🧊 “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(1554)

Google co-founders retire — Zume robot pizza aims for $4B valuation — Roku’s ratings drama

Google co-founders retire — Zume robot pizza aims for $4B valuation — Roku’s ratings drama

Google’s legendary co-founders are stepping down effective immediately, but it’s probably because Google’s had its most controversial year in ever. Our “Unicorn of the Day” is Zume whose robot pizza is already worth $2B, and it sells the most intense food trucks you’ve ever experienced. And Roku stock plummeted and then surged after two analysts gave opposite interpretations of its streaming potential. 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.

4 Des 201917min

Shopify is “The Force” — Jack Dorsey is MIA in Africa — McDonald’s enters the Crispy Chicken Sandwich Wars

Shopify is “The Force” — Jack Dorsey is MIA in Africa — McDonald’s enters the Crispy Chicken Sandwich Wars

Cyber Monday set a record as the biggest online shopping day in US history — but the real winner this year is Shopify. Jack Dorsey is busy being the CEO of both Twitter and Square, but now he wants to live in Africa for 6 months. And McDonald’s is looking to enter the Chicken Sandwich Wars, but its biggest challenge comes from the inside: Franchisees. 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.

3 Des 201919min

Rename Black Friday — SoulCycle vs. Peloton — Dollar Tree’s 19% stock plummet

Rename Black Friday — SoulCycle vs. Peloton — Dollar Tree’s 19% stock plummet

Black Friday in-store shopping actually fell from last year — but purchases made on smartphones and with in-store pickup dominated, so we’re renaming it: “Mobile Cyber Pickup Week.” SoulCycle just lost its CEO while Peloton stock had its best week ever, so we’re getting on both bikes. And Dollar Tree’s stock dropped 19% last week, so we’re looking at how tariffs are about to change everything. 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.

2 Des 201918min

*Live* at Spotify - Part II: Why Spotify is doing podcasts — Our interview with Max Cutler,  Founder & MD of podcasts at Spotify

*Live* at Spotify - Part II: Why Spotify is doing podcasts — Our interview with Max Cutler, Founder & MD of podcasts at Spotify

The 2nd half of our Snacks recording live from Spotify. We sit down with Max Cutler, the Founder & MD of Parcast Studios at Spotify — his startup was acquired by Spotify earlier this year. We’re asking about how he first pitched his company, whether podcasts will follow the Netflix strategy, and what his favorite pod is. Ever. 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.

27 Nov 201917min

EBay sells off StubHub for $4B — Uber gets cancelled  from London — Charles Schwab’s Lannister-style acquisition of TD Ameritrade

EBay sells off StubHub for $4B — Uber gets cancelled from London — Charles Schwab’s Lannister-style acquisition of TD Ameritrade

Ebay snagged StubHub for itself in 2007 for $300M, but it just sold the ticket company for a cool $4B. Uber has officially been rejected from London because policy risk is a real thing. And Charles Schwab treated itself to an early gift by buying up rival TD Ameritrade for $26B — and the strategy was straight out of Game of Thrones. 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.

26 Nov 201918min

Amazon knocks off Allbirds — Target’s shipping nirvana — PayPal buys $4B of Honey

Amazon knocks off Allbirds — Target’s shipping nirvana — PayPal buys $4B of Honey

Allbirds’ CEO noticed that Amazon’s been knocking off its go-to shoes — Amazon calls them “equivalents,” we call them “knock-offs”. Target is enjoying shipping nirvana and shares are up 91% this year because it’s pulled off same-day shipping magic. And PayPal splurged $4B for deal-snagging pioneer Honey, but Wall Street ironically thinks it overpaid. 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.

25 Nov 201917min

*Live* at Spotify - Part I: How we build this (every day)

*Live* at Spotify - Part I: How we build this (every day)

Spotify invited us to their NYC offices to record a live podcast — it’s a podcast about podcasts for our podcast listening Snackers. We introduce to the Snackers how we got into podcasting, how we built this podcast (every day), and the 5 ingredients for a podcast that people will actually listen to.  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.

22 Nov 201920min

Victoria’s Secret needs a new CEO, Chobani launches Oat (milk), and TJ Maxx vs. Urban Outfitters

Victoria’s Secret needs a new CEO, Chobani launches Oat (milk), and TJ Maxx vs. Urban Outfitters

Victoria’s Secret still has its 83 year old CEO despite (another) rough quarter — So we whipped up a gameplan for them to get less out of touch with millennials. Greek yogurt legend Chobani just introduced its first non-dairy option: Oat milk. We’re wondering if plant-based milk is a trend or a fad. And TJ Maxx and Urban Outfitters both reported earnings, but discount prices is helping one and hurting the other. 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.

21 Nov 201917min

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