👀 “The Dumbledore of DTC” — Warby Parker’s stock. Amazon’s robo-pooch. Debt Ceiling’s drama.
Warby Parker just went public with $56 worth of eyeglasses, but its greatest creation isn’t shades — it’s its business model. Amazon’s biggest new product of the year is a lineup of robots to take ove...
30 Sep 202119min
🧱 “Legos & SPAM” — Lego’s un-focus focus. Ferrari’s iPhone guy. TikTok’s billionth user.
Lego became the biggest toy company on Earth by no longer targeting kids. TikTik just joined the One-Billion-User Club, but TikTok’s not making enough money on TikTok. And Ferrari just snagged the guy...
29 Sep 202117min
🚗 “Autopilot+” — Tesla’s roomba. Zillow’s conspiracy. Aurora Cannabis’ brand.
Tesla launched full self-driving mode for its cars, but the problem is the speed limit (there isn’t one). Aurora Cannabis’s stock has fallen 95% from its all-time high because it’s one vice different ...
28 Sep 202118min
🧨 “Banned in China” — Firework’s $100M broccoli. Bitcoin’s grounded. Zuck’s burn book.
You’re grounded: China just all-out banned crypto-anything in China… but that could be good for crypto in the US. Firework is TikTokifying Albertsons’ grocery app because of “The 3 Vs.” And the WSJ’s ...
27 Sep 202117min
🥖 “Limited Breadsticks” — Olive Garden’s new spice. Amazon’s dressing rooms. Redwood’s urban mining.
Olive Garden’s record high stock price explains the rift between Wall Street and Main Street. Amazon is whipping up its 1st department stores with a focus on the dressing room (#EndRetailGhosting). An...
24 Sep 202119min
🌝 “Oompa Loompa TV” — Princess Polly’s IPO. Netflix’s chocolate factory. Airbnb’s travel revolution.
Forget Fast Fashion and Second-Hand Clothing… Princess Polly and Culture Kings just IPO’d thanks to Real-Time Fashion (and micro-influencers). Netflix just made its biggest acquisition with “Charlie &...
23 Sep 202118min
👩🎤 “Gaga goes public” — Universal Music’s IPO. Sorare’s soccer NFT. Volkswagen+.
Universal Music popped on its IPO because your Insta stories are powering music. Sorare just landed the biggest deal in NFT history because it turned Lionel Messi into a game. And Volkswagen is Netfli...
22 Sep 202119min
🐳 “It’s the ripple, not the splash” — Evergrande’s crisis. Hotel Peloton. The Emmys’ real winner.
Stock markets had their worst day in months because China’s got a brewing real estate crisis (cue the Lehman Brothers vibes). We noticed that Peloton’s website has a curious “Hotels” tab, so we clicke...
21 Sep 202119min
