Morning Brew Daily Tylenol Maker Bought for $40B & Coke Doubles Down on AI Ads
110 snips
Nov 4, 2025 A giant acquisition shakes the market as Kimberly-Clark buys Kenvue, sparking discussions on legal risks around Tylenol. Palantir celebrates a fantastic Q3, despite CEO Alex Karp's fiery take on analysts. Controversy brews as Shein faces backlash over banned products in France. Meanwhile, Coca-Cola boldly returns to AI-generated ads, trying to overcome previous criticisms. On a tech note, OpenAI pens a staggering $38 billion cloud deal with Amazon, raising eyebrows in the industry.
AI Snips
Chapters
Books
Transcript
Episode notes
Big Bet On Tylenol's Future
- Kimberly-Clark's $49B bid for Kenvue bets on legal clouds clearing and better margins in health products.
- If litigation persists, the acquisition could offset profits and resemble a Bayer-Monsanto liability trap.
Palantir's Growth Versus Wall Street Skepticism
- Palantir reported 63% revenue growth and raised guidance, fueling a 175% YTD share surge despite valuation concerns.
- CEO Alex Karp framed results as unprecedented and dismissed skeptical analysts as out of touch.
Palantir's High-School Fellowship
- Palantir launched a meritocracy fellowship recruiting 22 high-schoolers for a four-month program teaching civics and engineering skills.
- The program mirrors the Thiel Fellowship's bet that skipping college can direct talent into company roles.
