👋 “Open to Work” — Nvidia’s Jensen firing. James Bond’s 007 prediction. Burger King’s AI interview. +TBOY Wedding

0:28This is Nick. to send you into the weekend. For our first story, the rockstar CEO of NVIDIA, Jensen Huang, resigned on reports of a second extramarital affair. Jensen's open for work, so we'll tell you where he could go and who could replace him. For our second story, Robert Pattinson just auditioned to be the next 007. But this James Bond debate is breaking the business model of prediction markets. And our third and final story, why is a simple job interview at Burger King going viral? Because the interviewer was AI, but the interview was fake. And this story's real. But besties, before we hit that wonderful mix of stories.

1:05Love the mix. No one else doing that mix, Jack. Nick's going to tell us a story about love. I would love to tell you a story about love. You ready for this, Jack? Yes. In fair Chicago, where we lay our scene, two high schoolers became friends as high schoolers do, Allison and Noah, fans of Da Bears, deep dish pizza, and logistics. I'm hooked. Go on. Well, these two lost touch during college, as high school friends also tend to do. But a decade later, Allison decided to submit the best fact yet to her favorite podcast, The Best One Yet. And that is where Allison's destiny intersects with ours. Keep going.

1:41Because we shared Allison's fact on our show, just as a young man from Chicago also happened to be listening to T-Boy that day. And he heard that fact. It was a young man named Mr. Noah. I think I see where this is going, Nick. But then Noah realized that the fact he had heard on T-Boy was from the very Allison he had known 10 years ago growing up. The Allison he had lost. So you ready for this, Jack? Yeah, go ahead. So Noah shoots her a DM. They had a nice chat. They went on a date. No way. And this weekend, they're getting married. Are you kidding me? Allison Swimmer and Noah Wise reunited by the best fact yet on this show.

2:22The ultimate startup co-founder story, but they didn't start a company. They started a marriage. I mean, Jack, their meet cute was a meet content. What better green flag than learning they listened to the best one yet? I mean, AAA couples credit rating right there, right off the bat. Can I whip up a takeaway? Please, Jack. Love is patient. Love is blind. True love is a shared podcast playlist. Congratulations, guys. Only one Spotify premium account necessary. Celebrate the wins and Jack lets it 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.

2:56It'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.

3:15Start the show. First, a quick word from our sponsor.

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4:52That's 50 % off your first year at Monarch.com with code T-B-O-Y. For our first story, Jensen Wong, the leather-jacketed king of AI, resigned to CEO of NVIDIA after multiple affairs. We're looking at the blast radius. We're looking at who wants to be NVIDIA's CEO. And we're looking at what Jensen will do next. All right, Jack. Gotta whip out the whiteboard here. What's gonna be the title of the new Hulu documentary when it comes out? Oh, God. The Jensen Affair? Is it the Jensen Affair? What do we think? How about not by the dip, by the chip? Either way, it turns out that black leather jacket was a big red flag.

5:28Because yet he's first. NVIDIA's CEO had an affair with a customer who also believed to be a Chinese spy. And then he lied about it. It was the rare case where his wife, the shareholders, and the CIA were all angry at the same person. But then on Wednesday, plot twist. We found out he also had an affair with one of his subordinates, according to the New York Times. And it played out like a bad opening scene in a mediocre rom-com. It was reckless. Jensen was captured on video being affectionate in his home city of San Jose. With one of his direct reports. Now, one employee of NVIDIA saw, let's say, smooching and captured it on video, but then was confronted by security and forced to sign an NDA.

6:05So Jensen thought it was all buttoned up, but then five employees told the New York Times the truth. Which resulted in Thursday morning's announcement from NVIDIA that Jensen had resigned. What an incredible unforced error. Total own goal. HR violations, national security risks. Which resulted in Thursday morning's announcement from NVIDIA that Jensen Huang had resigned as CEO. Incredible unforced error. Total own goal. He got HR violations, national security risks. It's a very sad ending for the godfather of AI, Jensen Huang. NVIDIA announced the interim CEO is Colette Kress, who up until now has been the CFO of NVIDIA.

6:40But still, that leaves us with two big questions. Number one, who's the next long-term CEO of NVIDIA? And number two, where's Jensen going to go next? Jack and I think this has got to be someone from outside the company. We got two reasons why. First, everyone's hands are dirty. Totally. There's an outside law firm, there's Congress, and there's the FBI all investigating NVIDIA and whether they knew that chips bring smuggled to China. We bet many of these internal candidates for the CEO, they knew about his dirty deeds. How could they not? The second reason we think it has to be someone from outside NVIDIA is favorite child issues.

7:12Ah, the favorite child syndrome. With 60 direct reports, all candidates to replace Jensen, picking just one of them will make the other 59 jealous. Yeah, and then they're going to quit. Add it all up and NVIDIA's stock fell 10 % on the news that their 33-year founding CEO is out. It's down 35 % from its ATH all-time high. We know what you're wondering. Are you buying the dip? Yeah. I mean, everyone's wondering that. I mean, kind of everyone's buying the dip, maybe? I think I'm not buying the dip, to be honest, Nick, because best case scenario, it rises 35 % back to its all-time high, right? Although I'm pretty sure we learned from Seinfeld, Jack, is when you have the chip, you buy the dip.

7:45And this company is the chip. But besties, this has become the most expensive affair ever. It's cost the company nearly a trillion bucks in market cap. But now let's play, who could be the next NVIDIA CEO? Come on down, Regis. Who could be the next CEO? Who do we think, Jack? We think the top choice is Lisa Su, who's the current CEO of AMD, NVIDIA's top chip rival. We covered Lisa on the pod. She was named Time Magazine's 2024 CEO of the year. So she's a rock star CEO who knows how to handle the spotlight. And she also happens to be a cousin of Jensen's. Which might be convenient when switching health insurance.

8:20I don't know. Yeah, maybe. Back office. Another idea we've got, how about Eric Schmidt, the former CEO of Google from 2001 to 2011? Eric Schmidt was the adult in the room who took over Google from Sergey and Larry. And he's also an AI thought leader now who wrote a book about AI. And interestingly, he is not an HR risk. And why is that, Jack? He and his wife are very kind of famously in an open marriage. Yeah. They date other people. It's a Silicon Valley secret. They're dating other people these days. Now, others have proposed that Jensen's daughter, who works at NVIDIA, could actually become the CEO next.

8:53But at 35, she definitely doesn't have the experience to run the most important company in the world right now. So next week, NVIDIA is going to announce probably amazing earnings with his interim CEO. We think long term, the company is going to be fine. A lot of people are probably going to dip that chip and buy it. My little brother already texted me, Nick, if I was. Unless, Jack, Jensen's scandal causes the AI bubble to pop, a bubble he claimed did not exist. So Jack, what's the takeaway for our buddies looking at NVIDIA? The Jensen blast radius is nuclear. Yetis, NVIDIA was 8.5 % of the S &P 500, so this hits every index fund owned by Americans.

9:28In politics, the Trump administration is scrambling right now. Their best AI backer is out in disgrace. Regulation could come next. Firings in the White House could be too. Congressional hearings already being planned. But a big question not many people are asking is, what will Jensen do next? Yeah, because Jack, last I checked LinkedIn, Jensen was open for work. How old is Jensen? He's 63 years old. I mean, Elon did just tweet that he'd be honored to hire Jensen. We're talking two titans of non-monogamy right there. That would be pretty interesting. And if Jensen instead sought investors to launch another chip company, he would get blank checks from Silicon Valley.

10:05Or he could join another startup because Jensen is the world's most valuable free agent right now. We're comparing Jensen to like Randy Moss, Dennis Rodman, or Alex Rodriguez. I see where we're going. Sure, they're tainted, but boy are they talented. And just like those ballplayers, he's on the market. They might bring some discord to the locker room, but if managed, Jensen could deliver results. Besties Jensen's dishonorable discharge from NVIDIA will affect the AI industry, but it won't be his last gig. And the blast radius of his firing goes way beyond NVIDIA. It's nuclear. here.

10:39For our second story, Robert Pattinson just auditioned to be the next James Bond. Who will be the next 007? That question is breaking the business model of prediction markets. Now, Yetis, as someone who collects first edition James Bond, Ian Fleming books, I can tell you 2015 was a year of heartbreak, wasn't it, Jack? That was the year we learned that Daniel Craig's reign as 007 was ending. We'll miss the blue eyes. But since then, 10 million articles, more or less have speculated that the next James Bond would be Idris Elba. And another 10 million articles have said it's not going to be Idris Elba.

11:13It's been 10 years of rumors until last weekend. According to The Hollywood Reporter, Robert Pattinson screen tested as James Bond last week. I think you mean Pattinson, Robert Pattinson, Jack. No, he has come a long way since Twilight, hasn't he? He has, Jack. I mean, he already played Bruce Wayne Batman. Can he also play James Bond as well? I don't know. Two orphan crime fighting heroes. What's he going to do? Peter Parker next and make it a trifecta? So Pattinson is now virtually tied with Callum Turner in prediction markets as the most likely next James Bond. With relative no-namer Jack Loudon a close number three.

11:46And the boyfriend Alfie from Emily in Paris. A distant five or six or seven. It's a nail biter. It's a nail biter. But what Nick and I find fascinating is this type of prediction market, really entertaining ones like who's the next James Bond, they're rare because their culture. Let's sprinkle on some context, Jack. Why don't you kick things off? Prediction markets went mainstream two years ago because of politics. They were correct on the 2024 presidential winner while the polls were not. And that 2024 election kickstarted an unbelievable valuation takeoff. Polymarket and Callsheet, they went from$1 billion valuations to$21 billion and$40 billion valuations.

12:22The two main prediction markets are in the same valuation ballpark as the New York Stock Exchange and NASDAQ. Combined? No, not combined. Because Stocks, bonds, commodities, and FX, they've been tradable for 100 years. But with prediction markets, everything was going to be tradable. With prediction markets, you could bet on the winner of Dancing with the Stars, whether an Academy Award winner would thank their mom in the speech. Who will headline Coachella this year? Now, technically, those prediction markets for cultural events do exist, just like the next 007 prediction market exists. But interestingly, the number of bets placed on those types of predictions are low, So they're not actually good markets.

13:00A September Pew study found that 97 % of the volume on polymarket was for sports, politics, or crypto. For Kalshi, 94 % was sports, politics, or crypto. So the power of prediction markets is the wisdom of the masses. But for most prediction markets, there are no masses. Many of these predictions are simply a couple of insiders who know the answer, but then a bunch of people who don't know the answer. Who will headline Coachella this year? Less than a million dollars is wagered on that polymarket. Jack, that is not enough people to form a critical mass, to form a good prediction. So prediction markets could be a place where you could bet on culture, but we humans aren't betting on culture.

13:37Which means for the second time this week, I got asked Jack, would you like your takeaway shaken? You're stirred. I forget the first time, but you're right. He'll take it shaken, guys. So Jack, what's the takeaway for all our buddies over in the James Bond prediction market? People bet on their passions, which are sports and getting rich. Yetis, prediction markets for elections, they get tons of media attention, but it's just 6 % of the volume for potty market and less than 1 % of the volume for call sheet. Trading volume for the 26th election was actually down from the 24th election, according to Bloomberg.

14:10You see, the vast majority of prediction market activity, it's sports betting, around 80 % for both of those major platforms. Crypto is second with 9 % and 15%. And this explains why Robinhood is all in on prediction markets right now, because people think of it as a way to invest. And it's why the stocks of DraftKings and FanDuel are down 60 and 70 % in the last 18 months because of prediction markets. But besties, real world, corporate, pop culture, or scientific events like an eclipse, yeah, they get attention, but they don't have the emotional hook to be a profit puppy. People don't want to bet on those events.

14:41People bet on their passions, which the data shows is sports and trying to get rich.

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16:19For our third and final story, this one's wild. A Burger King job interview is going viral because the candidate was shirtless. Correction. A Burger King interview was with an AI avatar. That's why it went viral in addition to the shirtlessness. Awkward. This joke tells us about something very serious. Now, Yeti's last month, you know, from listening to this show, the controversy was whether you should bring an iced coffee into a job interview. This month, the controversy is whether you should do an interview if the interviewer is an AI bot. Jack and I have seen like a whole bunch of these. Picture this, an AI avatar evaluating a human candidate.

16:57The human inevitably messes with the AI avatar. They're like, hallucinate this. But the latest one of these examples has over 10 million views online. It's a doozy. And Burger King is involved because the interviewer is a polished professional executive, but she from Burger King is an AI avatar. So the interviewee, he's a human and he takes off his shirt, puts his shoe on his head for the duration of the interview and purposely bombs the question. What do you say, Jack? Can we play the clip here? Push and play. Roll the tape. I'm Karen from Burger King, and I'm here to chat with you about the team member position.

17:30To get us started, what should I call you? Uh, you can call me Cranjus McBasketball.

17:42Why on earth do you have a shoe on your head? Okay, so the punchline here, you can tell, is that no matter how horribly he answers the questions or how ridiculous his outfit is, the AI just notices but then keeps on going. I gotta say, I was kind of impressed that she addressed the speaker. I thought she was just gonna be like okay mr mcbasketball okay but jack later on in the interview he says that he would curse yell and throw a chicken sandwich at a burger king customer and you know what the ai does she's into it yeah she just like kind of keeps on going after noticing it okay let's listen to the climax roll the tape we will move on because i am frankly too stunned to continue that topic since you are still here let's talk money i'm pretty sure she should have just ended the interview, right?

18:28You should have edited the interview. I would have called security at that point, Jack. Spoiler yet is that viral Burger King AI interview. It's fake. Yeah, it's actually fake. It's a fake video of a fake AI interview. The interviewee, that dude, used AI to make a fake AI Burger King avatar interview. Yeah, we dove in T-boy style. We discovered this is actually a double deep fake situation. No, no, no. That's actually our term. It's a double deep fake. It's Double deep fix. So now Burger King is getting real hate for using AI interviewers instead of humans, but that's not what's happening. It was a spoof.

19:00But the reason people believe that's what happened is because Burger King has been pushing AI to take your orders at the drive-thru. So AI interviewers for HR, that kind of checks. It does, but it turns out there are actually real companies doing real interviews with AI avatars. According to a greenhouse survey in April, two thirds of candidates this year have interviewed with AI. And according to The Verge, Meta, Netflix, Domino's, they are making you talk to a robot fake person before you talk to a real recruiter. How about this, Nick? McKinsey, the consulting firm, built an AI interview avatar whose job is to imitate a client.

19:37A pesky client at that check. So part of your interview process to try to get a job at McKinsey is a live case study with an AI avatar posing as a client, testing your patients in real time. They're going to ask how you can estimate how many marbles are on planet earth and like then be annoying and judge you for your mathematical answer. But Nick, plot twist. The reason companies are comfortable using AI for the interview process is because job candidates are comfortable using AI. We're looking at you yetis and besties. Yeah, us humans, we're using AI in job interviews. One fifth of job applicants this year have used AI during their job interview.

20:16Yeah, like basically chat GPT. It was your wingman when you went in there. You've got one tab open doing the Zoom call with the HR interviewer, and the other tab has Claude giving you live answers. Hey, Claude, I need you to work a little faster. So Jack, what's the takeaway for our buddies looking at this AI Burger King interview drama? Everything is now a cyber cat versus a cyber mouse. Now, is this fake Burger King AI interview? That was a joke, but it does reveal a very real drama in the background of our entire economy. This is why Jack and I love covering and finding these types of stories.

20:49It's AI offense versus AI defense. We call it AI churn. For example, in security, hackers are now using cutting edge AI to hack. So companies have to spend on cutting edge cybersecurity AI to match it. In job applications, candidates have been using AI to get an advantage. So companies are using AI avatars to vet them cheaply. Oh, another one? Consumers are using AI to manipulate receipts to try to get refunds on food and fashion orders. So companies are investing in AI to vet receipts and reduce refund fraud. Investies across the whole surface area of our digital economy, it is AI cat versus AI mouse.

21:23It's compute versus compute, a giant cost to our economy that kind of offsets. And Jack, it is a total tech waste. We call it AI churn or a cyber cat versus a cyber mouse. Meow. Don't meow. I knew you were gonna meow. When, like right? Meow. Well, can you at least make your meow sound more digital? Meow. Okay.

21:49Jack, could you whip up the takeaways for us for the real Friday? Jensen was not too big to fire. NVIDIA has an interim CEO and is looking for a long-term Jensen replacement. But the blast radius of this firing, it goes way beyond NVIDIA. This one's nuclear. For our second story, Robert Pattinson shot to number one in the prediction market for who's going to be the next James Bond. But pop culture markets are rare. People bet their passions, sports, and getting rich. And our third and final story is Burger King. It's getting hate for a double deepfake video. Oh boy. They don't actually use AI avatars to interview Val.

22:20But still, all the surface area of our digital economy is now AI cat versus AI meows. Now besties, before you head into the weekend, it's time for the T-Boy 10 in partnership with NASDAQ. The top 10 plays a business this week. Based on the data from NASDAQ and the vibes from T-Boy, what do we got, Jack? Number 10 is Skims. A$148 Skims advent calendar was so bad, Kim apologized and issued refunds. But at least the Skims scam, it went viral. Number 9 is MGM Studios. Robert Pattinson auditioned to be the next 007 and is now tied for number one in prediction markets. Can one man be Bruce Wayne and James Bond?

22:56MGM, they're betting on it. Literally. Number 8 is the Amman Hotel. This luxury hotel chain is building a 1 ,000-foot skyscraper designed around Novak Djokovic's wellness routine. Nearly as tall as the Empire State Building, it'll scrape Miami skies with electromagnetic therapy chambers. Number seven is Fanatics. They launched a credit card with Amex. You can now use credit card points to gamble on sports. Oh, Jack, is it a credit card or a trading card or a blackjack card? Number six is Amazon. They are embracing controversy with a$250 security drone flying around your living room. This ring drone?

23:27It would have ruined the plot of Home Alone. Number five is Toho. This Japanese studio produced the 39th Godzilla movie, which is surprise number one at the U.S. box office. Godzilla minus zero. It broke the records for a foreign language opening weekend. Number four is Airbnb. Because during an earnings call, the CEO ratted on you. He said that most Airbnb browsing happens between nine and five. Airbnb browsing is your midday spreadsheets escape. You got snitched. Number three is Jetty. The co-founders of Poppy finally launched their next thing, and it's hydration. They already disrupted Soda, now Jetty's targeting Gatorade with a tad less testosterone.

24:01Number two is SNL. Drewski hosted last week, and it became the most watched SNL episode ever on Peacock. The first YouTuber to host SNL got the most 18 to 34-year-old eyeballs in four years. And finally, number one is NVIDIA. It's not the most valuable company anymore, on word of Jensen's two affairs. One with a spy, one with a co-worker. Not sure which is worse. The stock of NVIDIA fell 30%, Jensen resigned, and this has become the most expensive scandal in history. T-Boy 10's a workout, Jack. Yetis, comment with who we missed this week and tell us who you hope is going to be in next week's T-Boy 10.

24:36Drop it in the comments. Yetis, you look fantastic this week. Jack, you are glowing over there. And who's especially glowing is Allison Swimmer and Noah Wise over in Chicago. What a fantastic story. I'm so glad we promoted that from a shout out to a whole intro. Oh, that totally deserved the promotion, Jack. Yetis, we hope you are celebrating some wins, too, because it's Friday, and we can't wait to see you next week. H-Y-H-T-B-O-Y. Meow.

25:04And before we go, a happy birthday to legendary Yeti Carlos Andres Rosario Soto, celebrating the 13th on the 13th, going to swim in Kung Fu in Chapel Hill. Happy birthday to Michael Yang, the King of Queens. And Joanna Castle Allen, living it up in St. Louis. And happy birthday to Annika of Bermuda, celebrating at school in the UK. And a special shout out to James and our buddy Shanti, legendary yetis on the KSAF team who just raged their Series B. James from South Africa has been bench pressing since he did logistics in Chicago. And Fernando More is hiking through Tanzania. We're gonna miss you for the next week, buddy.

25:36See you soon.

25:39This is Jack. I own stock of Netflix and Amazon and Nick and I both own stock of Spotify and Robinhood. This is Nick. This is Jack. It's Friday, the real Friday, November 13th. And today's pod is the best one you had. This is a T-boy. Here's the top business story you need to know today. Yetis, this holiday season, don't miss your chance to turn just looking into just bought it. Make it easy for your customers to say yes on the spot. PayPal Checkout is a trusted conversion engine fueled by 400 million active PayPal and Venmo accounts. And when you add Pay Later, you can turn holiday shoppers into regulars.

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