🏄 “It’s The New Golf” — Surfing’s wave pool surge. The Infinite Workday. Disney’s Amazon ad collab.

Summary

Podcast Summary: "🏄 It’s The New Golf"

Released on June 23, 2025, "The Best One Yet" hosted by Jack Crivici-Kramer and Nick Martell from Nick & Jack Studios delivers a dynamic 20-minute dive into the latest in pop business news. In this episode, titled "🏄 It’s The New Golf," Jack and Nick explore the surge of surfing's wave pools, the phenomenon of the infinite workday, and Disney’s strategic advertising collaboration with Amazon and Roku. The hosts interweave insightful analysis with engaging anecdotes, enriched by memorable quotes from their conversation.

---

1. Microsoft Data Reveals the Infinite Workday

(00:33 - 09:30)

Jack and Nick kick off the episode with compelling insights from Microsoft's latest data on workplace productivity. They reveal that the average office worker is inundated with 117 emails and 153 messages daily, contributing to what they term the "infinite workday."

Key Points:

• Email Overload: Workers spend approximately two hours each day managing emails, with many being brief interactions lasting less than a minute each.

  Nick (06:19): "That's as long as a book."

• Message Surge: Non-email communications, particularly through platforms like Microsoft Teams, are relentless, with some workers receiving 153 messages a day. This constant barrage hampers deep focus and productivity.

  Jack (07:02): "But Yetis, here's what you, Jack and I found fascinating about this story."

• Meeting Madness: Ad hoc and surprise meetings are on the rise, often interrupting workflows with an average of just two minutes between interruptions.

  Nick (08:03): "A white collar worker in this country can't go two minutes without an email, a message, or a spontaneous meeting."

Solutions Proposed:

• Flow State Optimization: Jack and Nick advocate for establishing "flow states"—45 to 90 minutes of uninterrupted focus. They recommend:

  • Time-Boxing Emails: Limiting email checks to specific times, such as morning and afternoon sessions.
  • Dedicated Focus Periods: Allocating chunks of time free from messages and meetings to enhance productivity.

  Nick (08:25): "Your flow state is your growth state."

• Practical Tips: Turning off notifications and setting boundaries to minimize distractions, allowing for sustained periods of creative and focused work.

  Jack (09:04): "So how do you enter a flow state?"

---

2. Disney’s Advertising Revolution with Amazon and Roku

(09:50 - 13:18)

The second segment delves into the transformative collaboration between Disney, Amazon, and Roku, reshaping the landscape of targeted advertising on streaming platforms.

Key Points:

• Personalized Advertising: Amazon's integration of shopper data with Disney and Roku will enable hyper-targeted ads, mirroring the precision seen on platforms like Instagram.

  Nick (11:08): "Amazon partnered in the last week with Disney and Roku and it's gonna give."

• Relevance and Profitability: Ads will be tailored based on individual shopping habits, enhancing relevancy and increasing profitability for advertisers.

  Jack (12:04): "You'll only see ads on streaming TV that will be relevant to you based on what you've shopped for on Amazon."

• Amazon’s Evolving Role: Beyond being the "everything store," Amazon is positioning itself as a pivotal player in the advertising sector, generating substantial revenue and influencing consumer behavior.

  Nick (13:12): "Sebasties. You thought Amazon was a $2 trillion e-commerce company, but you know what? It's not."

Industry Impact:

• Advertising Agencies: This shift challenges traditional ad agencies, as brands can now create and deploy ads directly using Amazon's advanced AI capabilities.

  Jack (10:34): "His goal is to let brands create ads entirely using artificial intelligence."

• Revenue Growth: Advertising through Amazon's platform now rivals major industries, with revenue surpassing that of companies like Nike and Goldman Sachs.

  Nick (13:02): "That's more than Nike does. Uber or Goldman Sachs brings in revenue."

---

3. Surf Pools: The New Frontier in Real Estate

(15:23 - 20:54)

In the final story, Jack and Nick explore the burgeoning trend of surf pools in real estate development, likening their rise to that of golf courses in the past.

Key Points:

• Wave Pool Innovation: Modern wave pools, such as those in Abu Dhabi, offer consistent, customizable waves, making surfing accessible year-round without the unpredictability of natural oceans.

  Nick (16:22): "Surf pools? 80 million gallon pools with custom wave machines."

• Economic Viability: Despite the high installation costs of $80 million per pool, the business model mirrors that of golf courses—integrating wave pools with luxury housing developments to offset expenses.

  Jack (19:28): "Because investors are applying the same business model of a golf development to surfing yetis."

• Growth Projections: With only 35 wave pools currently worldwide, the number is rapidly increasing, supported by significant venture capital investments and ongoing developments.

  Jenny (18:01): "Venture capital is flooding planet Earth with fake surf lakes."

• Repeat Visitors: A key metric driving investment is that 70% of visitors return to surf pools, indicating strong customer loyalty and sustainable revenue streams.

  Nick (18:17): "That 70% of visitors to these wave pools come back to surf a second time."

Cultural Acceptance:

• Professional Endorsement: Esteemed surfers like Kelly Slater have endorsed wave pools, integrating them into professional surfing circuits and enhancing their legitimacy within the sport.

  Jack (17:31): "Kelly Slater has embraced wave pools."

• Investment Appeal: The replication of the golf course success model, where wave pools are central to high-end resort communities, ensures continued growth and mainstream acceptance.

  Nick (19:39): "Here was the idea. You pay $20 million for the course by selling 50 homes around the course at $1 million each."

---

Additional Highlights:

• Jeff Bezos' Fantastical Wedding Vows: (01:55 - 03:07) Jack and Nick humorously share a leaked version of Jeff Bezos' wedding vows, blending business jargon with personal commitment statements for comedic effect.

  Nick (02:13): "I solemnly swear to love you in sickness and in telehealth, in bull markets and in bear, in rocket launches and regulatory hearings."

• Flow State as Productivity Weapon: The hosts emphasize the importance of achieving flow states to counteract the distractions of modern work life, illustrating their points with examples from their own podcast recording process.

  Nick (08:37): "Yeah, it's really more than focus. It's when your brain actually feels an ecstasy being ensconced in that one purposeful thing."

---

Conclusion:

In this episode of "The Best One Yet," Jack and Nick adeptly navigate through significant business trends affecting modern life. From combating the infinite workday with strategic focus techniques to revolutionizing advertising with data-driven partnerships, and finally, redefining real estate with innovative surf pools, the hosts provide listeners with actionable insights and engaging narratives. Their blend of humor, expertise, and relatable anecdotes ensures that even complex topics are accessible and enjoyable for their audience.

Notable Quotes:

• Nick (08:25): "Your flow state is your growth state."
• Jack (12:04): "You'll only see ads on streaming TV that will be relevant to you based on what you've shopped for on Amazon."
• Nick (18:17): "That 70% of visitors to these wave pools come back to surf a second time."

---

Stay tuned to "The Best One Yet" for more insightful discussions and the latest in pop business news, perfectly paired with your morning routine.

Transcript

[Nick]

This is Nick.

[Jack]

This is Jack.

[Nick]

Welcome back. It is Monday, June 23, and today's pod is the best one yet. And this is a T boy.

[Jack]

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

[Nick]

By the way, Jack, celebrate the wins. How about that interview with the Reddit CEO last week?

[Jack]

It was pretty awesome. Sophisticated guy.

[Nick]

I know. My favorite part was how he applied ballroom dancing to running a $20 billion.

[Jack]

Tech company and how he's never made a LinkedIn post in his whole life.

[Nick]

He's on the record for it. But, Jack, three fantastic stories for today's Joe, what do we got on the T boy?

[Jack]

For our first story, Microsoft data just revealed that the typical office worker gets 117 emails and 153 messages every day.

[Nick]

It's resulted in the infinite workday. But Jack and I have a solution, and it's called flow.

[Jack]

For our second story, Disney just hooked up with Amazon on advertising.

[Nick]

That's right, TV ads are about to feel as targeted as your Instagram.

[Jack]

And our third and final story is the hot new trend in real estate. Surfing.

[Nick]

Surfing.

[Jack]

Specifically, gigantic wave pools that create the perfect wave every time.

[Nick]

So Jack and I are calling it now. The surf pool is the new golf course.

[Jack]

But yetis, before we hit that wonderful.

[Nick]

Mix of stories, what a fantastic mix of stories. To kick off the week, the hottest.

[Jack]

Ticket of the century is the Bezos wedding, which starts either tomorrow or on Friday.

[Nick]

Yeah, this happens to be the most closely held secret outside of the nuclear codes.

[Jack]

But for 72 hours, the world's second richest man is gonna host the most expensive wedding of all.

[Nick]

Amazon founder Jeff Bezos and Lauren Sanchez, his fiance, getting married in Venice on a yacht.

[Jack]

They could have waited a week until Prime Day, Nick.

[Nick]

I mean, Jeff, you would have saved 30% on those votives.

[Jack]

Now, unfortunately, Nick and I had to RSVP no. True, because we're busy recording this pod.

[Nick]

Yes, we are. But here's the big news.

[Jack]

We just snagged leaked, secret copy of Jeff Bezos wedding vows, and we will.

[Nick]

Reveal them right now, right here on this show.

[Jack]

Nick, kick it off.

[Nick]

All right, here we go.

[Jack]

Jeff.

[Nick]

Jeff Bezos, his wedding vows. Lauren. I, Jeff Bezos, take you to be my customer for life.

[Jack]

I solemnly swear to love you in sickness and in telehealth, in bull markets and in bear, in rocket launches and regulatory hearings.

[Nick]

I promise to cherish you with five layers of unnecessary cardboard.

[Jack]

I promise to be your rock because AI can't disrupt rocks. Alexa.

[Nick]

I mean, Lauren. I promise to spoil you with two days of free emotional support.

[Jack]

Unless there's a storm in Memphis, in which case four days.

[Nick]

I will stand by your side every season of the year. Spring, summer, fall and the Q4 holiday push.

[Jack]

And I'll never leave you lost in the supplements aisle at Whole Foods.

[Nick]

Because I don't just love you, Lauren. I subscribe to you.

[Jack]

We go together like supply and demand.

[Nick]

You fulfill and center my heart.

[Jack]

You are the auto renew to my prime.

[Nick]

You are my sun, my stars, my cloud compute.

[Jack]

And no one can break us up, not even the ftc.

[Nick]

So Lauren, you'll never have to read the fine print because I already clicked.

[Jack]

Accept all to love and to cherish until churn to its heart.

[Nick]

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 Liz if you know, you know. Cause we read to go we can't wait no more so just start the show Show Start the show Start the show. First, a quick word from our sponsor.

[Jack]

IBM yet.

[Nick]

He's bigger. Isn't always better. Especially with AI. Super sized models can drain your budget fast.

[Jack]

Smaller ones are smart and can help cut AI costs by up to 90%. So right size your [e-mail] the AI built for business. IBM Monarch money.

[Nick]

All right, Jack, can I tell you about my smh?

[Jack]

What is that?

[Nick]

It stands for my stupid money habit. You ready for this? I just realized I spent $412 last month on taxis.

[Jack]

Nick, that's a car payment. I know.

[Nick]

I could have probably just bought another car at this point.

[Jack]

Now Nick only realized how much he spent on Uber's lifts and yellow cabs. Thanks to Monarch Money.

[Nick]

Monarch. It isn't just a budgeting app. It is like a personal cfo.

[Jack]

Now I'm using Monarch Money too. My favorite.

[Nick]

Yes, Jack.

[Jack]

I've actually retired my net worth spreadsheet. Seriously?

[Nick]

Really?

[Jack]

Because I have every single financial account I own linked to Monarch Money.

[Nick]

You can immediately see your net worth because Monarch Money refreshes all your account balances instantly.

[Jack]

So to help you track and build your net worth, Monarch Money is offering 50% off your first year for listeners of this pod.

[Nick]

And it's not just us. Over a million households already use Monarch Money.

[Jack]

The Wall Street Journal already named it the best budgeting app of 2025. Yeah, we're not even Halfway through the year.

[Nick]

No, we're not. And I think I just spent 10 more dollars on a taxi. Get control of your overall finances with Monarch Money.

[Jack]

Even though Nick apparently can't use code.

[Nick]

T [e-mail] in your browser for half off your first year.

[Jack]

That's 50% off your first year. If you go to monarchmoney.com and use code t boy.

[Nick]

For our first story, Microsoft data just revealed that we're all working the infinite workday.

[Jack]

You will be shocked how much time you actually spend on emails, messages and meetings.

[Nick]

Yep.

[Jack]

But we have a solution for the infinite workday Now.

[Nick]

Yetis, Jack and I have noticed that your email signature actually says a lot about you. Right, Jack?

[Jack]

Best wishes, regards. Or you just like dash and then your initials, which is a power move.

[Nick]

Lowercase initials. That's a flex right there.

[Jack]

That's like presidential candidates ray off emails like that.

[Nick]

If you're doing that, then you're making 12 figures. So Microsoft happens to know all about your work email because Office and Teams, their software that they own covers 320 million monthly active users.

[Jack]

So the Office and Teams user base is a proxy for the American worker.

[Nick]

And Microsoft just shared anonymized data that'll make you want to spit out your green tea at the water cooler.

[Jack]

Get this. The Average worker gets 117 work emails per day.

[Nick]

That's as long as a book.

[Jack]

The average worker spends less than 60 seconds on each of those emails. But that's still two hours a day. Just going through your email, Jack, that's.

[Nick]

As long as a movie.

[Jack]

Sorry, just going through your work emails because you have personal emails you gotta do when you get home.

[Nick]

And Jack, I don't want to point anyone out here, Carol, but the worst offender happens to be mass emails.

[Jack]

That's right. Emails with 20 or more recipients are up 7% from last year, according to Microsoft data.

[Nick]

20 people needed to skim through the 17 replies. It's like an epic time suck organizing the cupcake party you're not even going to.

[Jack]

So you're spending a quarter of your day just answering emails to a bunch of CCs you don't even know.

[Nick]

But Yetis, here's what you, Jack and I found fascinating about this story. What makes your workday infinite is the non email messages.

[Jack]

Because they're 24, 7, they're relentless.

[Nick]

For example, if you're using Microsoft Teams, you get 153 messages per a day.

[Jack]

Some are just emojis, most aren't.

[Nick]

And you of course get that one message you Spend an hour trying to interpret. Is she angry at me? Is she not? What is my boss thinking?

[Jack]

But it's not just emails and messages. Meetings are up too. Specifically the ad hoc meetings.

[Nick]

We're talking orando meetings. Flash forums, pop up, powwows. They've all hit all time highs.

[Jack]

According to this Microsoft data set, over half of meetings are surprise meetings. Yes, they booked the last minute. They were not on your calendar.

[Nick]

I mean, Jack, you're in the middle of a TPS report, but then Frank from finance taps you on the shoulder. Hey, I got us a room. Great. Thanks, Frank.

[Jack]

Which leads to the biggest hero stat of all. It's the smallest number, but the most impactful one.

[Nick]

The average worker gets just two minutes before they're interrupted. Two minutes.

[Jack]

A white collar worker in this country can't go two minutes without an email, a message, or a spontaneous meeting.

[Nick]

Now besties, when we heard that, that stat is the most damaging. But Jack and I have got a solution. So Jack, could you please bcc us and tell us what's the takeaway for our buddies who are everyone working in America?

[Jack]

Your flow state is your grow state.

[Nick]

Your flow state is your growth state. Yeti's flow is a scientifically proven 45 to 90 minutes of uninterrupted focus on one task.

[Jack]

And it's the most powerful productivity weapon against distractions.

[Nick]

Yeah, it's really more than focus. It's when your brain actually feels an ecstasy being ensconced in that one purposeful thing.

[Jack]

If you're in the flow, you lose track of time.

[Nick]

You do.

[Jack]

You feel like you're part of something bigger and you actually enjoy the work that you're doing.

[Nick]

For example, when we're recording this pod, like right now, there are no interruptions, no other people in the room. The studio is locked. Jack and I are in a flow state.

[Jack]

We actually call it the dance. When Nick and I are like really in sync with each other, it feels like a dance.

[Nick]

A step, B step. A step, B step.

[Jack]

So how do you enter a flow state? First, you should time box your emails. Go through them in the morning, go through them in the afternoon. That's it. Don't let your inbox run your life.

[Nick]

But then dedicate 45 to 90 minute chunks in the middle of the day for no messages, no meetings and no emails.

[Jack]

You'll notice when you turn off your notifications, there are very few emergencies at work that you need to be distracted from.

[Nick]

If someone really needs you, which is rare, they'll come find you or they'll Give you a call on your phone.

[Jack]

And when you enter that uninterrupted state of flow, your work becomes art.

[Nick]

For our second story, Amazon is ending those annoying pharmaceutical commercials on TV that 100% don't apply to you.

[Jack]

The personalized ads you see on Instagram, they're coming to streaming too.

[Nick]

Now, Yetis, if you've ever watched Mad Men, then you've seen the importance of good old fashioned wining and dining of clients.

[Jack]

Well, the whole ad industry is pulling a Don Draper right now in Cannes. They're not being disrupted.

[Nick]

We're talking Cannes Lion Creativity Festival. The dream business trip for everyone in advertising and media.

[Jack]

The entire point of the Cannes Festival is to cabernet and partay with some loose LinkedIn connections.

[Nick]

You know what they say, Jack? Fear nothing, expense everything.

[Jack]

Meanwhile, Zuckerberg's new goal is to make ad agencies obsolete.

[Nick]

He's disrupting the ad companies that are partnering up with some pinot over in Cannes.

[Jack]

His goal is to let brands create ads entirely using artificial intelligence.

[Nick]

Now, Yeti's full disclosure, Jack and I could not make it to Southern France this year. We're recording this podcast right now.

[Jack]

But the highlight of the can festival has gotta be Amazon.

[Nick]

Totally, Jack. Because Amazon is walking away with our Palme d' Or.

[Jack]

Here's what Nick and I realized. Amazon is now an arms dealer in advertising.

[Nick]

Yes, it is.

[Jack]

And they're selling the good stuff.

[Nick]

Oh yes they are. Specifically, Amazon will now help other video streamers target their ads instead of wasting them on everyone.

[Jack]

Yeah, here's the news. Amazon partnered in the last week with Disney and Roku and it's gonna give.

[Nick]

Mickey Mouse Amazon shopper data in order to target you with ads on tv.

[Jack]

Because we've all been there, we're watching a show and we get interrupted by a 30 second pharmaceutical commercial targeting like 80 year olds. This isn't for me.

[Nick]

Yeah, you're like, I don't need thytastrosol. Is that my grandpa in this? Instead, what would we see starting with this new partnership?

[Jack]

With this new partnership, you'll now be watching and or on Disney and you'll see an ad for an espresso machine.

[Nick]

And why would you see an espresso ad, Jack?

[Jack]

Because you're ordering oat milk coffee creamer every month on Amazon Besties.

[Nick]

We just have to emphasize how big a deal this is. Like if you're watching Roku, you would start seeing an ad for a bathing suit. And why is that, Jack?

[Jack]

Because you buy pool chlorine every month on Amazon.

[Nick]

This is A monumental shift in the entire TV watching industry.

[Jack]

You'll only see ads on streaming TV that will be relevant to you based on what you've shopped for on Amazon.

[Nick]

And those ads are so profitable for Amazon, you can lick them like a lollipop. Sorry, sorry, sorry. I said the L word. My bad.

[Jack]

I expect our editor to bleep it actually, so don't worry about it.

[Nick]

So, Jack, what's the dang away for our buddies over in advertising?

[Jack]

Amazon is not an e commerce site. It's an invisible arms dealer of mass consumption.

[Nick]

Yetis, ask Alexa what Amazon is known for and she'll say the everything store. Buy anything online.

[Jack]

It's wild. But that's not at all what Amazon makes money on anymore.

[Nick]

No, it's not.

[Jack]

It really makes money power, empowering other companies behind the scenes.

[Nick]

Like you probably know about Amazon Web Services, their profit puppy, the cloud computing service that every company with a website uses.

[Jack]

But now advertising is the clear number too.

[Nick]

Yes, it is.

[Jack]

They bring in $60 billion of revenue a year in advertising to sprinkle on more context.

[Nick]

That's more than Nike does. Uber or Goldman Sachs brings in in revenue.

[Jack]

And now Amazon is invisibly helping brands advertise on Disney and Roku with your shopping data.

[Nick]

Sebasties. You thought Amazon was a $2 trillion e commerce company, but you know what? It's not.

[Jack]

Amazon is the invisible arms dealer. It's selling digital weapons of mass consumption.

[Nick]

Now a quick word from our sponsor.

[Jack]

The best one yet is sponsored by BetterHelp.

[Nick]

All right, Jack, let me set the scene for you. My birthday dinner. We did a pizza party. I rented out a whole spot called the Dough Room in San Francisco. You mess with the pizza dough while you make it.

[Jack]

I know. And then what comes next is the most San Francisco thing ever. Basically group therapy over dinner.

[Nick]

So all three people on my side of the table were in therapy and all of us were talking about each other's therapy. You know, like one person was saying how their therapist helped them through a co worker battle. Another was talking about like the future of fatherhood with their therapist. They were stressed about becoming a dad.

[Jack]

It's not just San Francisco. Society's views on therapy have changed across the world. True. It's evolved to the point where you had a birthday dinner, learning from each other's therapy sessions.

[Nick]

Well, BetterHelp is an easy way to to take that leap and find the therapist for you.

[Jack]

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[Nick]

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[Jack]

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[Nick]

Our listeners get 10% off their first month at betterhelp.com tboy that's BetterHelp.

[Jack]

H-E-L-P.com tboy this podcast is sponsored by Northwestern Mutual.

[Nick]

Yet he's Lots of financial companies want to talk to you, but Northwestern Mutual wants to listen to you.

[Jack]

Some companies say they have all the answers, but Northwestern Mutual has better questions.

[Nick]

Yeah, the financial pros, they are going to ask you questions about your financial situation that honestly, you never asked yourself a big one.

[Jack]

What's your ideal retirement? It's half therapy session, half financial conversation, half therapy session.

[Nick]

Because that's how Northwestern Mutual designs a strategy that'll be uniquely yours. So come lie down on the couch. Find a better way to [e-mail] that's.

[Jack]

Nm.Com the Northwestern Mutual Life Insurance Company, Milwaukee, Wisconsin.

[Nick]

For our third and final story, the newest trend in real estate is surf pools. Giant wave machines for big time surfing.

[Jack]

The number of wave pools in the world is tripling right now because they borrowed the perfect business model and they.

[Nick]

Borrowed it from golf. But Jack, let's talk 20, 25 World Surfing Championships, baby. These things just kicked off over in Hawaii. I could only get up on the board like once out of everybody, 46 tries, but I'm still watching.

[Jack]

Man, I'm picturing Surf's Up. The delightful movie Wilder loves right now about penguins surfing.

[Nick]

An instant classic. Well, the World Surf Championships involve pina coladas, poke and plenty of half pipes, baby.

[Jack]

But guess what? There was a bummer two day weather delay. Yeah, so you had to wait three days to see the winner catch one wave off of Oahu.

[Nick]

Oh, and the next stop on the surf tour, it's one second, Jack.

[Jack]

Abu Dhabi. Are they surfing in the desert?

[Nick]

Wait, wait. The next stop on the surf tour is in the middle of the desert? In the Middle East. Is this like San.

[Jack]

And in surf, Abu Dhabi's on the Gulf. But they don't have waves big enough for surfing.

[Nick]

So yetis Jack and I got curious what's going on and this is possible because of surf pools.

[Jack]

Surf pools? 80 million gallon pools with custom wave machines.

[Nick]

From barrel waves to tube waves.

[Jack]

Now, I thought I'd seen a wave pool before, but I haven't. No, because these things create waves 1,000ft long that last 60 seconds before crashing onto the shore.

[Nick]

Six surfers can surf at once right on the same wave spot.

[Jack]

And the best part, A new perfect wave is created every three minutes.

[Nick]

You get eight months of surfing in one day, Jack. This is Waikiki on demand, baby.

[Jack]

It's a wave without the wait. It's basically a surf treadmill.

[Nick]

And the business is booming because millennials hate waiting for things.

[Jack]

This is the biggest moment in surfing since Patrick Swayze went Point Break Keanu. Are there any other surf movies we're gonna wrap in this episode?

[Nick]

I'm all out, Jack. I washed out. But yet he's here. Is Jack's and my surprise. The wave pool. It is the antithesis of surf culture, right?

[Jack]

Man, The Beach Boys aren't writing a song about this.

[Nick]

No. And yet the wave pool has been fully accepted by the professional surfer community.

[Jack]

Get this. Kelly Slater has embraced wave pools.

[Nick]

That's right. The most famous surfer on Earth is an early investor in these wave pools.

[Jack]

Now, wave pools are expensive. We should point out they're $80 million to install, okay?

[Nick]

That huge upfront capital expense is why There are just 35 wave pools in the world right now.

[Jack]

So right now, the wave pool is rare. It's like the sphere.

[Nick]

Yes.

[Jack]

You might never see one in your whole life.

[Nick]

But, Jack, based on the numbers we're seeing, not for long, right?

[Jack]

Man, nine new wave pools are being opened this year. And 75 are in development worldwide.

[Nick]

Those numbers mean that the wave pools are tripling out of nowhere, man.

[Jack]

Venture capital is flooding planet Earth with fake surf lakes. Even Adam Newman has invested.

[Nick]

But, Jack, what is the key number that investors love about the whole wave pool concept?

[Jack]

70% of visitors to these wave pools come back to surf a second time.

[Nick]

That's right. You return to the wave pool, you are a repeat rabbit, as we call it.

[Jack]

And a lot of families visit wave pools for their vacations, Right?

[Nick]

Because you go to one location and an expert can surf the waves. And a beginner can surf the waves.

[Jack]

The ocean doesn't offer that kind of choice.

[Nick]

No, no, no, no, it doesn't. But, Jack, I gotta pause the pod for a sec. Again. $80 million cost per a pool. That is like a wipeout number right there.

[Jack]

Cowabunga situation.

[Nick]

You need cowabunga cash now.

[Jack]

Abu Dhabi is building one in the desert because it's a royal kingdom with oil money.

[Nick]

But, Jack, what about the other 74 wave pools in development right now?

[Jack]

They've got a different business model.

[Nick]

Yes, they do. So, Jack, what's the takeaway for our buddies over in surfing?

[Jack]

Never be embarrassed to borrow a business model.

[Nick]

Yetis, some wave pools are Doing it topgolf style. They're open to the public and paying customers come every once in a while.

[Jack]

Yeah. Grab a surf, have a daiquiri, have a good time. We hope to see you again.

[Nick]

But the driver of growth in these wave pools is private resorts centered around the wave pool.

[Jack]

Yeah. What's ironically driving all these wave pools is golf courses.

[Nick]

Investors are applying the same business model of a golf development to surfing yetis.

[Jack]

Golf courses boomed in America in the last 50 years with golf housing developments.

[Nick]

Here was the idea. You pay $20 million for the course by selling 50 homes around the course at $1 million each.

[Jack]

The same math is making wave pool communities a thing. Look at this one that we found in Mexico.

[Nick]

Yeah, in Mexico. It's not just a wave pool, Jack. It's 200 homes at $2.5 million each per home.

[Jack]

So the developer is getting $500 million in revenue from selling the homes, which more than pays for the $80 million wave pool.

[Nick]

Add it all up. Besties and surf pools are the next golf by using the same financial strategy.

[Jack]

That's why we say never be embarrassed to borrow a business model.

[Nick]

Jack, could you whip up the takeaways for us to kick off the week?

[Jack]

Microsoft data shows that the Average worker gets 270 emails and messages per day. Sorry.

[Nick]

Per infinite workday, you're interrupted every two minutes. But your flow states is your grow state.

[Jack]

For our second story, Amazon is partnering with Disney and Roku to target their streaming ads with shopper data.

[Nick]

Amazon's not an e commerce site. Amazon is now an invisible arms dealer of mass consumption.

[Jack]

And our third and final story is the hottest trend in resort real estate. Wave pools.

[Nick]

Yep.

[Jack]

AKA fake lakes with man made waves to surf.

[Nick]

Surf pools are the new golf courses because never ever, ever be embarrassed to borrow a business model.

[Jack]

But yetis, this pod's not over yet. Here's what else you need to know today.

[Nick]

First, remember that story we did last month on Costco gas stations? Gas being Costco's Highest selling product.

[Jack]

12% of Costco sales are Kirkland regular unleaded.

[Nick]

Well, Jack, the crew over at Costco must have heard our episode because they're now launching their first ever standalone gas station.

[Jack]

It's not a Costco store, it's a Costco gas station. And yeah, you gotta be a Costco member.

[Nick]

Alright, I'm riding with you, Jack. Here we go, baby. And second, Labubu dolls have gone viral. It's the beanie baby for Gen Alpha. They've sold $400 million of them. We also did a story on that.

[Jack]

And they just set a record for most expensive Labubu sale ever.

[Nick]

Yeah, here's the update. A human sized Labubu doll 4ft tall was just sold at a Chinese auction for 170.

[Jack]

Is this the peak of the bubble?

[Nick]

And finally, the best restaurant in America is an Italian spot in Colorado.

[Jack]

Frasca Food and Wine in Boulder, Colorado just won the James Beard award.

[Nick]

Yeah, the James Beard award for best restaurant, which is America's version of the Michelin star.

[Jack]

Although we should point out New York City won the most James Beard awards.

[Nick]

We're expecting from New York gastro tourists to hit up Colorado. That place sounds fantastic. Now time for the best fact yet, which because it's Monday, means T boy trivia. Jack, what do we got?

[Jack]

140 years ago, this product was invented by a pharmacist in the south. But it's not medicine.

[Nick]

And this pharmacist also prescribed cocaine and opium, but didn't mix them into this product.

[Jack]

Hint, this product is still around today. The recipe is still a secret, but we know there are 23 ingredients.

[Nick]

All right, besties, this is your moment. Drop the answer in the comments. What is it? This viral product, Yetis. You look fantastic today. Jack, you are glowing in that slammin salmon over there. Wonderful way to kick off the week.

[Jack]

Thank you. Dude, I'm feeling the buzz right now. Like a good just a buzz. A lot's happening with t boy. The business is flowing.

[Nick]

We got the flow. We got the flow. And Jeff and Lauren, whenever you get married, just remember, if it does work out, you always get the free return.

[Jack]

30 days and you gotta pay 6 bucks if you need your own box.

[Nick]

Hyh tvoi. Share the pod and Jack and I will see you tomorrow. And before we go, a happy birthday to our little boy, Maxi Martel, who celebrated the other weekend, Jack with a choo choo going through the Presidio.

[Jack]

He loves choo choo trip.

[Nick]

He wanted moss choo choo. Moss choo choo.

[Jack]

But don't get that kid magnet connecting trains.

[Nick]

No, no, no.

[Jack]

They drive him wild in a bad way.

[Nick]

And a huge happy birthday to big Ted, Dad's dad, the legendary OG Yeti.

[Jack]

My dad, Ted Kramer. Happy birthday, Pop. I love you.

[Nick]

And Kathy Bex in Ormond Beach, Florida. Happy birthday, Kathy. Keep on celebrating.

[Jack]

And happy 30th birthday to Diana Lee in Seoul, Korea.

[Nick]

And a happy birthday to legendary Eddie Audio Dave Sonnenfeld. Turning 65 years old with the best boys in the business down in Austin.

[Jack]

And happy birthday to Eddie Almeria in Redondo Beach, California, the new father of.

[Nick]

Twin girls and Jackie Connor is flying LAX to Singapore and then on the way to West Sumatra and then Mentaway. Congratulations. Enjoy the trip and enjoy those T Boy ups.

[Jack]

Jackie, a big shout out to Vanessa Vlasik and Daniel Lay, who just got engaged and are flying out to Chicago for our live show. Whoa.

[Nick]

Vanessa and Daniel can't wait to meet you in person. And we'll see that ring live, baby.

[Jack]

And to anyone else who's celebrating something today, make it a T Boy.

[Nick]

Celebrate the wins.

[Jack]

This is Jack. I own stock of Disney, Roku and Amazon and Nick owns stock in Nike. If you like the best one yet, you can listen ad free right now by joining Wondery and the Wondery app or on Apple Podcasts.

[Nick]

Prime members can listen ad free on Amazon Music.

[Jack]

And before you go, tell us a little bit about yourself by filling out a short [e-mail] survey we want to.

[Nick]

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