The Best One Yet 🩱 “Keeping Up With $5B” — Skims’ money situation. Country Music’s AI hit. Netflix’s theme park opens. +Harvard Grade InflAAAAtion
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Nov 13, 2025 AI has officially charted a country hit with its first-ever number one song. Skims just reached a whopping $5 billion valuation, surpassing even industry giants like Nike. Meanwhile, Netflix has opened its own theme park, taking a different approach than Disney's traditional model. The conversation also touches on grade inflation at Harvard, with an astonishing 60% of students earning straight A's. Tune in for these intriguing insights and more!
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Harvard's Grade Inflation Gap
- Harvard awarded A grades far more often: 60% of final grades are A's versus 25% two decades ago.
- Meanwhile a long-running psych exam shows average scores fell by 10 points, highlighting grade inflation disconnect.
Skims' Premium Valuation Explained
- Skims raised private funding at a $5B valuation, roughly 5x its expected $1B sales this year.
- That sales multiple makes Skims worth ~2.5x Nike/Lululemon on a relative basis, showing investor premium for growth and margins.
Expansion Fuels Skims' Market Size
- Skims expanded from shapewear into men's lines, sports partnerships, cosmetics and retail, broadening its total market opportunity.
- The hosts argue that this expansion justifies a valuation premised on 'everything related to beauty.'