🧸 “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(1680)

💰 “UFO” — SpaceX’s Unique Financial Offering. Allbirds’ fallbirds. Alex Cooper’s Reality Games. +Typos for titans

💰 “UFO” — SpaceX’s Unique Financial Offering. Allbirds’ fallbirds. Alex Cooper’s Reality Games. +Typos for titans

SpaceX filed to go public… But this IPO will be a Unique Financial Offering.Allbirds sold for 99% off, from $4B to $40M… the big lesson is an inconvenient truth.lAlex Cooper is launching a reality TV ...

2 Apr 22min

🎂 “i50th” — Apple’s b’day tribute. Estate Sales Entrepreneurs. Also’s $1B DoorDash bike. +ProteinPod

🎂 “i50th” — Apple’s b’day tribute. Estate Sales Entrepreneurs. Also’s $1B DoorDash bike. +ProteinPod

April 1st, 1976: Apple was born. We chronicle it through Steve Jobs… And tell ya what’s coming for the next 50.Gen Z is taking advantage of Estate Sale Arbitrage… they’re becoming Estate-trapreneurs. ...

1 Apr 22min

🪩 “Austin Powers Effect” — The End of Trends. Louis Vuitton’s insane ship. Aluminum’s LaCroix crush. +Stolen KitKat Picassos

🪩 “Austin Powers Effect” — The End of Trends. Louis Vuitton’s insane ship. Aluminum’s LaCroix crush. +Stolen KitKat Picassos

It’s been 30 years since Austin Powers, which was 30 years from the 1960s… That explains innovation today.Hold onto your LaCroixs: The Iran War popped Aluminum prices… It’s America’s fave metal.Louis ...

31 Mar 22min

🙋 “Rent-A-Human” — AI’s wildest startup. KFC’s pickle plan. Predictions’ Corruption Detector. +Sleepcations

🙋 “Rent-A-Human” — AI’s wildest startup. KFC’s pickle plan. Predictions’ Corruption Detector. +Sleepcations

Bots proactively renting humans to do physical tasks for them?... “Rent-A-Human” is now a biz.KFC launched a pickle jacket… because the best marketers are trend foragers (be a truffle pig).March Madne...

30 Mar 20min

👞 “Shoes Stay On” — Clear vs TSA. Uniqlo’s Dodger Stadium pitch. Pam Anderson’s anti-AI. +Fridge Ads

👞 “Shoes Stay On” — Clear vs TSA. Uniqlo’s Dodger Stadium pitch. Pam Anderson’s anti-AI. +Fridge Ads

The winner of your 4-hour TSA airport line… Clear Secure. This is their one shot.Uniqlo is renaming Dodger Stadium & taking over America… with slow/fast fashion.What do Pam Anderson, Fruit Love Island...

27 Mar 22min

🛌 “Air Mattress” — United’s premium pivot. Labubu’s bubble pop. Social media’s verdict. +Dogfooding

🛌 “Air Mattress” — United’s premium pivot. Labubu’s bubble pop. Social media’s verdict. +Dogfooding

3 seats on 1 side of the plane can become a bed on United… Because they’re killing coach.Labubu stock dropped 23%… Will it end up like Mickey Mouse or Beanie Babies?The landmark cigarette-style social...

26 Mar 22min

🦄 “+1,500%” — Secret SpaceX Stock. Gap’s AI hoodie. Salt & Stone’s Nascar deodorant. +Jargon Bulls**tmeter.

🦄 “+1,500%” — Secret SpaceX Stock. Gap’s AI hoodie. Salt & Stone’s Nascar deodorant. +Jargon Bulls**tmeter.

The Gap just launched AI shopping with Google… And Sam Altman’s got hoodie FOMO.A secretive venture capital stock already owns SpaceX & Anthropic… and it just IPO’d.The #1-selling deodorant on Amazon,...

25 Mar 22min

🛒 “Always Optimal Prices” — Walmart’s algorithm patent. Babylist’s influencer store. Blackrock’s risk-on letter. +$400 Kelp Makeup DJ

🛒 “Always Optimal Prices” — Walmart’s algorithm patent. Babylist’s influencer store. Blackrock’s risk-on letter. +$400 Kelp Makeup DJ

Babylist is selling $500M a year to parents… and its NYC store has an influencer studio.Walmart’s making all of its price tags digital… Surge Pricing in Aisle 6?Larry Fink wants social security to inv...

24 Mar 22min

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