📺 “🟩🟨🟩” — Wordle’s Game Show. Cowboy’s rocket race. China’s AI Bane translator. +Baby Name Disruptors

0:28This is Nick. Park Rangers, like, why are you hitting the ball right next to the tee box? You're supposed to hit from the tee box. I hit it in the hole. Hole in two, baby. Besties, if you don't count the first shot, then Jack just got a hole in one. It's either the best birdie of all time or the worst birdie of all time. But Jack, three fantastic stories for the best show in business. What do I got on the T-boy? For our first story, Wordle isn't just a game anymore. It's becoming a game show on NBC. Because the New York Times is really a gaming company with a news hobby. For our second story, the co-founder of Robin Hood just launched a SpaceX rival called Cowboy Space Corp.

1:07Cowboy, but to quote every Western movie ever, this town ain't big enough for the both of us. And our third and final story, President Trump is heading to China today with 16 of America's top CEOs. But besties, if you want to understand China and AI, then you have to look at one crazy new AI toy. because it's inspired by Christopher Nolan. Where is she? But yet it is before we hit that wonderful mix of stories. What a mix of stories and podcasting with a hole-in-oneer. What a mix. For the seventh straight year, Liam and Olivia are the number one baby names in America. That's right. According to the Social Security Administration, once again, Liam beat Noah, Oliver, Theodore, and Henry, while Olivia crushed Charlotte, Emma, Amelia, and Sophia.

1:48Those besties, those are the top five names for boys and girls in the year of 2025. Although Jack's hanging in there at number 15, And Nicholas, number 112. Not bad, man. I've fallen pretty far. But besties, Liam and Olivia, they can't be stopped. So Jack and I jumped in T-Boy style to the data. So we actually follow on Instagram a baby name consultant who forecasts what future baby names will be. That's right. And she charges$5 ,000 to coach you on what baby name to choose and what will be popular next. She thinks this year was the final year for Liam and Olivia. Because baby names are getting disrupted faster than you can spell Gabriel.

2:26For boys, Archer jumped up 17 spots this year to the top 100. Emiliano jumped 19 spots last year. The fastest growing boy name though was Atlas. Shout out to our jingle. It popped 26 spots into the top 75. But Jack, how about for girls? Because the girl data, oh, it is way more volatile, man. Naturally. Sienna surged by 46 spots last year. Eleni jumped 87 spots to number 14 on the list. Don't ask us how to spell or pronounce Eleni, by the way. But Jack, could you sprinkle on a little more naming context for us, please? The goat of American baby names is still Mary. It was the number one girl name for 74 years starting back in 1880.

3:04Until Mary got disrupted by Linda in the 1950s. Which is why, Bessies, if you're a millennial, you have an Aunt Linda, 100%. Oh, Aunt Linda's picking up bagels for all of us. It's going to be great. Oh, she's picking up bagels for Susan and Patty, Jack. We all know them. So the T-Boy trivia, actually, it's more of a question, yes. Not who's the next Mary, but who's the next Linda? Besties, what boy and girl names will take the crown from Liam and Olivia? Will it be Carter and Kinsley or Anton and Athena? We see you, Juniper. We see you, Juniper. Extra credit if the winning guest comes from someone named Linda.

3:37Not Susan. Jack, let's hit our three stars. 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.

4:05Start the show. First, a quick word from our sponsor.

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4:51If you ask it a question about your business, it'll probably know the answer. This isn't another bolted on tool. It's AI built into the system that runs your business. It'll automate processes, deliver insights, and keep you ahead of the competition. Robot Nick and Robot Jack, both very impressed. If your revenues are at least in the seven figures, get your free business guide, Demystifying AI at netsuite.com slash tboy. The guide is free to use at netsuite.com slash tboy. NetSuite.com slash TBOI. Monarch. All right, Yetis, you're never going to be able to guess how many accounts Jack has linked to Monarch.

5:2431. Are there even that many financial products out there? Yetis, he's got credit cards, checking accounts, brokerage accounts, retirement accounts. 529 college savings accounts for each kid and my nieces and nephews, Nick. Okay, I'm rounding up. Does that get us to 31? Where are we? Don't forget my mortgage, my house, the car I own. They're all linked and all their values in Monarch. You see, besties, Jack actually linked everything to Monarch one year ago during a little bit of spring cleaning. Until I used Monarch, I had a very messy, very chaotic spreadsheet, but now they're clean, synced, and automatic.

5:54Basically, Jack went full Marie Kondo on his finances, and he did it with Monarch, which can do your financial spring cleaning for you. One dashboard that gets your entire financial life organized. No more clutter, no more mess, no more scattered logins. Just logins, investments, property, and more all in one place. Get your first year at Monarch for half off just 50 bucks with promo code T-Boy. Use code T-B-O-Y at Monarch.com to get your first year half off at just$50. That's 50 % off your first year at Monarch.com with code T-Boy.

6:26For our first story, Wordle is becoming a TV game show. Jack, what's a five-letter word for surprise? I'm totally drawing a blank. B-L-A-N-K. The Wordle Show coming to NBC explains how the New York Times isn't even a news company anymore. Yetis, the six-question, five-letter, one-minute-to-play online game. It is getting the Bob Barker treatment, baby. Savannah Guthrie will host this new show called Wordle Games, and Jimmy Fallon is actually a producer. Debuts next year only on NBC. And Nick, this is going to be a team sport that you'll see on TV. Like the National Wordle League. Is that what you're talking about, Jack?

7:03No. Regional squads are going to go head-to-head for a cash prize. So we'd have like the continent crushers versus like the vowel vixens, right? Or like the Willamette wordsmiths versus the San Jose syllables. I mean, not unless the Dallas Dictionary catch up. They're jumping in the rankings these days, Jack. So NBC just put out a casting call asking for teams. So if you and your buddies got an A plus and AP spelling, I'd sign up right now. Yeah, not our buddy Timmy, but if you got a friend who has a thesaurus on their bedside table, you want to add them to the team. The audition videos are going to be way less exciting than those for Survivor, we should point out.

7:37But besties, pause the pot for a sec, because Jack, who's getting the M-O-N-E-Y in this situation? That would be the New York Times. Yetis, we would call the New York Times acquisition of Wardle one of the top five acquisitions of all time. When you jump into the numbers, the ROI is C-R-A-Z-Y. Please stop spelling, Nick. Thank you. In 2021, peak pandemic, a software engineer named Josh Wardle built this letter game to impress his girlfriend. No app, no account, no notifications needed. And no word yet if his girlfriend accepted his marriage proposal. It was just a website that defied the laws of gamification.

8:15Now, this was key. There was zero friction to play this daily word game. You could open it on any word browser. Plus, it became instantly shareable thanks to this one particular growth hack. You could share your score, your Wordle score, in a text message with little yellow and green tile emojis it would automatically generate for you so that you could brag without spoiling the answer. Exactly. So the New York Times, they were losing crossword customers at that moment. And what did they do in an ambitious, crazy move? Within three months, they acquired Wordle for a price in the low seven figures.

8:48Basically for the price of a one-bedroom pied -à-terre, the New York Times bought its most lucrative asset ever. Because since then, Wordle has driven tens of millions of visitors to the New York Times. And based on last week's New York Times earnings, since the average New York Times subscriber spends 10 bucks a month on the platform. Jack, what kind of numbers are we looking at? We're estimating a billion dollars in added value just from the visitors who came from Wordle. Like we said, besties, that is an ROI that makes Andreessen jealous, J-E-L-O-S. I guess you said you wouldn't spell another word, but - I incorrectly spelled another word, Jack.

9:19So in terms of value growth, add it all up and Jack and I would put the New York Times deal with Wordle up with Facebook's acquisition of Instagram. Zuck spent a billion dollars to buy IG in 2010 and now it's worth over$100 billion. Well, the New York Times got a similar or better multiple in value from buying Wordle just four years ago. Haters thought that Wordle would be a fad and die out in weeks like Words with Friends did. But instead, the New York Times launched Wordle the board game with Hasbro. And now they're getting a TV show with NBC. W-A-N-B-C. So Jack, what's the takeaway for our buddy?

9:51Honestly, Wordle needs a talent agent. What's the takeaway for our buddies over at the Times? The New York Times is a game company with a kitchen and a news hobby. Yeah, Eddies, you know the news industry is struggling these days. And yet, the number of New York Times journalists just hit an all-time high. 2 ,300 of them. And Nick, how's it paying for all those journalism majors? With premium lifestyle content building daily habits according to their earnings. Can I get a translation on premium lifestyle content, Jack? Yeah, games and cooking recipes. That's right. The New York Times is funding journalism with Wordle and Beef Wellington.

10:24We're not exaggerating. There are more people doing New York Times crosswords and cooking couscous with New York Times cooking app than reading the New York Times columns. And that flip happened last year. There are now more single product subscribers to New York Times games, New York Times cooking, New York Times wire cutter than there are to New York Times news only. The New York Times will get sued by the White House for coverage they don't like and have to hire a bunch of lawyers to defend themselves in court. Jack, how's the Times going to pay for all those lawyers defending journalism? With 30 new salmon recipes that you must try before Mother's Day.

10:54Honey, have we put the miso in the teriyaki? So the New York Times stock, it actually hit an all-time high last month. Digital subscribers up 16%, profits up 54%, 13 million total subs, the gray lady is in the black, baby. The New York Times funds their journalism with crossword puzzles and cooking recipes. They subsidize news with Sudoku and salmon recipes. For our second story, the co-founder of Robinhood now has a$2 billion startup up called Cowboy Space. And the plan? No big deal. Build rockets to launch solar-powered data centers into a galaxy far, far away. Just kidding. The galaxy's actually not that far away.

11:33Now we know what you're thinking. Is that exactly what SpaceX does? The answer is yes. And that's the point. But besties, Nick and I met Beju Bhatt at Robin Hood's headquarters in the summer of 2018. I'm actually wearing a pair of sneakers that Beju gifted me. I'm acting like them all special. He gifted them to all the employees of the company. Wild summer, wild experience. The whole office was speaking native rocket ship emoji thanks to Beju. Now, Beju, whose father immigrated to the United States to work for NASA, studied physics himself at Stanford University. So with his Robin Hood IPO money, he launched a space company back in 2024.

12:07It went from stocks to starships, from payments to payloads, from GameStop to the moon to the actual moon. And yesterday, he changed the name of that startup to Cowboy Space Corp. Nice Rebrand also announced a fundraise to match that new frontier mojo. $275 million raised at a$2 billion private valuation. It's like a third of a lift, but most ambitious of all, Beyshu announced he's challenging SpaceX by building his own rockets. Yet is this is what we find fascinating to quote Ross, Rachel, and basically our favorite episode of Friends. Pivot! You see, Cowboy is going from energy grid in space to an energy grid and data centers in space.

12:49And here's the interesting part. Cowboy used to be called Aetherflux, and their business model was Starlink, but for electricity instead of internet service. Picture something from the Jetsons. The idea was satellites decked with solar panels that would wirelessly beam electricity to precise locations on planet Earth. The original idea was basically a giant wireless iPhone charger. Like a targeted lightning bolt, but it wouldn't hurt you, and it would go from space down to like a U.S. military base. Or to an area suffering from a natural disaster whose power plants had knocked off service. Maybe one day they could even send it to your mother's home.

13:22But with yesterday's announcement and rebrand, they're not planning to beam electricity down to planet Earth anymore. No, they're not, Scotty. Instead, they're going to use space solar energy to power data centers that are also up in space. Because some of the best opportunities in business are to provide what we're running out of. And right now, we're running out of compute and power. Oh yeah, so Cowboy Space is targeting both by bolting giant solar panels and 800 GPUs onto each satellite they build like laser beams on sharks. Except instead of the laser beams killing you, the laser beams would answer the prompt that you just typed into chat GPT.

13:58Precisely, Jack. So besties, the first thing we thought when we heard this, wow, that is exactly what SpaceX plans to do, right? Elon is IPO-ing this June to fundraise data centers in space. But pause the pause, Jack, because what are we just learning? Quick update, Nick. Cowboy is also going to launch these satellites with their own rockets? Their own rockets? They're making rockets? Beju announced yesterday, the launch capacity simply is not there, so we're standing up our own rocket program. No big deal. Besties Cowboy Space is competing with SpaceX in both satellite data centers and now with rocket launches.

14:31To quote every Western ever, this town ain't big enough for the both of us. No, it ain't, partner. No, it ain't. So this is setting up the biggest underdog battle in space since Matt Damon tried to plant potatoes on Mars. Or is it when McConaughey was crying in Interstellar? McConaughey will never be an underdog. So Jack, what's the takeaway for our buddies over at Cowboy? The best way to crack a monopoly? Hire the Monopoly-omni. You see, Yetis, besides SpaceX, there are only a few companies that are actually able to launch things into space. Bezos, his Blue Origin is one of them. So is Boeing and Rocket Labs and a few other startups in the business of rocket launches.

15:09SpaceX has 84 % of the market. And Blue Origin, they're the clear number two. They're taking up a lot of space up in space. And reality check, we're talking about rocket science. There is no product harder to launch than to launch rockets. So here's what Jack and I are thinking. Like in sports, if you want to know who will win a game, you gotta first look at the roster. So yesterday, Cowboy announced that they had hired the former propulsion engineer from Blue Origin and the former launch director at SpaceX. And Cowboy says their competitive advantage is to focus on one thing, data centers in space and a novel new rocket design.

15:42But to neutralize SpaceX's competitive advantage, which is a huge head start and vastly more resources, it is hiring SpaceX alumni. Interestingly and ironically, that is what happened at Elon's other companies before this. The head of every car company's electric car division from GM to Toyota to Rivian, it's Tesla alums. So besties, add it all up, and this is a moonshot. Literally, they're taking on the hardest industry dominated by a monopoly. But the hack to compete against a monopolist is what Cowboy is doing. They're hiring Monop alumni. Now, a quick word from our sponsor. Lisa Sleep. All right, Yetis, you may not notice this from Jack's voice, but he's become a nocturnal foam roller, haven't you, Jack?

16:25Definitely don't notice that from my voice, but I will tell you that every morning I wake up with an uncomfortable back of my neck situation, so I preemptively foam roll to try to fix my bad neck I know I'm going to have. Yeah, we record this podcast standing up. It's a standing pod. We can't afford like a nasty neck situation, Jack. But there's definitely a better solution to my preemptive foam rolling. How about a Lisa mattress? Yetis, spring is the time to upgrade. And how about that thing that you spend a third of your life on? So with my new Lisa mattress, I sleep on my back and my neck crankiness is gone.

16:54Yeah, we both got these things, but first we picked it out after completing a short survey on lisa.com. Because each Lisa mattress is designed with specific sleep positions and feel preferences in mind. You take the sleep quiz from Lisa and you get recommended a mattress in two minutes. It's like talking to your therapist. But Nick, can we talk about how fun the unboxing experience is? Oh, it's a joy. It's a joy, Jack. The mattress expands like a Michelin, man. So go to Lisa.com for 30 % off your select mattresses, plus get an extra 50 bucks off with promo code T-Boy exclusive to our listeners.

17:22That's L-E-E-S-A.com, promo code T-Boy for 30 % off select mattresses, plus an extra 50 bucks off. Support the T-Boy show and let them know that we sent you after checkout. Lisa.com, promo code T-B-O-Y. Top hats, baseball hats, Von Dutch hats. We wear so many hats on this podcast. Honestly, we're not great at all of them. No, we've been avoiding hiring someone to wear those hats instead of us, especially the Von Dutch one, because hiring and training can take forever. Well, proud to say that we are hiring right now at T-Boy, and this is a job for Indeed Sponsored Jobs. Because Sponsored Jobs posted directly on Indeed are 95 % more likely to report a hire than non-sponsored jobs.

18:00So 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. That's Indeed.com slash podcast. Terms and conditions apply. Need a hiring hero? This is a job for Indeed-sponsored jobs.

18:35For our third and final story A Batman-inspired Bane-style translation mask Has gone viral in China Because it teaches kids how to speak English This viral product shows how differently The Chinese see the technology compared to us Alright, it is a quick break from our usual programming For a Christopher Nolan movie quote moment Oh, you think darkness is your ally Doesn't take any practice. I don't know how you pull that off without a mirror. I'm amazed, Jack. I'm blown away. Lots of practice, actually. Messies, look, if you went trick-or-treating back in 2012, you absolutely definitely saw someone wearing a Bain mask on your block.

19:12Our buddy Timmy. Yeah. He did it. But if you go to China today, you'll see people similarly wearing Bain masks, but not as a costume. And why is that, Jack? They're worn by Chinese-speaking parents to help their kids practice speaking English. Yeah, it's wild. We're told to limit kids' exposure to screens in America. You know, trade iPads for wooden blocks and hope the kids play with those instead. But in China, parents are strapping on instant translating mouth masks, where you speak something into it in Chinese and a speaker comes out in English instantly. They're wearing these Bain masks to tell lullabies so that when their babies grow up, she is fluent in the international language of business, English.

19:51But Yetis, why are we talking about Bain AI translating masks for babies in China? Why are we talking about that exactly, Jack? Because President Trump is heading to China today for a huge summit. And he's bringing 16 American CEOs to China with him, including Elon Musk and Apple's Tim Cook. It's the dream team of America's GDP, the biggest market cap corporate offsite of all time guaranteed. We're talking the CEOs and presidents of China and America talking trade tariffs and AI in one meet and greet moment. Maybe they'll do a trust fall if they have time. But besties, this is why it's all fascinating.

20:25Because according to public opinion polls, AI has the worst brand in the country. We Americans fear AI more than we're excited by it. And it's the opposite in China. That's right. And there are a couple of reasons that explain the stark difference between our two countries. First is censorship. The Chinese government controls the narrative when it comes to AI. That's right. If you log into Baidu in China, you're not going to see any viral AI doomer threads about it taking your job. The second reason the Chinese are more bullish on AI is the goals in China for AI. Because of the censorship we just mentioned, the focus of China's AI has not been on chatbots or autonomous agents.

21:02Chatbots might go off script and tell you something about Tiananmen Square that President Xi doesn't want you to know about. Yes, China has developed the DeepSeek chatbot, but most Chinese AI is offline applications to improve your life on a daily basis, and it's happening right now. Self-driving cars are far more common in China than they are here, as are robotics, which reduce the price of the stuff that Chinese people need to buy. Oh, also, AI hostesses, AI waiters, AI doctors, that's all happening right now. Coming soon to a Chinese hospital or restaurant near you to deal with their labor shortage.

21:35Add it all up, besties, and the typical American is worried about what AI will take from them. The typical Chinese person is excited about what AI will provide for them. Like a Batman-looking mask that translates languages for your kids. So Jack, what's the takeaway for our buddies looking at this AI moment and meeting in China? We are winning the race to superintelligence, but we're losing the race to superutility. Look, Yadis, America, number one world power. Our national policy is to defend that by winning AI. Because the leaders of AI here believe that whoever gets to superintelligence first will be the next world power.

22:10But over in China, they have a shrinking population and a stark rural-urban inequality divide. They see AI as a key policy tool, a critical solution to filling that human resource gap that they have. Like buy, selling, Bain-style AI translation masks to teach kids new languages. Or deploying AI doctors to farm communities that don't have access to healthcare. You see, Besties, China's AI position is to control what it says, but unlock what it does. We may be winning the race to superintelligence, but we may be losing the race to superutility. Or as Bane would put it, Jack, We're merely adopting it.

22:44China was more than bad.

22:49Jack, could you whip up the takeaways for us for T-Boy Tuesday? The New York Times is doing a deal with NBC for a primetime Wordle show hosted by Savannah Guthrie. And it's official in the numbers. New York Times journalism is subsidized by Salmon and Sudoku. It's a gaming company with a news hobby. For our second story, the co-founder of Robin Hood's new company, Cowboy Space, is taking on Elon's SpaceX head-on. But to defeat the monopolist, it's hiring Monop alumni. And our third and final story, Chinese parents are wearing instant translation masks to help their kids learn English. Bane style, because China's interested in super utility, not super intelligence.

23:25But besties, this pod's not over yet. Here's what else you need to know today. The new trade motto on Wall Street we told you about last week. nacho. Not a chance Hormuz opens. Trump says that Iran's peace plan is totally unacceptable and that he's going to China this week in part to talk about it. He says that the ceasefire is barely hanging on at the moment. It is a day-by-day situation. But with gas prices up 50 % to$4.52 a gallon on average, the push now in Congress is to suspend the 18 cents per gallon federal gas tax. Because Norden, a major shipping company, assumes its stuck ships are going to remain stuck in the Strait of Hormuz for all of 2026.

24:04Second, Dunkin', formerly Dunkin' Donuts, confidentially filed to IPO on the stock market. A large regular IPO. Dunkin' used to be a publicly traded stock. We covered it all the time, but it got acquired by private equity in 2020. Okay, but get this. Now this private equity firm also owns Sonic, Jimmy John's, Arby's, and Buffalo Wild Wings, and they're going to IPO all of that with a side of Dunk. So when Dunkin' goes public again, it won't be a pure play coffee and donut stock. And finally, Dua Lipa is suing Samsung for 15 million bucks for using her face to sell TVs without her permission. So here's the deal.

24:39A professional photograph of her was taken at a concert, pretty standard. It's owned by Dua Lipa. It's probably got watermarks on it. Like you shouldn't use this. It's not yours. But Samsung stuck it on their TV boxes, sold millions and never paid her a dime. Dua Lipa's lawyers even found posts from fans saying, I'm so obsessed with Dua Lipa. I will buy this Samsung TV because she's promoting it. So now they're trying to make this lawsuit go away like Houdini. Now time for the best fact yet, which at the last minute, I am pivoting in honor of Jack because of that almost hole-in-one you got. Here's the simple fact.

25:11How many hole-in-ones are hit in America on a daily basis? I'm just going to say 17 per day. It's actually 50 ,000 hole-in-ones a year, 137 hole-in-ones a day. That was in the ballpark. You're close. Yetis, you're looking fantastic today. Jack, you're looking awesome. Liam, Linda, Mary, Olivia, you all look wonderful as well. Besties, if you loved today's episode, drop it in your group chat or put it on Instagram stories. Tell your buddy Timmy, H-Y-H-T-B-O-Y. Have you had the best one yet? That's how we grow the show. Jack and I will see you for Ceviche Wednesday.

25:47And before we go, a happy birthday to Thomas and Finnegan-Cottler, legendary Yetis turning nine in the lovely Los Angeles, probably on their way to water polo practice with their brother, Graham. Happy birthday to Jackie Soderberg from Yellowknife in the Northwest Territories of Canada. And Javier Rosario over in the Dominican Republic. Happy birthday, make it a T-boy. Happy birthday to Joey G in Philadelphia, PA. And Michael Lay over in Austin, happy birthday. Happy birthday to PJ in New York City. And a happy 35th birthday to Unkit Bodia over in San Francisco. Happy birthday to Dennis Kalina in Vestal, New York.

26:18Couldn't make it to the live show, about ad tickets. We wish we could have seen it. We'll get you next time. Catch you then. And Cade Allen is the retail legend of Omaha and is celebrating four years sober. Congratulations, Cade. And to anyone else celebrating something today, including a hole in two, make it a T-boy. Celebrate the win.

26:38This is Jack. Nick and I both own stock of Apple and Robinhood. Wait a second. Did you just say, where is she as in president she? Yeah. That is next level. That's Christopher Nolan inception next level. Jack, this podcast is playing chess, baby, not checkers. The Drop by GNC. Yetis, the wellness space, it moves fast. Every day an influencer is pumping some new product, which is ironically named Pump Products. And it'll get you huge even if you don't lift it. There's creatine in the colostrum, in the protein. GNC actually has experts who cut through all of that and handpick what's worth your attention.

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27:39New drops launch regularly, so there's always something exciting to discover. GNC.com slash The Drop is the destination to discover something new to try today. Get the facts you can trust on what's new and trending. Plan what's next by browsing the coming soon calendar of drops at GNC.com slash The Drop. How do you get the protein in the colostrum?