đŸ€˜ “Better have RiRi’s Money — TikTok’s Music Purge. Apple’s headset debut. Wilson’s
The Best One Yet2 Feb 2024

đŸ€˜ “Better have RiRi’s Money — TikTok’s Music Purge. Apple’s headset debut. Wilson’s

Taylor Swift, Rihanna, and Drake. All their music is off TikTok today because of a dispute with Universal — So we’re going to explain the “Great TikTok Purge” with Rihanna’s lyrics
 because this deal comes down to pennies.

Apple’s biggest product launch since the iPhone happens today: The $3,500 Vision Pro headsets — When it comes to new innovations, the first version is the worst version.

And Amer Sports is the first big IPO of the year: It’s the sports company behind ArcTeryx, Wilson, and Salomon gear — But the business is running a race with weights on its ankles.


$AS $UMG $AAPL


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Episoder(1653)

🏁 “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

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

đŸ’» “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

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

đŸ€™ “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

đŸ›Ąïž “War-folios” — Iran market reaction. Dutch Bros’ energy. Anthropic’s moral marketing. + Fitbit for farting

đŸ›Ąïž “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

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

đŸ€  “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

đŸ€  “Austin LIVE Show” — AI Mermaids. Levi’s skinny deregulation. Uber’s Swiss Army Knife. +Topo Chico shortage

đŸ€  “Austin LIVE Show” — AI Mermaids. Levi’s skinny deregulation. Uber’s Swiss Army Knife. +Topo Chico shortage

Live
 from Austin
 it’s The Best One Yet!We performed live at Austin’s famous State Theater. Some extra razzle dazzle & sprinkle dinkle — but our usual daily Takeaways you know & love.#1. How to slop-...

26 Feb 32min

đŸ•¶ïž “Smuggle, Inc.” — Mexican Drug Cartels’ biz. Crocs’ microdrama. AI’s Sci-Fi essay. +Self-Blowing Snowblower

đŸ•¶ïž “Smuggle, Inc.” — Mexican Drug Cartels’ biz. Crocs’ microdrama. AI’s Sci-Fi essay. +Self-Blowing Snowblower

Why are Mexican Drug cartels so hard to stop?... Because they're run like the Fortune 500Crocs' comeback plan is microdramas... 4-minute sultry soap operas of clogsThe Substack Selloff... It's a Sci-F...

25 Feb 24min

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