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The live consumer business news show, hosted by @sammicohentalks & @alaina_hartley. Streaming live at 11am PT Tue/Wed/Thu. Our free newsletter:

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Netflix Hits a Wall, Spotify Launches Paid Podcasts, Longchamp’s $165 Bag Wins Gen Z https://t.co/ac4fYTGvmD

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@KylieJenner walked the @VictoriasSecret runway in a $50M Fantasy Bra, the first Fantasy Bra on the runway since 2018. Fans loved it, critics hated it. Victoria’s Secret wins. Via CNN.

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Tomorrow at 11am PT: Fortune MPW, Sweet Loren's, Tolan, Oat Haus, + more.
@Ellie_Austin_ @SweetLorens @quintendf

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10/20: Victoria’s Secret Is Back, Patrick Ta Sues CVS, & Musk Gives Every Kid a SpaceX Share https://t.co/evIp0DxSXX

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@FDavidsonT (Founder & CEO of @Odessia) on building a vertical AI agent for travel, the points-hacking feature coming next week, and why one in three hotel rooms sits empty.

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@Runwayml priced unlimited AI video at $95 a month and figured no one could blow through it – but they were proven wrong. COO Michelle Kwon on why the technology took off and how AI companies are adapting. Full interview on YouTube.

@MiSunKw

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Tomorrow on SCN 👀

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@chilis sent @Snooki to Florence, Kentucky, Rome, Georgia, and Venice, Florida to launch its chicken parm Big Crispy. Via MediaPost.

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Galderma, the owner of Cetaphil and Dysport, is buying ZO Skin Health for $1.5B. ZO grew from about $140M to $330M in sales selling only through doctor’s offices and med spas. Via WSJ.

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Katrin Kaurov & Aleksandra Medina on Why Money Is Behind Every Life Decision

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Your commerce data shouldn’t require ten open tabs and a daily detective investigation. Triple Whale brings it together, and its AI operator Moby helps turn those insights into action. This episode was brought to you by Triple Whale, the AI operating system for commerce. #TripleWhalePartner.

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Gagan Biyani (Founder & CEO of the Horowitz Andreessen Academy) on why education needs a rebuild, proof-of-work admissions instead of essays, and how a 50-student founding class could scale. Early applications are due November 5.

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Starbucks made creator Paige Paul the star of its protein cold foam ad, and it got 150K+ likes in about a day. Creators aren’t just posting for brands anymore. Via Instagram.

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51% of beauty buyers have bought a dupe. A judge dismissed Sol de Janeiro’s main packaging claim against MCoBeauty, though a claim over MCoBeauty’s site search survives. Via Beauty Independent.

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10/15: FDA Approves Salt Swaps, Veronica Beard Hits $400M, Chipotle Launches a Designer-Style Bag https://t.co/njK8xJBo9J

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@FDavidsonT So excited for this official launch! 👀

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10/14: Creators Are the New Ad Stars, Black Friday Starts in October, Siri Moves Into Your Kitchen https://t.co/VkrBOFlzID

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Live at 11am PT tomorrow 🚀

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10/13: Bumble’s $1.3B Public Breakup, SBUX (Allegedly) Isn’t Buying CMG, TikTok Shop Beauty Stalls https://t.co/TnIW8OKJcS