“Who’s gonna buy James Bond?” — Casper’s un-unicorning. MGM’s bidders. Bird’s newest acquisition.

The Best One Yet

English - January 29, 2020 10:00 - 17 minutes - 16.2 MB - ★★★★★ - 8.5K ratings
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Previous Episode: “WE are a real estate company (not a tech company)” — The Wing loses its big investor. Detroit becomes GM’s electric car HQ. Coronavirus messes with stocks.

Next Episode: “Barstool’s t-shirts follow a simple formula” — Barstool Sports becomes a half-icorn. SAP’s FOMO Marketing. Apple’s iRecord quarter.

Scooter pioneer Bird just acquired a German rival, but it’s a sign the future scooter wars are going to look a lot like today’s delivery wars. Casper’s valuation dropped from over $1B to $744M before its IPO as public investors laugh at the VCs that thought it was a tech company. And MGM is looking to sell itself to Apple, Netflix, or the rest of the “Big 6.”
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