Ranked #1
“Madonna, but for podcasts” — Spotify’s $100M Joe Rogan exclusive. Walmart’s essentiality cape. Moderna’s vaccine bet.
“Madonna, but for podcasts” — Spotify’s $100M Joe Rogan exclusive. Walmart’s essentiality cape. Moderna’s vaccine bet.
The biggest podcast in the world just went exclusive with Spotify, making it the biggest punch yet in the battle for you... Read more
20 May 2020
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18mins
Ranked #2
“J. Crew returns itself” — Quibi’s real life drama. Berkshire Hathaway’s 1st public mistake. J. Crew’s bankruptcy style.
“J. Crew returns itself” — Quibi’s real life drama. Berkshire Hathaway’s 1st public mistake. J. Crew’s bankruptcy style.
Berkshire Hathaway’s annual shareholder day featured Warren Buffett pounding a 6-pack of coca-cola, and then admitting 1... Read more
5 May 2020
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19mins
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Ranked #3
“To milk dip or not to milk dip” — Oreos’ secret squad. Map app madness. Stocking stimulus.
“To milk dip or not to milk dip” — Oreos’ secret squad. Map app madness. Stocking stimulus.
We’re looking at the strategy behind Oreos’ double-stuffed Lady Gaga Halloween limited edition Oreo. Amazon whipped up a... Read more
18 Dec 2020
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19mins
Ranked #4
“Tinder supports safe sexting” — Google’s camouflaged ads. The Athletic hits $500M. Tinder’s new security launch.
“Tinder supports safe sexting” — Google’s camouflaged ads. The Athletic hits $500M. Tinder’s new security launch.
Tinder is adding new security features for your first date — it’s consistent with a trend that’s defining tech in 2020. ... Read more
24 Jan 2020
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16mins
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Ranked #5
“They Macchiato’d a sugarplum” — Dunkin’s experiential thing. Microsoft’s eSports binge. Boeing’s stunt marketing.
“They Macchiato’d a sugarplum” — Dunkin’s experiential thing. Microsoft’s eSports binge. Boeing’s stunt marketing.
Dunkin’ whipped up a color-changing drink and it’s the opposite of every other food chain’s strategy right now. Microsof... Read more
4 Dec 2020
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17mins
Ranked #6
Peloton gets no love for its Personal Record, Wag wants to sell itself, and Match expands international (hard) with respect
Peloton gets no love for its Personal Record, Wag wants to sell itself, and Match expands international (hard) with respect
Match Group shares dropped because it’s not as ambitious about the upcoming holidays as investors wanted — so we looked ... Read more
6 Nov 2019
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17mins
Ranked #7
“Elon goes full Kanye” – Tesla’s surprise profit/outburst. Microsoft’s Zoom killer. Figma’s $2B app blueprints.
“Elon goes full Kanye” – Tesla’s surprise profit/outburst. Microsoft’s Zoom killer. Figma’s $2B app blueprints.
Tesla’s profit surprise got overshadowed by Elon’s anti-everything rant, so we’re comparing him to Zuck. Microsoft’s sal... Read more
1 May 2020
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18mins
Ranked #8
“Canal Street of the Internet” — Wish’s public desire. A Wonder Woman Christmas. Affirm’s overdependent IPO.
“Canal Street of the Internet” — Wish’s public desire. A Wonder Woman Christmas. Affirm’s overdependent IPO.
Circle the calendar (again) for December 25th: It’s the new Streaming-palooza, courtesy of Wonder Woman and HBO. Wish is... Read more
23 Nov 2020
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18mins
Ranked #9
“Non-Return of the Return” — Ecommerce *ends returns. Roku’s $100M Quibi reincarnation. Cardtronics’ ATM frenemy.
“Non-Return of the Return” — Ecommerce *ends returns. Roku’s $100M Quibi reincarnation. Cardtronics’ ATM frenemy.
We’re facing a milestone in the shift to ecommerce: Ecommerce companies don’t want your returns anymore (just keep the s... Read more
12 Jan 2021
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19mins
Ranked #10
Tesla’s 3 big surprises, Zuck’s crypto day with Congress, and Six Flags... is actually 6 different flags
Tesla’s 3 big surprises, Zuck’s crypto day with Congress, and Six Flags... is actually 6 different flags
Tesla popped after an earnings report with 3 big surprises (including a profit). Six Flags makes almost half its money f... Read more
24 Oct 2019
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16mins
Ranked #11
“Pop collars, pop stocks” — Abercrombie’s dirty secret. The Dow’s thirty-thow. Toast’s $8B steak knife.
“Pop collars, pop stocks” — Abercrombie’s dirty secret. The Dow’s thirty-thow. Toast’s $8B steak knife.
Just in time for our last pod of the holiday week, the Dow hit 30K on word of a new Treasury Secretary’s signature. We j... Read more
25 Nov 2020
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17mins
Ranked #12
Amazon’s “Era of Less Profitability,” Twitter’s midlife ad crisis, and Barclays’ ATM drama
Amazon’s “Era of Less Profitability,” Twitter’s midlife ad crisis, and Barclays’ ATM drama
Shares of Amazon dropped 7% on word 1-day shipping is really, really costly. Twitter plummeted 21% on its midlife ad cri... Read more
25 Oct 2019
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16mins
Ranked #13
The Spirit Airline-ification of cars — Pandora’s talking ads — and the Phase I trade deal
The Spirit Airline-ification of cars — Pandora’s talking ads — and the Phase I trade deal
V-commerce — aka “voice commerce” has new momentum after online radio Pandora tests ads that let you talk back. Car pric... Read more
16 Dec 2019
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16mins
Ranked #14
“These delivery apps are like mafia families” - Grubhub, Spotify, and Tough Mudder
“These delivery apps are like mafia families” - Grubhub, Spotify, and Tough Mudder
We’re testing out a new title format, Snackers. Grubhub shares jumped 13% on news it’s trying to sell itself. Spotify’s ... Read more
9 Jan 2020
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18mins
Ranked #15
“Facebook fact-checkers vs. 4.75B posts per day” — DoorDash’s not First-Mover Advantage. SoundCloud’s desperate $75M. Facebook’s hires Reuters.
“Facebook fact-checkers vs. 4.75B posts per day” — DoorDash’s not First-Mover Advantage. SoundCloud’s desperate $75M. Facebook’s hires Reuters.
Facebook has added a new addition to its army of information regulators for the election year, but we’re looking at thei... Read more
13 Feb 2020
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18mins
Ranked #16
Adidas closing US “Speedfactory,” Bumble & Walgreens’ private equity love, and Apple’s potentially iPhone-less AR future
Adidas closing US “Speedfactory,” Bumble & Walgreens’ private equity love, and Apple’s potentially iPhone-less AR future
Adidas tried to update its manufacturing with a fancy new “speedfactory,” but now it’s relocating them out of the US and... Read more
12 Nov 2019
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15mins
Ranked #17
“2 stock Double Doubles” — DoorDash & Airbnb’s IPOs. Starbucks’ Return of the Routine. AT&T’s $66B mistake.
“2 stock Double Doubles” — DoorDash & Airbnb’s IPOs. Starbucks’ Return of the Routine. AT&T’s $66B mistake.
The 2 biggest IPOs of the last 2 years highlight 3 reasons we’re seeing so many companies go public right now. Starbucks... Read more
11 Dec 2020
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19mins
Ranked #18
“Needed more Lizzo juice” — Snapchat launches TikTok+. Reebok’s $4B fail. Warner Music’s muted money.
“Needed more Lizzo juice” — Snapchat launches TikTok+. Reebok’s $4B fail. Warner Music’s muted money.
In the biggest social media launch of 2020, Snapchat zucked TikTok… but kicked things up nine notches (you’re not a view... Read more
24 Nov 2020
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17mins
Ranked #19
“Why Tesla is like a young avocado tree” — Visa’s swipe tax. BP’s empire. Tesla’s Elon-sanity.
“Why Tesla is like a young avocado tree” — Visa’s swipe tax. BP’s empire. Tesla’s Elon-sanity.
Snackers want to know why Tesla stock has surged a freakish 60% in the last week, and the answer lies in avocado trees a... Read more
5 Feb 2020
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20mins
Ranked #20
"1 app to rule them all" — Google zucks Venmo. TJ Maxx's final treasure hunt. GM's in-car-surance.
"1 app to rule them all" — Google zucks Venmo. TJ Maxx's final treasure hunt. GM's in-car-surance.
Google’s new finance app is straight up Venmo, with all privacy perks you expect from Google. TJ Maxx is 100% focused on... Read more
20 Nov 2020
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17mins
