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  1. The Best One Yet
  2. 👨‍❤️‍💋‍👨 “9pm Mystery” — Date Drop’s college takeover. MrBeast’s teen bank. Eddie Bauer’s crapitalism. +Google’s 100-Year Bond.
👨‍❤️‍💋‍👨 “9pm Mystery” — Date Drop’s college takeover. MrBeast’s teen bank. Eddie Bauer’s crapitalism. +Google’s 100-Year Bond.

👨‍❤️‍💋‍👨 “9pm Mystery” — Date Drop’s college takeover. MrBeast’s teen bank. Eddie Bauer’s crapitalism. +Google’s 100-Year Bond.

The Best One Yet · Feb 11, 2026

MrBeast banks on teens, Date Drop builds anticipation, and Eddie Bauer falls to 'crapitalism'. Plus, Google's 100-year bond for AI.

MrBeast's Teen Bank Acquisition Is a Play on LTV, Leveraging the 19-Year Stickiness of First Bank Accounts

MrBeast's acquisition of Step pivots from attention to retention. He is targeting teens not for their current small balances, but because bank accounts are incredibly sticky. He is acquiring future high-value customers for a low cost, knowing the high friction of switching banks will retain them for decades.

👨‍❤️‍💋‍👨 “9pm Mystery” — Date Drop’s college takeover. MrBeast’s teen bank. Eddie Bauer’s crapitalism. +Google’s 100-Year Bond. thumbnail

👨‍❤️‍💋‍👨 “9pm Mystery” — Date Drop’s college takeover. MrBeast’s teen bank. Eddie Bauer’s crapitalism. +Google’s 100-Year Bond.

The Best One Yet·8 days ago

A Fintech App's Target Customer Is Revealed by the Sample Account Balance Shown in Its Marketing Mock-Ups

The user account balance displayed in an iPhone mock-up on a fintech company's website is a deliberate signal. Whether it's $50, $100,000, or millions, this number implicitly communicates the wealth and life stage of the app's ideal user, offering a quick heuristic to understand its market positioning.

👨‍❤️‍💋‍👨 “9pm Mystery” — Date Drop’s college takeover. MrBeast’s teen bank. Eddie Bauer’s crapitalism. +Google’s 100-Year Bond. thumbnail

👨‍❤️‍💋‍👨 “9pm Mystery” — Date Drop’s college takeover. MrBeast’s teen bank. Eddie Bauer’s crapitalism. +Google’s 100-Year Bond.

The Best One Yet·8 days ago

Consumer Apps Create Virality By Manufacturing Shared, Weekly Moments of Anticipation

Dating app Date Drop's success stems from its weekly "drop" model, which transforms app usage into a communal event. The seven days of waiting, not the match itself, creates the product's core value and drives its virality, much like HBO's weekly episode releases for shows like Game of Thrones.

👨‍❤️‍💋‍👨 “9pm Mystery” — Date Drop’s college takeover. MrBeast’s teen bank. Eddie Bauer’s crapitalism. +Google’s 100-Year Bond. thumbnail

👨‍❤️‍💋‍👨 “9pm Mystery” — Date Drop’s college takeover. MrBeast’s teen bank. Eddie Bauer’s crapitalism. +Google’s 100-Year Bond.

The Best One Yet·8 days ago

Google's 100-Year Bond Signals AI Infrastructure Is Becoming a New "Utility-Like" Asset Class for Investors

Extreme demand for AI infrastructure is pushing investors to treat tech giants like Google as ultra-stable, long-term investments, similar to government bonds or utilities. The creation of a "Century Bond" shows investors are willing to accept very long-term horizons, framing AI as foundational, generational infrastructure.

👨‍❤️‍💋‍👨 “9pm Mystery” — Date Drop’s college takeover. MrBeast’s teen bank. Eddie Bauer’s crapitalism. +Google’s 100-Year Bond. thumbnail

👨‍❤️‍💋‍👨 “9pm Mystery” — Date Drop’s college takeover. MrBeast’s teen bank. Eddie Bauer’s crapitalism. +Google’s 100-Year Bond.

The Best One Yet·8 days ago

Eddie Bauer's Bankruptcy Illustrates "Crapitalism": When Private Equity Extracts Value Rather Than Investing for Growth

Unlike capitalism which fosters growth through investment and innovation, "crapitalism" describes how private equity owners can hollow out a company by focusing solely on cost-cutting and value extraction. This neglects necessary investments in e-commerce and customer service, leading to the brand's decline and eventual bankruptcy.

👨‍❤️‍💋‍👨 “9pm Mystery” — Date Drop’s college takeover. MrBeast’s teen bank. Eddie Bauer’s crapitalism. +Google’s 100-Year Bond. thumbnail

👨‍❤️‍💋‍👨 “9pm Mystery” — Date Drop’s college takeover. MrBeast’s teen bank. Eddie Bauer’s crapitalism. +Google’s 100-Year Bond.

The Best One Yet·8 days ago