🐭 “Mouse Trap” — Disney’s epic shareholder vote. Billie Eilish’s anti-AI letter. Amazon’s Just-Walk-Out shutdown.
The Best One Yet4 Apr 2024

🐭 “Mouse Trap” — Disney’s epic shareholder vote. Billie Eilish’s anti-AI letter. Amazon’s Just-Walk-Out shutdown.

Disney’s Shareholder Day included an epic vote to determine the future of the company — CEO Bob Iger prevailed, but the activist investor won too.

Billie Eilish, Nikki Minaj, Pearl Jam, and 200 other artists wrote an open letter asking tech platforms to cease using AI to steal their work — But can the tech genie be put back in the bottle?

And Amazon’s most ambitious new technology was supposed to be “Just Walk Out” — But now they’re shutting that business down, because it was more trick than magic.

Plus, new work data should that Thursday is the new Friday (literally).


$DIS $SPOT $AMZN


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Episoder(1657)

⭐ “DC LIVE Show” — Cava’s secret club. Gen Z’s Mall-renaissance. F-35’s main character jet. +CIA’s spy investors

⭐ “DC LIVE Show” — Cava’s secret club. Gen Z’s Mall-renaissance. F-35’s main character jet. +CIA’s spy investors

Live… from Washington… it’s The Best One Yet!We performed live at DC’s wild Arlington Drafthouse. Some extra razzle dazzle & sprinkle dinkle — but our usual daily Takeaways you know & love.#1. Despite...

12 Mar 31min

🍰“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...

11 Mar 22min

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

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

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...

10 Mar 22min

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

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

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...

9 Mar 22min

🏁 “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

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

💻 “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

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

🤙 “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

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

🛡️ “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

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