👞👞👞 “You own 3.6 pairs of Birks” — Birkenstock’s IPO day. Roku’s MoneyBall strategy. The most generous billionaire ever.

👞👞👞 “You own 3.6 pairs of Birks” — Birkens...

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⭐ “DC LIVE Show” — Cava’s secret club. Gen Z’s Mall-renaissance. F-35’s main character jet. +CIA’s spy investors

Live… from Washington… it’s The Best One Yet!We performed live at DC’s wild Arlington Drafthouse. Some extra razzle dazzle & sprinkle dinkle — but our usual daily Takeaways you know & love.#1. Despite a Slop Bowl Recession, Cava’s crushing Sweetgreen… And just launched a secret i ...  Show more

🍰“AI’s 5-Layer Cake” — Nvidia’s epic explainer. LEGO’s verb’ing. Nio’s battery-swap cars. +End of Athleisure

Lego had its best year ever, launching 2 new sets every day… Thanks to a lesson from sports.Nvidia’s Jensen Huang wrote his first blog post in 6 years… to explain AI is like a 5-layer cake.China’s Nio is out-innovating Tesla… because it doesn’t charge batteries, it swaps ‘em.Plus ...  Show more

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