Shows / The Pirate Street Journal
The Pirate Street Journal
The Wall Street Journal covers companies. The Pirate Street Journal covers categories. Every week, Christopher Lochhead, Eddie Yoon and Bri Clark pick three headlines worth paying attention to and break down the category underneath. New episodes every Tuesday. See the news through a different lens. From the Category Pirates: Christopher Lochhead, Eddie Yoon, & Bri Clark www.categorypirates.news
Episodes
The Pirate Street JournalNvidia’s CEO says everyone is watching the wrong 2 AI companies | Pirate Street Journal
HERE'S WHAT WE COVERED IN THIS EPISODE: 1. Wall Street is doing bubble math on two companies. Nvidia's CEO is counting a whole category. OpenAI and Anthropic…
The Pirate Street JournalWhy America’s most profitable airline won’t take Elon’s Wi-Fi | Pirate Street Journal
HERE'S WHAT WE COVERED IN THIS EPISODE: 1. Delta's best customers will pick a flight for faster Wi-Fi. Fuel is up 60%. Only three US airlines are profitable…
The Pirate Street JournalMarketing engineer is the hot new job title. Only 173 people have started it | Pirate Street Journal
HERE'S WHAT WE COVERED IN THIS EPISODE: 1. Marketing Engineer is a hot new title. The scoreboard decides if it matters. Profound raised $180 million at a $1.8…
The Pirate Street JournalAmazon blocked Meta Muse. Meta's stock went up $146 billion. | The Pirate Street Journal
HERE'S WHAT WE COVERED IN THIS EPISODE: **1. Amazon locked out Meta's AI shopper. Meta's stock went up $146 billion anyway.** Meta's Muse launched September…
The Pirate Street JournalJersey Mike's is worth $7.5 billion and 2% of its customers are Gen Z | The Pirate Street Journal
HERE'S WHAT WE COVERED IN THIS EPISODE: 1. Jersey Mike's doesn't have a marketing problem. It has a sameness problem. Jersey Mike's is worth about $7.5 billion…
The Pirate Street JournalJames Dyson built a $499 toothbrush and has no idea how many he'll sell | The Pirate Street Journal
HERE'S WHAT WE COVERED IN THIS EPISODE: 1. Dyson skipped the market sizing slide and shipped anyway. Dyson's Camera Jet costs $499. A camera in the brush head…
The Pirate Street JournalApple is seven years late to foldables and takes 44% of the money | The Pirate Street Journal
HERE'S WHAT WE COVERED IN THIS EPISODE: 1. Apple was seven years late and still takes 44% of the money. Apple put the iPhone Duo on stage at $1,999. The other…
The Pirate Street JournalBREAKING NEWS: A car with eight cameras just claimed the word "privacy." | The Pirate Street Journal
HERE'S WHAT WE COVERED IN THIS EPISODE: 1. The car with eight cameras just claimed privacy. Tesla published its privacy principles inside a 216 page report…
The Pirate Street JournalDolly told Elvis no. It was worth $10 million. | The Pirate Street Journal
HERE'S WHAT WE COVERED IN THIS EPISODE: 1. She owned the asset in 1967, before she had a single hit. Elvis wanted half the songwriting on a song he did not…
The Pirate Street JournalMeta agreed to pay $18 billion for what its apps did to teenagers | The Pirate Street Journal
HERE'S WHAT WE COVERED IN THIS EPISODE: 1. $12.7 billion over ten years is about one percent of a year's revenue. Meta settled with 48 states and four US…
The Pirate Street JournalThe Lakers sold for $12.5 billion in 72 hours | The Pirate Street Journal
HERE'S WHAT WE COVERED IN THIS EPISODE: 1. The Lakers just sold to people who do not have the money. The Lakers sold for $12.5 billion, the most anyone has…
The Pirate Street JournalBurger King grew 8.5% by fixing everything except the only thing that mattered | The Pirate Street Journal
HERE'S WHAT WE COVERED IN THIS EPISODE: 1. Burger King fixed the product and the company. It is still not different. Burger King posted 8.5 percent same store…
The Pirate Street JournalZuckerberg spent $600 billion to buy the one thing that was never for sale | Pirate Street Journal
HERE'S WHAT WE COVERED IN THIS EPISODE: 1. The question is not how good your model is. It is whether we trust you. Zuckerberg published a 6,500 word essay on…
The Pirate Street JournalChili's is up 500% since 2022 betting on basic tech | The Pirate Street Journal
HERE'S WHAT WE COVERED IN THIS EPISODE: 1. The best turnaround in casual dining ran on Wi-Fi, not AI. Brinker International stock is up more than 500 percent…
The Pirate Street JournalGoogle's free cash flow went negative for the first time. Does it matter with $242 billion in cash? | The Pirate Street Journal
HERE'S WHAT WE COVERED IN THIS EPISODE: 1. Alphabet's best quarter ever, and the stock fell. Second quarter revenue was $119.8 billion, up 24%. Cloud grew 82%…
The Pirate Street JournalNiching on Weird Data w/ AI Solves Ice Cream, Movies & Power Bottlenecks | The Pirate Street Journal
HERE'S WHAT WE COVERED IN THIS EPISODE: 1. New York said no. Boise said yes 48 years ago and is still cashing the check. On July 10 New York became the first…
The Pirate Street JournalCount your blessings and your burdens: data centers, prices, and careers | The Pirate Street Journal
HERE'S WHAT WE COVERED IN THIS EPISODE: 1. New York said no. Boise said yes 48 years ago and is still cashing the check. On July 10 New York became the first…
The Pirate Street JournalMicron put $250M into a million kids' accounts and made charity obsolete | The Pirate Street Journal
HERE'S WHAT WE COVERED IN THIS EPISODE: 1. Hand the kid the stock, not the check. Invest America accounts are live. Every child born between 2025 and 2028 gets…
The Pirate Street JournalWhy Microsoft is Moving Into a Lower Margin Business? | The Pirate Street Journal
HERE'S WHAT WE COVERED IN THIS EPISODE: 1. Microsoft just walked into the lowest margin business in tech on purpose. Microsoft launched a new company called…
The Pirate Street JournalState Farm just asked 19,000 agents to take up to a 40% pay cut. | The Pirate Street Journal
HERE'S WHAT WE COVERED IN THIS EPISODE: 1. State Farm is cutting the thing that made it a giant. Anyone who stays past 2027 signs a new contract. Lower…
The Pirate Street JournalA 25-year-old is now worth more than SpaceX's COO.
HERE'S WHAT WE COVERED IN THIS EPISODE: 1. Wall Street says Musk overpaid for Cursor. We think it was a bargain. SpaceX hit $2.5 trillion by Tuesday and passed…
The Pirate Street Journal97% of consulting is monkey-see-monkey-do. Gartner just lost 74% proving it
HERE'S WHAT WE COVERED IN THIS EPISODE: 1. Gartner grew revenue again last year. Wall Street wiped out $30 billion anyway. For 40 years, Gartner was the…
The Pirate Street JournalWho are the Category Kings of AI Going To Be?
This is a free preview of a paid episode. To hear more, visit www.categorypirates.news On June 12, SpaceX is going public at $135 per share and a $1.75…
The Pirate Street Journal"Lowest Consumer Sentiment" Is Good News?
The University of Michigan consumer sentiment index just came in at 44.8. The lowest reading in the history of the survey. April was already the worst on…
The Pirate Street JournalCategory Queen vs. Category Queen: Is OpenAI About to Get Dethroned?
Anthropic is paying SpaceX $1.25 billion a month for compute. Every month through May of 2029. Roughly $45 billion total. That single contract is bigger than…
The Pirate Street JournalThe Great Re-Rating: Is the SaaSpocalypse Real?
This is a free preview of a paid episode. To hear more, visit www.categorypirates.news Last week, we recorded the very first episode of the Pirate Street…