Pinterest Thinks It’s Bigger Than ChatGPT 🤯📌

Biz Analyst Club Newsletter

by The Business Model Analyst

Hello, Biz Enthusiasts!
This week, Chipotle sees a $28B burrito-flavored future, Pinterest picks a fight with ChatGPT, and Aurora’s robot trucks are driving more than humans (and don’t need bathroom breaks). Meanwhile, WhatsApp gets ghosted in Russia, and Instagram’s boss says addiction isn’t real (but… kinda said it was before). And don’t miss the grocery store that sells vibes, not food. 🥭💭
Let’s dig in. 🚀

Hot Takes 🚀

1. Pinterest Says It’s Bigger Than ChatGPT (Search-Wise) 🤔📌
CEO Bill Ready claims Pinterest sees 80B monthly searches—more than ChatGPT’s 75B. Bold flex. But ad revenue missed the mark, even with a record 619M users. Planning inspiration? Yes. Ad conversion? Still a WIP.
👉 Can Pinterest turn dreams into dollars?

2. Chipotle Sees a $28 Billion Opportunity 🌯📈
The Tex-Mex titan plans to expand from 4K to 7K stores in North America, targeting $4M in average yearly sales per location. That adds up to a spicy $28B in potential revenue. Their secret sauce? Drive-thrus, tech upgrades, and an ambitious leadership team hungry for growth—literally.
👉 See why burritos could fuel Chipotle’s next boom

3. Aurora’s Robot Trucks Just Lapped Human Drivers 🚛🤖
Driverless trucks from Aurora now complete a 1,000-mile route in 15 hours—faster than legally allowed human drivers. Uber Freight and FedEx are already onboard. The company made $3M in 2025 but burned $816M doing it. Still, who needs profits when you’ve got superhuman trucks?
👉 See why Aurora’s trucks are driving into the future

4. WhatsApp Blocked in Russia. Meet "Max" 📵🕵️‍♂️
WhatsApp and Telegram are suddenly inaccessible in Russia, and users are being nudged toward "Max"—a WeChat-style app that shares your data with the government. Encryption? Nope. Freedom? Also nope. Orwell would be proud.
👉 Learn how Russia erased WhatsApp overnight

5. Instagram Boss Says Social Media Addiction Isn’t Real 🤳🙄
During a major trial, Instagram’s Adam Mosseri denied that users can be clinically addicted to social media. But wait—didn’t he use the word “addiction” himself in an old podcast? He says he was just being “casual.” You know, the way people casually develop scrolling problems.
👉 See what Mosseri said under oath

Quick Hits 📰

• 🛒 McDonald’s Sold 50M Pairs of Socks?!
  The Grinch Meal promo didn’t just boost sales—it made them the world’s top sock seller for a week.
  👉 Find out why McDonald’s just had its best sales day ever

• 🏥 Healthcare Now Dominates U.S. Hiring
  130K jobs added in January—nearly all from healthcare. Retail and finance? Not so hot.
  👉 See how America’s job market is going full nurse mode

• 📉 EU Trade Is Struggling Hard
  U.S. tariffs and Chinese competition are crushing European exports. Machinery sales are taking the worst hit.
  👉 Why Europe’s trade surplus is disappearing

• 💊 Eli Lilly Stockpiles $1.5B of Weight-Loss Pills
  Ahead of FDA approval, Lilly has warehouses full of orforglipron. That’s confidence.
  👉 What this means for the $ weight-loss wars

• 🎥 Olympic Drones Are Changing the Game
  New drone cams are letting fans see events like ski jumps from the athlete’s POV. Total game-changer.
  👉 See the tech flying over the Winter Olympics

• 🧼 L’Oreal Stays Winning in Beauty
  With $52B in sales, L’Oreal’s beating rivals like Estee Lauder and snapping up premium brands.
  👉 How L’Oreal is staying fabulous—and profitable

• ✈️ Spirit Airlines Recalls 500 Flight Attendants
  They sold 20 planes—but called back 500 crew members before spring break. Financial recovery in progress.
  👉 Can Spirit stay airborne in 2026?

• 🚖 WeRide Uses AI to Cut Robotaxi Costs
  The Chinese firm slashed training costs by 75% using an in-house AI simulator called Genesis.
  👉 How AI is driving WeRide closer to profit

• 🍓 NYC Grocery Store Sells Vibes, Not Food
  Happier Grocery is a SoHo hotspot with a reading room, beehives, and $14 smoothies. Food is optional.
  👉 Step inside the grocery store that’s more club than shop

• 💡 This Startup Scaled Without Hiring
  Abacum raised $100M and tripled revenue—while keeping headcount flat. No new hires, just sharper execution.
  👉 Why “don’t hire” might be the boldest move
  

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