🧢 “To Dad, Love A.I.” – Fathers’ D’AI. Gucci’s Ozempic perfume. Big Concrete’s IPO.

Summary

Podcast Summary: The Best One Yet
Hosted by Jack Crivici-Kramer & Nick Martell
Episode: 🧢 “To Dad, Love A.I.” – Fathers’ D’AI, Gucci’s Ozempic Perfume, Big Concrete’s IPO
Release Date: June 25, 2025

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Introduction

In this episode of The Best One Yet, hosts Jack Crivici-Kramer and Nick Martell delve into three major business stories shaping today's pop-biz landscape. From the monumental IPO of America's leading cement company to the unexpected surge in the fragrance industry and the intriguing influence of AI on Father's Day messages, Jack and Nick provide insightful analysis and engaging commentary throughout the 20-minute segment.

---

1. Big Concrete's Historic IPO

[05:00 - 09:00]

The episode kicks off with an in-depth discussion about Amrise, America's largest cement producer, which recently went public on the New York Stock Exchange.
Nick emphasizes the significance of cement in the global economy:

“What is the most used substance on earth after water? It's cement. According to MIT, every second, the world uses enough cement to fill a 10-story building.” [05:24]

Jack reminisces about the historical aspects of cement, linking it back to ancient civilizations:

“It goes all the way back to ancient Greece and Rome. Lava-based cement is the reason why the Roman Colosseum is still standing.” [05:34]

The hosts highlight how Amrise has revolutionized the cement industry through strategic acquisitions, expanding to 1,000 locations across all 50 states. Nick draws a parallel between cement and AI, noting:

“The biggest driver of concrete growth is shockingly, AI.” [07:53]

Jack adds depth by explaining that AI’s demand for data centers directly boosts cement sales, as concrete is essential for building these facilities:

“Concrete slabs are like mattresses for the servers. They keep them cool.” [07:41]

Takeaway:
Jack: “Commodities only exist in the mind of the inept.” [08:23]
Nick: “Don't call it a commodity because commodities only exist in the mind of the inept.” [09:00]

Summary:
Amrise’s IPO marks a significant milestone in the cement industry, showcasing how traditional industries adapt and thrive by leveraging modern technologies like AI. By branding their cement products and focusing on sustainability, Amrise has transformed what was once considered a commodity into a valuable, diversified portfolio.

---

2. The Fragrance Pop: Gen Z and Ozempic Driving Perfume Sales

[09:00 - 12:58]

The second story explores the booming fragrance industry, with a spotlight on Gucci’s impressive sales performance despite broader economic uncertainties.
Jack points out the resilience of the fragrance sector:

“But the one division that actually grew was their fragrance division.” [09:42]

Nick provides staggering statistics illustrating the market growth:

“Fragrance sales in America actually rose 12% in 2024, and for the most expensive type of perfume, sales rose 43% last year.” [09:55]

The hosts delve into the demographics driving this surge, emphasizing the role of Gen Z and teen boys:
Jack: “For them, how you smell is just as important as how you look.” [10:37]
Nick: “83% of Gen Zers are using fragrances, according to Circana.” [10:44]

A particularly surprising factor contributing to the rise in perfume sales is the use of Ozempic, a weight loss drug:

“According to Nielsen, perfume use among weight loss drug users is up 23% since last year.” [11:29]

Jack explains the phenomenon:

“If you suppress one sense, you must compensate with another.” [11:55]

Nick adds a critical perspective on the future implications of this trend:

“Ozempic users are spritzing themselves with perfume to make up for it.” [12:00]

Takeaway:
Jack: “Pop? If you suppress one sense, you must compensate with another.” [11:55]

Summary:
The fragrance industry is experiencing unprecedented growth driven by younger consumers and unexpected factors like the use of Ozempic. This trend highlights the evolving nature of personal grooming and the complex interplay between health products and consumer behavior.

---

3. Father's Day Eye: AI-Generated Messages Overwhelm Personal Touch

[15:00 - 18:17]

The final story examines the impact of AI on social media, particularly how it has homogenized Father’s Day messages.
Nick introduces the concept:

“We call it Father's Day Eye because with AI, blandness can replace creativity.” [15:37]

Jack and Nick observe a trend where Father's Day posts are unusually similar and eloquent, often sounding like they were written by AI:
Nick: “Jack, did Travis just reference a stanza from Maya Angelou how is that possible?” [17:17]

The hosts identify Microsoft as the source, referencing a blog post from May that provided AI-generated prompts for Father’s Day messages:

“On May 20th, Microsoft published this: Specific blog plan a Father's Day celebration with AI.” [16:24]

Jack shares user-generated content to illustrate the repetitiveness:

“All the Father's Day messages were written by AI.” [16:12]

Nick warns against over-reliance on AI for personal messages:

“Lazy use of AI will result in blandness.” [17:48]

However, they also highlight positive uses of AI when combined with personal effort:
Jack: “One son created a 12-month calendar to give to his dad, with each month showing an AI-generated image of his dad doing something he loves during that month of the year.” [17:53]

Takeaway:
Nick: “AI is neither good nor bad. It depends how you use it.” [18:03]

Summary:
AI's influence on personal expressions, such as Father's Day messages, raises concerns about the loss of genuine, heartfelt communication. While AI can enhance creativity when used thoughtfully, its misuse may lead to uninspired and generic content, detracting from meaningful human connections.

---

Additional Business News Highlights

[19:00 - 21:56]

After covering the main stories, Jack and Nick briefly touch on several other business headlines:

1. Trump's Ceasefire Claims:

   • Nick: “President Trump may have had a mission accomplished moment because late Monday he posted that he brokered a historic ceasefire between Iran and Israel. But within 12 hours, both sides had staged attacks on each other.” [19:16]

2. Nvidia CEO Jensen Huang's Stock Sale:

   • Jack: “Nvidia's CEO Jensen Huang just sold $865 million of his Nvidia stock.” [19:40]

3. McDonald's and Krispy Kreme Split:

   • Nick: “McDonald's announced that having Krispy Kreme donuts at McDonald's locations wasn't as profitable as they hoped. Krispy Kreme Stock is down 70% this year.” [20:03]

4. Los Angeles Lakers Sale:

   • Nick: “The Los Angeles Lakers sold last week for $10 billion, an NBA record.” [20:44]

Takeaways:

• Opportunity Cost: Highlighting the importance of investment choices with the Lakers sale example.
• Market Volatility: Emphasizing how unexpected partnerships and leadership decisions can significantly impact stock performance.

---

Closing Remarks

Jack and Nick conclude the episode by celebrating listener milestones and encouraging audience engagement. They emphasize the importance of thoughtful financial and personal decisions, reflecting on the stories discussed.

---

Notable Quotes

• Nick on Cement Usage:
  “Get this. Every second, the world uses enough cement to fill a 10 story building.” [05:24]

• Jack on AI and Cement Growth:
  “Concrete slabs are like mattresses for the servers. They keep them cool.” [07:41]

• Nick on Fragrance Trends:
  “83% of Gen Zers are using fragrances, according to Circana.” [10:44]

• Jack on AI’s Role in Father's Day Messages:
  “AI is neither good nor bad. It depends how you use it.” [18:03]

---

Conclusion

This episode of The Best One Yet offers a comprehensive look at pivotal business trends, from traditional industries adapting to modern technologies to the nuanced effects of AI on personal expressions. Jack and Nick's engaging dialogue, supported by relevant data and timely insights, provides listeners with a clear understanding of the current business landscape.

---

For more updates and detailed discussions, subscribe to The Best One Yet on your preferred podcast platform.

Transcript

[Nick]

This is Nick.

[Jack]

This is Jack.

[Nick]

It's Wednesday ceviche Wednesday, June 25th. 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. Yetis.

[Nick]

Do you remember when we covered Poppy on the pod? Poppy, the prebiotic soda brand that sold to Pepsi for 2 billion bucks.

[Jack]

Guess what? We're getting the Poppy co founder on the pot.

[Nick]

Yeah, we're gonna interview Poppy's creator, Alison Ellsworth on this show.

[Jack]

So if you got a question for Poppy, ask us on Instagram and we'll ask her in the interview.

[Nick]

But Jack, in the meantime, we've prepared a fantastic T boy for today's pod. What do we got on the show.

[Jack]

For our first story? The big IPO right now is America's biggest cement business, the king of concrete has gone public.

[Nick]

Perfect timing, Jack. Cause what was your favorite case study in business school, my friend?

[Jack]

It was about cement.

[Nick]

Yes.

[Jack]

And we're gonna tell it in the takeaway for our second story. It's the perfume Pop. Gen Z, generally, and teen boys in particular are splurging on fragrances.

[Nick]

But another driver of cologne, Sal. Right now, it's Ozempic users. And they're doing it for a concerning reason.

[Jack]

And our third and final story, Father's Day was 10 days ago, but we just discovered something wild about it.

[Nick]

This year's Father's Day was taken over by AI.

[Jack]

This story is about Father's Day.

[Nick]

I.

[Jack]

You see what I did there?

[Nick]

He gets me every time I look at it.

[Jack]

But Yetis, before we hit that wonderful mix of stories.

[Nick]

Whoa. What a fantastic mix. No one else is doing that mix, Jack.

[Jack]

The biggest new fashion trend is also the most offensive.

[Nick]

Jorts have gone from cringe to cool. And Jack and I got the data to back it up.

[Jack]

Shorts. Jean shorts. Yep. It's the most awkward combo since the merman.

[Nick]

Picture a pair of Levi's and then cut them off at the knee.

[Jack]

Now, when I was 12, my cousin ripped on me for wearing jorts.

[Nick]

Really?

[Jack]

He publicly humiliated me, and I've stashed mine in the attic ever since.

[Nick]

But yeah, good news. The jorts have moved out of the ick. This is the mullet of fashion, baby.

[Jack]

Get this, Yetis. Google searches for jorts are up 5x in the last three years, and sales of jorts have just hit an all time high.

[Nick]

GQ just named denim shorts the fashion look of 2025.

[Jack]

Even Gwyneth Paltrow is wearing jorts these days.

[Nick]

But that pair actually cost her 4,125 bucks. No joke. Got the receipts.

[Jack]

Now, what we love about jorts the most, besides the PTSD Nick just gave me, is that jorts also fit in a long line of hybrid clothing combos.

[Nick]

Or as Jack and I like to call it, turducken fashion.

[Jack]

Turducken fashion.

[Nick]

Yeah. Because you've got jorts jean shorts and you've got jeggings jean leggings. You've got skorts skirt shorts and you've got shackets shirt jackets. Although our personal favorite is the cardigan.

[Jack]

Is that half cardigan, half gown?

[Nick]

Actually, it's half gown, half cardigan, Jack.

[Jack]

But the most lucrative of all was crocodile socks, aka Crocs. That portmanteau is now worth 6 billion.

[Nick]

If you know, you know. And now you know.

[Jack]

Isn't a velvetini a velvet bikini, Jack?

[Nick]

That's a sh. Food. But I think, yes, you can wear it in some occasions. Yeti salute your jorts and Jack, let's hit our three stories.

[C]

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. Start the show.

[Jack]

Start the show.

[Nick]

First, a quick word from our sponsor.

[Jack]

IBM.

[Nick]

Jack. Remember dongles, like each piece of tech had its own plug and none of it worked together.

[Jack]

That's where a lot of businesses are with AI.

[Nick]

Discover AI that can work seamlessly across your data and applications. @IBM.com the AI built for business.

[Jack]

IBM, Airbnb now.

[Nick]

Yeah, it is. Jack mentioned his favorite skinny dipping spot. Where was that again?

[Jack]

I did a bunch of people ask me about that. But, Nick, there's nothing better than swimming in mother Nature with the outfit mother gave you.

[Nick]

I mean, you know what they say. It's not the summer unless you're outside naked at some point and nobody knows it.

[Jack]

Now, another way to do that is an outdoor shower. And I should mention, my place has one of those, too.

[Nick]

And how is it possible you have an outdoor shower, Jack?

[Jack]

Because I'm an Airbnb host.

[Nick]

True.

[Jack]

Now, I usually spend my Airbnb hosting income on travel for the family, but this time we earmarked it for a home upgrade.

[Nick]

Now, Jack, I should point out I'm no carpenter. But out there shower, it ain't cheap. You got the cedar wood install. You got the copper pipes, the French drains.

[Jack]

But with the money we're making on Airbnb, it was affordable. We put it in last year.

[Nick]

Well played, Yetis.

[Jack]

I'm an Airbnb host. With my current chalet and with two previous apartments, I can tell you it's.

[Nick]

Very easy to use besties. Millions don't realize their space could be an Airbnb. You already have an Airbnb. You could be yodeling naked outdoors with fresh shampoo in your hair in the.

[Jack]

Outdoor shower, paid for by your guests.

[Nick]

Your home might be worth more than you think. Find out how [e-mail] host for our first story. The newest IPO on Wall street is the biggest cement company in America.

[Jack]

Because the cement industry is bigger than you realize. Yes, it is, but don't call it a commodity.

[Nick]

All right, Jack, let's kick things off with a hero stat. What is the most used substance on earth after.

[Jack]

After water? It's cement. According to mit.

[Nick]

Get this. Every second, the world uses enough cement to fill a 10 story building.

[Jack]

Glass can't do that.

[Nick]

No, it can't. And cement, it is not a modern invention. Is it not?

[Jack]

It goes all the way back to ancient Greece and Rome. Lava based cement is the reason why the Roman Colosseum is still standing.

[Nick]

If you're listening to this pod in the Pantheon, you can thank cement now.

[Jack]

Since the 1800s, the cement has been a mixture of limestone, clay and water. We don't need lava anymore.

[Nick]

We swapped it for the limestone. But today, cement is really the quiet MVP of modern life.

[Jack]

And the biggest producer of cement in America is a company called Amrise.

[Nick]

Which leads to the news. The Swiss parent company of Amrise separated the company and spun it out onto the New York Stock Exchange on Monday.

[Jack]

It's a brand new publicly traded company. After Monday's IPO, it's got $11 billion.

[Nick]

In revenue, $1 billion in profit, and is worth 30 billion DOL. That's like 5, 6 lifts.

[Jack]

This is the Coca Cola of concrete.

[Nick]

It is the Disney of drywall. It is the Procter and Gamble.

[Jack]

Nick. I know there's some carpenters listening. Drywall is not concrete.

[Nick]

Of pavement. I was thinking pavement. That's the word I was looking for.

[Jack]

It's a little better.

[Nick]

I had some more, Jack, but I've run dry.

[Jack]

What about asphalt? The Amazon of asphalt.

[Nick]

We're pushing the Alphabet right now, Jack. We're pushing it. But here was our surprise Besties. The biggest driver of concrete growth is shockingly, AI.

[Jack]

Here's the context. Yetis cement is the most local business we've ever covered.

[Nick]

Because cement is so heavy, you have to have local plants sprinkled throughout the country.

[Jack]

You gotta have a nearby concrete plant or you're not getting concrete.

[Nick]

You can't ship cement from a central hub in Missouri to New York City. It's too heavy. It'll be dry by Tennessee.

[Jack]

So Amrise has done hundreds of acquisitions, and they now have 1,000 locations across all 50 states.

[Nick]

Basically, mom and pop concrete shops sold to Amerise and it became Big Concrete.

[Jack]

But here's the key. Big tech needs AI. AI needs data centers, and you can't.

[Nick]

Build a data center without cement.

[Jack]

So the reason this old school cement company is growing as fast as Snapchat. Yeah, it's AI.

[Nick]

Yeah. Concrete slabs are like mattresses for the servers. They keep them cool.

[Jack]

Like we've said, everything digital comes back to something physical.

[Nick]

Amri's doc jumped on its IPO because cement is piggybacking on the top trend in tech.

[Jack]

That's right. Cement is related to AI.

[Nick]

So, Jack, could you please pour on a takeaway for us for our buddies over in cement?

[Jack]

Commodities only exist in the mind of the inept.

[Nick]

All right, Yetis incredible business school case study that Jack did at Michigan that is, like, burned into his memory. You want to share it with us, Jack?

[Jack]

Nick, cement is a commodity, right? And with commodities, the lowest price wins because every product is the same.

[Nick]

Wrong. Even cement can be branded and sold for a higher price because people can trust it.

[Jack]

And we've got proof in Amerise's IPO paperwork.

[Nick]

We do.

[Jack]

They mentioned the word brand 57 times even though they're in the concrete business.

[Nick]

Because this concrete company has an eco brand with a lower carbon footprint. They've got recycled brands. They sell climate resistant brands. Different price points for their different brands.

[Jack]

Bottom line builders and homeowners are willing to pay more for a brand they perceive as higher quality.

[Nick]

That is how Amrise turned 11 billion bucks in revenue into an impressive $1 billion in profit.

[Jack]

Sy, it is the same product in Indiana as in India. But don't call it a commodity, because.

[Nick]

Commodities only exist in the mind of the inept. For our second story, the fragrance industry is booming right now. It is the perfume pop, especially for the luxury house Gucci.

[Jack]

Who's driving the perfume surge, though it's teens, boys, and Ozempic users.

[Nick]

Now, Yetis, we have told you about.

[Jack]

The luxury lull in this Moment of economic uncertainty. You're holding off on buying that $15,000 Birkin bag.

[Nick]

That's a next year purchase. But in the meantime, the parent company of Gucci saw its sales shrink 14% last quarter.

[Jack]

But the one division that actually grew was their fragrance division.

[Nick]

That's right. Gucci's fragrance sales jumped 6% last quarter to 71 million euros.

[Jack]

People are going gaga for Eau de Gooch now, over.

[Nick]

Overall, fragrance sales in America actually rose 12% in 2024.

[Jack]

And for the most expensive type of perfume, sales rose 43% last year.

[Nick]

But things get even wilder because it turns out every part of your body is getting spritzed with scents these days.

[Jack]

Body spray sales are up 95% last year. Hair fragrance sales are up 32% last year.

[Nick]

It's like winter, Jack. We're layering, but we're doing with colognes right now.

[Jack]

Fragrance has become a full body industry.

[Nick]

One sec, Jack. Something's in the air, and I think it's the fragrance business.

[Jack]

It smells like pint spearmint. And is that profit, Jack?

[Nick]

That is odd. The profit.

[Jack]

Now, what's so wild about the boom in perfumes, colognes, and fragrances? It's the people who are driving it.

[Nick]

Because Gen Z Overall is into fragrances.

[Jack]

Yeah. For them, how you smell is just as important as how you look.

[Nick]

83% of Gen Zers are using fragrances, according to Circana.

[Jack]

But a New York Times article from last year is titled this. When did Teen boys get a nose for a $300 cologne?

[Nick]

Now, to sprinkle on. Sorry, Spritz on some context here. When Jack and I, Melissa Millennials, were teens, we applied a little Old Spice to your armpits and you were done.

[Jack]

But high school boys today are spritzing the fancy stuff.

[Nick]

That's right. The new male status symbol is a bottle of something you can't pronounce.

[Jack]

There's a billion views on TikTok for the hashtag smellmaxing. As teen boys trade out Axe Body Spray for Acqua di Parma.

[Nick]

Head over to the locker room. And the football team has ditched deodorant for Christian Dior.

[Jack]

But, Nick, we haven't even gotten to the biggest surprise of this fragrance story.

[Nick]

No, no, no, we haven't. Jack, do you want to reveal besties out there?

[Jack]

Yeah, Ozempic.

[Nick]

That's right. Ozempic.

[Jack]

GLP1 is driving fragrance sales, too.

[Nick]

Yeah, get this, Besties. But according to Nielsen, perfume use among weight loss drug users is up 23% since last year.

[Jack]

You start using WeGovy, you start buying Calvin Klein. Yeah.

[Nick]

If it smells, it sells. First the Brotox, now the Ozempic perfume. Jack, what's the takeaway for our buddies looking at the perfume?

[Jack]

Pop? If you suppress one sense, you must compensate with another.

[Nick]

Now, Yetis, Jack and I were surprised that teen boys are driving fragrance sales, but we were more surprised than Ozempic users did.

[Jack]

So what's the connection between this weight loss drug and perfume? It's sense compensation.

[Nick]

Yeah. Follow us on this one. GLPs dull your cravings for food so you eat less, and that is why you lose weight.

[Jack]

But users are now seeking sensory inputs they no longer get from food.

[Nick]

Basically, even though your appetite for food is gone, your appetite for satisfaction is not.

[Jack]

So weight loss drug users are getting a high on cologne since they don't get a high on cake anymore.

[Nick]

Exactly. And the way Jack and I see it, that's actually a big issue for the future of this weight loss drug.

[Jack]

Yeah, people derive satisfaction from eating delicious foods, but with Ozempic, that satisfaction goes away.

[Nick]

So Ozempic users are spritzing themselves with perfume to make up for it.

[Jack]

Because if you suppress one sense, you must compensate with another.

[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 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 take that leap and find the therapist for you.

[Jack]

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[Nick]

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[Jack]

Check it out.

[Nick]

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[Jack]

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[Nick]

All right, Jack, can I tell you about my smh? What is that? That 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.

[Nick]

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

[Jack]

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[Nick]

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[Jack]

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

[Nick]

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[Jack]

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

[Nick]

Really?

[Jack]

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[Nick]

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[Jack]

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[Nick]

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[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. So, besties, get control of your overall finances with Monarch Money.

[Jack]

Even though Nick apparently can't use code.

[Nick]

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[Jack]

That's 50% off your first year if you go to monarchmoney.com and use code T Boy.

[Nick]

For our third and final story, something strange happened a little over a week ago on Father's Day, everyone wrote the same Father's Day message.

[Jack]

We call it Father's Day Eye because with AI, blandness can replace creativity.

[Nick]

Now, Yetis, Jack and I told you in May that the two biggest days of the year for phone calls are.

[Jack]

Mother's Day and Father's Day.

[Nick]

Well, turns out those days are also the top days for Facebook posts as well.

[Jack]

But did you notice the Father's Day posts this year were more eloquent than ever?

[Nick]

Jack. Like, your buddy Travis dropped out of high school, but he wrote a whole poem about his dad this year.

[Jack]

When did Travis learn iambic pentameter?

[Nick]

How did Travis figure out how to make a haiku?

[Jack]

It's not just you, Yetis. It's part of a broader trend that we call Father's Day Eye.

[Nick]

Father's Day Eye.

[Jack]

All the Father's Day messages were written.

[Nick]

By AI Jack, did Travis just reference a stanza from Maya Angelou how is that possible?

[Jack]

We found the culprit. The source of this viral trend of similar sounding Father's Day captions is Microsoft.

[Nick]

And we found the smoking gun too, because on May 20th Microsoft published this.

[Jack]

Specific blog plan a Father's Day celebration with AI.

[Nick]

Now in the post, Microsoft suggests a handful of prompts to enter into AI to help you for Father's Day.

[Jack]

Provide ideas for a short and sweet message I can write in my Dad's.

[Nick]

Father's Day card Create an outline for a sentimental Father's Day message How should.

[Jack]

I end a Father's Day note?

[Nick]

Now, anecdotally, Jack and I can tell you that a lot of people use this. And how do we know that Jack?

[Jack]

Because every Father's Day post last week smiled similar to my wonderful dad.

[Nick]

Thank you for always being there with your guidance and your big heart.

[Jack]

Your love has been my steady rock through everything with all my heart your son.

[Nick]

Now funny thing besties. Apparently TikTok noticed this trend as well.

[Jack]

Yeah, viral videos of others pointing out Father's Day messages that sounded similar because.

[Nick]

That one page poem might have impressed your dad who doesn't realize it was written by AI.

[Jack]

But eventually a tidal wave of AI written blandness will be noticeable to all.

[Nick]

How did my 8 year old learn Shakespeare? And how did his 8 year old learn Shakespeare? So Jack, what's the takeaway for our buddies staring into the AI Father's Day abyss?

[Jack]

AI is neither good nor bad. It depends how you use it.

[Nick]

Now yetis, we're not saying you shouldn't use AI to help you write or come up with ideas.

[Jack]

But we are saying that lazy use of AI will result in blandness.

[Nick]

Now in our research we found some examples that are awesome of using AI to be creative.

[Jack]

One son created a 12 month calendar to give to his dad, with each month showing an AI generated image of his dad doing something he loves during that month of the year.

[Nick]

I love that example Jack because it took effort, thoughtfulness, iteration and lots of inputs to tell AI precisely what to do that was unique.

[Jack]

Generic inputs will result in generic outputs. Unique inputs will result in unique outputs.

[Nick]

So Father's Day I teaches us this Yetis if nothing else at all, AI is neither good nor bad. It depends how you use it. Jack, could you whip up the takeaways for us for Ceviche Wednesday?

[Jack]

America's biggest cement company is now publicly traded after Monday's ipo.

[Nick]

But don't call it a commodity because commodities only exist in the mind of the inept.

[Jack]

For our second story. It's the perfume pop. Gen Z is driving a boom in fragrance sales. And Ozempic users are too.

[Nick]

Yeah, teen dudes. Because if you suppress one sense, you must compensate with another.

[Jack]

And our third and final story is Father's Day Eye. A flood of similar sounding Father's Day posts were written by AI.

[Nick]

Remember Yetis, AI is neither good nor bad. It depends on how you use it.

[Jack]

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

[Nick]

First, President Trump may have had a mission accomplished moment because late Monday he.

[Jack]

Posted that he brokered a historic ceasefire between Iran and Israel.

[Nick]

But within 12 hours, both sides had staged attacks on each other. To Trump's frustration, he actually cursed about it on tv.

[Jack]

Still, stocks rose Tuesday and oil prices fell as investors bet that this truce will hold.

[Nick]

And second, Nvidia's CEO Jensen Huang just sold $865 million of his Nvidia stock.

[Jack]

He pushed the sell button and generated almost a billion dollars in cash.

[Nick]

Yeah, he must be buying a second house for his third yacht check.

[Jack]

But this is actually part of a sale. CEOs must announce publicly in advance when they're selling stock in their own company.

[Nick]

It's an SEC rule. Insiders with big stakes must announce their stock sales publicly.

[Jack]

And finally, McDonald's and Krispy Kreme are getting a divorce.

[Nick]

It sounded so smart in principle. McDonald's customers could get donuts. Krispy Kreme could get sales.

[Jack]

But in a very honest announcement, McDonald's announced that having Krispy Kreme donuts at McDonald's locations wasn't as profitable as they hoped.

[Nick]

Krispy Kreme Stock is down 70% this year. Apparently, donuts are not a treat yourself treat in this economy.

[Jack]

Or maybe you just prefer an egg McMuffin.

[Nick]

And Jack's investment in Krispy Kreme stock has turned into a not so sweet treat.

[Jack]

Thank goodness I didn't put my whole nest egg in it.

[Nick]

I think you hold, Jack. I think you hold.

[Jack]

I think so, too.

[Nick]

I think you hold.

[Jack]

The ticker symbol is donut. How could I not hold?

[Nick]

Now, time for the best fact yet. This one sent in by Herb Johnson from lovely Lansing, Michigan.

[Jack]

I think it's Herb Johnson.

[Nick]

He wrote herbs.

[Jack]

Yeah, Nick, he's not. He's not an oregano leaf.

[Nick]

As far as we know. Yeti's the Los Angeles Lakers sold last week for $10 billion. That is an NBA record.

[Jack]

Who sold? Jerry Buss did. Jerry Buss bought the Lakers in 1979 for just $67 million. Now he's selling for 10 billion.

[Nick]

But Yetis, this is what we found fascinating. What if Jerry Buss had put the $67 million he used to buy the Lakers back in 1979 into the S&P 500 instead?

[Jack]

If he had just bought stocks instead of buy the Lakers, it would actually be worth $11 billion today. If you include the dividends, he would.

[Nick]

Have made more money in the stock market than from owning the Lakers. After all these decades, I think this.

[Jack]

Is bright news for all of us. It means that you don't have to own a professional sports team to gain money and to get rich.

[Nick]

It's also the perfect example of opportunity cost. Your money could do one thing with this investment, but it could do another thing with that investment.

[Jack]

But seriously, The S&P 500? Great friggin investment.

[Nick]

Yeah, but Jack, if he'd invested in the stock market, he wouldn't have been able to hang out with all these cool dudes on the basketball team for the last 50 years.

[Jack]

True, the perks of being a Lakers owner was probably pretty cool.

[Nick]

Yetis, you look fantastic for ceviche Wednesday. If you are wearing jorts today, remember to drop down and give us five stars in a review because your beautiful fashion helps grow the pod and send.

[Jack]

Your thoughts and prayers to 12 year old me who still has emotional scars.

[Nick]

Trigger warning on the jorts.

[Jack]

I think I need to wear the jorts and not let the jorts wear.

[Nick]

Me drag and I will see you tomorrow. And before we go, a Happy Birthday to little Luke McCall over in San Francisco.

[Jack]

Happy 33rd birthday to Paula Ulloa in Orlando, Florida who loves Abercrombie, Steve Madden and Costco.

[Nick]

Sounds like a stock portfolio right there. And Zab schlack is turning 15 years old in El Dorado Hills, California. Happy birthday Zach.

[Jack]

Happy Birthday to Matthew in New Zealand.

[Nick]

The Kiwi and Derek and Holly Owens have their anniversary in Bismarck, North Dakota. They are whitewater rafting on the Colorado river to celebrate.

[Jack]

And a big shout out to Matt Young from Salt Lake City for sending us some fantastic ideas. And to anyone else celebrating something today, make it a T boy.

[Nick]

Celebrate the wins.

[Jack]

This is Jack. I own stock in Crocs, Amazon, Disney and Krispy Kreme as well as Lyft and Nick and I 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 and the Wondery app or on Apple Podcast Prime.

[Nick]

Members can listen ad free on Amazon.

[Jack]

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

[Nick]

To get to know you.

[D]

If you're looking for new ways to get ahead, then you're our kind of person. We're Udemy and we help learners like you upskill in AI productivity, leadership and management, and more. Learn at your own pace from real world experts. You can also prep for certifications that show employers what you know. Upskill for the career you [e-mail] now back to your regularly scheduled listening.