🚘 “I own a Waymo” — Toyota’s self-driving deal. Domino’s pizza paradox. The Year-Round Horror Economy.

🚘 “I own a Waymo” — Toyota’s self-driving deal. Domino’s pizza paradox. The Year-Round Horror Economy.

Pizza explains the Trade War
 Delivery pizza is tariff-proof, but frozen pizza is recession-proof.

Waymo just partnered with Toyota for personal self-driving cars
 It’s the new robo-chauffeur.

Today is half-way to Halloween
 but “horror” has become a year-round industry.

Plus, instead of “can 100 men beat 1 gorilla,” we’re asking “can 100 men out-earn 1 gorilla?”


$DPZ $YUM $GOOG


Want more business storytelling from us? Check out the latest episode of our new weekly deepdive show: The untold origin story of
 the Starbucks Frappuccino đŸ„€


Subscribe to The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinks to listen.


“The Best Idea Yet”: The untold origin stories of the products you’re obsessed with — From the McDonald’s Happy Meal to Birkenstock’s sandal to Nintendo’s Susper Mario Brothers to Sriracha. New 45-minute episodes drop weekly.



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 The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinks

Episodes drop weekly. It’s The Best Idea Yet.


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Avsnitt(1626)

“Work-leisurewear, by Lululemon” — Smile Direct Club’s cavity. Sleeper’s fantasy sports fix. Lululemon’s nirvana COVID moment

“Work-leisurewear, by Lululemon” — Smile Direct Club’s cavity. Sleeper’s fantasy sports fix. Lululemon’s nirvana COVID moment

Data from Lululemon shows it’s uniquely found balance in the coronaconomy for extremely specific reasons. Smile Direct Club should be the Peloton of oral care, but it simply hasn’t been. And Sleeper i...

15 Maj 202018min

“Work From Work (still a thing)” — $43M for Pizza-nomics. Google’s 12-mile-high wifi. Commercial Real Estate’s WFW problem.

“Work From Work (still a thing)” — $43M for Pizza-nomics. Google’s 12-mile-high wifi. Commercial Real Estate’s WFW problem.

Google’s secret Loon project just graduated to deliver wifi via balloon globally (and we’re thinking it’s a potential rare double-profit-puppy). Pizza ordering platform Slice is doing the opposite of ...

14 Maj 202017min

“Twitter goes Work-From-Home
Forever” — Uber Eats acquirin’ Grubhub. Vroom’s ecommerce car IPO. Twitter’s WFH megatrend.

“Twitter goes Work-From-Home
Forever” — Uber Eats acquirin’ Grubhub. Vroom’s ecommerce car IPO. Twitter’s WFH megatrend.

New work update from Twitter: You don’t have to come back. Ever. Grubhub stock jumped over 30% on word Uber Eats wants to buy it, calling a Delivery Wars mafia truce. And Vroom is our “Unicorn of the ...

13 Maj 202017min

“Bitcoin’s ‘Halvening’ just halvened” — Tesla vs. California. Amazon’s movie theater interest. Bitcoin’s Halvening.

“Bitcoin’s ‘Halvening’ just halvened” — Tesla vs. California. Amazon’s movie theater interest. Bitcoin’s Halvening.

After a year of just chilling, Bitcoin is back and demanding your attention with a once-every-four-years event: “The Halvening.” Elon threatened to move his car company outta Silicon Valley, so we’re ...

12 Maj 202016min

“How to lose a $2.9B guy in 90 days” — Uber acts like McConaughey. Tinder’s corona-conomy DTR. The worst jobs report ever.

“How to lose a $2.9B guy in 90 days” — Uber acts like McConaughey. Tinder’s corona-conomy DTR. The worst jobs report ever.

Uber stock rose 18% last week despite an earnings report soaked in blood. Match’s earnings reveal how Tinder has fallen behind, but it’s trying to make it up to everyone with video chat and trivia. An...

11 Maj 202016min

“Peloton, you’re probably too late” — Costco’s worst-in-a-decade. Nintendo’s game drought. Peloton pops another 16%.

“Peloton, you’re probably too late” — Costco’s worst-in-a-decade. Nintendo’s game drought. Peloton pops another 16%.

Peloton is now worth twice as much as Planet Fitness, so we’re looking at the leading indicators that revealed how that could happen. Costco suffered its first sales drop in 11 years and it’s about to...

8 Maj 202017min

“Disney+ > Canada” — Beyond Meat democratizes itself. Pinterest is pre-commerce. Disney’s just too big.

“Disney+ > Canada” — Beyond Meat democratizes itself. Pinterest is pre-commerce. Disney’s just too big.

Disney’s so big that its latest earnings report is a microcosm of the entire corona-conomy. Beyond Meat’s goods are so expensive, it just made a profit — but probably shouldn’t have. And we’re looking...

7 Maj 202016min

“A stock surge recipe” — Uber drops Lime’s valuation 79%. NBC vs. Streaming’s Achilles heel. Wayfair’s stay-at-home wins.

“A stock surge recipe” — Uber drops Lime’s valuation 79%. NBC vs. Streaming’s Achilles heel. Wayfair’s stay-at-home wins.

Uber splurges $170M into Lime — Uber got the better end of the deal as Lime is desperate. Every streaming company is its own species in the Streaming Wars, but NBC may have just solved one of the indu...

6 Maj 202016min

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