👵👴 “DINKs vs PINKs” — The Silver Tsunami of Americans over 65. Chipotle’s Hero Metric. The End of Media’s Gated Gardens.
The Best One Yet8 Feb 2024

👵👴 “DINKs vs PINKs” — The Silver Tsunami of Americans over 65. Chipotle’s Hero Metric. The End of Media’s Gated Gardens.

With a record number of Americans turning 65 this year, we have to talk about “PINKs” (= “Passive Income, No Kids”) — PINKs are the new top demo in America (sorry, DINKs)

Chipotle stock reached an all-time-high and is worth more than Mercedes, Marriott, or PayPal — but it’s all thanks to Chipotle’s hero metric: The throughput.

And three TV companies are merging their sports networks to create the ultimate sports streaming network — The ~$40/mo streamer could kill the cord.


$CMG $NFLX $DIS $WBD $SPOT


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Episoder(1631)

👯 “Ladies Brunch” — Galentine’s $2.4B day. AI’s viral warning. Polymarket’s free grocery. +Sweethearts’ econ candy.

👯 “Ladies Brunch” — Galentine’s $2.4B day. AI’s viral warning. Polymarket’s free grocery. +Sweethearts’ econ candy.

That viral blog post about AI taking your job… reveals our economy’s Catch 22.Galentine’s Day has become a $2.4B spending day… Because the best biz ideas start as jokes.A $10B prediction app opened a ...

13 Feb 21min

💝 “The Gift She Wants” — Cartier’s Gen Z watch. AI’s 174-year-old glass. Mattel’s Barbie Bummer. +Olympic side hustles

💝 “The Gift She Wants” — Cartier’s Gen Z watch. AI’s 174-year-old glass. Mattel’s Barbie Bummer. +Olympic side hustles

Taylor Swift was wearing Cartier in her engagement announcement… now it’s Gen Z’s Rolex.The winner of AI is a 175-year-old glass biz… Corning Glass shows that a shortage in AI, is also an ATH.Mattel p...

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👨‍❤️‍💋‍👨 “9pm Mystery” — Date Drop’s college takeover. MrBeast’s teen bank. Eddie Bauer’s crapitalism. +Google’s 100-Year Bond.

👨‍❤️‍💋‍👨 “9pm Mystery” — Date Drop’s college takeover. MrBeast’s teen bank. Eddie Bauer’s crapitalism. +Google’s 100-Year Bond.

Eddie Bauer rose thanks to capitalism... It’s now bankrupt thanks to “Crapitalism.”72% of Stanford undergrads are using Date Drop… It’s taken over Tuesday nights.MrBeast bought Step, a Fintech app for...

11 Feb 20min

🏈🫧 “Super Bubble” — AI’s ad curse. Ferrari’s electric iCar. Grubhub’s fee prohibition. +Bad Bunny’s Instagram wipe

🏈🫧 “Super Bubble” — AI’s ad curse. Ferrari’s electric iCar. Grubhub’s fee prohibition. +Bad Bunny’s Instagram wipe

The #1 theme of the Super Bowl commercials?... An AI Super Bubble.Ferrari’s 1st ever electric car is designed by iPhone’s Jony Ive… but it’s an anti-tech EV.Grubhub just became the 1st ever delivery a...

10 Feb 21min

🇺🇸 “Team Polo” — Ralph Lauren’s Olympic win. Jennifer Garner’s baby IPO. Snap’s glasses revenge. +Black History’s founder.

🇺🇸 “Team Polo” — Ralph Lauren’s Olympic win. Jennifer Garner’s baby IPO. Snap’s glasses revenge. +Black History’s founder.

The real winner of the Olympics? Ralph Lauren… the stock’s near a gold-medal all-time-high.Actor Jennifer Garner’s baby food biz IPO’d… Once Upon A Farm’s growth hack is 1st time mommas.Snap’s CEO is ...

9 Feb 21min

🐰 “El Supertazón” — Bad Bunny’s business. Anthropic’s book destruction. Chipotle’s $100K rule. +Football Birkin Bags

🐰 “El Supertazón” — Bad Bunny’s business. Anthropic’s book destruction. Chipotle’s $100K rule. +Football Birkin Bags

Anthropic is trolling OpenAI, but they got here… by destroying 1 million books.Chipotle is raising guac prices… it’s ok with ppl making less than $100k going to Taco Bell.Bad Bunny is the Halftime Sho...

6 Feb 22min

🍌 “Ripe $$$” — Instacart’s banana strategy. Bitcoin’s Ice Age. Kindred’s Airbnb swap. +SF Super Bowl conspiracy

🍌 “Ripe $$$” — Instacart’s banana strategy. Bitcoin’s Ice Age. Kindred’s Airbnb swap. +SF Super Bowl conspiracy

Bitcoin has officially wiped out all its gains from the Trump presidency… it’s a mini ice age.Instacart’s Super Bowl ad is all about bananas… Because ripeness retains.Airbnb rival Kindred just raised ...

5 Feb 22min

🚀 “$XXX” — SpaceX’s sugardaddy deal. Zebra’s Super Bowl stock. Pepsi’s price cut. +Minivan Millennial Dad.

🚀 “$XXX” — SpaceX’s sugardaddy deal. Zebra’s Super Bowl stock. Pepsi’s price cut. +Minivan Millennial Dad.

One company is tracking every football at the Super Bowl… And it’s a publicly-traded stock.Elon Musk is merging SpaceX and Xai… It’s a sugardaddy acquisition.Pepsi is cutting prices on Dorito’s and al...

4 Feb 22min

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