
đ„ âProfile pics are deadâ â Tinderâs vid game. Airlinesâ great pilot panic. Blackstoneâs $6B house party.
Match just splurged $2B on video tech to make your Hot Vaxx Summer dates feel like a game. Airlines are facing such a pilot shortage that youâll probably pay more for your flight (and then itâll proba...
23 Jun 202117min

đ âHome-lennialsâ â Costcoâs Kirkland secret. Bitcoinâs pureplay miner. WeWorkâs trophy.
Everyoneâs talking about Amazon Prime Day, but weâre focused on Costco (new target: Home-lennials). Bitcoin fell below $33K on a mining problem, but itâs actually an opportunity for Riot Blockchain, a...
22 Jun 202119min

✠âManU isnât an exotic puma petâ â Manchester Unitedâs fan brand. Jack In The Boxâs influencer restaurant. The 2021 SPAC-down.
Manchester United just survived another quarter with no fans, but its brand equity is its fan loyalty. Jack In The Box, Uber, and a TikTok singer just created what weâre calling an âInfluencer Restaur...
21 Jun 202120min

đŒ âKeep the Victoria, bury the Secretâ â Victoriaâs Secretâs soccer moves. Spotifyâs soft power. The Reparation economy.
Victoriaâs Secret just traded Tyra Banks for a pro soccer player to pull off the greatest brand turnaround in history. Spotify just launched its live audio Clubhouse rival, but if you acquire a zuckin...
18 Jun 202118min

đ âThe iDoctor will see you nowâ â Appleâs health mojo. Waymoâs $2.5B map. Deutscheâs profit ship.
We just got an update on Appleâs secret âProject Casperâ: Apple Doctors. A random ship has become Deutsche Bankâs most profitable investment of the year. And self-driving icon Waymo just raised $2.5B,...
17 Jun 202116min

đ âA $6 handbag beat Amazonâ â Sheinâs real-time fashion. Yelpâs restaurant recon. Sinclairâs $23 sports+.
The most-downloaded fashion app is now Shein, and itâs created a new behavior: Real-Time Fashion. Yelp whipped up data on how youâre dining, but it tells us more about Yelp than the recovery. And Sinc...
16 Jun 202118min

đ„ âI told ya soâ â Lordstownâs mirage. Dave & Busterâs decay curve. US vs China econ winner.
Lordstown Motors was supposed to be the hero of electric cars, but it looks like it wasnât even real. Dave & Busterâs is hoping a limited time margarita can cure the Decay Curve. And after a rare bipa...
15 Jun 202119min

đ âI bought it at Netflixâ â Netflixâs store. Teslaâs ultra-luxury car. DiDiâs $100B IPO.
Netflix just launched its 1st ever store, which weâre calling the path to Disney-fication. Tesla unveiled a $144K car because ultra-luxury helps you sell your cheapest products too: Peer Price Pressur...
14 Jun 202119min






















