The Best One Yet

🚁 “Unmanned everything” — Olympics drone’s highlight. Stocks’ Grim Reaper. Save the Allbirds. +Ski Job Bonus

10 snips
Feb 17, 2026
A deep dive into how small, fast drones are reshaping Olympic coverage and becoming critical infrastructure. A look at Chinese dominance in the drone market and why autonomy cuts costs and safety needs. Discussion of AI-driven pressure on tech stocks and a rotation into energy, materials, and staples. A retail cautionary tale about Allbirds and a quirky pitch to embrace a distinct, nostalgic aesthetic.
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ANECDOTE

Skiing Is The New Office Golf

  • Skiing has become a workplace advantage as companies host ski off-sites that boost bonding and networking.
  • Jack and Nick call it the 'double black bonus' for impressing bosses on the slopes.
INSIGHT

Drones Are Invisible Infrastructure

  • Drones have become invisible infrastructure across industries, from filming to deliveries and inspections.
  • Nick Martell and Jack note drones scale because they remove humans and safety costs, making them disruptive.
ANECDOTE

Athletes Pilot FPV Drones

  • Former athletes control FPV drones because they know how to follow skiers with precision.
  • Jack and Nick compare drone pilots to Sean White turned into drone pilots after special training.
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