🚘 “I own a Waymo” — Toyota’s self-driving deal. Domino’s pizza paradox. The Year-Round Horror Economy.
The Best One Yet1 Maj 2025

🚘 “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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“🎱Baby Yoda’s baby daddy just retired” — Disney’s CEO quits. Shake Shack is behind. Amazon’s 2nd software profit puppy.

“🎱Baby Yoda’s baby daddy just retired” — Disney’s CEO quits. Shake Shack is behind. Amazon’s 2nd software profit puppy.

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26 Feb 202018min

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25 Feb 202016min

“We have to talk about ‘cult stocks’” — Plug Power’s stock jump. Lyft’s ad-cquisition. Equinox’s coworking/bikes.

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Equinox snagged a fresh round of funding to push the luxe gym chain into coworking and at-home spinning bikes. Plug Power shares have popped because it’s become a “cult stock”. And Lyft’s latest acqui...

24 Feb 202018min

“We didn’t sell salads to sell salads” — Domino’s pizza domination. Victoria’s Secret ghosts. Morgan Stanley’s E*Trade trade.

“We didn’t sell salads to sell salads” — Domino’s pizza domination. Victoria’s Secret ghosts. Morgan Stanley’s E*Trade trade.

Domino’s shares popped 26% because it’s got a uniquely DIY approach to delivery apps. Victoria’s Secret split from its L Brands parent, but turns out it’s worth just $1.1B. And Morgan Stanley buys up ...

21 Feb 202016min

“Garmin finds you when iPhone can’t” — Alphabet kills an “Other Bet.” Toast hits $4.9B. Garmin’s GPS pop.

“Garmin finds you when iPhone can’t” — Alphabet kills an “Other Bet.” Toast hits $4.9B. Garmin’s GPS pop.

We’ve got a new era over at Google on word that its parent, Alphabet, has put its wind energy bet to sleep. Our “Unicorn of the Day” is Toast, which hit a $4.9B valuation as it tries to do everything ...

20 Feb 202018min

“We found an Innovation Vampire” — Walmart’s Jet black shutdown. Molson Coors spiked seltzer. Uber/Lyft’s “rideshare” lie.

“We found an Innovation Vampire” — Walmart’s Jet black shutdown. Molson Coors spiked seltzer. Uber/Lyft’s “rideshare” lie.

Walmart’s earnings report wasn’t anything special, but we think it’s latest moves to buy up startups, suck out their innovation, and then spit out the remains is. A report on the impact of Uber and Ly...

19 Feb 202016min

“It’s like Ben & Jerry’s going dairy-free” — Delta’s carbon neutrality. Headspace’s $93M fundraise. Canopy Growth’s rebound.

“It’s like Ben & Jerry’s going dairy-free” — Delta’s carbon neutrality. Headspace’s $93M fundraise. Canopy Growth’s rebound.

The 3 major marijuana producers have had a tough year, but Canopy Growth’s latest earnings powered pot stocks up thanks to price per kilo. Delta announced plans to go fully carbon neutral by 2030 — ho...

18 Feb 202017min

“Cloud computing is the new oil” — Kraft-Heinz 70% stock drop. Tesla’s “buy low, sell high”. Microsoft vs. Amazon.

“Cloud computing is the new oil” — Kraft-Heinz 70% stock drop. Tesla’s “buy low, sell high”. Microsoft vs. Amazon.

Fresh after Tesla shares hit their all-time high, the company has a surprise: It’s selling 2.6M fresh shares to raise $2B in fresh cash. Kraft Heinz shares fell 8% after the 150-year-old pantry icon s...

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