đ€Ż âAmazonâs biggest stress testâ â Viaâs $200M carpool fundraise. A Zoom privacy problem. Amazon hits crunch moment.
We havenât had an Amazon story during the entire corona-conomy â now itâs facing its crunch moment. Zoom became the most popular free app in the world, but now itâs facing its 1st major privacy investigation. And our âUnicorn of the Dayâ is ride-share under-puppy Via â it just raised $200M for AI-powered busses in the strangest timing for a ride-share investment yet.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
1 Apr 202017min
đ§ââïž âHQ Triviaâs Frankenstein/Queer Eye momentâ â Eggs are the new TP. Johnson & Johnsonâs Da Vinci Code COVID-19 announcement. HQ Triviaâs revival.
Fresh after shutting down in February, HQ Trivia has been resurrected during this crucial moment for stay-at-home apps â and the announcement came via push notification. Cal-Maine is the largest egg producer in the country and itâs having a moment right now (eggs are essentially essential). And Johnson & Johnson shares jumped 8% on word it may be leading the race-for-a-corona-cure.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
31 Mars 202019min
đ§ââïž âLululemonâs pandemic-proof mantraâ â Nike is a close-talker. Fast beats Amazon/Apple/PayPal. Lululemonâs Power of 3.
Itâs been one year since Lululemon set an intention known as its âPower of Threeâ â and sticking to its 5-year plan has become pure corporate leadership in the coronaconomy. Startup âFastâ raised a new round of financing from Stripe to solve online shopping cart anxiety, but its real power is as a Big Tech outsider. And Nikeâs earnings report reveals a valuable Wall Street strategy: Be a âclose talker.âLearn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
30 Mars 202016min
đ â3.3M Americans laid off in 1 weekâ â Lime'de-horned. Targetâs neglected profit puppies. The economic pain begins.
Fresh after the latest two-trillion-dollar stimulus package, we got news of the red wedding week for American workers â 3.3M filed for unemployment last week. E-scooter legend Lime already pulled out of 99% of the cities it scoots around in, but a new fundraise could drop its valuation by 80%. And youâd think Target is living its best life right now, but a surprise report reveals that its profit puppies are getting no love.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
27 Mars 202016min
đ€žđżââïž âClassPassâ work-from-home burpeesâ â $2T stimulus bill math.Twitterâs ad-pocalypse. Return of the eWorkouts.
Stocks popped (again) because the economic rescue bill finally passed the Senate, so we put the $2T spending total into a spreadsheet for you. Twitter and Facebook are enjoying bandwidth-breaking usage, but theyâre about to face the ad-pocalypse of 2020. And workout platform ClassPass is launching virtual workouts â 1 year after they first tried the same exact thing and failed.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
26 Mars 202017min
đ âMarijuanaâs lockdown liftoffâ â Pot stocks pop. The âProject Apolloâ war effort/ Cat Personâs spinoff launch.
Businesses like Ford and 3M are entering phase they havenât hit in decades: War Effort mode. The Harryâs Razors innovation arm whipped up its 2nd startup â a direct-to-consumer cat brand called Cat Person thatâs changing direct-to-consumer. And marijuana companies faced an oversupply problem pre-coronavirus, but quarantines may be their cure.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
25 Mars 202019min
đ» âCorona's $900M wounded soldierâ â A canceled Mexico brewery. NYTâs pod acquisition. The economyâs âTwo Paths.â
Constellation Brands brews Corona lagers in Mexico, but its $1.4B investment in a new facility there now isnât happening, so the stock dropped 12%. Despite all its reporting right now, the New York Times took a break to acquire Audm â doubling its content in 1 move. And the US response to coronavirus is now facing a Robert Frost style âTwo Pathsâ moment: Officials may start weighing the economy vs. human lives.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
24 Mars 202018min
đïž âWhatâs the refund policy on Airbnbâs IPO promise?â â Movie theaters get cut out. Airbnbâs host/guest hate. 5 âCorona-conomyâ trends are accelerating.
We predict that the Corona-conomy is accelerating trends, including contactless payments, subscriptions, and cord-cutting. Universal Studios is going direct-to-consumer with its latest movies, which questions the whole must-be-in-theaters-first-for-90-days thing. And Airbnb promised investors and employees it would IPO this year, but now itâs got to make a careful calculation as its bookings plummet: Side with guests or hosts?Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
23 Mars 202018min
