Chapters:

0:00 Welcome to SCN

2:52 Which majors pay off?

9:45 Pepsi's North America problem

17:04 AI agents: the new Labubus?

23:26 General Medicine raises $120M

28:47 Anta buys into Puma

33:42 Crocs get fancy

39:43 WeWoreWhat's rebrand

44:36 Zara & Gap go lux

50:12 Lists are back

55:38 Letterboxd for sale?

1:00:48 Sali Christeson: Founder & CEO, Argent

1:21:04 Jaclyn Johnson: Co-Founder & CEO, Cherub

SCN would like to thank our sponsors for today’s live stream:

Bilt joinbilt.com/SCN

Figma Figma.com/agent

Klarna https://www.klarna.com/us/

Linktree https://tr.ee/SCNlive Code:SCNLIVE for 3 months of Pro!

One Pay https://www.onepay.com/

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Triple Whale https://www.triplewhale.com/

Flodesk https://flodesk.com/c/SCN2026 25% off your first year of Flodesk. Try for free.

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Apple Podcasts https://podcasts.apple.com/us/podcast/scn/id6815863554

Companies Featured on Today's Show:

Argent: https://argentwork.com/

Cherub: https://www.investwithcherub.com/

Create & Cultivate: https://www.createcultivate.com/

Chapters:

0:00 Welcome to SCN

2:30 Amazon's profile of you

6:40 Uber's $2.3B catering bet

15:07 Apple + LG = smarter homes

20:37 True Food Kitchen files Ch. 11

27:00 Ferrero wants $20B in U.S.

31:02 Amazon Live meets Twitch

35:27 Mejuri's gold problem

38:07 Porsche's Ferrari playbook

42:44 Gagan Biyani: Founder & CEO, Horowitz Andreessen Academy

1:03:23 Ty Haney: Founder & CEO, TYB; Co-Founder, Joggy; Founder-Partner, Outdoor Voices

1:21:49 Lauren Makler: Co-Founder & CEO, Cofertility

SCN would like to thank our sponsors for today’s live stream:

Bilt joinbilt.com/SCN

Figma Figma.com/agent

Klarna https://www.klarna.com/us/

Linktree https://tr.ee/SCNlive Code:SCNLIVE for 3 months of Pro!

One Pay https://www.onepay.com/

Vanta vanta.com/sammi

Triple Whale https://www.triplewhale.com/

Flodesk https://flodesk.com/c/SCN2026 25% off your first year of Flodesk. Try for free.

Ramp https://ramp.com/scn

Whop https://whop.com/start/?code=SCNLIVE #whop

Follow SCN on:

X https://x.com/watchscnlive

Instagram https://www.instagram.com/scn.live

TikTok https://www.tiktok.com/@scnlive

LinkedIn https://www.linkedin.com/company/scnlive/

Spotify https://open.spotify.com/show/5OEZuo7E6l6b7fY8emU0K1

Apple Podcasts https://podcasts.apple.com/us/podcast/scn/id6815863554

Companies Featured on Today's Show:

Horowitz Andreessen Academy: https://theacademysf.com/

TYB: https://www.tyb.xyz/

Cofertility: https://www.cofertility.com/

Chapters:

0:00 - Welcome To SCN: Our First Live Show

5:52 - Alaina Hartley: Co-Host, SCN

8:41 - 377 Pets, One Job

13:21 - $110B Media Merger Closes

19:28 - Amazon Prime Day: $9.9B Forecast

24:13 - Tiktok's 1-Click Checkout

30:23 - Coke Goes Prebiotic

34:42 - AI Dating Advice, $9.99/mo

43:00 - Oura's IPO Reality Check

50:38 - Spending Up, Vibes Down

55:33 - Chef In Residence Era

1:00:19 - Julie Bornstein: Founder & CEO, Daydream

1:22:29 - Francis Davidson: Founder & CEO, Odessia

1:41:43 - Vivian Tu: Founder & CEO, Your Rich Bff And Ask Dolly

SCN would like to thank our sponsors for today’s live stream:

Bilt joinbilt.com/SCN

Figma Figma.com/agent

Klarna https://www.klarna.com/us/

Linktree https://tr.ee/SCNlive Code:SCNLIVE for 3 months of Pro!

One Pay https://www.onepay.com/

Vanta vanta.com/sammi

Triple Whale https://www.triplewhale.com/

Flodesk https://flodesk.com/c/SCN2026 25% off your first year of Flodesk. Try for free.

Ramp https://ramp.com/scn

Whop https://whop.com/start/?code=SCNLIVE #whop

Follow SCN on:

X https://x.com/watchscnlive

Instagram https://www.instagram.com/scn.live

TikTok https://www.tiktok.com/@scnlive

LinkedIn https://www.linkedin.com/company/scnlive/

Spotify https://open.spotify.com/show/5OEZuo7E6l6b7fY8emU0K1

Apple Podcasts https://podcasts.apple.com/us/podcast/scn/id6815863554

Companies Featured on Today's Show:

Daydream: https://daydream.ing/

Odessia: https://odessia.com/

Ask Dolly: https://askdolly.com/