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đ„Ź Twinkies PG-13 Strategy
And Netflix isnât chasing Oscars anymore...

Happy Saturday, Besties.
We can barely hold this in so weâre just gonna tell youâŠ
Weâre dropping an exclusive interview with Duolingoâs CEO & Co-Founder, Luis von Ahn â and heâs gonna announce their next big thing right here on TBOY.
How did Duolingo become the 1st education Super App? We got the answer.
What are Duolingoâs best psychological growth hacks? Theyâll mess with your mind (literally).
Whatâs with the Owl mascot? Luis will tell ya the 1st time âit got savage.â
Keep an đïž on your inbox, weâre dropping out favorite parts here, just for you.


đ„Ź Twinkies is Embracing 4/20
Twinkies is doing what Fritos wouldnât dare: Theyâre turning 4/20 â the unofficial weed holiday â into their Super Bowl.
Twinkies is ditching their 106-year-old family friendly vibe, including retiring âTwinkie the Kidâ. In his place? The Munchie Mobile â a food truck handing out free Ho Hos, Ding Dongs, and Twinkies outside dispensaries every day at 4:20 p.m.
Why the buzzed branding move? Because weâre in a Snack-cession. Smuckers (which bought Twinkie-owner Hostess for $4.8B) reported sweet snack sales fell 7% last quarter. The Ozempic Era has us skipping sugary snacks for semaglutide shots.
So Hostess is pulling a 180 and pivoting. If families arenât biting, maybe stoners will.
The Takeaway: Weâre living in the PG-13 Economy.
Thatâs right⊠movies, Twinkies, and the whole economy are connected. PG-13 movies made up 60% of the box office in 2021/2022 â That adolescent rating of not for little kids, but not aggressively adult either. And that shift in the films we consume reflects a broader change across industries: More comfort in being more playful, but not too adult.
So from clean-cut to cannabis-adjacent, Twinkies is chasing relevance one blunt at a time⊠because our economy looks more PG-13 than ever.
đŻ Netflixâs New Dream: Hit $1 Trillion
Thatâs the market cap Netflix is gunning for internally, according to WSJ reporting.
The inventor of streaming is already worth more than the companies that own Disney+, Peacock, HBO Max, and Fox⊠combined. Now itâs telling its staff the plan is to to double revenue, triple profits, and join the Mag 7 (aka the trillion-dollar stock club) â all by 2030.
Because Netflix thinks itâs Recession-Proof⊠Itâs a bold flex during a recession watch, but Netflix isnât flinching. Why? Because the most expensive streamer is relatively cheap entertainment. In an economic downturn, a $20 Netflix sub stays, while $200 dining out and $300 concert tickets go.
So Netflixâs next big growth move to hit $1 Trillion in the stock market? Netflixâs âPassport Planâ â take the winning formula abroad, specifically focused on 2 countries with solid broadband & big populations: India & Brazil đźđł đ§đ·
Film a few local hits â đŹ âš
Dub the rest â đŁïž đ§
Price it right â đž đ
Stream, rinse, repeat â đ đș
Basically, do what itâs already done in the US, France, Germany, and South Korea. But focus on 2 giant countries with nearly 2B combined population.
Takeaway: With each new era, you need a new north star
Netflixâs goal in 2005? Win a âferocious head-to-head battle with Blockbusterâ â
The goal in 2011? Win prestige awards like Emmys and Oscars to earn the respect of Hollywood â
And this new goal reps new era. The Wall Street era. Hit a $1 trillion market cap.

đŻââïž Tell a Bestie:
These are the headlines from our âHeadline Hammerâ of potential stories for the show each morning that we just couldnât fit on the pod:
đŠ Silicon Valley crosswalks now yell in Elonâs voice â welcome to meme traffic.
đșđž Nvidiaâs first US-made AI chips are coming â but itâs still getting hit by the trade war.
đ§Ș Sperm racing startups are booming in LA â the fertility gold rush has begun.
đ⯠Waymo + Uber are rolling out robotaxis in Atlanta this summer â human drivers, who?
đ„ Potatoes are temporarily replacing eggs in your Easter Basket
đïž Trader Joeâs totes resell for $1,500 â forget Birkin, itâs grocery-core.
đ Portillos, Chicagoâs hot dog king plans 900+ new locations nationwide.
Financial Trick Shot
đ± Thinking about upgrading your iPhone right now as tariffs loom, but youâre on the fence? Youâre not alone. Retail spending hit its highest level in 2 years on âPre-Tariff Hoarding.â #TariffsLoomCartsBoom
But hereâs the $$$ trick shot: Jack was eyeing a new iPhone too last week. Instead, he bought a new $50 iPhone case. It's flashy, it's shiny, and it makes his 14 Pro feel brand new.
The Best Idea Yet đ«
đŠ A NASA engineer. A bathroom accident. A billion-dollar water gun.
All of that is in the wild untold origin story of the Super Soaker â the newest episode of our weekly podcast The Best Idea Yet.
Listen to The Best Idea Yet for a weekly deep dive into the products youâre obsessed with.
And one more thing. For the long weekend, Jackâs channeling Jurassic Park â hosting a dino-themed Easter egg hunt in the woods for Wilderâs birthday. Meanwhile, Nickâs debuting his âImpressionist Easter Collectionâ: a curated spread of hand-painted eggs inspired by Monet, Matisse, andâŠmid-century jellybeans (looking for a spot to sell them outside The Met).
Btw, Reeseâs eggs still deserve a Michelin star.
Celebrate the wins âš
â Nick & Jack





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