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š„ Our Best Takeaways of 2023
And the Most Roman, Most G.O.A.T...

This is Nick. This is Jack. And itās pencils down for 2023. So hereās our Top 25 Takeaways of 2023ā¦
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In No Particular Orderā¦
The Chillest Takeaway Yet
ā¤ļø Nike has produced 90 episodes of fitness videos, for Netflixā¦Because when you own habits, you own heartbeats (āNetflixās Nike kissā from 1/3)
The Most HR Takeaway Yet
š„ The outgoing CEO of Leviās biggest regret was not firing more peopleā¦Hire slow, Fire Fast (āLeviās over-firing strategyā from 9/28)
The Mightiest Takeaway Yet
šŖ Google has declared code-red to defeat or destroy ChatGPT, because Monopolies are almighty, but theyāre not immortal (āGoogleās ācode redāā from 1/4)
The Most-NYE-Appropriate Takeaway Yet
šø White Claw saw your spiked seltzer, raised you a vodkaā¦and itās doing both with a simple recipe for success: 1 part novel, 1 part familiar (āWhite Clawās pivot to Vodka Cocktailsā from 3/23)
The Most Hard-Boiled Takeaway Yet
š„ Cal Maine is loving every bit of this egg-flation situation...Supply/Demand giveth, but supply/demand taketh away (āThe Egg-Flation situationā from 3/31)
The Least Lonely Takeaway Yet
šÆāāļø ChatGPT learned how to hear, see, and talk. And iPhone guy is reportedly turning it into a chatpodā¦The Companionship Economy of AI may require more than an iPhone (āChatGPTās physical chatpodā from 9/28)
The Most Potential per Takeaway Yet
āļø The Natural Cycles App and Apple Watch got FDA approval to tell you when youāre fertileā¦Platforms are all about potential (āNatural Cyclesā fertility watchā from 9/20)
The Most Elemental Takeaway Yet
š§āāļø Pixar hoped to break their losing streak with its new movie Elementalā¦How do you break out of a slump? Trust your process (āPixarās missing magicā from 6/20)
The Most Exciting Takeaway Yet
š¬ Lionel Messi was reportedly offered the biggest salary ever (sports or otherwise). But he turned it downā¦because salaries are stable, and equity is exciting (āLionel Messiās soccer equityā from 6/9)
The Most Positive Takeaway Yet
š Maxwell House invented what was thought to be un-inventable: an instant iced latte...itās the 80/20 Rule: 80% of your positive outcomes come from just 20% of the inputs (āHot vs. Cold Coffeeā from 7/31)
The Cheesiest Takeaway Yet
š§ Dominoās dragged all the pizza stocks down with it because of a delivery cheese problemā¦Fees are like Cheese, a fee-based business eventually goes sour (āDominoās delivery problemā from 2/28)
The Gen Z-est Takeaway Yet
š§ Urban Outfittersā clothing rental biz, Nuuly, passed Rent The Runway in customersā¦because a Second Shaker can beat a First Mover (āUrban Outfittersā rental winā from 3/27)
The Most Uncomfortable Takeaway Yet
š Vow grew lab-grown mammoth, for us to eat⦠because to make you comfortable, they started with the uncomfortable (āVowās lab-grown mammoth meatballsā from 3/30)
The Most Extra Takeaway Yet
š„ Chipotle raised prices by 10% over the past year, and enjoyed more customers, not lessā¦Itās Love-flation: Ya love a specific product so much, ya keep paying more (āChipotleās Love-flationā from 4/27)
The Most Roman Takeaway Yet
š AT&T stock is at a 30-year low on a WSJ-led cable investigationā¦Empires fall (āAT&Tās lead empireā from 7/19)
The Most Calculated Takeaway Yet
šShopify is using a meeting cost calculator to show employees the price of a 30-minute meeting ā You canāt manage what you canāt measure (āShopifyās meeting calculatorā from 7/17)
The G.O.A.T. Takeaway
š Trader Joeās unveiled their Product Hall of Fameā¦Great brands have fans, and fans need nurturing (āTrader Joeās Hall of Fameā from 2/6)
The Most Seductive Takeaway Yet
š JP Morgan is in the credit card airport lounge business, with the 1st one in Bostonā¦Never underestimate the seduction of vanity (āChase does Loungesā from 7/24)
The Most Goliath Takeaway Yet
š Amazon, Microsoft, and Meta are ganging up to create a 3rd map appā¦Our tech giants donāt like each other, and thatās a good thing (āBig Techās new map appā from 7/27)
The Most Philosophical Takeaway Yet
šThe āDating Wrappedā TikTok trend dives into datersā dating dataā¦because a life not examined is not a life worth living (āDating Wrappedās love philosophyā from 12/15)
The Takeaway we had to choose
𫵠American Express increased fees and cut perks, leading to record profitsā¦We call it āTINAā: There Is No Alternative (āAmexās chirp vs churnā from 10/23)
The Most Fortunate Takeaway Yet
š Skims became a $4B company headed to IPO in 2024ā¦Because fortune favors the fast (āSkimsā $4B undiesā from 7/20)
The Most Consistent Takeaway Yet
ā”ļø Celsius, the energy drink stock surged 4,000% in 5 yearsā¦An overnight success is 20 years in the making (āCelsiusā lucky surgeā from 10/27)
The Bey Takeaway Yet
š Beyonceās Ivy Park line underperformed for Adidas, but sheās got paid anywayā¦If you like it then you better put some upside on it (āBeyonceās Adidas dramaā from 2/9)
The Takeaway that goes without saying
š Single people are finding love not on dating apps, but through non-dating appsā¦Itās just like our 5th grade English teacher taught us: Itās best to show, not tell (āYelpās accidental dating appā from 11/30)
And one more thing. We decided to try something new this holiday: 5 bonus episodes on 5 unique themes from this year.
š The Food Pod,
š The Fashion Pod,
š The Car Pod,
𤩠The Entertainment Pod.
Pairs perfectly with a loooong holiday trip back home š
āNick & Jack
FYI, the writers of this newsletter own stock of Apple, Google, Microsoft, Chipotle, Disney, and Netflix.

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