The Best One Yet 🍣 “Capitalism Roll” — Sushi’s US surge. Oura’s $11B Ring. Oklo’s nuclear Trump speech. +Ben Stiller soda.
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Sep 24, 2025 Sushi is taking the U.S. by storm, becoming a grocery staple due to its convenience. The Oura Ring has skyrocketed to an $11B valuation, appealing to diverse users, including women and the military. In a surprising twist, Oklo's stock has surged despite no revenue, fueled by its innovative nuclear technology. Plus, Ben Stiller and Chick-fil-A are both diving into the soda market. Tune in for insights on these captivating business stories!
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Sushi Became A Convenience Staple
- Sushi has moved from luxury dining to mass convenience because of packaging and supply-chain innovations.
- Frozen storage, pandemic takeout, and retail scaling made sushi a nationwide, $3B grocery segment.
First Sushi Memory And The California Roll
- Jack recounts his first sushi experience and Nick teases a future omakase trip in San Francisco.
- The story illustrates how California rolls gatewayed Americans into sushi culture.
Retail Sushi Is Driving Growth
- Retail sushi sales exploded: Kroger sells a million rolls daily and deli sushi grew to a $3B segment.
- Convenience locations like gas stations and stadiums are now primary distribution channels.
