Nike CEO Eyes AI Data Centers After Allbirds Surge
POV: The CEO of Nike — which is down 28% YTD — calling an emergency meeting with his C-Suite after seeing Allbirds pump +600% and demanding that the fitness giant pivots into AI data centres, leveraging Oregon’s abundance of hydropower. https://t.co/KoDO6xzvHh
Short Breaks Between Virtual Meetings Significantly Lower Stress
In 2021, Microsoft actually did a brain study on how virtual meetings fried your brain. It strapped EEG caps on people and had them sit through meetings. Main finding (shocker) is doing multiple meetings in a row spiked stress level…but a...
Ray Dalio Helped Spawn Chicken McNuggets via Futures
Reminder that Ray Dalio is partially responsible for the creation of McDonald’s Chicken McNugget by convincing poultry farmers to buy corn and soybean futures. Here’s what he told Freakonomics podcast: https://t.co/n1aOKNNQOl
Disneyland Vacation Now Eats Up Entire Vacation Budget
In past 5 years, price for top Disneyland day pass up 2x to $224. About 1/2 of guests also pay $30+ per person for Lightning Lane passes. Cost for family of 4 for 4 days in park is now ~$4,500 (vs....
NASA Finds Humor Key for Mars Mission Crews
NASA ran a study on a potential trip to Mars and found the most important trait for team dynamics was humor https://t.co/tB3gQlKZPL
Bieber Halts Coachella Set To
still can’t believe Bieber paused his Coachella set to walk through his near and long-term projection for various commodity prices including WTI/Brent, helium and gold https://t.co/x22ztnRNNR
Google Backs Immersive Eyewear Brand Gentle Monster's Retail Revolution
Big fan of Google’s $100m investment in Gentle Monster to do smart glsses. Been to a few of its stores and layouts are slick. The South Korean lux eyewear brand does ~$600m a year. Retail setups have dope sculptures and 3D...
Bieber's Coachella Show Nets Nearly $10 Million Profit
Justin Bieber just put on the most profitable Coachella performance in history: $10,000,000 (performance fee) - $1,699 (Macbook Pro) - $239 (Apple Care) - $16 (YouTube Premium) - $10 (Amazon Basic HDMI cable) —————————— $9,998,036 (profit) https://t.co/Byrtv8NdMU
Earth: A Fragile Lifeboat, We’re All Crew
Christina Koch’s reflection on Artemis II crew: “When we saw tiny Earth…what struck me wasn’t necessarily just Earth. It was all the blackness around it. Earth was just this lifeboat hanging undisturbingly in the universe…Planet Earth. You are a crew.” https://t.co/ck2ZZjj1ZC
Ajinomoto: Undervalued Monopoly Powering AI Chip Infrastructure
In February, activist fund Palliser Capital took a stake in Japanese toilet maker Toto and pushed it to expand a ceramics line used in semiconductors. Palliser is back. Says Japanese MSG maker Ajinomoto is “most undermonetized AI infrastructure monopoly” because: ▫️in...
Ohtani's $125M Sponsorships Eclipse Salary, Join Legends
I wrote about Shohei Ohtani's sponsorship deals. Recently went to Tokyo and couldn't walk a block without seeing his face. In 2026, he'll make $125m on sponsorships (vs. $2m salary), reaching endorsement heights only seen by Tiger, Roger and MJ: ...
Astronauts Blend Awe, Tech Glitches, and Bathroom Jokes
Top 3 quotes from Artemis II mission: ▫️ “In all of this emptiness — this whole bunch of nothing we call the universe — you have this oasis [of earth], this beautiful place that we get to exist in together."...
Outlook PM Celebrates Artemis II Crew's Safe Earth Return
the PM for Microsoft Outlook seeing that Artemis II crew succesfully made it back to earth https://t.co/E3JEawI3Dh
Claude Outshines Microsoft’s 75‑plus Copilot Tools
somehow, Microsoft has 75+ products or tools with the “Copilot” name and none of them work as well as Claude for Excel, Powerpoint and — now — Word https://t.co/S6VCxm5tmJ
Amazon's Growth Lies in Physical Retail and On-Prem IT
Read Andy Jassy’s annual letter and these are two valid bull cases for Amazon: > 80% of retail is still in physical stores > 85% of IT spend is still on-prem https://t.co/MREb97tYrY
