🧊 “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)

Netflix’s 130 seasons of non-english shows, Facebook’s Libra crypto drama, and GM’s 1-month strike is ending

Netflix’s 130 seasons of non-english shows, Facebook’s Libra crypto drama, and GM’s 1-month strike is ending

Even though everyone’s launching a streaming service, Netflix surged after its latest earnings report. Facebook’s global cryptocurrency project, Libra, keeps losing its corporate backers, so we’re looking at why. And General Motors may have finally ended its biggest strike since 1970, but the numbers show what investors really think about it. 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 Okt 201916min

Google kills its VR headset, Schwab’s secret profit puppy, and Emerson Electric’s burn book

Google kills its VR headset, Schwab’s secret profit puppy, and Emerson Electric’s burn book

At Google’s product day in New York, the focus should’ve been on what it took away (a VR headset) not what it unveiled (more Pixel products). Charles Schwab enjoyed record 3rd quarter profits, and that’s driven by customers who aren’t doing anything with their money. And Emerson Electric was founded by a Civil War vet, but now it’s getting trolled by a hedge fund for owning 8 private jets. 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 Okt 201915min

The $399 iPhone, SmileDirectClub’s California problem, and Goldman’s WeWork worry

The $399 iPhone, SmileDirectClub’s California problem, and Goldman’s WeWork worry

SmileDirectClub has become the worst performing IPO of 2019, but fell another 13% Monday after a new California law was signed by California’s governor. The 3rd quarter earnings season kicks off this week with big banks, but we’re looking at Goldman’s venture investments like WeWork and Uber. And an analyst’s deep dive into Apple’s Asian supply chain reveals it could be coming out with a cheaper model because, you know, services. 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.

15 Okt 201915min

Ghost kitchens are having a moment, the new mini Trade Deal, and Papa is the “grandkids on demand” app

Ghost kitchens are having a moment, the new mini Trade Deal, and Papa is the “grandkids on demand” app

Rachael Ray and GrubHub just teamed up. Uber Eats launched one last week. We’re looking at the “trend of the week” — Virtual Kitchens. Stocks popped Friday because of the latest (kinda) trade deal, so we’re looking at what it includes. And Papa raised $10M and snagged major partners as it becomes the “grandkids on demand” app. 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.

14 Okt 201916min

Grammarly hits $1B, Tootsie Roll is 110% in on candy, and Waze becomes Google’s secret weapon

Grammarly hits $1B, Tootsie Roll is 110% in on candy, and Waze becomes Google’s secret weapon

Your other map go-to, Waze, is owned by Google’s parent, Alphabet, and it’s the company’s potential future profit puppy. Tootsie Roll is 100% focused on candy, less focused on its latest earnings report. And our Unicorn of the Day is Grammarly, the AI-powered company (or is it a feature?) that just hit a $1B valuation. 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 Okt 201916min

American Airlines’ rough 5 years, Bed Bath & Beyond’s innovative new CEO, and Lithium Ion Batteries’ big week

American Airlines’ rough 5 years, Bed Bath & Beyond’s innovative new CEO, and Lithium Ion Batteries’ big week

Bed Bath & Beyond stock is down over 80% in the last 5 years, but it just snagged a new CEO who revolutionized shopping at Target. Compared to Delta, it’s been hard out there for American Airlines, so we’re looking at what uniquely caused its problems. And our Invention of the Day is lithium ion batteries because the creation that enabled the tech device you’re reading this on just won a Nobel prize. 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 Okt 201915min

China vs. the NBA, Domino’s focuses on “carryout” pizza, and One Medical preps to IPO

China vs. the NBA, Domino’s focuses on “carryout” pizza, and One Medical preps to IPO

Domino’s already fights in the Pizza Wars and Delivery Wars — now it’s focused on takeout (they prefer “carryout”) to win. A Houston Rockets’ tweet has China angry at the NBA, and now companies are getting involved. And One Medical is our Unicorn of the Day: the $1.5B tech-ish doctor chain now wants to IPO 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 Okt 201915min

Unilever hates virgin-plastic, Harley’s e-bike isn’t connecting, and Walmart tries to return its ecommerce acquisitions

Unilever hates virgin-plastic, Harley’s e-bike isn’t connecting, and Walmart tries to return its ecommerce acquisitions

The owner of Ben & Jerry’s, Unilever is making an epic sustainability pledge: cut 400K tons of virgin plastic per year. Harley designed an electric bike to desperately snag millennial customers, but it turns out they’re not interested. And after diving deep into ecommerce, Walmart is undoing the parts that are too unprofitable. 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.

8 Okt 201914min

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