“Mango is #1 in fruit” — Mission Produce’s fragmentation. Squarespace’s $10B website. Uber’s UK “workers”.
Avocado icon Mission Produce jumps into the mango game because “commodities only exist in the minds of the inept.” Squarespace hits a $10B valuation building websites, but the real story here is its “...
18 Mars 202117min
“Call me if the range anxiety doesn’t subside in 7-10 days” — VW’s delegation. GoPro’s un-wearables. Tax-apalooza 2021.
Stimulus bill? Check. Vaccines? Coming. Now comes the biggest tax hike in 30 years. Volkwagen has whipped several remedies for range anxiety. And GoPro’s stock has tripled in 6 months because the late...
17 Mars 202117min
“Breathe in the Stoxygen” — Stripe’s $95B. Tinder’s background check. Airline’s crystal ball.
America’s biggest startup just got bigger, sucking up all the stoxygen in the room. Tinder just made its 1st ever investment in a non-profit so you can background check Brad pre-brunch. And 1 day in M...
16 Mars 202119min
“We made the 1st ever podcast NFT” — LEGO goes norm-core. Netflix ends password sharing. Coupang out-Primes Prime.
LEGO is winning the toy world by going hardddd into normcore. Netflix is testing tech that prevents you form using someone else’s password. And the biggest IPO of 2021, South Korea’s Coupang, is actua...
15 Mars 202116min
“Risk life, deserve Twizzler” — Adidas jumps on Peloton. AMC gets rich. Johnson & Johnson is Batman.
Turns out Adidas wants to be like Nike (and it’s also getting a Peloton). AMC’s sales have plummeted 90%, but it found $300M in cash under its seats. And Johnson & Johnson’s latest vaccine movies reve...
12 Mars 202118min
“The NBA cancelled and Tom Hanks got COVID” — Corona-conomy’s 1-year. Roblox goes public. Elf Beauty’s burrito lipstick.
It’s official. We’re 1 year into the corona-conomy, so we whipped up the most important numbers from it. Roblox just went public... and 3 out of 4 American kids are using it. And Elf Beauty is doing t...
11 Mars 202118min
“Ohhhh, the macrame” — Kayak’s hotel leap. Amazon’s Alabama situation. Carbon Capture’s guilt economy.
Booking owns a bunch of travel apps, including Kayak, is jumping off the internet to launch its own physical hotel… but we think they got the idea from streaming. Amazon’s situation in Alabama reveals...
10 Mars 202118min
“If you could sell stock of The Crown” — AT&T’s alleged cheating. Discord’s maverick. Gatorade’s tech thingie.
The social media app du jour Discord hit a $7B valuation for doing the opposite of every other social media company. Pepsi’s Gatorade just made an unprecedented move in the beverage industry: It’s lau...
9 Mars 202116min
