“It’s like an invisible smart fridge” — Snowflake’s broken IPO. Facebook’s Ray-Ban deal. NextEra’s renewable monopoly.
Snowflake’s business is kind of boring, but their IPO reveals everything that’s 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
“Wonder Woman snitches on Mulan” — Disney’s secret numbers. Goldman’s build-vs-buy. Amazon’s suburban dream.
We still don’t have the numbers on Disney’s experiment sending Mulan direct-to-living-rooms instead of theaters – but we still figured out it was probably a failure. Goldman Sachs acquired a startup t...
17 Sep 202017min
“No Watch? No weights.” — Apple’s Fitness+ unveil. Opendoor’s home-flipping SPAC. Carnival’s $1B life jacket.
We’ll be honest with you, Snackers — the big Apple event was kinda boring… except for a brand new fitness club they just unveiled for Club Apple. “Unicorn of the Day” Opendoor is going public via SPAC...
16 Sep 202018min
“TikTok refuses to sell TikTok” — Oracle’s TikTok-uisition. Pepsi’s dream drink. Delta’s frequent flyer fundrais
The winner of the TikTok sweepstakes is officially oracle — even though they’re technically not buying it. Pepsi whipped up a drink to help you fall asleep because it’s part of the beverage trend of 2...
15 Sep 202018min
“Zuck Zucks Facebook” — American Eagle vs. Aerie. Phase 3 COVID vaccines. Facebook’s newest social network.
American Eagle’s stock jumped 4% because it’s less ath, more leisure. AstraZeneca and the other pharma companies are entering a key moment: Phase 3 trials for the COVID vaccine. And Facebook’s newest ...
14 Sep 202017min
“The official (BLANK) of the NFL” — Postmates’ football deal. Martha Stewart’s CBD. Restoration Hardware’s fanci-ness.
Postmates knows more Americans might be watching the NFL this season than ever before, so it became the official delivery app. Martha Stewart has a cult of followers, and Canopy wants them CBD-ing. An...
11 Sep 202017min
“Ghosted at the $16B wedding” — Louis Vuitton breaks up with Tiffany’s. Google’s Chromebooks kid strategy. Slack’s schlep moment.
That multi-billion dollar merger between Tiffany and luxury legend LVMH just got called off, but we’re questioning the excuse. Google’s Chromebooks are the back-to-school item getting snatched up by s...
10 Sep 202016min
“The tech stock white whale” — Softbank’s big Nasdaq money. Nikola surges 40% on GM investment. Boeing’s business class dreams
Tesla-challenger Nikola just saw its stock jump 40% because it’s marrying an older, wealthier life partner: GM. Just a year after jacking up private tech valuations, turns out Softbank is doing the sa...
9 Sep 202017min
