The Best One Yet 🐉 “Pickachu hates AI” — Nintendo’s Pokemon surprise. Quince’s $10B dupe. Rivian’s Valley of Death. +Red Carpet secret
15 snips
Mar 16, 2026 A surprise Pokemon hit sent Nintendo stock soaring while the company doubles down on avoiding generative AI. A direct-to-consumer brand is pulling luxury stunts—caviar and candles—to punch above its size and earn a tech-style valuation. An automaker’s new compact EV is framed as a make-or-break bet that must sell to fund a massive factory buildout.
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R2 Tailored For Urban Dinks And Smaller Garages
- The R2 targets urban 'dink' couples by offering a smaller, cheaper SUV that fits Brooklyn garages.
- Hosts nicknamed it the 'Dinkmobile' and said it gives ~80% of R1 value at roughly half the price.
Rivian's CEO Calls R2 A Make Or Break Moment
- Rivian's CEO framed the R2 as a make-or-break product like Tesla's Model 3 moment.
- Hosts compared this to Tesla's manufacturing hell and the DeLorean's bankruptcy to underscore the risk.
Affordability Crunch Makes $50k EVs Harder To Sell
- Consumer affordability and removal of EV tax credits materially reduce demand for new $50k+ EVs.
- Hosts emphasize this launch arrives amid an affordability crunch and no $7,500 federal credit for buyers.