🛵 “Who is Mamadou?” — Uber’s perfect delivery guy. Nvidia’s OpenAI circularity. Exec Assistants-for-All. +Sorority $$$ Surge.
Who is Mamadou?... The 5.0 perfect delivery mystery is Uber’s big marketing opportunity.Nvidia paid OpenAI $100B, so that OpenAI can pay Nvidia $100B?... It’s circular financing.The new flex at work? ...
25 Sep 202522min
🍣 “Capitalism Roll” — Sushi’s US surge. Oura’s $11B Ring. Oklo’s nuclear Trump speech. +Ben Stiller soda.
Sushi is surging in America, specifically grocery store sushi… because convenience is king.Oura just hit a $11B valuation selling their tech rings… and it’s thanks to women and soldiers.Oklo stock has...
24 Sep 202522min
🧸 “Bear Squeeze” — Build-A-Bear’s 2,500% surge. H-1B’s $100K visa fee. Beli’s Yelp-etition. +SNL’s talent accelerator.
Trump jacked up the fee of H-1B visas to $100K… The economic lens? It’s a tariff on people.Build-A-Bear’s stock is surging this year… because 92% of us still have a childhood teddy bear.Beli is viral ...
23 Sep 202522min
💏 “Cuffing Szn” — Raya’s dating club. Olive Garden’s petite parm. TikTok FlipFlop. +September Stock Diss.
The top dating app right now is a secret: Raya… It’s got a waitlist bigger than Philadelphia.We have TikTok deal, it’s approved, but we don’t know the details?… We’ll explain the TikTok FlipFlop.The O...
22 Sep 202522min
👟 “Air Force Kirkland” — Nike’s Costco sneaker. Amex’s $895 mirror card. Jimmy Kimmel’s cancellation. +Kevin Durant’s crypto password.
Amex just jacked up the fee for its Platinum card to $895… so we used AI to optimize the points.Did Nike just collab with Costco on a shoe?... Could be a deepfake - or an intentional Nike leak.Jimmy K...
19 Sep 202522min
☎️ “No you hang up!” — Landlines’ comeback. SharkNinja’s influencer army. The Fed’s D-Day. +Nike/Nobu Sushi Club.
Landline phones are making a comeback, led by the brand Tin Can… and it’s because of Millennial parents.SharkNinja sells gadgets in 35 categories… and pays influencers $700M to promote them..The Feder...
18 Sep 202523min
👁️ “eyePhone” — Zuck’s screen-in-lens glasses. Kodak’s renaissance moment. Quarterly Earnings psych. +Treadmill trends.
Meta leaked that they’re launching new smart glasses today… with a screen on the lens. Kodak is back with a camera that sold out… thanks to Labubu dolls.Trump wants to end quarterly earnings… So we’ll...
17 Sep 202523min
👢 “ChatGP-She” – AI’s female flip. Robinhood’s VC-for-All. Shake Shack’s Michael Kors burger. +Sony Walkman’s innovation.
ChatGPT revealed the 1st study on who actually uses it… The power user? High school girls.Shake Shack invented a French Onion Burger… it’s the same affordable luxury strategy as Michael Kors.Robinhood...
16 Sep 202522min
