👁️ “How we’ll pay ourselves when bots take over” —WorldCoin’s eye-scanner. Spotify’s loser user. UPS’ year of the strike.
Spotify’s just announced its best user growth ever, but the stock fall 14% — Because sometimes a user can be a loser. UPS just reached an agreement with the workers’ union, it won’t go on strike — But...
26 Jul 202320min
💅 “A Positive Sum Game” — Barbenheimer’s precedent. Twitter’s X-out. Deodorant’s surge.
Barbie & Oppenheimer enjoyed the 4th best Box Office weekend ever — Because “Barbenheimer” reveals the power of the Positive Sum Game. Elon just erased Twitter from Twitter, it’s now called “X” — Beca...
25 Jul 202319min
🍹 “National Tequila Day” — Celebs do Tequila. Chase does Lounges. And Amazon does Space.
Is it just us, or does every celebrity have their own tequila brand — But when you drink a celebrity liquor, you’re drinking hip hop history. Amex Platinum *was* the only credit card with its own loun...
24 Jul 202318min
🩷 “Barbie, born in 1959” — Barbie’s disruptive history. Netflix’s strike advantage. RIP Starter Homes.
Everyone’s talking about the Barbie movie, but we want to talk about the Barbie doll — Because Barbie isn’t just a doll, she was an early disruptor. Zillennial 1st-time homebuyers aren’t buying “Start...
21 Jul 202319min
🎥 “It’s huuuuge” — IMAX’s Oppenheimer moment. Skims’ $4B undies. Microsoft’s AI championship.
“Oppenheimer” debuts tonight on IMAX, so we’re looking at IMAX’s business model — Because it’s a case study flexibility. Kim Kardashian’s shapewear brand hit a $4B valuation and wants to IPO — Because...
20 Jul 202318min
🙋♀️ “Soccer’s growth story” — Women’s World Cup $$$. Buses are back. AT&T’s lead empire.
The Women’s World Cup kicks off Thursday in New Zealand (and Australia) — But we think the Women’s World Cup is a growth stock, while the Men’s tournament is a value stock. AT&T shares just fell to th...
19 Jul 202320min
🐐 “iMessi” — Apple’s Lasso Way. Allbirds’ weirdness rule. Accountants’ superhero moment.
The world’s greatest soccer player, Lionel Messi, just began his career in Miami — But the real winner is actually Apple, who’s master plan is to get America loving soccer. Allbirds’ latest shoe is th...
18 Jul 202319min
🎙️ “Episode #1,000” — Shopify’s meeting calculator. Opill’s OTC pill. Air Conditioner’s heat wave win.
Yetis & Besties, thanks to all of you for getting us to 1,000 episodes (it’s a lovely, nice, round number). Shopify thinks meetings waste valuable company time, so they created a meeting cost calculat...
17 Jul 202318min
