🧑‍🚀 “Astronaut Wears Prada” — NASA’s Prada deal. Apple’s Siri SOS. The NHL’s Einstein. +Self-Driving Doritos

0:28This is Nick. and intimacy and just, it felt like a party, the whole LA Live show. Yeah, we just got to share this with you. I mean, one of our fans came to the show. She drew us a drawing of the podcast. We got to bring it home after we met her after the show. We had an amazing after party, but Nick and I didn't realize the underage people aren't going to be allowed into the after party. Yeah, right. There was a line of like 20 families and Nick and I did an amazing meet and greet before entering the bar where we celebrated with the rest of the crowd. Then we ran into a Yeti on the flight back to San Francisco.

0:57Just thank you, Los Angeles, for coming out. We cannot wait for the next one. Look, Nick and I record this show with no audience. When we finally get to meet you, it is just an epic treat for Nick and me. And we get to see the audience meet each other, which is extra epic. So Jack, three fantastic stories for today's T-Boy. What do we got on the pod? For our first story, Apple's Worldwide Developers Conference started yesterday. And it's got a weird theme. We're calling it SOS, Save Our Siri. For our second story, SpaceX is going public on Friday. But the biggest deal in space right now is fashion.

1:29Because NASA just partnered with Prada? And our third and final story is the Carolina Hurricanes. They're in the Stanley Cup finals thanks to one surprising person. Get this. He's a scientist who rejected a job offer from Apple to work in hockey instead. But yet he's before we hit that wonderful mix of stories. What a career pivot. Jack, I love the mix. No one else is doing that mix. Self-driving cars, self-driving food delivery robots, self-driving taxis. I'm sorry, Jack. What about self-driving Doritos? Because self-driving tractor trailers have officially hit the highways in America. That's right, and the first power user is actually Pepsi.

2:07The Wall Street Journal profiled Pepsi's 41 self-driving cars that it bought from Gallic that are on the road today. They're Isuzu trucks, but no driver, baby. Just 26 ,000 pounds of snacks and sodas going 60 miles per hour. They never eclipsed the speed limit, by the way. Now to sprinkle on some context, Pepsi's Robo Haulers have secretly been driving through Arizona, Texas, and Arkansas the last few months. And it's the first company to publicly come out as using self-driving delivery trucks. Yeah, and these Frito-Lays fleet, they got a 99 % on-time rate. Because they don't take bathroom breaks, they don't have any sick days, and they don't take snack breaks either.

2:41But we know what you're thinking. What happens if something goes wrong with one of these giant robo trucks? Well, it's kind of the perfect thing to test out self-driving tractor trailers. because first of all, if it crashes, everyone gets free food that spills out of the bag. And if it gets lost, Jack, Pepsi and Doritos never really expire in the first place. Plus, the bags have built-in protection. Airbags. Exactly, as in half that bag of Lay's potato chips is just air. And bottles of Pepsi? That's another like built-in padding situation to ease any collisions. I mean, it's basically a glorified seatbelt.

3:11And if it never arrives at all, don't worry, people don't want snacks anymore because of GLP-1s. The only Pepsi self-driving truck crashed into Who's those that affect Jack? Let's hit our three stories. 15 years before this song, two boys from the Northeast met in a dorm. They had an idea to cause a cultural storm. It's the best one yet, but the best is the norm. Jack Nick, that's it. I don't even think they need to practice. 50%, that's a fat tip. T-Boy City on your at list. If you know, you know, cause we ready to go. We can't wait no more, so just start the show.

3:47Start the show. First, a quick word from our sponsor.

3:57Monarch. Yeti's one lobster roll. No joke. 50 bucks on Nantucket. And why is that a problem, Jack? Because we're going to Nantucket this summer on a joint family T-boy trip. It's a write-off. It is expensive, but we will travel with peace of mind because our finances are organized in Monarch, despite the lobster rolls. Monarch is the personal finance app that tracks everything. Accounts, investments, savings goals, and spending. Get your first year of Monarch Core for half off, just$50 with promo code T-Boy. Monarch shows visually how much you're spending this month compared to the average month, which is really useful.

4:30So like, honestly, this month, been a doozy jack. Booked a lot of travel, but I know the future months won't be as bad after lobster roll season. You know, because Monarch showed you. Last year, you had a spike in May for travel bookings, but a dip in the summer because the travel was already paid for. You can even ask Monarch's AI assistant anything about your finances. Like, what are the key changes in my spending so far this year compared to last year? And how much was spent on lobster rolls last summer? Use code TBY at Monarch.com to get your first year of Monarch Core at half off, just$50.

5:00That's 50 % off your first year at Monarch.com with code T-Boy. Zip recruiter. Yeah, it is one thing we've never been accused of, lack of enthusiasm. As you know, we set the cruise control of this show at 10 miles per hour over the podcast speed. Well, according to CNBC, nearly half of hiring managers say enthusiasm is the most important factor when considering someone for the role. Well, if you need to hire for your business, how can you separate the candidates who are really excited about the opportunity from those that are just met? Mid-ZipRecruiter. ZipRecruiter has a new feature that quickly lets you see the most interesting qualified candidates first, so you meet the right people faster.

5:35And now you can try it for free at ziprecruiter.com slash tboy. They got the smart match and technology that finds you qualified candidates ASAP. And those candidates tell you in their own words why they're pumped about your job post. And we are enthused about that. So use ZipRecruiter and find enthusiastic talent fast. Four out of five employers who post on ZipRecruiter get a quality candidate within the first day. And now you can try it for free at ZipRecruiter.com slash tboy. That's ZipRecruiter.com slash tboy. Meet your match on ZipRecruiter.

6:08For our first story, Apple finally launched Siri AI. But funny thing, it's what Android had two years ago. You know what explains it, Nick? What? Google's favorite word is taboo at Apple, and Apple's favorite word is taboo at Google. We'll explain. But besties, before we do, first, Jack, let's whip open the calendars here. June 14th, 2024, goes down in tech infamy. What was that day. That was the day of Apple's 2024 Worldwide Developers Conference, aka WWDC24. That's when Apple tried to rename AI as Apple Intelligence. They promised us Super Siri, and Apple was the new ChatGPT. Actually, every iPhone was going to have ChatGPT natively in there within Siri's brain.

6:52But reality check, Siri, she's been less super and more. So what, Siri? Okay, every time I ask Siri to do something for me, I'd say half the time, She says, I can't do that for you. That might be personal. You don't say thank you as much as you do to Siri, Jack. It's been so bad that Apple faced a class action lawsuit. True. They have to pay money to anyone who bought an iPhone 16 or 15 because they overpromised on the AI. But yesterday, Tim Cook hosted his final WWDC and he wanted to clean up the mess before retiring in September. So we jumped to T-Boy style, watched the whole thing. And Jack, what did Timmy open with?

7:24He opened with, we know that at times you've expected more from Siri. That's a nice way to apologize for everyone's mass frustration that owns an iPhone. Yeah, that's why Jack and I are calling this week's event SOS. Save our Siri. So to make us forget past errors, Tim Cook rebranded Siri yesterday. The new Siri is called Siri AI. She got a glow up. And it's really Apple's first step into the top trend in Silicon Valley right now. We call it the butlerfication of tech. This new Siri will be able to handle dictation better. It'll also handle actions across apps within your iPhone. But also with third-party apps, right, Jack?

8:01So you can say, hey, Siri, find that photo of Nick and me on stage at the live show in LA, the one where Nick's wearing his Mighty Ducks jacket, and then send it as an iMessage to our manager, Mike. That requires like two apps right there, and Siri can handle it. Just remember to say thank you, Siri, who also happens to have more on-screen awareness. You can ask Siri, where did this celebrity take this thirst trap picture? We're curious. And Siri will say, this thirst trap taken at the secret lagoon of Instagram that you're looking at right now, it was taken in Thailand. And then there's another new Siri feature that Jack and I call Have Siri Your Way.

8:34Basically, you can control how Siri sounds. So you can change the AI assistant's accent, the pace that she speaks, and the emphasis level, too. And this whole Siri experience will live across the entire Apple ecosystem. Which is why the brand new Siri app, which will be pre-installed on everything, will be completely useful. So Siri could help you plan a mudroom renovation on your MacBook, and then you could pick right up where you left off on your iPhone. But pause the pod, Nick. Google wants a word with this announcement. Yeah, because Google's seeing all this and saying, uh, hey, Gemini, we've been doing this for two years now on Android.

9:06Which explains why Apple is actually using Gemini as its foundational model for the AI on the iPhone. That's right. Here's the plot twist. Siri AI by Gemini. It launches in beta this July and with a wide release this fall. It won't launch in Europe or China because of laws, regulations, and President Xi stuff, but they'll probably get it eventually. Now, one quick takeaway here is, instead of building an AI model for$1 trillion, like all the other hyperscalers, Apple's simply renting it for cheap from Google. And that's why, despite being two years late to the AI game, it's working for Apple's numbers.

9:40Apple's stock has actually doubled since the day that Chachapiti launched in November of 2022. So Jack, what's the takeaway for our buddies over at Apple? Apple's favorite word is the opposite of Google's favorite word. And that explains their AI strategy. You see, Yetis, every AI company is trying to one-up each other these days with how smart their model is. Now, for enterprise customers, that kind of technical arms race matters because coding is the most productive use of AI so far. But for consumers like us, we don't care how much advanced the AI is. We care how safe it is. And honestly, most consumers want AI to slow down, not speed up.

10:18In fact, Jack and I jumped in T-boy style. We compared the keynote speeches at Google's IO event two weeks ago to Apple's WWDC event from yesterday. Google said the word agent 34 times in their keynote two weeks ago. Apple said the word agent zero times yesterday. Okay, I got one more, Jack. Apple said the word privacy 20 times, we counted, yesterday, while Google said it zero times in their keynote. Google's AI is all about agentic. Apple's AI is all about privacy. You see, besties, Google is more technologically advanced, and that matters for enterprise AI. Which is what Google's going after.

10:53But Apple's is safer. And that's all that matters for consumer AI. For our second story, NASA's newest deal. It isn't with SpaceX. It's with fashion, honey. Prada, just partner with NASA, because if you ain't first, you're last. But yet, get those calendars out again, because we got a second thing for you to market. them. And it's two years from today. Not a restaurant opening, not a fourth Dune, and not Toy Story 6 either. No, no, no, no, no. Mark your calendars for the launch of Artemis 4 in two years, 2028. Early 2028 is when NASA estimates that humans will return to the moon for the first time since 1972.

11:36And the goal of this noble mission, Jack, what is it? To spend a week on the lunar South Pole and leave behind the foundation of a lunar base. I'm sorry, this is what we find fascinating, Yetis. The astronauts building the first ever moon station will be in head-to-toe Prada. One small step for man, one giant leap for blue steel. I thought you could say high heels. Because here's the news. NASA selected the Italian luxury brand yesterday, Prada, for the spacesuits of the future. I mean, Jack, this does feel like the plot of Zoolander 3. I just got to put that out there. Houston, we have a problem.

12:07Yes. Does cashmere protect you at zero gravity, UV rays, and a negative 500 degree Fahrenheit climate? Besties, Jack and I were curious. We jumped in T-boy style, and the answer is no. It doesn't protect you from that. We should point out, Prada isn't doing the entire spacesuit. That is rocket science. Yes, it is. What Prada is creating is a body-hugging inner garment with ventilation tubes that are knit in for oxygen flow. Basically, you wear smart wool for your base layer, NASA's going to wear Prada. And this thing better be sweat wicking. But it is huge, Besties, because Prada will be the first ever consumer brand with its label to land on the moon.

12:44Now, to sprinkle on some context, the luxury industry has been pulled down by gravity recently, but Prada has been a profit standout. Prada, their sales up 9 % last year, nearly 1 billion bucks in profit last year. Prada even just acquired their fanciest rival, Versace. Absolutamente. So Prada wants to hit escape velocity, and they're targeting the bucket list leisure activity of the ultra, ultra wealthy. We're talking, of course, about space tourism. I don't want to jump out of an airplane someday. No. I want to stay in a rocket ship. Just float, baby. Space tourism. It's basically the new super yacht.

13:19If you take a selfie from outer space, that's a flex. Because one trip on Virgin Galactic is going to set you back 750k. But Prada's move here, it's bigger than going after the billionaires of the future who go into outer space. Good point, Jack. Because within the fashion industry, the goal is to be the trend center. Or as one NYU business school professor put it, in luxury, it's important to be the first to do something. Or as one not business school professor put it, if you ain't first, you're last. Ah, Professor Ricky Bobby. So besties Prada, they've left Louis Vuitton, Hermes, and Burberry back on Earth as they become the first label on the moon.

13:54Although I don't think this deal excludes Calvin Klein underwear from getting into orbit. Ah, they're going straight to Mars. They got an exclusivity on Mars, Jack, or Uranus. So Jack, what's the takeaway for our buddies over at Prada? Say hello to Frontier Marketing, the official blank of space. Yeah, these Jack and I love to study business history. And before Abercrombie & Fitch was a teen popped-collar and cologne company, they sold adventure clothing. Remember 1892 on your sweatshirt? That's how long they've been around. And Abercrombie & Fitch once sponsored Charles Limburg when he was doing the first transatlantic flight on an airplane.

14:30Or how about Canada Goose? They sell$3 ,000 parkas to moms on the Upper East Side now, but they began as an expedition jacket. In the 1980s, they were the official outfitter of scientists doing government research on Antarctica. You see, besties, to become premium or enter the zeitgeist, brands got built in the extremes. These are frontier products, and consumers think if they're good enough for the air, the Arctic, or now space, they must be worth that top dollar price. And now from SpaceX's IPO to data centers in space, the galaxy is having its biggest moment since dehydrated ice cream, baby.

15:03And brands can capitalize on that by being the few curated for it. Besties, in the coming years, what is used in space will sell on Earth. I think there was a Seinfeld episode about this. Remember the pen that works in space, like upside down? If it defies gravity, it makes money. Take the pen! Take the pen! Now, a quick word from our sponsor. NetSuite by Oracle. Yet as soon a$1 billion company will be founded and have just one human employee. Because that company will be built from day one with AI. So to stay competitive with AI-native companies, your company needs NetSuite by Oracle. NetSuite is the number one AI cloud ERP trusted by over 43 ,000 businesses.

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16:18The guide is free for you to use at netsuite.com slash tboy. NetSuite.com slash T-B-O-Y. Biro Premium Non-Alcoholic Beer. All right, Yeti, it's a little behind the scenes here. Before our New York City live show back in April, Jack and I went sober for two weeks. True story. Couldn't risk getting sick. I didn't want to be groggy. I couldn't afford a hangover. It was New York, baby. Okay, but Jack, celebrating the wins is what we do. And so for our live shows, we crack open something special. So we drank Biro, the premium non-alcoholic beer brand co-founded by Tom Holland. Yeah, I actually first saw it at my grocery store.

16:53Delicious tastes like a celebration. Feels fantastic and looks legit. More on the looks in a sec. And if it's good enough for the actor who played Spider-Man, it's good enough for us. You see, it pairs well with a pickleball game, a profitable earnings report, or with the best podcast. So, Yetis, if you want to celebrate the ruins with all the taste of a premium lager or IPA, but none of the alcohol, there's no better choice than Bureau. Okay, pause the pod. Did we mention the can is straight up gold? This thing will stand out at every one of your next parties. Trust us, we've done it. Only beer we know that actually upgrades the scene like a promotion.

17:27So, Basties, if there's a win you're celebrating every day, Bureau is the non-alcoholic brew brand you gotta bring. So use code T-Boy for 20 % off your first order at BureauBrewing.com. For our third and final story, the NHL Finals showcase the team from Las Vegas and the team that counts cards. Because the Carolina Hurricanes best player is a nerd that big tech would kill for. Whip open your calendars again. Because there is an absolutely absurd lineup of sporting events this week. You got the NHL and the NBA finals. Both of them. You have the World Fricking Cup in the US, Canada, and Mexico.

18:06And it finishes this Saturday with the UFC's octagon on the White House front lawn. There are basically eight facets to this sports-a-palooza, and it ends with the octagon. We're covering a different sport each day this week on the pod because of it. And naturally, we are starting with the greatest sport of all sports. We're starting with hockey. Yet he's game four at the NHL Finals is tonight. Yet the Las Vegas Golden Knights, who are leading the Carolina Hurricanes 2-1 so far. But Jack and I, when we talk hockey, we want to talk personnel. Right, Jack? Not the guys in skates, though. The guy in the suit.

18:37That's right. We're talking about Eric Tolsky, the Ivy League scientist who turned NHL general manager. Because this guy is Billy Bean, but with a full cup of ice. He's the Einstein of Zambonis, and he has pulled off the ultimate career pivot. Now, if the coach of a sport deals with the day-to-day, the GM deals with the big picture. He or she is the one with the long-term vision. And Eric Tulski's long-term vision is to challenge the assumptions of hockey with data. What you learn from a young age in hockey is the dump-in. When you cross the red line, you're supposed to shoot the puck into the corner of the opposing team's zone so you can then forecheck them.

19:12The dump-in sounds inappropriate, but it's not. No, it's encouraged, but Eric Tolsky used his bachelor's degree from Harvard and a PhD from Berkeley to disprove that theory we had all been taught. He actually found that you're twice as likely to score if you let the puck handler skate across the blue with the puck instead of shoot the puck across the blue line. That was a huge revelation for the hockey industry. I mean, any strategy change that doubles your chance of scoring, that's revolutionary. But back to our boy, Eric. He had a job offer after he got his PhD to work at Apple as a scientist, but instead he applied to work in sports.

19:49Another shocker. It was like Satya Nadella quitting the cloud to go run the offense for the Kansas City Chiefs. His thesis about entering the scoring zone, plus his similarities to the character played by Jonah Hill in Moneyball. That helped Eric get a job at the Carolina Hurricanes Hockey Club in 2013 and eventually become general manager. But that's when things got interesting. Because Jack, Tolsky had the hockey knowledge and a chemistry PhD, but he was missing one thing, right, man? And he hired to find that one thing. And now he's in the Stanley Cup Finals. So Jack, what's the takeaway for our buddies wondering how hockey relates to their career?

20:22It's the 70-70-70 rule of excellence. But you can hire one of those 70s. Yetis, remember back in January, Jack and I did a story about Warren Buffett's intense reading. About how Warren Buffett would read so many books. And if you read three books, you could become 99th percentile in something. For example, I read the book about the Brooklyn Bridge. It took me like a year. And as a result, I know more than 70 % of people about building a suspension bridge. We were there for your journey and we loved it, Jack. But if you have three 70th percentiles that overlap into one thing, you are 99th percentile in that overlapping thing.

20:59Our takeaway back then, read lots of books because you'll become 99th percentile of knowledge in something that will shape your career. And the more books you read, the more likely you are to have an overlap that's 99th percentile and you become the expert in it. For Eric Tolsky of the Carolina Hurricanes, he was more than 70th percentile knowledge in hockey and more than 70th percentile knowledge in chemistry. But he needed one more 70th percentile to get to the Stanley Cup finals. That's right. He needed someone studying autonomous driving and who had a really good sense of data analysis. So he searched Canadian universities to find a data scientist who would work for their hockey team.

21:33Because he figured a Canadian PhD student was more likely to be interested in hockey than an American PhD student. And not insult the entire sport, Jack. I'm sorry. I really shouldn't have done that. I'm sorry. Well, he found that guy at McGill University and got this team to fund that guy's PhD thesis on self-driving cars. We repeat, the Carolina Hurricanes financed some random dude's PhD thesis. Because in 2024, after that random dude graduated, the Hurricanes hired him. and he's been analyzing data for the team ever since. And now Carolina is in the NHL finals. It's a lesson to anyone trying to build something or stand out.

22:11You can become 99th percentile on something if you overlap 370th percentiles. But you can hire one of the 70ths too. Jack, could you all whip up the takeaways for T-Boy Tuesday? Apple announced Siri AI, basically the AI-powered Super Siri we were promised two years ago. But Google's favorite AI word is agentic, while Apple's favorite AI word is privacy. For our second story, Prada will create the base layer undergarments of NASA astronauts who go to the moon in two years. It's frontier marketing. What's good enough for us up there will sell big down here. And our third and final story is the Carolina Hurricanes.

22:48They're led by a former scientist who turned down a job at Apple. Remember the 70th percentile rule of excellence. Eric Tolsky had two 70s, so he hired the third to become 99th. But besties, this pod's not over yet. Here's what else you need to know today. First, OpenAI has filed confidentially to IPO the same week as SpaceX is also IPOing. We assume Sam's going to drop the S1 on Thursday to try to ruin Elon's IPO party on Friday. Nothing like a little finance catfight over there, Jack. This is insane. The two biggest IPOs of all time are going to happen like the same month. Oh, and Jack, if Anthropic lists as well, that would be the three biggest IPOs of all time in the same month.

23:29Now, some fear that this could mark the top of the bubble, all these giants racing to IPO, but either way, we're going to have some interesting episodes on the show. Oh, speaking of IPOs, want another IPO? Well, Bending Spoons also just filed to go public yesterday. This is an Italian tech company. Yeah, there is such a thing. And they've been buying up has-been U.S. tech brands for years. Italians don't just make fancy moon gear these days. Vending Spoons owns AOL, Eventbrite, Evernote, and Vimeo, and now they're looking for a$20 billion stock market valuation. So besties, we'll cover that IPO when it hits the stock market later this year.

24:05And finally, a World Cup update on Bottlegate. FIFA has reversed their ban on fans bringing in outside water bottles to the stadium. To sprinkle on some context, in what appeared to be another bladed money grab, FIFA had insisted that you buy water at all the games. You couldn't bring your own water. Temperatures are going to be very hot. And yet FIFA's making you buy an$8 Dasani to hydrate. So after immense outrage from hydration communities, it relented. You can now bring one bottle, but it's got to be a soft one. Now time for the best fact yet. This one sent in by David Risher, CEO of Lyft, who we've interviewed on the pod.

24:41Yesterday, we did an ice cream story on salt and straw trying to sell for $200 million. Well, David, as CEO of Lyft, has some really interesting data, particularly about ice cream. Their data team discovered that when the temperature hits 60 degrees in New York City, lift rides to ice cream shops increase by one and a half X. And in Toronto, when temperatures hit 60 degrees, lift rides to ice cream shops double. They're up 2X. But I bet when temperatures hit 100 degrees, ice cream visits drop because that's too hot. It's going to melt all over you. Yetis, you look fantastic for T-Boy Tuesday. Jack, Jack, you are glowing over there.

25:18Siri, are you still with us? I'm telling you, half the time she's just said, I can't do what you just asked. It's like you can't do it or you won't do it. Besties, if you've got a buddy who'd wear Prada on the moon, send him today's pod and ask him HYH-TBOY. Have you heard the best one yet?

25:39And before we go, a happy birthday to Yeti Darren P, who came to our live show with her best friend, Heather, and is having a baby in lovely Los Angeles. Happy birthday to Elisa Ellick, who's just got one more birthday left in her 20s, celebrating in Ann Arbor, Michigan. Go Blue. And Jack Ankema is celebrating the best birthday yet just outside Boston. Happy birthday to Nancy Benedettini, who got her whole family onto T-Boy over in Michigan. And Elias Valenzuela is turning 17 years old. Happy birthday in Des Moines, Iowa. Happy birthday to Deepom Jane from India, but living in San Francisco. And Dylan Lester and Natalie Wiggins are from San Francisco, have their one-year anniversary from the wedding in Sonoma.

26:16Happy three years together to Winnie and Justin. Happy anniversary in New York City. And a shout out to Olasheni, a Yeti I ran into in San Francisco. Incredible story. Thank you for your military service. A JDMBA who's crushing it out there. Wonderful to have you as a Yeti man. Congratulations to Martha Elena Morales, the honoree for the Philadelphia Business Journal's 40 Under 40 list. And a special shout out to Hadley Glennon, who was at our LA Live show and just graduated from fifth grade. And Otto Steiger, also at a live show. She was the fifth grader who was up on stage. I think she whipped up the takeaways with you, Nick.

26:50And she stuck the landing. And to anyone else celebrating something today, make it a T-boy. Celebrate the wins.

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