Welcome to the Term Sheet podcast! In this series, Allie Garfinkle adapts her Term Sheet newsletter in audio and video format, diving deeper into the latest news and insights on private equity, venture capital and start-ups. Every week, the show features conversations with industry leaders, insights, and a roundup of the biggest funding news.
This Billion-Dollar Soda Brand Founder Explains Why Fortune 500s Can’t Win Gen Z
Soda is one of the hardest categories to break into, where a few legacy giants dominate shelf space. Yet Poppi, the prebiotic soda company, turned a Texas farmers' market side hustle into a $1.95 billion sale to PepsiCo. On Term Sheet, Fortune's Allie Garfinkle sits down with co-founder Allison Ellsworth to unpack how she cracked the Gen Z code, how she turned three-day TikTok trends into lasting demand, and why incumbents are still struggling to win over the next generation of soda drinkers.
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26 Aug 2026
Inside Wonder's Plan to Automate Restaurants: From Robotic Kitchens to Drone Delivery | Term Sheet
An automated assembly line inside a Wonder kitchen can churn out 500 customized burrito bowls with zero order errors. This is a system CEO Marc Lore views as merely the baseline for his $9 billion food-tech enterprise. Fresh off acquiring Sweetgreen’s robotic kitchen technology, Wonder told Fortune's Allie Garfinkle it might go public early next year. Listen to Term Sheet to find out more.
4:06 — The Biggest Risk Isn’t Taking a Risk
6:16 — Why NBA Teams Could Be the Ultimate Investment
10:40 — The Billion-Dollar Bet on the Future of Food
17:37 — Inside Wonder’s Radical New Management System
22:12 — AI Could Turn Anyone Into a Restaurant Owner
24:39 — The “Infinite Bowl Machine” Is Coming
26:06 — Millions of People Could Soon Own Their Own Restaurants
28:17 — The Future of Food Delivery Is Coming From the Sky
30:43 — The M&A Mistake That Can Cost Companies Millions
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13 Aug 2026
This Mentalist Says He’s Training ChatGPT to Hypnotize People | Term Sheet
Mentalist Max Major has spent decades hypnotizing people. Now, he says he's training a ChatGPT voice model to do it too. As people turn to AI for advice, therapy, companionship, and everyday decisions, a bigger question is emerging: Could AI become persuasive enough to shape human behavior? If AI can reliably influence our decisions, the implications stretch far beyond chatbots, affecting advertising, consumer spending, investing, and financial advice. Fortune's Allie Garfinkle sits down with Max Major to explore the emerging world of AI hypnosis, why he believes it works, and what it could mean for the future of business and human decision-making.
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