🥯 “$hmeared” — VC loves bagels. Amazon’s satellite splurge. ROI on the IRS. +ZuckClone
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In this episode of 'The Best One Yet,' hosts Nick and Jack dive into three explosive business stories that redefine innovation, investment, and national priorities. First, Amazon’s $12 billion acquisition of satellite company Globalstar marks a bold move to challenge SpaceX’s Starlink dominance, with a simultaneous Apple partnership enabling satellite connectivity on iPhones. The episode highlights how Amazon’s entry into low Earth orbit could disrupt the telecom industry, leveraging Starlink’s massive profit margins as a competitive opportunity. Second, Pop-Up Bagels has surged to a $300 million valuation in just five months, fueled by celebrity investors like Michael Phelps and Paul Rudd, and backed by Tiger Global’s shift toward food tech—symbolizing a nationwide 'bagel boom' driven by new oven tech, viral social media tactics like the 'rip and dip,' and a cultural rebound from the anti-carb era. Finally, on tax day, the hosts dissect the IRS’s shocking ROI: every $1 spent on enforcement generates $13 in revenue, making it the most profitable federal agency. Despite widespread public resentment, underfunding the IRS leads to $859 billion in annual tax evasion, proving that investing in tax collection is one of the smartest economic bets in America. The episode closes with wild news: Sam Altman under fire after a controversial New Yorker profile and a home attack, United Airlines eyeing a merger with American, and T-Rex DNA being turned into fashion wear.
Amazon’s $12B satellite acquisition and Apple deal positions it to challenge SpaceX’s Starlink dominance, turning space internet into a competitive battleground.
Pop-Up Bagels’ $300M valuation reflects a broader trend: bagels are no longer just food—they’re a financial asset, fueled by tech, social media virality, and a cultural breakfast revival.
The IRS generates $13 in revenue for every $1 spent on enforcement, making it the most profitable government agency and a critical investment for national fiscal health.
Starlink’s 65% profit margin is Amazon’s opportunity: by undercutting prices, Amazon can capture market share while still profiting.
The bagel’s comeback is driven by innovation (new ovens), branding (social media), and cultural shifts (less drinking, more breakfasts), but risks fading like the cupcake fad.
…and 3 more takeaways available in PodZeus
The Best One Yet: Three Explosive Stories
“The IRS is the only government spending that creates money instead of losing it.”
Amazon vs. SpaceX: The Satellite Showdown
“Starlink’s margin was Amazon’s meal.”
Pop-Up Bagels: The $300M Crumb Revolution
“Bagels are the new Bitcoin.”
Tax Day Truth Bomb: The IRS ROI Revelation
“Every $1 we give to the IRS for tax enforcement, we get 13 bucks in revenue.”
Wild Extras: Altman, Airlines, and T-Rex Fashion
The episode wraps with bizarre but real news: Sam Altman under attack, United Airlines seeking a merger with American, and T-Rex DNA being turned into luxury fashion. The hosts close with birthday shoutouts and a reminder to rate the show.
“The IRS is the only government spending that creates money instead of losing it.”
“Starlink’s margin was Amazon’s meal.”
“Bagels are the new Bitcoin.”
Hosts
Amazon
organization
IRS
other
SpaceX
organization
Pop-Up Bagels
organization
Globalstar
organization
Apple
organization
Mark Zuckerberg
person
Tiger Global
other
Sam Altman
person
United Airlines
organization
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