🔪“Scream Stream” - Netflix unhinged game. Levain Cookie’s à la Mode. Housing’s Warp Speed. +Golf Sand Surge

0:01This is Nick. This is Jack. It's Thursday, the new Friday, June 25th. And today's part is the best one yet. This is a T-boy. The top three pop business news stories you need to know today. The Eddies, we are live in New York City together. We actually just interviewed the wildest human in fashion. We just interviewed a guy who was the CEO of Ann Taylor at the age of 35. Then he led the Gap. Then the Old Navy. Then J.Crew. Then Madewell. And he helped Apple design the first Apple Store. Yeah, the Apple Store. That was it. If you know who we're talking about, drop it in the comments. In the meantime, Jack, we got three fantastic stories for today's pod.

0:39What do we got in the biz? For our first story, Netflix's newest blockbuster isn't a show. It's a video game starring Zoe Kraft. Okay, but Jack, Zoe's phone in the video game? It's your phone. Hard to explain, but really cool concept. For our second story, Levain Cookies is selling more cookies than any summer in cookie history. And it's all because of the a la mode strategy. And our third and final story, the most bipartisan beloved thing Congress has done in decades? It's a housing bill that disrupts your landlord. But Trump refuses to sign it. We'll explain why your rent will still fall. But yetis, before we hit that wonderful mix of stories.

1:15Like I said, love the mix. This is a great mix. The most famous movie quote about golf. It's from Shooter McGavin. This guy spends more time in the sand than David Hasselhoff. Well, golf course developers will have what the Hoff's having. Uh, trend alert. Golf industry. It's adding more sand to more courses, according to Bloomberg. Because bunkers are great for the balance sheet. That sand, it is a Greg Norman certified profit puppy. To sprinkle on some sandy content. Please, Jack. The biggest water user in this country after agriculture is the golf industry. Because you need a great lake of agua just to water Augusta.

1:48Plus, those greens are very high maintenance. I mean, the mowing, the fertilizer, the rodent and pest control sucking up the suds. You know the gopher from Caddyshack? How could I forget him? Huge pain for Petal Beach's profits. So, to adopt the changing climate and rising costs... Golf course developers are simply replacing what should be grass with more sand. And Jack, this is a Nathan For You level genius of business idea, is it not? Because it both lowers costs and will lead to higher revenue. It's like a hole in one for investors in like five different ways. Because with sand, golfers do the raking.

2:20So the course doesn't have to. And the sand reflects the sun more than grass. So the course sells more sunscreen. And sand is so impossible to hit out of. It's hard. This will be huge for the golf school. Bad for handicaps, great for the financials. Plus, there's proof of concept that golfers won't mind more sand. Jack, the most primo golf courses in the world, all covered sand. Have you seen St. Andrews? Yeah. It's one bunker. It's one giant bunker. $700 to spend six hours slapping away in the sand, Jack. Do I have to go more three? Yeah. He's just going to invite Chubbs to sunbathe off the third fairway.

2:50Don't even need a lawnmower. Jack, let's hit our three stories. Fifteen years before this song, two boys from the Northeast met in the dorm. They had an idea to cause a cultural storm. It's the best one yet, but the best is the norm. Jack, Nick, that's it. I don't even think they need to practice. 50%, that's a fat tip. T-Boy City on your at-list. If you know, you know, cause we ready to go. We can't wait no more, so just start the show.

3:19Start the show. First, a quick word from our sponsor.

3:29Monarch. All right, Yetis, one lobster roll, no joke, 50 bucks on Nantucket. And why is that a problem, Jack? Because we're going to Nantucket this summer on a joint family T-boy trip. It's a write-off. It is expensive, but we will travel with peace of mind because our finances are organized in Monarch, despite the lobster rolls. Monarch is the personal finance app that tracks everything, accounts, investments, savings goals, and spending. Get your first year of Monarch Core for half off, just$50 with promo code T-boy. Monarch shows visually how much you're spending this month compared to the average month, which is really useful.

4:02So like, honestly, this month, been a doozy jack. Booked a lot of travel, but I know the future months won't be as bad after lobster roll season. You know because Monarch showed you. Last year, you had a spike in May for travel bookings, but a dip in the summer because the travel was already paid for. You can even ask Monarch's AI assistant anything about your finances. Like, what are the key changes in my spending so far this year compared to last year? And how much was spent on lobster rolls last summer. Use code TBY at monarch.com to get your first year of Monarch Core at half off, just$50.

4:32That's 50 % off your first year at monarch.com with code T-Boy. Beer-O Premium Non-Alcoholic Beer. All right, Yeti, it's a little behind the scenes here. Before our New York City live show back in April, Jack and I went sober for two weeks. True story. Couldn't risk getting sick. I didn't want to be groggy. I couldn't afford a hangover. It was New York, baby. Okay, but Jack, celebrating the wins is what we do. And so for our live shows, we crack open something special. So we drank Biro, the premium non-alcoholic beer brand co-founded by Tom Holland. Yeah, I actually first saw it at my grocery store.

5:05Delicious tastes like a celebration, feels fantastic, and looks legit. More on the looks in a sec. And if it's good enough for the actor who played Spider-Man, it's good enough for us. You see, it pairs well with a pickleball game, a profitable earnings report, or with the best podcast. So yeties, if you want to celebrate the wins with all the taste of a premium lager or IPA, but none of the alcohol, there's no better choice than Bureau. Okay, pause the pod. Did we mention the can is straight up gold? This thing will stand out at every one of your next parties. Trust us, we've done it. Only beer we know that actually upgrades the scene like a promotion.

5:39So besties, if there's a win you're celebrating every day, Bureau is the non-alcoholic brew brand you got to bring. So use code T-Boy for 20 % off your first order at BureauBrewing.com. For our first story, Netflix pulled off the wildest move in video game history. Get this, a game whose main character calls you on your phone. Netflix is launching the gateway drug of gaming. And yeah, Zoe Kravitz is involved. But first, Yeti's Grand Theft Auto No. 6 pre-orders begin at midnight last night. Jack, to all those who celebrate, congratulations. 80 bucks for the most anticipated game in video game history.

6:19and it arrives November 19th at your door. Now, besties, full disclosure, Jack sounded like a video game pro right there as he rattled that off, but you're not an avid gamer, are you, Jack? No, but I was in Italy. Yeah, you were in Italy. We know because you're still wearing the linen shirt for the third day in a row. I'm a Malfi Jack. Are you going to wash that thing or do you have three of them? Story for another pod. But Nick, in the hotel in Italy, I logged into Netflix one night to watch Turning Point with Alex. Yeah, yeah. And I was greeted on the homepage of Netflix with a video game, a FIFA video game.

6:48Okay, so what did you do? What takes it from there? Well, I scanned the QR code, which turned my phone into the video game's controller. All right. And then I could run around and pass and kick the ball like Lionel Messi on Netflix using my phone and the TV screen. Now, besties, we double-checked. Jack didn't drink too much limoncello that night. This is a real thing. It actually must have been testing in foreign markets for Netflix, right? Because yesterday, Netflix made a huge American announcement. June 30th, Netflix's blockbuster brand new original video game debuts, and it's unhinged. It's called unhinged.

7:21But it's also unhinged. Now, Netflix has actually had video games since 2021. Right, but this unhinged video game, it breaks physical dimensions, and yeah, we'll explain. And yet, it's not for gamers. Right, it's designed to appeal to non-video gamers, like the Nintendo Wii used to. Now, to sprinkle on some context. Please, Jack. If you play this game, it begins with an empty apartment because there's a hurricane and the power's out. It's a very scary situation. So you're stuck in a dark, dingy apartment. The main character's name is Ava. It's voiced by Zoe Kravitz, and she's desperately trying to get on the phone to get help from somebody.

7:56She needs help because there's a murderer in the building and a zombie in the bathroom. Oh, but here's the kicker. Ava's phone in the video game is your phone, the one that you scan the QR code with. We repeat, you turn on your real iPhone's flashlight and point it to move around the fake flashlight which is inside the video game. It's almost like Avatar. Like, you're controlling the character in the game and you're doing it with your phone by moving physically around the room. Oh, and when the super from the video game, like, calls a character within the game, you see a phone call coming on your real phone.

8:30That 888 number calling you? Yeah. It's the character from inside Netflix's video game on the TV. Jack, it's like Nintendo Wii, but if Hannibal Lecter were the game designer in real life. This is hard to explain. It is. But it looks really cool to experience. What Netflix has done here, besties, is they've broken the fourth wall. The game is interacting with you. But here's the big question Nick and I had. Why is Netflix investing Silicon Valley-level tech with Hollywood-level production into a video game initiative that hasn't really worked for five years? And what do we think the answer is, Jack?

9:02They're competing with TikTok and YouTube. Those are Netflix's real competitors, and you spend so much time on those platforms. But Netflix is also competing with concerts and live events for your experiential time spent every day. So instead of an algorithm, Netflix has developed a new level of an interactive game where your phone is the best supporting actor because the fake video game characters from the game give a real phone call to your real phone. I'm sorry, pause the pause, Jack. I'm getting a call, and I think it may be Zoe Kravitz. No, it's actually the murderer zombie. All right, cue the scary music.

9:34So, Jack, what's the takeaway for our buddies over at Netflix? This is Netflix's gateway game. Yetis, like we said, this game is designed for non-video gamers. Netflix executives, they even sent it in the press release. There's no extra gaming console needed. It's very simple to play, and the entire game lasts less than 45 minutes. That's less than an episode of Widow's Bay. Plus, it's horror, the most popular category that's crushing it on TV and in the movie theaters right now. Plus, plus, Jack, it'll be on the biggest billboard in tech, the Netflix homepage, starting on June 30th. 200 million monthly active users are about to be told to try out this game, the first Netflix video game you've probably ever tried.

10:13What we're saying, besties, is what Super Mario did to introduce Nintendo, what Candy Crush did for mobile gaming, what Fortnite did for the PlayStation. This is Netflix's gateway drug. One hit that hopes to hook you. For our second story, Levain Cookies. It's having its hottest summer ever thanks to one cold growth hack. It's a growth hack that works for any business. It's a la mode. It's the a la mode strategy. Now, Yetis, we know what you're thinking. Sure, Crumble Cookies, a$2 billion cookie chain empire. But Levain walked so Crumble could run. Levain, Levain, you could call it either one if you're French or going with the latter.

10:55But. Or if you're a New Yorker, apparently. But it is the world's densest cookie, and we got the receipts to back it up. Levain was founded in 1995 by two triathletes on the Upper West Side of New York who needed to calorie load. Jack, we're talking about a half-pound single cookie here. Seriously? Yeah. Eight ounces? Yeah, yeah. You gotta lift with your legs. A double quarter pounder? Not with your back. The walnut chip has enough protein to grow a third bicep. Our buddy Griff worked there on 74th Street at the original. He said that he used so much butter in the cookies, he herniated a disc one day.

11:26Didn't want to know that, Nick. But that butter, it's a profit puppy. They're making over 100 million bucks of sales over at LeVayne, and they were acquired by private equity just a couple years ago. They're now trying to scale to become like the blue bottle, but for cookie dough. Okay, but Jack, pause the pot and grab a napkin because there is one big problem here. Seasonality. Yeah, seasonality kind of sucks. People prefer warm cookies in cold weather. Just ask Santa Claus. June, it's the slowest month for LeVayne. I mean, Jack, melting chocolate chips not welcome when your shirt is soaked in sweat already.

11:53No, they're not. I mean, you're not sticking your face in a piping hot oatmeal raisin when the humidity hits 180%. Again, no, you're not. Nothing fun in July about, oh, my tongue just got scalded by a snickerdoodle. But the coldest month for cookie sales happens to be the hottest month for ice cream sales. You see what we did there? Levain's new bet, as a result, is a la mode. They're adding a scoop of ice cream to boost cookie sales. And get this, besties. Just one month after launching, ice cream has now been added to one out of seven Levain cookies. And this strategy is a double-dip financial trick.

12:27Why is that, Jack? It brings in customers who otherwise wouldn't come in at all, and that new visiting customer ends up buying two things. They buy a cookie and they buy a scoop. But a la mode, it's also increased the tummy share for this cookie chain. It's added new occasions for ordering cookies. Because the post-dinner cookie order, that's up 10 % for people coming in after 6 p.m. Because they're ordering a la mode. But wait, there's more. What else is there, Jack? Levain isn't making their own ice cream. Instead, they're collabing with beloved local ice cream shops. Like Cafe Pana in New York City, Milk John in Philly, Yala Greek in D.C., and Wanderlust ice cream over in L.A.

13:06Levain gets the publicity of the collab, and they added ice cream to the menu without any upfront cost. Yeah, they don't need an ice cream machine or ice cream know-how. They're just partnering for the ice cream. And finally, this is a hack for consumers. Savvy consumers. Right, because it's made LaVeyn a place to get popular ice cream without the long lines of popular ice cream. Try this out this weekend. Get your date a scoop of Cafe Pan and Gelato at LaVeyn instead of waiting an hour in the actual line at Cafe Pan. I mean, Jack, cutting the line, your date is going to be super extra impressed.

13:36This is the first growth hack that might get you a first kiss. You heard it here first. But Jack, what's the takeaway for all our buddies over at Levain Cookies? What is your a la mode strategy? Yetis, adding an option to add a popular ice cream was a grand slam marketing move for Levain. It wasn't additive to revenues. It was multiplicative. Totally. It increased the number of customer visits and the revenue per customer visit. You can't just add anything to your product list. It has to fit the a la mode mold to become a revenue multiplier. Levain added croissants and breakfast pastries before, but that didn't multiply sales like ice cream did.

14:15Now, Jack, Krispy Kreme, they added coffee. That was their a la mode. It turned them into a breakfast and a dessert spot. At Domino's, adding salad to the menu was their a la mode. All right, they became a dinner spot even if you had a dieter in your group. And it's not just food that this strategy could work. Good point, Jack. Ski resorts are adding water parks as their a la mode. Which brings in families and adds another revenue stream regardless of the snow. They don't call it a la mode. They call it a la wave pool. So besties, whatever your business, don't just add a new product. Find your a la mode.

14:48Find your mode. And then a la it. That was it. That was it. That was it. All right, we're going to take a quick break. We'll see you in a minute. Now, a quick word from our sponsor. Upwork. Yeah, it is. Before we had a podcast, we had a newsletter. And the moment that newsletter began growing, it's not when we came up with the clever subject lines with the emojis. It's when we found the right freelancer. Freelancer built a referral program that grew our newsletter, which helped launch this podcast, which helped us sell our company, which we eventually spun out, and which eventually got us to where we are today.

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16:22Because sponsored jobs posted directly on Indeed are 95 % more likely to report a hire than non-sponsored jobs. So besties spend less time searching and more time actually interviewing candidates who check all your boxes. Less stress, less time, more results. When you need the right person to cut through the chaos, this is a job for Indeed-sponsored jobs. And listeners of the show will get a$75 sponsored job credit to help get your job the premium status it deserves at Indeed.com slash podcast. So just go to Indeed.com slash podcast right now and support our show by saying you heard about Indeed on this podcast.

16:54That's Indeed.com slash podcast. Terms and conditions apply. Need a hiring hero? This is a job for Indeed Sponsored Jobs.

17:05For our third and final story, the biggest housing bill in 30 years just passed Congress, most bipartisan thing we have done since, I don't know, the Olympics? Way more bipartisan than the Olympics. But it did just get blocked by President Trump. Here's why what we call Operation Warp Speed for housing will become law no matter what. All right, besties, you want to do a little bit of zexting right now? Should we take out our phones and do it? Send your boyfriend a Zillow listing of a one-bedroom. That's not a million dollars. And that's because in 25 states, there are cities where starter homes cost at least one million dollars.

17:38That's according to Zillow. We're talking houses with barely room for a bathroom. There are 242 cities in the United States where the smallest house on the market goes for a million plus on average. No view or HOA included, by the way. We've been saying this for years. We desperately need to build Baby Bill. For all those years, we have chilled, baby, chilled. For nearly 20 years now, since the great financial crisis in 2009, we've not built enough homes to keep up with the growing population. The old S &D, simple supply and demand on that one, Jack. The result of this lack of construction is we're short 6 million homes, apartments, condos, and houses in this country.

18:15And Jack, with that shortage of 6 million homes? Landlords have all the leverage they want to jack up rent, and a bunch of buddies you went to high school with turned their parents into their roommates. And now the average American is spending 36 % of their income on shelter, full disclosure, part of the group. And as we learned in our interview with the Fed president from Chicago, 30 % is the maximum you're supposed to spend of your income on shelter. I'm schvitzing over here, Jack. And since the average is 36%, the average person is in financial stress just because of housing. But besties, we come bearing good news.

18:50Because Congress, as everyone who gets engaged says, just did a thing. Congress passed the 21st Century Road to Housing Act with overwhelming popularity. Yeah, can you sprinkle on some context to overwhelming popularity? 92 % of the Senate and House voted to pass this law. Besties, that is more bipartisan than all of America's sudden love for football. It's more bipartisan than the chance that the next person you see in New York is wearing a Knicks hat. Housing bill's the most popular thing in D.C. since they added a new federal holiday. That's actually true. It's a fact. Only the federal holiday, Juneteenth, being passed, had more votes than this bill.

19:24So we know what you're wondering, Besties, what is actually in this thing? Well, it's the first time since 1990 Congress has tried to deal with housing affordability, so there's some pent-up provisions. Yeah, there's about 50 specific provisions in this epic housing bill. And they're all designed to make it cheaper and faster for construction of a house to happen. It also incentivizes towns with money to approve housing and deal with the whole NIMBY problem. Now, this isn't going to lower housing prices immediately. No, it's not, Jack, but it is critical to solving that long-term housing problem.

19:51That's why we call it Operation Warp Speed, but for housing. It's 50 little engines to make more home construction happen. The flashiest provision of this bill, the flashiest of the 50? Oh, this is a... It's the cap of the number of houses Wall Street investors are allowed to buy at 350. Because, Jack, who is the biggest landlord in America? It's actually Blackstone, a publicly traded PE firm based in New York City, which owns 300 ,000 units. Yeah, if you want your Insincorator fix, Blackstone's running the spreadsheets on that first. Although, unfortunately, Blackstone is getting grandfathered in.

20:22That 350 home cap, that's for future owners, not past ones. And that last provision, the flashy one, that's really interesting. Because the limit on Wall Street landlords and the number of units they can own, that was proposed by Donald Trump himself last year. It was populist red meat. He tossed it out a year ago. But here's the shocking update. President Trump now refuses to sign that housing bill that has his core idea in it. Yesterday, in a shocking announcement, he said the bill was of minor importance and wants Congress instead to focus on his voter ID law first. But besties, this is the fascinating plot twist.

20:58It is still the most bipartisan popular economic bill since maybe World War II, so here's what we think will happen next. So Jack, what's the takeaway for our buddies stressed about housing? Door number one, door number two, and door number three, they all end up with this bill becoming law. Now, Yadies, in our opinion, housing is simply the most important variable in our economy. It occupies the most space in our wallets and in our minds. Lack of affordable housing is stunting the American dream for millions of people. Even if you're making millions. Unaffordable housing is the biggest cause of economic anxiety.

21:29And everything these days, from politics to Love Island, is polarized. Except this housing bill with 90 % support. That's why we think this bill will become law no matter what President Trump does. And here's why. President Trump could do three things next, but they all result in this becoming the law of the land. First, he could not sign the bill. But then, after 10 days without a signature, the Constitution says the bill automatically becomes law. Or, President Trump could veto the bill. But then, given the huge bipartisan support, Congress can override that veto overwhelmingly. Or third, Trump could change his mind and sign it tomorrow.

22:02And now there is one more thing with a little technicality, right, Chad? Yeah, Congress could not send the bill technically to the president at all. but we think that'd be political suicide given how popular the bill is. So that won't happen. But besties add it all up and President Trump faces three things he could do next with this epic housing bill drama. And all of them end up with this housing bill becoming law. Jack, could you whip up the takeaways for us for the new Friday? Netflix's newest blockbuster isn't a show. It's an interactive video game launching June 30th. It's a gateway game.

22:34Zoe Kravitz will call you on your phone to remind you to play. For our second story, Levain Cookies is increasing the number of visits by customers and revenue per visit by adding ice cream. It's their a la mode. So find your mode and then a la it. And our third and final story, Congress passed the first federal housing bill in 30 years to make prices finally come down. Now President Trump has three choices, but they all end with this bill becoming law. But besties, this pod's not over yet. Here's what else you need to know today. First, Micron, the latest$1 trillion company, is moving markets and they did it Wednesday night.

23:09They announced earnings that crushed expectations. Revenues quadrupled because they sell memory chips. These data centers, they eat memory chips and that's made Micron the new NVIDIA. And that earnings beat is probably going to boost the whole market today, breaking a three-day losing streak. And second, Slate Auto, the Jeff Bezos-backed electric car truck company, announced the price of their new electric pickup truck,$24 ,950. We interviewed the CEO at our Chicago live show last year. They stripped this car down to the bare essentials to offer the lowest possible price. You want to open the windows?

23:42You got to crank it. There ain't no auto window opener. They even stripped out the speakers. It's BYO Bluetooth boombox to save you money. Deliveries begin in the fourth quarter, but we finally got the price. And finally, Wendy's is memeing. Wendy's stock rose as much as 40 % on Tuesday because of a Reddit post. The now-deleted Reddit post implored fans to save Wendy's before it's too late. But then when Redditors saw the post, they went to Robinhood and they bought Wendy's stock. Wendy's. The numbers don't look good. No, no. But the nostalgia does. The square burgers aren't selling. The stock is, though.

24:13Now, time for the best fact yet. This one sent in from Cristiano all the way from Funchal, Portugal. This World Cup has the most goals scored since 1958. What a pace. Three goals on average per match. That's up 23 % from the last World Cup, which I think, I guess, was two goals per match. And there's three reasons why this World Cup is seeing so many goals scored. First, the newly designed soccer ball in this World Cup, it's actually faster than any other soccer ball. So it's harder to block by the goals. Second, the hydration breaks mean more stoppage time for goals and better rested players to score those goals.

24:47And with the expanded field of 48 teams this year, there's bigger talent gaps. So like Team Argentina is just crushing Team Antarctica. Yeah, Antarctica wouldn't have made the World Cup in the past, but they made it this year. The Penguins, they can't stand a chance. Have you seen Messi? Have you seen his feet? I was going to say the fourth reason is messy. Yetis, you look fantastic today. Jack, you are glowing in that linen shirt. Three days in a row, you can't beat it. You know what we'd love? We'd love a video editor to help us put this linen shirt on social media. Yeah, that's what we're looking for.

25:15Now, we actually have a roster video editing challenge right now. So if you want to join Team T-Boy, check out this challenge. Edit a video. If it's fantastic, you'll join the team. We got a link in the episode description. You can compete to join Team T-Boy. We got the link right there. If you love the show and love video editing and want to make us bloom on social and can work with Jack's fashion wardrobe, check out the link in the episode description. If you know, you know.

25:43And before we go, a happy birthday to legendary Yeti Theo Williams from England, who's celebrating the birthday by visiting America for the World Cup. And happy birthday to Matthew Darby in New Zealand. And Jenna Wynn's eating chicken noodle soup in Monterey for her birthday. Happy birthday to William Yu, celebrating in Paris with as many chicken nuggets as he is years old. And Zach Schlack, happy 16th birthday in El Dorado Hills, California. Congratulations to Vianna Singh, graduating from Scholars Academy Middle School up in Queens. And Danny Kupfer, happy two-year anniversary of the wonderful wedding over in Brooklyn.

26:15Happy 21-year wedding anniversary to Derek and Holly Owens in Bismarck, North Dakota. And Luke McCall, have a fantastic birthday down the street in San Francisco. And to anybody else celebrating something today, make it a T-boy. Celebrate the wins.

26:29This is Jack. I own stock in Netflix and Reddit, and Nick and I both own stock of Robinhood. Have you tried Rothy's casual clog? It has sold out 10 times for a reason. It really is that good. With a luxe, extra comfy footbed and easy, sleek design, Rothy's clogs are a celeb favorite shoe. Visit rothys.com and read what nearly 6 ,000 reviews have to say about these best-selling clogs. That's R-O-T-H-Y-S dot com.