🚘 “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)

👵👴 “DINKs vs PINKs” — The Silver Tsunami of Americans over 65. Chipotle’s Hero Metric. The End of Media’s Gated Gardens.

👵👴 “DINKs vs PINKs” — The Silver Tsunami of Americans over 65. Chipotle’s Hero Metric. The End of Media’s Gated Gardens.

With a record number of Americans turning 65 this year, we have to talk about “PINKs” (= “Passive Income, No Kids”) — PINKs are the new top demo in America (sorry, DINKs)Chipotle stock reached an all-...

8 Feb 202420min

🦶“WeCrashed: Part II” — Adam Neumann’s WeWork offer. 49ers’ Silicon Valley playbook. FTX’s full refund.

🦶“WeCrashed: Part II” — Adam Neumann’s WeWork offer. 49ers’ Silicon Valley playbook. FTX’s full refund.

The 49ers are in the Super Bowl again thanks to one data-driven strategy — But this isn’t a football story, it’s a business story (and it’s inspired by the artist Renoir).WeWork’s ex Adam Neumann just...

7 Feb 202418min

🤓🍬 “Revenge of the Nerds” — Nerds’ Super Bowl commercial. Does the Sphere make money? Bill Gates & Jeff Bezos’ mining startup.

🤓🍬 “Revenge of the Nerds” — Nerds’ Super Bowl commercial. Does the Sphere make money? Bill Gates & Jeff Bezos’ mining startup.

Nerds’ candy sales have surged 10x to become the #1 top selling sugar candy in America — So we’re explaining why Nerds is doing its 1st Super Bowl ad.The Las Vegas Sphere just shared its first full q...

6 Feb 202420min

🐑 "Ugly Beautiful" — Uggs' boots are back. Facebook turns 20. The Secret of Great Packaging.

🐑 "Ugly Beautiful" — Uggs' boots are back. Facebook turns 20. The Secret of Great Packaging.

What’s that model wearing? Uggs. The sheepskin boot brand’s sales have surged to an all-time high — Because nostalgia follows a 20-year life cycle.It’s Facebook’s 20th birthday and Zuck’s baby just ha...

5 Feb 202418min

🤘 “Better have RiRi’s Money — TikTok’s Music Purge. Apple’s headset debut. Wilson’s

🤘 “Better have RiRi’s Money — TikTok’s Music Purge. Apple’s headset debut. Wilson’s

Taylor Swift, Rihanna, and Drake. All their music is off TikTok today because of a dispute with Universal — So we’re going to explain the “Great TikTok Purge” with Rihanna’s lyrics… because this deal ...

2 Feb 202419min

🚌 “The Tesla of School Buses” — Zum’s $1B e-Schoolbus. Norway’s huuuuge wealth fund. 23&Me’s riches to rags story.

🚌 “The Tesla of School Buses” — Zum’s $1B e-Schoolbus. Norway’s huuuuge wealth fund. 23&Me’s riches to rags story.

Zum just hit a $1.3B valuation for reinventing the school bus: Electric and smart — but since kids are involved, they’re facing some speed bumps.23&Me pioneered the home DNA test, but now they’re clos...

1 Feb 202419min

😶‍🌫️ “Merlot vs Marijuana” — Cannabis’ Dry January surge. SmartLess’ $100M podcast deal. Big Tech’s dollar saved.

😶‍🌫️ “Merlot vs Marijuana” — Cannabis’ Dry January surge. SmartLess’ $100M podcast deal. Big Tech’s dollar saved.

Dry January is drier than ever, but the real winner is the Cannabis industry — Marijuana sales surged this month because it’s actually “Canuary.”Google and Microsoft just announced record profits, but...

31 Jan 202418min

💋 “High luxury’s low-luxe savior” — Sephora is LVMH’s highlight. FanDuel’s NYSE listing day. iRobot’s getting stock-blocked.

💋 “High luxury’s low-luxe savior” — Sephora is LVMH’s highlight. FanDuel’s NYSE listing day. iRobot’s getting stock-blocked.

What’s powering LVMH, the largest luxury company on earth? It’s Sephora (LVMH’s favorite child) — Because great luxury builds ladders.FanDuel just started trading on the New York Stock Exchange with a...

30 Jan 202420min

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