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 any...
16 Des 201916min
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 mi...
13 Des 201916min
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...
12 Des 201917min
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, ...
11 Des 201917min
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 ...
10 Des 201918min
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 it...
9 Des 201918min
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 expens...
6 Des 201917min
Canada Goose’s freezing store — Nintendo’s best week ever — Duolingo hits $1.5B valuation
Absurdly expensive coat designer Canada Goose just opened up a store that literally snows inside — “experiential retail” is now “sensational retail.” Nintendo’s Switch console just enjoyed its best we...
5 Des 201918min
