Newsletters
Sep 30
Looking back at September, we sound a bit like someone's parents: Put the phone down. Between a US Open fan glued to his Kalshi bet and Gen Z heading back to the mall, we kept rooting for brands giving people a reason to look up. We also had our eye on brands that built their way into credibility rather than marketing their way there. Walmart spent years improving its clothes and is letting perception catch up, and On is building its first soccer boot around what Kylian Mbappé knows about the game.
- Tickets + Views: A near-record box office summer with AMC shares under $3, and why trending doesn't always mean mattering
- Poetry + Math: Kalshi bets and influencers crowd out the US Open, and the hidden costs of enshittification
- Third Place + Dual Screen: Gen Z goes back to the mall, and Apple bets $2,000 on more screen
- Matter + Surrender: The surprisingly moving philosophy on a t-shirt tag tells us “everything matters,” and MIT on students handing the hard part to AI
- Perception + Expertise: Walmart's long road to cool, and Kylian Mbappé helping On build a soccer boot from scratch
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