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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
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Category Pirates 🏴☠️
2
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
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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
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Category Pirates 🏴☠️
8
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
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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
Google's free cash flow went negative for the first time. Does it matter with $242 billion in cash?
Cloud just out-grew Search in absolute dollars. A $10 billion law firm's architect is building the thing that shrinks it. And a 12x return proves…
Aug 4
8
1
38:16
Niching Down on Weird Data with AI Solves Ice Cream, Movies and Power Bottlenecks
China owns 90% global battery cells and America's answer fits on a truck, a LA ice cream shop covers 43% of its rent betting $20 a day on weather and…
Jul 28
7
1
34:04
Count your blessings and your burdens when it comes to data centers, price increases and careers
The category you work in matters more than the company or role. Plus: New York banned data centers while Idaho landed a $15 billion Micron fab, and why…
Jul 21
10
1
36:34
Micron just put $250 million into a million kids' accounts and made charity obsolete.
Micron turned a million kids into S&P 500 shareholders and called it philanthropy, the World Cup's real payday isn't the $17 billion everyone's fighting…
Jul 14
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Category Pirates 🏴☠️
7
2
1
36:57
BREAKING NEWS: A car with eight cameras just claimed the word "privacy."
Tesla's 216-page report claims privacy for a car with eight cameras, writes the cleanest climate scoreboard of the year, and builds an airbag that fires…
Jul 11
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Category Pirates 🏴☠️
9
32:24
Why Microsoft is Moving Into a Lower Margin Business?
Microsoft spent $2.5 billion to enter an analog, hard to scale business, SpaceX is entering a $740 billion cell market with no phone, and Europe is…
Jul 7
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Category Pirates 🏴☠️
7
1
1
36:55
State Farm just asked 19,000 agents to take up to a 40% pay cut. Progressive took its crown without a single one.
State Farm cut 19,000 agents to chase a rival with none, P&G is charging double to disrupt the aisle it already owns, and Singapore's housing fix added…
Jun 30
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Category Pirates 🏴☠️
14
3
1
39:00
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