Amazon knocks off Allbirds — Target’s shipping nirvana — PayPal buys $4B of Honey
Allbirds’ CEO noticed that Amazon’s been knocking off its go-to shoes — Amazon calls them “equivalents,” we call them “knock-offs”. Target is enjoying shipping nirvana and shares are up 91% this year ...
25 Nov 201917min
*Live* at Spotify - Part I: How we build this (every day)
Spotify invited us to their NYC offices to record a live podcast — it’s a podcast about podcasts for our podcast listening Snackers. We introduce to the Snackers how we got into podcasting, how we bui...
22 Nov 201920min
Victoria’s Secret needs a new CEO, Chobani launches Oat (milk), and TJ Maxx vs. Urban Outfitters
Victoria’s Secret still has its 83 year old CEO despite (another) rough quarter — So we whipped up a gameplan for them to get less out of touch with millennials. Greek yogurt legend Chobani just intro...
21 Nov 201917min
Warby Parker launches its 2nd product, Microsoft vs. Slack (Microsoft is winning), and Home Depot’s DIY website problems
Warby Parker is the OG disrupter, cutting out the middle man of retail — now it’s launching its 2nd everproduct line: “Scout” contacts. Microsoft was threatened by Slack, so it launched a rival/knocko...
20 Nov 201914min
Kylie Jenner’s makeup exit, Ford’s Mustang e-SUV, and FedEx’s tax-cut-apalooza
Coty cosmetics realized it was probably easier to just acquire 51% of Kylie Jenner’s beauty brand than compete (so it did). Ford unveiled its Mustang-looking electric SUV that’s not just a compliance ...
19 Nov 201916min
Warren Buffett bets on Restoration Hardware, Pinterest is too nice, and Peloton follows Tesla’s playbook
Fancy home goods chain Restoration Hardware jumped 8% after an investment by Warren Buffett’s Berkshire Hathaway… and it’s totally not Warren’s style investment. Pinterest is such a nice social media ...
18 Nov 201915min
Canada’s shocking cannabis oversupply, Tesla’s 1st-mover e-advantage, and 1Password’s one password rules them all
Canopy Growth is the most valuable cannabis company, but the price of cannabis it sold last quarter dropped by 27% because Canada’s got an oversupply problem. Daimler and Ford just announced big inves...
15 Nov 201915min
Google’s checking account, Nike’s breakup with Amazon, and Convoy is our “Unicorn of the Day”
Google plans to launch a checking account, another sign that Big Tech wants to understand your daily spending. Nike decided it no longer wants to sell on Amazon, probably thanks to its new CEO (who is...
14 Nov 201915min
