🤏 “Ozempic iPhone” — Apple’s iPhone “Air”. Ben & Jerry’s revolt. Sphere’s 4D Wizard of Oz. +Anti-Shoe-Startups.

0:28This is Nick. Jack, what do we got on the show? For our first story, Apple just introduced the iPhone 17 and the very first iPhone Air, or as we call it, the first Ozempic iPhone. It's so thin, you can barely see it. For our second story, Wall Street just experienced the biggest ice cream split in history. And no, it wasn't banana. Ben and Jerry, the Vermont ice cream founders, are demanding their freedom from big ice cream. Ben and Jerry's are starting a rum raisin revolution. It's a revolt. And our third and final story is the surprise blockbuster movie of 2025. It's The Wizard of Oz at the Sphere.

1:08The besties, this ain't a movie. It's a four-dimensional experience. Just watch out for the flying drone monkeys. Flying drone monkeys are in the arena with you. It's right behind you, Jack. But yet it is before we had that wonderful mix of stories. Fantastic mix of stories for the T-boy, Jack Labor Day is over, so you can't wear white anymore But Jack, the big fashion question this year is this Can you wear shoes after Labor Day? Because the hot new trend at startups is no shoes allowed in the office Anti-Adidas, literally some startups are banning you from wearing shoes inside the office I hope you don't have athlete's foot, because this is going to be awkward No kicks in the conference room, people Leave the Birkenstocks back at home Feel us at your one-on-one?

1:55Forget about it For example, Cursor is a$10 billion AI startup in San Francisco Where no shoes are allowed in the office Apparently the founder grew up in a no-shoes household Why should it be any different at work? Yeah, the sidewalks are gross You don't want to bring in the sidewalks into the office Beacon of gross, Jack Kick your feet up for your next one-on-one meeting And just let your toes do the talking I really hope Human Resources doesn't have an issue with my hairy hobbit feet, man Instead, each employee gets a set of slippers when you walk into work. Dude, we have a no shoes policy at my house and it's a life goal to have like a full set of all the sizes of slippers to let our guests wear in the house.

2:34But Jack, it's always awkward when like a plumber comes in and you're like, would you mind just taking off your shoes? Sometimes they have those like hairnets that they put over the shoes. I actually just bought some of those hairnets the other day for just such a purpose. Besties, the anti-shoe policy. It ain't about fashion, it's about respect. You're turning the office into a clean, sacred temple of innovation. However, Yetis, Jack and I dove in T-boy style to the no-shoes rule, and we made a wild discovery. We actually found a correlation between footwear and financial results. Between bare feet and billionaires.

3:08And we'll reveal that correlation at the end of this pod. At the foot end of this pod. Okay. 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.

3:42Start the show. First, a quick word from our sponsor.

3:53Monarch. Yeah, it is. You know my first money lesson? It was where to put our lemonade stand. I was wondering, it was on the Upper East Side. Do we do it on Lexington Avenue or Park Avenue? Wait a second. New York City has lemonade stands on the sidewalk? They didn't. We were pioneers, Jack. Lexington Avenue is more commercial. Park is more residential. So what did we learn, Jack? Families are willing to pay more for lemonade. So you set it up on park. Yeah, we did it on park. Besties, no one gives you financial lessons in life. You end up figuring most of it out as you grow up. But we love Monarch because it's like a financial advisor in your pocket.

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4:46Because we pioneered it for him, Jack. Resties, write your own story with Monarch. Use code T-Boy at Monarch.com to get your first year of Monarch Core half off at just 50 bucks. It's 50 % off your first year at Monarch.com with code T-Boy. Decagon. Yetis, someone needs to make a rom-com about falling in love with your customer support agent. Do they, Nick? Well, it's probably going to start Kate Hudson, Matthew McConaughey, and Decagon. I think what Nick is getting at is that Decagon helps companies create personalized, concierge-style customer experiences with AI agents across chat, email, voice, and SMS.

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5:48So Decagon solving customer problems, it's like living happily ever after in a Hallmark. Yeah, rated R for really good customer service. Ready to transform your customer support? Go to decagon.ai slash tboy to get a personalized demo and see what Decagon can do for your team. Check Decagon out at decagon.ai slash tboy. That's Decagon.ai slash TBY. Nick, did you see Liquid IV teamed up with Ring Pop? I did, Jack. And honestly, it's one of those collabs where you immediately think, how has nobody done this before? I mean, Ring Pop Cherry is already iconic. My sons love Ring Pops, by the way. I give it to them at the beach.

6:24It occupies them for about an hour. But now it's a sugar-free Liquid IV flavor too. Ah, it's not just a fun flavor. It's still the same Liquid IV hydration formula that hydrates faster than water alone, has three times the electrolytes of the leading sports drink, plus eight vitamins and nutrients. I've been throwing one of these in my water before the gym and before bed pretty much every night if I sweated that day. Way more fun than drinking plain water. Probably for workouts, travel days, hot days. Honestly, anytime you know, you're probably just not drinking enough water. So if you're looking for an excuse to actually stay hydrated, this is a pretty good one.

6:56Check out the new Liquid IV sugar-free ring pop cherry at liquidiv.com. For our first story, Apple just unveiled the first ever iPhone Air, or as Jack and I call it, the first ever Ozempic iPhone. Apple's suite of products have a thousand cool features at this point, and that is Apple's new recipe for survival. Jack, I'm checking the calendar here. Back to school, NFL kickoff, and it looks like yesterday, Apple's annual event. They all happened in September. Remember, we saw the iPhone 4, the 4S, the 5, the 5S, the 5C. Oh, Jack, who could forget the iPhone X? I remember where we were that day.

7:37Yeah, the X. One Roman numeral. Remember the iPhone 14? It's a story for another pod. Besties, it used to be epic every time. But more recently, as innovations have slowed, the iPhone updates have been marginal. Every September, we learn that the iPhone is a little thinner, a little faster, a little longer battery, and a slightly newer chip. As Shakespeare the analyst once asked, how will Apple squeeze one to two percent more incremental revenue out of the iPhone? That's been the question in recent years. But this year, we got something new, didn't we, Jack? On Tuesday, we got the iPhone Air. Yes.

8:12So impossibly thin and light, as Apple calls it, it will disappear in your hand. Five millimeters thick, that is equal to just three nickels. And yet, this phone is more powerful, has a longer battery life, and a bigger screen than the regular iPhone. It's a paradox you have to hold to believe, as Apple put it, or as Jack and I think it looks. What do you think, Jack? An iPhone that took Ozempic. Yeah, it looks like an iPhone that's on Ozempic. It does. We double-checked the numbers. It's only 3 % lighter, but it's 30 % thinner and has a 22 % longer battery life than a regular iPhone. Except for that camera bump, Jack.

8:47We got to mention the camera bump. True. The camera's got to be good on an iPhone, but with such a slender frame, the camera bump, it's more like a plateau than a bump. Yeah, it's like the new iPhone looks like the old iPhone took Ozempic and then got a pimple where the camera is. Still, it's the biggest physical change to the iPhone in a decade. And it's such a big deal, they didn't even put a number on this iPhone. Just iPhone Air, it's cleaner. That all sounds pretty impressive. Well, Jack, Wall Street was not impressed because Wall Street wanted one of two things. Wall Street wanted to hear a big price increase for all the new iPhones or new AI features in all the iPhones.

9:25Mo money or Mo AI, but Wall Street didn't get either. So as the event was happening yesterday, Apple stock trickled down by 2%. The iPhone 17 Pro is the only device whose base price rose by a hundred bucks. That was it. There was no update to Siri, who still doesn't speak artificial intelligence. And there were no updates on the AI features, which Apple is still way behind on. iPhone did get a new color though, cosmic orange. Oh, looks like a Syracuse alum might've replaced Johnny Ive over on the design team over there. So Apple's new smartphone is marginally better, not super smart, but definitely smart enough for iPhone users.

10:04And it's been injected with a little bit of Ozempic. So Jack, what's the takeaway for our buddies over at Apple? For Apple, it's not death by a thousand cuts. It's survival by a thousand features. Yetis, the shocking star of the show yesterday, in our opinion, was actually the AirPods. AirPods Pro 3, because it now has live language translation. If both you and the person you're talking to are wearing AirPod Pro 3s, then you can speak different languages to each other, but instantly hear the translation with no delay. Jack, you could walk into a cafe in Cuba and understand the cassava from the croquette is mid-conversation with one of the Castro brothers.

10:43Doesn't matter you're not a communist. you still understand what they're saying. Now, live language translation was one of just hundreds of other features announced yesterday. Minovations, if you will. Each one of which could be mocked as marginal, but together they've added up. And the result? Every Apple user is now a power user who uses a bunch of different Apple accessories and Apple services. Okay, get this, besties. In the last nine months, 41 % of Apple profits came from services and another 19 % of profits came from non-iPhone hardware accessories. So yes, the iPhone has plateaued, but it's good enough to keep you parked in the Apple ecosystem.

11:22And as long as that's the case, for Apple, it's not death by a thousand cuts. It's survival by a thousand features. For our second story, Ben and Jerry just published an open letter saying they are business prisoners who need to be freed from capitalist prison. Because the biggest drama in finance right now is an ice cream drama. The hottest drama is in the frozen food section. Oh, yetis for decades. Unilever has been the biggest ice cream company on earth, hasn't it, Jack? Get this. Unilever owns four of the five biggest ice cream brands in the world. Ben & Jerry's, Klondike, Breyers, Magnum.

12:05The only brand in the top five Unilever doesn't own is Haagen-Dazs. That's right. Oh, they also own Talenti, which you know why Talenti has a screw top, Jack? No. Why? Because that way it feels like a snack when you dig into it at like 2 p.m. Oh, interesting. Unilever, they took 21 % of all ice cream sales on earth. Jack, that is one out of five scoops, or I know you don't want to hear this, but one out of five licks. No, we don't say lick on this podcast. But last year, Unilever announced a split. Banana split. They're going to spin off the ice cream business into a separate new publicly traded company.

12:36It's actually called Magnum Ice Cream Company, and that new stock begins trading this November. Now, Basties, we know what you're thinking. Why is an ice cream company, the biggest on earth, that owns Ben & Jerry's, which everyone knows, being named Magnum Ice Cream? It was a surprise to us, but the Magnum brand actually has twice the sales that Ben & Jerry's does. I guess that's why. Here's the news. It looks like Ben & Jerry may have taken that name snubbing a little bit personally. Because yesterday, Unilever was having a party to celebrate the ice cream company's independence from the rest of Unilever.

13:08And then Ben & Jerry's crashed the party. Get this. Ben & Jerry published an open letter demanding that the brand be released from Unilever Magnum's ice cream corporate ownership. They launched freebenandjerrys.com to plead their case and collect signatures demanding the split. We're talking about the OG Ben and Jerry here asking and filing for a chocolate chip cookie dough divorce. Because, as they said in the open letter, activism is at the heart of everything Ben and Jerry's does. And Unilever knew that 25 years ago when they acquired the company Ben and Jerry. When Unilever acquired Ben and Jerry in 2000 for$326 million, Ben and Jerry's demanded an independent board governed Ben and Jerry, one that protected the brand's free speech on all the issues.

13:54However, lately, Ben and Jerry feel like they've been getting, well, grounded by their corporate parent company. Ben and Jerry say that Ben and Jerry's voice has been stifled on all the progressive causes that the brand cares about. And that is why Ben Cohen and Jerry Greenfield are asking to split off Ben and Jerry from this newly split off giant ice cream company. There's been no response from Unilever yet, but we bet Ben and Jerry's are going to start trolling in defense of their position with like some mean fake flavors. Ben and Jerry's going to come out with like liberation licorice, Jack.

14:28Fine print praline. Legal clarity cookie dough. I got one more for you. Hands off my halva. How about that for a flavor? What's halva? It's a delicious story for another pod. Jack, what's the takeaway for our buddies over at Ben and Jerry? I scream, you scream, we all scream to let brands scream. Yeti's Unilever, they're in a tricky position here. Honestly, it tastes like a catch-22. Unilever could let Ben and Jerry's be Ben and Jerry, unmuzzle the brand, allow their vocal advocacy for progressive and sometimes divisive causes, but then risk hurting overall Unilever sales because the other side would get upset.

15:09Or Unilever could continue the status quo, which is muzzling Ben and Jerry's when it comes to their activist positions. But then that risks hurting Ben and Jerry's brand as their fans fell in love with them because of the activism. Well, now Ben and Jerry, the founders, are proposing a third option. Yes, they are. Just split off the Ben and Jerry's brand from the rest of the ice cream so that nobody deals with each other's drama. You see, besties, more broadly, some brands are just built on the opinionated positions and causes that they stand for. Like Ben and Jerry's. We think the third option is the only one that doesn't result in brand destruction.

15:43Because when it comes to corporate censorship, I scream, you scream, we all scream, to let brands scream. Now, a quick word from our sponsor. Cash App. All right, Yeti's the Mount Rushmore of rock stars. You got Ringo Starr, Jimmy Page, Mick Jagger. Well, carve Cash App's face into that granite tunic. Because Cash App is more than just a safe way to send and receive money. This thing is packed with perks without the hidden fees. Like getting exclusive early access to nationwide concert presales. so you can catch Sabrina before your buddies can even spell espresso. Plus, they got discounts on everyday items, so that sweet treat you splurge on in the middle of the concert is less of a splurge.

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16:53Cash App green features, savings, direct deposit, roundups, overdraft coverage, and discounts provided by Cash App, a Block, Inc. brand. Visit cash.app slash legal slash podcast for full disclosures. Scribe. Yetis, one thing we've noticed is that companies rarely hit a wall because they don't have enough people or budget. More often, it's because the way work actually gets done lives in someone's head. People end up doing things differently, and when someone leaves, that knowledge, it goes with them. That's exactly the problem today's sponsor, Scribe, wants to solve. Scribe is a workflow AI platform trusted by 94 % of the Fortune 500.

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17:53So besties, to see Scribe in action, head to scribe.how slash tboy and mention tboy for your first month of Scribe capture free on select plans. That's s-c-r-i-b-e dot h-o-w slash t-b-o-y. for our third and final story the blockbuster movie of the fall is the wizard of oz at the sphere but it's actually a movie a concert and a theme park ride all in one yeah everything the metaverse isn't the sphere is but yetis let's kick off this story with a little bit of a t-boy trivia jack you're the trivia guy you got the honors here what's the most watched movie of all time. I kind of wanted to say Spaceballs just because I'm rooting for Spaceballs, but I'm not going to say Spaceballs.

18:37The answer is The Wizard of Oz, according to the Library of Congress. Sorry, DiCaprio. Dorothy is going to win this one. Yeah, Martin Scorsese. Actually, The Munchkins are number one. The Schwartz is not with us. Yeti's Wizard of Oz, published as a book in 1900, a movie in 1939, plus a bunch of other spinoffs like Wicked and The Wiz. But on August 28th, just two weeks ago, The Wizard of Oz was resurrected once again at the Sphere in Las Vegas. All thanks to Jim Dolan, the owner of the New York Knicks, the New York Rangers, and the Las Vegas Sphere. Jim Dolan invested$100 million to turn the classic 1939 movie into a wild, four-dimensional, modern viewing experience.

19:21More on 4D in a second, but in the meantime, Jack, can you please sprinkle on the co-conspirators to this huge production? It's Warner Brothers, which owns the OG movie, and Google, which transformed the OG movie into a modern digital Marvel thanks to their AI. The result? This new 4D Wizard of Oz is generating two million bucks a day for the Sphere. You're definitely not in Kansas anymore. Yeah, those ruby slippers are profit puppies. Nick, can I crunch some movie math for you? Movie math. What do we have, Jack? Jack, since the debut two weeks ago, The Sphere has sold out two to three shows per day, 4 ,500 tickets per show at 200 bucks per ticket.

20:01Okay, Jack, I'm doing the movie math with you. And when will we hit breakeven profitability? Maybe by Christmas. But wait, wait, wait, wait one sec, Jack, pause the pod. Did you say 200 bucks a ticket for a movie? Yes, because this is a four-dimensional wild experience. Yetis, the OG Wizard of Oz movie was filmed to fit a rectangular screen. But the sphere is not a rectangle, is it? So they used Google's AI to extrapolate the 1939 film to fill up the entire sphere massive screen. That means, Yetis, when Dorothy, the lion, the tin man, the scarecrow, when they are skipping the yellow brick road, you see an AI-generated magnificent background that is as grand as Yosemite.

20:44And it's four-dimensional. So the tornado scene, when the house gets spun from Kansas to Oz, viewers get hit by 750 horsepower giant fans. So it feels like a real life tornado in the arena. Wind and debris will absolutely ruin your date night hair. Yes, they will. Hold on tight to Toto. Oh, and then Jack, watch out for the drones during the flying monkey scene because there are drone monkeys. It's terrifying. There's actual flying drones flying around in the sphere. Besties, it is as much a theme park ride as it is a movie according to the critics. And it could make a billion bucks before the run ends.

21:21Now, when you think of the Sphere, you probably think of concerts like U2, Fish, or The Eagles. When they have concerts, Nick, the Sphere will still show two viewings of The Wizard of Oz before the concert and bring in$2 million in ticket sales. It turns out this Sphere actually makes twice as much revenue from movies as it does concerts. And Stock and Sphere, the publicly traded company, is at an all-time high, up 34 % in the past month. So Jack, what's the takeaway for our buddies over at Sphere? The Sphere is the closest we'll get to the metaverse. Yetis, the Wizard of Oz at the Sphere, it is a category-busting product.

21:57It is a movie, a concert, and a theme park ride all in one. People will pay$200 for the 70-minute show. It's the premium price of Broadway, but scalable infinitely. And 70 % gross profit margins on this thing? Because unlike the movies, the Sphere doesn't have to share half the box office revenue, with the theater. And now they're in talks with Disney to spherify Star Wars and with Warner Brothers to spherify Harry Potter. Besties add it all up and Mark Zuckerberg spent billions on servers. The Sphere spent billions on giant screens. Mark Zuckerberg built headsets. The Sphere built an indoor tornado.

22:32Zuck created for a solitary experience, but the Sphere built a shared experience. We think the Sphere is the closest we'll ever get to the metaverse. Jack, could you whip up the takeaways for us for Ceviche Wednesday? Apple unveiled the iPhone Air yesterday. They also unveiled live language translating AirPods and like a hundred other new features too. It's the first ever Ozempic iPhone. For Apple, it's not death by a thousand cuts. It's survival by a thousand features. For our second story, Ben and Jerry want their namesake brand to be set free from their corporate owner so they can be vocal on issues again.

23:09The way Jack and I see it, I scream, you scream, we all scream to let brands scream. And our third and final story, Wizard of Oz at the Sphere is the blockbuster of the fall. It could bring in a billion dollars just in one theater. And it looks like the Sphere is the closest we'll ever get to the metaverse. But besties, this pod's not over yet. Here's what else you need to know today. First, shocker, US mail just had its biggest drop in history, an 80 % plummet in USPS packages from abroad. It's all because the United States closed the de minimis rule, aka the Sheehan loophole. Before, packages entering the U.S.

23:47under$800 didn't have to pay a tariff, but now they've got to pay that duty. So cute tops and other made-in-China tiny items, they're just not worth shipping to America anymore. And second, the jobs data was just revised again. Employers added nearly a million fewer jobs this year than previously believed. Now, it's common for the Bureau of Labor Statistics to revise job numbers. Last year, Biden had a similar huge revision downward at this moment. But still, this one is concerning. The trade war and AI are both spooky forces messing with the labor market right now. The number one concern of the economy has quickly pivoted from inflation to jobs.

24:24And finally, the Girl Scouts are making their biggest product launch in years. It's a brand new cookie called Exploremore's. It's not a cookie. It's an experience. chocolate, almond, marshmallow, ganache. Do I need to say more? The Girl Scouts, they do nearly a billion dollars in cookie sales each year. This could catapult them to full-on unicorn status. Correction, the Girl Scouts' fathers peer pressure their employees to do a billion dollars of cookie scouts. Hey, the sphere, can we please get a Girl Scout Explore More's experience so we can eat the cookie? Now time for the best fact yet. This This one whipped up by Jack and I to complete our no shoes policy intro.

25:10As we mentioned earlier, employees can't wear shoes at the office in some businesses. It's the new startup trend these days. But we dove in and discovered a high proportion of some of the most successful entrepreneurs and leaders of all time were anti-shoe. Steve Jobs, yeah, he took off his shoes when he got to work. And they were barely shoes. They were Birkenstock sandals. Mark Zuckerberg walks around his office without shoes on. And he also famously wore Adidas slip-on sandals. Yeah, I think he zucked the idea from Steve Jobs, Jack. Oh, and Marc Andreessen, Richard Branson, both known to show their toes.

25:41Even Socrates, a leader who came out before the sneaker. So besties added up, and there is a high correlation between bare feet and billionaires. Yetis, you look fantastic today. And if you are not wearing shoes today, then that's all the more reason to drop down and give us five stars on today's podcast. Helps us grow the show. Five toes, five stars. There you go, Jack. Oh, and drop a comment too, because Jack and I love reading every one of them after we take our shoes off. And again, if you have athlete's foot, I had it too when I was a kid. I'm still kind of self-conscious. Not the place for that, Jack.

26:15Not the place for that disclosure. Jack and I, we'll see you tomorrow.

26:23And before we go, a happy birthday to Yeti Daniel Vernese from lovely St. Louis. and congrats on your first ever publication as an author. Happy fifth birthday to Big Aspen Fry over in Orange, California. The Mighty Aspen. And Katu Gotobu over in Bowie, Maryland has got a new apartment and a new job. Just crushing it right now. And congratulations to Daryl Williams of San Jose, California, who's got a new job as a controller. And if you want a shout out on this show or you've got the best fact yet, just click on the links we got in this episode description. We'd love to get them on the pod. And to anyone else who celebrated something today, make it a T-Boy.

27:00Celebrate the wins.

27:04This is Jack. I own stock of Disney, and Nick and I both own stock and Apple. I'm like, thank you so much, Xfinity service personnel, but can we talk about your feet? I just blame Molly. I say, you know, my wife really cares about this. Like, she really doesn't want people coming in wearing shoes in the house. You know, it's not me, but for Molly, could you put your... And they're like, oh yeah, no problem, no problem. Hi, this is Paige from Giggly Squad, and today's episode is brought to you by McDonald's. Honestly, Caesar sauce and a Diet Coke at McDonald's might be the perfect girl dinner. And McCrispy strips dipped in Caesar sauce?

27:42No notes. Right now at participating McDonald's, the$2.99 Caesar snack wrap is making me rethink my entire go-to order. Caesar sauce is at participating McDonald's for a limited time, so go try it before it's gone. Prices and participation may vary.