🍦 “King of Cone” — Joy’s ice cream cone monopoly. Skechers’ soccer deal. Tipping’s tipping point.
The Best One Yet18 Aug 2023

🍦 “King of Cone” — Joy’s ice cream cone monopoly. Skechers’ soccer deal. Tipping’s tipping point.

It’s our last pod until Tuesday, September 5th as we take our annual vacation… but we whipped up 3 fantastic stories for ya: There are 17K ice cream parlors in the US, but 1 cone company dominates the market — Joy Cones proves that in some markets, boring is better.

Skechers just signed England’s #1 soccer player to a lifetime deal to wear Skechers cleats — But its goal isn’t to be #1, it’s to be #3.

And Tipping has reached a tipping point and we found the culprit: Toast — Toast’s payments tablets have turned “Tip Creep” into “Tip Fatigue” and now a “Tip Turnaround.”

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$SKX $NKE $ADDYY $TOST $UL

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Episoder(1684)

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Nintendo surged 18% in 2 weeks thanks to 30-year old Pokemon… and it hates AI.Quince just hit a valuation twice as good as Skims… thanks to caviar, candles, and caviar?Rivian is taking orders for the ...

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🍰“AI’s 5-Layer Cake” — Nvidia’s epic explainer. LEGO’s verb’ing. Nio’s battery-swap cars. +End of Athleisure

🍰“AI’s 5-Layer Cake” — Nvidia’s epic explainer. LEGO’s verb’ing. Nio’s battery-swap cars. +End of Athleisure

Lego had its best year ever, launching 2 new sets every day… Thanks to a lesson from sports.Nvidia’s Jensen Huang wrote his first blog post in 6 years… to explain AI is like a 5-layer cake.China’s Nio...

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

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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...

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

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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...

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

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