🪽 “Fashion Show 2.0” — Victoria’s Secret’s resurrection. Coterie’s $1B diaper. Ikea’s price pop. +Moneycrisp Apples
Victoria’s Secret got its mojo back Wednesday night, but so did the stock… it’s following Abercrombie’s playbook.Coterie diapers are being acquired for up to $1B… because even diapers need a status sy...
17 Okt 202521min
😏 “DTP (Down To Prompt)” — ChatGPT’s erotic pivot. Bill Simmons’ king-maker. Goldman’s D1 Athletes. +Tyra Banks’ hot ice cream.
OpenAI announced erotica will be allowed in the chat… Sam Altman is flooding the zone.Netflix is adding Spotify video podcasts… because Bill Simmons is the king-maker of pods.Big Bank earnings are wil...
16 Okt 202520min
🧋 “Anti-Slop Coffee Shop” — Claude’s AI café. Vulcan’s patriotic mine. Buldak’s $8B noodles. +Downpayment Work Perk.
Why did an AI brand open an NYC coffee shop?... Claude’s throwing shade at ChatGPT.China’s cutting off rare earth metals to America… So Vulcan raised $65M for Made in USA ones.Gen Alpha’s favorite bra...
15 Okt 202522min
🪞 “Mirror, no Mirror?” — Aritzia’s mirrorless fashion. Nobel’s Creative Destruction prize. Strava’s Garmin lawsuit. +Failure Day
Canada’s Aritzia is now as valuable as The Gap or Levi’s… But it’s doing it with mirrorless dressing rooms.Strava sued Garmin as the running app preps to IPO… It’s social networks vs. satellite networ...
14 Okt 202522min
🏙️ “JamieLand” — JPM’s Return-to-Office Tower. Scoreability’s LinkedIn for Athletes. Walmart’s Store of the Future. +Pumpkin Spice Weddings
JP Morgan Chase’s new skyscraper just opened… including 19 restaurants & custom scents.Scoreability is LinkedIn of high school athletes… Because college sports is a for-profit growth industry.Walmart ...
13 Okt 202522min
💄 “The Carrie Bradshaw Index” — Where to Live Solo. Amazon’s Prime Day retirement. Pizza by the Slice. +Jack’s Nvidia Poem.
Amazon was sued for fake deals on Prime Day… it’s time to retire Prime Day.Where can Americans afford to live solo in 2025?... Introducing The Carrie Bradshaw Index.Restaurants are opening pizza shop ...
10 Okt 202522min
🐊 “4th-and-Pickle” — Gatorade’s picklejuice plan. ChatGPT’s chief-of-app. Spunge’s sneaker disruption. +150 Friend Rule.
It’s the LAST DAY to Vote for The Best Idea Yet to win “Best Business Podcast”: https://vote.signalaward.com/PublicVoting#/2025/shows/genre/businessNFL players are pounding pickle juice to kill cram...
9 Okt 202521min
🥇 “$4K” — Gold’s “debasement” trade. Rowan’s $150M Ear Piercing. Sharpies’ Made in America. +Netflix’s Loud Ad Law.
Gold reached a record $4,000/ounce… but this gold run is different than any in history.How is Rowan doing $150M in sales of ear piercings for girls?... The Window of Loyalty.Sharpie Markers figured ou...
8 Okt 202522min
