“GIPHY didn’t get Zuck’d” — McDonald’s post-corona playbook. Luckin’s scalding pivot. Facebook acquires Giphy.
Facebook needs to spice up its messaging game, so it’s splurging $400M to control your gif game: Buying Giphy. McDonald’s whipped up a 59-page playbook on how to reopen its restaurants post COVID-19. ...
18 Maj 202016min
“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.
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.
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.
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.
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 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’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
