Roku’s 8% jump, Rent The Runway’s new mega (co-working) store, and TripAdvisor’s “experiences” bet

Roku’s 8% jump, Rent The Runway’s new mega (co-working) store, and TripAdvisor’s “experiences” bet

Roku is Netflix’s little cousin and the CFO is just happy the dongle is winning along with Disney. Rent The Runway is opening its biggest store ever in San Francisco, featuring a coworking space and a new target customer. And TripAdvisor’s growth is slowing, but one division is expanding fast: Experiences.Learn more about your ad choices. Visit podcastchoices.com/adchoices

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🕹️“eBayStop” — GameStop’s craziest idea. Frosted Flakes’ toy comeback. Jane Street’s nerd $$$. +Cheap Guac

🕹️“eBayStop” — GameStop’s craziest idea. Frosted Flakes’ toy comeback. Jane Street’s nerd $$$. +Cheap Guac

GameStop is offering $56B to acquire eBay… the deal is crazy, the logic is not.Kellogg brings back cereal box toys for the 1st time in decades… The 100-year-old growth hack.The nerdiest biz ever just ...

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👠 “Devil Wears Zara” — Miranda Priestly’s sellout. Eli Lilly’s GLP win. Disney’s AI Prompt Pressure. +Venmo4sale

The Devil Wears Prada vs. the Met Gala… One is “sold out,” the other is a “sell-out”Streaks, leaderboards, & “Max Badges”... New rule for Disney employees? Use AI #PromptPressureThe world’s most popul...

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🏇 “Unpredict” — Kentucky Derby’s bet ban. Amazon’s AI podcasts. 818 tequila surprise. +Hershey’s Ozempic breath

Kendall Jenner’s 818 tequila is soaring despite Gen Z sobriety… because of one secret.Amazon’s making AI podcasts about every single product… Call it a Slopportunity.Most prediction traders lose money...

1 Maj 21min

🦸‍♀️ “MAMA Stocks” — Zuck’s Ad/AI machine. Hilary Duff’s anti-Ozempic bet. Bill Ackman’s Influencer IPO. +Refresher surge

🦸‍♀️ “MAMA Stocks” — Zuck’s Ad/AI machine. Hilary Duff’s anti-Ozempic bet. Bill Ackman’s Influencer IPO. +Refresher surge

Hilary Duff invested in & works out with Ladder… In the Ozempic era, muscles matter more.Meta’s ad machine is more efficient than ever… Zuck’s AI budget can acquire Detroit’s Big 3.Bill Ackman has 2 M...

30 Apr 20min

🦶 “Foot Fetish” — Birkenstocks’ nail polish. Dubai’s OPEC exit. NYC’s maiden Air Taxi. +1st AI Store

🦶 “Foot Fetish” — Birkenstocks’ nail polish. Dubai’s OPEC exit. NYC’s maiden Air Taxi. +1st AI Store

NYC just got its 1st electric air taxi flight from Joby on Uber… It’s the “1,000-Foot Economy”Birkenstock launched cosmetics for your feet… cause the road to Gen Z is through skin.Dubai just quit OPEC...

29 Apr 21min

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👊 “Real Housewives of Tech” — Elon vs. Altman. Spotify’s Peloton hookup. Ube’s viral surge. +Wedding Dress Ozempic

Spotify is now streaming Peloton workouts… It’s a Taylor-Swift-Travis-Kelce Deal.Ube is the viral produce du jour… like matcha, it’s a case of “Cultural Arbitrage.”Elon Musk vs. Sam Altman began in fe...

28 Apr 20min

🏈 “Endorse My Ball” — Fernando Mendoza’s LinkedIn-ing. Intel’s chip-rip-dip. The Vatican’s AI savior. +Uber Spy Pricing

🏈 “Endorse My Ball” — Fernando Mendoza’s LinkedIn-ing. Intel’s chip-rip-dip. The Vatican’s AI savior. +Uber Spy Pricing

Fernando Mendoza went #1 in the NFL Draft… but the real winner is actually LinkedIn.Intel stock hit all-time high for the first time since 2000… because when software dips, chips rip.The institution t...

27 Apr 22min

🫦 “Emotional staples” — L’Oreal’s lipstick effect. Tesla’s not-self-driving cars. Business Trip ROI. +Adult pregaming

🫦 “Emotional staples” — L’Oreal’s lipstick effect. Tesla’s not-self-driving cars. Business Trip ROI. +Adult pregaming

Lipstick is economic soup for the stressed soul… And L’Oreal is the Lipstick Effect in real life.Elon dropped a truth bomb: 4M Teslas can’t drive themselves… Up next? Operation Body Shop.Should you as...

24 Apr 22min

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