The Best One Yet - 👟 “Fallbirds $1 stock” — Allbirds’ DTC downfall. Lunchables lead crisis. JP Morgan’s credit card signal.

✅ Vote for TBOY to win the “Best Business Podcast” Webby Award: https://vote.webbyawards.com/PublicVoting#/2024/podcasts/shows/business

Allbirds just got Wall Street’s worst warning: “Get your stock price above $1 or get delisted from Nasdaq” — So we’re looking at the great de-horning of our generation’s favorite unicorns.

JPMorgan’s earnings report is our window into your wallet — And that signal shows why 2024 will have higher interest rates, for a longer time than we hoped.

And Lunchables, the $2B lunch brand, is on the federally-subsidized public school lunch menu — But Consumer Reports says it should be off the menu, so we remind Lunchables of the “The 3 A’s of Crisis Management.”

Plus, a dog toy company just launched an airline dogs and their pawrents called “Bark Air” — $6K for NYC-to-LA? Bark twice if you’ve got a better name for this doggy airline carrier.


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The Best One Yet - 🫘 “Decaf is king” — Coffee’s decaf surge. Amazon’s river strategy. Fanatics’ Comic-Con of Sports.

✅ Vote for TBOY to win the “Best Business Podcast” Webby Award: https://vote.webbyawards.com/PublicVoting#/2024/podcasts/shows/business

More Americans than ever are ordering their coffee decaf — Decaffeinated coffee is booming because consumers want drugs without the drugs.

Amazon just said in the annual shareholder letter that the number of Prime Video watchers is 200M as the stock hit an all-time high — Because Amazon’s using “The River Strategy” (unironically).

Fanatics is launching the comic-con of athletics, a “Fanatics Fest” this August in New York City — Tom Brady, Derek Jeter, and Kevin Durant are blending the sports industry with Hollywood.

And office buildings are doing weddings on the weekend.

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The Best One Yet - 🚅 “Magnetic levitation” — Japan’s 300 mph flying supertrain. Momofuku’s trademark crisis. Nutrition Labels for the internet.

Japan’s next-gen bullet train uses “magnetic levitation” to coast 4 inches above the track at 300 mph — Japan’s train megaproject reminds us of America’s Fusion Energy project.

Starting this week, internet companies must display “nutritional facts” for the cost and performance of their internet — The same nutrition labels from your Doritos are about to land on Xfinity.

Momofuku, the legendary noodle brand, owns the trademark on “chili crunch” — But asian restaurant entrepreneurs think copyright feels really a copy-wrong.

Plus, Starbucks just acknowledged that its stores are too loud — So it’s turning down the volume so their baristas can hear you.


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The Best One Yet - 🤾 “$100M Duuuuudes” — Dude Perfect vs Disney. TikTok zucks Instagram. The secret to good corporate acquisitions.

TBOY Hotline Episode 2 is coming… Email us your question at nickandjack@tboypod.com — your business Besties gotcha back. (Subject line: “TBOY HOTLINE”) 


Dude Perfect, the sports stunt influencers, already have a smoothie line, a streaming show, board games, and a theme park — And they just got $100M in Private Equity funding to become the next Disney.

Bain has published secrets to successful corporate acquisitions — Because 20 years ago, 70% of mergers failed… but today, 70% of mergers succeed.

And while TikTok is fighting to not get banned, it’s also secretly launching a new app: Photo-sharing, like the original Instagram app — Because we’ve reached late stage social media.

Plus, Costco’s newest profit puppy? Gold bars — Costco is now selling $200M of physical gold bars every single month #KirklandGoooooold

 Comment end 


 


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✅ Vote for TBOY to win the “Best Business Podcast” Webby Award: https://vote.webbyawards.com/PublicVoting#/2024/podcasts/shows/business



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The Best One Yet - 🥞 “Less drinking, less eating” — 24-hour restaurants decline. America’s $109B Chip-vestment. Waymo’s self-driving UberEats.

The number of 24-Hour Restaurants is down 18% since the pandemic — Zillennials no/low-alcohol Dry Wave has ripple effects that are taking down the 24/7 diner.

Samsung and TSMC are investing $109B into Texas and Arizona to build Made in the USA computer chips — Nothing gets an economy going like an arms race. 

Google and Uber just partnered on self-driving food delivery — Waymo robo-taxis delivering dumplings changes the math on self-driving car.

And the new status symbol among schoolchildren? Pencils. It’s part of the “Analog Renaissance.” But we want to know: Pencils or Pens. What’s your scribe? Vote at tboypod on instagram


Want to watch our self-driving robotaxi episode: https://www.youtube.com/watch?v=CFVA4NWHjYM


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The Best One Yet - 🐶 “The Bluey Economy” — Bluey’s $2B aussie dog cartoon. Grindr’s queer super app. Sweetgreen’s robo-salad surge.

✅ Vote for TBOY to win the “Best Business Podcast” Webby Award: https://vote.webbyawards.com/PublicVoting#/2024/podcasts/shows/business


The #2-most streamed TV show in America? It’s “Bluey”, the Australian cartoon about a lovely dog family — The franchise is now worth $2B because the media industry because kids content is the most valuable content in streaming.

Sweetgreen’s stock has surged 130% so far in 2024 after opening up its 2nd automated salad store — Launching one was provocative, but launching two was proof.

Grindr is transforming into a LGBTQ super app — Grindr’s expanding into travel and health, because dating apps are in search of a long-term relationship business model.

🌚And are you wearing special glasses for the eclipse? Because if you are (and you should), we found the family-owned small business in Tennessee that manufactured the majority of them.


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The Best One Yet - 👴🏻 “Prettttttty good pod” — Larry David’s comedic Curb strategy. Apple’s R2D2 home robot. Levi’s baggy jeans era.

✅ Vote for TBOY to win the “Best Business Podcast” Webby Award: https://vote.webbyawards.com/PublicVoting#/2024/podcasts/shows/business


Apple reportedly just found its “next big thing”: A mobile robot for the home — Apple’s next iPhone could be iR2D2.

Larry David’s Curb Your Enthusiasm ends this Sunday with the final episode (whether Susie likes it or not) — So we whipped up 3 work lessons from Larry’s laboratory of creativity.

Levi’s jumped 15% after Beyonce name-checked the brand in her biggest album yet — And the new fit isn’t loose fit jeans… it’s Baggy Daddys.

Plus, the NC State men’s basketball team defied 1-in-23,512 odds to get to the final four. We explain just how unlikely that with other wildly rare events. 


Trung Phan’s newsletter: https://trungtphan.com/subscribe/ 


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The Best One Yet - 🐭 “Mouse Trap” — Disney’s epic shareholder vote. Billie Eilish’s anti-AI letter. Amazon’s Just-Walk-Out shutdown.

Disney’s Shareholder Day included an epic vote to determine the future of the company — CEO Bob Iger prevailed, but the activist investor won too. 

Billie Eilish, Nikki Minaj, Pearl Jam, and 200 other artists wrote an open letter asking tech platforms to cease using AI to steal their work — But can the tech genie be put back in the bottle?

And Amazon’s most ambitious new technology was supposed to be “Just Walk Out” — But now they’re shutting that business down, because it was more trick than magic.

Plus, new work data should that Thursday is the new Friday (literally). 


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The Best One Yet - 🛠️ “There’s power in plumbing” — Gen Z’s blue collar work. Tesla’s worst quarter yet. Google’s incognito deception.

Vote for TBOY to win the Webby Awards: https://vote.webbyawards.com/PublicVoting#/2024/podcasts/shows/business


Gen Z’s newest passion isn’t TikTok, it’s plumbing and other skilled trade jobs — Gen Z is leading a blue collar job surge, because AI can’t fix a clogged toilet.

Google just admitting that Chrome’s “Incognito Mode” for searching the web privately actually isn’t private at all — And we know it all thanks to a lawsuit, the truth serum of business.

And Tesla just suffered its worst quarter yet, with car sales falling 9% — But we’ve got the solution for Tesla’s “Elon Problem”.


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The Best One Yet - 🍟 “$20/hour McPayDay” — California’s bottom-up economics. Netflix’s ski resort. Sports betting’s worst week yet.

California now has the highest minimum wage law in the country at $20/hour for fast food workers — We call it “The McPayDay”, and it’s a test of the economic concept: “Bottom-Up Economics.”

Netflix Co-Founder Reed Hastings acquired Powder Mountain, a ski resort in Utah — It will be part private club, part open to the public. Because Post-Pandemic America loves clubs.

And the sports betting industry just had its worst week yet after 3 pro scandals — So we think sports betting needs to learn from the stock market… sports betting needs to learn from insider trading.

Plus, 63% of restaurants are officially “too loud”. Do you think music at restaurants should be louder or quieter?: Vote Here.

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