

3 Aug 2026 · 24m · 9 chapters

Three business stories plus quick “what else you need to know.” 1) Tesla/SpaceX: Elon hints at merger via Starlink-equipped Cybercabs that can act as roaming Wi‑Fi routers, expanding Starlink coverage. 2) Reformation IPO: Sustainable fashion brand goes public; key differentiator is “RetailX” smart dressing rooms inspired by Clueless, boosting spend and conversion. 3) AI hedge fund collapse: Leopold Aschenbrenner’s Situational Awareness fund (up ~1,000% in 2 years) drops sharply after AI selloff; leverage triggers margin call and forced sale to Citadel.
None mentioned; hosts are Nick and Jack (plus “Yeti” as a recurring co-host/voice). No guest interviewees.
Starlink antenna in each Cybercab; Hugo Spritz marketing; RetailX lighting/customization; 8.5% higher spend, 2.7% higher conversion; fund falls $45B→$10B; leverage 5x amplifies losses; FIFA scraps $20B World Cup commercial sale after backlash.
Written by AI. May contain mistakes.
Discussion about the popularity of the Hugo Spritz cocktail and its rise over the Aperol Spritz.
“Elon wants to create a global Wi-Fi network of roaming robo-cabs.”
Introduction to the sponsor segment.
Introduction to the next sponsor segment.
“Jack, can you share that story about your wet bathing suit in Italy?”
Discussion about potential merger between Tesla and SpaceX and the implications.
“Well, we just got the wildest new reason why it will happen.”
Insight into Reformation's IPO and its innovative retail technology inspired by Clueless.
“Still, the stories are so superlative, so beyond the imagination of any other company, that it gets people excited.”
Learn about Reformation's innovative dressing room technology and its impact on sales.
“And that dressing room has customizable lighting, like sunny day lighting or like, I don't know, a rave late night party lighting.”
Dive into the dramatic story of Leopold Aschenbrenner's hedge fund collapse.
“For our third and final story, a boy genius's AI hedge fund disappeared in one week.”
Explore recent market trends and cultural anecdotes, including FIFA and Spider-Man.
“There's a new story to excite SpaceX-Tesla merger gossip.”
Explore the concept of choice paralysis and its impact on decision-making.
“Yes, we whipped up takeaways about this on the pod.”

Get the gist, explore an idea or ask about something said.
On The Best One Yet, what are the key points of this episode?
Automatic transcript. May contain errors.
0:28This is Nick. and there's a new wild reason why. Elon wants to create a global Wi-Fi network of roaming robo-cabs. For our second story, Reformation just became the biggest fashion IPO in years, but its secret business isn't dresses, it's dressing rooms inspired by the movie Clueless. And our third and final story, a 24-year-old boy genius launched a$42 billion AI hedge fund. What could go wrong? Apparently everything, Jack, because this fund just popped like a puberty pimple. This story is called The Death of a Hedge Fund. But besties, before we hit that wonderful mix of stories. What a mix of stories.
1:03I love the mix to come back to Jack. We just finished July, which was one of the worst months for Wall Street in years. Stocks fell 3 % of the last 30 days. Not too shabby. But one thing was up in July. Spritzes. Yeah. Specifically the Hugo Spritz. Because the Hugo Spritz has officially replaced the Aperol Spritz. And yes, I pronounce it in a creepy German way. Don't ask me to change it. But the inventor of that Hugo Spritz didn't get a dime. Here's the data yetis. Last month, Google searches for how to make a Hugo Spritz at home popped by 2200%. We double checked. We fact checked. Yeah, 2200 % in 30 days.
1:38Not too bad. So how is Hugo now outselling the OG Aperol Spritz in 15 US states? We're talking Pennsylvania, Georgia, Massachusetts, Minnesota. That is Hugo Spritz country, baby. From the West Village of New York to Kensington and London, it's Hugo Spritz summer. It's Hugo in Aperol out. Jack, we got a new king of cocktails. Why don't you sprinkle on some context? The Hugo Spritz was invented 21 years ago by a bartender, ironically not named Hugo. His name was Roland Gruber, and it happened in North Italy, just outside 150 miles from where Aperol was invented. And here was his remix. Roland traded the Aperol for elderflower liqueur, and then traded the orange slice for the mint leaves.
2:14And the result was another low-alcohol refreshing cocktail, just like the Aperol Spritz. But Hugo's more floral, a little bit less funky. Hugo's more botanical, a little less bitter. However, we should point out, you can't copyright a cocktail recipe. Yeah, nobody got rich mixing gin with tonic mix. I didn't, Jack. So Roland, he couldn't cash in on his brand new concoction. This bartender got tips, but no trademark. Okay, but spoiler, besties, because you didn't choose the Hugo. The Hugo chose you. Because Hugo Spritz Summer that we're all living right now, it's the result of a stealthy marketing campaign.
2:46Get this, Saint Germain is the world's biggest maker of elderflower liquor. Which happens to be the key ingredient of the Hugo Spritz. And in 2024, Saint Germain sent sales teams to hotels to introduce the recipe to bartenders. Saint Germain sales popped 20 % that first year of Hugo Spritz being added to the cocktail lists. And TikTok took it from there with the Algo going alcoholic last month. So besties, we hope you enjoyed your Hugo Spritz weekend. But just remember, you didn't choose the Spritz life. Spritz life chose you. Although you did choose the Spritz-en life. That was a life choice you made, Jack.
3:19You seem to be the only one, but I fully support it. I think everyone's loving these heebie-jeebies. Jack, let's do that three stories.
3:52Start the show. Start the show. First, a quick word from our sponsor.
4:02Monarch. 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.
4:30Because every minute, it's tracking your savings, spending, investments, and more. For instance, Monarch's goal tracking feature shows if you're on track for that summer trip to Santa Fe. And it tells you what percent of your income is going somewhere that's a surprise. I open Monarch all the time because it takes the mental load off tracking my finances. And whether you're single, you're in a family, or you're dinking it up, Monarch's the way. Our personal fave, the AI Weekly Recap. a once per week gut check on what you did with your money. Hey, Nick, you've spent 96 bucks at kids' lemonade stands since July.
4:55Yeah, because we pioneered it for him, Jack Restes. Write your own story with Monarch. Use code TBOY 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 TBOY. Zip Recruiter. All right, Yeddy, you got to hear this. Jack, can you share that story about your wet bathing suit in Italy? So my hotel was so amazing. They came in to clean up my room one day and they saw I had a wet bathing suit hanging from the shower head. And they were like, that's not kosher, Jack. We don't do it like that at this hotel. So they hung it very elegantly on a clothes hanger.
5:26And I was so impressed when I arrived back in the hotel room. It was like a pastry besties that works for the best hotel in Italy and for the best job candidates anywhere. So if you're hiring great candidates, go the extra step too. And they tell you why they're interested in your job on Zip Recruiter. It's how they stand out from the others. And right now you can try it for free at ZipRecruiter.com slash tboy. ZipRecruiter's powerful matching technology finds qualified candidates quickly. And the candidates tell you in their own words why they want your job. That's why ZipRecruiter is the number one rated hiring site based on G2.
5:57And if they fold your bathing suit like origami, give them a signing bonus as well. Try ZipRecruiter and meet great candidates who will go the extra step for your job. Four out of five employers who post on ZipRecruiter get a quality candidate within the first day. So try it for free at ZipRecruiter.com slash tboy. That's ZipRecruiter.com slash TBY. Meet your match on ZipRecruiter. 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?
6:30No 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.
6:50For our first story, the biggest gossip from Wall Street to Silicon Valley is if Tesla will marry, I mean merge, with SpaceX. Well, we just got the wildest new reason why it will happen. A global roaming fleet of robo-taxi Wi-Fi routers. But yet is to tell this love story Tesla announced earnings back on July 22nd And Elon took questions from the investor community as part of that Everyone's gossiping about the biggest flirtation in business Will SpaceX merge with Tesla? One analyst asked Elon on the call Feels like a Bridgerton show But Elon very much did not say no In fact, he didn't have any objections to that idea He did say that his two companies are collabing more than ever But that he couldn't legally discuss the matter any further on that call And then Elon handed the microphone over to his top lawyer.
7:38And Jack, what does that mean? Which is exactly what you would do if you're planning to merge the companies, but don't want to get in trouble right now with the SEC. All right, Jack, let's call that sign number one. Sign number two, though, was exclusive reporting from the Wall Street Journal. That Tesla is preparing to separate off its China business into a separate company. Jack, can you sprinkle off some context as to why Tesla China has anything to do with merging with SpaceX? If SpaceX were to merge with Tesla, then Tesla's factories in China, those would be a problem. You see, because SpaceX is a huge U.S.
8:07government contractor, and America wouldn't be okay with SpaceX and China, and China wouldn't be okay with that either. Yeah, China doesn't want a U.S. contractor operating a factory in its home country. But Elon called the Journal Report fake news. However, a denial from Elon doesn't mean it's not true. And Nick, to sprinkle on some context from the TV show The Office, which I know you didn't watch, Tesla and SpaceX are like Jim and Pam. Everyone knows they're meant for each other, even though it might take six seasons to happen. And even though I didn't watch The Office, I do know that those two are meant for each other.
8:36Although I did think you were going to go with Chandler and Monica for this one, Jack. I didn't expect the Jim and Pam. As you can tell, Nick and I think a merger of SpaceX and Tesla is inevitable. There's too many overlaps in the business models to count, and the synergies would be too lucrative. However, Jack and I found a new nugget from Tesla's earnings call that really makes us think they will consummate this corporate marriage. Elon had just finished explaining that each cyber cab rolling out of the factory right now has a Starlink antenna built into the roof, built by SpaceX. Because a self-driving car can never be in a dead zone.
9:05That's a problem. Plus, the passengers in the backseat would love to be able to connect to Wi-Fi that's coming out of the car. Okay, but then interestingly, one analyst asked Elon, hey, can these cybercabs become remote hotspots for Starlink mobile service? Well, Elon said yes. And that is the new news. But first, Yeti, to sprinkle on some, I don't know, physics context, Starlink is internet coming from space satellites. but the signal from the sky, it cannot be interrupted by anything. See, bestie, SpaceX's Starlink Wi-Fi can't compete with Verizon and AT &T because there are trees and roofs that get in the way of its space signal.
9:41But if each Tesla cyber cab became a rolling Wi-Fi router for SpaceX's Starlink signal, then slowly but surely, Starlink becomes a bigger and bigger wireless network. With signals coming from both space and from Earth. Thanks to a global fleet of roaming Tesla robo-taxis spitting out Wi-Fi for everyone's iPhones and laptops. That's the new news that convinces us that a SpaceX-Tesla merger is inevitable. Check what's the takeaway for our buddies over at Tesla and SpaceX. Every Elon story is worth two years of unlimited funding from Wall Street. Yetis, for seven years now, we've been hearing that Tesla will be able to turn your Tesla into an Uber one day.
10:20You'll be able to flip your car into robo-taxi mode, so your car makes money for you while you sleep by hailing people to and from the bar. Oh, and for the last year, we've been hearing that SpaceX's rockets will launch data centers up in space. And now we're hearing that cyber cabs made by Tesla will become rolling SpaceX Wi-Fi routers. You see, besties, every story like that, it fuels investor excitement and drives the stock prices higher. But every story like that, none of those stories we just told you have happened yet. No, they haven't checked. Still, the stories are so superlative, so beyond the imagination of any other company, that it gets people excited.
10:54But for Elon, they're synergistic. They require each part of his business empire working together, which is possible. Now, a fair critique of these synergies Nick and I have been talking about is that they're not synergies at all. They're self-dealing. Like when SpaceX bought a bunch of unsold Tesla Cybertrucks, that was just kind of convenient. But these possible business lines that Elon keeps teasing us with, they're almost like campfire stories for Wall Street. And every time Elon tells those stories, he buys himself two more years of unlimited funding. They say a picture is worth a thousand words, while an Elon story is worth a billion dollars.
11:25For our second story, Reformation, the sustainable fashion brand for the ladies only. IPO'd on Thursday and the stock, it's up 8%. But Reformation's greatest asset isn't a dress, it's the dressing room from Clueless. As if. But Yeti's hot IPO summer continues. And last week, we asked you to comment crop top if you wanted us to cover the Reformation IPO. We've never seen more crop tops in our lives. We got more crop top comments than the sales rack over at Abercrombie, Jack. So we covered the story. Reformation, it's the only clothing brand that calls their customers the ladies in their IPO paperwork.
12:00Reformation, it's like anthropology for celebs. Think of it like if The Gap and Captain Planet had a baby raised in Jennifer Aniston's guest room. Actually, if Everlane and Jennifer Aniston had a baby, but gave that girl double the allowance of every other kid in school. Because in the age of fast fashion hauls, a dress at Reformation is at least 200 bucks. And when Reformation filed to IPO last month, we covered that story. And we told you about their Gilmore Girls strategy. Because every generation shops there. Gen Z, millennials, Gen X, boomers. They're all collectively the ladies. But the big question we asked when we first covered Reformation, will it end up like Patagonia or like Allbirds?
12:38Because Reformation is betting the whole house on sustainability. They are. They said the word sustainability 192 times in the S1. And now sustainability has worked for Patagonia's brand for 53 years and counting. But sustainability only worked for Allbirds for less than 10, and now it's out of business. Well, here's the news. Reformation finally went public last week. The stock rose 7.6 % in the first two trading days, and as of Monday morning, it's worth$866 million on Wall Street. But pause the pod yet, because what fascinates us about Reformation isn't the linen dress. It's the secret tech getting you to buy that dress.
13:12And that tech was inspired by the 1995 cult classic movie Clueless with Alicia Silverstone, which Nick watched on the airplane on a recent flight back from one of our live shows. It's like you knew this story was coming. Honestly, it hits the same every time, Jack. Like, remember Cher's magic closet like midway through the movie? Do you remember that scene? The computer decides if the outfit she's thinking about putting on matches or not. And then it just brings it magically to her. Well, 49 of Reformation stores have a magic changing room technology. The technology is called RetailX, and here's how Reformation describes the tech.
13:44It quote, customers can interact with digital screens or use their mobile devices to build their dressing room the same way they would build a cart shopping online. Each RetailX store has just one of each item. Exactly. Because you don't bring them into the dressing room, you add them to your cart on your phone or on the tablets, and they bring it to the dressing room for you. And that dressing room has customizable lighting, like sunny day lighting or like, I don't know, a rave late night party lighting. I think every Reformation dress is designed for sunny day lighting, Nick. But you do get to customize the lighting accordingly.
14:16You never know where you're going to be at 2 a.m., Jack. Oh, and that screen in the room, it's like Cher's magic assistant. It tells you what pairs well with those baggy daddy jeans you're trying on right now. Which gives shoppers a confidence boost and upsell suggestions without you having to walk out into the middle of the dressing room area and become a public source of judgment. The result? 8.5 % more spend per customer at Reformation's locations with this retail X concept. And 2.7 % higher conversion from trying on something to actually buying it. But Jack, 8.5%, 2.7%, those don't sound like huge numbers.
14:49But Nick, 8.5 % of higher sales growth? Like forever? That's the difference between a growth company and not. Oh, and since the average Reformation order is$315, those extra$26 per order, that adds millions in extra revenue every year. And in the year of the AI IPO, you want to tell Wall Street a story about growth. A growth story that all started with a 10-second scene from the 1995 Clueless. That was harsh, Ty. That was harsh. As if, Jack. What's the takeaway for our buddies over on Rodeo Drive? I mean, our buddies over at Reformation. Reformation's backup plan? Replace sustainability with licensing.
15:29One thing, interestingly, Reformation did not talk about? Licensing that technology to somebody else. Reformation sees the retail X smart dressing room technology as a core competitive differentiator and proprietary technology. And they're not giving that secret to anybody else in the industry. But Jack, given sustainability's struggles in branding, licensing, that would be a very nice hedge. Four months ago, we covered Victoria's secret investment in smart dressing rooms. Victoria was working with a third party, and now every retailer is thinking about how to make a smart dressing room. Well, Reformation not only has the tech for smart dressing rooms, they have proof that it delivers a clear ROI.
16:04So Reformation, here's our pitch to you. If you got it, flaunt it. License out that RetailX model. Be a sustainable fashion brand and a tech provider to the rest of the fashion industry. Look, if Reformation wants to win as a publicly traded company, besties, it needs something proven to be more durable than fashion, which is subject to fads. Reformation's got it. It's the tech licensing. It's time to flaunt it. Just like Sherwood. Now, a quick word from our sponsor. Yeti's back to school starts now. So get long-lasting battery life on the Dell XPS laptop powered by Series 3 Intel Core so you can work from anywhere.
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17:51For our third and final story, a boy genius's AI hedge fund disappeared in one week. Jack, what just happened? We can explain the biggest finance drama of the year using the fast and the furious. Now, Yetis, there's a new first name trending out there, and it's not on the baby list. It's Leopold Aschenbrenner. He's Gen Z's Warner Von Braun. You should bring on some context, please, Jack. Warner Von Braun is the German-born genius who immigrated to the U.S. to help us win a U.S. arms race. You see, besties, 60 years ago, Warner Von Braun helped us get to the moon. Today, Leopold Aschenbrenner wanted to help us get to superintelligence.
18:28An intelligent Leopold is, Jack. He left Germany to enroll in Columbia University at the age of 15 and became valedictorian at the age of 19. Then he did stints at FTX and OpenAI before his, like, 20th birthday. But two years ago, at the age of 22, he got fired from OpenAI for raising AI safety concerns or for leaking confidential information. Depends on whose side of the story you actually believe. And after getting fired, Leopold launched a hedge fund in a life pivot. He wanted to use his genius to get rich people even richer. You know, raise millions to make billions. Yeah, I'm done pursuing super intelligence.
19:02I'm going to pursue super richness now. Naturally. And here's his pitch. I'm the 22-year-old Nostradamus of AI. Give me your millions and I'll turn it into billions. And billions he did too. 2024, end of the month of May, Leopold's fund was up 1 ,000%. Leopold led the hottest hedge fund on the street. It was called Situational Awareness and it was worth$45 billion. 45 bill. That's more than Porsche, more than BMW, more than Adidas. It is more than seven lifts. But then June and July came. Oh boy. The stock market fell. And Nick, do you know what Aschenbrenner means in English? This guy's last name.
19:38Jack, nine Spreckenzie German, don't know the Deutsche. It means Ash and Bern. Oh boy. And Ash and Bern is what happened to his fund. Because the result was a Wall Street drama worthy of a Hulu documentary, baby. Last week, we told you that Google reported their first ever negative cash flow quarter. They spent more cash than they brought in. And then Google and Metastock's tank last week, so did the chip companies that depend on orders from them. The biggest names in AI were down 50 % in just one month. We covered it on this pod. NVIDIA nosedive, prompts plunged, and chips dipped. But Leopold's hedge fund, which depended on the success of those AI companies, was down even worse.
20:15It fell from$45 billion to$10 billion on AI's midsummer panic, which presented an existential problem to the fund. I know where this is going, Jack. His fund's investments were collateral for a bunch of Wall Street loans he took out. And as the fund stocks dropped in value, his banks demanded more collateral to make up for it. So Leopold Ashenbrenner got a margin call. And in desperation, he had to sell the whole public stock fund to his rival, Hedge Fund Citadel. Okay, but Jack paused the pot because here's the wildest part. The very next day, after situational awareness sold all their stocks, the whole stock market rebounded.
20:51Microsoft popped 16 % on a great earnings report. On Friday, Amazon jumped 15 % after their profits more than tripled. Yetis, the market panic. It was over in 24 hours. The AI trade looked great again. The chip stocks that were down so much rose enormously second half of last week. In fact, Leopold's biggest loser, the South Korean chip company SK Hynix, fell 50 % but then surged 18 % the day after he sold it. It's like Leopold hosted a house party. Yeah, Jack. Ruined the whole house and then admitted to his parents the next morning, I destroyed the house. I'm so sorry. It's my fault. But then when Leopold went downstairs, he didn't realize that his friends had cleaned it all up and he never had to tell his parents.
21:29Yeah, it's like, oh, shoot. I didn't have to confess anything here. If I had just gone one day longer, I would have been fine. So yet is the other hedge fund here, Citadel, they are the winner. They bought the ultimate hedge fund dip in perfect timing that's already made huge gains. But 24-year-old boy genius Leopold, he is the loser. He had no choice. He was out of money. he had to sell all of the company's stock in a fire sale. So, Jag, what's the takeaway for our buddies looking at the biggest finance drama of the year? Leverage is like the nitrous oxide button in the Fast and the Furious. It's fun, but oh, is it dangerous.
22:03Oh, yes, it is. Yetis, last week we covered news that the NASDAQ had fallen 10 % in just the month of July. But Leopold's fund, which held a lot of those NASDAQ tech stocks, it fell way more than 10%. It fell 67 % in July. Why? Well, because Leopold made risky bets only. He was long on AI infrastructure and short on software. But the other reason his fund fell seven times more than the Nasdaq fell is because his fund was levered. Leverage. He borrowed$5 for every$1 he actually had so that he could buy $6 worth of stocks. And at that 5x leverage, a 20 % stock drop wipes out 100 % of your money.
22:40Using loans to invest, which is called leverage, is how Leopold was up 1000 % in two years. But That leverage is also why two-thirds of those gains disappeared in just one month. Like in the Fast and the Furious movies, the Nas button in Dom's charger, it makes it go as fast as a race car, but Nick, the Nas button, like leverage, is a very dangerous button. Are you sure there are a couple crashes in those movies, Jack? Leverage makes you go fast. It'll either take you further or it will make you crash. Jack, could you whip up the takeaways for us to kick off the week? There's a new story to excite SpaceX-Tesla merger gossip.
23:15Cyber cabs used as Starlink routers It's another campfire story that Elon tells Wall Street To get him a billion dollars in financing And buy him two more years For our second story, Reformation IPO'd At an almost$1 billion valuation It's profitable and has magic dressing room technology Just like Clueless Our thought, if you got it, flaunt it License that retail ex-model To the rest of the fashion industry And our third and final story is Leopold Ashenbrenner His hedge fund collapsed last week Because leverage amplified losses The boy genius was using leverage. It'll make you go faster and further in the markets, but it will make you crash if things go down.
23:50But besties, this pod's not over yet. Here's what else you need to know today. First, FIFA just had its wildest week ever, and that's after the World Cup ended. The 2026 World Cup smashed previous records for revenue by nearly 3x, but FIFA obviously wanted more. So they were going to sell part of the World Cup, the commercial part, to JP Morgan and a Trump-leaked venture capital firm for$20 billion. But after the European Soccer League threatened to boycott the whole thing and fans got very angry across the world, FIFA scrapped the plan over the weekend. This is a Super League all over again. Once again, the money grab was squashed because football's not for sale.
24:28Second, Spider-Man just set an opening day box office record. Not post-pandemic record, record record. We're talking$168 million at the domestic box office, beating the 2019 Avengers Endgame's 157 mil. And Spider-Man Brand New Day did it while competing against the Odyssey, which is still in theaters and only a couple weeks old. Because with great power comes great responsibility. Nick, now that Travis and Taylor got married, Tom Daya is getting the money. We're gonna make that term happen. And finally, the biggest drama in AI, it happened over the weekend between Sam Altman and parenting. Over the weekend, Sam Altman shared an idea he heard about how to use ChatGPT to parent.
25:06He said it was cool to upload your kids' interests, activities, and friends' birthdays into ChatGPT and have it create a podcast for them. Which is kind of like the podcast would be parenting, but you don't have to actually do the parenting yourself. An alternative idea? You just parent like an actual parent would instead of having ChatGPT replace you. Now time for the best fact yet. This one whipped up by Jack and me because we spent the whole weekend catching up on Shark Week. Shark Week is currently the longest-running cable TV program, doing 38 seasons strong. But Jack and I realized between all of these shark shows that no animal has influenced Wall Street and startup culture more than the shark.
25:45Sure, you got bull markets and bear markets, and there's a whale in the market who's making huge trades. But besties, when it comes to sharks, we have so many more references in business that Jack and I could create another podcast on this. Let's rapid-fire this thing, Nick. You have loan sharks. You got corporate sharks. You have Shark Tank. You got shark investors. When there's a lot of M &A happening, it's a feeding frenzy. Jack, before an IPO, the bankers chum the waters for the deal. When stocks crash, there's blood in the water. And besties, if you have a lot of competition, you're swimming with the sharks.
26:15Yeah, it is. You look fantastic. What a job. What a show, Jack. Besties, best way you can grow the show. Drop down, give us five stars, a rating and review, and put us in your group chat. And if you want to see us live, we got three shows this fall, starting in San Francisco, then Boston, then Seattle. Click on the episode description or grab tickets at tboypod.com, and Jack and I will see you tomorrow.
26:39And before we go, a happy birthday to legendary Yeti Lee Yee, the king of queens and the sultan of Spotify. Happy birthday to Boogers Haley and her horse Sierra celebrating in Las Vegas. And Temio Couture is turning 22 years old to go blue up in Boston, just inside Boston. Happy three-year anniversary of Nathaniel Asher's bar mitzvah down in Florida. And Annie Marsala, happy 33rd birthday down in Sin City, Cincinnati. Happy birthday to Lila Dwyer in Charlottesville, Virginia. The Who and Ajay Baradva has got a birthday and anniversary of his startup Elo Sunglasses, which were born out of a mishap at his wedding and now he's crushing it.
27:14Ajay, can you comment on what that mishap was? Because I'm really curious. Oh, side note, Ajay has listened to every episode of The Best Idea Yet three times, Jack. Not too shabby. That is wild. And happy wedding anniversary to Ed and Kathleen Whalen over in Chicago doing logistics. Congratulations to Cassie Parco, the best sourdough maker of Phoenix, for getting a new job. And a three-year anniversary of Anthony Sarmiento's first ever hole-in-one on the golf course. Congratulations. And to anyone else celebrating something today, make it a T-boy. Celebrate the wins.
27:47This is Jack. I own stock of Amazon and Lyft. I own one share of SpaceX and Nick owns more than one. Nature raised farms. Yetis, you walk into the grocery store, excited to cross off your list. That empty shopping cart is an ocean of opportunity. Then you get to aisle six and it hits you. Oh boy. Choice paralysis. Yes, we whipped up takeaways about this on the pod. Too many options. It's like a game of chicken. Do I go with that chicken or that chicken? Yeah, the irony of having so many chickens to choose from, you cannot choose. This one's raised on a farm. This one's raised on a prairie. Is this range-free or cage-free?
28:17Choice paralysis of all these options. It makes us feel dumber. So Nature Raised Farms is built on the simple belief that food shouldn't be complicated. Especially chicken. Definitely shouldn't be complicated, but the freezer aisle, it makes it that way. Too many options, too many additives, a lot of random compromises. But Nature Raised Farms chicken is free from gluten, dairy, and soy made with no seed oils or artificial ingredients. You know what you're getting. So you can make a simple decision, get on with your day without stressing about the chicken parm recipe. Because that recipe, it's really simple and so should be your chicken.
28:43Nature Raised Farms, it's built on a simple belief. Food shouldn't be complicated.
Elon & Cybercabs can spit out Starlink wifi… it’s another reason SpaceX + Tesla will merge.
Reformation IPO’d, but its secreet is smart dressing rooms… inspired by “Clueless.”
Leopold is the 24-year-old boy genius hedge funder… But last week he crashed like Fast & The Furious.
Plus, what’s outselling Aperol and up 2,200%?.. Hugo Spritz.
$REF $TSLA $SPCX
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