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- š„ Our Best Takeaways of 2023
š„ Our Best Takeaways of 2023
And the Most Roman, Most G.O.A.Tā¦
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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 eatā¦ 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
š«µ 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,
š¤© 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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