🐊 “4th-and-Pickle” — Gatorade’s picklejuice plan. ChatGPT’s chief-of-app. Spunge’s sneaker disruption. +150 Friend Rule.

🐊 “4th-and-Pickle” — Gatorade’s picklejuice plan. ChatGPT’s chief-of-app. Spunge’s sneaker disruption. +150 Friend Rule.

It’s the LAST DAY to Vote for The Best Idea Yet to win “Best Business Podcast”: ​​https://vote.signalaward.com/PublicVoting#/2025/shows/genre/business


NFL players are pounding pickle juice to kill cramps… It’s an opportunity for Gatorade

You can now order DoorDash or search Zillow in ChatGPT… AI just killed the app.

Spunge is the first major sneaker company since AllBirds… They’re Salehe Bembury’s shoes.

Plus, you should never have more than 150 friends. Your brain can’t handle it.


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Episoder(1559)

🦇 “The Fed’s Batman move backfired” — Waymo snags $2.25B. Honeywell’s supercomputer. The Fed’s 0.5% interest rate cut.

🦇 “The Fed’s Batman move backfired” — Waymo snags $2.25B. Honeywell’s supercomputer. The Fed’s 0.5% interest rate cut.

Alphabet’s self-driving car division, Waymo, grabbed $2.25B in outside funding for the first time as it adds 5 new godparents. Honeywell doesn’t just make charming thermostats — the historic company is now building (allegedly) the world’s most powerful supercomputer. And the Federal Reserve acts like the economy’s Batman, but the latest/shocking interest rate move had the opposite effect that it intended. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

4 Mar 202017min

🤬 “Twitter’s getting Tyrion Lannister  treatment” — Panera’s coffee subscription. Bird e-scooter “Pay”. Jack Dorsey’s hedge fund pressure.

🤬 “Twitter’s getting Tyrion Lannister treatment” — Panera’s coffee subscription. Bird e-scooter “Pay”. Jack Dorsey’s hedge fund pressure.

Twitter shares jumped 8% on word an activist investor is trying to push CEO Jack Dorsey out of his role at Twitter (because Jack is also the CEO of Square). Panera whips up a coffee subscription that fits our formula for subscription power (not subscripturation). And Bird scooters decides it also wants to be in payments, so it’s launching a way for you to buy food...via Bird. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

3 Mar 202018min

🌯“Chipotle 4B TikTok views” — Stocks’ 13% drop. Thyssenkrupp’s  elevator sale. Chipotle’s viral strategy.

🌯“Chipotle 4B TikTok views” — Stocks’ 13% drop. Thyssenkrupp’s elevator sale. Chipotle’s viral strategy.

Context is king, so we’re looking at the market’s decline last week — the worst since the financial crisis. Chipotle is powered by menu items lately, and we noticed they whipped up viral attention on TikTok — but we’re skeptical of the numbers. And Thyssenkrupp is the German elevator company that just sold its elevator biz — just like another elevator company did. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

2 Mar 202017min

🍻“Here come the Bud Light Seltzer commercials” — Beyond Meat’s first struggles. Square’s Cash app stock. Bud drops 9%.

🍻“Here come the Bud Light Seltzer commercials” — Beyond Meat’s first struggles. Square’s Cash app stock. Bud drops 9%.

Beer-glomerate AB InBev dropped 9% as coronavirus stops China from socializing, but we’re focused on how Bud Light is losing market share in the US. After a week of plant-based meat partnerships and uncouplings, Beyond Meat’s earnings sent the stock down 9%. And Square shares jumped 4% because its Cash App is powering profits. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

28 Feb 202020min

🏃“Outdoor Voices  vs. Lululemon” — OV’s CEO steps down. TJ Maxx beats Retail-pocalypse. Pony.ai hits $3B.

🏃“Outdoor Voices vs. Lululemon” — OV’s CEO steps down. TJ Maxx beats Retail-pocalypse. Pony.ai hits $3B.

TJ Maxx shares popped 7% because its “affordable splurge” strategy is working. Pony.ai is China’s self-driving car startup that just hit a $3B valuation thanks to a big investment from Toyota. And Outdoor Voices’ iconic CEO was forced to step down, so we’re looking at why the cloud-soft anti-Nike couldn’t beat Lululemon. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

27 Feb 202018min

“🎢Baby Yoda’s baby daddy just retired” — Disney’s CEO quits. Shake Shack is behind. Amazon’s 2nd software profit puppy.

“🎢Baby Yoda’s baby daddy just retired” — Disney’s CEO quits. Shake Shack is behind. Amazon’s 2nd software profit puppy.

Out of nowhere, Disney’s legendary CEO Bob Iger is stepping down — and the new guy isn’t necessarily the right guy. Shake Shack’s shares plummeted 14% because it’s basically given up on innovation and is acting like a teenager. And Amazon will start licensing its human-less grocery store tech, starting with airport stores and sports stadiums. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

26 Feb 202018min

“Your score dropped, Nicolas 😓. New credit score, Nicolas 😃” Intuit buys Credit Karma. Tubi (almost) acquired. Dow drops 1,032 points.

“Your score dropped, Nicolas 😓. New credit score, Nicolas 😃” Intuit buys Credit Karma. Tubi (almost) acquired. Dow drops 1,032 points.

The Dow plummets 1,032 points because coronavirus expanded beyond China (to South Korea and Italy). Fox wants to splurge $500M on streaming service Tubi, even though it’s got terrible content (it’s all part of Tubi’s plan). And Intuit just announced it’s officially dropping $7B to buy Credit Karma so it can data-double-dip you. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

25 Feb 202016min

“We have to talk about ‘cult stocks’” — Plug Power’s stock jump. Lyft’s ad-cquisition. Equinox’s coworking/bikes.

“We have to talk about ‘cult stocks’” — Plug Power’s stock jump. Lyft’s ad-cquisition. Equinox’s coworking/bikes.

Equinox snagged a fresh round of funding to push the luxe gym chain into coworking and at-home spinning bikes. Plug Power shares have popped because it’s become a “cult stock”. And Lyft’s latest acquisition is in response to #profitpressure, so it’s sticking ads on top of its cars. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

24 Feb 202018min

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