Nick

That's how they were discovered, because they were placed in the aisle where everyone shopped every trip to the grocery store. As Bloomberg put it, getting placed among the domestic barbecue sauces was the tailwind to becoming a mainstream brand. Location isn't just critical in neighborhoods and real estates. It matters all the way down to the aisle in the grocery store.

That's how they were discovered, because they were placed in the aisle where everyone shopped every trip to the grocery store. As Bloomberg put it, getting placed among the domestic barbecue sauces was the tailwind to becoming a mainstream brand. Location isn't just critical in neighborhoods and real estates. It matters all the way down to the aisle in the grocery store.

That's how they were discovered, because they were placed in the aisle where everyone shopped every trip to the grocery store. As Bloomberg put it, getting placed among the domestic barbecue sauces was the tailwind to becoming a mainstream brand. Location isn't just critical in neighborhoods and real estates. It matters all the way down to the aisle in the grocery store.

The store shelf is critical real estate. Because category can be destiny. Jack, could you whip up the takeaways for us for the new Friday? Urban Outfitter stock is at an all-time high, driven by their subscription, Newly. Move over, Chucky Darwin. Urban has found a new species, the profitable loss leader, the centaur. business.

The store shelf is critical real estate. Because category can be destiny. Jack, could you whip up the takeaways for us for the new Friday? Urban Outfitter stock is at an all-time high, driven by their subscription, Newly. Move over, Chucky Darwin. Urban has found a new species, the profitable loss leader, the centaur. business.

The store shelf is critical real estate. Because category can be destiny. Jack, could you whip up the takeaways for us for the new Friday? Urban Outfitter stock is at an all-time high, driven by their subscription, Newly. Move over, Chucky Darwin. Urban has found a new species, the profitable loss leader, the centaur. business.

For our second story, Anthropic CEO warned us that half of white-collar roles will be taken by AI agents within five years. We call them chrome-collar. And tech leaders tend to be right about the future, but wrong about the timing. And our third and final story is Bashan. It's the buzzy barbecue sauce of the moment. They're due for $100 million of sales this year. Because category is destiny.

For our second story, Anthropic CEO warned us that half of white-collar roles will be taken by AI agents within five years. We call them chrome-collar. And tech leaders tend to be right about the future, but wrong about the timing. And our third and final story is Bashan. It's the buzzy barbecue sauce of the moment. They're due for $100 million of sales this year. Because category is destiny.

For our second story, Anthropic CEO warned us that half of white-collar roles will be taken by AI agents within five years. We call them chrome-collar. And tech leaders tend to be right about the future, but wrong about the timing. And our third and final story is Bashan. It's the buzzy barbecue sauce of the moment. They're due for $100 million of sales this year. Because category is destiny.

But yetis, this pod's not over yet. Here's what else you need to know today. First, NVIDIA earnings. Sales of the world's trendiest chip business soared despite getting shut out of China. Sales of AI chips jumped 73% last quarter to $40 billion for NVIDIA. And that was just the last three months. Here's what investors love about it. Those profit margins on those chips are crunchy.

But yetis, this pod's not over yet. Here's what else you need to know today. First, NVIDIA earnings. Sales of the world's trendiest chip business soared despite getting shut out of China. Sales of AI chips jumped 73% last quarter to $40 billion for NVIDIA. And that was just the last three months. Here's what investors love about it. Those profit margins on those chips are crunchy.

But yetis, this pod's not over yet. Here's what else you need to know today. First, NVIDIA earnings. Sales of the world's trendiest chip business soared despite getting shut out of China. Sales of AI chips jumped 73% last quarter to $40 billion for NVIDIA. And that was just the last three months. Here's what investors love about it. Those profit margins on those chips are crunchy.

61% of each chip they sell is bad. Pure profit. And second, President Trump has approved Japan's Nippon Steel to acquire U.S. Steel, but only with something called a golden share. A golden share is unprecedented. It gives the U.S. government veto power on corporate decisions of this company.

61% of each chip they sell is bad. Pure profit. And second, President Trump has approved Japan's Nippon Steel to acquire U.S. Steel, but only with something called a golden share. A golden share is unprecedented. It gives the U.S. government veto power on corporate decisions of this company.

61% of each chip they sell is bad. Pure profit. And second, President Trump has approved Japan's Nippon Steel to acquire U.S. Steel, but only with something called a golden share. A golden share is unprecedented. It gives the U.S. government veto power on corporate decisions of this company.

For a free market economy, our government would be getting shockingly involved in the private business sector. And finally, Elf Beauty is buying Hailey Bieber's road cosmetics for nearly $1 billion. In three years, Hailey's brand has gone from zero to over $200 million in revenues. Wow. Time for Hailey to take Justin on a celebratory vacation.

For a free market economy, our government would be getting shockingly involved in the private business sector. And finally, Elf Beauty is buying Hailey Bieber's road cosmetics for nearly $1 billion. In three years, Hailey's brand has gone from zero to over $200 million in revenues. Wow. Time for Hailey to take Justin on a celebratory vacation.

For a free market economy, our government would be getting shockingly involved in the private business sector. And finally, Elf Beauty is buying Hailey Bieber's road cosmetics for nearly $1 billion. In three years, Hailey's brand has gone from zero to over $200 million in revenues. Wow. Time for Hailey to take Justin on a celebratory vacation.

And before they check out from whatever hotel they stay in, they should just buy that hotel. With a billion dollars, I'm sure they can. Now time for the best fact yet. This one whipped up by Jax and my kids, basically. Well, today is May 29th, 529. So it's National 529 Day. 529, as in the education savings plan that we just think is fantastic. Because when a kid turns 18...

And before they check out from whatever hotel they stay in, they should just buy that hotel. With a billion dollars, I'm sure they can. Now time for the best fact yet. This one whipped up by Jax and my kids, basically. Well, today is May 29th, 529. So it's National 529 Day. 529, as in the education savings plan that we just think is fantastic. Because when a kid turns 18...