The Best One Yet - “Bob Ross would’ve used Canva” — Virgin Galactic surges 16%. Canva hits $6B. Hey vs. Apple.

Virgin Galactic shares popped on word of its 2nd business line: space tourism to the International Space Station. Hey (real name) is trying to fix email forever, but first it’s taking on Apple and its infamous App Tax. And Canva is our “Unicorn of the Day” for hitting $6B while making you look sharp on social media. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Best One Yet - “Apple secret sports division” — Tech’s real sports moves. Clear’s pivot. Carmax’s differentiator.

Twitch is kicking the Streaming Wars up a notch on behalf of its owner, Amazon: It’s going after cable’s live sports (and Apple and Google may follow). Airport icon Clear knows you’re not traveling so it’s pulling off its biggest pivot in a decade. And Carmax now has competition from Vroom and Carvana, so we’re looking at differentiation strategies. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Best One Yet - “No more McLasagna” — McDonald’s menu reduction. Spotify’s latest acquisitions. Carnival’s 1 lifesaver.

Spotify shares surged over 10% on word they signed Kim Kardashian and Batman to exclusive podcasts. McDonald’s slimmed 100 items off its menu, and it’s loving how the slimmer menu strategy feels. And Carnival’s earnings reveal how it’s surviving in a corona-conomy “pause” for the cruise industry. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Best One Yet - “Dieting, but not cutting out milkshakes” — Uber-as-a-Service. Beyond Meat’s Cookout strategy. The (other) Dow’s filthy environmentalism.

Beyond Meat’s early adopters didn’t care about price, but everyone else does. So it’s launched an “affordable” bulk pack to get beyond them. Dow Inc. (not “The Dow”) is okay making filthy materials because it says they make Tesla possible. And Uber is teaming up with the public transportation it’s historically always crushed — we’re calling it UaaS (“Uber-as-a-Service”). Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Best One Yet - “Rent-a-Zombie” — Hertz back from the dead. Apple’s App Store bias. BP’s oil DCF.

You thought Hertz was dead when it went bankrupt last month, but now it’s issuing $500M in new stock — we’re looking at how that’s possible. Apple wants to be both the referee and a player in its App Store, and the implications are huge for the great platforms of tech. And BP thinks its oil is worth $17.5B less than it last told us, so being honest about COVID’s impact on its biz. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Best One Yet - “The only Will Smith stock” — iRobot’s Cadillac vacuum. Shopify + Walmart vs. Amazon. Airbnb’s anti-racism algorithm.

iRobot is the only robot company that’s WFH right now, but we’ve got a bold idea for its next move: Sell yourself. Shopify shares surged on word it is partnering with Walmart for an unprecedented rebel alliance against the Amazon empire. And Airbnb just whipped up “Project Lighthouse” to fix racism on its platform — We think the entire gig economy could use that. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Best One Yet - “Throw cash in the $14B Instacart” — Photoshop pulls a Snapchat. Travel stocks go big/go home. Instacart & Doordash raise funds.

Because you’re doing delivery for everything your body consumes, Instacart and Doordash just raised mega fundraising rounds (sorry, you can’t invest in them yet). Adobe wants to make sure Gen Z uses “Photoshop” as a verb, so it just launched a freaky new photo-filtering app. And travel stocks’ latest plummet has made them 2020’s case study in risk/reward. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Best One Yet - “Why stocks plummeted 7%” — Chewy’s over-eagerness. Zoom’s China drama. The Dow’s 7% drop.

That recovery rally hit a hard Wall Street wall, so we’re looking at why the Dow plummeted 7% for its worst day in months. Chewy is enjoying the current puppy-palooza, but it’s more focused on its anti-Amazon tactic: customer service. And in 1 day we just saw 2 opposite approaches to doing biz in China — Zoom’s way (censor) and a scrappy podcast startup’s way (don’t-censor). Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Best One Yet - “Selling cannabis shovels” — Scotts Miracle-Gro’s green rush. Grubhub gets acquired. Wave virtual concerts.

Scotts Miracle-Gro is enjoying the pimp yo’ lawn life, but we’re more focused on its other green side hustle. Grubhub was supposed to be acquired by Uber, but now it’s ditching for a European lover. And not-quite-Unicorn-of-the-Day Wave snags $30M to make virtual concerts a thing you take seriously. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Best One Yet - “Gen T = Generation Tiktok” — Restoration Hardware doubles-down. IBM’s anti-facial tech. TikTok’s business trifecta.

While you’re buying online, fancy furniture retailer Restoration Hardware is tripling-down on the physical world — it’s launching hotels. IBM is actually abandoning its entire facial recognition division on worries it could become a weapon of racial oppression. And put Millennials and Gen-Z aside for a sec — we just got data on what the little kids are watching (hint, we’re calling them Gen T now). Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.