“Chipotle is an internet-first burrito factory” — Netflix’s hoarding strategy. AT&T’s triple-whammy. Chipotle’s eLeadership.

Summary: Netflix’s corona-conomy subscriber surge wasn’t a surprise — what shocked us was how much (and whether it can last). AT&T’s earnings report confirms our Snacks takeaway from a month ago: It’s facing a triple-whammy of accelerating trends. And while the restaurant industry is hit hard, Chipotle’s CEO made moves that popped the stock 12% Wednesday. Learn more about your ad choices. Visit podcastchoices.com/adchoices