“Facebook fact-checkers vs. 4.75B posts per day” — DoorDash’s not First-Mover Advantage. SoundCloud’s desperate $75M. Facebook’s hires Reuters.
Facebook has added a new addition to its army of information regulators for the election year, but we’re looking at their odds (spoiler: not great odds). SoundCloud snags a fresh $75M in funding from ...
13 Feb 202018min
“Starbucks wants to pick you up at the airport” — Sprint/T-Mobile gets approved. Samsung’s flip phone. Starbucks’ airport deal.
Sprint surged nearly 80% on word its T-Mobile merger is good to go (because Sprint was basically a dead wireless man walking). Samsung whipped up a foldable new phone that you should definitely care a...
12 Feb 202018min
“Burger King is jealous of Popeye’s fried chicken-palooza” — Brandless shuts down. Coronavirus’ lenders. Popeye’s power earnings.
Restaurant Brands International happens to own both Burger King and Popeye’s, but it was Popeye’s chicken-powered quarter that’s getting all the attention. Softbank-backed nearly-unicorn Brandless is ...
11 Feb 202019min
“Warner Music is Venture Capital for musicians” — Uber’s profit shocker. Ericsson/Nokia 5G awkwardness. Warner Music’s IPO.
Warner Music filed to IPO because streaming saved the music industry. Uber shares surged 10% before the weekend on word it’s actually planning to become profitable by the end of this year (*depends ho...
10 Feb 202019min
“Dunkin’ stealthily went fancy” — WWE’s XFL problem. Twitter’s record surge. Dunkin’s premium coffee strategy.
Dunkin’ announced earnings, but we’re focused on the subtle hints that it’s transforming into a fancy coffee chain. World Wrestling Entertainment stock dropped 9% and we’re blaming the XFL situation. ...
7 Feb 202018min
“By that math, Instagram is worth $150B” — Chipotle’s Taco Bell-ification. Instagram owns Facebook. Spotify’s acquires the Ringer
Turns out Spotify just made (another) acquisition in the podcast space because it’s trying to build a “gated garden.” Instagram’s numbers leaked and we finally learned how it stacks up to YouTube. And...
6 Feb 202017min
“Why Tesla is like a young avocado tree” — Visa’s swipe tax. BP’s empire. Tesla’s Elon-sanity.
Snackers want to know why Tesla stock has surged a freakish 60% in the last week, and the answer lies in avocado trees and orange groves. Visa is already Earth’s biggest payment processor, but now it’...
5 Feb 202020min
“YouTube sells more ads than ABC/NBC/FOX… combined” — Harry’s razors acquisition gets sued. Coronavirus-benefiting companies. Alphabet’s YouTube surprise.
Alphabet’s stock fell 5% after its earnings report, but the real highlight was YouTube — the company disclosed financial info for the first time. Harry’s razors was supposed to be acquired by Schick’s...
4 Feb 202018min
