🍌 “Dancers in the Outfield” — Savannah Bananas’ baseball disruptor. Palantir’s AI beliefs. ThredUp’s tariff win. +Hellman’s mayo wedding.

Summary

The Best One Yet: Episode 🍌 “Dancers in the Outfield” Summary

Podcast Information:

• Title: The Best One Yet
• Hosts: Jack Crivici-Kramer & Nick Martell (Nick & Jack Studios)
• Description: A 20-minute pop-business news podcast delivering the top three business stories with fresh takes, perfect for your morning routine.
• Episode Title: 🍌 “Dancers in the Outfield” — Savannah Bananas’ baseball disruptor. Palantir’s AI beliefs. ThredUp’s tariff win. +Hellman’s mayo wedding.
• Release Date: August 6, 2025

---

1. Hellman’s Mayonnaise Hosts a Branded Wedding [00:15 - 02:24]

Before diving into the main stories, Nick and Jack share a quirky news segment about Hellman’s Mayonnaise sponsoring a wedding. This unconventional event took place in Las Vegas, where Unilever, the parent company of Hellman's, hosted a ceremony for two of its super fans.

• Key Highlights:

  • Unique Vows: Instead of traditional "I do," the couple exchanged "I dip," aligning with the mayo theme.
  • Entertainment: Toasts featured literal toast, and the event included humorous dress code warnings about containing eggs.
  • Viral Strategy: The wedding was designed to go viral on TikTok, making it a cost-effective yet impactful marketing move.

• Notable Quotes:

  • Jack [01:15]: "Dearly beloved, we are gathered here today to join together this man and this woman in Holy mayonnaise."
  • Nick [02:03]: "And this mayonnaise wedding was so big, it got picked up by the Wall Street Journal."

---

2. Thredup's Meteoric Rise and Resale as a Service [05:11 - 09:43]

Overview: Thredup, the secondhand clothing app, has experienced an astounding 600% increase in stock value this year. Nick and Jack delve into the factors behind this surge, primarily focusing on how Thredup has capitalized on changing market dynamics and introduced innovative services.

• Key Highlights:

  • Market Shift: With the imposition of tariffs on fast fashion brands like Shein, traditional retailers faced increased costs, making secondhand options more attractive.
  • Thredup’s Advantage: Unlike fast fashion companies reliant on international manufacturing, Thredup’s model is tariff-proof as it leverages consumers’ existing wardrobes.
  • Resale as a Service (RAAS): In Q1, Thredup launched RAAS, enabling other brands (e.g., Athleta) to manage their pre-owned lines without handling logistics. This strategic move opens a new industry segment and positions Thredup for sustained growth.

• Notable Quotes:

  • Nick [06:04]: "That cute top had a price pop."
  • Jack [08:03]: "It's a new industry that Thredup created, resale as a service."

• Insights:

  • Consumer Behavior: Capitalizing on frugal and environmentally friendly trends, secondhand shopping has become mainstream, with nearly one-third of clothing purchases in the US now being secondhand ([07:06] Nick).
  • Brand Strategy: By offering RAAS, Thredup allows brands to maintain quality control and brand integrity while tapping into the lucrative resale market.

---

3. Palantir’s Dominance in AI and Stock Market [09:43 - 21:19]

Overview: Palantir Technologies, renowned for its AI software tailored for national defense, has been a standout performer in the stock market, boasting a 12x increase over the past 18 months. Jack and Nick explore the reasons behind its success and the sustainability of its growth.

• Key Highlights:

  • Foundational Beliefs: Founded by Alex Karp and Peter Thiel post-9/11, Palantir was built on the premise of enhancing US intelligence capabilities. Karp's unwavering pro-US stance has shaped the company’s trajectory.
  • Controversial Operations: Palantir's involvement in controversial activities, such as aiding the Trump administration in deportations, has sparked debates about its ethical standing.
  • Financial Performance: Despite a 12x stock increase, Palantir’s revenues have only doubled in the same period, raising questions about stock valuation sustainability.
  • AI Recruitment Strategy: According to Palantir CEO Alex Karp, winning in AI requires significant resources—billions of dollars, brilliance in talent, or strong beliefs. Palantir emphasizes the importance of recruiting top AI talent through substantial investments and ideological alignment.

• Notable Quotes:

  • Nick [10:02]: "Of the three Bs of AI, billions, brilliance and beliefs."
  • Jack [12:39]: "When a stock is growing six times faster than the business is growing, Wall street could actually be a little too excited about Palantir stock right now."

• Insights:

  • Market Position: Palantir's focus on government contracts, such as a recent $10 billion deal with the U.S. Army, underscores its pivotal role in national defense AI applications.
  • Growth vs. Valuation: There's a potential disconnect between Palantir’s rapid stock appreciation and its actual revenue growth, suggesting the market's high expectations may not yet align with tangible financial performance.
  • Strategic Recruitment: Palantir’s approach to AI talent acquisition—leveraging financial resources, intellectual brilliance, and ideological beliefs—positions it uniquely in the competitive AI landscape.

---

4. Savannah Bananas’ Revolutionary Approach to Baseball [21:19 - 22:10]

Overview: The Savannah Bananas are redefining baseball by blending traditional gameplay with high-energy entertainment, resulting in sell-out crowds and viral popularity, especially on platforms like TikTok.

• Key Highlights:

  • Entertainment Integration: Incorporating elements like breakdancing batters, singing pitchers, and catchers on stilts, the Bananas offer a hybrid experience reminiscent of the Harlem Globetrotters.
  • Operational Excellence:
    • Fan-Centric Policies: Games are limited to two hours with countdown clocks to accommodate young fans' schedules. Foul balls caught by fans count as outs, directly involving the audience in gameplay.
    • Season Scheduling: Playing only on weekends minimizes conflicts with school and family routines.
    • Free Amenities: Every home game ticket includes free food, enhancing the overall fan experience.

• Notable Quotes:

  • Nick [16:18]: "Imagine a baseball game where the batter is breakdancing, the pitcher is singing and the catcher is cabareting on stilts."
  • Jack [20:23]: "Do things that don't scale in order to scale."

• Insights:

  • Viral Growth: With 11 million TikTok followers—3 million more than Major League Baseball—the Bananas leverage social media to amplify their reach without traditional paid advertising.
  • Business Model: By focusing on fan delight over scalability, the Bananas create memorable experiences that drive word-of-mouth growth and sustained profitability. Their commitment to quality entertainment over strict adherence to baseball purism exemplifies successful disruption in a traditional industry.

---

Conclusion

In this episode of The Best One Yet, Jack and Nick dissect three compelling business stories that highlight innovation and disruption across different industries:

1. Thredup’s Resilience and Innovation: Leveraging market shifts and introducing RAAS, Thredup exemplifies how adaptability and strategic service expansion can lead to exponential growth.

2. Palantir’s AI Ambitions and Market Performance: While Palantir stands as a titan in AI for national defense, its stock's rapid ascent versus moderate revenue growth presents a nuanced case of market expectations versus financial realities.

3. Savannah Bananas’ Entertainment-Driven Baseball: By prioritizing fan experience and integrating entertainment into sports, the Bananas successfully disrupt a traditional industry, proving that unconventional approaches can lead to substantial success.

Notable Takeaways:

• Innovation and Adaptability are crucial in navigating and capitalizing on evolving market landscapes.
• Balancing Growth and Valuation is essential for sustainable business success.
• Customer-Centric Approaches can redefine industry standards and drive viral growth without traditional advertising.

---

This summary encapsulates the key discussions and insights from the podcast episode, providing a comprehensive overview for those who haven't listened.

Transcript

[Nick]

This is Nick.

[Jack]

This is Jack.

[Nick]

It's Wednesday ceviche Wednesday, August 6th. And today's pod is the best one yet. This is a T. Boy.

[Jack]

The top three pop business news stories you need to know today.

[Nick]

All right, Jack, I whipped one up for you here. Here we go. Stocks were ripping. Now they're slipping. But today's pod is straight up dripping.

[Jack]

It's poetic.

[Nick]

Well, it rhymes. Well, it rhymes. That's about all I got going right there. But, Jack, three stories for today's T. Boy. What do we got on this fantastic show?

[Jack]

For our first story, Thredup, a secondhand clothing app, is a top in the market this year. ThredUp is up 600%.

[Nick]

600% because your old sweatshirt is winning, thanks to the triple F. Frugal Friendly Finance.

[Jack]

For our second story, the Savannah Bananas baseball team sold out two straight nights.

[Nick]

At Yankee Stadium because this baseball team rebuilt the sport from scratch with a focus on fans and TikTok dances.

[Jack]

And our third and final story, Palantir makes AI software for national defense. Their business is controversial. Their stock price is, too.

[Nick]

So Jack and I will explain Palantir's stock price with a little help from an Hermes handbag.

[Jack]

But, Yetis, before we hit that wonderful mix of stories, I mean, like we said, fantastic mix.

[Nick]

Love the mix, Jack.

[Jack]

Dearly beloved, we are gathered here today to join together this man and this woman in Holy mayonnaise. Get this, Yetis. Hellman's Mayonnaise just sponsored a wedding.

[Nick]

We repeat, the world's largest mayo brand just officiated a wedding ceremony.

[Jack]

The two newlyweds didn't say, I do. They said, I dip.

[Nick]

Jack, the toasts were literal toast, and.

[Jack]

The dress code warning may contain eggs.

[Nick]

Sorry. I'm sorry. I'm allergic.

[Jack]

I abstain. Yeah, it is. This is a true story. Unilever, the company that owns Hellman's, hosted a wedding in Las Vegas for two Hellman super fans.

[Nick]

And Unilever's worth 150 billion bucks. So they do have budget for a branded matrimony.

[Jack]

And this mayonnaise wedding was so big, it got picked up by the Wall Street Journal.

[Nick]

And we keep saying mayonnaise wedding. I just. I can't continue on.

[Jack]

Nick, at this wedding, instead of cutting a cake at to celebrate, they opened a tube of mail. Just gross.

[Nick]

Actually, again, I may have to remove.

[Jack]

Myself, but brand sponsoring weddings actually isn't totally new.

[Nick]

Now, Jack and I jumped in Tea boy style. Dolce and Gabbana sponsored and hosted Kourtney Kardashian's Nuptials and Taco Bell opened a.

[Jack]

Wedding chapel in Las Vegas a few years ago.

[Nick]

700 happy couples have been married over a gordita.

[Jack]

But in this economy, the average wedding costs $36,000.

[Nick]

And in this economy, the average couple wants to go viral.

[Jack]

So Hellman's just made both. They made the wedding free for the couple and they made it take off on TikTok.

[Nick]

And you know what, Jack? That's a beautiful thing.

[Jack]

So besties, if anyone believes these two should not be wed, speak now or forever hold your peace.

[Nick]

I think you mean hold your mail. Hold the mail, guys. Hold the mayo. Jack, what's in our three stories? Fifteen years before this song, two boys from the northeast met in the dorm. They had an idea that caused 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.

[Jack]

50%.

[Nick]

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

[Jack]

We are supported by vital proteins yeties.

[Nick]

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[Jack]

And I'm a proud power user. I put the mocha or chocolate flavored vital proteins collagen in every mug of coffee I've drank so far this year.

[Nick]

I threw some into a pancake mix because, like, why the heck not?

[Jack]

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[Nick]

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[Jack]

That's vitalproteins.com, promo code T Boy for 20% off.

[Nick]

These statements have not been evaluated by the Food and Drug Administration. This product is not intended to diagnose, treat, cure or prevent any disease.

[Jack]

Airbnb Yetis.

[Nick]

There is nothing more powerful in life or in business than the Double Dip.

[Jack]

Dip that chip twice and don't end.

[Nick]

It with the ultimate money. Double Dip hosting on Airbnb. Jack's talked so much about being a host, his friends are asking him about it. I'm getting asked about it all the time.

[Jack]

One buddy is about to get married. He has no kids yet. He wants to travel the country, dink style with his new wife. How is he going to pay for it? He's going to list his house on Airbnb.

[Nick]

So, Basties, if you're going on vacation this summer, join the millions who host on Airbnb.

[Jack]

Host your whole space. Host your extra space. Host any space.

[Nick]

The income from putting your home on Airbnb could pay for your whole vacay.

[Jack]

I've been doing it for three different properties now.

[Nick]

Yeah, and it's easy to set booking availability. And then when the booking comes in, Jack, you always say it just shows up in your Google calendar.

[Jack]

And if you're not sure what to price your place at, check Airbnb and look at similar listings. It's very easy.

[Nick]

You can double dip that chip.

[Jack]

Your home might be worth more than you think. Find out how [e-mail] host.

[Nick]

For our first story, secondhand shopping has officially had its mainstream moment.

[Jack]

And Thredup, the online thrift store, is up 600% this year thanks to it.

[Nick]

600%.

[Jack]

But we have to talk about razor resale as a service now.

[Nick]

Yetis, let's check the calendars here. Because the last time Jack and I covered thredup was April 9, 2025, one.

[Jack]

Week after Trump's Liberation Day tariffs. And at the time, we predicted that Thredup would be a trade war winner.

[Nick]

And here's why we said it. Shein controls half of the US Fast fashion market. But the trade war, oh, it basically killed their business model.

[Jack]

Trump closed the tariff loophole that let Sheehan operate duty free to sell cute tops online right to your door.

[Nick]

That cute top had a price pop.

[Jack]

How about Zara and H and M, the fast fashion OGs?

[Nick]

Well, Jack, they're made in Vietnam, Bangladesh, and China. And each of those countries has had a 20 to 30% tariff the last time we checked.

[Jack]

But Thredup, their supply chain, is your closet. Secondhand clothing is tariff proof.

[Nick]

That's right. Industries like consignment are part of the frugal finance trend that we thought would be a boom during the trade war.

[Jack]

And since we said that on April 9, ThredUp stock has more than tripled.

[Nick]

It's up 600% this year. Prada just fell over.

[Jack]

I'm kicking myself for not buying Thredup stock when we covered it on April 9th.

[Nick]

Yeah, yeah, but we're not bragging here. We didn't buy the stock. So it's like we noticed this and then didn't do anything about it.

[Jack]

If one of you did because of our story, let us know in the comments. You're welcome. And send us a Venmo.

[Nick]

It's all part of the Frugal finance, fashion movement.

[Jack]

But then this Tuesday happened when Oakland based Thredup jumped 10% in the stock market to an all time high.

[Nick]

And the reason we discover is one crazy hero stat.

[Jack]

Get this. Capital One research finds that nearly one third of clothing purchases in the US is secondhand.

[Nick]

A third of them thrifting. It's not just a weekend leisure activity for hipsters at the flea market. One sat. Jack, honey, is this stain noticeable?

[Jack]

Okay, resale is one out of three clothing items purchased in America. That's way bigger than I thought.

[Nick]

Now that is most dominated by local thrift stores. But Thredup is the publicly traded stock winner of this.

[Jack]

Every day, Thredup receives, inspects, cleans and puts up for sale a thousand secondhand items that customers send in from their closet.

[Nick]

By the way, little side note here, the five best selling brands to resell on Thredup. What did we discover?

[Jack]

Jack, according to Thredup data, it's Viori, Lululemon, Quince Reformation and cezanne, which is.

[Nick]

4/5 of Molly's and my closet right now.

[Jack]

No, I mean I'm bummed. Thredup doesn't do men's clothing. What are they waiting for? I would totally get in on this.

[Nick]

We have a Quince bag in a Sezane box with the Vuori label on it right now.

[Jack]

Man, Molly could have got him for half off on Thredup. Dude.

[Nick]

Now Basties, if you are Viori, you must be annoyed that Thredup is making money on your second hand clothing that your customers are selling.

[Jack]

But as of this year, Vuori actually has a solution to solve that annoyance.

[Nick]

So Jack, what's the takeaway for our buddies over at Thredup?

[Jack]

It's a new industry that Thredup created, resale as a service.

[Nick]

Raas Yetis, several brands have built their own pre owned businesses. Like BMW has pre owned cars, Levi's has preowned pants. Patagonia has one too.

[Jack]

It's strategic to launch your own secondhand store because you as the brand get to maintain quality control, protect the brand and make a little money on their side.

[Nick]

But it's also expensive to fix, to clean, to schlep, to resell. That is a complicated business right there.

[Jack]

Yeah, fashion brands, generally speaking don't do dry cleaning. But that's what resale is. It's laundering.

[Nick]

Well, in the first quarter, ThredUp launched resale as a service for other companies.

[Jack]

Which has allowed a brand like Athleta to launch their own pre owned website, but without having to get their hands.

[Nick]

Dirty in laundry because it's run by Thredup like Thredup is doing. The cleaning, the fixing, the reselling behind the scenes of those used Athleta leggings.

[Jack]

Yetis, the resale business is tough. Laundry and logistics, that's a low margin business. So Thredup has never turned a quarterly profit yet.

[Nick]

But this RAS business, it could help them get there.

[Jack]

And customers are more likely to trust that secondhand Lululemon if it's approved by Lululemon and serviced by Thredup.

[Nick]

So add it all up, besties, and this is the birth of a whole new industry.

[Jack]

Thredup invented RAAS resale as a service.

[Nick]

For our second story, another awesome earnings report from Palantir. It is now the best 500 stock of last year and this year because.

[Jack]

Of the three Bs of AI, billions, brilliance and beliefs.

[Nick]

Yetis, in order for us to tell you the tale of Palantir, let's go back to 2018, when a big haired guy named Alex Karp made a contrarian bet.

[Jack]

Alex Karp believed that tech should do everything it can to help the US Military.

[Nick]

And now let's sprinkle on some context here. At the time, progressive employees at Google disagreed with that philosophy.

[Jack]

So much so that they forced management to cancel a giant and lucrative contract with the US Military.

[Nick]

But from that point on, this man, Alex Karp, was a committed contrarian, unapologetically pro United States.

[Jack]

And you can see it in Palantir's 2020 IPO paperwork.

[Nick]

The paperwork says our company was founded in Silicon Valley, but we seem to share fewer and fewer of the technology sector's values and commitments.

[Jack]

Those are the words of Alex Karp. He believes he is keeping the country safer by supplying the government with cutting edge intelligence.

[Nick]

And that's why back after 911 he created Palantir, the company with his buddy Peter Thiel.

[Jack]

Never again would US Intelligence fail to connect the dots.

[Nick]

And those many years ago they named this defense company after the magical future seeing orb from Lord of the Rings, AKA a Palantir.

[Jack]

But whether Palantir is on the side of Frodo or Sauron depends on your perspective.

[Nick]

Because the latest reason Palantir is controversial supporting ice. Palantir's intel is currently helping the Trump administration deport people. So it's been controversial.

[Jack]

Either way, Palantir was the best S&P 500 stock of 2024, rising 340% last year.

[Nick]

And Palantir is now on pace to win 2025 as well.

[Jack]

It just announced their first quarter ever hitting a billion dollars of revenue.

[Nick]

We're talking 33 cents of every dollar Palantir makes pure profit.

[Jack]

Puppy revenue surged 48%. And in just the last three months, they closed 157 deals worth at least a million dollars.

[Nick]

Palantir just snagged a $10 billion deal with the U.S. army. That would make the hobbits jealous.

[Jack]

Governments and companies are splurging for Palantir's CIA level intelligence services to help them figure out anything using the Internet and AI.

[Nick]

As Alex Karp would say, carpe diem.

[Jack]

But yetis, at a certain point, even the best company can have a stock that's overpriced.

[Nick]

Because in the last 18 months, the stock of Palantir has 12x'd. But Jack, what about their revenues over that same period?

[Jack]

While the stock has 12x'd, the revenues have only doubled.

[Nick]

So when a stock is growing six times faster than the business is growing, Wall street could actually be a little too excited about Palantir stock right now.

[Jack]

We jumped in T boy style. If you use the price to stock ratio as a measurement for how expensive a stock is, then Palantir is three times more expensive than the number two most expensive stock in the S&P 500.

[Nick]

It's kind of like an Aramae's Birkin bag. Like, the price is high. The question though, is, is the value there?

[Jack]

Is the underlying business worth the incredibly high stock price?

[Nick]

Works for stocks, works for roomy bags. So, Jack, what's the takeaway for our buddies over at Surging Palantir?

[Jack]

To win in artificial intelligence, you need billions of brilliance or beliefs.

[Nick]

We have the Triple Fs for buddies over at ThredUp, but we got the three Bs for Palantir. Here's how this breaks down. Yetis, the battle of AI supremacy is one that Palantir CEO says will define our generation.

[Jack]

Just like when the US raced to invent the atomic bomb before Germany. Alex Karp thinks tech and the government should collaborate.

[Nick]

But here's the key. The company that will win AI is the company that wins recruiting. So here are the three ways we noticed. Big leaders are recruiting in AI.

[Jack]

Zuckerberg is recruiting top AI talent with his billions of dollars.

[Nick]

Elon Musk and Sam Altman are recruiting that talent with their brilliance.

[Jack]

And Alex Karp is recruiting with his beliefs. He even published a New York Times bestselling book this year on his beliefs about technology and collabing with government.

[Nick]

Because the way we see it, to win in AI, you need to recruit. And to recruit, you need either billions, brilliance or beliefs. Now a quick word from our sponsor.

[Jack]

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[Nick]

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[Nick]

Yeah, if you're looking for a break from business news, this would be it. Narrated by Philip Basu, the incredible voice of Angelica from Hamilton and her real life husband. It sounds as beautiful as the Hamptons of Canada looks.

[Jack]

So listen to Rich Girl Summer now on audible. Go to audible.com richgirlsommar@&t business Yetis Starting your own business.

[Nick]

It ain't easy. When we first got our daily newsletter off the ground that led to this podcast a decade ago, we definitely did not get everything right.

[Jack]

Remember, we initially bummed WI fi off of hotel lobbies.

[Nick]

Classic move.

[Jack]

And then the concierge kicked us out. So coffee shop free Wi fi became our godsend.

[Nick]

Another latte shout out to all the.

[Jack]

Small business cafe owners. Your wi fi is the real hero.

[Nick]

What's the code to the bathroom again? Honestly, if we could do it all over, we would probably invest in our own less bootleggy Internet.

[Jack]

If you need to connect your small business, you need AT&T business. They make connecting easy. Actually they make so many things easy.

[Nick]

Which is the main thing you want in a provider. Less time stressing, more time for you to work on your business.

[Jack]

And yetis, there's never enough time.

[Nick]

So start a business, live your dream and wake up to the power of ATT business business.att.com for our third and final story, the Savannah Bananas are selling out stadiums and disrupting the pros with a new form of baseball, banana ball.

[Jack]

They tore down baseball and rebuilt it from scratch even though it doesn't scale.

[Nick]

Now if Jack's dad, Big Ted is listening right now, trigger warning. You're gonna want to put on earmuffs.

[Jack]

Actually turn off the podcast and go find like turn your dial to 6:60am radio and listen to Mike and the Mad Dog.

[Nick]

Now to everyone else listening, imagine a baseball game where the batter is breakdancing, the pitcher is singing and the catcher is cabaret ing a weight on stilts.

[Jack]

That would the Savannah Bananas it's the.

[Nick]

Harlem Globetrotters meets Broadway musical. With the business model of the circus.

[Jack]

It'S basically Cirque du World Series.

[Nick]

One second, Jack. The umpire just paused the game to play musical chairs in left field.

[Jack]

This is a traveling baseball show founded by a husband and wife, Jesse and Emily Cole, during the pandemic.

[Nick]

And now they've got 11 million followers on TikTok, which by comparison is 3 million more than Major League Baseball.

[Jack]

And it's not just likes and follows that this company has generated. The Savannah Bananas have revenues and profits too.

[Nick]

They've already played the sellout crowds at Fenway and 80,000 people at Clemson's football stadium.

[Jack]

And this September, the Savannah Bananas will do what the Yankees usually don't. They will sell out Yankee Stadium two nights in a row.

[Nick]

Now, even if you don't respect the shortstop doing the Macarena, you cannot deny these numbers.

[Jack]

And Major League Baseball either loves the attention that the Bananas are bringing to the game or is very self conscious about this whole thing.

[Nick]

But besties. What Jack and I found fascinating here is that the Savannah Banana's business strategy would make Billy Bean blush.

[Jack]

They've achieved all their growth without any paid advertising.

[Nick]

Basically, they sat down and dissected the sport of baseball at each pain point. And then they found a solution that be considered entertaining.

[Jack]

The principle is instead of doing what the players and owners need, do what the fans actually want.

[Nick]

Yeah, the paying customers. And the result is something called banana ball.

[Jack]

For example, each game is capped at two hours. It will not go beyond that.

[Nick]

There's actually a countdown clock because the kids in the stands have a bedtime.

[Jack]

Here's another one. If a foul ball is caught by a fan, that counts as an out.

[Nick]

So an 8 year old fan is literally part of the game.

[Jack]

They also open the stadium two years early to do autographs before the game, not after.

[Nick]

So there's no waiting for the parents out there.

[Jack]

And games are only on Thursday through.

[Nick]

Sunday, which means fewer school night issues and fewer arguments between families.

[Jack]

But the most fan friendly element of this team is actually the one that my dad would love. Every ticket for a home game of the Savannah Bananas includes free food, all.

[Nick]

You can eat, Cokes, hot dogs, burgers, chicken, sandos, cookies. It's paid for by the team.

[Jack]

Alcohol and ice cream you still have to pay for, but my dad is fine with that.

[Nick]

And that probably pays for all the hot dogs. Jack.

[Jack]

So how have the Savannah Bananas won so much love? It's those moves we just mentioned.

[Nick]

It's word of mouth, growth that has been their powerful growth driver.

[Jack]

And of course, the TikTok virality has helped too.

[Nick]

The Savannah Bananas don't have tryouts, they have rehearsals.

[Jack]

They're literally called rehearsals.

[Nick]

Dancing and silliness is core to the job, but the players are potential MLBers. It's still quality ball you're watching.

[Jack]

I think they're just short of mlb, but they are good baseball players. You're right now, besties.

[Nick]

This strategy is wrong if you're a baseball purist, but it's right if you're a disruptor.

[Jack]

Great products have tension. For the Savannah Bananas, the tension is being unserious while playing serious baseball.

[Nick]

By the way, Jack, do you know how they got the name Savannah Bananas?

[Jack]

Well, they're based in Savannah and it rhymes with banana. What do you think?

[Nick]

Oh, that's good. Basically, the founder said he just tried to think of the stupidest name he could think of and then they were down to like $0. So we spent it all on the logo because he said this is a marketing business. It has to look legit and have a stupid name.

[Jack]

Although I don't think UC Santa Cruz Banana Slugs is thrilled about their banana monopoly in sports being taken over.

[Nick]

It's encroaching on the dumb name idea. Jack, what's the takeaway for our buddies over at the Savannah Bananas?

[Jack]

Do things that don't scale in order to scale.

[Nick]

Yetis, Jesse and Emily own 100% of the bananas business and they've said they'll never take on another investor or sell the company.

[Jack]

They also said they weren't inspired by baseball. They were inspired by snl, wwe, Taylor Swift, and Disney.

[Nick]

And one theme we've noticed from their profit puppy of entertainment is that they do the things that don't scale.

[Jack]

When they were just beginning, they would call on the phone everyone who bought a ticket and personally thank them for doing so.

[Nick]

They don't just do a shout out for a birthday on the Jumbotron. They spend hours preparing elaborate skits to do that birthday shout out at the game.

[Jack]

And they don't use Ticketmaster, even though that'd be way more scalable. They sell tickets themselves to make sure fans don't pay fees.

[Nick]

If the Bananas had venture capital investors, they'd be yelling at Jesse and Emily that those ideas aren't scalable.

[Jack]

And yet they have scaled to fill entire NFL football stadiums. We estimate they're on pace to do 100 million in revenue this year.

[Nick]

Besties. The bananas are a reminder that you don't have to build for scale. You can build for delight. Jack, could you whip up the takeaways for us for ceviche Wednesday?

[Jack]

Thredup Stock is up 600% this year because of frugal friendly finance. And it's winning the trade war.

[Nick]

And because of RAs resale as a service, that is a brand new industry.

[Jack]

For our second story, Palantir stock has 12x'd in the last 18 months as it's been crowned an early winner of artificial intelligence.

[Nick]

But to recruit in AI, you need billions. You need brilliance or you need beliefs.

[Jack]

And our third and final story is the Savannah Bananas. They're disrupting baseball. Purists hate it, but man, is it entertaining.

[Nick]

Earmuffs, big cat, earmuffs.

[Jack]

The lesson here, they're doing things that don't scale in order to scale.

[Nick]

But yetis.

[Jack]

This pod's not over yet. Here's what else you need to know today.

[Nick]

First, NASA wants to build a nuclear reactor on the moon by 2029.

[Jack]

The space agency plans to land a small nuclear reactor on the surface of the of the moon to power stuff up there.

[Nick]

Yeah, they're actually accepting proposals right now. So, like, if you have blueprints or a plan or you got a buddy who's like deep into the nukes, this is your opportunity.

[Jack]

If we build Moontown City.

[Nick]

Moon.

[Jack]

Yeah, I was gonna say USA. While the TVs there will run on nuclear power.

[Nick]

And second, Snapchat announced earnings that caused the stock to fall 15% yesterday.

[Jack]

One reason for the decline sounded like an excuse. They blamed the timing of Ramadan.

[Nick]

When you're blaming holidays, not a good look to the analyst.

[Jack]

Now, Evan Spiegel controls 50% of the voting shares of the company. So he's in charge of what happens at Snapchat.

[Nick]

And he is still committed to Snapchat spectacles. He believes Snap will have the computing gadget of the future.

[Jack]

And finally, a big update on the alumni of the HBO TV show Succession.

[Nick]

Okay, guess who's doing the voice of Voldemort for the new full cast Harry.

[Jack]

Potter audiobook, Tom Wambsgans.

[Nick]

Yeah, Tom's doing it. He's gonna be picking on Greg like he's a little Slytherin.

[Jack]

And guess who's gonna play Mark Zuckerberg in the Social Network sequel done by Aaron Sorkin.

[Nick]

Kendall Roy is the lead contender. Right now.

[Jack]

It's like the PayPal mafia. Those who were on the show Succession, it was a launchpad for their acting careers.

[Nick]

But I think we can all agree, Jack, that cousin Greg was a Hufflepuff. Just feels like A Hufflepuff kind of a guy. Now time for the best fact yet. This one. A question sent in by a yeti named Noah Whittler. Jack, what's the cue?

[Jack]

Noah has a senior grad goal of having a million dollars. So he asked Nick and me, what is one thing as a teenager we wish we knew about investing?

[Nick]

One piece of advice Jack and I may have. If you're a teenager getting into investing.

[Jack]

Everyone says a dollar saved is a dollar earned. We don't think so. A dollar saved is a dollar invested. And money invested in the stock market has doubled every seven years for the last 100 years.

[Nick]

You have to wait for things to grow. But money in the stock market does grow faster than you realize.

[Jack]

After seven years, your money has doubled. After 14 years, it's quadrupled. After 21 years, your money has octupled. And after 28 years, Nick, your money is 16 times bigger than when it began in the stock market.

[Nick]

And now there's no guarantee that future result happens. But that has been the traditional result in the past.

[Jack]

Everyone's trying to sell a get rich quick scheme. We think you have a much better chance of getting rich slow.

[Nick]

And yeah, we don't care what the lawyers say. That is financial advice. Yetis, you look fantastic today. And if you're gonna be having, I don't know, a Hershey's chocolate wedding anytime soon, yeah, you can DM us. Jack and I will RSVP yes.

[Jack]

It's still on our bucket list to attend a yeti wedding.

[Nick]

Yeah, it is. It is.

[Jack]

And if the theme of the wedding is based on this podcast, I want in on that throuple.

[Nick]

Hold the mail. Hold the mail. Besties, tell a buddy today Hyh tvoi that that is how we grow the show.

[Jack]

Have you had the best one yet?

[Nick]

If you know, you know. And before we go, a shout out to YETI Zayd Aboufaled over in Amman, Jordan, who has been listening to our show for seven years, since the very first market stacks. Thank you, Zaid.

[Jack]

Happy birthday to Dil Nguyen down in New Orleans, who also just started a coffee business.

[Nick]

We'll take a half calf. Half calf. And Gary Kleiman over in Livingston, New Jersey. Happy birthday. Celebrate the wins.

[Jack]

Happy 10th birthday to Adrian Chuparin in.

[Nick]

Gaitersburg, Maryland, and Shaheel and Julie Patel over in Brooklyn. Congratulations on the best anniversary yet.

[Jack]

And to anyone else who celebrates something today, make it a T, boy.

[Nick]

Celebrate the wins.

[Jack]

This is Jack. I own stock stock of Disney. Nick owns stock of Lululemon. And we both own ETFs of the S&P 500. If you like the best one yet, you can listen ad free right now by joining Wondery plus and the Wondery app or on Apple Podcasts.

[Nick]

Prime members can listen ad free on Amazon Music. And before you go, tell us a.

[Jack]

Little bit about yourself by filling out a short [e-mail] survey we want to.

[Nick]

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