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Discussions
Why America’s most profitable airline won’t take Elon’s Wi-Fi
Delta told Starlink no while its best flyers spend $50,000 a year, AI's cure for consultants is 1,000 consultants, and Buffett is buying builders paying…
Oct 15
•
Category Pirates 🏴☠️
5
1
35:23
Marketing engineer is the hot new job title. Only 173 people have started it.
A $1.8 billion startup is betting on a job only 173 people started, brands throw raves and print zero ROI, and a Chinese Range Rover look-alike at half…
Oct 8
•
Category Pirates 🏴☠️
8
1
1
46:14
Amazon blocked Meta Muse. Meta's stock went up $146 billion.
Amazon locked out Meta's new AI shopper and Meta gained $146 billion, Jensen Huang answered AI doom with a safety fence 100 companies joined, and 1 in…
Oct 1
•
Category Pirates 🏴☠️
10
41:05
Jersey Mike's is worth $7.5 billion and 2% of its customers are Gen Z
Jersey Mike's wants 15,000 stores from a customer base that's 2% Gen Z, a $1.2 billion San Francisco mall is selling for $130 million, and young people…
Sep 29
•
Category Pirates 🏴☠️
8
2
34:24
James Dyson built a $499 toothbrush and has no idea how many he'll sell
James Dyson priced a toothbrush at $499 with no market data, Tesla's stock fell 6% the week its robotaxi miles hit a million, and a group chat took…
Sep 22
•
Category Pirates 🏴☠️
9
1
1
35:47
Apple is seven years late to foldables and takes 44% of the money
Apple's $1,999 folding iPhone lands in a category that is shrinking, Salesforce's best AI defense is renting Anthropic, and Nike deleted its categories…
Sep 15
•
Category Pirates 🏴☠️
13
1
1
42:36
Dolly told Elvis no. It was worth $10 million.
A tribute to Dolly Parton, a $399 robot duck, and $100 billion in tariff refunds.
Sep 8
•
Category Pirates 🏴☠️
11
38:15
Meta agreed to pay $18 billion for what its apps did to teenagers.
Meta's final $5.3 billion only pays if its rivals sign too, Nvidia out-earned twelve of America's biggest companies combined, and the best AI return…
Sep 1
•
Category Pirates 🏴☠️
4
1
38:39
The Lakers sold for $12.5 billion in 72 hours
The Lakers went from $10 billion to $12.5 billion without ever being for sale, one in five self-published ebooks on Amazon is written by AI, and a…
Aug 29
•
Category Pirates 🏴☠️
9
2
1
42:24
WSJ celebrated Burger King’s 8.5% growth, but doesn’t get BK’s Category Design is still broken.
Burger King's best quarter cost franchisees $20,000 a store, Reddit trust now runs $4,500 a month, and mascots take three years to produce an ROI.
Aug 25
•
Category Pirates 🏴☠️
10
2
39:42
Zuckerberg is spending $600 billion to buy the one thing that was never for sale
Zuck wants AI free and is spending billions to do it, LinkedIn's slop detectors flag humans at 60%, and wine is dying on the ground and booming in the…
Aug 18
•
Category Pirates 🏴☠️
17
3
1
41:37
Chili's is up 500% since 2022 betting on basic tech
Chili's ran up 500% on iPads and Wi-Fi while its CIO killed the robot servers, a 3 year old company hit a $13 billion valuation putting batteries in…
Aug 11
8
1
36:44
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