The Best One Yet

🥬 “Organic Doritos?” — Whole Foods’ amazonification. Palantir’s anti-college recruiting. AI’s unpopularity problem. +Nvidia’s chicken stock

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Nov 4, 2025
Discover how Palantir is shaking up hiring by recruiting 18-year-olds as college alternatives. Dive into Whole Foods' transformation under Amazon, featuring an unexpected junk food expansion. Explore the growing public distrust of AI despite investor excitement, with a focus on the real concerns like job loss and deepfakes. And hear about NVIDIA's CEO boosting Korean chicken stocks after a dinner in Seoul. It's a lively blend of business insights and corporate shenanigans!
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ANECDOTE

CEO Dinner Sent Stocks Soaring

  • Jensen Huang ate fried chicken and drank beer with Samsung and Hyundai chairmen in Seoul, and the news sent local chicken stocks soaring.
  • He literally said, "I love fried chicken, and I love beer," which Wall Street treated like a bullish signal for poultry.
INSIGHT

Whole Foods Is Being Amazonified

  • Amazon is "Amazonifying" Whole Foods by stocking mainstream junk food in secret back rooms and converting store space to Amazon-branded sections.
  • That shift shows Amazon prioritizes logistics and mass-market appeal over preserving Whole Foods' distinct premium brand identity.
INSIGHT

Acquisition Tradeoffs Hurt Whole Foods

  • Since the acquisition, Whole Foods has underperformed on expansion and sales, proving two-thirds of acquisitions struggle to integrate.
  • Amazon appears willing to erode employee perks and the brand's uniqueness to optimize capital toward higher-return businesses.
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