🥬 “Organic Doritos?” — Whole Foods’ amazonification. Palantir’s anti-college recruiting. AI’s unpopularity problem. +Nvidia’s chicken stock
Palantir doesn’t want college experience… so it’s hiring 18-year-olds for full-time jobs.Did you notice Doritos at Whole Foods?... Because the organic grocer has been “Amazonified.”AI has a PR problem...
4 Nov 202523min
📺 “Nobody Wants This… Product placement” — Netflix's ad drama. Earnings Season’s exception. Neo’s home robot. +DoorDash’s cuffing szn
Netflix’s #1 show is full of conspicuous Dunkin logos… Enshittification or ingenious?Earnings season is 60% over, it’s the best in 4 years… But twenty somethings aren’t celebrating.Neo’s home robot is...
3 Nov 202520min
👻 “Paranormal profits” — Horror’s box office record. Starbucks’ delivery biz. Gov Shutdown’s 2nd month. +KPop (Lehman) Hunters
Horror took 17% of the US box office this year, a record high… it’s the divisive dividend.Starbucks sales grew last Q for the first time in 7 quarters … thanks to coffee delivery.The Government Shutdo...
31 Okt 202520min
🦈 “I’m out” — Shark Tank’s China trade deal. Nvidia’s $5T flowers. Fruitist’s $1B blueberry. +Candy Salad Trick-or-Treat
Nvidia became the 1st biz to hit $5T… because its chips are actually perishable like flowers.Fruitist carefully bred blueberries to be the size of golf balls… and now it’s worth $1 billion.Trump is me...
30 Okt 202519min
☹️ “AI Party Police — Airbnb’s Halloween plan. Wikipedia vs Grokipedia. The Great Hiring Freeze. +Stock Market’s #1 Day
Airbnb is using AI to block parties this Halloween… It’s their new Party Pooper with a Purpose.Wikipedia visits are falling for the 1st time… and Elon Musk launched “Grokipedia”.Amazon is laying off 1...
29 Okt 202522min
🐥 “Unplugged on Sunday” — Chick-fil-A’s vending machine. College Football’s $50M firings. CreedTok’s viral hit. +Exclamation Inflation!!!!
College football coaches are getting fired… but then paid millions #GoldenJockstrapsChick-fil-A’s 1st vending machine opened in Georgia… Because we live in a Kiosk Economy.The boxing movie “Creed” has...
28 Okt 202522min
🦿 “Self-Running Sneaks” — Nike’s moonshot merch. Carbone’s AI restaurant. The Scariest Stock Chart. +H’ween Biz Costumes
Nike’s dropped $1B on research for a motorized shoe… It’s betting on 3 wild moonshots.Carbone’s fancy restaurant invests in Magic AI… to customize your whole restaurant experience.The scariest stock m...
27 Okt 202522min
🏃♀️ “Doing Things” — Ty Haney, Founder of Outdoor Voices
The Rise, fall, and resurrection of the coolest athleisure brand of the 20-teens, Outdoor Voices.No one does things like Ty Haney - She’s the Anna Wintour of Athleisure, creating the Nike-devouring ap...
25 Okt 202549min
