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Apr 2025
27m 32s

Bezos-Backed $20K EV Truck Unveiled & Sh...

Morning Brew
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Yesterday
Anthropic’s White House Feud Heats Up & Dirty Sodas Take Over America
Episode 796: Neal and Toby dive into the drama intensifying between Anthropic and the White House as the AI company sues the Trump administration after calling Anthropic a ‘supply chain risk.’ Then, why oil is so tied to the economy. Meanwhile, the Chevy Bolt is back and its loya ... Show More
28m 58s
Mar 9
Oil Prices Soar Past $100 & Workers Are Flocking to ‘AI Man Camps’
Episode 795: Neal and Toby talk about the oil price crisis deepening as more Gulf producers slow their output. Then, the Feb jobs report showed a widespread and unexpected downturn in the labor market. For our weekend winners, an authorized photo shoot of Goldman Sachs junior ban ... Show More
27m 48s
Mar 6
America is Going Founder Mode & Can Robinhood’s Platinum Card Take Down Amex?
Episode 794: Neal and Kyle chat about the booming business of entrepreneurship that has swept across the US as workers are finding themselves vulnerable to AI-caused layoffs. Plus, a preview of the jobs report for February. Also, Robinhood introduces a new platinum card to compet ... Show More
27m 55s
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Poppi & Olipop’s rival sodas are the biggest drama in biz… because of $25K vending machines.Texas gets its 2nd new stock exchange in a year… The New York Stock Exchange is goin’ South-By-Southwest.Netflix is looking into launching podcasts… because there’s nothing hotter than a h ... Show More
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🚛 “Sloppy Soundtracks” — Spotify’s AI purge. NFL’s 3 huge sales. Starbucks’ McDonald moment. + Anthropologie’s $1K rock.
Starbucks is decaffeinating itself, closing 400 stores… but there’s hope for Starbs at McDonald’s.3 NFL teams just sold at record prices... They sold to Private Equity, but what about fan shares?Spotify deleted 75M AI songs, while AI slop is slowing your work day… Welcome to the ... Show More
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Aug 2025
🎤 “$TBOY Update” — Our 1st-ever earnings presentation, we share our strategy, metrics, and do a Q&A
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Aug 2025
🤓 “Ivy League-ish” — Harvard’s profit puppy. eBay’s all-time-high. Trickle Down AI-nomics. IBO = Initial Baby Offering.
Harvard’s biggest profit puppy? Executive Education… They’re stretching the Crimson to earn some cash.eBay stock is (shockingly) at an all-time high… Because eBay now tracks “enthusiasm” as an official metric.Microsoft is spending $120 billion this year on AI servers… with that $ ... Show More
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Jun 2025
🙅 “Cancel Your Internship” — Top-Paid Internships. Momofuku’s Chef-to-Shelf Strategy. Why Stocks hit ATHs.
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🌮 “From TACO to BURRITO” — Trump’s next trade war trade. Jimmy Butler’s super coffee. Target’s influencer turnaround.
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Jun 2025
🧢 “To Dad, Love A.I.” – Fathers’ D’AI. Gucci’s Ozempic perfume. Big Concrete’s IPO.
America’s biggest cement business just went public… because commodities don’t exist.Perfume sales are surging right now… Because of dudes, college, and Ozempic? Father’s Day revealed how much we all use AI… And the culprit is Microsoft.Plus, the hottest new fashion trend is Jorts ... Show More
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Jul 2024
🧙 “Cyclops are Hot” — “Romantasy'' is driving book sales. NBA should go Inter-continental. Etsy human-touch rule.
“Romantasy” (romance + fantasy) delivered books their first year of sales growth in 3 years.The NBA’s new TV deal is worth $76B over 11-years… now we think it should got inter-continental with 2 expansion teams.Etsy just announced a major turnaround plan… “Keeping Commerce Human” ... Show More
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Jun 2024
🍻 “0.0% Takeover” — Athletic buys Ballast Point facility. Car Dealerships’ ransom-hack. American Tourists save the PIGS.
Ballast Point's San Diego brewery was just purchased… by the biggest Non-Alc Beer: Athletic.Europe’s economy is being powered by American tourists… It’s the revenge of the “P.I.G.S.”One ransom attack has made it impossible to buy or fix a car… so we’re calling Liam Neeson.Plus, t ... Show More
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👟 “Dad Shoe Destiny” — New Balance’s renaissance. Ulta’s Warren Buffett win. Sports Betting vs. Stock Investing.
New Balance just passed Under Armour in sales… because of its Dad Shoe pivot.Warren Buffett’s newest investment? $260M in Ulta Beauty… because Ulta changed how ya buy makeup.A wild new study breaks down a big new tradeoff… Every $1 in sports betting is $1 not invested.Plus, only ... Show More
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