👉 “Poke” — MySpace vs. DisTok. Travis Kalanick’s future-port. Pringles’ perfect AI potato. +Spreadsheet Dating

0:28This is Nick. All-time highs. This show is at all-time highs, Jack. Nobody wants to see your hairy shins, Nick. What have we got in the best place in business? Have you seen these, Cavs? For our first story, MySpace is making a comeback while Disney is hooking up with TikTok. Yetis, these two stories explain the future of social media, MySpace 2.0 and DizTalk. For our second story, your next Pringle may be perfect because of AI. Potatoes, Pringles, and digital twins. It's the recipe for the elusive return on AI. And our third and final story is Uber founder Travis Kalanick. He's back. He just raised$1.7 billion for his next startup, Atoms.

1:05And Travis signed a deal to build a new thing called a VertiPort, the travel port of the future. And it's right downtown. It's coming downtown. But yetis, before we hit that wonderful mix of stories. Wonderful mix of stories. Love the mix for the new Friday, Jack. Tinder fatigue. Bumble's been humbled. Dating apps, they've been dead, baby. But the surprise new way for young people to find love? It's in the spreadsheets. Excel. spreadsheets. Get this. Singles are so burned out right now, they're letting spreadsheets decide their dates. Jack, forget intuition, emotion, or romance, man. Alex is crunching Kevin's over on Excel.

1:38And redefining the command VLOOKUP. She has a whole separate tab just for dudes named Brian. I mean, Jack, how do you know if he's the one? Because the cells merged and I didn't get an error. That's a green flag right there. The Wall Street Journal actually found one woman whose dating spreadsheet is such a good template, she's turned it into a business. She's charging 10 bucks a month for a copy for Excel and 10 ,000 people are paying for it, man. These spreadsheet singles believe that data is the cure to their dating drama. So these love hackers have created data sets to spot patterns. Like I only catch feelings after the fourth date or my best dates order two drinks.

2:13If they bring up their mom more than once, it's a turnoff. If they bring it up more than four times though, is that a turn on? Okay, just checking. I was just curious. So, millennials are now tracking dates like you count steps. Call it a Fitbit for feelings. But seriously, Nick, how do you know she's the one? Because Jack, the conditional formatting told me so. Are we going to do a spreadsheets, bedsheets, joke? I'm just going to say, I'm a freak in the spreadsheets, Jack. Let's see our three stories.

3:05First, a quick word from our sponsor.

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5:29For our first story, MySpace is making a comeback while Disney is hooking up with TikTok. What's going on? These two events show the two different futures of social media. Yetis, let's go back to June 2006. Jack and I were graduating from high school. Jack actually had just gone to prom in a white tuxedo, which that was a flex, Jack. I saw those pics. You didn't mention the lavender tie, Nick. No, no, I didn't, Jack. But the new website at the time of our high school graduation, the biggest website on earth, what was it? MySpace. It had just passed Yahoo and Google as the most visited website in the world.

6:04But it turns out MySpace actually started as an internet side project before it accomplished all of that. Because three years earlier, in 2003, two brothers in Santa Monica invented the first social network. That's right, a custom profile page and a way to connect the first social network. On your MySpace page, you actually had to pick your top eight friends. Wow. So if you thought picking your groomsmen or bridesmaids was a challenge, everyone had to with MySpace. Also, you would add a profile song to your MySpace page, which is how Taylor Swift actually got started in music publicly. Yeah, she posted all her music on MySpace.

6:37Now, our favorite stat about MySpace, why don't you share this one, Jack? One user had a record 272 million friends. Actually, the co-founder, Tom, because every new MySpace user was defaulted to be his friend automatically. Which is a very Zuckerberg move, to be honest. Yes, it is. In 2005, MySpace sold to Rupert Murdoch of News Corp for 580 million bucks. Back then, they were doing$800 million in ad revenue. MySpace was looking like a really good business. But that was the peak because MySpace walked so that Facebook could run. All over it. All over it. Yeah, MySpace, it was the original zucking.

7:14It got zucked by Marky Mark Zuck. In 2011, MySpace sold for just$35 million, A 95 % valuation drop as everyone was on Facebook instead of MySpace. Oh, and one of those buyers was Justin Timberlake. Ironic, because just one year earlier, Justin Timberlake was an actor in the social network, which was about Facebook. So it all kind of comes full circle, and here's the news. Those two MySpace brothers, they own it again, and they're planning their third comeback. They announced it in a new documentary called MySpace. Okay, but pause the pod, Jack. Funny timing here, because just as MySpace was plotting a return, we got this news on a Wednesday.

7:50Disney announced a deal to put TikTok videos inside the Disney Plus app. That's right. Goofy is now an influencer. Now, we should point out, Disney Plus already has a section called Verts, which is a short form vertical video feed in the app to help you discover content on Disney Plus. You swipe through clips of shows and movies on Disney Plus, and you click through to watch the whole thing. Yeah, you're like, oh, I forgot Mighty Ducks was on Disney Plus. I'm going to watch this thing. The thing is, that vert section is only getting Disney so far. They want user-generated videos now, you know, TikTok style.

8:21So in the coming months, you'll see, and I quote, a thoughtfully curated collection of Disney-centric fan content in the form of TikTok videos within the Disney Plus app. Because participating creators will gain access to Disney's valuable IP. Which Disney protects like bootstraps bootstraps. Captain Hook and Peter Pan, yeah, he would protect that stuff hard. But participating creators in this program can make certified Darth Vader videos like nobody else and cross-post them on both TikTok and Disney+. Okay, that sounds kind of familiar, actually, Jack. Yeah, Disney signed a very similar deal last year with OpenAI, but had to cancel the deal when OpenAI canceled Sora.

8:58Okay, but besties, this is what Jack and I find fascinating. Disney ain't the only media brand pivoting from horizontal TV to vertical phones. We see the geometric pivot to vertical video in microdramas. Ah, microdramas. Dozens of vertical one to two minute episodes make up a microdrama miniseries. They're borderline soft porny. The divorcee married to a werewolf. And he's a billionaire? It's highly addictive content, Nick. Yes, it is. But these microdramas are the fastest growing media out there right now, expected to reach 14 billion bucks in revenue this year. So Peacock just added this summer original microdramas under the Bravo brand.

9:37And Fox just bought a stake in a microdrama production company. Paramount Plus is testing licensed microdramas on their app as well. And they're all doing it because our collective attention has shifted from horizontal TV screens to vertical phone screens instead. So Jack, what's the takeaway for all our buddies looking at the wild world of media right now? Two roads diverged in a wood. MySpace 2.0 or DizTalk. Yes, what's wild about these two announcements is they are two opposite visions of social media's future. Disney and TikTok, that represents the algorithmic, fast-paced, endless scrolling that you do by yourself on your phone.

10:14While MySpace is a human-focused, algorithm-free, digital connection to others. One represents the cutting-edge, addictive tactics of tech companies and media companies. And the other represents a return to the OG static image of the industry. Now, maybe the digital detox trend that's been bubbling up, maybe that takes off and more of us turn to this MySpace slower social media. Or maybe the pull's just so great we all just stick with our infinite scroll. Or maybe there's room for both. But let us know what you think the future is in the comments. Two roads diverged into wood. Do you want MySpace 2.0 or do you want DizTalk?

10:49For our second story, the most successful use case of AI so far, it's Pringles. Pringles. AI may have just created the perfect Pringle. Did you hear the great news? We have perfect Pringles! I knew I smelled something going on over here. Because the next big term in AI is digital potato twins. We'll explain it. But besties, Jack and I have noticed, we humans, we've done a lot of things with dough, haven't we, Jack? Sourdough, pizza dough, the pretzel, Play-Doh. Oh, good call, good call. Well, the Pringle, it delivers the most dopamine, and we can stand by that one. In 1968, engineers at Procter & Gamble aimed to solve the world's broken, greasy, stale potato chip problem.

11:27The solution? A parabolic-shaped, non-perishable, stackable, break-resistant potato chip. That's the first time we've said parabolic on this show, Nick. Yeah, yeah, it was the first, maybe the last. No, we should point out, Pringles are extremely processed. Yeah, they are, Jack. They were literally developed by a chemist in a lab. But fascinatingly, the chemist behind the Pringle was so proud of his creation, he had his ashes buried in a Pringle can. Yeah, his Pringle can, that was his urn. No joke. R.I.P. The P stands for Pringle. Well, besties, after that, Procter & Gamble sold Pringle to Kellogg, which then spun off its snacks division, Calanova, which then it sold to Mars, the candy company.

12:04Yeah, the business Pringles has been passed around like a Pringles can. But now Pringles is doing$4 billion a year in revenue. Jack, you sprinkle on some context, please. That's bigger than Lay's potato chips or Crocs. Besties, this is why Jack and I wanted to cover this story. This is the first AI story we've covered about chips that aren't computer chips. Actual potato chips. Because for four years, Pringles has poured$5 million into AI to try to create the perfect Pringle. The perfect Pringle. You see, while every potato chip you eat looks the same, no two Pringles are actually exactly alike.

12:37Because Pringles uses 705 million pounds of potatoes every year. And potatoes, they come from different farms. They come in different shapes. Every potato is different. There are actually 200 different variables that influence a specific Pringle's form. From dough humidity levels to the number of flower particles. Now, historically, a human looked at each potato for quality control at the Pringle factory. They're known as dough makers. They touch, look at, and smell each Pringle at each stage of the production line. But now, Pringles introduce new sensors that capture tiny variances in the raw potato materials.

13:09Variances that the human eye can't detect, like the skin of this potato is one millimeter thicker than usual. Then those sensors feed that data into an AI model that creates a digital twin of the potato chip. But here's the most interesting part. They simulate putting that digital chip twin through the rest of the digital production line, which they've also twinned, and they see how the chip comes out at the other end. Which lets you adjust the machine to correct for imperfections before the real dough actually goes through the machine. It kind of lets you see the future and then correct the present to make the future how you want it to be.

13:43So Pringle can create the perfect potato chip based on real-time results of the digital twin. And funny timing, because NVIDIA just published an article about how huge digital twins like this is going to be. Jack, what's been the result for Pringle with their digital twins? 10 % quality improvement, 13 % waste reduction, and 40 % return on their$5 million AI investment. Besties, it took four years and five million bucks and a whole lot of potatoes hurt in the making of this film. But tubes of Pringles are now nearly guaranteed to include only perfect Pringles. If only AI could actually solve the final problem that we all face when we eat a Pringle chip.

14:19Your breath. Especially after sour cream and onion. Put that in the dating spreadsheet, Jack. So Jack, what's the takeaway for all our buddies looking for the perfect Pringle? The new stat everyone wants to know, not ROI, RO-AI. Yetis, Jack and I actually read two big articles this week that were dissing on AI. They say that the hype is overblown. First was from Lululemon's former CTO, who wrote in the New York Times that AI initiatives always overpromised. And then the Chili's CEO canceled almost all of their AI projects, also saying they were overblown and not working out. If you're curious about one of those two stories, drop a comment, we could cover it tomorrow.

14:55Comment stretch for Lulu or a triple dipper for Chili's. But yet he's, after two to three years of the AI era we're living in, investors are now demanding measurable results. And Pringle is one of the rare companies sharing a case study of AI success, a 40 % return on their$5 million investment. So the big term to start looking out for on earnings calls, ROAI, the return on artificial intelligence. Now a quick word from our sponsor. Built. Yeah, it is full disclosure. I used to own an apartment, but then my wife and I sold it and now we're back to renting, baby. I'm owning, but we both suffer the same issue, Nick and me.

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16:00And one unexpected benefit of Bilt is that every member gets access to its agentic neighborhood concierge in the Bilt app. First, you download the Bilt app. Second, you link your credit or debit card. And then you ask the Bilt neighborhood concierge to basically be your AI butler. Makes you feel fancy. So download the Bilt app and join the membership for where you live at joinbilt.com slash tboy. That's J-O-I-N-B-I-L-T dot com slash T-B-O-Y. Use our link joinbilt.com slash tboy so they know Nick and Jack sent you. 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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17:06For our third and final story, nine years after getting pushed out of Uber, Travis Kalanick has returned and he's building the Vertiport. What the heck is a Vertiport? It's the transportation of the future and it's coming to your city's downtown. Yetis! Travis Kalanick is back, baby! Those are his words, actually. And they're Andreessen Horowitz's words, too. Yeah, you see, Travis is part of the Mount Rushmore of move fast and break things. Who else's face is on that, Jack? Mark Zuckerberg did it first. Travis Kalanick moved fast and broke things second. All right. Robin Hood third? Yeah, I guess we would have Vlad Tenev up there.

17:41And Sam Altman fourth. But Travis moved so fast and broke so many things, he was shown the door over at Uber. Before Uber's IPO in 2017, Travis had to leave the company heartbroken. Again, his words, because venture capitalists forced him out as CEO. But in Travis's post-Uber era, he hasn't been sitting at home crying. He became a pioneer of the ghost kitchen. Ah, the ghost kitchen, like how your pad thai was made by Travis's mystery delivery-only restaurant that has no seats inside. But now, with Andreessen's backing, he launched Atoms. A-T-O-M-S, Atoms. To digitize the physical world. Now, Travis says Uber already did that.

18:17Uber digitized taxis and digitized food delivery. But now the rest of the physical world is Travis's disruption canvas to digitize. So yet he's Jack and I dove in T-boy style. We read Travis's new manifesto two weeks ago when he announced this brand new thing. Along with a$1.7 billion fundraise that was led by A16Z. But two weeks ago when we read it, you know, digitizing the physical world, that was so vague, we decided not to do a story on it. We passed on it for the pod. But this week, we got the first concrete example of what he was talking about. Emphasis on concrete, by the way. And that's why we're covering it right now.

18:50Because Travis's Adams startup just partnered with Joby, the electric takeoff and landing vehicle. Or EVTOL for short. Which is like an electric helicopter that also flies like an airplane, Jack. But some people call it an urban air taxi. It's so new, we're still figuring out what to call this thing. But what is Travis Kalanick and Adams' role in this brand new idea? Joby wants Adams to build a network of vertiports for these aircraft to pick up and drop off passengers. Ah, the vertiport, the airport of the future. Adams actually provided a picture of what the first vertiport would look like. We looked at the picture.

19:23It's kind of like a train station designed by Luke Skywalker after he took ketamine with Elon Musk. The structure is a compact parking garage, basically, with three circular helipads on the roof. And it's built right in the downtown of a major city. So the initial use case is likely to shuttle you to the airport from downtown LA, Manhattan, Miami. Five minutes, you're at the airport terminal. So Nick, the roof is used to board these urban air taxis, but the ground floor is for the robo-taxis. Right, because you arrive at the VertiPort in the middle of the city on a robo-taxi ride. So this VertiPort, they're building for the future.

19:58Underneath the roof is three levels where robo-taxis can charge the vehicles. Because robo-taxi charging and cleaning is a huge piece of the self-driving future. Add it all up, digitizing the physical world is my life's work, Travis said. Uber was first, ghost kitchens were second, and now we're seeing it with Adams and Vertiports. A Vertiport, a purpose-built downtown urban airport for flying taxis and robo-cabs. That George Jetson cooked up with Elon while they were doing drugs. So Jack, what's the takeaway for all our buddies named Travis? The next era of public infrastructure will actually be private.

20:32Yeti's wonderful trivia stat Jack shared with me earlier. The first transatlantic commercial flight was June 28, 1939, New York to Lisbon, Portugal. It was Pan American Airlines, and this was the first time a regular person could pay to fly across the ocean instead of having to sail on a boat. Okay, but here's the trivia part. That plane, it didn't take off from LaGuardia or JFK in 1939. Because those airports didn't exist yet. That's right. The plane took off from Long Island Sound, the water, because it was a seaplane. Similarly, existing port infrastructure doesn't work for the new transportation technology we're emerging into.

21:09No, but with the cost of building things so high and government less capable than in the past, we expect vertiports and robo-infrastructure to be built by private companies. And Joby, a publicly traded company, and Adams, a VC-backed company, give us a first glimpse of that. Besties, that all up, and the next era of public infrastructure will be private. Jack, could you whip up the takeaways for us for the new Friday? Disney is putting TikTok videos in the Disney Plus app while MySpace 3.0 is being planned. Two roads diverged in a wood. One of those is our social media future. For our second story, Pringles wants every chip to be perfect.

21:45So they created digital twins and it worked. It delivered a 40 % ROAI return on artificial intelligence. And our third and final story was Travis Kaladick. He's back with atoms, digitizing the rest of the physical world. Because the next public infrastructure will be private. But besties, this pod's not over yet. Here's what else you need to know today. First, stocks were chilling close to all-time high ATHs on hopes of a Strait of Hormuz deal. Oman and Iran will control the Strait according to leaked reports of a not-yet-final deal. Now, investors would just be happy if the oil started flowing freely right now.

22:21And by the time you listen to this, the deal might be announced already. And second, we got a tariff refund winner here. It's Elf Beauty. Why did the dupe beauty brand's profits jump 100 % last quarter? Why, Jack? That was thanks to a$50 million tariff refund. Now, here's the wild twist. Jack and I asked the CEO of Elf Beauty, Tarang Amin, what he would do if the Supreme Court struck down tariffs and he got a refund. He pledged on our pod that he would return those savings to customers, and he's honoring his word. That's right. Alpewity's reversing a whole bunch of those$1 price increases on your lipstick.

22:54And finally, it's the craziest breakthrough in toilet paper since the roll. Kimberly Clark, the world's biggest toilet paper maker, just announced a Goldilocks Discovery Wild. Instead of using trees to create toilet paper, it can create stronger and softer TP with Hesperallo. Never heard of Hesperallo? We hadn't either. It's actually a flowering plant, like a grass, but it wouldn't require cutting down timber or bamboo to have it. It's going to have a smaller impact on the world than the same impact on your butt. They spent 20 years, 230 million bucks, and now have 30 patents for Hesperalo toilet paper.

23:29Now time for the best fact yet, this one whipped up by Tony B, who's commuting in from Connecticut. New York City is winning in its war on rats. And it's all thanks to the bins. Where you been? Get this, besties. New York City is on pace for the lowest number of rat sightings since before the pandemic. Rat sightings are down 22 % right now compared to the same time last year. See, back in 2022, Mayor Adams announced a war on rats. We covered it on the pod. He even hired a rat czar. And the key solution was on-street trash bins. Shocker. But when you put your garbage in a bin and not a bag like New York had for 300 years, the rats don't have as much fun.

24:09When Nick and I lived in New York, we would put our trash on the sidewalk and it'd sit there for like 12 hours. Rats can chew through plastic bags. they can't chew through plastic bins yet. By the way, this is a plot point in House of Dragons season three. In House of Dragons, they just brought a bunch of cats in. That's the other option. Also in the Ninja Turtles movie, I believe this is also a plot point, Jack. So this is life imitating art right here. Yetis, you look fantastic out there, Jack. You are glowing. And the best way we can see you glow is if you come to our next live show, San Francisco, September 23rd.

24:44The Palace of Fine Arts. Palace. It's going to be our biggest show ever, and we can't wait to see you there. We got two more shows after that in Boston and Seattle, and you can buy your tickets at tboypod.com. And the Boston show, just inside Boston. Literally, literally, literally. Jack and I, we'll see you tomorrow.

25:06And before we go, a happy birthday to legendary Eddie Dilwin, who's got a birthday and launched a coffee company in New Orleans just one year ago. Happy birthday to Gary Kleinman, living it up the best way, playing golf in New Jersey. And Adrian Cheperin, we see your 11th birthday. Keep celebrating it down in Maryland. Big shout out to Margot Bissette, who just completed her dream of a cross-country road trip. Did you go north or did you go south? And Shahil and Julie Patel, happy five-year wedding anniversary over in Brooklyn. We'd never forget it. Happy 15-year anniversary to Timothy and Carolyn Geparth in Indiana.

25:39Congratulations, guys. And Jamie and Blake are getting married in Maple Valley, Washington this weekend. Congrats, guys. These two are OG market snackers and huge fans of the best idea yet, too. And Logan Miller, promoted to BizIntel developer at RingPower. Congrats on the big win. And a thank you to Yeti's Will Birdsey and Grace and their whole family who took a huge trip to Sardinia and sent Jack and I pics of that new Fiat Topolina. And to anyone else who's celebrating something today, make it a T-boy. Celebrate the wins.

26:12This is Jack. I own stock in Disney and Bumble. Nick own stock in Lululemon, and we both own stock in Robin Hood. 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.

26:41Is this range-free or cage-free? Choice 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.

27:07Because that recipe, it's really simple, and so should be your chicken. Nature is farms. It's built on a simple belief. Food shouldn't be complicated.