🚘 “I own a Waymo” — Toyota’s self-driving deal. Domino’s pizza paradox. The Year-Round Horror Economy.

🚘 “I own a Waymo” — Toyota’s self-driving deal. Domino’s pizza paradox. The Year-Round Horror Economy.

Pizza explains the Trade War… Delivery pizza is tariff-proof, but frozen pizza is recession-proof.

Waymo just partnered with Toyota for personal self-driving cars… It’s the new robo-chauffeur.

Today is half-way to Halloween… but “horror” has become a year-round industry.

Plus, instead of “can 100 men beat 1 gorilla,” we’re asking “can 100 men out-earn 1 gorilla?”


$DPZ $YUM $GOOG


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


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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(1631)

🐙 “The Tragic Kingdom” — EA’s FIFA breakup. Netflix’s squid game(s). Ulta Beauty’s journey.

🐙 “The Tragic Kingdom” — EA’s FIFA breakup. Netflix’s squid game(s). Ulta Beauty’s journey.

EA Sports got dumped by FIFA, so it’s planning the unthinkable: FIFA without FIFA. Ulta Beauty stock dropped 12% because when you leave Ulta, you get in your car, and you go on TikTok. And Netflix’s e...

21 Okt 202119min

🍕 “The greatest streak is over” — Domino’s era ends.  Apple’s Dr. AirPods. Instacart’s smartest cart.

🍕 “The greatest streak is over” — Domino’s era ends. Apple’s Dr. AirPods. Instacart’s smartest cart.

Our favorite streak in Wall Street history ended as the era of Domino’s domination closes. Instacart just made its biggest acquisition ever: It’s a shopping cart so smart you’ll think it’s a Tesla. An...

20 Okt 202117min

🥣 “The Oat-pocalypse” — Oatly’s all-time low. Roblox’s meta-life. J&J’s toxic Texas two-step

🥣 “The Oat-pocalypse” — Oatly’s all-time low. Roblox’s meta-life. J&J’s toxic Texas two-step

We’re on the verge of an oat-pocalypse as the US faces its greatest oat shortage in history… so good time to check out Oatly’s stock. Roblox is the #1 destination for American kids (online or off), bu...

19 Okt 202119min

👵🏻 “OldCoin” — LeBron’s finding MiMo. Bitcoin’s retirement. LinkedIn’s red-light-green-light.

👵🏻 “OldCoin” — LeBron’s finding MiMo. Bitcoin’s retirement. LinkedIn’s red-light-green-light.

LeBron’s media startup side-hustle just hit a $725M valuation, but then we noticed he pulled the boldest move in investing: “The MiMo.” Bitcoin hit $60K because retirement accounts could be its bigges...

18 Okt 202117min

🏋️‍♀️ “Open gym relationship” — ClassPass-quisition. GitLab’s radical IPO. America’s super strike.

🏋️‍♀️ “Open gym relationship” — ClassPass-quisition. GitLab’s radical IPO. America’s super strike.

Ex-unicorn ClassPass was just acquired by MindBody because the future of working out could look like dining out. GitLab surged 35% on its IPO and it’s so radically transparent that they let the compet...

15 Okt 202117min

🏖️ “The Host Economy” — Airbnb’s home-fluencing. Vuse’s approved eCig. The Government’s grand intervention

🏖️ “The Host Economy” — Airbnb’s home-fluencing. Vuse’s approved eCig. The Government’s grand intervention

The Creator Economy gets all the attention, but Airbnb thinks a new thing will get just as big: The Host Economy. For the 1st time in history, an ecigarette just got FDA approval because Vuse is Movin...

14 Okt 202118min

🏒 “NHL = 44X < NFL” — Zale’s proposal-palooza. Starbucks’ 50th. Hockey’s renaissance.

🏒 “NHL = 44X < NFL” — Zale’s proposal-palooza. Starbucks’ 50th. Hockey’s renaissance.

The owner of Zales, Kay, and Jared’s isn’t just selling more jewelry than ever, it’s selling pricier jewelry. Is Starbucks 50 years old or 50 years young? And the NHL is kicking off its renaissance se...

13 Okt 202117min

🩲 “Who wears short shorts?” — Chubbies’ frat IPO. Southwest’s hangover. Nobel’s burger-flipping prize.

🩲 “Who wears short shorts?” — Chubbies’ frat IPO. Southwest’s hangover. Nobel’s burger-flipping prize.

The artist behind Chubbies’ shorts is going public, but it’s really a fraternity. Southwest Airlines just canceled so many weekend flights that its stock dropped (and the mysteries began). And the Nob...

12 Okt 202119min

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