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  1. The Best One Yet
  2. 👵🏽🥡 “Silver Swipers” — DoorDash’s grannie growth. Softbank’s Nvidia ghosting. Italy’s Tortellini tariff. +McRib Bitcoin
👵🏽🥡 “Silver Swipers” — DoorDash’s grannie growth. Softbank’s Nvidia ghosting. Italy’s Tortellini tariff. +McRib Bitcoin

👵🏽🥡 “Silver Swipers” — DoorDash’s grannie growth. Softbank’s Nvidia ghosting. Italy’s Tortellini tariff. +McRib Bitcoin

The Best One Yet · Nov 12, 2025

DoorDash's fastest growth is from seniors, SoftBank sells NVIDIA to fund OpenAI, and Italian pasta faces a 107% tariff.

DoorDash's Accidental Growth Among Seniors Reveals Tech's "Silver Swiper" Blind Spot

DoorDash is America's fastest-growing brand, driven not by its expected young user base, but by senior citizens. This exposes a significant blind spot in the tech industry, which often overlooks the massive wealth and needs of the baby boomer demographic, representing a major untapped market opportunity.

👵🏽🥡 “Silver Swipers” — DoorDash’s grannie growth. Softbank’s Nvidia ghosting. Italy’s Tortellini tariff. +McRib Bitcoin thumbnail

👵🏽🥡 “Silver Swipers” — DoorDash’s grannie growth. Softbank’s Nvidia ghosting. Italy’s Tortellini tariff. +McRib Bitcoin

The Best One Yet·5 months ago

The "McRib Effect" Shows How Frivolous Cultural Signals Can Become Legitimate Market Indicators

The surprising correlation between the McDonald's McRib being on the menu and higher returns in both the S&P 500 and Bitcoin demonstrates how unconventional, even humorous, cultural events can function as market signals. This highlights the narrative-driven and sometimes irrational nature of financial markets and investor sentiment.

👵🏽🥡 “Silver Swipers” — DoorDash’s grannie growth. Softbank’s Nvidia ghosting. Italy’s Tortellini tariff. +McRib Bitcoin thumbnail

👵🏽🥡 “Silver Swipers” — DoorDash’s grannie growth. Softbank’s Nvidia ghosting. Italy’s Tortellini tariff. +McRib Bitcoin

The Best One Yet·5 months ago

Walmart's "10-Foot Sticker" Shows How to Operationalize Corporate Culture With Physical Tools

Target's '10-4' customer service rule originated at Walmart, which went beyond just stating the rule. Walmart installed a 10-foot-long sticker on the floor as a physical measuring tool for employees. This demonstrates a powerful management principle: turning abstract cultural values into concrete, tangible, and measurable actions in the physical workspace.

👵🏽🥡 “Silver Swipers” — DoorDash’s grannie growth. Softbank’s Nvidia ghosting. Italy’s Tortellini tariff. +McRib Bitcoin thumbnail

👵🏽🥡 “Silver Swipers” — DoorDash’s grannie growth. Softbank’s Nvidia ghosting. Italy’s Tortellini tariff. +McRib Bitcoin

The Best One Yet·5 months ago

The AI Arms Race Requires "Barbenheimer Financing"—A Hybrid of Public, Private, and Government Capital

SoftBank selling its NVIDIA stake to fund OpenAI's data centers shows that the cost of AI infrastructure exceeds any single funding source. To pay for it, companies are creating a "Barbenheimer" mix of financing: selling public stock, raising private venture capital, securing government backing, and issuing long-term corporate debt.

👵🏽🥡 “Silver Swipers” — DoorDash’s grannie growth. Softbank’s Nvidia ghosting. Italy’s Tortellini tariff. +McRib Bitcoin thumbnail

👵🏽🥡 “Silver Swipers” — DoorDash’s grannie growth. Softbank’s Nvidia ghosting. Italy’s Tortellini tariff. +McRib Bitcoin

The Best One Yet·5 months ago

Meta’s Top AI Scientist Departure Proves Founder Allure Can Outweigh $100M "Golden Handcuffs"

Despite Meta offering nine-figure bonuses to retain top AI employees, its chief AI scientist is leaving to launch his own startup. This proves that in a hyper-competitive field like AI, the potential upside and autonomy of being a founder can be more compelling than even the most extravagant corporate retention packages.

👵🏽🥡 “Silver Swipers” — DoorDash’s grannie growth. Softbank’s Nvidia ghosting. Italy’s Tortellini tariff. +McRib Bitcoin thumbnail

👵🏽🥡 “Silver Swipers” — DoorDash’s grannie growth. Softbank’s Nvidia ghosting. Italy’s Tortellini tariff. +McRib Bitcoin

The Best One Yet·5 months ago

Italian Pasta Tariffs Highlight a Key Distinction: Product-Specific Tariffs are More Legally Durable Than Country-Specific Ones

The impending 107% tariff on Italian pasta is based on legally sound anti-dumping laws targeting a specific product. This is distinct from Trump's broader, country-specific tariffs, which were enacted via a national emergency declaration and are more likely to be struck down by the Supreme Court. This signals a key legal risk difference for global businesses.

👵🏽🥡 “Silver Swipers” — DoorDash’s grannie growth. Softbank’s Nvidia ghosting. Italy’s Tortellini tariff. +McRib Bitcoin thumbnail

👵🏽🥡 “Silver Swipers” — DoorDash’s grannie growth. Softbank’s Nvidia ghosting. Italy’s Tortellini tariff. +McRib Bitcoin

The Best One Yet·5 months ago