🛒 “Where the rich shop” — Walmart’s renaissance. Jersey Mike’s $8B sandwich. Google’s Chrome divorce.
The Best One Yet20 Nov 2024

🛒 “Where the rich shop” — Walmart’s renaissance. Jersey Mike’s $8B sandwich. Google’s Chrome divorce.

Google’s Chrome Browser is used by 61% of us
 but now Google may be forced to split it off.

Jersey Mike’s sandwich chain was just acquired for $8B
 but it’s really an education company.

The #1 non-tech stock of 2024? Walmart
 It’s winning on rich families with six-figure incomes.

Plus, can a banana duct-taped to a wall sell for $1.5M?... The art market decides today (so take our Spotify poll).


$WMT $GOOG $BX


🧱 The TBOY holiday merch drop ends Thursday 11/21: Shop now @ www.tboypod.com/shop


đŸŽ™ïž Check out the latest episode of our new weekly deepdive show The Best Idea Yet: The untold origin story of “Levi’s 501s
 The World’s 1st Jeans” 👖Wondery.fm/TheBestIdeaYetLinks


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“Barstool’s t-shirts follow a simple formula” — Barstool Sports becomes a half-icorn. SAP’s FOMO Marketing. Apple’s iRecord quarter.

“Barstool’s t-shirts follow a simple formula” — Barstool Sports becomes a half-icorn. SAP’s FOMO Marketing. Apple’s iRecord quarter.

Apple’s 4 divisions are as big as 4 other super companies. Barstool Sports hits a $450M valuation after an investment from a casino company. And SAP is the most valuable company in Germany, but no one really knows what it does — good thing it just announced earnings, and it’s all about FOMO Marketing. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

30 Jan 202020min

“Who’s gonna buy James Bond?” — Casper’s un-unicorning. MGM’s bidders. Bird’s newest acquisition.

“Who’s gonna buy James Bond?” — Casper’s un-unicorning. MGM’s bidders. Bird’s newest acquisition.

Scooter pioneer Bird just acquired a German rival, but it’s a sign the future scooter wars are going to look a lot like today’s delivery wars. Casper’s valuation dropped from over $1B to $744M before its IPO as public investors laugh at the VCs that thought it was a tech company. And MGM is looking to sell itself to Apple, Netflix, or the rest of the “Big 6.” Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

29 Jan 202017min

“WE are a real estate company (not a tech company)” — The Wing loses its big investor. Detroit becomes GM’s electric car HQ. Coronavirus messes with stocks.

“WE are a real estate company (not a tech company)” — The Wing loses its big investor. Detroit becomes GM’s electric car HQ. Coronavirus messes with stocks.

Women’s coworking icon The Wing enjoyed a major investment from fellow coworking pioneer WeWork
 which just sold off that stake. GM’s latest moves in Detroit have turned a shutting down factory into its new capital of electric vehicles. And coronavirus dropped stocks big to start the week, so we’re looking at who got hit the hardest and why. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

28 Jan 202017min

“Eaze is cannabis’ bubblish-moment” — Intel stock reaches 2000 levels. The man who coined “disruption.” Eaze pot delivery has problems.

“Eaze is cannabis’ bubblish-moment” — Intel stock reaches 2000 levels. The man who coined “disruption.” Eaze pot delivery has problems.

The “Seamless of Weed” is Eaze, but it’s having problems growing. Intel’s stock hit its highest point since the first internet boom, so we’re looking at chips on chips on chips.  And Clay Christensen passed away, but his word “disruption” is living on aggressively. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

27 Jan 202016min

“Tinder supports safe sexting” — Google’s camouflaged ads. The Athletic hits $500M. Tinder’s new security launch.

“Tinder supports safe sexting” — Google’s camouflaged ads. The Athletic hits $500M. Tinder’s new security launch.

Tinder is adding new security features for your first date — it’s consistent with a trend that’s defining tech in 2020. Google made a minor tweak to google.com with major implications. And our “Half-icorn of the Day” is The Athletic, the digital sports news company that just snagged a $500M valuation. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

24 Jan 202016min

“Cell-Based Meats disrupting Plant-Based Meats” — Memphis Meats raises $161M. Delta shares $1.6B of profits. GM launches a true robocar.

“Cell-Based Meats disrupting Plant-Based Meats” — Memphis Meats raises $161M. Delta shares $1.6B of profits. GM launches a true robocar.

Delta unveiled the biggest corporate bonus plan ever, so we’re looking at its Return On Investment strategy (Happy flight attendants = Happy fliers). GM unveiled a robocar that reaches Level 5 on the all-mighty (and unofficial) self-driving car measuring stick for self-driving-ness. And startup Memphis Meats snags the biggest ever fundraise for a cell-based meat company — growing chicken thighs in the lab. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

23 Jan 202018min

“Amazon is turning your palmprint into a credit card” — Amazon’s new payment method. Uber’s “name your own price.” PetMed Express’ aging dogs.

“Amazon is turning your palmprint into a credit card” — Amazon’s new payment method. Uber’s “name your own price.” PetMed Express’ aging dogs.

Amazon is pursuing a new feature to sell to retail stores to take on Apple Pay — We’re talking “pay by hand” (and we’re calling it “Amazon Hand”). Uber’s whipping up a “name your own price” idea for drivers so it can prove to regulators it’s just an app, not a ride company. And PetMed Express shares fell 6% even though it’s sitting on top of 2 trends. Also, we’re flying over to London for the Robinhood launch across the pond — you can sign up to attend our live pod recording on Jan 28th or Jan 29th at rbnhd.co/uksnacks. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

22 Jan 202018min

“‘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 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

21 Jan 202017min

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