🚛 “Sloppy Soundtracks” — Spotify’s AI purge. NFL’s 3 huge sales. Starbucks’ McDonald moment. + Anthropologie’s $1K rock.

0:29This is Nick. This is Jack. I came up with a term for this. We're going to call it the cocktail call ahead. Nice. The cocktail call ahead. So Besties, if you are celebrating a win this weekend and you want to make a buddy feel fantastic on Saturday, do the cocktail call ahead. And then Venmo Nickamy, because I'm talking to my lawyer right now. We're trademarking cocktail call ahead. We'll get you a shout out on the pod. But Jack, three stories for today's T-Boy. It's so good. What do we got on the pod? For our first story, this month, three NFL teams are being sold at record high prices. The Giants, the Patriots, and the Bears.

1:00Oh my. Oh my. But instead of the private equity Patriots, Jack and I want to see the people's Patriots, we'll explain. For our second story, Starbucks just announced their biggest store closure ever. Sadly, you may actually lose your local Starbs. But Jack and I think Starbucks' turnaround is going to work out, and it begins at McDonald's. And our third and final story is the biggest surprise problem at work these days. Yep. AI slop. In fact, Spotify just announced they deleted 75 million AI tracks. Wow. So Jack and I think every company is about to have a new job. We call it AI garbage truck.

1:39But yet he's before we hit that wonderful mix of stories. Fantastic mix of stories for the end of the week, Jack. How much would you pay, Nick, for a rock? A rock, like a regular old rock. I'm thinking a dollar, less than a dollar. Honestly, I'm probably not paying for a rock, Jack. I mean, full disclosure, I had a rock collection and a nice tiger's eye. All right, so noted, I'm going to get you a rock tumbler for Christmas. I'll make it, make it, make it happen. But get this, Yetis. Over at Anthropologie, a store owned by Urban Outfitters, they're selling rocks for$1 ,000 each. A thousand bucks for a rock, not a tiger's eye, not a quartz crystal, just a big old ordinary heavy rock.

2:15Why is Anthropologie selling rocks? And why are they charging a grand for a stone? Well, we jumped in T-boy style and it all began with a TikTok video this month that got 12 million views. Phoebe Adams was playing a prank on her boyfriend. She pretended to unbox a rock that she bought from Anthropologie for only$150. Now, her boyfriend Dan, he freaked out. Phoebe defends herself and says, this is a one-of-a-kind rock. Anthropologie had to go into the ground to find it. Which caused your boyfriend Dan to just freak out even more. Boyfriend Dan goes in the backyard and said, here, I got you this rock for free.

2:51But then she said it didn't have the feng shui of the anthropology rock. Great prank. That video went viral for making fun of anthropology and anthrogirlies. But here's the business twist. Anthropology didn't let the sticks and stones break their corporate bones. No, they got in on the joke. Yeah. And actually began selling rocks. Anthro started putting up rock displays at stores so people can take pics with them. And buy them. So yetis, you can actually buy a rock, A plain old regular rock at Anthropologie for way more than it's worth. Well, we'll check in on the next earnings report from Urban Outfitters to see if you actually bought any.

3:26And if you did, it's probably a sell signal for our style. In the meantime, Jack, let's hit our three stories.

3:47Fat 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.

3:58Start the show. First, a quick word from our sponsor.

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5:14This product is not intended to diagnose, treat, cure, or prevent any disease. Monarch. Happy wedding season to all those who celebrate. Wedding season. That means you just liquidated your 401k to pay for that bridesmaid dress. Yeah, flights, hotel, and a gift. Your presents. It was not the only present. Good timing though, because Monarch is the personal finance app that tracks everything, your accounts, your investments, your savings goals, and your spending. We use Monarch to keep all our personal finances accounted for and in one place. We're excited that listeners of this show can get your first year of Monarch Core for half off.

5:47That's just 50 bucks with promo code TBOI. The weekly spending recap, it uses AI to categorize everything you spent organizing them into digestible buckets. Weekly emails are perfect by the way, because checking finances daily, that's too much. Monthly, that's probably not enough. So Monarch helps you make sure you're on track for seven different destination weddings this summer. Because you don't want to go into debt if you don't even know the groom. Who's Henry? Besties. Use code TBOI at monarch.com to get your first year of Monarch Core half off at just 50 bucks. Zip recruiter. Yeah, one thing Jack and I do to save time, customer service laundry shows.

6:23Yeah, we haven't trademarked it yet, but we fold laundry while waiting on hold with customer service while also watching a TV show. Like got to call Delta. You know you're going to be on hold. You may as well be folding laundry and watching a show. It's not multitasking, it's triple tasking. But if you're a business owner, you can save time hiring with ZipRecruiter. ZipRecruiter has a new feature that quickly lets you see the most interested qualified candidates first, so you save time by meeting the right people faster. And right now, you can try it for free at ZipRecruiter.com slash tboy. ZipRecruiter's powerful matching technology finds qualified candidates quickly.

6:56Candidates can tell you in your own work, and candidates can tell you in their own words why they're interested in your job. No wonder ZipRecruiter is the number one rated hiring site based on G2. Sebastia, save time and meet great candidates sooner with ZipRecruiter. Four out of five employers who post on ZipRecruiter get a quality candidate within the first day. So try it for free at ZipRecruiter.com slash T-B-O-Y. That's ZipRecruiter.com slash T-Boy. Meet your match on ZipRecruiter. For our first story, the biggest action of the NFL season so far, it's not the actual football games. It's in the balance sheets.

7:31We'll tell you why three legendary NFL teams have sold at record high prices this month and why they should have sold to fans instead of finance. Now, Jack, since you are a legendary D3 backup starting quarterback, who also happens to be an economics major, I feel like this story was made for you to tell. So why don't you take it from here, Jack? Talk to us first about the Chicago Bears. All right, the Chicago Bears, the Bears, are selling 2.35 % of the team at an$8.9 billion valuation. Okay, that's the Bears. Jack, what about the New York Giants? They're selling 10 % of the team to the widow of the billionaire David Koch at a$10 billion valuation.

8:15And finally, Jack, the New England Patriots, what have they been up to? They're selling 8 % of the Patriots at a$9 billion valuation to a private equity firm. And as a Giants fan, I'm glad the Giants are worth more than the Pats. It's pretty cool that it's less than the Giants, I gotta say, Jack. Although we should point out, Robert Kraft is doing just fine. Yeah, Robert Kraft owns the Patriots. He bought them for$172 million in 1994. So what's his return been, Jack? At a$9 billion valuation today, that's a 5 ,000 % return in 30 years. Although that's only two times better than the stock market, the S &P 500 over the same period, we should point out.

8:54Still, this deal is making Jerry McGuire jealous. To quote Rod Tidwell, show me the money. Now, why are three legendary, historic NFL teams all selling stakes in themselves in the same month? Well, it's because the NFL made a rule change one year ago that turned teams into banks. Yeti's historically, NFL teams have been like privately owned mansions. Yeah, they've been like mansions, big family-owned assets filled with the family. For example, Jerry Jones, he runs the Dallas Cowboys like it's his own house and his own family. He reportedly shows up to the Dallas Cowboys stadium at 6 a.m. sometimes just to like check on the place.

9:33In fact, the NFL owners wrote up the rules of the NFL to make it that way. Rules that are written basically to keep the ownership like royalty, right, Jack? Each NFL franchise must have a controlling owner who owns at least 30 % of the team and acts as the face of the franchise. Okay, but here's the plot twist. One year ago, those owners agreed to allow the sale of up to 10 % of an NFL team to private equity. The reason why? Like the Royals, actually. Many NFL owners are rich on paper. They got a gorgeous palace, but they're broke when it comes to cash in their bank account. That's the key. So this new rule change lets the owner sell 10 % of the team to big finance, keep the ownership, and get some liquidity.

10:17But you can only sell to an approved list of private equity firms. Yeah, you got to be a private equity firm that has earned the right to buy part of an NFL team, right, Jack? And a private equity firm where all the analysts can run a 40-yard dash in less than five seconds. If your managing director can bench press 135 pounds, only then are you allowed to buy part of an NFL team. So that rule change is why the top story of the NFL season so far isn't Saquon Barkley or Travis Kelsey. It's historic teams selling stakes in themselves for the first time in decades. It's the team sales, a new rule change that lets the owners sell a slice of their NFL mansions like royalty for cash.

11:00It was time to use the button, Jack. So Jack, what's the takeaway for our buddies over in the NFL? Why just big finance? The NFL should let owners sell to fans. Yetis, the NFL, it's like a country club. 32 members who don't want any more than that. That's why they banned public ownership, like an IPO, way back in 1960. Now I know what you're thinking. What about the Green Bay Packers? Yes, they do have stock in their team, but they got grandfathered in. And Green Bay Packers stock isn't really stock, you know? It can't go up in value. But Nick, it doesn't have to be this way. True. Over in the UK, the British soccer team Manchester United IPO'd.

11:39Fans can buy stock in Man U. It's the same with the Atlanta Braves. the baseball team, you can buy that on the stock market. Here in the States, NFL owners don't want the obligations of being a publicly traded company. Earnings reports, SEC regulations, stuff. But they could stay private and still allow sales of stakes to fans and offer them maybe to diehard fans only. That'd be epic. Even if there are no dividends, fans would love the emotional value of being a part owner. And fan ownership, that'd be a PR win. Huge marketing opportunity. I mean, just look at what happens at the end of Ted Lasso, Jack.

12:11Spoiler, spoiler, but yeah. The Carolina Panthers, they could become the people's Panthers. Why just big finance? The NFL should change the rules again and let the owners sell to fans. For our second story, Starbucks announced it's closing 430 North American stores, plus 900 layoffs. The company is decaffeinating itself. But the night is always darkest just before the dawn. Don't look at Harvey Dent. Look at McDonald's and Walmart as proof. Yetis, you remember in Austin Powers, Jack, when Dr. Evil becomes CEO of Starbucks? Not the product placement that Starbucks was expecting. That was super random, wasn't it?

12:55The headquarters was the Space Needle, and it said Starbucks on all the windows. And they were doing the Belgian dip. I hope they paid for it, but I'm also like, did you guys pay for this? Well, Starbucks just had their worst day since Austin Powers. And they may need Austin Powers to help come in and rescue the company. The CEO, Brian Nichol, announced yesterday that the poorest performing 400 North American locations of Starbucks would close. That's 2 % of all Starbucks locations, including reportedly the iconic Capitol Hill Starbucks in Seattle. Plus 900 non-barista jobs, like the desk jobs at corporate, those are going to be terminated too.

13:29In fact, the CEO asked everyone today to work from home as the layoffs become clear and the dust sadly settles over at Starbucks. Now, I got to be honest. Yeah. Nick and I saw this coming. We did do a story on this related topic like two weeks ago. Starbucks over-indexed on digital orders in their app, and they missed the big trends in caffeine. Protein maxing and broistas. The result? Starbucks stock has been down this year. It's been in its decaffeinated era. Dutch Bros is now a Starbucks rival, and they've gone viral for their 15 gram protein coffee. The Dutch Bros coffee is like a beef jerky of cold brews, basically.

14:04Meanwhile, BlackRock Coffee, they just IPO'd. They're small, but they have twice as many loyalty members per store as Starbucks does. Add up all that protein, and they're both targeting guys and fitness gals with giant cups of caffeine, grab-and-go athleisure lattes, if you will. Meanwhile, Starbucks is still pushing pumpkin spice latte, and they want you to sit and sip in the coffee house like it was 1990. Now, yes, we know what you're thinking. By the way, Starbucks did just launch protein foam, but it may be too little to latte for Starbucks on that one. Which has allowed another rival to enter the market, Seven Brew.

14:37They were early on the protein trend, Jack. They probably put like two straws in each of their cuffs to get you energized ASAP over there. They're the opposite of Starbucks. Oh, and this week, Chick-fil-A said they're launching a coffee chain. Chick-fil-A is probably going to put white meat in the chicken cappuccinos for you, so you really leave with a protein high. Now, we said recently that Starbucks' customer love isn't being disrupted. It's just being eroded. But Jack and I are actually bullish on these Starbucks beans, and we think Bruce Wayne would approve. So Jack, what's the takeaway for our buddies over at Starbucks?

15:09Starbucks will have what McDonald's and Walmart are having. Now, Yadis, Jack and I have been covering business news for over a decade, and we've seen a range of iconic companies look like they're getting disrupted, but come back stronger. Ten years ago, McDonald's looked McDead, as fast casual was a big negative for the McNugget industry. But McDonald's increased its minimum wage, switched to all white meat chicken, and brought back Grimace, baby. Ten years ago, Walmart's eulogy was being written as Amazon was absolutely hyperscaling. But then Walmart increased their minimum wage, modernized their stores.

15:45They learned e-commerce. Ten years ago, the same negative vibes were facing McDonald's and Walmart as Starbucks is facing today. But now both of them are seeing stocks at all-time highs. Jack, What kind of numbers are we looking at? McDonald's has tripled in the last 10 years, and Walmart stock has 5X'd in the last 10 years. Besties, these disrupted brands, we thought, focused on their core businesses, improved, adapted, and thrived again once those fads faded. So don't count Starbucks out. Big brands do not fall easy. The coffee is always darkest before the dawn. Now, a quick word from our sponsor.

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17:32Walmart 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 going to 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. AI tools are there for your digital work. Walmart business is there for your physical work.

18:04Like restock your office inventory with low prices, reliable shipping, and fulfillment. Walmart business helps simplify your operations so you can focus on building and selling your product. You see Carol in accounting? She'll be relieved that Walmart business is all over it. Eligible organizations can take advantage of tax-free shopping, both in-store and online with Walmart Business, saving you more while getting you everything you need. It's Walmart built for your business. Sign up for a free Walmart business account today at business.walmart.com. For our third and final story before the weekend, Spotify just deleted 75 million fake spammy music tracks as AI invades the music world.

18:45AI slop has arrived everywhere on our digital shores, including at your work. So the next phase of AI is the garbage truck phase. Yes, it is. Cleanup time, baby. Now, Yetis, Jack and I happen to be shareholders of Spotify, so we pay attention to their PR announcements. And Jack, what did we notice they post on their site yesterday in all capital letters. A blog post that said this, fighting AI impersonation, spam, and deception. Now, Spotify opened this announcement by praising how advancements in technology have improved music over the years. And we were waiting the whole time for the but. Yeah, the but.

19:22And here's the but, Jack. But AI is different. Spotify said that AI has been confusing listeners and unsettling for creatives. Jack, why don't you read us exactly what Spotify said? At its worst, AI can be used by bad actors and content farms to deceive listeners, push slop into the ecosystem, and interfere with authentic artists who are working to build their careers. So Spotify announced new policies to stop AI bad guys and eliminate music AI slop from their airwaves. But how pervasive is this AI slop that Spotify is trying to delete? Okay, these numbers are like so wild they're going platinum.

20:00You see, Spotify has deleted 75 million music tracks already, And that's just the beginning. Jack, could you sprinkle on some context, please? How big is 75 million AI slop songs? Well, it's more than there are ABBA tracks, Jack, but yeah, how many is it? Well, according to Spotify's website, Spotify has over 100 million tracks that you can listen to. Okay, so a number 75 % as big as that have been fake tracks. Let me say this another way. For every four real songs on Spotify, three fake songs have been published by a bad actor and deleted by Spotify. Okay, for every four real songs, there are three fake songs.

20:39I'm sorry, Jack, but to quote the poet Bruno Mars, give me something I can feel. Dude, I can feel that. I mean, like, I want music I can feel, you know what I mean? But yet it's not just music where AI slop is everywhere. There's a story we almost covered about a new podcast startup that is, as they put it, flooding the zone with AI podcasts right now. This startup is generating 3 ,000 AI-generated podcast episodes every week. And one day we may get a knockoff Nick and Jack. It's going to be called Jack and Nick. Here's another industry, videos. The most viral video of the summer was rabbits on a trampoline.

21:16Did you see that? It was a delightful watch. I thought it was lovely until I - It was fake. We all got doofed. We all got doofed. But besties, it's not just music, it's not just podcasts, and it's not just videos either with AI slop. It's your cubicle at work. Every industry is dealing with work slop these days as well. We're receiving emails twice as long as they used to be that aren't actually written by our coworkers. Let us know if you've had this scenario before. Carol in accounting prompted ChatGPT to lengthen her idea into one long comprehensive email. And then you received that email from Carol and used ChatGPT to shorten the email to something much shorter.

21:53I think Carol should have just come to you directly, Cut out the two AI bots. Classic Carol. But according to HBR, Harvard Business Review, 40 % of us are getting that kind of work slop right now in our cubicles. AI was supposed to save us time, but this kind of nonsense does the opposite. It's nonsense. That's a good word, Jack. Your dad would use that word. So Jack, what's the takeaway for our buddies dealing with AI slop? We are entering the garbage truck era of artificial intelligence. Yeah, it is. Spotify also, interestingly, announced a filter to catch slop and spam as it's uploaded. But as AI proliferates, they'll have to up their efforts to delete the stuff that gets through the filters.

22:33So Spotify also has to rewrite the rules for labeling. Something more nuanced than simply AI and not AI. And we think this will happen across all content platforms. Yes. They're going to have to come up with filters, labels, and rules for how AI can be on the platform or not. And Jack, one thing we know about bad actors on the internet, they move faster than the rules do. So every platform is also going to need a garbage truck. A way to get the AI trash off the platform or people won't want to be there. Besties, AI slop has already arrived in our shores. So it's time to hire the digital cleanup crews.

23:11Jack, could you whip up the takeaways for us for the real Friday? Ownership stakes in NFL teams are changing hands like never before. But it's only with PE firms. So the NFL should change the rules again. We're throwing a flag. Let fans become the owners, not just finance. For our second story, Starbucks is sadly closing 400 North American stores, about 2 % of the total number, and laying off 900 people. But Starbucks will have what McDonald's and Walmart are having. And our third and final story is Spotify. They announced they've deleted 75 million spammy AI tracks from their music platform. And you just got a seven, five million word email from Frank and Finance.

23:54AI slop has arrived on our shores. It's time to hire the digital cleanup crew. But besties, this pod's not over yet. Here's what else you need to know today. First, TikTok. I can't believe we're giving another update, but President Trump signed an executive order approving the sale from the US side, but it is still not done yet. We did not get all the details. Trump did not give details Monday on who from the U.S. side is going to buy TikTok. He only said that Larry Ellison, Michael Dell, and Rupert Murdoch are involved. Now, Jack and I have done a few deals before, and here's the key. We don't have the other side of the deal.

24:29China has not approved this yet. So the TikTok deal is not done until President Xi says so. It's like me posting on Instagram that I bought a house, but the seller of the house has not agreed to sell the house to me. So I probably should hold off on making that post. And second, Amazon's antitrust lawsuit, the huge one that started this week, it's already over. They settled. Amazon will pay a$2.5 billion fine for allegedly tricking us customers into our Prime subscriptions. The government said that Amazon used dark tactics to get signups and then made you click like 17 times if you wanted to unsubscribe from Prime.

25:05Now, some of the$2.5 billion, it's going to go to victims who signed up by accident. You get a payday, which you'll probably end up spending on Amazon. And finally, Nike Skims, the collab of the year, goes on sale today. It's the biggest new Nike brand since Air Jordan. Literally. Watch out, gym rats. A new fashion is coming to the squat rack near you. Now, time for the best fact yet. This one whipped up by Jack and me because Jack's got, this one's personal. This one's personal, Jack. All right. So today, the Ryder Cup begins. Yes. It's the best golfers from America versus the best golfers from Europe.

25:41And it's going down on Long Island over at the Bethpage Black famous golf course. Now, one reason Bethpage Black is awesome, it's a public course. It's owned by the state of New York. So anyone can go play. You don't need some fancy shamanca club to get in. Not exactly. Yes, technically everyone can play. But first-time golfers at Bethpage Black basically have like a hazing ritual. Okay, talk to me. You have to camp out the night before and wait in line to golf there the first time. It's a rite of passage. Something tells me these words are being spoken right now from a man traumatized from such an experience.

26:15No, I wasn't traumatized. It was awesome. My brother, Tuck, and I, we camped out in the car. We got a tee time finally at 7 a.m., went to McDonald's, got some egg McMuffins, teed off. Nick, everyone was watching my first drive. Best drive I ever hit in my life. And your final score on that match, Gak? I don't want to talk about it. Story for another pod. Story for another pod. Yetis, you look fantastic going into the weekend. Jack, I got to say, you look like... Cash money? Yeah, you look like cash money today. Besties, if you got some wins to celebrate, hit us up. We love reading them when you hit us in the DMs.

26:52Dude, we should put one of those machines on our T-Boy store. I think what you're saying, Jack, is if we started selling this thing, you and I would be making... Tell the buddy HYH-TBOI this weekend, and Jack and I will see you Monday.

27:09And before we go, a happy first birthday to legendary Yeti, Ava Villarreal celebrating up in Napa with, get this, Jack, a silly goose-themed party. And Israel Martinez in Dos Palos, California, happy birthday over there. Happy birthday to Josh Hatfield in Albuquerque, New Mexico. And Maren Edsman is celebrating the best birthday yet on legendary Hawaii. And Joe Bader II from Fort Wayne, Indiana, happy birthday. And Jacqueline Traeger in New Canaan, Connecticut has a new job and a birthday. Happy birthday to Miles Clark in Salt Lake City, Utah. And Alex Chong celebrating Sugar Land, Texas. Happy sixth anniversary to Jason Geiger and his wifey Da in Buffalo, New York.

27:52And congratulations to Jing Wang, whose pet funeral service over in Toronto is opening up their second location. location. And congratulations to Crystal Kennedy over at Duke University, who is a PhD graduate of genetics and genomics. She was born to do it, Jack. She was born to do it. This is Jack. I own stock of Amazon, Nick owns stock of Nike, and we both own stock of Spotify. Bureau premium non-alcoholic beer. All right, Yeti'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.

28:29I 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. 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 the 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.

29:08Okay, 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. So Bastis, 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.