🔥 “Profile pics are dead” — Tinder’s vid game. Airlines’ great pilot panic. Blackstone’s $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 you’ll probably pay more for your flight (and then it’ll proba...
23 Jun 202117min
🏠 “Home-lennials” — Costco’s Kirkland secret. Bitcoin’s pureplay miner. WeWork’s trophy.
Everyone’s talking about Amazon Prime Day, but we’re focused on Costco (new target: Home-lennials). Bitcoin fell below $33K on a mining problem, but it’s actually an opportunity for Riot Blockchain, a...
22 Jun 202119min
⚽ “ManU isn’t an exotic puma pet” — Manchester United’s fan brand. Jack In The Box’s 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 we’re calling an “Influencer Restaur...
21 Jun 202120min
👼 “Keep the Victoria, bury the Secret” — Victoria’s Secret’s soccer moves. Spotify’s soft power. The Reparation economy.
Victoria’s 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
💊 “The iDoctor will see you now” — Apple’s health mojo. Waymo’s $2.5B map. Deutsche’s profit ship.
We just got an update on Apple’s secret “Project Casper”: Apple Doctors. A random ship has become Deutsche Bank’s most profitable investment of the year. And self-driving icon Waymo just raised $2.5B,...
17 Jun 202116min
👜 “A $6 handbag beat Amazon” — Shein’s real-time fashion. Yelp’s restaurant recon. Sinclair’s $23 sports+.
The most-downloaded fashion app is now Shein, and it’s created a new behavior: Real-Time Fashion. Yelp whipped up data on how you’re dining, but it tells us more about Yelp than the recovery. And Sinc...
16 Jun 202118min
🔥 “I told ya so” — Lordstown’s mirage. Dave & Buster’s decay curve. US vs China econ winner.
Lordstown Motors was supposed to be the hero of electric cars, but it looks like it wasn’t even real. Dave & Buster’s is hoping a limited time margarita can cure the Decay Curve. And after a rare bipa...
15 Jun 202119min
🛒 “I bought it at Netflix” — Netflix’s store. Tesla’s ultra-luxury car. DiDi’s $100B IPO.
Netflix just launched its 1st ever store, which we’re 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
