đ¤ âYellowstone Taxâ â NYCâs Pied-a-Terre Fee. Goopâs $9M ghost kitchen. Gatoradeâs unathletic pivot. +Deal-Blind Dudes
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This episode of 'The Best One Yet' dives into three major business stories with a mix of humor, cultural commentary, and sharp analysis. First, Goopâs ghost kitchen venture emerges as a surprising success, generating $9 million annually per locationâoutperforming major chains like Shake Shack and Nobuâthanks to its 'catering casual' model that blends luxury with everyday convenience. Second, New York Cityâs proposed 'pied-Ă -terre tax' and New Jerseyâs World Cup transit fee are framed as real-world versions of Yellowstoneâs fictional 'out-of-towner tax,' signaling a shift from a 'race to the bottom' in tax policy to a 'race to the top' targeting wealthy non-residents. Third, Gatorade is undergoing a brand identity crisis, quietly rebranding itself away from athletic performance toward daily hydration, a pivot that risks diluting its iconic legacy but reflects changing consumer habits. The episode also touches on Uberâs $10 billion robo-taxi investment, Anthropicâs exit from Figmaâs board (hinting at AI competition), and Gucciâs foray into smart glasses. The hosts blend pop culture, data, and satire to explore how brands and cities are adapting to the cost-of-living crisis and shifting consumer values.
Goop Kitchenâs ghost kitchen model is a $9M-per-location success, creating a new 'catering casual' category that blends luxury with everyday delivery.
New York Cityâs proposed pied-Ă -terre tax and New Jerseyâs World Cup transit fee represent a strategic shift from tax competition to taxing wealthy non-residents.
Gatorade is repositioning from 'be like Mike' athletic performance to 'survive a bachelor party' hydration, risking brand dilution but responding to market trends.
The rise of electrolyte powders and tablets (like Liquid IV) is undermining traditional sports drink sales, pushing brands to rethink their product and marketing strategies.
Uberâs $10 billion robo-taxi investment marks a major pivot from gig platform to asset-heavy operator, signaling the future of autonomous mobility.
âŚand 3 more takeaways available in PodZeus
Opening & Grocery Habits
Hosts Nick and Jack kick off the episode with a lighthearted exchange about travel with kids and a dog, then dive into new NBER data showing that work-from-home married men spend 5% more on groceries than others, dubbed the 'work-from-home hunger tax'.
Goopâs Ghost Kitchen Breakthrough
âGoop Kitchen is doing $6 to $9 million per location per year. That's twice as much revenue per location as Shake Shack, three times as much as Chipotle, and almost as much as Nobu.â
New Yorkâs âYellowstone Taxâ
âThe race to the bottom has become the race to the top. Literally, like raising taxes but only doing it on wealthy out-of-towners.â
Gatoradeâs Identity Crisis
âIn 1991, you drank Gatorade to jump higher. In 2026, you drink it to survive a bachelor party bender.â
Bonus Stories & Wrap-Up
The hosts cover Uberâs $10 billion robo-taxi investment, Anthropicâs exit from Figmaâs board, Gucciâs smart glasses partnership with Google, and the origin of the term '420'. They close with birthday shout-outs and a call to action.
âThe race to the bottom has become the race to the top. Literally, like raising taxes but only doing it on wealthy out-of-towners.â
âIn 1991, you drank Gatorade to jump higher. In 2026, you drink it to survive a bachelor party bender.â
âGoop Kitchen is doing $6 to $9 million per location per year. That's twice as much revenue per location as Shake Shack, three times as much as Chipotle, and almost as much as Nobu.â
Hosts
Gatorade
brand
Goop Kitchen
brand
Gwyneth Paltrow
person
New York City
place
Yellowstone
media
New Jersey Transit
organization
Liquid IV
brand
Michael Jordan
person
brand
Uber
brand
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The Best One Yet ⢠22m ⢠4/1/2026
đ° âUFOâ â SpaceXâs Unique Financial Offering. Allbirdsâ fallbirds. Alex Cooperâs Reality Games. +Typos for titans
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đŞ ââStablecoinsâ â Interview with Circle CEO Jeremy Allaire (Philosopher of the Coin)
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𼤠âYes to drinksâ â Coca-Colaâs restaurant bailout. Whoopâs Aussie ban. Iran targets Nvidia. +Instagram Exes
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đď¸ âOur Advice for TBPNâ â Sam Altmanâs pod deal. Artemisâ moon-mining. Nuulyâs fashion statement. +UberDriver Flag Football
The Best One Yet ⢠23m ⢠4/7/2026
Get the full intelligence
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