⛳🩲 “Skims + Netflix + Will Ferrell” — 2026’s wildest collab. Vespa’s 80th party. Comcast’s NBC’s divorce. +Nun rentals

0:28This is Nick. Fantastic stories. What do we got on the pod? For our first story, why are Will Ferrell, Kim Kardashian, and Netflix hooking up in the craziest collab of the year? Besties, this is Menage à Trois marketing. For our second story, the Vespa scooter just had its 80th birthday with a huge takeover of Rome. But Italy's hottest export is actually the most innovative business on wheels. And our third and final story, NBCU and Comcast are splitting up. It's a corporate divorce. But you know what that means, Jack, don't you? What is it? Oh, one of these brands is getting the rebound, boyfriend.

1:00Or both of them. But yet, before we hit that wonderful mix of stories. Single and ready to mingle. Love the mix. Fantastic mix, Jack. The hottest new real estate for young people. What is it, Nick? Well, Jack, it's not Manhattan's West Village, Brooklyn's Williamsburg, or Boston Seaport just outside Boston. It's not Austin either. No, it's not. It's nunneries. We repeat, the trendy new rental market is a covenant boarding house. Rent is so high right now. but Gen Z is asking Sister Maria to be their roommate. So damn high, Jack. Forget the studio in Tribeca. How about a community of poverty, chastity, and obedience?

1:35Holy, I like where you're going. Get great natural life. Sprinkling on some context, the average one-bedroom Manhattan is going to cost you$4 ,200 right now. But according to Wall Street Journal reporting, St. Mary's residence, a real covenant on the Upper East Side, is charging just$1 ,200 for a room. And Jack, the pancakes? I believe they're free. Yes, Wi-Fi is included, heating's included, even meals are included. Oh, but so are the house rules, right, man? And by house rules, we mean the house rules of God. Because if you want to live in this nunnery, you got to deep clean the rugs once a month.

2:06You must make your bed before you leave the house. Oh, and curfew, it's strictly 11 p.m. And if you bring home a boy, no joke, the nuns will vet him before allowing his entrance. What's with your buddy Timmy's mustache? We got to talk about that. One Gen Z interviewed by the Wall Street Journal said the rules are worth it. Nuns are awesome, he said. quote, they be chilling. Let's just hope private equity doesn't catch wind of this real estate opportunity. Yeah, you don't want St. Patrick's Cathedral to become the JPMorgan Chase St. Patrick's Cathedral apartment and amenities. Nick, I'm reading 580 bucks for a one bedroom in Manhattan at this covenant.

2:39Are you kidding me? That's such a good win. It's a sin. Oh, the devil's in the details, Jack. Let's hear my three stories. 15 years before this song, two boys from the Northeast met in the dorm. They had an idea

2:59First,

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4:28And then Jack, we got to make sure each coworker is countersigned, I think. Oh yeah. And then we have to track down each employee and make sure they know their health insurance options. Oh, right. Did everyone know open enrollment ends tomorrow? Nope, no one did. Yetis, we aren't just podcast hosts. We also run a media company here, and full-time employees mean full-time benefits too. Which means roughly 46 ,000 forms, documents, and tasks to process for each team member. Oh boy, if you're a small business, you'll want to outsource all that to Gusto. Gusto is online payroll and benefit software built for small businesses.

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5:32One more time, gusto.com slash tboy.

5:39For our first story, Will Ferrell, Kim Kardashian, and Netflix walk into a bar. That's not a setup to a joke. That's a real collab, and it captures a milestone moment for marketing. Yeti, just to share with you what goes on behind the scenes at T-Boy, Jack and I were prepping a story yesterday about a startup selling$100 blueberry pies in the Hamptons. But put that story on pause because then something showed up in my Instagram feed and I texted it to Nick. And the video that Jack so kindly shared with me, it was of a half-naked, middle-aged, overweight white dude with a very particular scar on his stomach.

6:17I think it was more of a fold on his skin than a scar. Either way, there was a lot of hair, Jack. A lot of hair. He was in the middle of a golf course hitting balls into the woods, wearing just tighty-whities. Okay, that disturbing looking man, Jack, can you reveal the character? Will Ferrell. It was Will Ferrell. But there's also a sultry voiceover narrating this photo shoot from Kim Kardashian. And Kim Kardashian is talking about skims while you're staring at Will Ferrell's body. And then the whole video closes with the logo of Netflix promoting their latest show. So, Bessie's paused the pod.

6:48We had to pivot because this is a news story involving$320 billion of market cap and 350 million followers. Skims was already eating up Abercrombie, Victoria's Secret, and Lululemon. We think it'll IPO next year. We do, we're calling it now, Skims IPO 2027. But now Skims is hooking up with the world's funniest actor and the world's biggest streamer. I'm sorry, but to promote and sell men's tighty-whities, Jack? This was a menage a trois of marketing. Ah, the rare menage a trois marketing. Three different brands doing one deal together. But it's promoting two different products, something you don't see every day.

7:22No, it's not. Now, Jack and I like to say the goal of marketing these days should be to stop the scroll. Well, this video gave you three reasons to stop. Yeah, the first reason is Will Ferrell, who is starring in a new comedy series about a golfer, fictional golfer, named Lonnie the Hawk Hawkins. Lonnie's the former number one golfer from the year 2004, and he just refuses to retire. Yeah, think of this new series as Happy Gilmore meets Talladega Nights with a little hint of jazz flute. I'm Ron Burgundy? Okay, but that new show, it happens to be on Netflix. It's Will Ferrell's first scripted comedy series.

7:56It debuts July 16th. Okay, but then Jack, Kim Kardashian, decided to join in on the fun too. This Will Ferrell Netflix promo also promoted Skims. Men'swear by Skims. Because Will Ferrell was wearing tube socks, a tank top, and men's tighty-whities, all produced by Skims. And Will Ferrell's unique physique in those revealing undergarments, that is the joke. That is the tension. So the 32nd Instagram video went Dutch on the marketing. 50 % promoted Netflix, 50 % promoted Skims. Besties out of love, you got three brands hooking up for two products. A TV show and underwear. We call it menage a trois marketing.

8:33The rare three-way of a collab. So Jack, what's the takeaway here for all our buddies wondering what the heck's going on with Kardashian, Farrell, and Netflix. In brands we trust. In brands we trust. Yeti's, 10 years ago, this partnership of Skims, Netflix, and Will Ferrell, it just never would have happened. We would have found it too commercial. We would have found it lame that a TV show sold out to such an extent as to explicitly promote Skims with like the wardrobe. We didn't have this word 10 years ago, but it would have given us the ick. Right, Jeff? Okay. But now, the combo of three distinct brands and personalities collabing, we're celebrating it.

9:11Well, to understand that flip, we can look at the data on consumer trust, which also recently flipped. According to the Edelman brand survey, trust in government and institutions is down, but trust in business is up to all-time highs in America. Brands and personalities, they actually have the highest trust rating these days, even beating nonprofits. So Kim Kardashian promoting her men's underwear in an ad for a Will Ferrell show on Netflix. Yeah. It no longer gives us the ick like it would have 10 years ago. Not getting the ick, Jack. No ick here. And if you don't like that they all promoted, at least you appreciate they're upfront about it, knowing that like corporate money is behind everything these days.

9:48Besties, this menage a trois marketing, it shows a new phenomenon we're all living with in brands we trust. For our second story, the Vespa scooter. It just turned 80 years old this weekend. Bon complian. And its 80 years of success hinges on an Italian saying that Harley Davidson completely disagrees with. Oh, and you're going to love this saying, besties. But first, to sprinkle on some context, you have not studied abroad in Italy until you get hit by the side view mirror of a Vespa in Florence and drop your panini in the Arno. The Vespa pairs well with linen pants, an optional helmet, and a handsome driver named Marco.

10:28I I still can't move my arm like I used to, Jack. That darn scooter. And from our research, Vespa is the first brand in history to become a verb. Sorry, Venmo. Vespa beat you to it. But Vespa's owner, Piaggio, actually goes back to 1884 when they were in the shipmaking industry. That's right. But during World War II, Italian dictator Benito Mussolini strong-armed the company to start making war planes instead. So after the war, Piaggio pivoted again from planes to little cute leisure scooters. By inventing the Vespa, Jack, could you sprinkle on some Italian translation for us, please? You know I went to Italy, right?

11:03I may have heard it. I think I heard a rumor. Vespa means wasp in Italian, and it's now the most famous two-wheeled scooter in the world. Yeah, wasp because the Vespa scooter both sounds like a wasp. Think about it. But it also has a narrow waist and a large rear, much like a wasp that might sting you. Add it all up, you've got 18 million Vespas on the road today in 100 countries, selling 200 ,000 per a year. Which beats Harley's 150 ,000. Even though you can fit a Vespa inside of a Harley tailpipe, Jack. But here's the news. Vespa just celebrated their 80th birthday with a four-day festival in Italy's capital, Rome.

11:37You may have heard it because there were 67 ,000 Vespas crawling through the streets going full wasp on our octaves. And sorry for triggering anyone who was recently stung by a bee. Shout out to Alex, who got stung in the neck yesterday. I was actually kind of worried. She's a survivor. But Jack, the Ford Model T, it's what taught us what the Vespa really means to the country of Italy, right? Well, yeah, the Model T and the Vespa, they both unlocked freedom. You see, besties, the Ford Model T car was for the American open road, while the Vespa Primavera was to weave through Italian traffic. Both of those liberating experiences.

12:10But the Model T liberated the working man of America. The Vespa liberated Italian women. That's right, because Jack, women's suffrage came to Italy in the year 1946, and what's important about that year? That's the same year the Vespa was born. And the first Vespa ad? It wasn't some dude with a Chianti riding home to his wife after working his factory job. No, the first Vespa ad was a smiling single woman sitting on an orange Vespa on her way to work. Seven years later, Audrey Hepburn famously rode on a Vespa in the movie Roman Holiday, which was a huge hit. In the 1970s, one magazine ad for Vespa showed a woman overtaking a man on a Vespa.

12:47And then in the 80s, they went full femme. They expanded their color choices to bold, dashing options that only Ferrari would offer. You see, Vespa, they were taking more inspiration from the cosmetics industry than from the car industry. So Vespa didn't just become the vehicle of choice for Italian women. It also became the vehicle of choice for people tight on cash. Because the Vespa even revolutionized financing. Jack, are you talking BNPL? BNPL before BNPL. Yeah, buy now, pay later. Vespa pioneered it. The first year Piaggio sold Vespas, they only sold 2 ,500. That's a problem. offering an installment plan quadrupled sales by the next year.

13:22Mamma mia, my besties, this is what Jack and I find fascinating about that cute little Vespa. When American Harleys entered the Italian market in the 1960s, Vespa did not adapt by making bigger scooters. And when Japanese crotch rocket bikes arrived in the 1980s, Vespa did not adapt with smaller scooters. For 80 years, Vespa has focused on making pretty much the same Vespa, and we see a strategy there. You also see that strategy in Disney movies, don't you? Well, anybody with a five-year-old knows that Luca and Disney Plus, yeah, Pixar made the same Vespa as the year 1946. And that made Jack and I sit down, stand up, and get back on the Vespa.

14:00So Jack, what's the takeaway for our buddies over at Vespa? Vespa's growth strategy, it's Il Dolce Farniente. That's a phrase that Jack learned on his vacation last week when he was sitting on a beach in Amalfi, because he was sending me picks, and I was just like, okay, well, that's the 43rd picks. I said, like, a lot of picks. Oh, I love the picks. I was like, Jack, you are doing il dolce far niente. Now, the translation is the sweetness of doing nothing. It's when you sit on the beach with a book, sipping an Aperol Spritz. Okay, but here's the key, besties. Italians believe that doing less is an art.

14:31It's not being lazy or unmotivated. It's the art of being intentional and savoring. And that concept can apply to business, too. Because over 80 years, Vespa has thrived by doing less. Yeah, they still innovated, but they didn't pivot to fads. They didn't get distracted by the success of big American Harley Davidsons in the 60s or of the smaller Japanese Yamahas of the 80s. No, Vespa's strategy has been to do more of what Vespa distinctively stands for, practical indulgence. Did you ever drive a Vespa when you're in Italy, by the way? I mean, Jack, there's nothing better than driving around on a Vespa or, frankly, strapping your arms around someone else who's driving that Vespa for you.

15:08So while every reason Yamaha has popped and dropped with the trends, Vespa is looking better than ever at 80 years old. Now, a quick word from our sponsor. Decagon. Am I still on hold? What am I doing? It's been like 15 minutes. Am I still on hold? Hello? Excuse me? No. No, I don't need to hear my list of options again. Yeah, it is. Decagon helps companies create personalized concierge-style customer experiences with AI agents across chat, email, voice, and SMS. They're available 24-7. They feel natural to talk to and can resolve customer requests on their own so businesses can keep up with their requests without losing their personal touch.

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16:17Check Decagon out at Decagon.ai slash TBOY. That's Decagon.ai slash TBOY. Walmart business. Yetis, we cover business trends on our show and they move faster than you can spell GPU. One minute it's vibe coding, the next it's agentic. Tomorrow it's probably gonna be in-person old school again. Yeah, well, while you're managing this to stay ahead, the last thing you need to worry about is supplies for your company. Carol, do we have the cogs needed to meet our Q1 sales commitments? Carol! Outsource that mental load instead to Walmart Business. Walmart Business lets you buy the bulk supplies your business needs.

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17:26For our third and final story, Comcast just broke up with itself and the stock, it jumped as much as 20%. Because Wall Street loves corporate divorce. It sadly does. But both newly single entities are already being courted. Yes, they are. But besties, just to let you know, when Jack and I are roommates in college, what would we throw on when we were done with Family Guy, Seinfeld, and The Daily Show reruns, Jack? 30 Rock. Oh, 30 Rock, classic. The NBC sitcom founded by Tina Fey and starring Alec Baldwin. Yeah, but Comcast was interestingly a subtle main character in the show 30 Rock. True. A key punchline across a bunch of episodes was making fun of a corporate telecom company owning NBC and Universal.

18:11In the show, Cable Town was the fictional boss of Tracy Morgan and the whole 30 Rock cast. In real life, Cable Town was Comcast. Comcast. Well, here's the news, besties. the awkwardness of Comcast owning NBC in real life, that relationship is coming to an end. They announced a split up on Monday and the stock rose 22 % as Wall Street opened. Yeah, because a theme park married to a telecom station, that's an awkward relationship. But a theme park and a telecom station, separate businesses from each other. And one of them is exciting and growing while the other one is boring and dying. NBC owns SNL, Bravo, Sunday Night Football, and more recently, NBA on NBC.

18:54The Real Housewives on Mars, one day that show will happen and it will be on NBC. But there's also the Universal part. They own Harry Potter, they own Jurassic Park, they own Shrek, and a bunch of other IP. Oh, and the Universal Studios theme parks, vacation destinations. Yet despite all that fun from NBCU, Comcast, its parent company, is worth half as much as Disney's$171 billion. Okay, but Jack, but pause the pot. If NBCU can be released from its awkward relationship cable TV cage, it could fetch some Disney-like stock prices, right? That's why the stock of Comcast jumped on Monday. This is a good decision.

19:32Because the boring dying business would be Comcast, who they'd be ditching. Now, Comcast actually makes a bulk of the profits right now, but the number of cable TV and internet customers is shrinking every year. Cable TV, it's dying. Broadband internet, it's regulated. And wireless, it's soon going to have to compete with SpaceX. So the controlling CEO of Comcast thought that content and distribution should be one company. That's why he merged them 15 years ago. Diversity, synergies, jargonies. But Wall Street's been disagreeing this whole time. That's why Comcast stock has been hanging out at 13-year lows.

20:08Here's what Wall Street's thinking. Investors, you couldn't pay any attention to the fun, epic, universal theme parks of Harry Potter and Hogwarts. Because when they thought of Comcast, they pictured an 85-year-old couple paying for Comcast cable TV. But now, Jack, now NBCU and Comcast are consciously uncoupling Gwyneth Paltrow style and will venture into single life with their head up open to adventure. Spoiler. They're both already destined to new corporate marriages. Toss this one to people mag. So Jack, what's the takeaway for our buddies over at the newly divorced Comcast? Wall Street loves breakups and hookups, not long-term relationships.

20:45Yet he's the CEO of Comcast, explained this switcheroo. He said, we've simply changed our mind about the benefits of being together. But the real reason he's separating these two companies he merged 15 years ago, it's the possibility that two new companies could buy these newly separate companies for a lot of money. I mean, Jack, Comcast is just a cable company with no entertainment studio. It can finally scale up. Which is why on Monday, Wall Street was already speculating that newly single Comcast would merge with its rival charter. Both of those stocks rose on Monday. Oh, and Jack, if NBCU is just an entertainment company with no cable business, then they can scale up too.

21:23Which is why on Monday, we're speculating that newly single NBCU will merge with Netflix, which just lost out on its bid to acquire Warner Brothers. Besties, this is wild. But the news we're telling you is that Comcast is undoing a relationship that was 15 years old, which led to the immediate news that these two new singles were just gonna get together with a couple other people and hook up again. Which is why the real winners here are the investment bankers and the lawyers who advise all four companies that we've talked about on the breakup, the merger, and then the future merger to somebody else.

21:55The other winners are the executives whose pay packages are incentivized to do big deals like this. Add it all up, Yetis, and Wall Street ain't incentivized for long-term relationships. It loves breakups and hookups. Jack, could you whip up the takeaways for us for T-Boy Tuesday? Will Ferrell's new Netflix comedy promoted Skims, while Kim promoted Will Ferrell's new Netflix comedy. Ten years ago, it would have bothered everybody. But today, in brands we trust. For our second story, Vespa is now 80 years old. It's won by sticking to its original innovation, simple travel in style. Il dolce far niente.

22:31And our third and final story, Comcast is separating off NBCU, which it originally acquired in 2011. But this unmerging sets up two new mergers. Long-term relationships, they don't generate fees. Wall Street loves hookups and breakups. But besties, this pod's not over yet. Here's what else you need to know today. First, the Supreme Court dropped a bunch of decisions yesterday, including one that actually helped boost the markets. The Supreme Court decided a president may not fire a Fed governor, a Fed chairman, or a Fed president without cause. Basically, the Supreme Court was formally protecting the independence of our central bank, the Fed.

23:07It was a sigh of relief to markets who know that a politicized central bank can doom an economy. And second, China just out-chatted GPT. Reportedly, China has an AI model as good as America's best, at least for cybersecurity. Cybersecurity. The Wall Street Journal says China's Z.AI model matches Anthropics' best model, Mythos, in cybersecurity. Kind of scary stuff because Mythos was so potentially good at hacking, this Anthropic AI didn't even get released. But the Chinese are releasing theirs, and it's a worry also for the US versus China AI race. So far, haven't been hacked. And finally, remember last week we told you the city of Boston ran out of beer because of all those Scottish fans drinking there?

23:47Well, the news is that Boston is reconsidering its ancient drinking laws because of how much fun the Scots seem to be having. I mean, I remember we'd go up from New York to visit our buddies in Boston and complain, how come last call is 2 a.m. and not 3 a.m. in Boston? What's going on, guys? Well, they're reconsidering that now. They're also considering allowing public drinking in designated areas, much like is common in Europe. Oh, and happy hours, which also got banned in Boston, they may bring them back so you can actually enjoy a 5 a.m. So it's possible that the biggest legacy of this World Cup is looser liquor laws in Beantown.

24:21The Scots, gotta love them. Now time for the best fact yet, this one in answer to our T-Boy trivia. Jack, what do we got? All right, we got the 250th birthday of America. In those 250 years, there have been 53 faces on our U.S. currency, the dollar. But our question for T-Boy Trivia yesterday was who was the first face on a U.S. dollar? Whose face first appeared on American currency? And it wasn't Georgie Washington, was it, Jack? Salmon Chase. Salmon Portland Chase. Ever heard of him? No, you haven't. But in 1861, Mr. Salmon Chase became Abraham Lincoln's first treasury secretary. Oh, and his first big idea?

24:59Smack a face on a dollar bill. It's a lot more memorable then. He figured, why not my face? Yeah, you got to appreciate the solo move there, Jack. So that's what happened. By the way, today, living people can't be on the currency. Back then, I guess it wasn't a thing. Sam and Chase wrote the rules, Jack. Although he earmarked himself into it. Yetis, you look fantastic over there. Jack, you are still glowing from all that Il Dolce Farniente. I still smell like olive oil. Besties, if you haven't yet, the best way to grow the show, drop down, give us five stars in a review. We love reading them. Nick and I, We'll see you tomorrow.

25:37Can't wait.

25:42And before we go, a happy birthday to our buddy Nick Marino from the Upper West Side, now living in the outer sunset and probably fixing something in a garage. Happy birthday to Ryan Husey in Toronto, who's doing his MBA. And Brian Okiki, we see your birthday down in lovely Dallas. Happy birthday to Kate Cook from San Francisco, who is sleeping in on that birthday. She's earned those 12 hours of snooze. Yes, she has. And Jack, we actually saw Kate on the streets of San Francisco. She gave us a shout from the Embarcadero in her car. Remember we went over and high-fived her? I remember that. Yeah, that was Kate.

26:14Congratulations to Samira and Karan, who just got engaged in San Francisco right under the Golden Gate Bridge on a 72 and sunny day. Also got to say, we run into these guys at the farmer's market in Fort Mason all the time. The most fantastic couple yet. Happy one-year anniversary to proposing to your girlfriend, to Devin Craig in Balti. And Rachel and Mary Beth, enjoy that anniversary down in Tennessee. And a big shout out to Kerry Forbes from Mendocino, who thinks we should do an In-N-Out episode on the best idea yet. Kerry, we'll have fries with that.

26:47This is Jack. I own stock of Netflix and Disney. Nick owns stock of Lululemon. I own one share of SpaceX. Nick owns more than one share. Bureau Premium Non-Alcoholic Beer. All right, yeah, he'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.

27:22Yeah, I actually first saw it at my grocery store. Delicious 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, Yetis, 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.

27:53Trust us, we've done it. Only beer we know that actually upgrades the scene like a promotion. So, Bastis, if there's a win you're celebrating every day, Bureau is the non-alcoholic brew brand you gotta bring. So use code T-Boy for 20 % off your first order at BureauBrewing.com.