👠 “Devil Wears Zara” — Miranda Priestly’s sellout. Eli Lilly’s GLP win. Disney’s AI Prompt Pressure. +Venmo4sale

Summary

Podcast Summary: The Best One Yet

Episode Title: 👠 "Devil Wears Zara" — Miranda Priestly’s sellout. Eli Lilly’s GLP win. Disney’s AI Prompt Pressure. +Venmo4sale
Hosts: Jack Crivici-Kramer & Nick Martell
Release Date: May 4, 2026
Episode Duration: ~26 minutes

---

Main Theme / Purpose

In this episode, Nick and Jack break down three major pop-business stories:

1. The commercialization of The Devil Wears Prada 2 and the parallel "sellout" moment for the Met Gala
2. The dominance of Eli Lilly in the booming GLP-1 weight loss drug market, potentially making it the next $1 trillion company
3. Disney’s push for company-wide AI adoption through gamification, ushering in a new era of “prompt pressure” at work

Their trademark quick wit, pop-culture asides, and Yeti (listener) shout-outs blend humor and insight for easy-to-digest business news.

---

Story #1: The Devil Wears Prada 2 & the Met Gala – "Selling Out" in Movies vs. Reality

Segment Start: [05:25]

Key Points

The Devil Wears Prada 2:

• 20 years after the original, the much-anticipated sequel “doesn’t stink”—it smashed the original’s opening weekend box office ([06:05]).
• The plot creatively tackles the fall of print journalism, and the film boasts the same cast, director, and screenwriter as the 2006 classic ([06:24]).
• Meryl Streep’s boss move: She refused to return unless the studio paid her double her original fee.
  “Meryl Streep, who has the most Oscars of all time...refused to do this sequel unless the studio paid her double what they paid her from the original.” — Jack ([06:41])
• Massive product placement in the film leads to a new nickname: “Devil Wears Zara.”
  “Is this the Devil Wears…or is it the Devil Wears Zara, Neutrogena and drinks Coca Cola?” — Jack ([07:03])
• Sponcon (sponsored content) is at an all-time high. The list of product partners in the film is comically long, extending beyond fashion to drugstores and tech ([07:31]).
• Context: Stranger Things had 140 product placements and $25M in revenue from one season ([07:55]).

The Met Gala:

• The real-life fashion spectacle, also happening this week, faces a “sellout” of a different kind.
• Notable Pairing: The new Vogue cover features actual Anna Wintour (the real Miranda Priestley) and Meryl Streep, blurring art and reality ([08:36]).
• For the first time ever, ticket demand is insufficient:
  “For the first time, the Met Gala, usually the hottest ticket in town...had to drop the prices to fill the seats.” — Jack ([10:10])
• The event’s “selling out” is attributed to commercialization and the appointment of Jeff Bezos and Lauren Sanchez as honorary co-chairs, shifting it from aspirational to political ([09:52], [09:57]).

Takeaway

“Selling out for fiction is different than selling out in reality.” — Jack ([09:22])

• Big, bold product placement can boost a movie, but when real life events seem too commercial, it turns away core audiences. Met Gala’s new reality: it’s “selling out” by association—causing it not to sell out.

---

Story #2: Eli Lilly and the GLP-1 Revolution – The Next $1 Trillion Company?

Segment Start: [10:38]

Key Points

How Popular Are GLP-1 Weight Loss Drugs?

• New data shows rapid adoption; 12% of Americans use GLP-1s, with usage doubling in the past year ([12:14]).
• Demographics: 15% of women and 9% of men use them; Gen X and Boomers are the biggest users ([12:20]).
• Network effect: “37% of us have a friend or family member using one” ([12:28]).
• Breakthroughs have turbocharged growth:
  • The Pill: No more needles—GLP-1s can now be taken orally ([12:41]).
  • The Price: Drugs as low as $25/month with insurance, down from $1,000/month in 2022 ([12:50]).
  • “Ozempic has gone from a Louis Vuitton store price to a Walmart shelf price.” — Nick ([13:05])

Eli Lilly’s Winning Formula

• Once dominated by Novo Nordisk (Ozempic, Wegovy), now Eli Lilly’s Mounjaro and Zepbound lead the U.S. market ([14:11]).
• Market share: Eli Lilly owns 60% of the U.S. GLP-1 market ([14:20]).
• Growth: Revenue up 56% last quarter, now valued at $913B (threefold in three years) ([14:26], [14:31]).

The Keys to Victory

• Insurance coverage, scaled manufacturing, and solid marketing ([14:46]).
• “Eli Lilly is the next 1 trillion dollar company because your weight loss is their profit gain.” — Jack ([13:49])
• “If Batman asks, Rachel, ‘where are the drugs?’ The answer is with Elli—they’re in Indiana.” — Jack & Nick ([14:58–15:02])

Takeaway

The pill format and greater affordability will make GLP-1s the most popular drug ever. Eli Lilly has done the “blocking and tackling” better, setting it up as America’s next mega-cap company.

---

Story #3: Disney’s Prompt Pressure – AI Streaks, Leaderboards, & Workplace Gamification

Segment Start: [17:04]

Key Points

Big Tech’s AI Spending—But Why Disney?

• Tech giants are spending $1 trillion on data centers in 2026, driving a new AI “gold rush” ([17:24])
• Meanwhile, Disney’s internal AI push stands out for its creative implementation.

Gamification—Not Just Encouragement, But Pressure

• Disney uses employee streaks: Days in a row using company AI tools ([18:34]).
  • “Disney is tracking how many days in a row you are using their AI tools if you work there, like Duolingo or Snapchat.” — Jack ([18:40])
• Leaderboards: Publicly lists which employees are most active with AI ([18:53]).
  • “Carol from accounting used ChatGPT every single day since January 2025.” — Jack ([18:57])
• Badges: Special digital stickers for AI milestones; increasing workplace FOMO ([19:06])
  • “Jack looks like Frank in finance got a Maximum Vibes sticker because he’s been on Claude for eight hours today.” — Nick ([19:11])
• Not mandatory—yet. But strong internal pressure as Disney tries to recoup big AI investments ([19:17]).

Prompt Pressure Goes Mainstream

• Some companies require employees to use all their allocated AI budget, blending personal productivity and cost control ([20:12]).
  • “At my wife’s venture capital firm, they’re given a $1,000 budget each month to use AI and they have to use that budget.” — Nick ([20:12])
• “Office now has prompt pressure. It’s like peer pressure, but the pressure to use AI and to prompt away your job.” — Jack ([20:30])

Takeaway

Gamified AI adoption is no longer encouragement—it’s baked-in pressure at work. “Prompt pressure” will become more common as companies chase higher productivity from huge AI investments ([20:43]).

---

Notable Quotes & Moments

• “Meryl Streep, who has the most Oscars of all time, ... refused to do this sequel unless the studio paid her double what they paid her from the original.” — Jack ([06:41])
• “Is this the Devil Wears…or is it the Devil Wears Zara, Neutrogena and drinks Coca Cola?” — Jack ([07:03])
• “Ozempic has gone from a Louis Vuitton store price to a Walmart shelf price.” — Nick ([13:05])
• “Selling out for fiction is different than selling out in reality.” — Jack ([09:22])
• “AI High school had peer pressure. The office now has prompt pressure.” — Jack ([19:57])
• Cultural reference: “If Batman asks, Rachel, ‘where are the drugs?’ The answer is with Elli—they’re in Indiana.”* — Jack & Nick ([14:58–15:02])

---

Additional Highlights & “What Else You Need to Know”

[21:31] Rapid Fire Biz Updates:

• Uber launches hotel booking—Expedia and Airbnb stock falls ([21:31])
• Roblox loses 12 million users after strictly enforcing a 13+ policy via selfie video age checks ([22:04])
• Sign of the times: San Francisco homeowner selling for pre-IPO Anthropic AI stock, not cash ([22:41–22:53])

[23:03] TBOY Trivia:
If you invested $10,000 in Berkshire Hathaway 61 years ago, how much would it be worth today? Closest guess wins a shoutout.

---

Episode Timestamps (Content Segments)

| Time | Segment | |---------|----------------------------------------------| | 00:01 | Intro & banter | | 05:25 | Story 1: Devil Wears Prada 2 & the Met Gala | | 10:38 | Story 2: Eli Lilly’s GLP-1 breakthrough | | 17:04 | Story 3: Disney's AI "prompt pressure" | | 21:31 | News round-up: Uber, Roblox, Anthropic | | 23:03 | TBOY Trivia |

---

Language & Tone

• Light-hearted, conversational, full of pop-culture and business puns
• Balanced blend of friendly Yeti shout-outs and sharp business analysis
• Quotable, conversational explanations: always focused on making each story memorable and fun

---

Summary Takeaways

Selling Out: Blockbuster movie sequels can cash in via product placement, but in real life (e.g., Met Gala) excessive commercialization can erode community, causing true “sellout” moments.

GLP-1 Boom: With new pill forms and falling prices, GLP-1 drugs are set to become the most popular pharmaceuticals ever, propelling Eli Lilly toward mega-cap status.

Prompt Pressure: Disney’s office gamifies AI to the max, showing how AI “prompt pressure” will soon be part of every white-collar job—whether you like it or not.

---

For Yeti listeners and newcomers alike, this episode is a brisk, insightful journey through the intersection of business, culture, and the new workplace tech realities.

Transcript

[Jack]

This is Nick, this is Jack.

[Nick]

Welcome back. It is Monday, May 4, and today's pod is the best one yet. This is a T, boy. The top three pop business news stories

[Jack]

you need to know today.

[Nick]

Still full, Jack. Still full over here, man.

[Jack]

Yetis. Nick told me this morning that he had a 19 course dinner this weekend.

[Nick]

Actually, 23 courses.

[Jack]

The restaurant's called Kiln, which makes sense. Cause isn't that like an oven for clay that takes 24 hours to digest?

[Nick]

Somewhere between the creamed halibut and the edible moss, I had to take a tap out break for a few minutes.

[Jack]

I hope you buy now, pay later to that thing.

[Nick]

Well, I haven't eaten in three days, but we've got three fantastic stories, so may the fourth be with you and Jack. Let's hit our three stories. What do we got on the pod

[Jack]

for our first story? Today is the biggest day of the year for fashion, The Devil Wears Prada 2 and the Met Gala.

[Nick]

But one of them is sold out. The other is a sellout for our second story.

[Jack]

According to the data, someone you texted today uses GLP1 weight loss drugs.

[Nick]

Ozempic's having a second revolution, but it's actually not Ozempic at all.

[Jack]

Third and final story. Streaks, Leaderboards. Max badges. The new rule. If you work at Disney, you better use AI.

[Nick]

And it's all part of a new thing at work. Prepare for prompt pressure.

[Jack]

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

[Nick]

Love the mix of stories today. What a mix.

[Jack]

Jack, few brands define the millennial post college experience quite like Venmo Vezzies.

[Nick]

If you haven't Venmoed an avocado toast after a soul cycle in your allbirds. Well, are you even 35 emoji or.

[Jack]

It didn't happen.

[Nick]

But yet he's one.

[Jack]

While Venmo did become a verb, Venmo has lost its mojo. So last week we shared the news with you that PayPal is separating off the Venmo business, probably to sell it.

[Nick]

And so we asked you who should

[Jack]

buy Venmo and we got so many suggestions, we're sharing them here.

[Nick]

So many ideas, we gotta share these. What do we got, Jack?

[Jack]

Apple should buy Venmo to make Apple pay.

[Nick]

A peer to peer profit puppy.

[Jack]

JP Morgan.

[Nick]

Kill Zell, Save Venmo.

[Jack]

Starbucks.

[Nick]

Faster Venmo for your Frappuccino.

[Jack]

Amazon.

[Nick]

It's quicker than a one click checkout. How about the Gap? No cashier. Venmo from the dressing room. Uber become a super app. The Olive Garden you can pre split the meal with six buddies right now. Zillow a lot faster to Venmo for that condo. TikTok to send cast your favorite creator and doordash Venmo. A burrito emoji. Get a burrito delivery.

[Jack]

Wonderful ideas, Yetis, but honestly, we think Elon Zuck or Larry Ellison's Nepo CEO son is gonna end up buying Venmo.

[Nick]

Unless Mr. Beast buys Venmo just for the YouTube video. Jack.

[Jack]

Just for the likes.

[Nick]

Your move, Oprah.

[Jack]

Your move.

[Nick]

Who's gonna Venmo for Venmo? Jack, let's hit our mystery.

[Announcer]

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

[Nick]

show

[Announcer]

Start the show.

[Nick]

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

[Jack]

Monarch.

[Nick]

All right, Yetis, you're never gonna be able to guess how many accounts Jack has linked to monarch.

[Jack]

31.

[Nick]

Are there even that many, like, financial products out there? Yetis, he's got credit cards, checking accounts, brokerage Accounts, Retirement Accounts, 529 College savings

[Jack]

accounts for each kid. And my nieces and nephews. Nick.

[Nick]

Okay, I'm rounding up. Does that get us to 31? Where are we?

[Jack]

Don't forget my mortgage, my house, the car I own. They're all linked. And all their values in Monarch.

[Nick]

You see, besties. Jack actually linked everything to Monarch one year ago during a little bit of spring cleaning.

[Jack]

Until I used Monarch, I had a very messy, very chaotic spreadsheet. But now they're clean, synced, and automatic.

[Nick]

Basically, Jack went full Marie Kondo on his finances. And he did it with Monarch, which can do your financial spring cleaning for you.

[Jack]

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[Nick]

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[Jack]

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[Nick]

That's 50% off your first year at monarch.com with code T. Boy.

[Jack]

ZipRecruiter.

[Nick]

Yeti's the Devil Wears Prada. The reason Miranda Priestley was perfect as editor in chief of Runway. It wasn't just her skills, it was her passion. That cerulean monologue. Oh, that was so good.

[Jack]

Silk runs through her veins, Nick.

[Nick]

Her blood type is cashmere.

[Jack]

Jack, if you're hiring, you want a candidate who's passionate about your role. But you can't get that insight from a resume unless you post your job in ZipRecruiter.

[Nick]

And now you can try it for free at ZipRecruiter.com T boy ZipRecruiter's powerful

[Jack]

matching technology finds qualified candidates quickly.

[Nick]

And ZipRecruiter has a new feature that shows you the most interested qualified candidates first, so you meet the right people faster.

[Jack]

Instead of waiting for someone to find your job listing. ZipRecruiter does the finding for you, searching through its database of millions of job seekers.

[Nick]

And one of them is your Miranda. Find her before someone else does with some ZipRecruiter.

[Jack]

Find candidates who really want your job on ZipRecruiter.

[Nick]

Four out of five employers who post on ZipRecruiter get a qualified candidate in the first day.

[Jack]

Try it for free at ZipRecruiter.com tboi that's ZipRecruiter.com tboy Meet your match on ZipRecruiter

[Nick]

for our first story. By all means, Jack, move at a glacial pace because the Devil wears Prada 2 had a great opening weekend. And the real life equivalent the Met Gala is is tonight.

[Jack]

One is selling out, though. The other is just a sellout. We'll explain why.

[Nick]

Yes, we will. But yetis. Funny thing Jack and I noticed recently, getting a lot of sequels of classic movies finally arriving 20 years later.

[Jack]

Sequels we've been dying for and waiting for. But then when they arrive, we're super disappointed by them.

[Nick]

It's like the 20 year rule of nostalgia at the box office. It got Zoolander 2, Super Troopers 2, Happy Gilmore. Yeah, 2.

[Jack]

They all kind of stunk though.

[Nick]

Oh, Fast and the Furious 48. Yeah, also kind of stunk.

[Jack]

Now, we haven't seen the devil wears Prada 2 yet, but 20 years later, the box office numbers suggest this one doesn't stink.

[Nick]

Gird your loins, besties. Because the plot of the Devil wears Prada 2 actually focuses on the demise of print journalism.

[Jack]

So, Nick, this could be a thoughtful, clever, timely sequel that we've been waiting 20 years for.

[Nick]

The Devil Wears Prada 2 could be worthy of wearing cerulean blue.

[Jack]

The movie has the same cast, director and screenwriter as the original movie. And guess what? It's already beat the original movie at the box office in Just the first weekend.

[Nick]

Plus, what about the latest boss move from our buddy Meryl Streep?

[Jack]

Meryl Streep, who has the most Oscars of all time, by the way, Great fact, refused to do this sequel unless the studio paid her double what they paid her from the original.

[Nick]

Stanley Tucci spat out his capris when he heard that one Moran lapriese Lee

[Jack]

would approve of that kind of contract negotiation.

[Nick]

Yes, she would. But she would probably not approve of the gaudy product placement of the Devil Wears Prada too.

[Jack]

Cause is this the Devil Wears or is it the Devil Wears Zara Neutrogena and drinks Coca Cola?

[Nick]

You see, Yetis, the Devil Wears Prada 2, produced by Disney, is guilty of something called sponcon.

[Jack]

Sponcon. Sponsored content and there was way too much of it in this movie.

[Nick]

You see, they were determined to make not just box office revenue, but also in film product placement revenue and out of film collab revenue.

[Jack]

What brands partnered with the Devil Wears Prada ii? What brands didn't partner with the Devil Wears Product two?

[Nick]

All right, let's move out the whiteboard. You got l', Oreal, Smart Water, Diet Coke, Starbucks, Samsung, Tresmme, Javaiyana's Grey Goose, Google, Mercedes, Tiffany, Dior, Valentino, Walmart, and Old Navy.

[Jack]

Just for the record, we did not speed up that audio. That was Nick's actual speed. But you forgot Tweezerman, the tweezer company, they have a Devil Wears Prada 2 nail clipper on sale right now.

[Nick]

We couldn't make this up. In fact, if you sprinkle on more context, product placements are all time high in right now.

[Jack]

The latest season of Stranger Things on Netflix actually had 140 paid product placements.

[Nick]

We repeat, Netflix brought in $25 million in product placements in revenue for just that one TV show.

[Jack]

But pause the pod. This is interesting. The movie sold out as much as possible with all those product placements. It was tough to watch and yet it was still a sellout at the box office.

[Nick]

But Jack, there's also a real life version of Miranda Priestley we should point out. And her name is Anna Wintour.

[Jack]

Anna Wintour, the editor in chief of Vogue magazine until just last year.

[Nick]

In fact, the COVID of this month's Vogue magazine arriving on your doorstep right now hypes the movie with this concept. When Miranda Met Anna.

[Jack]

It's the COVID of the magazine right now it's Anna Wintour sitting beside Meryl Streep, photographed by famous photographer Annie Leibowitz.

[Nick]

What we're saying, besties, is the Fictional Miranda Priestly and the real Miranda Priestly are on the real Runway magazine. Vogue. Captured by the best photographer in the world.

[Jack]

Life imitates art. Well, the movie and the real subject of the movie are together right now.

[Nick]

But besties. This is what we find fascinating. Despite what feels like a perfect storm of hype, the Met Gala is not sold out this year as of this recording.

[Jack]

And not even the most precocious assistant of Anna Wintour can fix this problem.

[Nick]

No hatha hate here, baby. Florals for spring. Groundbreaking. So, Jack, what's the takeaway for our buddies over at the Met Gala? And the Devil Wears Prada, too.

[Jack]

Selling out for fiction is different than selling out in reality.

[Nick]

Ah, the Met Gala Yetis. It is a fundraiser for the Metropolitan Museum of Art's Costume Institute in New York city. Hosted since 1995 by the legendary Anna

[Jack]

Wintour, it's become the super bowl for the fashion industry. And it's tonight. It's always the first Monday in May.

[Nick]

And Anna Wintour of Vogue is the grandmaster. She's in charge of the invite list and the seating charts for these $75,000 a seat tickets.

[Jack]

She's still in charge of the Met Gala, despite stepping down last year from Vogue magazine.

[Nick]

Okay, but, Jack, this year, Jeff Bezos and his new wife, Lauren Sanchez, they are the honorary co chairs.

[Jack]

And with a controversial billionaire at the top of the ticket, this event has switched this year from aspiration to political association.

[Nick]

And according to insiders, for the very first time, the demand just isn't there to attend.

[Jack]

As a result, for the first time, the Met Gala, usually the hottest ticket in town, easily selling for $75,000 tickets, had to drop the prices to fill the seats.

[Nick]

So what's going on here? Well, to the fashion world, it feels like the Met Gala is selling out. Which is why it is not sold out.

[Jack]

Selling out with commercialization, that's fine. In fiction, it's a movie. Everybody's in on the plot.

[Nick]

Okay, but, Jack, it's different in reality.

[Jack]

Selling out in reality is just selling out.

[Nick]

For our second story. It's a potential Gigacorn. Two major breakthroughs for GLP1s are about to make it the most popular drug of all time.

[Jack]

And with America's Eli Lilly dominating, we're about to get the next $1 trillion company.

[Nick]

Yeah. He's like, here's the deal. Ozempic. Man, has that been a great source of content for this podcast, right, Jack,

[Jack]

last week, we covered the surprise side effect.

[Nick]

Ozempic. Bad breath. Oh, and the surprise side effect. To that surprise side effect, Jack, the

[Jack]

boom in sales of mint flavored chewing gum.

[Nick]

Yeah, we did the whole story last week. Hershey's chewing gum sales are up 8% because of bad Ozempic breath.

[Jack]

How about this, nick? A new UCSF study finds that GLP1 drugs can lead to hair loss.

[Nick]

Are we gonna see a boost in row gain pretty soon? Jack?

[Jack]

Airlines have lower fuel cost because of these weight loss drugs. Doritos have fewer customers because of them.

[Nick]

And last week we got another surprise report. Jack, buddy of ours is using GLP1. The very first buddy at your 19

[Jack]

course meal, one of your buddies had to, like, manufacture his cravings.

[Nick]

I'll have his duck. Just pass it over here, please.

[Jack]

And that's actually the first friend or family member of Nick's or mine that has told us that they use GLP1 for weight loss.

[Nick]

So Jack and I jumped in t boy style to the data about how widespread GLP1 use is in America and

[Jack]

leads to this bold claim. Is this the most popular drug of all time?

[Nick]

Not of right now. Of all time. Besties.

[Jack]

To answer that question, we're looking at three sources of data. Current data, future data, and financial data.

[Nick]

You see, the current Data comes from October 2025, Gallup survey where they ask people basically whether they use a GLP one.

[Jack]

And 12% of Americans said yes. One out of eight of us. That's twice as many as the same survey the year before.

[Nick]

15% of women and 9% of men. Yeah, they are using GLP1s right now.

[Jack]

And by the way, Gen X and boomers are the biggest users at about 20.

[Nick]

And 37% of us have a friend or family member using one of these weight loss drugs.

[Jack]

But Nick, all that data is hugely out of date.

[Nick]

Good point.

[Jack]

Because since that survey was taken, two huge breakthroughs have happened in this industry.

[Nick]

All right, whip it up. We got breakthrough number one, the pill.

[Jack]

Instead of a syringe, you can now take JLP1s as a pill.

[Nick]

You know, needles are scary. We all get it.

[Jack]

Breakthrough number two is the price.

[Nick]

Because when these drugs came out back in 2022, you're looking at 1,000 bucks a month. That's a luxury item, baby.

[Jack]

But today, Amazon's One, Eli Lilly and Novo, they each offer GLP1s as low as 25 bucks a month with insurance.

[Nick]

What we're saying besties is Ozempic has gone from a Louis Vuitton store price to a Walmart shelf price.

[Jack]

In just three years, GLP1s have dropped in price. From an expensive car lease to a Netflix subscription.

[Nick]

So the pill and the price are convenience and affordability shifts that will massively boost use.

[Jack]

So 12% of us use according to that survey. Okay, 37% of us know someone who uses. But those data are out of date.

[Nick]

So now Jack and I are thinking we'll need new data a year from now to find out if this is really the most popular drug of all time.

[Jack]

We think it will be, but right now we're jumping into the financial data. T Boy style.

[Nick]

Sorry, Advil. Sorry, Tylenol. So, Jack, what's the takeaway for our buddies over an Ozempic?

[Jack]

Eli Lilly is the next 1 trillion dollar company because your weight loss is their profit gain.

[Nick]

Yetis, the most famous GLP1 brand is Ozempic and Wegovy, invented by Europe's Novo Nordisk. Wegovy.

[Jack]

Maybe it's Wegovy.

[Nick]

I don't know. But those are no longer the number one weight loss drugs, are they, Jack? No.

[Jack]

The top selling weight loss brands now are Mounjaro and Zepbound.

[Nick]

And Eli Lilly is the maker of those two, based in Indiana. And they just announced bombshell earnings last week. The stock jumped 10%.

[Jack]

They're running away with this race like an Indy car.

[Nick]

Yeah.

[Jack]

Eli Lilly now owns 60% of the GLP1 market in America to Novo Nordisk 39.

[Nick]

Get this. Eli Lilly's revenue rose 56% last quarter. They're putting up Nvidia numbers.

[Jack]

Indianapolis is now home to a company worth $913 billion, which is three times more valuable than it was three years

[Nick]

ago because besties, Eli Lilly has done the blocking and the tackling of pharmaceuticals better than Europe's Novo Nordisk did.

[Jack]

They've gotten insurance to cover the drugs, they've scaled production of the drugs, and they're nailing the marketing of the drugs.

[Nick]

So Eli Lilly. Yeah, it's the next one trillion doll. Not a $1 billion unicorn. A $1 trillion gigacorn.

[Jack]

If Batman asks, Rachel, where are the drugs? The answer is with ill.

[Nick]

They're in Indiana because our weight loss is their profit gain. Now a quick word from our sponsor,

[Jack]

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[Nick]

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[Jack]

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[Nick]

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[Jack]

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[Jack]

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[Nick]

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[Jack]

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[Jack]

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[Nick]

HIMS yeti's once in a lifetime technologies are a big deal. You got AI, self driving cars, tallow

[Jack]

moisturizer, joking about the tallow, not putting animal fat on her skin yet.

[Nick]

But we are serious about GLP1s as a life changing technology. We've covered them on the pod with WeGovia.

[Jack]

At Hims, you can lose up to 20% of your body weight when combined with diet and exercise.

[Nick]

Plus WeGovy is the first ever GLP1 pill for weight loss, so there are no needles needed.

[Jack]

You see, it's extremely, extremely hard for me to eat some Doritos without eating the entire bag. But if I were on GLP1s, it would kill that craving, wouldn't it Nick?

[Nick]

That's right. So through hims, everything happens online. You'll connect with a licensed provider who will determine if your treatment is right for you.

[Jack]

If prescribed, your medication is delivered right to your door. No insurance necessary.

[Nick]

So besties ready to reach your goals? Visit hims.comtboy to get a personalized, affordable plan that gets you. That's h I m s.comtboy himss.comtboy Weight

[Jack]

loss by HIMSS is not available in all 50 states. WeGovy is the registered trademark of Novo Nordisk as to get started and learn more, including important safety information, WeGovy clinical study information and restrictions, visit HIMSS.com

[Nick]

for our third and final story to kick off your week. Disney's latest product is a game not for consumers though. It's for their employees. To encourage them to use AI.

[Jack]

It's the future trend coming to your office. We call it prompt pressure.

[Nick]

Oh, Yetis, last week we were telling you all about Techapalooza, weren't we Jack?

[Jack]

Five fantastically behemoth big tech companies announced their earnings.

[Nick]

Yeah, the fantastic five. Apple, Amazon, Google, Meta, Microsoft. All back to back, baby.

[Jack]

And the number one theme of those five earnings reports was capex. In fact, 10 tech companies alone will spend a combined $1 trillion on data centers this year.

[Nick]

Nah. Capital expenditures. And all that spending from AI scalers is revenue for chip and infrastructure companies.

[Jack]

That's when Nick and I realized that Zuck and his techie friends are spending more on AI than any project in world history.

[Nick]

But yetis, here's what Jack and I just cannot get out of our heads. If you really want to understand Big Tech's AI splurge, look surprisingly at Disney,

[Jack]

because the Disney office has become AI gone wild.

[Nick]

You see, Eddies, there is no cooler job title on LinkedIn in our opinion, than Imagineer.

[Jack]

Imagineer is a real job that Walt Disney has had since the beginning.

[Nick]

Basically, it's like Tinkerbell's your boss over at Disney.

[Jack]

But from the animators to the ad sales, from the engineers to the imagineers, Disney's been asking them, have you used AI today?

[Nick]

In fact, Disney so badly wants employees to use AI, they're now implementing wild gamification tactics we have not seen anywhere else.

[Jack]

First, Disney has employee streaks.

[Nick]

Disney is tracking how many days in a row you are using their AI

[Jack]

tools if you work there, like Duolingo or Snapchat.

[Nick]

But internally, 12% of Disney employees now have 10 day streaks going on AI

[Jack]

as of the recording of this pod. But it's not just streaks. There's also public leaderboards so that everyone

[Nick]

can see how you measure up with your AI using streaks. Wow.

[Jack]

Carol from accounting used ChatGPT every single day since January 2025. Nick.

[Nick]

Oh, but it's not just leaderboards, is it Jack? It's also the badges.

[Jack]

As you hit AI, use milestones, Disney will give you an AI award for everyone to see.

[Nick]

Jack looks like Frank in finance got a Maximum Vibes sticker because he's been on Claude for eight hours today.

[Jack]

It's Disney's version of Flare from Office Space. Now, Disney's not requiring employees to use AI yet, but it spent a lot of Money on Enterprise ChatGPT subscript that it wants to pay off.

[Nick]

So Disney is strongly encouraging you to use all of that AI.

[Jack]

Just like the Mafia encourages you to grant me that waste management contract.

[Nick]

Yeah, basically Moana is going up to employees and being like, hey Brad, you use up all your tokens this week. Or what?

[Jack]

Managers are micromanaging employees to encourage them to use their AI tools.

[Nick]

Add it all up, Yetis, and right now Mickey's encouraging AI with smiles. Soon he'll be enforcing it with spanking. So Jack, what's the magical takeaway for our buddies over at Disney?

[Jack]

AI High school had peer pressure. The office now has prompt pressure.

[Nick]

Yetis Some companies are fully anti AI. Many are agnostic to AI and some are encouraging you to use AI but

[Jack]

increasingly, AI isn't just encouraged by your boss. It's required.

[Nick]

Get this. At my wife's venture capital firm, they're given a $1,000 budget each month to use AI and they have to use that budget.

[Jack]

They figure, why have one Molly when we can potentially have the equivalent of two Mollys?

[Nick]

If she uses AI and they know what it'll cost. And now at Disney, we're seeing streaks, leaderboards, badges, pressure for them to use AI.

[Jack]

We call this prompt pressure. It's like peer pressure, but the pressure to use AI and to prompt away your job.

[Nick]

And Jack and I think it'll become increasingly common as companies want higher productivity as a result of their big investments in artificial intelligence.

[Jack]

No matter what your company policy, we suggest you prepare for prompt pressure.

[Nick]

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

[Jack]

The Devil wears Prada 2 did well at the box office, but the real life version of the Met Gala isn't.

[Nick]

You see, they're selling out in fiction, and then they're selling out in real life. So one of them is sold out and the other one sold out.

[Jack]

That's right. For our second story, Eli Lilly is America's king of weight loss, as it now owns 60% of the GLP1 market.

[Nick]

It's the form factor of the pill and the lower price that'll make this the most popular drug of all time.

[Jack]

And our third and final story is Disney. They're gamifying employees to maximize their use of AI.

[Nick]

We call it prompt pressure because Carol from accounting, she's just crushing that streak right now.

[Jack]

Jack, you see her on Claude, but besties. This pod's not over yet. Here's what else you need to know today.

[Nick]

First, over at Uber's product day last week, they announced hotel bookings on the Uber app.

[Jack]

Stock in Expedia and Airbnb fell on word that Uber is entering the hotel game.

[Nick]

Uber trying to become a super app for travel in every possible way.

[Jack]

In addition to Uber rides and and Uber bikes and Uber food delivery, they have Uber skiing, Uber chauffeur, Uber TaskRabbit. Basically, Uber Flying taxi.

[Nick]

Basically, Uber's big bets are all super.

[Jack]

It's funny, Uber became a verb, but now I'm, like, confused what Ubering means.

[Nick]

And second, Roblox stock tanked last week as the gaming platform lost 12 million users in three months. What's going on?

[Jack]

Well, Roblox tried to become the first company on the Internet to strictly enforce a minimum age you have to be

[Nick]

13 years old to use Roblox. So. So they now make you confirm your age by making you take a selfie video and then they guess your age based on your face in that selfie video.

[Jack]

12 million users last quarter were too young. So we appreciate Roblox trying to take age gating seriously. It's too bad it hurt the stock and got them 12 million people who are apparently 12 or under.

[Nick]

And finally, sign of the times. One San Francisco man is selling his home in exchange for only pre IPO anthropic stock.

[Jack]

The house is 13 acres in beautiful Mill Valley. But instead of cash, he's asking for anthropic stock.

[Nick]

All he wants is stock in the fastest growing major AI company before they go public. That's who he'll sell the house to.

[Jack]

Apparently the buyer is a VC or an early employee in Anthropic.

[Nick]

So enjoy the open house this week, which we assume is just Anthropic employees. Now, time for the best fact yet, which because it's Monday, means some T boy trivia. What do we got, Jack?

[Jack]

This past weekend, Berkshire Hathaway held their annual shareholder meeting in Omaha, Nebraska.

[Nick]

Jack and I call it the Coachella for Capitalism. And this was the the very first one without Warren Buffett as CEO.

[Jack]

But trivia, if you had invested $10,000 in Berkshire Hathaway when Warren Buffett had just become CEO 61 years ago, how much would that $10,000 be worth today?

[Nick]

Well, pause the pod, drop your answer in the comments. What would $10,000 invested in Warren Buffett's Berkshire Hathaway be worth today if you invested 61 years ago?

[Jack]

No cheating. And closest answer gets a shout out in tomorrow's pod.

[Nick]

Yetis, you looked fantastic to kick off the week. Jack, you're glowing over there. What's going on, my friend?

[Jack]

I'm in a. Which is sick.

[Nick]

But besties, if you got a sick idea for what should be in the background of our studios, drop it in the comments. We want to hear it.

[Jack]

We're looking for something different than Houseplant and Bookshelf, which is what every other podcast does.

[Nick]

Yeah, we're not doing a snake plant to our left. We're actually working with the designer on this, but we want to hear what you think, too. What do you want in the T Boy studio?

[Jack]

Something that'll stop the scroll and something that's on brand for the show and

[Nick]

get us ridden up in Architectural Digest. Jack and I will see you for tomorrow's piece. And before we go, happy birthday to legendary Yeti Maddox Vielman turning 10 years old in the double digits in Antigua, Guatemala.

[Jack]

Happy birthday to Annie Z up in

[Nick]

Toronto and Bailey over in lovely Los Angeles. Enjoy the birthday.

[Jack]

Happy Birthday to Vincy Wong in Hong

[Nick]

Kong and Alfred Dallamola celebrating the birthday just outside Boston.

[Jack]

Happy Birthday to Steve Ash in Philadelphia,

[Nick]

Paul and Deep T and Sachin Siwatch, a brother and sister, not twins with the same birthday celebrating in San Francisco.

[Jack]

Big shout out to the 247 Wall street team which mentioned us in their articles this week.

[Nick]

Thanks for the shout out guys and statvid, the team over in Seattle just got certified as a B Corp. Congratulations guys.

[Jack]

Happy seven year anniversary to Jake and Steve Wilhite in California and to anyone else celebrating something today. Make it a T boy.

[Nick]

Celebrate the wins.

[Jack]

This is Jack. I own stock of Amazon, Disney and Netflix. Nick owns stock of Zillow and Airbnb and we both own stock in Apple

[Nick]

the Drop by GNC Yetis the wellness space moves fast. Every day an influencer is pumping some new product, which is ironically Nate's pump product, and it'll get you huge even

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[Nick]

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[Jack]

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[Jack]

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[Nick]

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[Jack]

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[Nick]

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[Jack]

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[Nick]

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