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🄬 Twinkies PG-13 Strategy

And Netflix isn’t chasing Oscars anymore...

Happy Saturday, Besties.

We can barely hold this in so we’re just gonna tell you…

We’re dropping an exclusive interview with Duolingo’s CEO & Co-Founder, Luis von Ahn — and he’s 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 Duolingo’s best psychological growth hacks? They’ll mess with your mind (literally).

  • What’s with the Owl mascot? Luis will tell ya the 1st time ā€œit got savage.ā€

Keep an šŸ‘ļø on your inbox, we’re dropping out favorite parts here, just for you.

 šŸ„¬ Twinkies is Embracing 4/20

Twinkies is doing what Fritos wouldn’t dare: They’re turning 4/20 — the unofficial weed holiday — into their Super Bowl.

Twinkies is ditching their 106-year-old family friendly vibe, including retiring ā€œTwinkie the Kidā€. In his place? The Munchie Mobile — 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 we’re 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 aren’t biting, maybe stoners will.

The Takeaway: We’re living in the PG-13 Economy.

That’s right… movies, Twinkies, and the whole economy are connected. PG-13 movies made up 60% of the box office in 2021/2022 — 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.

šŸŽÆ Netflix’s New Dream: Hit $1 Trillion

That’s 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 it’s telling its staff the plan is to to double revenue, triple profits, and join the Mag 7 (aka the trillion-dollar stock club) — all by 2030.

Because Netflix thinks it’s Recession-Proof… It’s a bold flex during a recession watch, but Netflix isn’t 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 Netflix’s next big growth move to hit $1 Trillion in the stock market? Netflix’s ā€œPassport Planā€ — take the winning formula abroad, specifically focused on 2 countries with solid broadband & big populations: India & Brazil šŸ‡®šŸ‡³ šŸ‡§šŸ‡· 

  • Film a few local hits → šŸŽ¬ ✨

  • Dub the rest → šŸ—£ļø šŸŽ§

  • Price it right → šŸ’ø šŸ“‰

  • Stream, rinse, repeat → šŸ” šŸ“ŗ

Basically, do what it’s 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

  • Netflix’s goal in 2005? Win a ā€œferocious head-to-head battle with Blockbusterā€ āœ… 

  • The goal in 2011? Win prestige awards like Emmys and Oscars to earn the respect of Hollywood āœ… 

  • And this new goal reps new era. The Wall Street era. Hit a $1 trillion market cap.

šŸ‘Æā€ā™€ļø Tell a Bestie:

These are the headlines from our ā€œHeadline Hammerā€ of potential stories for the show each morning that we just couldn’t fit on the pod:

  • 🚦 Silicon Valley crosswalks now yell in Elon’s voice — welcome to meme traffic.

  • šŸ‡ŗšŸ‡ø Nvidia’s first US-made AI chips are coming — but it’s still getting hit by the trade war.

  • 🧪 Sperm racing startups are booming in LA — the fertility gold rush has begun.

  • šŸš˜ā€Æ Waymo + Uber are rolling out robotaxis in Atlanta this summer — human drivers, who?

  • šŸ„” Potatoes are temporarily replacing eggs in your Easter Basket

  • šŸ›ļø Trader Joe’s totes resell for $1,500 — forget Birkin, it’s grocery-core.

  • 🌭 Portillos, Chicago’s hot dog king plans 900+ new locations nationwide.

Financial Trick Shot

šŸ“± Thinking about upgrading your iPhone right now as tariffs loom, but you’re on the fence? You’re not alone. Retail spending hit its highest level in 2 years on ā€œPre-Tariff Hoarding.ā€ #TariffsLoomCartsBoom

But here’s 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 šŸ”«

šŸ’¦ 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 — 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 you’re obsessed with.

And one more thing. For the long weekend, Jack’s channeling Jurassic Park — hosting a dino-themed Easter egg hunt in the woods for Wilder’s birthday. Meanwhile, Nick’s debuting his ā€œImpressionist Easter Collectionā€: a curated spread of hand-painted eggs inspired by Monet, Matisse, and…mid-century jellybeans (looking for a spot to sell them outside The Met).

Btw, Reese’s eggs still deserve a Michelin star.

Celebrate the wins ✨

— Nick & Jack

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