🌶️ “Sloppy Nachos” — Chili’s AI rejection. Tubi’s Adam Sandler strategy. Zoox’s Amazon ATH. +Sam’s Influencer Camp

0:00This is Nick. This is Jack. It is Friday, the real Friday, August 7th. That's an East pod. It's the best one yet. This is a T-boy. The top three pop business news stories you need to know today. I'll get a smog as besties. We still got 46 days of summer left on that calendar, Jack. I'm actually going to Fenway Park this weekend. Did I tell you? You're going to enemy territory? What's happening over there? I'm going to wear my the best one yet custom Cubs jersey that you got me for our Chicago Live show. No ma never saw it coming, Jack. In the meantime, we got three fantastic stories for the coolest show in capitalism.

0:32Jack, what do we got on the pod? For our first story, the first robo-taxi without a steering wheel or brake pedals, it looks like a toaster. Oh, yeah. It takes their first passengers on Monday. It's Zooks, and Zooks shows us why Amazon stock just hit an all-time high. For our second story, yesterday we told you how Pringles embraced AI and it worked. Today, we'll tell you how Chili's used AI but spat it out. And the next time you hear AI, you'll think of nachos. Sloppy nachos. And our third and final story. How did Tubi become the biggest streamer you've never heard of with 110 million users? Tubi!

1:04Because every industry needs its Adam Sandler. But besties, before we hit that wonderful mix of stories. Oh, what a mix to go into the weekend. Love the mix, Jack. The biggest drama on social media right now is over camp. Summer camp. Influencer summer camp. Influencer summer camp presented by OpenAI. Sam Altman just hosted an influencer brand trip called Summer Club. The all expenses paid propaganda trip. It is a rite of passage for any influencer out there. And OpenAI hosted this luxury retreat in upstate New York. At Wildflower Florms, which will cost you$1 ,200 to stay there a night. And if you've got a million followers, OpenAI smothered you in this 140-acre, five-star, farm-to-table natural buffet.

1:44Get ready with me, Jack, while OpenAI pampers me as well. There was beekeeping, berry foraging, Pilates, painting workshops, all in custom OpenAI pajamas. Followed by a massage, a sauna, and the sea-salted bath. But in between the spa sessions, the influencers learned how to prompt. So Jack, what was OpenAI's stated goal of this event? To teach creators how to use ChatGPT. What was OpenAI's real goal of this event? AI washing. Yeah. Get the influencers to influence you to like, use, and pay for AI. Okay, but pause the pod. What was the result of this event? It was a debacle. Oh, baby. This turned into AI's fire festival.

2:20Because it totally backfired. There is no worse brand in America right now than AI. Get ready with me and your giant water belt. Watch me unbox a data center in your backyard. What did Sam Allman put in those influencer goodie bags, by the way, Jack? I'll tell you, it wasn't job security. No, that was not in there. So Jack, what's the takeaway for all our buddies looking at this summer camp of AI influencers? You can pay for the content, but you can't control the comments. Nick, this is an invitation I'm glad got lost in the mail. Jack, let's end our three stories. Fifteen years before this song, two boys from the Northeast met in a dorm.

2:53They 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 because we ready to go we can't wait no more so just start the show start the show first a quick word from our sponsor

3:24zip recruiter all right you gotta 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. And 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.

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4:23So try it for free at ZipRecruiter.com slash tboy. That's ZipRecruiter.com slash TBY. Meet your match on ZipRecruiter. Monarch. 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.

4:53Besties, 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. Because 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.

5:17Our 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. Because we pioneered it for him, Jack. Resties, write your own story with Monarch. Use code T-Boy at Monarch.com to get your first year of Monarch Core half off at just 50 bucks. It's 50 % off your first year at Monarch.com with code T-Boy. For our first story, Zoox is the first RoboCab with no steering wheel, no pedals. Is this even technically a car, Jack? Zoox is exhibit A of why Amazon is the number one Mag 7 stock of 2026. Ah, yeah, let's whip out the whiteboard here.

5:58Waymo was first. Cruise was second. Tesla Robotaxi, they were third. Zooks is now fourth. And since September, Zooks has been giving people free rides on the Las Vegas Strip in San Francisco and Austin. They're operating now, too. So Zooks is fourth to RoboCabs. But Zooks isn't a car. No, it's not, Jack. Zooks is the first purpose-built Robotaxi in America. Fourth to the industry, but first to be unprecedented. And as a result, it looks like a toaster had a baby with a lamp from Pixar. A Zoox has no steering wheel and it has no gas pedals. A Zoox has no windshield wiper, no defroster, no mirrors, because there's no need for those things.

6:33The computer drives the car. There's no front, there's no back. It kind of begs an existential question. Does a car need a face? Does that without a face have motion, Jack? Inside this air fryer on wheels sits two rows of seats facing each other. It's the ultimate purpose-built RoboCab. And that freaky little Zoox just got approval to operate with paid customers starting August 10th down in Las Vegas. On Monday, you can take a ride and pay for it in a Zoox. Twelve years after Stanford Techies launched their cruising toaster, it's going to make their first dollar. But did you know that Zoox has a quiet parent company worth$3 trillion?

7:09Yeah, you know, it's kind of like your buddy. You never met their parents, but they live in a mansion and apparently the dad owns 12 private equity companies. Zoox is 100 % owned by Amazon, who acquired it in 2020 for$1.2 billion. Now, nobody knows what Zoox is officially worth today. But Waymo is worth$126 billion based on their last fundraise. Tesla's worth 10 times that, Jack. So Amazon's$1.2 billion acquisition of Zoox, it's looking pretty good right now. Pretty, pretty good. Probably worth more than one lift. Speaking of Amazon, they're on a roll too. They're now the number one performing MAG7 stock of 2026, up 18 % so far this year.

7:44This is why we find that fascinating, Eddies. A few weeks ago, we said we were already in the post-Mag 7 era. Because the Mag 7 stocks are up less than 4 % this year, but the S &P 493 is up 13%. So why are the Magnificent 7 down? Well, investors are concerned that chip buyers like Zuck are spending too much, won't get an ROI. And for that reason, investors are worried about chip sellers like NVIDIA too. But Amazon, they're flying above it all because Amazon is a diversified portfolio of billion-dollar bets. It's actually driving through all that, Nick, in a self-driving tiny toaster with no pedals.

8:18I really hope the horn is adorable sounding. I hope the horn indicates that there's a soul somewhere in there. I hope the horn just says, excuse me, Jack, what's the takeaway for our buddies over at Zoox? Amazon isn't Berkshire Hathaway. It's Boomshare Hathaway. Berkshire Hathaway, the famous Warren Buffett investment company, They actually started in textiles, making fabric in New England to make clothes. But today, it's a curated collection of physical companies making profits in the real economy. Well, similarly, Amazon started as a bookstore selling books on the internet. But today, Amazon has become a curated collection of internet companies who are top three in each and every booming industry.

8:57Follow us on this one, besties. Live sports. Thursday Night Football's on Amazon Prime. Movies, Music, and Media. MGM, Amazon Music, and Audible. Amazon's got a chatbot, Alexa, and a live stream platform, Twitch. And oh do they have venture investments. Amazon owns 27 % of Anthropic, 12 % of Rivian, and 7 % of OpenAI. And they have their own AI chips to compete with GPUs, the product that made NVIDIA a$5 trillion company. Amazon has satellite internet. Leo, the distant but still number two competitor to Starlink. Oh, healthcare? Yeah, the thing Americans spend the most on? Amazon has one medical.

9:30GLP1s? Uh-huh. Booming new magic drug? It's now available on Amazon Pharmacy. And Amazon's number one in cloud computing, aka data centers with Amazon Web Services. And Amazon has more robots operating in warehouses than the rest of the country does. Combine! We haven't even mentioned e-commerce yet, which still makes a wild advertising profit for the biz. Amazon has become enormously, ridiculously gigantic with all its acquisitions except Whole Foods looking really good. Before this year, Amazon was stagnating for a while, but it's the best big tech of 2026. Add it all up, it has big upside connected to AI, but it isn't defined by AI.

10:08Amazon, it's Berkshire Hathaway, but for everything technology. For our second story, Chili's restaurant stock is triple-dippering to an all-time high. It's up 500 % since 2024. Because Chili's didn't invest in AI. They invested in iPads instead. Yetis, yesterday we told you about how Pringles used AI to create the perfect potato crisp. They used AI to generate digital twins of each chip to optimize how it goes through the production line. Pringles, they invested four years for a 40 % return on that$5 million investment in AI. And now Pringles has become an AI stan. Okay, but pause the pod because Chili's, on the other hand, is not an AI superfan, are they, Jack?

10:54In fact, the CEO of Brinkers International, which owns Chili's, said, we're not all in at all on AI. And yet Chili's stock is, and I really want to use triple dippering as a verb again, Jack. It's up 59 % year to date and 500 % since the start of 2024. You see, Eddie's Pringles is winning because it's using AI, while Chili's is winning because it's not. Even wilder though, is what Chili's spent their AI budget on instead of AI. Okay, but wait, Jack, don't share yet. Don't share it. Don't spoil it. First, can you sprinkle on some context for us? Chili's was pursuing sexy tech ideas that we've covered on this podcast, like robot servers.

11:29Robot servers, you know, robo bartenders, they get all the headlines, but they're kind of slackers on the job, right, Jack? Yeah, R2D2 doesn't have the dexterity to mix a margarita yet. And that rolling robot waiter, it actually spills the margarita that the human made. It can't do anything right. C3PO, you're not getting a tip. I got margarita on my shoes over here. According to the Wall Street Journal, corporate considered a few dozen AI use cases to try out, but only six ended up being worth looking into. Chili's ended up testing AI to automate inventory orders, but they won't let AI take customer orders, for instance.

12:00The CEO said, our lens is, does it give our customers an amazing experience? So that led us to ask this question. What did Chili's end up doing with their big AI budget instead? Not cutting edge technology, dull edge technology. That's right. Instead, Chili's invested in better Wi-Fi and new iPads. They struck a new deal with Comcast for faster Wi-Fi at all the restaurants. So that customers and waiters weren't stuck buffering at the table. And they bulk ordered 23 ,000 new iPads from Apple. So servers could take faster orders and you could get that triple dipper a whole lot faster. I love those POS devices that the waiters carry now that let you pay right at the table.

12:34It's like you always used to say, Jack, never waste a trip. Waiters always going back and forth, back and forth, back and forth. So while every other company was splurging on chips or expensive enterprise AI subscriptions, Chili's diverted that budget to basic Wi-Fi and iPads for the staff. Chili's CEO, he's not interested in, as he put it, the wild west of AI. And investors agree, the stock is up 500 % for Brinkers since 24. And that big mouth burger tastes even mouthier. So Jack, what's the takeaway for all our buddies over at Chili's? Here's how you can picture the AI experiments happening right now.

13:06It's a big plate of nachos. Jack and I call this the soggy nacho problem. Basically, it looks really crispy at first, but eventually the whole thing becomes a hot mess. At first glance, a lot of AI pitches look fantastic. This is magical. It's a no-brainer. We're going to raise revenue and cut cost. Like a plate of nachos coming to your table. They arrive looking like an exciting plate of perfection. But over time, as you start tugging those nachos out, the plate gets a little sloppy. Turns out only the top layer is any cheese, and underneath it is a bunch of jalapenos. What is that? Is that a bean?

13:35And then the guy across the table is like licking his fingers. You need a fork to clean up. Hey, buddy Timmy, easy there, buddy. The former CTO of Lululemon calls this AI wishing. in a recent New York Times op-ed article. She says a lot of AI is hype that fades over time. But within every stack of nachos are a few really perfect cheesy chips, dibs on those chips. And that's what we see in AI right now. There are a lot of use cases pitched and most of those are not going to work. We're still figuring it out. Hopefully the batting average improves for these AI tests in the future. But the few that do pay off big, those are like the few perfect cheesy chips in a mostly sloppy mess.

14:10Now 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. Yeah, we do. We're not getting points on rent or mortgage payments right now. Yeah, that's why we were shocked and are now both seriously considering what we just heard from Built. This is wild. Because paying for the roof over your head, it's our single biggest expense. Whether you rent or you own, that's the case. Well, Built will pay your mortgage or your rent for you so you get the points.

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15:52For our third and final story, Fox just reported their World Cup results, and they were... Messi has the ball, he's dribbled him, passed him, he kicks, and goal! But Fox's biggest TV star last quarter? It's a TV that cost zero dollars to watch. I just lost my voice. And a lozenge. Besties Fox Corp is CEO'd by Kendall Roy. I mean Lachlan Murdoch. The chairman of the board is Logan Roy. I mean Rupert Murdoch. And Waystar Roy, I mean Fox Corp, just announced quarterly earnings. Cousin Greg didn't make it into this one. But the World Cup did make it to this one. It was mentioned 11 times in the Fox Corp quarterly earnings.

16:32You see, 11 years ago, FIFA granted Fox the rights to televised the 2026 World Cup in a suspicious no-bid contract. For just$485 million. Not too shabby. That$485 million did not include, though, the brown bag of cash that was likely handed to FIFA officials. But still, by some estimates, the hydration breaks alone in this World Cup generated enough money to pay for this whole thing. So Fox enjoyed a 50 % jump in advertising revenue last quarter, and profits doubled last quarter. Fox Doc is up 6 % on its World Cup quarter But Nick, you know what was even bigger than Fox's World Cup viewership?

17:07What was it, Jack? Tubi Tubi or not Tubi? Tubi got twice the number of viewers as the World Cup And this might be the first time you've ever heard of Tubi Ah, Tubi Yetis You're only a real streaming service if your name is a made-up two-syllable word Hulu, Quibi, Voodoo, Roku, Fubo, Freebie Come on, go on Oh yeah, Tubi Oh yeah, Tubi Oh, Jack, what about what's coming down the pike? Like you got Oh No, Oy Ve, No Way, future streaming services right there. Tubi launched in 2014 on the belief that people will happily watch ads if the TV is free. So Tubi licensed 10 to 20 year old movies and forgotten about TV shows for a really cheap price.

17:44Netflix is spending$20 billion this year for their content. Tubi, they're spending just$200 million, 1 % as much as Netflix. While Netflix produces shows like Queen Charlotte, A Bridgerton Story, Tubi has Dog the Bounty Hunter. While Netflix pays big money for Formula One shows, Tubi pays almost nothing for reruns of Flavor of Love. Flavor Flav, and Tubi lets anyone watch all of that for free. They make money through commercials, just like the radio. And get this, 120 million eyeballs watched Tubi last month for free on their smart TV, computer, or phone. That's more viewers than Hulu, Paramount +, Peacock, or all of the Americans who watched the World Cup.

18:24Combined, and yet easy. Okay, knock him out. But it felt right. It felt right to say. Add it up, Yetis. And it is a truism of modern media that the lower the production cost, the higher the return. Well, here's another one we just learned from Tubi. The lower the price, the higher the viewership, even if there's a bunch of ads. So Jack, what's the takeaway for all our buddies over at Tubi? Every industry needs its Adam Sandler. Yetis, the way Jack and I see it, Tubi is like the Adam Sandler of TV. It dresses frumpy, not fancy, and most of its best content is like 20, 30 years old. That is Tubi.

18:57But Tubi has the most money and is the most popular, just like Adam Sandler. You see, besties, there's room for an Adam Sandler in any industry. Or another analogy here for you, there's room for a Walmart in any industry. Walmart relentlessly focuses on offering the lowest price. That's why it's a$1 trillion company. Well, Tubi has become that. But for TV, it does not offer expensive things. If you want a Christopher Nolan movie or a Shonda Rhimes show or Star Wars IP, Tubi does not have it. Nope. But for most Americans, price is the most important factor of their consumer decision. 40 % of Americans can't afford a$400 surprise expense.

19:32They love not having to pay for TV. You see, besties, there is room for a Walmart in any industry. Every industry needs its Adam Sandler. Tubi, it's like the Walmart of TV. Tubi, it's the Adam Sandler of TV. Because if being in your pants is cool, then consider me. Tubi.

19:53Jack, could you whip up the takeaways for us before the weekend? On Monday, Zoox becomes a money-making robo-taxi service in Las Vegas Like a toaster, and its parent Amazon is at all-time highs It's become the Berkshire Hathaway, but for tech For our second story, Brinkers, the owner of Chili's Has 6X'd in less than 3 years Because it didn't spend on AI AI use cases, they're like nachos right now Top looks great, underneath is a lot of mess but there is probably a perfect ship in there. And finally, Fox Corp. They announced that TV profits doubled, not just from the World Cup, from Tubi also. Tubi.

20:27It's like the Walmart or Adam Sandler of TV. And there's room for one in every industry. But besties, this pod's not over yet. Here's what else you need to know today. First, we got to call out some calendar creep over here. Home Depot just kicked off Christmas like two weeks ago. The life-sized reindeer lawn statues for$300. They went on sale this week and they're already sold out. Jack, how about the nine foot Santa for your lawn? That's also$300. Also already sold out. This is outrageous. Home Depot thinks Christmas season starts in July. Literally. And we're halfway to the holidays and we're already sold out.

21:03We're closer to last Christmas, Nick. And second, Ford just announced that their cheapest car will be an electric pickup truck. The price of the Ford Phantom was announced on Thursday, and it's just$28 ,000. $30 ,000 after fees. One of the lowest prices out there for a five-seater pickup truck, and it's all electric. We don't know what it looks like yet, but it's going to be head-to-head with Slate for the lowest-priced electric car in America. And finally, huge news for people like me. We can now finally get down and embrace a beagle. That's a singular first-person pronoun Nick was going for there, because I have no puppy allergy issues here.

21:40You see, puppies will no longer kick off your allergies thanks to a brand new edit of their genes. For real. Using CRISPR, the gene editing technology, scientists were able to eliminate the gene that causes human allergies with beagles. And how did they get all the funding for this anti-allergy puppy initiative, Jack? Puppy. Puppy, yeah. People ultimately prioritize puppies. Now time for the best fact yet. This is actually two corrections from this week's shows that Jack and I had to get to you. First, we mistakenly said that the founders of MySpace were brothers. Yeah, yeah. They were not brothers.

22:12Turns out the two guys who bought MySpace in 2011, along with Justin Timberlake, those guys are brothers, not the founders of MySpace. And those brothers are the ones trying to relaunch it right now. And second, we called Pringles a potato chip in yesterday's show, but legally, we are not supposed to say that, Jack. As Yeti J-South pointed out, Pringles are made from dehydrated potato flakes, not sliced potatoes. So they're technically potato crisps, not potato chips. If you know. I feel like NVIDIA thinks what AMD creates are crisps. That's a big diss in AI right now. You got potato crisps, not chips, guys.

22:47Yetis, you look fantastic over there. Jack, you are glowing right now. What is going on? What's in your head? I mean, I'm thinking about celebrating the wins this weekend. This show has been phenomenal. What a week of shows. It is such a joy and honor getting to do this show. Better than yesterday's show. Each one, fantastic work. Love doing this with you. We're not going to do any share the show CTA. We're not going to ask you to buy any tickets to a live show right now. Just celebrate the wins, man. Celebrate the wins. Let us know what you're celebrating in the comments, and Jack and I will exqueeze me on Monday.

23:15That was funny.

23:21And before we go, a happy birthday to the legendary Eddie Steve Miniman, binging on T-Boy with his son Nate on an epic drive across Ohio. Happy birthday to Abigail Beasley of Lexington, who can sing the whole T-Boy rap jingle off the dome of her lungs. T-Boy City on your atlas. And Ryan Mills, happy 31st birthday down in Miami. Happy birthday to Alex Ancero of San Diego. And Sam Shanes, rocking it at Cisco in Chicago, doing digital logistics and putting that master in the NBA. Happy birthday. And happy birthday to Nick Jarden, who's got a special day on August 8th, kicking off his first week as a student at Penn.

23:55Enjoy the cheesesteaks. And Ryan from Marin is celebrating with his sister Skylar on a cross-country road trip right now. Now, guys, can't wait to be with you for it. Thanks for being Yetis. Happy five-year wedding anniversary to Alicia Leone and Brandon Ang, just outside Boston. And CeCe and Sam, good luck with that spruce burger tonight. Hope it induces the baby. Keep us updated on the IBO. Although take your time in getting back to us. Like, you got bigger things to worry about. And happy 20-year anniversary to Suzy Cakes. Especially the team in Presidio Heights at Laurel Village. Jack, they remember everyone's birthday.

24:26My birthday, our son's, our daughter's birthday, Molly's birthday. What a team. Most beautiful cakes in the business. And to anyone else celebrating something today, make it a T-ball. Celebrate the wins.

24:39This is Jack. I own stock of Netflix, Amazon, Berkshire Hathaway, and Ford. And Nick and I both own stock of Apple. 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.

25:07Is 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.

25:32Because that recipe is really simple and so should be your chicken. Nature is farms. It's built on a simple belief. Food shouldn't be complicated.