🧸 “Soft Bear Energy” — Build-A-Bear’s surge. Netflix’s naked data. Fossil Fuel’s End.
The Best One Yet14 Des 2023

🧸 “Soft Bear Energy” — Build-A-Bear’s surge. Netflix’s naked data. Fossil Fuel’s End.


TBOY Merch Drop: Get The Best Gifts Yet at www.tboypod.com


Build-A-Bear is having its best year ever, despite its friction-full buying experience — Because soft is security.


Nearly 200 countries just pledged to “transition away from fossil fuels” to conclude the big UN climate conference — So why did Exxon Mobil’s stock rise?


And Netflix just became the 1st streaming company to share all the data on what you’re watching — Their transparency is their competitive advantage (fyi, link to the spreadsheet below

)


Netflix’s 1st Viewership Report: https://assets.ctfassets.net/4cd45et68cgf/1HyknFM84ISQpeua6TjM7A/97a0a393098937a8f29c9d29c48dbfa8/What_We_Watched_A_Netflix_Engagement_Report_2023Jan-Jun.xlsx


$BBW $NFLX $XOM


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Episoder(1588)

🍼 “Breast Milk Ice Cream” — Frida’s lactation gelato. Robinhood’s mail-order-cash. America’s “Car Bloat.”

🍼 “Breast Milk Ice Cream” — Frida’s lactation gelato. Robinhood’s mail-order-cash. America’s “Car Bloat.”

Frida’s breast milk-flavored ice cream is due in 9 months… It’s not April Fool’s, it’s a “product-tizement.”Robinhood launched big bank products this week… but we think it’s the Airbnb of Finance.American cars are now so big it’s affecting traffic… So we’ll explain “Car Bloat” and “The Panamax Effect."Plus, Jeff Bezos just sent out invites to his wedding (we got the financial deets)...Want more business storytelling from us? Check out the latest episode of our new weekly deepdive show: The untold origin story of… Goldfish Crackers 🧀Subscribe to The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinks to listen.“The Best Idea Yet”: The untold origin stories of the products you’re obsessed with — From the McDonald’s Happy Meal to Birkenstock’s sandal to Nintendo’s Susper Mario Brothers to Sriracha. New 45-minute episodes drop weekly.—-----------------------------------------------------Subscribe to our new (2nd) show… The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinksEpisodes drop weekly. It’s The Best Idea Yet.GET ON THE POD: Submit a shoutout or fact: https://tboypod.com/shoutouts FOR MORE NICK & JACK: Newsletter: https://tboypod.com/newsletter Connect with Nick: https://www.linkedin.com/in/nicolas-martell/ Connect with Jack: https://www.linkedin.com/in/jack-crivici-kramer/ SOCIALS:Instagram: https://www.instagram.com/tboypod TikTok: https://www.tiktok.com/@tboypodYouTube: https://www.youtube.com/@tboypod Anything else: https://tboypod.com/ Subscribe to our new (2nd) show… The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinksEpisodes drop weekly. It’s The Best Idea Yet.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

28 Mar 22min

🐸 “Find Your Muppet” — Sesame Street’s Cocomelon threat. Saratoga’s viral facial water. Signal’s user error.

🐸 “Find Your Muppet” — Sesame Street’s Cocomelon threat. Saratoga’s viral facial water. Signal’s user error.

A gym-fluencer did a 3:52am sparkling ice facial… and Saratoga Water’s stock jumped 6%.Sesame Street is facing 3 major threats… Bluey, Cocomelon, and Ms. Rachel.The Atlantic’s journalist shared more screenshots… but we got curious about the chat app, Signal.Plus, one movie Director spent $11M of Netflix’s budget on Ferraris, mattresses, & crypto…$PRMB $WBD $NFLXWant more business storytelling from us? Check out the latest episode of our new weekly deepdive show: The untold origin story of… Goldfish Crackers 🧀 Subscribe to The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinks to listen.“The Best Idea Yet”: The untold origin stories of the products you’re obsessed with — From the McDonald’s Happy Meal to Birkenstock’s sandal to Nintendo’s Susper Mario Brothers to Sriracha. New 45-minute episodes drop weekly.—-----------------------------------------------------Subscribe to our new (2nd) show… The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinksEpisodes drop weekly. It’s The Best Idea Yet.GET ON THE POD: Submit a shoutout or fact: https://tboypod.com/shoutouts FOR MORE NICK & JACK: Newsletter: https://tboypod.com/newsletter Connect with Nick: https://www.linkedin.com/in/nicolas-martell/ Connect with Jack: https://www.linkedin.com/in/jack-crivici-kramer/ SOCIALS:Instagram: https://www.instagram.com/tboypod TikTok: https://www.tiktok.com/@tboypodYouTube: https://www.youtube.com/@tboypod Anything else: https://tboypod.com/ Subscribe to our new (2nd) show… The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinksEpisodes drop weekly. It’s The Best Idea Yet.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

27 Mar 23min

🎟️ “Inside StubHub” — The Ticket IPO. Napster’s $200M comeback. 23&Me’s DNA drama.

🎟️ “Inside StubHub” — The Ticket IPO. Napster’s $200M comeback. 23&Me’s DNA drama.

StubHub is the #1 secondary ticket marketplace… but the biz totally depends on scalpers.Napster still exists (?) and just got bought for $207M… because “Say my name, say my name.”23&M is bankrupt, but 15M customers have a question… ummm, what about my DNA?Plus, the newest economic indicator is “Recession Brunette”... $STUB $ME $EBAYWant more business storytelling from us? Check out the latest episode of our new weekly deepdive show: The untold origin story of… Goldfish Crackers 🧀 Subscribe to The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinks to listen.“The Best Idea Yet”: The untold origin stories of the products you’re obsessed with — From the McDonald’s Happy Meal to Birkenstock’s sandal to Nintendo’s Susper Mario Brothers to Sriracha. New 45-minute episodes drop weekly.—-----------------------------------------------------Subscribe to our new (2nd) show… The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinksEpisodes drop weekly. It’s The Best Idea Yet.GET ON THE POD: Submit a shoutout or fact: https://tboypod.com/shoutouts FOR MORE NICK & JACK: Newsletter: https://tboypod.com/newsletter Connect with Nick: https://www.linkedin.com/in/nicolas-martell/ Connect with Jack: https://www.linkedin.com/in/jack-crivici-kramer/ SOCIALS:Instagram: https://www.instagram.com/tboypod TikTok: https://www.tiktok.com/@tboypodYouTube: https://www.youtube.com/@tboypod Anything else: https://tboypod.com/ Subscribe to our new (2nd) show… The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinksEpisodes drop weekly. It’s The Best Idea Yet.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

26 Mar 23min

💁‍♀️ “Boy Sober” — The No-Marriage Economy. Arizona’s Crazy Rich Asians. Snow White & The 7 Debacles.

💁‍♀️ “Boy Sober” — The No-Marriage Economy. Arizona’s Crazy Rich Asians. Snow White & The 7 Debacles.

Single women who don’t want marriage are a new economic force… they’re “Boy Sober.”Foreign investment is pouring into Arizona and Georgia… they’re New Taiwan and New Korea.Disney’s new Snow White reboot is a bust… but Disney’s vault’s still full of magical numbers.$MTCH $HYMTF $DISWant more business storytelling from us? Check out the latest episode of our new weekly deepdive show: The untold origin story of… Goldfish Crackers 🧀 Subscribe to The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinks to listen.“The Best Idea Yet”: The untold origin stories of the products you’re obsessed with — From the McDonald’s Happy Meal to Birkenstock’s sandal to Nintendo’s Susper Mario Brothers to Sriracha. New 45-minute episodes drop weekly.—-----------------------------------------------------Subscribe to our new (2nd) show… The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinksEpisodes drop weekly. It’s The Best Idea Yet.GET ON THE POD: Submit a shoutout or fact: https://tboypod.com/shoutouts FOR MORE NICK & JACK: Newsletter: https://tboypod.com/newsletter Connect with Nick: https://www.linkedin.com/in/nicolas-martell/ Connect with Jack: https://www.linkedin.com/in/jack-crivici-kramer/ SOCIALS:Instagram: https://www.instagram.com/tboypod TikTok: https://www.tiktok.com/@tboypodYouTube: https://www.youtube.com/@tboypod Anything else: https://tboypod.com/ Subscribe to our new (2nd) show… The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinksEpisodes drop weekly. It’s The Best Idea Yet.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

25 Mar 21min

🚗 “Why Elon should sell” — The Tesla solution. Boston Celtics’ fine print. Fashion coffee chains

🚗 “Why Elon should sell” — The Tesla solution. Boston Celtics’ fine print. Fashion coffee chains

With Tesla stock tanking and drivers trading them in... we’re proposing the Tesla Solution.Why the Celtics sold for a record amount… even though they rent their arena.Gucci, H&M, & Ralph Lauren all launched coffee chains… but it’s not about $12 lattes.Plus, we wrote a financial rap song about the most important investment for kids… $PPRUY $TSLA $RLWant more business storytelling from us? Check out the latest episode of our new weekly deepdive show: The untold origin story of MTV 📺 “How Video Killed the Radio Star” Subscribe to The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinks to listen.“The Best Idea Yet”: The untold origin stories of the products you’re obsessed with — From the McDonald’s Happy Meal to Birkenstock’s sandal to Nintendo’s Susper Mario Brothers to Sriracha. New 45-minute episodes drop weekly.—-----------------------------------------------------Subscribe to our new (2nd) show… The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinksEpisodes drop weekly. It’s The Best Idea Yet.GET ON THE POD: Submit a shoutout or fact: https://tboypod.com/shoutouts FOR MORE NICK & JACK: Newsletter: https://tboypod.com/newsletter Connect with Nick: https://www.linkedin.com/in/nicolas-martell/ Connect with Jack: https://www.linkedin.com/in/jack-crivici-kramer/ SOCIALS:Instagram: https://www.instagram.com/tboypod TikTok: https://www.tiktok.com/@tboypodYouTube: https://www.youtube.com/@tboypod Anything else: https://tboypod.com/ Subscribe to our new (2nd) show… The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinksEpisodes drop weekly. It’s The Best Idea Yet.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

24 Mar 23min

🧠 “Severed” – AppleTV+ dirty secret. Ben & Jerry’s chocolatey lawsuit. Nvidia’s AI Super Bowl.

🧠 “Severed” – AppleTV+ dirty secret. Ben & Jerry’s chocolatey lawsuit. Nvidia’s AI Super Bowl.

Ben & Jerry are trying to buy back their company… and it reminds us of The Super Bowl of AI just went down… Nvidia now plays with Disney, Taco Bell, and Barbie.AppleTV+ is the only Apple product *losing* money... because it’s missing a Growth Mindset.Plus, there are a dozen real-life companies in America named… Lumon. #Severance$UL $NVDA $AAPLWant more business storytelling from us? Check out the latest episode of our new weekly deepdive show: The untold origin story of MTV 📺 “How Video Killed the Radio Star” Subscribe to The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinks to listen.“The Best Idea Yet”: The untold origin stories of the products you’re obsessed with — From the McDonald’s Happy Meal to Birkenstock’s sandal to Nintendo’s Susper Mario Brothers to Sriracha. New 45-minute episodes drop weekly.—-----------------------------------------------------Subscribe to our new (2nd) show… The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinksEpisodes drop weekly. It’s The Best Idea Yet.GET ON THE POD: Submit a shoutout or fact: https://tboypod.com/shoutouts FOR MORE NICK & JACK: Newsletter: https://tboypod.com/newsletter Connect with Nick: https://www.linkedin.com/in/nicolas-martell/ Connect with Jack: https://www.linkedin.com/in/jack-crivici-kramer/ SOCIALS:Instagram: https://www.instagram.com/tboypod TikTok: https://www.tiktok.com/@tboypodYouTube: https://www.youtube.com/@tboypod Anything else: https://tboypod.com/ Subscribe to our new (2nd) show… The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinksEpisodes drop weekly. It’s The Best Idea Yet.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

21 Mar 22min

🥤 “Diet Bros” – Diet Coke’s political rebrand. Tennis’ collusion case. BYD’s 5-minute EV.

🥤 “Diet Bros” – Diet Coke’s political rebrand. Tennis’ collusion case. BYD’s 5-minute EV.

Diet Coke always targeted women… but now it’s the drink of Hustle Bros & the White House.The top tennis players sued the grand slam tournaments… but pro sports is a monopoly.BYD just announced the Holy Grail of Electric Cars… Zero to fully-charged in 5-minutes.Plus, the Oregon Ducks basketball team just set a record… a 26,700-mile road trip.$BYD $KO Want more business storytelling from us? Check out the latest episode of our new weekly deepdive show: The untold origin story of… MTV 📺Subscribe to The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinks to listen.“The Best Idea Yet”: The untold origin stories of the products you’re obsessed with — From the McDonald’s Happy Meal to Birkenstock’s sandal to Nintendo’s Susper Mario Brothers to Sriracha. New 45-minute episodes drop weekly.—-----------------------------------------------------Subscribe to our new (2nd) show… The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinksEpisodes drop weekly. It’s The Best Idea Yet.GET ON THE POD: Submit a shoutout or fact: https://tboypod.com/shoutouts FOR MORE NICK & JACK: Newsletter: https://tboypod.com/newsletter Connect with Nick: https://www.linkedin.com/in/nicolas-martell/ Connect with Jack: https://www.linkedin.com/in/jack-crivici-kramer/ SOCIALS:Instagram: https://www.instagram.com/tboypod TikTok: https://www.tiktok.com/@tboypodYouTube: https://www.youtube.com/@tboypod Anything else: https://tboypod.com/ Subscribe to our new (2nd) show… The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinksEpisodes drop weekly. It’s The Best Idea Yet.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

20 Mar 22min

👿 “Don’t Pick Duke” — March Madness investing advice. Google’s biggest acquisition. Corporate Nickname Curse.

👿 “Don’t Pick Duke” — March Madness investing advice. Google’s biggest acquisition. Corporate Nickname Curse.

Duke is the #1 pick to win March Madness… but that’s a lesson in dumb investing.Google is buying Wiz for $33B… And every Wiz employee is getting $588,000.Corporate Nicknames are actually a curse… Chevy, Mickey D’s, & Bloomies are bad for biz.Plus, time-poor millennials are paying time-rich gig workers $27/hr to wait in line. $GOOG $JWN $MCD $GMWant more business storytelling from us? Check out the latest episode of our new weekly deepdive show: The untold origin story of… MTV 📺 “How Video Killed the Radio Star” Subscribe to The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinks to listen.“The Best Idea Yet”: The untold origin stories of the products you’re obsessed with — From the McDonald’s Happy Meal to Birkenstock’s sandal to Nintendo’s Susper Mario Brothers to Sriracha. New 45-minute episodes drop weekly.—-----------------------------------------------------Subscribe to our new (2nd) show… The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinksEpisodes drop weekly. It’s The Best Idea Yet.GET ON THE POD: Submit a shoutout or fact: https://tboypod.com/shoutouts FOR MORE NICK & JACK: Newsletter: https://tboypod.com/newsletter Connect with Nick: https://www.linkedin.com/in/nicolas-martell/ Connect with Jack: https://www.linkedin.com/in/jack-crivici-kramer/ SOCIALS:Instagram: https://www.instagram.com/tboypod TikTok: https://www.tiktok.com/@tboypodYouTube: https://www.youtube.com/@tboypod Anything else: https://tboypod.com/ Subscribe to our new (2nd) show… The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinksEpisodes drop weekly. It’s The Best Idea Yet.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

19 Mar 21min

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