🌮 “Choco Taco 2.0” — Salt & Straw’s Taco Bell collab. Electric Cars’ last call. Interview with Friend AI’s CEO. +AOL RIP
The founder of Friend joins the pod for an interview… And announces he’s making a Friend AI movie.Taco Bell and Salt & Straw resurrected the Choco Taco… It’s a new playbook for collabs.Electric cars s...
3 Okt 202533min
🏴 “Bank It Like Beckham” — David Beckham’s biz empire. Dirty Soda’s surge. McKinsey’s CEO secret. +Co-CEO Olsen Twins.
Swig started the Dirty Soda trend that’s taking over America… and now it’s overtaking alcohol.David Beckham’s financials leaked… He makes more $$$ today than as a star soccer player.McKinsey breeds mo...
2 Okt 202522min
🐶 “Cute > Compute” — DoorDash’s delivery bot. Etsy’s ChatGPT website-killer. America’s 15th Shutdown. +Ford Poetry.
DoorDash’s 1st food delivery robot has as a strategic feature… Cuteness.Etsy stock jumped 16% on a shopping deal with ChatGPT… but AI agents are also a website-killer.The impact of the Government Shut...
1 Okt 202521min
🎩 “Boardwalk McEmpire” — McDonald’s Monopoly psychology. Friend AI’s viral subway ad. EA’s Saudi Sale. +The Best Idea Yet nomination.
Vote for The Best Idea Yet to win “Best Business Podcast”: https://vote.signalaward.com/PublicVoting#/2025/shows/genre/businessMcDonald’s Monopoly is back after 10 years… It broke the rules of marke...
30 Sep 202522min
🥃 “Negroni Hotel” — Death & Co’s hotel chain. Costco’s 9am DINK hour. Apple acquires Intel? +Ad-supported Toilet Paper
Death & Co. started the craft cocktail movement… and now it’s becoming a hotel chain.Apple’s surprise Made in America power move?... Buy Intel (the whole company).Costco opened 1 hour early for execut...
29 Sep 202521min
🚛 “Sloppy Soundtracks” — Spotify’s AI purge. NFL’s 3 huge sales. Starbucks’ McDonald moment. + Anthropologie’s $1K rock.
Starbucks is decaffeinating itself, closing 400 stores… but there’s hope for Starbs at McDonald’s.3 NFL teams just sold at record prices... They sold to Private Equity, but what about fan shares?Spoti...
26 Sep 202522min
🛵 “Who is Mamadou?” — Uber’s perfect delivery guy. Nvidia’s OpenAI circularity. Exec Assistants-for-All. +Sorority $$$ Surge.
Who is Mamadou?... The 5.0 perfect delivery mystery is Uber’s big marketing opportunity.Nvidia paid OpenAI $100B, so that OpenAI can pay Nvidia $100B?... It’s circular financing.The new flex at work? ...
25 Sep 202522min
🍣 “Capitalism Roll” — Sushi’s US surge. Oura’s $11B Ring. Oklo’s nuclear Trump speech. +Ben Stiller soda.
Sushi is surging in America, specifically grocery store sushi… because convenience is king.Oura just hit a $11B valuation selling their tech rings… and it’s thanks to women and soldiers.Oklo stock has...
24 Sep 202522min
