👠 “Devil Wears Zara” — Miranda Priestly’s sellout. Eli Lilly’s GLP win. Disney’s AI Prompt Pressure. +Venmo4sale

0:28This is Nick. and the edible moss. I had to take a tap out break for a few minutes. I hope you buy now and pay later to that thing. I haven't eaten in three days, but we've got three fantastic stories. So may the fourth be with you. And Jack, let's hit our three stories. What do we got on the pod? For our first story, today is the biggest day of the year for fashion. The Devil Wears Prada 2 and the Met Gala. But one of them is sold out. The other is a sellout. For our second story, according to the data, someone you texted today uses GLP-1 weight loss drugs. Ozempic's having a second revolution, but it's actually not Ozempic at all.

1:03And our third and final story, streaks, leaderboards, max badges. The new rule, if you work at Disney, you better use AI. And it's all part of a new thing at work. Prepare for prompt pressure. But yet is before we hit that wonderful mix of stories. Okay, Tinkerbell, love the mix of stories today. What a mix, Jack. Few brands define the millennial post-college experience quite like Venmo. Vezzie's if you haven't Venmo'd an avocado toast after a soul cycle and you're all birds Well are you even 35? Emoja or it didn't happen But yet he's while Venmo did become a verb Venmo has lost its mojo So last week we shared the news with you that PayPal is separating off the Venmo business probably to sell it And so we asked you who should buy Venmo And we got so many suggestions we're sharing them here We got so many ideas we gotta share these what do we got Jack?

1:52Apple should buy Venmo To make Apple pay a peer-to-peer profit puppy JP Morgan. Kill Zell, save Venmo. Starbucks. Faster Venmo for your Frappuccino. Amazon. It's quicker than a one-click checkout. How about The Gap? No cashier. Venmo from the dressing room. Uber. Finally become a super app. The Olive Garden. You can pre-split the meal with six buddies right now. Zillow. You can link a lot faster to Venmo for that condo. TikTok. To send cash to your favorite creator. And DoorDash. Venmo a burrito emoji, get a burrito delivery. Wonderful ideas, Yetis, but honestly, we think Elon Musk or Larry Ellison's Nepo CEO son is going to end up buying Venmo.

2:29Unless Mr. Beast buys Venmo just for the YouTube video, Jack. Just for the likes. Your move, Oprah. Your move. Who's going to Venmo for Venmo, Jack? Let's hit our three stories. 15 years before this song, two boys from the Northeast met in the 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.

3:04Start the show. First, a quick word from our sponsor.

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4:25Today, we're talking about how you don't have to earn more when you can save more. Okay, so you brought me this stat. T-Mobile customers had the lowest wireless bills versus Verizon and AT &T over the past five years. That seems surprising. Surprising, but true. Which honestly is what people need right now. Affordable wireless service isn't a perk. It's a difference. Savings based on HarrisX billing snapshots from Q321 to Q425 compared to AT &T and Verizon, excluding discounts, credits, and optional charges. For more details, see HarrisX.com slash T-Mobile dash savings.

4:58For our first story, by all means, Jack, move at a glacial pace. Because The Devil Wears Prada 2 had a great opening weekend, and the real-life equivalent, the Met Gala, is tonight. One is selling out, though. The other is just a sellout. We'll explain why. Yes, we will. But yet, he's a funny thing Jack and I noticed recently, getting a lot of sequels of classic movies finally arriving 20 years later. Sequels we've been dying for and waiting for, but then when they arrive, we're super disappointed by them. It's like the 20-year rule of nostalgia at the box office. It got Zoolander 2, Super Troopers 2, Happy Gilmore, yeah, 2.

5:34They all kind of stunk, though. Oh, Fast and the Furious 48? Yeah, also kind of stunk. Now, we haven't seen The Devil Wears Prada 2 yet, but 20 years later, the box office numbers suggest this one doesn't stink. Gird your loins, besties, because the plot of The Devil Wears Prada 2 actually focuses on the demise of print journalism. So Nick, this could be a thoughtful, clever, timely sequel that we've been waiting 20 years for. The Devil Wears Prada 2 could be worthy of wearing cerulean blue. The movie has the same cast, director, and screenwriter as the original movie. And guess what? It's already beat the original movie at the box office in just the first weekend.

6:10Plus, what about the latest boss move from our buddy Meryl Streep? Meryl Streep, who has the most Oscars of all time, by the way. Great fact. refused to do this sequel unless the studio paid her double what they paid her from the original. Stanley Tucci spat out his capris when he heard that one. Moran LaPriessly would approve of that kind of contract negotiation. Yes, she would, but she would probably not approve of the gaudy product placements of The Devil Wears Prada 2. Because is this The Devil Wears Prada, or is it The Devil Wears Zara, Neutrogena, and drinks Coca-Cola? You see, Eddie, the Devil Wears Product 2, produced by Disney, is guilty of something called SpawnCon.

6:47SpawnCon, sponsored content. And there was way too much of it in this movie. You see, they were determined to make not just box office revenue, but also in-film product placement revenue and out-of-film collab revenue. What brands partnered with the Devil Wears Product 2? What brands didn't partner with the Devil Wears Product 2? All right, let's move out the whiteboard. You got L 'Oreal, Smart Water, Diet Coke, Starbucks, Samsung, Tresemme, Javayana's Grey Goose, Google, Mercedes, Tiffany, Dior, Valentino, Walmart, and Old Navy. Just for the record, we did not speed up that audio. That was Nick's actual speed.

7:17But you forgot Tweezerman, the tweezer company. They have a Double Wears Prada 2 nail clipper on sale right now. We couldn't make this up. In fact, if you sprinkle on more context, product placements are all-time high in right now. The latest season of Stranger Things on Netflix actually had 140 paid product placements. We repeat, Netflix brought in$25 million in product placements in revenue for just that one TV show. But pause the pod, Nick. This is interesting. The movie sold out as much as possible with all those product placements. It was tough to watch. And yet, it was still a sellout at the box office.

7:50But Jack, there's also a real-life version of Miranda Priestly, we should point out. And her name is Anna Wintour. Anna Wintour, the editor-in-chief of Vogue magazine until just last year. In fact, the cover of this month's Vogue magazine arriving on your doorstep right now hypes the movie with this concept, When Miranda Met Anna. It's the cover of the magazine right now. It's Anna Wintour sitting beside Meryl Streep, photographed by famous photographer Annie Leibovitz. What we're saying, besties, is the fictional Miranda Priestly and the real Miranda Priestly are on the real runway magazine, Vogue, captured by the best photographer in the world.

8:25Life imitates art. Well, the movie and the real subject of the movie are together right now. But besties, this is what we find fascinating. Despite what feels like a perfect storm of hype, the Met Gala is not sold out this year as of this recording. And not even the most precocious assistant of Anna Wintour can fix this problem. No hat to hate here, baby. Florals for spring groundbreaking. So Jack, what's a takeaway for our buddies over at the Met Gala and the Devil Wears Prada 2? Selling out for fiction, is different than selling out in reality. Ah, the Met Gala Yetis. It is a fundraiser for the Metropolitan Museum of Arts Costume Institute in New York City, hosted since 1995 by the legendary Anna Wintour.

9:08It's become the Super Bowl for the fashion industry. And it's tonight. It's always the first Monday in May. And Anna Wintour of Vogue is the grandmaster. She's in charge of the invite list and the seating charts for these$75 ,000 a seat tickets. She's still in charge of the Met Gala despite stepping down last year from Vogue magazine. Okay, but Jack, this year, Jeff Bezos and his new wife, Lauren Sanchez, they are the honorary co-chairs. And with a controversial billionaire at the top of the ticket, this event has switched this year from aspiration to political association. And according to insiders, for the very first time, the demand just isn't there to attend as a result.

9:44For the first time, the Met Gala, usually the hottest ticket in town, easily selling for$75 ,000 tickets, had to drop the prices to fill the seats. So what's going on here? Well, to the fashion world, it feels like the Met Gala is selling out, which is why it is not sold out. Selling out with commercialization, that's fine in fiction. It's a movie everybody's in on the plot. Okay, but Jack, it's different in reality. Selling out in reality is just selling out. For our second story, it's a potential gigacorn. Two major breakthroughs for GLP-1s are about to make it the most popular drug of all time.

10:20And with America's Eli Lilly dominating, we're about to get the next$1 trillion company. Yeah, he's like, here's the deal. Ozempic? Man, has that been a great source of content for this podcast, right, Jack? Last week, we covered the surprise side effect. Ozempic bad breath. Oh, and the surprise side effect to that surprise side effect, Jack. The booming sales of mint flavored chewing gum. Yeah, we did the whole story last week. Hershey's chewing gum sales are up 8 % because of bad ozempic breath. How about this, Nick? A new UCSF study finds that GLP-1 drugs can lead to hair loss. Are we going to see a boost in Rogaine pretty soon, Jack?

10:55Airlines have lower fuel costs because of these weight loss drugs. Doritos have fewer customers because of them. And last week, we got another surprise report. Jack, buddy of ours, is using GLP-1, the very first buddy. At your 19-course meal. One of your buddies had to like manufacture his cravings. I'll have his duck. Just pass it over here, please. And that's actually the first friend or family member of Nick's or mine that has told us that they use GLP-1 for weight loss. So Jack and I jumped in T-boy style to the data about how widespread GLP-1 use is in America and leads to this bold claim.

11:29Is this the most popular drug of all time? Not of right now, of all time besties. To answer that question, we're looking at three sources of data. Current data, future data, and financial data. You see, the current data comes from an October 2025 Gallup survey, where they asked people, basically, whether they use a GLP-1. And 12 % of Americans said yes. One out of eight of us. That's twice as many as the same survey the year before. 15 % of women and 9 % of men, yeah, they are using GLP-1s right now. And by the way, Gen X and Boomers are the biggest users at about 20 % each. And 37 % of us have a friend or family member using one of these weight loss drugs.

12:06But Nick, all that data is hugely out of date. Good point. Because since that survey was taken, two huge breakthroughs have happened in this industry. All right, whip it up. We got breakthrough number one, the pill. Instead of a syringe, you can now take JLP1s as a pill. You know, needles are scary. We all get it. Breakthrough number two is the price. Because when these drugs came out back in 2022, you were looking at a $1 ,000 a month. That's a luxury item, baby. But today, Amazon's One Medical, Eli Lilly, and Novo, they each offer GLP-1s as low as$25 a month with insurance. What we're saying, Basties, is Ozepic has gone from a Louis Vuitton store price to a Walmart shelf price.

12:43In just three years, GLP-1s have dropped in price from an expensive car lease to a Netflix subscription. So the pill and the price are convenience and affordability shifts that will massively boost use. So 12 % of us use, according to that survey. Okay. 37 % of us know someone who uses, but those data are out of date. So now Jack and I are thinking we'll need new data a year from now to find out if this is really the most popular drug of all time. We think it will be. But right now we're jumping into the financial data, T-boy style. Sorry, Advil. Sorry, Tylenol. So Jack, what's the takeaway for our buddies over?

13:20Ain't no Zempick. Eli Lilly is the next$1 trillion company because your weight loss is their profit gain. Yetis, the most famous GLP-1 brand is Ozempic and Wagavi, invented by Europe's Novo Nordisk. Wagovi, maybe it's Wagovi, I don't know. But those are no longer the number one weight loss drugs, are they, Jack? No, the top selling weight loss brands now are Munjaro and Zepbound. And Eli Lilly is the maker of those two, based in Indiana, and they just announced bombshell earnings last week, the stock jumped 10%. They're running away with this race like an Indy car. Yeah. Eli Lilly now owns 60 % of the GLP-1 market in America to Novo Nordisk's 39.

13:58Get this, Eli Lilly's revenue rose 56 % last quarter. They're putting up NVIDIA numbers. Indianapolis is now home to a company worth$913 billion, which is three times more valuable than it was three years ago. Because besties Eli Lilly has done the blocking and the tackling of pharmaceuticals better than Europe's Novo Nordisk did. They've gotten insurance to cover the drugs. they've scaled production of the drugs, and they're nailing the marketing of the drugs. So Eli Lilly, yeah, it's the next$1 trillion company. Not a$1 billion unicorn, a$1 trillion gigacorn. If Batman asks Rachel, where are the drugs?

14:33The answer is with Eli Lilly. They're in Indiana because our weight loss is their profit gain. Now a quick word from our sponsor. Dell. Yeti's Dell PCs with Intel inside are built for the moments that matter. For the moments you plan and the ones you don't. Yeah, built for the busy days that turn into all night order food at 2 a.m. study sessions. You know them. The moment you're working from a cafe and realize every outlet is taken. And the times you're deep in your flow and the absolute last thing you need is an auto update thrown off your momentum. That's why Dell builds tech that adapts to the way that you actually work.

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15:48combined with diet and exercise. Plus, Wagovi is the first ever GLP-1 pill for weight loss, so there are no needles needed. You see, it's extremely hard for me to eat some Doritos without eating the entire bag, but if I were on GLP-1s, it would kill that craving, wouldn't it, Nick? That's right. So through HIMSS, everything happens online. You'll connect with a licensed provider who will determine if your treatment is right for you. If prescribed, your medication is delivered right to your door, no insurance necessary. So besties ready to reach your goals, visit hims.com slash tboy to get a personalized, affordable plan that gets you.

16:18That's h-i-m-s.com slash t-b-o-y. Hims.com slash tboy. Weight loss by HIMS is not available in all 50 states. Wagovi is the registered trademark of Novo Nordisk AS. To get started and learn more, including important safety information, Wagovi clinical study information and restrictions, visit hims.com. For our third and final story to kick off your week, Disney's latest product is a game. Not for consumers, though. It's for their employees to encourage them to use AI. It's the future trend coming to your office. We call it prompt pressure. Oh, Yetis, last week we were telling you all about Techapalooza, weren't we, Jack?

16:57Five fantastically behemoth big tech companies announced their earnings. Yeah, the fantastic five. Apple, Amazon, Google, Meta, Microsoft, all back-to-back, baby. And the number one theme of those five earnings reports was CapEx. In fact, 10 tech companies alone will spend a combined$1 trillion on data centers this year. Ah, capital expenditures. And all that spending from AI scalers is revenue for chip and infrastructure companies. That's when Nick and I realized that Zuck and his techie friends are spending more on AI than any project in world history. But yet here's what Jack and I just cannot get out of our heads.

17:31If you really want to understand big tech's AI splurge, look, surprisingly, at Disney. Because the Disney office has become AI gone wild. You see, Eddies, there is no cooler job title on LinkedIn, in our opinion, than Imagineer. Imagineer is a real job that Walt Disney has had since the beginning. Basically, it's like Tinkerbell's your boss over at Disney. But from the animators to the ad sales, from the engineers to the Imagineers, Disney's been asking them, have you used AI today? In fact, Disney so badly wants employees to use AI, they're now implementing wild gamification tactics we have not seen anywhere else.

18:07First, Disney has employee streaks. Disney is tracking how many days in a row you are using their AI tools if you work there. Like Duolingo or Snapchat, but internally. 12 % of Disney employees now have 10-day streaks going on AI. As of the recording of this pod, but it's not just streaks. There's also public leaderboards. So that everyone can see how you measure up with your AI using streaks. Wow, Carol from Accounting used ChatGPT every single day since January 2025, Nick. Oh, but it's not just leaderboards, is it, Jack? It's also the badges. As you hit AI use milestones, Disney will give you an AI award for everyone to see.

18:43Jack looks like Frank and Finance got a Maximum Vibes sticker because he's been on Claude for eight hours today. It's Disney's version of Flair from Office Space. Now, Disney's not requiring employees to use AI yet, but it's spent a lot of money on enterprise chat GPT subscriptions that it wants to pay off. So Disney is strongly encouraging you to use all of that AI. Just like the mafia encourages you to grant me that waste management contract. Yeah, basically Moana's going up to employees and being like, hey Brad, you use up all your tokens this week or what? Managers are micromanaging employees to encourage them to use their AI tools.

19:19Add it all up, Yetis, and right now, Mickey's encouraging AI with smiles. Soon, they'll be enforcing it with spankings. So Jack, what's the magical takeaway for our buddies over at Disney AI? High school had peer pressure. The office now has prompt pressure. Yetis, some companies are fully anti-AI. Many are agnostic to AI, and some are encouraging you to use AI. But increasingly, AI isn't just encouraged by your boss. It's required. Get this, at my wife's venture capital firm, they're given a$1 ,000 budget each month to use AI, and they have to use that budget. They figure, why have one Molly when we can potentially have the equivalent of two Mollies if she uses AI?

19:57And they know what it'll cost. And now at Disney, we're seeing streaks, leaderboards, badges, pressure for them to use AI. We call this prompt pressure. It's like peer pressure, but the pressure to use AI and to prompt away your job. And Jack and I think it'll become increasingly common as companies want higher productivity as a result of their big investments and artificial intelligence. No matter what your company policy, we suggest you prepare for prompt pressure. Jack, could you whip up the takeaways for us to kick off the week? The Devil Wears Prada 2 did well at the box office, but the real life version of the Met Gala isn't.

20:30You see, they're selling out in fiction and then they're selling out in real life. So one of them is sold out and the other one sold out. Right. For our second story, Eli Lilly is America's king of weight loss as it now owns 60 % of the GLP-1 market. It's the form factor of the pill and the lower price that'll make this the most popular drug of all time. And our third and final story is Disney. They're gamifying employees to maximize their use of AI. We call it prompt pressure, because Carol from accounting, she's just crushing that streak right now, Jack. You see her on Claude? But besties, this pod's not over yet.

21:02Here's what else you need to know today. First, over at Uber's product day last week, they announced hotel bookings on the Uber app. Stock in Expedia and Airbnb fell on word that Uber is entering the hotel game. Uber trying to become a super app for travel in every possible way. In addition to Uber rides and Uber bikes and Uber food delivery, they have Uber skiing, Uber chauffeur, Uber task rabbit, basically, Uber flying taxi. Basically, Uber's big bets are all super. It's funny, Uber became a verb, but now I'm like confused what Uber means. And second, Roblox stock tanked last week as the gaming platform lost 12 million users in three months.

21:43What's going on? Well, Roblox tried to become the first company on the internet to strictly enforce a minimum age. You have to be 13 years old to use Roblox, so they now make you confirm your age by making you take a selfie video, and then they guess your age based on your face in that selfie video. 12 million users last quarter were too young. So we appreciate Roblox trying to take age-gating seriously. It's too bad it hurt the stock and got them 12 million people who are apparently 12 or under. And finally, sign of the times, one San Francisco man is selling his home in exchange for only pre-IPO Anthropic stock.

22:18The house is 13 acres in beautiful Mill Valley, but instead of cash, he's asking for Anthropic stock. All he wants is stock in the fastest growing major AI company before they go public. That's who he'll sell the house to. Apparently the buyer is a VC or an early employee in Anthropic. So enjoy the open house this week, which we assume is just anthropic employees. Now time for the best fact yet, which because it's Monday means some T-boy trivia. What do we got, Jack? This past weekend, Berkshire Hathaway held their annual shareholder meeting in Omaha, Nebraska. Jack and I call it the Coachella for capitalism and this was the very first one without Warren Buffett as CEO.

22:55But trivia, if you had invested$10 ,000 in Berkshire Hathaway when Warren Buffett had just become CEO 61 years ago, how much would that$10 ,000 be worth today? Well, pause the pod, drop your answer in the comments. What would$10 ,000 invested in Warren Buffett's Berkshire Hathaway be worth today if you invested 61 years ago? No cheating and closest answer gets a shout out in tomorrow's pod. Yetis, you looked fantastic to kick off the week. Jack, you're glowing over there. What's going on, my friend? I'm in a new studio, which is sick. But besties, if you've got a sick idea for what should be in the background of our studios, drop it in the comments.

23:30We want to hear it. We're looking for something different than houseplant and bookshelf, which is what every other podcast does. Yeah, we're not doing a snake plant to our left. We're actually working with the designer on this, but we want to hear what you think too. What do you want in the T-Boy studio? Something that'll stop the scroll and something that's on brand for the show. And get us written up in Architectural Digest. Jack and I will see you for tomorrow's podcast.

23:55And before we go, a happy birthday to legendary Yeti Maddox Veelman turning 10 years old in the double digits in Antigua, Guatemala. Happy birthday to Annie Z up in Toronto. And Bailey over in lovely Los Angeles. Enjoy the birthday. Happy birthday to Vinci Wong in Hong Kong. And Alfred Dalamola celebrating the birthday just outside Boston. Happy birthday to Steve Ash in Philadelphia, PA. And Deep T and Sachin Siwach, a brother and sister, not twins, with the same birthday celebrating in San Francisco. Big shout out to the 24-7 Wall Street team, which mentioned us in their articles this week. Thanks for the shout out, guys.

24:29And StatBid, the team over in Seattle, just got certified as a B Corp. Congratulations, guys. Happy seven-year anniversary to Jake and Steve Wilhite in California. And to anyone else celebrating something today, make it a T-boy. Celebrate the wins.

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