🧊 “Buy a North Pole Condo” — 15k acres of Arctic real estate. Warby Parker’s perfection. Chevy Malibu’s extinction.
The Best One Yet13 Mai 2024

🧊 “Buy a North Pole Condo” — 15k acres of Arctic real estate. Warby Parker’s perfection. Chevy Malibu’s extinction.

The world’s most-northern piece of real estate just hit the market for $300M — We predict who will buy Svalbard, and what kind of wild polar park it will become.

Warby Parker’s stock surged 18% last week because of a wild retention stat — 100% of Warby-wearers buy a 2nd pair within 4 years.

And General Motors just announced it’s killing the Chevrolet Malibu, which was GM’s last sedan — turns out, all American sedans are no-more, not just because consumers want huge cars.

Plus, Sriracha is pausing sauce production due to green chili peppers — They think it’s a problem, but we think it’s a missed marketing opportunity.


$WRBY $GM


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Episoder(1555)

H&M’s “Moneyball” strategy — Intel’s $2B AI acquisition — Sprout Social’s social-ish IPO

H&M’s “Moneyball” strategy — Intel’s $2B AI acquisition — Sprout Social’s social-ish IPO

H&M has spent 2 years trying to burn fewer clothes (literally), and an 11% sales rebound shows it’s finally working. Intel splurged $2B on a chip company because the last time it tried to build its own, it failed. And Sprout Social IPO’d to help your company’s social media manager relax. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

17 Des 201916min

The Spirit Airline-ification of cars — Pandora’s talking ads — and the Phase I trade deal

The Spirit Airline-ification of cars — Pandora’s talking ads — and the Phase I trade deal

V-commerce — aka “voice commerce” has new momentum after online radio Pandora tests ads that let you talk back. Car prices are starting to mimic airplane ones, forcing you to pay extra if you want anything. And stocks hit record highs last week on word the US and China actually/finally reached an agreement over phase 1 of the trade deal. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

16 Des 201916min

Lyft launches car rental — Disney didn’t tell Hasbro about Baby Yoda — Delta is really a credit card

Lyft launches car rental — Disney didn’t tell Hasbro about Baby Yoda — Delta is really a credit card

If you noticed that Avis shares plunged, that’s because Lyft just whipped up a car rental service. The hero of Disney+ has been Baby Yoda, but toy-maker Hasbro didn’t get the memo and missed out on millions of potential holiday toy sales. Delta’s Investor Day lets us get to know the airline better — and it’s basically a credit car company. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

13 Des 201916min

Lulu tries to become Nike — How Saudi Aramco makes $90B in profits/year — Away’s drama arrives

Lulu tries to become Nike — How Saudi Aramco makes $90B in profits/year — Away’s drama arrives

Oil legend Saudi Aramco is the most valuable company in the world and it just IPO’d, but how does it make money? Luggage brandicorn Away went through a week worse than your worst travel trip, so we’re looking at what actually went wrong. And Lululemon reported earnings, but we’re curious about whether it can become the next Nike. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

12 Des 201917min

Vail Resorts’ adds 17 slopes — Yumi’s epic investors — NAFTA is reborn as USMCA

Vail Resorts’ adds 17 slopes — Yumi’s epic investors — NAFTA is reborn as USMCA

Just in time for your first turns, Vail Resorts’ earnings gave insights on where you should ski — and highlighted the growing showdown on ski passes. Yumi raised $8M for fancy subscription baby food, but we’re focused on who gave them that money. And the NAFTA trade treaty is being replaced by the USMCA now that Congress, the Senate, and the President are all on board. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

11 Des 201917min

Airbnb’s investment in the WeWork for housing — Amazon’s JEDI business ethics — The Volker Rule

Airbnb’s investment in the WeWork for housing — Amazon’s JEDI business ethics — The Volker Rule

Yesterday we broke down why Airbnb shouldn’t acquire a competitor — now they just took the first step in acquiring another called Zeus. Amazon lost the $10B JEDI contract with the government, but its fight against the decision reveals what business ethics are all about. And former Fed Chair Paul Volker passed away, so we’re sharing his 2 biggest financial lessons. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

10 Des 201918min

Waymo’s robotaxis hit the app store — Otis Elevator spinoff — HipCamp could be Airbnb’s next acquisition

Waymo’s robotaxis hit the app store — Otis Elevator spinoff — HipCamp could be Airbnb’s next acquisition

Alphabet’s self-driving car company, Waymo, just took a big step towards real robotaxis — an app for the general public. Otis Elevators made skyscrapers possible, and now it’s getting spun-off into its own company. And a fresh profile on HipCamp (the Airbnb for camp sites) has us wondering if it’s simply an Airbnb acquisition target. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

9 Des 201918min

Rent The Runway hooks up with W Hotels — GM & LG joint venture a battery — Tupperware’s plastic strategy

Rent The Runway hooks up with W Hotels — GM & LG joint venture a battery — Tupperware’s plastic strategy

Rent the Runway partnered up with W Hotels so you don’t have to pack clothes for vacation. GM and LG are launching a joint venture focused on car batteries, which are the critical (and absurdly expensive) part to any electric car. And Tupperware is trying to go upscale with its plastic by claiming its reusable plastic is more sustainable… even though it’s plastic. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

6 Des 201917min

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