🪳 Google’s Roach Motel
Plus: Government’s Trojan Horse?, Wall Climbing Robots For US Military, and More
Market, investing, and business insights from outside the mainstream media.
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Top 5 Insights of the Week
1. 🪳 Google’s Roach Motel
Potential for Google to buy HubSpot for $34B. Google’s war chest is at $110.91B.
The acquisition could create a “roach motel” locking advertisers and users in Google's ad system for managing leads and customers.
Google wants to track leads from start to finish. Acquiring HubSpot would close this loop.
High chance regulators block the acquisition due to Google's dominance in advertising.
2. 🍪 $1B Cookie Startup
Crumbl Cookies went from a side project to over $1 billion in revenue in 5 years.
~16 million followers on social media.
Franchise requires a $886,000 investment, yields $1,796,000 in annual sales.
Global cookie and cracker market projected to reach $122.06B by 2028.
3. 🤔 Government’s Trojan Horse?
Anti-TikTok law raises free speech and privacy concerns by letting the government label foreign enemies broadly.
Using VPNs for restricted sites may lead to punishment and possible online surveillance.
More advanced VPNs like Zero Trust Architecture that fight surveillance could surge.
Zero Trust Architecture market is projected to reach $85.45B by 2030.
4. 🤖 Wall Climbing Robots For US Military
Gecko Robotics builds wall-climbing robots and AI for inspecting military infrastructure, power plants and more.
Seen as crucial for "preserving American military superiority".
Contracted to upgrade US nuclear missile silos–part of the $100 billion Sentinel Program.
Global Industrial Robotics market is projected to reach $65.7B by 2032.
5. 💊 Space Rx
Drugs produced in space improve drug formulations, delivery, manufacturing, and storage.
Microgravity could create drugs with fewer side effects and greater effectiveness.
Varda Space gets $90M after successful drug capsule return from space.
Global space medicine market is projected to reach $1.6B by 2030.
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Top 3 Charts of the Week
1. 📈 Uniqlo Booms Abroad
Uniqlo plans to open over 20 stores in North America in 2024, aiming for 200+ by 2027.
Misunderstanding of American shoppers led to previous North American market retreat.
In 2023, revenue hit ¥1,437B (~$9.5 B) driven by China and Asia growth.
2. 🐭 How Disney Makes Money
Disney shareholders re-elected board members, ending a costly proxy battle.
Activists sought changes due to Fox acquisition, streaming struggles, and succession plans.
Despite the pandemic, parks division rebounded, driving 80% of operating profit.
$60B planned investment in Disney parks over a decade.
3. 🫠 Prices Still Rising
Inflation rose to 3.5% annually, impacting markets' rate cut expectations.
Auto insurance prices surged over 22%, blaming rising repair costs.
Rent and electricity climbed 5-6%, contrasting with cheaper air travel and electronics.
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