’s e-cigarette issues keep piling up, which is a bigger pain for its latest investor: regular cigarette-maker Altria. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

23 Sep 201916min

Amazon’s epic carbon neutrality pledge, Alphabet’s drone deliver goes live ASAP, and Stripe hits $35B

Amazon’s epic carbon neutrality pledge, Alphabet’s drone deliver goes live ASAP, and Stripe hits $35B

Bezos kicked things up a notch by announcing a carbon neutrality pledge for Amazon that shockingly even beats the Paris Climate Accords. Alphabet’s drone division, Wing, just partnered up with Walgreens, FedEx, and a local gift store to make drone delivery happen next month in Virginia. And Stripe just passed Airbnb with a $35B valuation that earns it our “Unicorn of the Day.” Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

20 Sep 201915min

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