🐶 “Cute > Compute” — DoorDash’s delivery bot. Etsy’s ChatGPT website-killer. America’s 15th Shutdown. +Ford Poetry.

Summary

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Podcast Summary: The Best One Yet

🐶 “Cute > Compute” — DoorDash’s delivery bot. Etsy’s ChatGPT website-killer. America’s 15th Shutdown. +Ford Poetry.

Hosts: Jack Crivici-Kramer & Nick Martell
Date: October 1, 2025
Episode Theme:
A pop-biz podcast tackling the top three business stories of the day with energy, wit, and a knack for fresh takes — this episode covers the launch of DoorDash’s adorable food delivery robot, the dynamics and implications of America’s latest federal government shutdown, and how ChatGPT’s new shopping function with Etsy hints at a revolutionary shift in e-commerce models. Plus, Ford-themed poetry and rapid-fire business news updates.

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Episode Overview

Jack and Nick kick off Q4 with their signature “T-Boy” style and three juicy business stories:

1. DoorDash’s Foray into Delivery Robots and Why Cuteness Wins
2. America’s 15th Government Shutdown: Both Different and Familiar
3. Etsy and ChatGPT Team Up, Unleashing B2A (Business-to-AI) Commerce

“In the consumer robotics industry, adorableness is a competitive advantage. Cute beats compute.” – Nick (10:11)

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Key Topics & Segment Highlights

1. DoorDash’s Adorable Delivery Robot: Dot

[05:59–11:11]

• DoorDash, the leading U.S. food delivery company (now more valuable than Nike or Nintendo), unveils its first hardware product: Dot, a self-driving delivery robot.
• Unlike existing delivery bots (like Serve in Santa Monica or Amazon’s and Boston Dynamics’ dystopian robots), Dot is designed to maximize cuteness:
  • Stroller-sized, cartoonish design with expressive "eyes" (headlights) and a smiling lid handle.
  • Emits puppy-like sounds, eyes light up, and reacts to people — especially kids — with delight.
  • Developed in-house by DoorDash; currently in testing in Arizona.
  • Technicals: Can hold up to 30 lbs, travels up to 20 mph, legal on sidewalks and bike paths.
  • Huge cost and environmental advantage since it could someday reduce the reliance on human drivers (and giant delivery cars).

Key Quotes:

• “If you want to know who will win the robot wars, look at who's cutest. We're not kidding.” – Jack (06:09)
• “It's like R2D2, but instead of a Jedi as its master, it's got a pad thai as its master.” – Jack (07:16)
• “Instead of making Dot like a human, DoorDash made Dot inspired like a puppy.” – Nick (09:58)

Takeaway:
DoorDash isn’t just competing on efficiency or tech – it’s waging the robot wars by winning hearts, not just wallets. As robots integrate into everyday life, emotional connection is key. (“Cute beats compute.” – Nick, 11:11)

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2. America’s 15th Federal Government Shutdown

[11:12–14:18]

• The U.S. enters its 15th federal shutdown since 1980 due to lack of bipartisan agreement on the budget.
• Comparison: Most other countries simply maintain prior spending if a new budget isn't agreed — not the U.S., where essential services stay open but hundreds of thousands are furloughed.
• Certain services (Medicare, food stamps, TSA, military, Post Office) remain funded; others cease operations.
• This time, political context is unique:
  • President Trump (in his second term) views the shutdown as leverage to cut departments/programs he opposes.
  • Opposing Democrats demand restoration of health care funding previously cut.
  • Trump threatens to use the shutdown as an opportunity for restructuring (“lay off government workers in departments he doesn’t like,” 12:39).
  • Critical complication: No government, no Department of Agriculture, so soybean farmers—already devastated by China’s trade war retaliation and resulting boycott—can’t get their desperately needed bailouts.

Key Quotes:

• “Ah, Yeti's American exceptionalism. We're the only country that does government shutdowns, and damn, Jack, if we do them.” – Nick (10:35)
• “But it seems he can't help soybean farmers without congressional action and a functioning Department of Agriculture.” – Nick (14:03)

Takeaway:
While most government shutdown rhetoric is political, real-world impacts hit hardest for groups like soybean farmers, who face both trade war fallout and a lack of government support. This shutdown, more than previous ones, is being wielded as a political tool.

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3. Etsy’s ChatGPT Partnership: The Dawn of B2A (Business-to-AI)

[16:40–20:46]

• Etsy’s stock soars 16% after ChatGPT announces users can now shop Etsy directly via the AI chat interface.
• ChatGPT now has 700 million monthly users; women comprise the majority, and its first ad campaign targets “moms-as-household-assistants.”
• How it works:
  • Users request a gift or product via ChatGPT which then curates, recommends, and even completes transactions within the AI. You never visit Etsy.com.
  • OpenAI (ChatGPT’s parent) takes a commission; payments processed by Stripe; the rest goes to Etsy’s sellers.
• This could disrupt the entire e-commerce model by making websites unnecessary for AI-compatible products.

Key Quotes:

• “If AI chatbots can find out what you want to buy and sell it to you there in the chat, maybe you stop going to the sites. You'll stop visiting websites.” – Jack (19:36)
• "We have B2B and B2C. Prepare for B2A — Business to AI." – Jack (19:48)

Takeaway:
A new business model is emerging: businesses are starting to optimize and market for AI shopping agents rather than direct to consumers. The future of commerce could be “B2A” — Business to Artificial Intelligence.

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Notable Moments & Quotes

• The Ford Poem (Publicly-Traded Poetry Tradition, 01:56–02:46):
  Nick reads a heartfelt, self-penned poem about Ford’s company legacy and Jack’s personal investment history:

  “But Ford, oh, Ford, we speak to thee / Your stock still trades so stubbornly. / Yes, you promise EVs in every fleet, / But the margins sputter on the Street…” – Nick (01:58)

  • Poem celebrates Ford’s iconic role, laments stock performance, and wraps with a wish for a smoother Wall Street ride.
  • Jack shares his personal connection: “Not only was Ford the first stock I ever bought, I went to the Ford School of Public Policy. Different Ford. That was Gerald Ford...” (02:46)

• Star Wars & Robot Design Comparison

  “They say Star Wars prepared humankind to embrace technology by making R2D2 and C3PO so trustworthy and lovable.” – Jack (09:44)

• What Else You Need to Know (Quick Hits, 21:34–23:05):

  • Multiple IPO announcements: Jennifer Garner’s Once Upon a Farm, Wealthfront, Beta Technologies.
  • Trump administration’s "Trump RX" deal to sell prescription drugs at European prices, cutting out industry middlemen.
  • Daniel Ek stepping down as Spotify’s CEO after 19 years — becomes Chairman.

• Global Word of the Day ([23:15])

  “Wasta — It doesn’t have a direct translation in English, but it basically means a lot of clout.” – Jack

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Takeaways Recap

[20:48–21:29]

• DoorDash’s Dot: Cuteness is a competitive advantage in consumer robotics.
• Government Shutdown: This time’s political leverage, but real pain for American farmers.
• Etsy & ChatGPT: Welcome to the B2A (Business-to-AI) era.

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Timestamps for Key Segments

• Ford Poetry: 01:56–02:46
• DoorDash Dot/Robot Wars: 05:59–11:11
• Government Shutdown: 11:12–14:18
• Etsy x ChatGPT / B2A Model: 16:40–20:46
• IPO/Fast News Round: 21:34–23:05
• Spotify CEO Steps Down: 22:37–23:05
• Best Fact Yet (Wasta): 23:15–23:43

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Tone & Style

• Conversational and energetic, blending humor, pop culture (ceviche Wednesday, Star Wars, limericks), and sharp business analysis.
• Hosts frequently riff off each other with inside jokes and accessible metaphors ("hold the napkin," "cute beats compute," "macrame," etc.).

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Summary prepared for business fans, podcast lovers, and anyone keeping an eye on the next big shift in tech, politics, and commerce — without needing to hear the full episode.

Transcript

[A]

This is Nick. This is Jack. It's Wednesday. CEVICHE Wednesday, October 1st. And today's pod is the best one yet. This is a T Boy.

[B]

The top three pop business news stories you need to know today, Jack, I'm.

[A]

Checking the calendar here. First day of the fourth quarter. You know what that means, my friend.

[B]

Three months left to complete your New Year's resolution. Remember the one you made back in January?

[A]

Yeah, no pressure, besties. Just Jack and Nick reminding ya.

[B]

But this isn't about your New Year's resolution. These last three months is your New Year's redemption.

[A]

Couldn't have said it better, Jack. Three stories for today's T. Boy. What do we got on the pod?

[B]

For our first story, Doordash just unveiled their first food delivery robot. It's called Dot, and it reminds us.

[A]

Of a puppy because this robot proves the most underrated advantage in business cuteness.

[B]

For our second story, as of this recording, the United States was on track for a federal government shutdown starting today.

[A]

So Jack and I will tell you what to expect using hummus bowls and soybeans.

[B]

And our third and final story. Why did Etsy's arts and crafts stock jump 16% on Monday, Jack? Because of ChatGPT.

[A]

Chat is officially now a personal shopper, and that could eventually kill the website.

[B]

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

[A]

Oh, what a mix of stories. Love the mix. For ceviche1. Say, Jack.

[B]

Happy Q4 to all who celebrate.

[A]

Thank you, Jack. Today, it's the first day of the final quarter of the year. Congratulations.

[B]

The next three months of the fiscal year, they're gonna be fantastic.

[A]

Every CEO's popping champagne and celebrating. Today you earned it.

[B]

But as you know, Yetis, we have a T boy trad. On the first day of the new quarter, we share some publicly traded poetry.

[A]

Some highly profitable poetry, Jack.

[B]

Now, I am actually not prepared. You go first.

[A]

I got two poems for you here, Jack. One of them is a limerick about the Spotify CEO. Okay. The other one I kind of made, inspired by you. It's about one of the stocks that you own.

[B]

All right, just kick it off.

[A]

Here we go. Our heart revs for you at every turn. Engines of history, oh, do we yearn. From Model T to Mustangs roar. You built our country's factory floor. But Ford, oh, Ford, we speak to thee. Your stock still trades so stubbornly. I know. Cause Jack still owns your shares and he's the one who really cares. Yes, you promise EVs in every fleet. But the margins sputter on the Street, Detroit's proud sun blue oval strong We've held your ticker all along. Yes, a lot of debt may stall your pace While Tesla speeds up the EV race. But we still cheer for Bronco's might. And the F150 sails each and every night. Is it too much to ask for a smoother ride? A Wall street rally? Ford worldwide.

[B]

Wow. Not only was Ford the first stock I ever bought, I went to the Ford School of Public Policy. Different Ford. That was Gerald Ford. And I got a Ford scholarship while I was there from the Ford Motor Company.

[A]

And you know what, Jack? I was channeling that Ford love in this poem as it got crafted.

[B]

That was incredible. Is this an investment endorsement to buy the stock?

[A]

Yetis, that wasn't financial advice, but it was poetic advice. Jack, what do you say we hit our three stories?

[B]

Let's do it, man.

[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.

[A]

Start the show.

[C]

Start the show, Start the show.

[A]

First, a quick word from our sponsor.

[B]

At&T business, Yetis.

[A]

Starting your own business, 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.

[B]

Remember, we initially bummed WI fi off of hotel lobbies. Classic move. And then the concierge kicked us out. So coffee shop free WIF became our godsend.

[A]

Another latte.

[B]

Shout out to all the small business cafe owners. Your WI fi is the real hero.

[A]

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.

[B]

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

[A]

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

[B]

And yetis, there's never enough time.

[A]

So start a business, live your dream, and wake up to the power of ATT business.

[B]

Business.att.com this show is sponsored by BetterHelp.

[A]

You know, Jack, something I thought about in therapy last week. If I were a therapist, I would need my own therapist.

[B]

Think of the questions the Venting, the complaints, the tears that we all bring into that leather couch.

[A]

I mean, therapist me would need a break from me. You know, relieving other people's trauma every day for work, that could be pretty traumatic.

[B]

It's secondhand trauma now. They do get paid to hear it. But still, I appreciate how welcoming my therapist is to hear all my issues.

[A]

Good point. Good point, Jack. Good point.

[B]

I appreciate how welcoming my therapist is to my dirty laundry.

[A]

So, besties, since October 10th is World Mental Health Day, we'd like to thank those therapists, our therapists, Better help.

[B]

Therapists have helped over 5 million people like us on every issue you can imagine.

[A]

And we've learned that simply saying out loud what we could have never articulated before, that could Change your life.

[B]

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[A]

So just fill out a questionnaire and BetterHelp finds you the right fit. From 30,000 therapists.

[B]

This world Mental Health Day, we're celebrating the therapists who've helped millions of people take a step forward. If you're ready to find the right therapist for you, BetterHelp can help you start that journey.

[A]

Our listeners get 10% off their first month at betterhelp.comt Boy, that's BetterHelp.

[B]

H-E L p.comtBoy.

[A]

For our first story, Doordash just launched their first self driving food delivery robot with one key detail. It's adorable.

[B]

If you want to know who will win the robot wars, look at who's cutest. We're not kidding.

[A]

Oh, yetis, it's the fall. Leaves are a changing. Apples are a pickin', Pumpkins are a carving.

[B]

And tech companies are launching products.

[A]

Yes, they are. But besties. It's not just Apple and Amazon and Meta who are launching big things right now.

[B]

Jack and I noticed Doordash just launched their first ever hardware yesterday.

[A]

Doordash. We're talking about the pure Play food delivery stock. It's been feasting on Wall street late.

[B]

Doordash stock is up 104% so far year to date. It's a $115 billion company that's more valuable than Nike or Nintendo besties.

[A]

DoorDash now does two out of three food deliveries in America.

[B]

They're eating so much market share, the CEO needs a moist towelette.

[A]

Hold the napkin. But until today, DoorDash was simply a software middleman. Right? Like just an app that takes a cut with a fee.

[B]

But not anymore. DoorDash yesterday unveiled dot com their first autonomous delivery robot.

[A]

Dot. A delivery robot actually shockingly developed in house by DoorDash. Dot is kind of like a. How would you put it, Jack?

[B]

It's like R2D2, but instead of a Jedi as its master, it's got a pad tie as its master.

[A]

Well put, Jack. Well, why don't we sprinkle on some more context here, Jack, it's 2025.

[B]

We already have self driving taxis. You got Waymo, you got Tesla. Even Zoox just launched in Las Vegas.

[A]

In some parts of the country. We also already have self driving food delivery bots. Jack and I have seen them in California.

[B]

The matesbot named Serve. It's been roaming the streets of Santa Monica for like three years now.

[A]

But besties, here's what we find fascinating. DoorDash's robot has a strategic differentiator cuteness.

[B]

This stroller sized red bot is designed to look adorable.

[A]

It's got this cartoonish style that would make Bambi blush.

[B]

Now the two big headlights, they look like eyeballs and make it look like a Pixar character. I want to hug it. And the lid that you open up to grab your hot food when it gets delivered, the handle of that lid forms a perfect smile. With those eyeballs, the eyes light up with excitement if a child approaches and it makes puppy like sounds to let a human know that it's standing right next to you. In case you didn't see it now.

[A]

Basses, we jumped in T boy style to the launch video. And this robot can dodge soccer balls, yield to pedestrians, and even make small talk on the street.

[B]

It's testing right now in Arizona. It can hold up to £30 and go 20 miles an hour, which is the speed of like a D3X athlete.

[A]

Now we know what you're wondering. Regulations. Well, this robot is legal on sidewalks and the side of the road and bike paths and can stroll up the path just your front door.

[B]

And yet he's just like Uber and Lyft. Door Dash's business model becomes way more profitable if they can cut out the human driver.

[A]

And practically speaking, it's kind of a waste to use a 2 ton car just to deliver a couple tacos.

[B]

So this thing's good for the planet and it's good for profits.

[A]

Although one problem here, Jack, is you know, the last 10ft, they're going to lose out on some customers who want it to their door.

[B]

It gets pretty close, man.

[A]

So Jack, what's the takeaway for our buddies with with the food delivery robot over at DoorDash?

[B]

Cuteness is a competitive advantage because robotics is an emotional industry.

[A]

Yetis Elon's Tesla humanoid robots, they're a little bit dystopian. Elon actually calls them his legion, which is pretty intense.

[B]

Amazon's robots, they have screens instead of a face, which is just like the Demogorgon in Stranger Things.

[A]

Way more robotaxis feel soulless. And Boston Robotics robot kind of looks like the Terminator.

[B]

These are the things of nightmares, not the things of dreams.

[A]

But instead of trying to replicate the human form like Elon, Doordash's bot focuses on human emotion.

[B]

You know, they say that Star wars prepared humankind to embrace technology by making R2, D2 and C3PO so trustworthy and lovable.

[A]

I did not know they said that, Jack, but I'm glad they said that.

[B]

Well, I'm saying it.

[A]

So Instead of making dot like a human, DoorDash made dot inspired like a puppy.

[B]

In a world where people distrust and fear robotics and AI cuteness and endearment, that may be the successful strategy besties.

[A]

In the consumer robotics industry. Adorableness is a competitive advantage. Cute. Beats compute. For our second story, today is day one of the federal government shutdown. The 15th shutdown in the last 45 years.

[B]

We'll provide the historical context, who this is gonna hurt and why. This time it's different.

[A]

Ah, Yeti's American exceptionalism. We're the only country that does government shutdowns, and damn, Jack, if we do them.

[B]

Well, unfortunately, that's true. You know, everywhere else in the world, if politicians can't agree on how much to spend, then the existing spending levels just continue indefinitely.

[A]

But not here, Jack. Not, not, not, not here. And because our politicians cannot agree, we are getting our 15th federal government shutdown since 1980.

[B]

How is this going to end? Well, eventually, one party is gonna concede based on which party the public is more angry at. We've been through this before.

[A]

We've been there. But, yeah, can we please clarify? Like, what shut down and what's not shut down right now?

[B]

All right? Mandatory programs like Medicare and food stamps and public safety departments like the tsa, ice, and the military, they will not shut down.

[A]

So don't worry, you'll still get that pat down at the airport this afternoon.

[B]

And the post office and passport offices, they're gonna stay open too, because they're mostly funded by fees, not taxes.

[A]

But bureaucrats whom Americans don't depend on for their liveli, they won't get paid, and they'll be asked to stay home.

[B]

Right now, and this is going to impact the private sector, too. Just one small example is Cava, because Kava normally feeds those federal workers who are now furloughed besties.

[A]

Remember the fast casual Mediterranean restaurant Kava? They're based in D.C. they got 21 locations in the Capital District right now.

[B]

But the Department of Interior isn't stopping by for a lunch meeting bowl of hummus anytime soon.

[A]

No, they are not, Jack. So Kava's stock is down. But besties, this shutdown of the government, this time it's different in a couple very interesting ways.

[B]

Most importantly, the president dislikes much of the government and wants it to be smaller.

[A]

Now, yetis, the background here is that the Democrats, desperate to oppose Trump in their only moment of leverage, have refused to fund the government unless Republicans restore health care funding.

[B]

Because, remember, like, a trillion dollars of health care funding was cut in President Trump's big, beautiful bill.

[A]

But in the last few days, Trump has seemed to welcome the shutdown. You see, for him, it could a form of DOGE 2.0 in a certain way.

[B]

For the last couple weeks, he's been threatening that he will use the shutdown to eliminate programs and lay off government workers in departments he doesn't like.

[A]

Plus, interestingly, the Department of Labor won't announce or publish economic data while the government is shut down, including the jobs.

[B]

Report, which is scheduled for this Friday and tells us the unemployment rate.

[A]

So add it all up, Estes, and the president thinks that he has unusual leverage in this particular government shutdown against Democrats.

[B]

But there is one exception, and that exception is working in the fields of Iowa right now.

[A]

So, Jack, what's the takeaway for our buddies who are everyone watching the shutdown?

[B]

The Americans most in need of government right now are soybean farmers.

[A]

Yetis, President Trump has made his most public punches in this trade war against China.

[B]

It seems like China hasn't really punched back, but it has. Yeah, they've retaliated in a powerful way that you probably haven't noticed. They have boycotted American soybeans, which is a big deal.

[A]

You see, Eddies, last year, China bought $12.6 billion of soybeans from our American farmers. But check, how many soybeans has China purchased since May?

[B]

Zero. They've switched their entire soybean consumption from American soybeans to Argentina.

[A]

So our president wants to rescue soy farmers right now with a bailout because they are the top trade war victims these days.

[B]

But it seems he can't help soybean farmers without congressional action and a functioning Department of Agriculture.

[A]

So, Yetis, this 15th government shutdown. It's different because the president will use it to cut programs that he doesn't like.

[B]

But he does like farmers who need a functioning government to get rescued from the trade war.

[A]

Now, a quick word from our sponsor.

[B]

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[A]

Yetis, are you a witch? Or a ghost? Or maybe are you an elf?

[B]

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[A]

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Ziprecruiter the smartest way to Hire Audible Yetis I just listened to a wild audiobook on my flight back to New York. Here's what it's called. Gods of New York.

[B]

It's about four men. The four men who ruled New York City the year that you were born.

[A]

Nick I gotta give my parents credit, Jack. New York in 1988 was insane. It was like mob bosses, gang fights, and all these subway cars covered in graffiti. It's like seeing how the city was run when my mom was, like, pregnant with me. I'm blown away by this whole new imagination.

[B]

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[A]

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[A]

Yeah, last night while I was doing the dishes Jack, I listened to a story about the abysmal late 1980s New York Yankees.

[B]

Yeah, I feel bad for your dad. At least the Giants were winning back then.

[A]

Besties. There is more to imagine when you listen.

[B]

Sign up for a free 30 day audible trial and your first audiobook is free. So visit audible.comtboy.

[A]

For our third and final story. Etsy, the online arts and crafts marketplace, its stock jumped 16% on Monday after a partnership with ChatGPT because you can.

[B]

Now shop directly on chat, which creates an entirely new business model. We call it B to A.

[A]

B to A. But yetis, this story really begins last month when we told you about the huge surprise from ChatGPT. What was it, Jack?

[B]

According to their data, a majority of users are now women.

[A]

And they got 700 million monthly users right now on ChatGPT.

[B]

ChatGPT also just launched this week their first marketing campaign. And guess what? It features moms who use CHAT as like a household assistant, basically, as mom would.

[A]

But the newest move by ChatGPT may be their most mom approved one yet.

[B]

Because Chat just launched a direct shopping service, starting with Etsy.

[A]

Etsy. And Jack, why are our buddies at Etsy mom approved over there?

[B]

Well, they're the online craft goods marketplace whose sellers are 86% female.

[A]

Etsy, the home of that handcrafted mason jar you saw at every wedding rehearsal from 2016 to 2019.

[B]

If it's macrame, it's Etsy.

[A]

Yetis the biggest surprise with ChatGPT jumped up their stock 16% as OpenAI gave its first e commerce rose to Etsy.

[B]

But what is this news really? Nick and I are seeing that this is an AI shopping agent that will do your online shopping for you.

[A]

Okay, but Jack, what does this really mean if we now live in a world with AI shopping agents?

[B]

It means you might never visit Etsy.com again or eventually any website.

[A]

This may kill the website. So let's like jump in t boy style and explain how this would go down. Jack, like housewarming party. I went to Lucy and Peter's the other day. They have a new house. I needed to bring a gift. I like to bring cake, but Molly said we needed to bring something permanent.

[B]

So you asked ChatGPT for a housewarming gift? Here was Chat's response. I found a selection of warm ceramic ideas just for you.

[A]

So then chatgpt in the chat will show you a bowl, a dish, hand thrown vases, Etsy options that are like a crafty concierge.

[B]

It knows your style already. And these Warm beige bowls are perfect for Peter and Lucy.

[A]

Okay, but here's the key, Jack. To buy that pottery, you don't leave. ChatGPT.

[B]

Chat has built the pipes to handle the payment and process the transaction.

[A]

Now here's the business context. OpenAI. They're getting in on the action here. They're getting a commission if we purchase that vase from Etsy.

[B]

Nice new revenue stream to pay for their trillions of dollars of data servers they're building.

[A]

And the financial processing of my payment, that'll be done by a different company that's actually handled by Stripe.

[B]

Etsy gets a piece of the action too. And the rest of the money goes to the Minnesota mom who loves macrame but is side hustling in hand thrown ceramic bowls.

[A]

But besties, If AI chatbots can find out what you want to buy and sell it to you there in the chat, maybe you stop going to the.

[B]

Sites, you'll stop visiting websites. If you need handcrafted stuff in the future, you'll just use chat.

[A]

Although I know you wanted to say macrame right there, Jack. So, Jack, what's the takeaway for our buddies over at etsy?

[B]

We have B2B and B2C. Prepare for B2A business to AI yetis.

[A]

As you learn in business school, there are two main types of business models. One is B2B and the other is B2C.

[B]

B2B is business to business, you sell to other companies. B2C is business to consumers. You sell to regular people.

[A]

But Jack and I think a new form of business model is emerging and we call it B to a business to artificial intelligence.

[B]

Because what Etsy is really doing here is selling to AI in order to sell to you.

[A]

Yeah. Etsy now has an incentive, as Jack just described, to market online, not to human shoppers, but to AI shopping agents.

[B]

And if AI bots control consumer decisions in the future, then AI bots are who you need to market to.

[A]

That means a whole different business model with a whole different focus. Not B2B.

[B]

Not B2C.B to a business to artificial chatbots.

[A]

Jack, could you whip up the takeaways.

[B]

For us for ceviche Wednesday, DoorDash launched DOT, their autonomous delivery robot that looks like a Pixar movie.

[A]

Because in the consumer robotics industry, cuteness is a competitive advantage. Cute beats compute.

[B]

For our second story, America's 15th government shutdown since 1980 begins today. Yeah, and willing to lay off workers. Trump has an advantage this time.

[A]

But the Americans most in need of government right now, it's soybean farmers.

[B]

And our third and final story. You can buy Etsy products directly on ChatGPT. There's no reason anymore to visit Etsy.com.

[A]

And it's a whole new business model. Not B2B and not B2C. We call it B to A.

[B]

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

[A]

First, the stock market. It's at an all time high and you know what that means. More private companies want to go public with an ipo. Tap the market while it's hot.

[B]

Jennifer Garner, the actress also has a baby food company called Once Upon a Farm that just filed to ipo.

[A]

Wealthfront, they're jumping on the fintech boom. And they also just filed to ipo.

[B]

And Beta Technologies, an electric airplane startup based in Burlington, Vermont filed to go public too.

[A]

Everyone is gonna IPO dibs on the ticker symbol T boy, by the way. And second, President Trump announced a surprise deal with Pfize to sell drugs to Medicaid at European prices.

[B]

Wouldn't that be nice? After all, American developed drugs are priced three times higher in the United States than the same exact drugs are in Europe.

[A]

Now the administration is branding the website Trump RX so that the President gets credit for it. And the pharmaceutical companies will now use this website to sell drugs direct to consumer.

[B]

Because it's actually the middlemen in the pharmaceutical industry that cause some of the gigantic prices we have to pay.

[A]

And finally, a record scratch moment on Wall Street. Spot CEO and founder Daniel Ek just announced he's stepping down. Out of nowhere. He's leaving the band.

[B]

After 19 years of leading Spotify out of Sweden, the stock is near an all time high, worth $140 billion.

[A]

Shares fell 7% on the surprise news, which is kind of just a compliment to Daniel Ek.

[B]

Although he's stepping, he's not really stepping down, he's stepping up.

[A]

Yeah, yeah, yeah.

[B]

Because he's now gonna be the CEO's boss. He's the chairman of the board.

[A]

Yeah, he's not the lead singer, but he's managing the band. Now. Time for the best fact yet. This one sent in by Deborah from lovely Seattle yesterday.

[B]

We said, actually Nick said the word clout like four or five times.

[A]

I like saying that, which means, you.

[B]

Know, having power or influence.

[A]

But Deborah points out that there is an Arabic word that is similar to clout called wasta. It doesn't have a direct translation in English, but it basically means a lot of clout.

[B]

Let's use it in a sentence. Nick, how did you get that 7:30 restaurant on Friday night at La Bernardin? It's impossible.

[A]

Well, Jack, I got the reservation.

[B]

Cause I got wasta not possible pasta. Wasta.

[A]

If you know now you know. Yetis, you look fantastic for ceviche Wednesday. And happy Q4 to everyone listening right now. Right? No, no, no.

[B]

Close your books before you buy.

[A]

All right, so Jack's still gotta serve up some publicly traded poetry for us. If there is a company that you want to be his muse, please drop it in the comments and Jack will be inspired by it.

[B]

That's a great idea. I will write a poem based on the most loved comment on Spotify. And it's gonna be a great poem. I promise not to use AI.

[A]

Jack's gonna craft this one from the heart. So leave your comments yetis, and we'll see you tomorrow. And before we go, a happy birthday to Yeti Oliver Montilla celebrating 10 years in Orlando, Florida. Tennis playing while coding.

[B]

And congratulations to Sam Nanjia in Houston, Texas, who just launched valuj Genius evaluation business.

[A]

And congratulations on the new job to Carol Lukasovich Danzy in Essex, the United Kingdom. Carol from accounting is moving on to financial controller.

[B]

And congratulations to my buddy Brett Benebattini in Rochester Hills, Michigan, who passed his fourth and final CPA exam and is now starting a new accounting job.

[A]

You know what that means. J, this is Jack.

[B]

I own stock of Amazon, Cava and Ford. Nick owns stock of Nike, and we both own stock of Spotify and Apple. I hope it's not Occidental Petroleum.

[A]

Palantir. Good luck with that love poem to Palantir, Jack.

[B]

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 Podcast Podcasts.

[A]

Prime members can listen ad free on Amazon Music.

[B]

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

[A]

Get to know you.

[D]

Not great with finances.

[B]

That's okay.

[D]

Experian is your big financial friend. Explore credit card offers, some labeled no ding decline, which means if you're not approved, they won't hurt your credit scores. See experian.com for details. Applying for no Ding decline Cars won't hurt your credit scores if you aren't initially approved. 2025 Experian.

[A]

Experian.