🍰“AI’s 5-Layer Cake” — Nvidia’s epic explainer. LEGO’s verb’ing. Nio’s battery-swap cars. +End of Athleisure
Lego had its best year ever, launching 2 new sets every day… Thanks to a lesson from sports.Nvidia’s Jensen Huang wrote his first blog post in 6 years… to explain AI is like a 5-layer cake.China’s Nio...
11 Mars 22min
🌝 “Post-Swift Era” — Ticketmaster’s Google moment. Calvin Klein’s JFK Jr miss. Trump’s Iran TACO? +Beyond Meat’s rename
Stagflation had entered the chat… But the President reversed everything with a tweet.Calvin Klein’s is viral thanks to FX’s “Love Story” about JFK Jr and CBK… but Calvin wasn’t ready.Live Nation doesn...
10 Mars 22min
🔵 “$400M Latte” — Blue Bottle’s acquisition. Oil’s everything tax. Startup-maxxing surge. +Solo Dining Surge
Founder-Maxxing is the new trend… America is losing jobs, but gaining entrepreneurs.Blue Bottle Coffee was just acquired by China’s Luckin for $400M… It’s a 9-digit latte.Oil surged 14% in the biggest...
9 Mars 22min
🏁 “Kars 4 Kims” — Formula 1’s girlfriend bet. Robinhood’s platinum card. Iran’s Insider Predicting. +Burger King bites back
Formula 1 racing starts tomorrow and it comes down to 3 biz keys… Cadillac, Apple, and Kim Kardashian.Robinhood’s $695 Platinum Card is made of *real* platinum… but can it out-Amex your assets?16 peop...
6 Mars 22min
💻 “MacValue Meal” — Apple’s $599 laptop. Soulja Boy’s AI phone. Iran’s bull case. +Taser Alarm Clock
Apple launched its cheapest laptop ever… we think repeats a mistake Tesla made.Soulja Boy is the 1st rapper to clone his voice with AI… to sell B2B software.Stocks are actually up since the War with I...
5 Mars 23min
🤙 “High School Millionaire” — Cal AI’s crazy acquisition. Iran’s drone game. McDonald’s cringe-burger. +New Song car-crash
McD’s CEO went viral for awkwardly eating its new burger… but it smells like a 90s marketing McTastrophe.Iran’s $20k drones cost us $4M to shoot down… It’s financial asymmetry, affecting stocks.Cal AI...
4 Mars 22min
🛡️ “War-folios” — Iran market reaction. Dutch Bros’ energy. Anthropic’s moral marketing. + Fitbit for farting
Oil’s up, airlines are down, and so is Chipotle… We look at how War in Iran hits everything markets.Dutch Bros is now the #3 coffee chain… but it’s actually an energy drink chain in disguise.Anthropic...
3 Mars 23min
💉 “Corporate Botox” — Block’s 40% layoff. Netflix’s wedding crashed. Coach Handbags’ anthropologist. +Burger King’s AI
Jack Dorsey is replacing 40% of Block’s employees with AI… and the Wall Street reward was huge. Coach is selling 3 million Gen Z women its $350 handbag… thanks to an anthropologist.Wedding Crashers ex...
2 Mars 23min
