The Best One Yet đ âAfternoon Delightâ â Starbucksâ All-day bet. Khabe Lameâs Influencer stock. Appleâs AI rental. +Silk Diapers
9 snips
Jan 30, 2026 Starbucks is trying to own the 4 p.m. slump with new drinks, food and faster espresso tech. A TikTok star just became the first influencer to be packaged as a near-billion dollar public-style deal and a digital twin plan. Apple is choosing to rent leading AI models instead of building massive in-house systems. Luxury product trends take a strange turn toward silk diapers.
AI Snips
Chapters
Transcript
Episode notes
Starbucksâ Afternoon Timeshare Strategy
- Starbucks aims to expand from a morning ritual to owning the 4 p.m. 'afternoon delight' timeslot.
- They pair faster machines, food options, and AI to increase customer timeshare across the day.
Speed Up Orders To Raise Throughput
- Improve throughput by investing in proprietary faster espresso systems and process tech.
- Use AI to prefill orders from drive-through audio so baristas start making drinks immediately.
Physical Stores Are Starbucksâ Moat
- Starbucks is leaning on physical stores as a competitive moat amid pushback on screen time.
- They plan $150,000 remodels with velvet chairs and book/game features to reinforce the 'third place'.