🍹 “Ice Cream of the Future” — Dippin’ Dots’ resurrection. YouTube’s now #1 for podcasts. Northwestern’s stadium disruption.
The Best One Yet19 Nov 2024

🍹 “Ice Cream of the Future” — Dippin’ Dots’ resurrection. YouTube’s now #1 for podcasts. Northwestern’s stadium disruption.

Dippin’ Dots was bankrupt
 but a 2nd scientific breakthrough has given it a hot comeback.

YouTube is now the #1 podcast platform, beloved by Gen Z
 Apple is for oldies, Spotify for Millennials.

Northwestern University’s new football stadium is the most expensive
 but also the smallest?

Plus, how Levi’s 501 jeans went from gold rush miners to Bruce Springsteen’s butt
 and took down the Berlin Wall.


$JJSF $GOOG $AAPL $SPOT


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Want more business storytelling from us? Check out the latest episode of our new weekly deepdive show: The untold origin story of Levi’s 501s: The World’s 1st Jeans 👖Subscribe to The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinks to listen.


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Avsnitt(1609)

“‘Mealkitting’ never became a verb” — HelloFresh vs Blue Apron. Signet Jewelers’ 40% surge — Microsoft pulls a Sierra Club

“‘Mealkitting’ never became a verb” — HelloFresh vs Blue Apron. Signet Jewelers’ 40% surge — Microsoft pulls a Sierra Club

We’ve got a new #1 in the US meal kit market — HelloFresh is beating Blue Apron (even though mealkitting may be in trouble). Zales/Kay/Jared’s owner Signet Jewelers watched its stock pop 40% last week, but its “Path to Brilliance” plan may not be working. And Microsoft is acting more like a non-profit, announcing it’s not just going carbon neutral
 it’s going carbon negative (mic drop).Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

21 Jan 202017min

“Peacock is the 761st streaming service” — Gap won’t spinoff Old Navy. NBC reveals Peacock. China weaponizes the wallet

“Peacock is the 761st streaming service” — Gap won’t spinoff Old Navy. NBC reveals Peacock. China weaponizes the wallet

Shares of the Gap pop 5% on word it’s doing the opposite of what it planned to do — it’s no longer spinning off Old Navy, its best-performing brand. NBC reveals the details of Peacock, but it’s acting like the flaky friend of the Streaming Wars. And China holds German car companies hostage (the USA is no longer the only global economic police). Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

17 Jan 202016min

“Baby Yoda is Build-a-Bear’s Rudy moment” — Build-A-Bear jumps 14%. Califia Farms’  fund raise. Phase 1 trade deal

“Baby Yoda is Build-a-Bear’s Rudy moment” — Build-A-Bear jumps 14%. Califia Farms’ fund raise. Phase 1 trade deal

We finally got to see what was actually in the Phase 1 trade deal that was just signed. We noticed Build-A-Bear shares popped 14% because it’s working on what Hasbro can’t: A Baby Yoda doll. And Califia Farms is our (almost) “Unicorn of the Day,” snagging $225M in fresh funding to make plant-based milks bigger than plant-based meats.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

16 Jan 202017min

“Half of America has a Chase account” — JP Morgan’s record profit. Visa acquires Plaid. BlackRock fights climate

“Half of America has a Chase account” — JP Morgan’s record profit. Visa acquires Plaid. BlackRock fights climate

It’s big bank earnings season, so we went financial on this one. JPMorgan Chase apparently covers half of America, which led to its record profit (more than the value of 2 Lyfts). Visa dropped $5.3B to acquire Plaid, the fintech app that sits on a treasure trove of financial info, like your Venmo account. And BlackRock’s CEO whips up a new mandate: $7T to fight climate change through good, clean, financial pressure.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

15 Jan 202016min

“Casper is the Peloton of Slumber, not the Nike of Sleep”  — Casper’s IPO. 23andMe’s transition. Primo Water’s acquisition.

“Casper is the Peloton of Slumber, not the Nike of Sleep” — Casper’s IPO. 23andMe’s transition. Primo Water’s acquisition.

We slept on the Casper IPO documents released over the weekend, then realized they spent $80M just dealing with mattress returns last year. 23andMe hits a new corporate milestone — treating diseases with your saliva. And Primo Water boasts that it’s a pure-play water company, but it just got swallowed up.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

14 Jan 202018min

“Sweetgreen is the most innovative company in food” — Hershey. Quibi. Sweetgreen

“Sweetgreen is the most innovative company in food” — Hershey. Quibi. Sweetgreen

Quibi raises (another) $400M to create a new “era” (their words) beyond video streaming. Sweetgreen gets a profile in the NYT, and we think it may be the most innovative company in food right now. And “the OPEC of chocolate” may raise prices on the critical ingredient for Hershey and Mondelez sweets.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

13 Jan 202018min

“Verizon's ‘pros before cos’ problem”  — Wine tariffs, Softbank layoffs, and Verizon

“Verizon's ‘pros before cos’ problem” — Wine tariffs, Softbank layoffs, and Verizon

Verizon whips up a new pricing model for its cable TV, but it’s basically creating subscripturation in our lives. Softbank startups like Zume Pizza and Getaround are starting the year by firing employees (we’re in a new decade of unicorns). And 100% wine tariff threats may mess with your Friday evening pinot plans.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

10 Jan 202018min

“These delivery apps are like mafia families” - Grubhub, Spotify, and Tough Mudder

“These delivery apps are like mafia families” - Grubhub, Spotify, and Tough Mudder

We’re testing out a new title format, Snackers. Grubhub shares jumped 13% on news it’s trying to sell itself. Spotify’s launching a dynamic new advertising format that reminds us of Facebook. And the “you might die from this” fitness event startup Tough Mudder is reportedly being pushed to file for bankruptcy.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

9 Jan 202018min

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