The Best One Yet 🥃 “Bourbon Bullish” — Invest in Whiskey? Netflix conquers comedy. SpaceX & Anthropic. +Mother’s Day all-time-low
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May 8, 2026 They dig into a surprising bourbon market slump and whether whiskey could become a future blue-chip play. They unpack Anthropic's huge compute move into SpaceX data centers and what that alliance signals for AI. They cover Netflix’s push into low-cost comedy festivals and new ways to monetize laughs. Also, a quirky Mother's Day data point about declining breakfast-in-bed rituals.
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Breakfast In Bed Is Dead This Mother's Day
- Mother's Day habits shifted: only 4% of moms want breakfast in bed per OpenTable data.
- Brunch reservations and checks surged with 12pm the most in-demand slot; wine up 56% and steak sales up 93%.
Why Netflix Doubles Down On Low Cost Comedy
- Netflix profits from comedy because stand-up is extremely cheap to produce.
- Netflix quadruple-dips by selling live tickets, streaming specials later, making low-cost specials, and adding a reality show Funny AF to discover new talent.
Anthropic Rents Elon's Massive GPU Farm
- Anthropic's explosive growth created a compute bottleneck that forced it to rent SpaceX AI's Colossus data center.
- Colossus houses ~220,000 NVIDIA GPUs (about $7B of chips), now used by Claude to absorb 80x user growth.