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š„¬ Twinkies PG-13 Strategy
And Netflix isnāt chasing Oscars anymore...

Happy Saturday, Besties.
We can barely hold this in so weāre just gonna tell youā¦
Weāre dropping an exclusive interview with Duolingoās CEO & Co-Founder, Luis von Ahn ā and heās 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 Duolingoās best psychological growth hacks? Theyāll mess with your mind (literally).
Whatās with the Owl mascot? Luis will tell ya the 1st time āit got savage.ā
Keep an šļø on your inbox, weāre dropping out favorite parts here, just for you.


š„¬ Twinkies is Embracing 4/20
Twinkies is doing what Fritos wouldnāt dare: Theyāre turning 4/20 ā the unofficial weed holiday ā into their Super Bowl.
Twinkies is ditching their 106-year-old family friendly vibe, including retiring āTwinkie the Kidā. In his place? The Munchie Mobile ā 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 weāre 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 arenāt biting, maybe stoners will.
The Takeaway: Weāre living in the PG-13 Economy.
Thatās right⦠movies, Twinkies, and the whole economy are connected. PG-13 movies made up 60% of the box office in 2021/2022 ā 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.
šÆ Netflixās New Dream: Hit $1 Trillion
Thatās 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 itās telling its staff the plan is to to double revenue, triple profits, and join the Mag 7 (aka the trillion-dollar stock club) ā all by 2030.
Because Netflix thinks itās Recession-Proof⦠Itās a bold flex during a recession watch, but Netflix isnāt 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 Netflixās next big growth move to hit $1 Trillion in the stock market? Netflixās āPassport Planā ā take the winning formula abroad, specifically focused on 2 countries with solid broadband & big populations: India & Brazil š®š³ š§š·
Film a few local hits ā š¬ āØ
Dub the rest ā š£ļø š§
Price it right ā šø š
Stream, rinse, repeat ā š šŗ
Basically, do what itās 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
Netflixās goal in 2005? Win a āferocious head-to-head battle with Blockbusterā ā
The goal in 2011? Win prestige awards like Emmys and Oscars to earn the respect of Hollywood ā
And this new goal reps new era. The Wall Street era. Hit a $1 trillion market cap.

šÆāāļø Tell a Bestie:
These are the headlines from our āHeadline Hammerā of potential stories for the show each morning that we just couldnāt fit on the pod:
š¦ Silicon Valley crosswalks now yell in Elonās voice ā welcome to meme traffic.
šŗšø Nvidiaās first US-made AI chips are coming ā but itās still getting hit by the trade war.
š§Ŗ Sperm racing startups are booming in LA ā the fertility gold rush has begun.
šāÆ Waymo + Uber are rolling out robotaxis in Atlanta this summer ā human drivers, who?
š„ Potatoes are temporarily replacing eggs in your Easter Basket
šļø Trader Joeās totes resell for $1,500 ā forget Birkin, itās grocery-core.
š Portillos, Chicagoās hot dog king plans 900+ new locations nationwide.
Financial Trick Shot
š± Thinking about upgrading your iPhone right now as tariffs loom, but youāre on the fence? Youāre not alone. Retail spending hit its highest level in 2 years on āPre-Tariff Hoarding.ā #TariffsLoomCartsBoom
But hereās 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 š«
š¦ 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 ā 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 youāre obsessed with.
And one more thing. For the long weekend, Jackās channeling Jurassic Park ā hosting a dino-themed Easter egg hunt in the woods for Wilderās birthday. Meanwhile, Nickās debuting his āImpressionist Easter Collectionā: a curated spread of hand-painted eggs inspired by Monet, Matisse, andā¦mid-century jellybeans (looking for a spot to sell them outside The Met).
Btw, Reeseās eggs still deserve a Michelin star.
Celebrate the wins āØ
ā Nick & Jack


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