AI, Instagram and Ferraris: Follow the pattern 📈

Sponsored By:

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💡This Week on the Internet:

AI is getting famous.
Gen Z is getting financial.
Ferrari is becoming a tech company.
And Luxury is becoming entertainment.

Let’s go.

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Quick Bites:

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AI: Anthropic’s Claude usage surged after Super Bowl ads.

Anthropic ran a national Super Bowl campaign- which is basically the tech world’s version of announcing: Move the f**k out, ChatGPT 🖕🏻

Search interest in Claude spiked worldwide immediately after the game as millions of viewers looked it up at the same time. 

The ad wasn’t about features. It was about familiarity: positioning Claude as a safe, everyday assistant rather than an AI chatbot.

When you went to your neighbors Superbowl party just for the Buffalo Hot Wings and Potato Skins and people start talking to you about football stuff 

“Belichick traded Jacoby Brisett knowing he’d hand the Chiefs an L 2 years later to give the Patriots control of the AFC.. Now do you see why the coach traded Jimmy Garoppollo for a 32nd round pick and a bag of Doritos?? Did y’all get that?”

Yep, us neither 🤷🏻‍♀️

Stats:

• Claude downloads jumped 32% in just 3 days (112,000 → ~148,000 installs)
• Daily active users rose 11% immediately after the ad
• The app entered the Top 10 free apps in the global App Store
• The ad itself passed 400,000+ YouTube views
• Super Bowl audience reach: 125 million viewersOur Thoughts💡: The SuperBowl every year: Please join us as we gather together to celebrate gluttony and borderline alcoholism, all in the name of commercials..
  
  Because only in America is sharing germs from various hotdogs and boozing yourself into a beer coma with strangers is called PATRIOTISM 🖕🏻

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Culture📈: Gen Z is entering the stock market because housing feels impossible

With home prices and interest rates staying elevated globally, many younger adults are reallocating savings toward equities instead of property.

Brokerage apps are reporting increased activity from younger investors- not necessarily day trading, but long-term ETF investing and dividend strategies. 

For a generation that grew up online, financial ownership is moving from physical space to digital participation.

Stats:

• 60% of Gen Z worry they may never afford a home
• Only 18% believe they can currently afford one
• Transfers to investment accounts among ages 25–39 tripled from 2013 to 2023
• 56% of Gen Z already own investments
• Nearly half of Gen Z investors use crypto exchanges

Our Thoughts💡: Homes used to signal adulthood, now portfolios do.

Millennials: “We just need prices to come down.”
Gen Z: “We just need Nvidia to go up.”

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Food 🥑: Something unusual is happening to food.

People don’t really ask What do I feel like eating? anymore- they ask What will this do to me? Meals are no longer being chosen for taste.

And the money explains why.

The “DIET” food market is already worth +$300 billion and heading toward $500 billion in the next 4 years.

The data part (what’s actually happening)

People aren’t just eating differently- they’re literally redefining what a “meal” is.

Nearly 39% of Gen Z have replaced coffee (umm COFFEE is life.. can you believe it??? The lengths young people are going to!) 

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The secret menu item that sells out before 10 AM + Where Chefs eat off-duty ☕️

You might think you know expensive cafés. You’ve probably paid $10 or Rs. 1000 for a latte that tasted like crap, €6 for an espresso you couldn’t even finish, £7 for a flat white that was basically just milk.

But have you ever paid $18 for a cappuccino? Eaten a $26 sandwich the size of your palm, spent $45 on breakfast… and then gone back the next day and done it again? ☕️ 

Welcome to Sant Ambroeus.

💡Vogue called it the place “Where fashion editors have breakfast”

💡Condé Nast named it one of the “World’s best hotel alternative cafés” and

💡The New York Times called it ‘An institution.’ 

12 locations across Milan, Paris, New York, LA, Aspen, and the Hamptons..  If you’re traveling this summer and you see one, that’s not a coincidence. That’s where everyone who knows goes.

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The numbers:

• An oat/almond milk cappuccino: $10-15 depending on location (nearly 3x Starbucks)
• One Tramezzino (Italian tea sandwich):$12-18 (yes, for ONE sandwich)
• A Croissant: $6-9 
• Pastries: $20 each (not per box. Per. Pastry.)
• A “quick breakfast”: Easily $40-50 per person 

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The Clientele you’ll spot:

• Milan original location: Italian families celebrating third generation of coming here
• New York Madison Avenue: Old money. Period
• Paris: Every creative director, photographer, and “IG model” who’s ever said “I’m between projects” while wearing a $1,000 Loewe sweater
• Aspen: Ski week crowds in Loro Piana and Moncler who think $50 for fried eggs is “totally normal”
• Upper East Side: Women who’ve been having the same breakfast order since 1982 and the staff still remembers their name

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