🌵 “South By, Inc.” — The Biz of SXSW. TJMaxx vs Hermès. Ryan Reynolds’ $100M Wrexham.
The Best One Yet10 Mar 2025

🌵 “South By, Inc.” — The Biz of SXSW. TJMaxx vs Hermès. Ryan Reynolds’ $100M Wrexham.

The #3 retailer in the world? It’s TJMaxx… because TJ is tariff-proof.

The South By Southwest tech-tainment is this week… because the conference biz is booming.

Ryan Reynolds’ investment in one crappy soccer club… just got a 4,900% return.

Plus, one Jurassic Park startup just invented a new species… The Woolly Mouse.


$TJX $HESAY $LVMUY


Want more business storytelling from us? Check out the latest episode of our new weekly deepdive show: The untold origin story of


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“The Best Idea Yet”: The untold origin stories of the products you’re obsessed with — From the McDonald’s Happy Meal to Birkenstock’s sandal to Nintendo’s Susper Mario Brothers to Sriracha. New 45-minute episodes drop weekly.



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Episoder(1654)

🐶 “Cute > Compute” — DoorDash’s delivery bot. Etsy’s ChatGPT website-killer. America’s 15th Shutdown. +Ford Poetry.

🐶 “Cute > Compute” — DoorDash’s delivery bot. Etsy’s ChatGPT website-killer. America’s 15th Shutdown. +Ford Poetry.

DoorDash’s 1st food delivery robot has as a strategic feature… Cuteness.Etsy stock jumped 16% on a shopping deal with ChatGPT… but AI agents are also a website-killer.The impact of the Government Shut...

1 Okt 202521min

🎩 “Boardwalk McEmpire” — McDonald’s Monopoly psychology. Friend AI’s viral subway ad. EA’s Saudi Sale. +The Best Idea Yet nomination.

🎩 “Boardwalk McEmpire” — McDonald’s Monopoly psychology. Friend AI’s viral subway ad. EA’s Saudi Sale. +The Best Idea Yet nomination.

Vote for The Best Idea Yet to win “Best Business Podcast”: ​​https://vote.signalaward.com/PublicVoting#/2025/shows/genre/businessMcDonald’s Monopoly is back after 10 years… It broke the rules of marke...

30 Sep 202522min

🥃 “Negroni Hotel” — Death & Co’s hotel chain. Costco’s 9am DINK hour. Apple acquires Intel? +Ad-supported Toilet Paper

🥃 “Negroni Hotel” — Death & Co’s hotel chain. Costco’s 9am DINK hour. Apple acquires Intel? +Ad-supported Toilet Paper

Death & Co. started the craft cocktail movement… and now it’s becoming a hotel chain.Apple’s surprise Made in America power move?... Buy Intel (the whole company).Costco opened 1 hour early for execut...

29 Sep 202521min

🚛 “Sloppy Soundtracks” — Spotify’s AI purge. NFL’s 3 huge sales. Starbucks’ McDonald moment. + Anthropologie’s $1K rock.

🚛 “Sloppy Soundtracks” — Spotify’s AI purge. NFL’s 3 huge sales. Starbucks’ McDonald moment. + Anthropologie’s $1K rock.

Starbucks is decaffeinating itself, closing 400 stores… but there’s hope for Starbs at McDonald’s.3 NFL teams just sold at record prices... They sold to Private Equity, but what about fan shares?Spoti...

26 Sep 202522min

🛵 “Who is Mamadou?” — Uber’s perfect delivery guy. Nvidia’s OpenAI circularity. Exec Assistants-for-All. +Sorority $$$ Surge.

🛵 “Who is Mamadou?” — Uber’s perfect delivery guy. Nvidia’s OpenAI circularity. Exec Assistants-for-All. +Sorority $$$ Surge.

Who is Mamadou?... The 5.0 perfect delivery mystery is Uber’s big marketing opportunity.Nvidia paid OpenAI $100B, so that OpenAI can pay Nvidia $100B?... It’s circular financing.The new flex at work? ...

25 Sep 202522min

🍣 “Capitalism Roll” — Sushi’s US surge. Oura’s $11B Ring. Oklo’s nuclear Trump speech. +Ben Stiller soda.

🍣 “Capitalism Roll” — Sushi’s US surge. Oura’s $11B Ring. Oklo’s nuclear Trump speech. +Ben Stiller soda.

Sushi is surging in America, specifically grocery store sushi… because convenience is king.Oura just hit a $11B valuation selling their tech rings… and it’s thanks to women and soldiers.Oklo stock has...

24 Sep 202522min

🧸 “Bear Squeeze” — Build-A-Bear’s 2,500% surge. H-1B’s $100K visa fee. Beli’s Yelp-etition. +SNL’s talent accelerator.

🧸 “Bear Squeeze” — Build-A-Bear’s 2,500% surge. H-1B’s $100K visa fee. Beli’s Yelp-etition. +SNL’s talent accelerator.

Trump jacked up the fee of H-1B visas to $100K… The economic lens? It’s a tariff on people.Build-A-Bear’s stock is surging this year… because 92% of us still have a childhood teddy bear.Beli is viral ...

23 Sep 202522min

💏 “Cuffing Szn” — Raya’s dating club. Olive Garden’s petite parm. TikTok FlipFlop. +September Stock Diss.

💏 “Cuffing Szn” — Raya’s dating club. Olive Garden’s petite parm. TikTok FlipFlop. +September Stock Diss.

The top dating app right now is a secret: Raya… It’s got a waitlist bigger than Philadelphia.We have TikTok deal, it’s approved, but we don’t know the details?… We’ll explain the TikTok FlipFlop.The O...

22 Sep 202522min

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