The Best One Yet

Airbnb’s banned indoor security cameras from airbnbs worldwide (good for guests, bad for creeps) — But it reveals the Platform Paradox: It’s hard to make both guests and hosts happy. LEGO only announces earnings once per year — Turns out 2023 was the worst year for toys in 15 years, so LEGO is leaning on Harry Potter obscurity. And the White House just revealed a plan to ignite the housing market...

🗽TBOY Live NYC 🍎— Tickets on sale Thursdays here: https://citywinery.com/new-york-city/events/tboy-pod-cs3z0i It’s the 4th birthday of Covid, so we’re looking at all the way’s the economy’s changed — Cruises are up, Zoom is down, and you live 2x as far from work. Just before Panera does another IPO (Initial Public Offering), the sandwich chain is loosening their food standards — Because IPOs are...

There is 1 product that has defied inflation more than any other: The Banana — Bananas have remained the most affordable fruit in America for 3 reasons, and 1 of them is turning brown (literally). TikTok’s worst week ever: Congress is voting on whether to force TikTok to split from China — But the surprise on the ballot this election year may be Gen Z TikTokers. And the percentage of women working...

Since we all lose an hour of sleep during Daylight Savings this weekend, we whipped up a special podcast to help you fall asleep: We read the first shareholder letter from Amazon’s 1997 annual report. Of all the corporate reports out there, this one is fascinating — Jeff Bezos illustrates the master plan that he would spend the next 25 years executing on. But it’s still a corporate report, so you’...

JKBX is letting retail investors own a piece of their favorite songs, like Beyonce’s “Halo” — Because the SEC just approved Wall Street’s publicly-traded jukebox. Rivian just unveiled a compact electric SUV, the R2, and surprised us with the R3 and R3X as well  — Because the future of electric cars depends on creating “The DINK-Mobile.” And Walmart just launched what we call “Early Bird Super...

Elon Musk and Sam Altman were once the low-key bromance of tech — But now they’re in a brutal legal fight over OpenAI and the future of artificial intelligence. Foot Locker’s in love with Nike: 60% of its sales are of things with a swoosh – But Foot Locker’s stock fell 30% yesterday because Nike’s just not that into you. And restaurants just revealed the 1 type of table they hate the most: Party o...

Dune: Part 2 just brought in $182M at the box office on opening weekend, but the winner was IMAX — Because regular theaters are in trouble, premium theaters ain’t. Whole Foods Market its 1st ever Bodega — Because the idea can be right even if the execution is wrong. And while tech companies continue layoffs, 1 company is hiring: The Government — We call it FedTech… and to hire up, they’re paying u...

CEOs of Meta, Disney, and Microsoft attended the wedding of Asia’s richest family: The Ambani’s — Behind it all is Reliance Industries, India’s biggest company. Apple was just fined $2B by the European Union for anti-competitive drama with Spotify — The shocker? The App Store in question is the only part of Apple that’s growing. And Iowa’s basketball star Caitlin Clark has set the all-time scoring...

From the backseat of a Waymo self-driving cab in San Francisco, we’ll make you an expert on the entire self-driving car industry. As our robot drives us around the City with mics in-hand, we cover the past, present, and future of robotaxis — and the technology, the business model, and the shockingly vast impact. From the controversies caused by Uber, Cruise, and Tesla to the huge gains to humankin...

Subscribe at tboypod.com/newsletter to get The Best Newsletter Yet. Jeff Bezos, Microsoft, Nvidia, and OpenAI all just invested in FigureAI, whose humanoid robots can do manual labor — The key isn’t the human-like bodies, it’s the AI brains. Following its worst year ever, Budweiser managed to avoid a worker strike — And it reveals one of our favorite lessons on negotiation. And Oiishi has invented...

Bitcoin surged past $60K to its highest point in 2 years — We think it’s a FOMO rally, which can quickly become a NOMO drop. Beyond Meat stock popped 30% on a surprise new customer: Europeans – Because Europeans have a better taste for sustainability than Americans do. And Teledoc, the owner of BetterHelp, just announced bummer news for investors: It’s “well-penetrated” — A small announcement like...

Inspired by Uber, Wendy’s is adding digital billboards to all locations by 2025 so it can bring Surge Pricing to fast food — How much does a burger cost? Depends on the time of day. Kroger and Albertsons were about to merge in the biggest deal in grocery history, but the government just sued to block it — Because this year’s election will be decided in the grocery aisle. And after 10 years of deve...

Ikea’s got its own malls now, and is adding a branded coworking space to them — Ikea just launched a rival to WeWork because coworking isn’t a product, it’s a feature. The #3 coffee chain in America? It’s Dutch Bros — The Broistas at Dutch Bros are catching up to Starbucks by obsessing over the drive-thru. And Warren Buffett just wrote his annual letter to shareholders — It reminded us of Warren’s...

5 countries have landed on the moon, now 1 company has: Intuitive Machines — Nasa was barely involved, because sometimes to grow, you have to let go.  Pork demand is down in America for the last 20 years, because Chicken is taking over — The real problem? “The Other White Meat” marketing campaign. Reddit was one of the first social media companies, but will be the last to IPO — But the b...

Need advice? Got a question? Write-in to get it featured on our new podcast series: “TBOY Hotline” — Email: nickandjack@tboypod.com Subject line: TBOY Hotline.  We just got the results on the biggest 4-day workweek experiment ever… the results were huge — But the biggest challenge to the 4-day workweek is the same as your Middle School dance. Nike just made the biggest mistake in sports fashi...

American Airlines increased their checked bag fee by 33%, but economics shows they should do the opposite — Airlines should kill overhead compartments… kill the carryon. Liquid Death is selling the space on their boxes as an ad to Coinbase – It’s a “tiny billboard” and it’s the dumbest idea you can think of (and that’s the point). Nvidia just announced that revenues nearly quadrupled last quarter...

Capital One is acquiring Discover Card for $35B, the biggest acquisition of the year — Because credit cards are still a fashion accessory. Wawa, the Philadelphia-based convenience store, is expanding nationwide — But Wawa’s secret to success isn’t the hoagies, it’s the bathrooms. And OpenAI launched Sora, their text-to-video AI product that creates Hollywood-style video in seconds — But like nucle...

Girl Scout Cookies are on pace for their first ever billion-dollar year — So we’re breaking down the economics of every box of Samoas. Robinhood just announced a profit and the stock has surged 60% since November — Because Venture Capitalists reward risk, but Wall Street rewards boring. And Greece found a clever way to capitalize on tourism: IPO the Athens International Airport — You can now own s...

The Prenup Pop: The hot new wedding trend among Millennials is Prenuptial Agreements — Prenups are up 15%, so it’s time to redefine the Prenup. Tinder’s earnings revealed that despite inflation, we’re paying for premium dating app features — Because the most important investment of your life? It’s your life partner. McDonald’s removed salads from its menu, but that business decision is a lesson fo...

There’s record low snow, but Vail Resorts is still enjoying record high revenue — And it’s all thanks to a pricing strategy from Heidi Klum: “You’re either in or you’re out.” Lyft’s just made the most expensive typo ever — The stock surged 67% on a $3B typo, so we jumped into the history of Wall Street typos. Walmart is reportedly trying to acquire Vizio TVs for $2B — Because Big Tech’s next battl...

Daters are choosing Linkedin over Tinder and other dating apps — Because historically, Americans have found their future spouse at work. During the Super Bowl, Beyonce announced her new album Act II, dropping March 29th, and her musical pivot to country — Because country music is now a growth industry. And Australia is passing a law on “The Right to Disconnect” — If your boss sends you an email at...

Sony just made the biggest purchase in music history, Michael Jackson’s music collection for $1.2B — Because they separated the art from the artist. The Super Bowl winner wasn’t Kansas City, it was Dunkin’ Donuts — Because Super Bowl commercials aren’t 30 seconds long, they’re 30 days. And over the weekend, one of Google’s self-driving Waymo robotaxis was set on fire — And that reminds us of the s...

Fortnite, the world’s biggest video game, just got a whopping $1.5B investment from Disney — Because when it comes to innovation, evolution is easier than creation. Build-A-Bear newest teddy bears are laughably for 18+ — It shows the power of the “Velvet Rope Effect.” And America’s newest bestie? It’s Mexico — China has been replaced by Mexico as our top trading partner, so we’re going to break do...

The stadium hosting the Super Bowl has 1,400 toilets and urinals — But those drains aren’t for your bladder, they’re for your wallet. McDonald’s CEO was forced to address the viral $18 Big Mac combo meal — That $18 Big Mac is both an economic story… and a psychology story. And the stock of Arm computer chips surged 50% yesterday — Because it’s the William Shakespeare of chips. $MCD $ARM $SPY Subsc...

With a record number of Americans turning 65 this year, we have to talk about “PINKs” (= “Passive Income, No Kids”) — PINKs are the new top demo in America (sorry, DINKs) Chipotle stock reached an all-time-high and is worth more than Mercedes, Marriott, or PayPal — but it’s all thanks to Chipotle’s hero metric: The throughput. And three TV companies are merging their sports networks to create the...