
âThou art fit and properâ â Uberâs London trip. Rokuâs home theaterization. ShipBobâs anti-Amazon Alliance.
Uber stock jumped 3% on a ruling in London that we think begins Uberâs new era. Roku is thinking 6-months ahead about your entertainment needs, so itâs turning your streaming TV into a streaming movie...
29 Sep 202015min

âAmazonâs $250 aerial Rottweilerâ â Amazonâs home security drone. Vail Resortsâ snow report. Squareâs Cash App-titude.
Vail Resortsâ is fighting climate change long term, but could surprisingly thrive this COVID ski season. Squareâs stock jumped 12% last week because Cash Appâs network effects arenât getting enough lo...
28 Sep 202015min

âAir Force 1 is 38 years oldâ â Nikeâs sneaker moment. Spotifyâs Hollywood repackage. ChargePointâs electric shovel.
Shares of Nike popped 10% thanks to its retro sneakers, which are still the profit puppy. Spotify wants to repackage its podcast audio content into movies/TV. And ChargePoint plans to go public since ...
25 Sep 202017min

âElonâs 3 year hypeâ â Teslaâs un-Tesla Battery Day. GoodRXâs IPO prescription. General Millsâ innovation renovation.
Elon announced⊠big goals at Teslaâs Battery Day. And Teslaâs stock dropped because we didnât see the Elon we were expecting. GoodRX shares popped 53% on IPO day because itâs the expedia.com of prescr...
24 Sep 202018min

âWe already have a bunch of Quibisâ â Quibiâs (potential) sale. Amazon Zucks Peloton? Big Bank money laundering drama.
After raising nearly $2B to enter the Streaming Wars, Quibi may be the first victim of it. Echelon creates low-cost Peloton knockoffs. And it claims itâs partnered with Amazon to Zuck Peloton now. And...
23 Sep 202018min

âNikola & Theranos. Different companies, same accusations.â â Nikolaâs 19% drop. Chimeâs $14.5B swipe. BJâs Costco-fication.
Nikola is kind of like Teslaâs stunt double, and its founder just resigned amid accusations of investor deception (CC Elizabeth Holmes). BJâs is the cinderella story of the Warehouse Wars after its st...
22 Sep 202017min

âLiam Neeson got TikTakenâ â TikTok (isnât) banned. InFarmâs vertical farms on aisle 3. AT&Tâs ad test.
Soooo TikTok downloads are banned as of last night⊠but thereâs a difference between the headline you saw Friday and the headline that shouldâve been written. InFarm snagged $170M to make vertical far...
21 Sep 202016min

âItâs like an invisible smart fridgeâ â Snowflakeâs broken IPO. Facebookâs Ray-Ban deal. NextEraâs renewable monopoly.
Snowflakeâs business is kind of boring, but their IPO reveals everything thatâs wrong with IPOs right now. Facebook is whipping up a Zuck-free Ray-Ban partnership to win Wearables. And NextEra is now ...
18 Sep 202017min






















