🚘 “I own a Waymo” — Toyota’s self-driving deal. Domino’s pizza paradox. The Year-Round Horror Economy.
The Best One Yet1 Mai 2025

🚘 “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 🥤


Subscribe to The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinks to listen.


“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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Subscribe to our new (2nd) show… The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinks

Episodes drop weekly. It’s The Best Idea Yet.


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Episoder(1629)

“The stock ticker should be KEYS” — Airbnb’s IPO. Mars eats Kind Bars. Amazon launches an ePharmacy.

“The stock ticker should be KEYS” — Airbnb’s IPO. Mars eats Kind Bars. Amazon launches an ePharmacy.

We jumped into Airbnb’s IPO paperwork Snacks Style… and they finally told us who their favorite child is. Candy legend Mars just bought Kind Bar because snacks spring eternal (meta). And if you notice...

18 Nov 202018min

“We did a 5th thing...” — Casper’s 14% nightmare. Southwest’s frugal-ness. Asia’s epic trade deal.

“We did a 5th thing...” — Casper’s 14% nightmare. Southwest’s frugal-ness. Asia’s epic trade deal.

Casper’s 14% stock drop reveals a self-inflicted weakness that’s been hidden for years. Southwest Airlines stock rose 2% because it’s pulling the opposite move of every other airline right now — expan...

17 Nov 202017min

“Dip, dodge, dive, duck, Doordash” — DoorDash’s IPO. Disney’s stock defiance. Google’s unlimited strategy.

“Dip, dodge, dive, duck, Doordash” — DoorDash’s IPO. Disney’s stock defiance. Google’s unlimited strategy.

We ordered some noodles and jumped into DoorDash’s fresh IPO paperwork… but there’s one problem that they mentioned 649 times. DisneyLand shut down, no new movies, and stores closed? Didn’t stop Disne...

16 Nov 202020min

“TSA for Adele” — Live Nation’s 2021 strategy. Sonos’ niche need. Ford’s subscripturation.

“TSA for Adele” — Live Nation’s 2021 strategy. Sonos’ niche need. Ford’s subscripturation.

Live Nation’s sales plummeted 95%, so it’s already got a plan for your summer 2021 concert game. Sonos’ latest product unveil has us thinking they should find their niche. And Ford’s newest electric v...

13 Nov 202018min

“Lyft is worth only 1 Lyft” — Apple’s horizontal dominance. Hopin’s $125M. Lyft’s non-moment.

“Lyft is worth only 1 Lyft” — Apple’s horizontal dominance. Hopin’s $125M. Lyft’s non-moment.

We’ve been thinking it for weeks, but now that Lyft’s reported earnings we’re just gonna say it: Lyft hasn’t done anything this year. Apple’s “One More Thing” event shows that it’s not only vertically...

12 Nov 202019min

“Crazy in love (on a bike)” — Beyonce’s Peloton deal. Spotify’s podcast puberty. Ulta Beauty’s Inception retail.

“Crazy in love (on a bike)” — Beyonce’s Peloton deal. Spotify’s podcast puberty. Ulta Beauty’s Inception retail.

Peloton snagged a deal with Beyonce because Peloton is not in the industry you think it’s in. Spotify’s latest $235M acquisition is its most important yet, even if you’ll never listen to it. And Ulta ...

11 Nov 202021min

“Ronald McVegan” — McDonald’s McPlant-wich. Pfizer’s hero vaccine. Supreme’s $2.1B trick.

“Ronald McVegan” — McDonald’s McPlant-wich. Pfizer’s hero vaccine. Supreme’s $2.1B trick.

Markets surged on word that Pfizer’s latest vaccine is over 90% effective… but that means stock winners and some stock losers (sorry, Zoom). Just as Beyond Meat was about to announce earnings, McDonal...

10 Nov 202020min

“It’s Christmas for Candy” — Hershey’s 6% jump. Marriott’s profit surprise. Amazon zucks Airbnb.

“It’s Christmas for Candy” — Hershey’s 6% jump. Marriott’s profit surprise. Amazon zucks Airbnb.

Our favorite earnings report of the fall: The first post-Halloween candy earnings from Hershey. The entire travel industry is suffering right now… and yet Marriott whipped up a profit? And we noticed ...

9 Nov 202019min

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