“The power is in the plumbing” — Visa cancels Plaid. GM Teslafies itself. KB Homes’ backlog secret.

“The power is in the plumbing” — Visa cancels...

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🛡️ “War-folios” — Iran market reaction. Dutch Bros’ energy. Anthropic’s moral marketing. + Fitbit for farting

Oil’s up, airlines are down, and so is Chipotle… We look at how War in Iran hits everything markets.Dutch Bros is now the #3 coffee chain… but it’s actually an energy drink chain in disguise.Anthropic vs. The Pentagon vs. OpenAI… Can morals become marketing?Plus, the next cutting ...  Show more

💉 “Corporate Botox” — Block’s 40% layoff. Netflix’s wedding crashed. Coach Handbags’ anthropologist. +Burger King’s AI

Jack Dorsey is replacing 40% of Block’s employees with AI… and the Wall Street reward was huge. Coach is selling 3 million Gen Z women its $350 handbag… thanks to an anthropologist.Wedding Crashers explains how Netflix losing Warner Bros to Paramount… is actually a win.Plus, Burg ...  Show more

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