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šŸ”„ Our Best Takeaways of 2023

And the Most Roman, Most G.O.A.Tā€¦

This is Nick. This is Jack. And itā€™s pencils down for 2023. So hereā€™s our Top 25 Takeaways of 2023ā€¦

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 In No Particular Orderā€¦

  1. The Chillest Takeaway Yet

ā¤ļø Nike has produced 90 episodes of fitness videos, for Netflixā€¦Because when you own habits, you own heartbeats (ā€œNetflixā€™s Nike kissā€ from 1/3)

  1. The Most HR Takeaway Yet

šŸ”„ The outgoing CEO of Leviā€™s biggest regret was not firing more peopleā€¦Hire slow, Fire Fast (ā€œLeviā€™s over-firing strategyā€ from 9/28)

  1. The Mightiest Takeaway Yet

šŸ’Ŗ Google has declared code-red to defeat or destroy ChatGPT, because Monopolies are almighty, but theyā€™re not immortal (ā€œGoogleā€™s ā€˜code redā€™ā€ from 1/4)

  1. The Most-NYE-Appropriate Takeaway Yet

šŸø White Claw saw your spiked seltzer, raised you a vodkaā€¦and itā€™s doing both with a simple recipe for success: 1 part novel, 1 part familiar (ā€œWhite Clawā€™s pivot to Vodka Cocktailsā€ from 3/23)

  1. The Most Hard-Boiled Takeaway Yet

šŸ„š Cal Maine is loving every bit of this egg-flation situation...Supply/Demand giveth, but supply/demand taketh away  (ā€œThe Egg-Flation situationā€ from 3/31)

  1. The Least Lonely Takeaway Yet

šŸ‘Æā€ā™€ļø 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 (ā€œChatGPTā€™s physical chatpodā€ from 9/28)

  1. The Most Potential per Takeaway Yet

āŒšļø The Natural Cycles App and Apple Watch got FDA approval to tell you when youā€™re fertileā€¦Platforms are all about potential (ā€œNatural Cyclesā€™ fertility watchā€ from 9/20)

  1. The Most Elemental Takeaway Yet

šŸ§šā€ā™€ļø Pixar hoped to break their losing streak with its new movie Elementalā€¦How do you break out of a slump? Trust your process (ā€œPixarā€™s missing magicā€ from 6/20)

  1. The Most Exciting Takeaway Yet

šŸ˜¬ 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 (ā€œLionel Messiā€™s soccer equityā€ from 6/9)

  1. The Most Positive Takeaway Yet

šŸ“ˆ Maxwell House invented what was thought to be un-inventable: an instant iced latte...itā€™s the 80/20 Rule: 80% of your positive outcomes come from just 20% of the inputs (ā€œHot vs. Cold Coffeeā€ from 7/31)

  1. The Cheesiest Takeaway Yet

 šŸ§€ Dominoā€™s 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 (ā€œDominoā€™s delivery problemā€ from 2/28)

  1. The Gen Z-est Takeaway Yet

šŸ§‚ Urban Outfittersā€™ clothing rental biz, Nuuly, passed Rent The Runway in customersā€¦because a Second Shaker can beat a First Mover (ā€œUrban Outfittersā€™ rental winā€ from 3/27)

  1. The Most Uncomfortable Takeaway Yet

šŸ– Vow grew lab-grown mammoth, for us to eatā€¦ because to make you comfortable, they started with the uncomfortable (ā€œVowā€™s lab-grown mammoth meatballsā€ from 3/30) 

  1.  The Most Extra Takeaway Yet

šŸ„‘ Chipotle raised prices by 10% over the past year, and enjoyed more customers, not lessā€¦Itā€™s Love-flation: Ya love a specific product so much, ya keep paying more (ā€œChipotleā€™s Love-flationā€ from 4/27)

  1. The Most Roman Takeaway Yet

šŸ‘‘ AT&T stock is at a 30-year low on a WSJ-led cable investigationā€¦Empires fall (ā€œAT&Tā€™s lead empireā€ from 7/19)

  1.  The Most Calculated Takeaway Yet

šŸ“Shopify is using a meeting cost calculator to show employees the price of a 30-minute meeting ā€” You canā€™t manage what you canā€™t measure (ā€œShopifyā€™s meeting calculatorā€ from 7/17)

  1. The G.O.A.T. Takeaway

šŸ Trader Joeā€™s unveiled their Product Hall of Fameā€¦Great brands have fans, and fans need nurturing (ā€œTrader Joeā€™s Hall of Fameā€ from 2/6)

  1. The Most Seductive Takeaway Yet

šŸ’‹ JP Morgan is in the credit card airport lounge business, with the 1st one in Bostonā€¦Never underestimate the seduction of vanity (ā€œChase does Loungesā€ from 7/24)

  1. The Most Goliath Takeaway Yet

šŸ‘‘ Amazon, Microsoft, and Meta are ganging up to create a 3rd map appā€¦Our tech giants donā€™t like each other, and thatā€™s a good thing (ā€œBig Techā€™s new map appā€ from 7/27)

  1. The Most Philosophical Takeaway Yet

 šŸ”ŽThe ā€œDating Wrappedā€ TikTok trend dives into datersā€™ dating dataā€¦because a life not examined is not a life worth living (ā€œDating Wrappedā€™s love philosophyā€ from 12/15)

  1. The Takeaway we had to choose

šŸ«µ American Express increased fees and cut perks, leading to record profitsā€¦We call it ā€œTINAā€: There Is No Alternative (ā€œAmexā€™s chirp vs churnā€ from 10/23) 

  1.  The Most Fortunate Takeaway Yet

šŸ† Skims became a $4B company headed to IPO in 2024ā€¦Because fortune favors the fast (ā€œSkimsā€™ $4B undiesā€ from 7/20) 

  1. The Most Consistent Takeaway Yet

āš”ļø Celsius, the energy drink stock surged 4,000% in 5 yearsā€¦An overnight success is 20 years in the making (ā€œCelsiusā€™ lucky surgeā€ from 10/27) 

  1.  The Bey Takeaway Yet

šŸ Beyonceā€™s Ivy Park line underperformed for Adidas, but sheā€™s got paid anywayā€¦If you like it then you better put some upside on it (ā€œBeyonceā€™s Adidas dramaā€ from 2/9)

  1. The Takeaway that goes without saying

šŸ™Š Single people are finding love not on dating apps, but through non-dating appsā€¦Itā€™s just like our 5th grade English teacher taught us: Itā€™s best to show, not tell (ā€œYelpā€™s 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.

Pairs perfectly with a loooong holiday trip back home šŸ‘Œ

ā€”Nick & Jack

FYI, the writers of this newsletter own stock of Apple, Google, Microsoft, Chipotle, Disney, and Netflix.

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