🏎️ “Disappoinzza” — Ferrari’s $640K electric. Shibumu’s banned umbrella. Spotify’s AI SLAP. +Origami Revival

Summary

Podcast Summary: The Best One Yet

Episode: 🏎️ “Disappoinzza” — Ferrari’s $640K electric. Shibumi’s banned umbrella. Spotify’s AI SLAP. + Origami Revival
Hosts: Nick Martell & Jack Crivici-Kramer
Date: May 27, 2026

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Main Theme

In this Ceviche Wednesday edition of TBOY, Nick and Jack break down three blockbuster business headlines: Ferrari's first electric car designed by the iPhone legend, Spotify’s aggressive AI-powered content push, and how a viral beach umbrella achieved national fame through local strategy and controversy. Plus, there’s a bonus on origami’s sudden high-tech renaissance.

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Segment 1: Origami’s Silicon Valley Revival (01:38 – 02:56)

• Origami is back: Silicon Valley’s latest fixation is the ancient Japanese art of origami, enjoying a “hottest moment since Emperor Kokoku’s 50th birthday.”
• Innovation highlights:
  • Engineers and AI leaders (e.g., Sam Altman) embrace origami for creativity and problem-solving.
  • Origami inspires real product breakthroughs (e.g., folding car chassis, satellites, kayaks, beauty masks).
• Memorable exchange:
  • Nick: “Not a nerd fest. They're probably scouting for popular mechanics at these things.” (02:30)
  • Jack: “Think that makes it a nerd fest, Nick?” (02:34)
• Key Insight: The oldest hobby is spawning new tech revolutions—sometimes, innovation is about knowing when to fold (shoutout to Kenny Rogers).

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Segment 2: Ferrari’s $640K Electric Car—“The Luce” (03:25 – 09:20)

The Unveiling & Backlash

• Ferrari debuts its first electric model, the Luce, designed by Jony Ive (ex-Apple, iPhone designer).
• Wall Street’s Reaction: Stock tanks 5% ($3 billion in value lost); critics hate the design ("looks like a mouse or a Nissan").
• Notable quote:
  • Jack: “The former president of Ferrari said the car design is so bad, China’s not even going to bother to copy it.” (07:40)
• Features & Philosophy:
  • $640,000 pricetag—“two Rolls Royces, four G-Wagons or sixteen Tesla Model Ys.” (05:08)
  • Unique: First Ferrari with five seats.
  • Designed for tactile, physical control—buttons, knobs, analog clock—not screens (“festival of buttons,” 05:40; “like an airplane cockpit,” 05:51).
  • New windshield wiper design (rests vertically), new font, and a glass roof by Corning—just like an iPhone for your garage.
• Strategic Analysis:
  • Ferrari is intentionally different—designed not for traditional Ferrari diehards or current EV buyers.
  • Nick: “Ferrari can sell zero of these electric Ferraris and it will still have won.” (08:03)
  • Jack: “This Ferrari electric car is for people who otherwise weren't thinking about a Ferrari at all, but now want to make a fashion statement and a virtue signal by buying electric.” (08:25)
• Key Takeaway: By radically differentiating their EV line, Ferrari protects its classic brand while opening new audiences and building buzz, regardless of actual sales.

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Segment 3: Spotify’s AI Content Blitz—“Slap or Slop?” (09:20 – 14:12)

Product Blitz

• Spotify launches...
  • Concert ticketing (in partnership with Live Nation)—exclusive fan experiences.
  • Long-form audio articles via Condé Nast (turning unread Vanity Fair exposes into 15-minute listens).
  • Most controversial: AI-powered remix/mashup feature—“turn one song into 10,000 songs," but only for premium users/artists who opt in.
• Memorable moment:
  • Jack: “Can you imagine if when you type in Hey Jude on Spotify you don’t get the one version by the Beatles... you get 10,000 versions that are remixes by 10,000 different Spotify users. That sounds like a mess to me.” (13:17)
• Business Impact:
  • Spotify’s only prior way to upsell was ad-free music; new features offer real utility and FOMO.
  • Premium user upgrade = 43x more revenue per user ($0.30 vs. $13/month).
  • Stock up 25% after announcements.
• Core Question:
  • Does this push make Spotify a “true AI media app or the slop app, or as we call it, a slap”? (14:09)
  • Balancing creator control (artist opt-in and royalties) vs. overwhelming digital noise.
• Key Takeaway: Spotify’s gamble on AI could make it a creative powerhouse—or flood it with algorithmic junk. Maintaining trust with artists and users will decide which.

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Segment 4: Shibumi—From Beach Hit to Banned Sensation (14:12 – 18:47)

The Viral Umbrella

• What is Shibumi?
  • A minimalist, wind-powered beach canopy invented by UNC Chapel Hill alumni.
  • Sold in one two-tone blue color, $255 each, ~500,000 sold ($127M reported revenue).
• Growth Hacks Backfire:
  • Simple design led to mass knockoffs (200+ legal disputes).
  • Uniform color caused kids to get lost among same-looking umbrellas on beaches.
  • Reliance on wind means sometimes goes “limp”—solution: wind-assist (joked as “beach accessory equivalent of Viagra,” 16:49).
  • Now banned in several beach towns (space, noise complaints), which paradoxically makes it even more sought after.
• Memorable banter:
  • Jack: “Your uncle’s manspreading with two shibum... it takes up like half an acre.” (17:04)
• Marketing Engine:
  • Focused on Carolina coast first; tourists adopt, spread to home beaches (“flyer flywheel” effect).
  • Bans act as free PR.
• Key Takeaway: “If you can influence tourists, you create a flywheel.” (17:42). Viral adoption plus controversy = exponential brand spread.

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Quick Hits (19:31 – 20:49)

• Pope’s AI Manifesto: Pope Leo publishes a global AI policy (42,000 words), highlighting ethics and dignity over GDP. (19:31)
• Markets: S&P 500 breaks 7,500 points; Micron hits $1T market cap—“the stock market looks like a big bowl of nachos. It's all being driven by chips." (20:12)
• Enhanced (Steroid) Olympics: Despite all doping, only one world record fell; performance failed expectations—stock down 43%. (20:25)

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Memorable Quotes

• “Just because the power source is electric, why does an electric car have to be so digital?” — Nick, quoting Jony Ive (06:20)
• “By building a product for a new market instead of diluting the old, Ferrari makes its classic cars even more valuable.” — Jack (08:33)
• “Spotify could become the AI audio super app or the slop app. We’d call that a slap.” — Jack (19:16)

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Takeaways Recap (18:47 – 19:16)

• Ferrari: The polarizing electric launch is a feature, not a bug. They're future-proofing the brand.
• Spotify: AI music tools may transform the product—for better or for “slap.”
• Shibumi: Bans, viral adoption, and tourism have created CPG’s hottest flywheel.

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Useful Timestamps

• Origami Tech Craze: 01:38 – 02:56
• Ferrari Electric Car Deep Dive: 03:42 – 09:20
• Spotify AI & Monetization: 09:20 – 14:12
• Shibumi Beach Canopy Story: 14:12 – 18:47
• Quick Hits (Pope, S&P, Enhanced Games): 19:31 – 20:49
• Takeaways Recap: 18:47 – 19:16

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Tone & Style

• Energetic, playful, and irreverent—full of punchy analogies (“bowl of nachos,” “beach accessory equivalent to Viagra”), banter, and puns (“Disappoinzza,” “slap app”).
• Insightful but accessible; actionable takeaways for business-minded listeners.

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Listeners get three hard-hitting business lessons, a dose of fun, and trends to watch—from Ferrari’s bold shift to Spotify’s AI experimentation, to the unexpected viral journey (and controversy) of a humble beach canopy.

Transcript

[Nick]

Yetis huge news. The IPO tour, our in person offering the next three cities are about to be announced.

[Jack]

Nick, where will we be Wednesday, September 23rd?

[Nick]

Sunny San Francisco, baby.

[Jack]

Where will we be Wednesday, October 14th?

[Nick]

Just inside Boston, Massachusetts.

[Jack]

Where will we be Wednesday, November 4th

[Nick]

to finish the IPO tour in Seattle, Washington, baby.

[Jack]

Tickets go on sale this Friday, so mark your calendar.

[Nick]

To mark your calendar, San Francisco, Boston, Seattle, we can't wait to see you

[Jack]

live tickets will be in the episode description on Friday and we'll also post them on Instagram tboypod this Friday, May 29th.

[Nick]

If you know, you know. And now you know. But in the meantime, Jack, we got the best show ever. Let's hit the pod. This is Nick, this is Jack. It's Wednesday ceviche, Wednesday, May 27th. And today's pod is the best one yet. And this is a T. Boy.

[Jack]

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

[Nick]

I mean, already excited for the second half of the tour. But Jack, so what do you say we hit these three fantastic stories for

[Jack]

our first story, Ferrari revealed their first electric car. It's designed by the Apple guy and it's priced at $640,000.

[Nick]

But Wall street hated it. But we think Wall street is wrong.

[Jack]

For our second story, Spotify is letting you use AI to create remixes of their music.

[Nick]

This is not AI Slop, it's AI Slap. Jack and I will explain the difference.

[Jack]

And our third and final story is Shibumi. How how three Unc Chapel Hill guys disrupted the beach umbrella and then got banned.

[Nick]

If you saw one of these on a beach this weekend, consider yourself influenced.

[Jack]

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

[Nick]

Wow. Like we said, what a mix. No one else is doing a better mix.

[Jack]

Jack, the hot new thing in tech is the world's oldest hobby. Bestie.

[Nick]

Silicon Valley is obsessed with origami.

[Jack]

Origami, the ancient Japanese art, actually goes back 600 years.

[Nick]

Folding paper into 3D things without ever cutting with the scissors.

[Jack]

And all the rage. Silicon Valley engineers, AI people, Sam Altman, they're all doing origami by our math.

[Nick]

Hottest moment for origami since Emperor Kokoku's

[Jack]

50th birthday in Japan, they're building origami inspired unfolding satellites that launch super compact but then open up in space.

[Nick]

Volvo's Polestar brand is folding car chassis from a single sheet of steel.

[Jack]

No welding, no screws, just folds.

[Nick]

Origami unfolding umbrellas, origami portable kayaks.

[Jack]

We've seen origami beauty Masks is even hosting origami parties. It's so hot right now.

[Nick]

Not a nerd fest. They're probably scouting for popular mechanics at these things.

[Jack]

Think that makes it a nerd fest? Nick.

[Nick]

But yetis, never forget the entrepreneurial advice from country music legend Kenny Rogers. Know when to hold him.

[Jack]

Know when to fold em. And Nick, what's the name of that game where you open up like four little quadrants in the playground and then they, like pick one of them and then you have to unfold that and it's like you have a crush on Tessa or whatever.

[Nick]

Can't raise VC money without origami. Jack, let's hit our three stars.

[Guest or Additional Speaker]

Fifteen years before this song, 2 Bo 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.

[Nick]

50.

[Guest or Additional Speaker]

That's a fat tip. T boy city on your at Liz if you low you know cause we read to go. We can't wait no more so just start the show. Start the show.

[Nick]

First, a quick word from our sponsor. For our first story. Ferrari just unveiled its first ever electric car, the Lucci. And the stock it tanked.

[Jack]

We'll tell you why Wall street banks Ferrari diehards and everyone else is wrong about this E. Ferrari.

[Nick]

Oh, yet he's our favorite quote still from that deep dive episode we did on the best idea yet about Ferrari. Jack, what was the quote? It was so good.

[Jack]

Enzo Ferrari was a race car driver before he was a car manager. And he said when he started building cars. I don't build cars, I build engines.

[Nick]

But yet he's Ferrari's founder, Enzo Ferrari. He would have quit his own company

[Jack]

yesterday because Ferrari revealed their first electric model, the Luche.

[Nick]

Now, Maserati did this back in 2023. Porsche's had electric cars since 2019.

[Jack]

Ferrari is showing up fashionably late to the E Car party.

[Nick]

And that's a strategy. We've seen it before with Apple, haven't we, Jack?

[Jack]

Apple wasn't first to the smartphone, but they beat BlackBerry but by coming second. And nobody's come close ever since.

[Nick]

First mover, second shaker. But speaking of the iPhone, Jack, this first Ferrari electric vehicle, the Luche, who was it designed by?

[Jack]

It was designed by Apple's superstar designer, Jony.

[Nick]

I've the guy who did the iPhone.

[Guest or Additional Speaker]

Oh.

[Nick]

And he called up some of his business contacts from the iPhone to get them in on this Ferrari electric car

[Jack]

because they Use corning glass, just like the iPhone did for a massive glass roof of this new car.

[Nick]

Bestie's added up. The way Jack and I see it, this, this Ferrari electric car is basically the Apple iCar that we never actually got.

[Jack]

And it costs, my phone costs. Nick.

[Nick]

It's gonna put you back $640,000 for the first Ferrari electric car. Jack, can you sprinkle on the context?

[Jack]

That's two Rolls Royces, 4G wagons or 16 Tesla Model Ys, but it's arguably worth it.

[Nick]

Cause this is the first ever Ferrari with five seats inside of it so

[Jack]

you can fit your full family in there while having your midlife crisis.

[Nick]

No besties.

[Jack]

Jack and I got to see pics

[Nick]

of this thing four months ago. The first looks were in San Franc, not Milano, which was quite a signal to us.

[Jack]

Yes, it was when we covered that story a few months ago. Our takeaway is that screens are the new beepers. Because unlike other electric cars, this new Ferrari was light on screens.

[Nick]

It was like a festival of buttons. You know, every other electric vehicle out there looks like it's inspired by an old laptop.

[Jack]

It's all screen, no buttons. Futuristic vibes that honestly are kind of annoying because sometimes you just want buttons.

[Nick]

But Ferrari's electric car has tactical switches and physical controls like an airplane cockpit.

[Jack]

If you want to switch the drive mode, you have to turn enough.

[Nick]

If you need the ac, you gotta flick a switch.

[Jack]

Even the clock is a circular 12 hour analog clock.

[Nick]

Now, yes, there also is one main screen that shows you the speed, the temperature and the time.

[Jack]

But to go into turbo mode, which they call launch mode, you have to press that big red button, just like in the Mandalorian I watched this weekend, which I found to be a disappointing film.

[Nick]

Why Eddie's? Well, because as the iPhone designer Jony, I've said just because the power source is electric, why does an electric car have to be so digital?

[Jack]

Johnny. I have kind of tossed shade at Tesla for being lazy and just emulating everything Apple did. But for a car based on all

[Nick]

these buttons, the iPhone designer's Ferrari electric car actually ain't like the iPhone after all.

[Jack]

But it is in line with the key teachings of Steve Jobs to think different.

[Nick]

For example, Ferrari just reinvented the windshield wiper for the first time since the

[Jack]

Model T. You see, when these windshield wipers are in rest mode, they don't rest on the bottom of the windshield like every other car in the history of cars. They rest upward on the sides of

[Nick]

the windshield, which also makes the Car more aerodynamic. Oh, and also Ferrari invented a new font just for this vehicle.

[Jack]

Every detail of the Ferrari electric car known as the Luce is a moment of theater.

[Nick]

Add it all up and what was the reaction to this long awaited Ferrari E car?

[Jack]

A lot like a wife would react if a husband brought home a surprise Ferrari without telling her. And yes, 95% of Ferrari owners are.

[Nick]

The stock of Ferrari fell 5% yesterday. Lost 3 billion bucks in value. That's like half a lift. Analysts are worried the electric vehicle business is bad. Other brands are exiting EVs just as Ferrari entered.

[Jack]

And Ferrari fans just hate the design. They say it looks like a computer mouse or even worse, a Nissan.

[Nick]

The former president of Ferrari said the car design is so bad, China's not even going to bother to copy it. He thinks they're not even going to be interested.

[Jack]

That's quite a diss, dude.

[Nick]

It's a true story. But besties Jack and I think the critics are wrong and it's because of our takeaway. So Jack, what's the takeaway for buddies over at Ferrari?

[Jack]

Ferrari can sell zero of these electric Ferraris and it will still have one.

[Nick]

Yetis the choice to have the OG techie iPhone designer create this car was actually the critical signal.

[Jack]

It signals that this is not supposed to be at all like a typical Ferrari and it's not supposed to be at all like another electric car.

[Nick]

So the way Jack and I see it, the two groups angriest online and in the markets about the Ferrari electric car. It's not for them and it's not about them.

[Jack]

This Ferrari electric car is for people who otherwise weren't thinking about a Ferrari at all, but now want to make a fashion statement and a virtue signal by buying electric.

[Nick]

In fact, we'd argue it actually makes the conventional gas powered Ferrari and the Ferrari brand more valuable.

[Jack]

Think about it. Ford's electric pickup truck. It looks just like the regular Ford F150. Cadillac's Lyriq SUV. It looks just like other Cadillac SUVs.

[Nick]

But Bestie's Ferrari said no, we're not going to dilute the great gas product we already have. We're going to make something that looks totally different, that doesn't affect the legacy business who are never going to buy an electric car from us anyway.

[Jack]

Add it all up and Ferrari now has two business lines. They have Ferraris and something completely different. The electric Ferrari.

[Nick]

Plus, Jack, the publicity from years of buildup to the final luxury electric vehicle that is incalculable.

[Jack]

I think this is the last first electric car we'll ever see.

[Nick]

I like the way you put it, Jack.

[Jack]

Besties.

[Nick]

That is why Ferrari can sell 0 of this electric car and still have won the game. For our second story. Spotify needs its own talent agent. Spotify is on a new product rampage. Concert tickets, magazine articles, fan made AI music, they all just got announced.

[Jack]

These updates boosted Spotify stock, but they could turn the app accidentally into a slap.

[Nick]

But Jack, pause the pod. Spotify needs its own Spotify wrapped just

[Jack]

for the last week because they announced so much in the last seven days.

[Nick]

Okay, the annual investor Day. They launched a partnership with Live Nation for concert tickets.

[Jack]

Through Spotify, artists can now reserve two tickets for the Spotify user who listens to the most minutes of their music if that concert is produced by Live Nation.

[Nick]

Now if that goes well, they'll expand it and Spotify could actually become a ticketing app.

[Jack]

Could Spotify become the next Ticketmaster?

[Nick]

Maybe you heard it here first. Yesterday, Spotify also announced a deal with Conde Nast Audio. Long form articles.

[Jack]

You know that 7,000 word expose in vanity Fair that you have a separate tab open to and minimized on your computer. And you're like, eventually I'm gonna read this. I'm gonna read it next weekend, I'm gonna read it next month. I'm gonna read it next year.

[Nick]

I made a calendar, invite him to it.

[Jack]

Well, now that article is a, I don't know, 15 minute audio episode, like an audiobook. And you can listen on Spotify.

[Nick]

Okay, I was never gonna read it, but besties. What Jack and I have noticed is that the are often the most controversial new things at first.

[Jack]

And that would be Spotify's partnership with Universal Music Group for AI music remixes, basically AI art.

[Nick]

So Jack, to explain this, let's start with some trivia. What is the greatest musical mashup of all time?

[Jack]

That would be bittersweet dirt off your shoulder, which was launched right around when we went to college.

[Nick]

Well, Spotify will now let you create remixes and mashups just like that using AI basically turn you into a robo,

[Jack]

Dr. Dre or Noah Khan, but less depressing. You could type that into Spotify and they'll produce that, but only if Noah Khan opts into this program.

[Nick]

Why so many songs about sticks? Noah, write about branches. Write about flowers. Come on, man.

[Jack]

Now the launch date is TBD and it's only gonna be for premium subscribers who pay an additional add on like five bucks per month.

[Nick]

And we should point out the artist must opt in for AI to remix all their Music and I don't think

[Jack]

Noah Khan's gonna opt in. But artists who don't opt in, they're going to miss out on new potential royalties from the new revenue pool from Spotify.

[Nick]

So besties Jack and I dove in T boy style to the financials and our first thought these new features could be huge for the stock.

[Jack]

For years, the only trick Spotify has had to get their 400 million plus free users to upgrade to premium. The only value prop has been you

[Nick]

can avoid ads, pay us more money and you'll hear less ads.

[Jack]

And that's not that compelling. So there's still been 400 million free users and Spotify just makes 30 cents a month on those free users through ads.

[Nick]

That's right. If you don't pay for Spotify premium, Spotify makes just 30 cents a month off ya.

[Jack]

So Spotify wants you to upgrade. That's why they launched new concert tickets and new AI music features only for premium subscribers.

[Nick]

And here's where you get the Getting1 subscriber to upgrade to premium increases Spotify's revenue on that subscriber by 8.

[Jack]

Spotify goes from making 30 cents a month on ads through you to making 13 bucks a month from you.

[Nick]

So Spotify stock has surged 25% since the investor day announced all of that

[Jack]

because it's putting cookies on the shelf that are worth reaching for.

[Nick]

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

[Jack]

Is this symphony or is this slop?

[Nick]

Besties? This week Spotify's co CEOs were defending that move into AI music.

[Jack]

They said that controlled AI music is gonna be better than the unregulated slop that's already out there.

[Nick]

But Jack, they also said that their AI tool would allow one song to become, as they put it, 10,000 songs.

[Jack]

Can you imagine if the number of songs on Spotify grew by 10,000x? Can you imagine if when you type in hey Jude on Spotify you don't get the one version by the Beatles and like the one live version they did. You get 10,000 versions that are remixes by 10,000 different Spotify users. That sounds like a mess to me.

[Nick]

No, my ears already hurt from that. But Jack, let me mess with you even more. Spotify also announced last week AI generated personal podcasts for your morning commute daddy.

[Jack]

Spotify has always done a really good job having one leg in tech and one leg in the creator musician community.

[Nick]

And they've managed that balance really well. But can Spotify be both pro creator and pro AI at The same time,

[Jack]

adding AI to the product will test both Spotify's relationship with its users and its relationship with artists and creators.

[Nick]

Now, besties. If this goes well, it'll make Spotify a true AI media app. But if it goes badly, it'll make

[Jack]

them a slop app, or as we call it, a slap.

[Nick]

Let us know what you think. Drop it in the comments and we'll see you after the break. Now, a quick word from our sponsor for our third and final story. Shibumi has become such a viral beach accessory that it's getting banned.

[Jack]

Here's how focusing on just one state got this new beach product into every state.

[Nick]

Now to sprinkle on some context, the Shibumi is very simple to use. Beach canopy.

[Jack]

It's one very large polyester sheet that you slide onto an arched shaped aluminum pole, kind of like a tent.

[Nick]

You stick the two ends of the pole into the sand and the sheet blows sideways with the wind.

[Jack]

And boom. You get a shady rectangular oasis from the sun as you lay down underneath what's basically a flag waving in the wind above you.

[Nick]

Founded by three UNC Chapel Hill guys, they named the business after the apartment building they lived in as students.

[Jack]

Shibumi, which is also the Japanese word for effortless convenience.

[Nick]

Very fortunate fit for a CPG brand, by the way. Not Shimoni, not Shimoni, not Shibuzi. Shibumi.

[Jack]

Now, they cost 255 bucks each and they say that they've sold 500,000 of them, which would make $127 million in revenue so far.

[Nick]

Biggest disruption to the umbrella since the

[Jack]

sun founded in 2016. These guys had sales take off during the pandemic and they ended up selling a majority stake to a venture capital firm.

[Nick]

But here's the business side that Jack and I find. These Chapel Hill guys use growth hacks that have all come back to bite

[Jack]

them, beginning with the simplicity of the design.

[Nick]

Right. Like Jack, this thing weighs less than £4. It's basically a tarp and a pole. It should be a profit puppy.

[Jack]

That simple design backfired with dupes. The company had to send cease and desist letters to nearly 200 competitors who copied their design.

[Nick]

Okay, Jack, what about their one single color scheme? Like that should have been a growth hack. They built the brand recognition by only selling it in a two tone blue color.

[Jack]

The two tone blue colors of North Carolina. But it backfired because, Nick, when you're walking on the beach, you go for like a mile long walk. You try to spot where your spot is on the beach by, like, identifying your umbrella. Well, if every umbrella is the same shade of blue, uh oh. Kids are getting lost on the beach.

[Nick]

Mom, dad, which shibumi are ya at?

[Jack]

The next growth hack that came back to bite them was their use of wind energy.

[Nick]

Because wind, which is free, is the magic of the shibumi. It's what makes this canopy work.

[Jack]

But it backfired because there's loads of videos that have gone viral of limp shaboonies just sitting there looking pathetic because there's no wind.

[Nick]

Now they have to sell wind assist packages for flaccid shibumis that are stretching that shibumi out like a tent.

[Jack]

I was gonna say this is the beach accessory equivalent to Viagra.

[Nick]

Add it all up. Besties and shibumis also getting banned.

[Jack]

Entire beach communities have banned the shibumi on their public beaches.

[Nick]

They're noisy, they take up space. People aren't happy.

[Jack]

Yeah, your uncle's manspreading with two shibum. It takes up like half an acre.

[Nick]

But pause the pod bessies, because you know from listening to our show that getting banned ain't a bad thing.

[Jack]

Skateboards, Red Bull, Dungeons and Dragons, they all got banned and they boomed in part because of the ban.

[Nick]

So shibumi is now embracing the bans to boom the shibumi.

[Jack]

They even list the cities and communities on their website where they've been banned.

[Nick]

Rehoboth Myrtle beach, the north part of the Jersey shore. Anti Shibumi territory.

[Jack]

If you show up to Manasquan with a shibuni, they're like, get the heck out of here.

[Nick]

Karen would like to have a wor. So, Jack, what's the takeaway for our buddies over at Shibumi?

[Jack]

It's the flyer flywheel. If you can influence tourists, you create a flywheel.

[Nick]

Yetis, interestingly, being Carolina guys, the founders focused their sales locally. They wanted to own the north and south cackalacky shores.

[Jack]

And Nick, because beach towns are transient, people would go to the Outer Banks for a week, see a shibumi, and say, what is that? I need that.

[Nick]

And Jack, that is why today you're seeing shibumis across the beaches along the east coast from people who originally saw

[Jack]

them while traveling to vacation spots in the Carolinas.

[Nick]

And this, besties, is where the flywheel starts turning. Cause now you're getting tourists in Cape Cod who see the shibumi that that

[Jack]

Cape Cod person originally purchased after seeing it in the Outer Banks during spring break.

[Nick]

Oh, and if a town bans the shibumi it just adds to the tourism flywheel. Cause people ask what got banned.

[Jack]

Everything we just described is a whole bunch of free marketing. First from the tourists, then from the bannings.

[Nick]

Convert the tourists, they bring it to their home beach, convert the tourists to that beach. It goes on and on.

[Jack]

Yetis for lifestyle products. If you convert the tourists, you create a flywheel.

[Nick]

Jack, could you whip up the takeaways for us for ceviche Wednesday?

[Jack]

Ferrari's electric car unveil designed by the iPhone designer was hated on in the comments.

[Nick]

But that's the point. Yeah, it looks like a pizza bagel, but whatever, whatever. It's completely different than the OG Ferrari.

[Jack]

For our second story, Spotify is letting you remix your own fan version of music, but only with a paid add on. And if the artist consents, Spotify could

[Nick]

become the AI audio super app or the slop app. We'd call that a slap.

[Jack]

And finally, it's Shibumi. The divisive new form of sun protection has made $127 million in sales and is getting banned.

[Nick]

But they're benefiting from the tourism flywheel.

[Jack]

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

[Nick]

First, the Pope's got some opinions. Pope Leo published a 42,000 word AI policy document for the world to read.

[Jack]

The document was called an encyclic, which is like an open letter. It's not just for Catholics. It's meant for everyone to read and consume.

[Nick]

And in it he calls out AI's many potential harms and calls for policies to control those concerns.

[Jack]

He also did 1,000 words on an economy that values dignity, not GDP.

[Nick]

And if you're curious want us to do a whole story on it, drop it in the comments.

[Jack]

Second, the S&P 500 surged past 7,500 points yesterday for the first time to a new all time high.

[Nick]

And the big reason was Micro. Actually, literally it was Micron.

[Jack]

Micron, the AI chip stock, just became the latest $1 trillion market cap.

[Nick]

So right now, the stock market looks like a big bowl of nachos. It's all being driven by chips.

[Jack]

And finally, the Steroid Olympics happened this Sunday in Las Vegas. How did it go? Well, the stock fell 43%.

[Nick]

It was actually a weak showing in the Enhanced Games. It's like the Olympics, but there are no banned substances. Like everyone is juicing. Everything is okay.

[Jack]

Here's the twist though. Despite the performance enhancing drugs, only one world record was broken in the Enhanced Games.

[Nick]

So viewers can watch clean athletes or Less athletic athletes on steroids do not as well as the clean athletes.

[Jack]

Basically that's why stock of the Enhanced Games fell by 43% on Tuesday.

[Nick]

Now time for the best fact yet. This one sent in by Caroline Thomas from lovely Westchester, New York.

[Jack]

Yesterday we did a story on the surprise strategy that goes into the naming of pharmaceuticals.

[Nick]

Here's the formula. They take a full sentence of what the drug does and then they turn it into one made up word that

[Jack]

stands out on TV like Ozempic that's inspired by the word Olympic. But Caroline wanted to share one of her favorites that we forgot to mention on the show.

[Nick]

Yeah, the wildest drug name according to her is skalaxin. Jack, what does skalaxin do?

[Jack]

Does it let you chillax with your skills?

[Nick]

Pretty close, Jack.

[Jack]

Skalaxin is intended to relax your skeleton.

[Nick]

Yetis, you look fantastic today Jack, you are glowing. Getting ready for the new next three live shows going on ticket sales man,

[Jack]

San Francisco, Boston and Seattle, September, October and November. If we didn't hit your city this year, we're planning to come to you next year.

[Nick]

We just haven't hit it yet. In the meantime the tickets go on sale Friday and we'll be reminding you every day cuz we can't wait to see you there. And before we go, a happy birthday to legendary yeti Christian Lichti celebrating with some golf over in Scotland.

[Jack]

Happy birthday to Mengshi Liang turning 30 years old in New York City and

[Nick]

Megan so So's turning 40 in Chicago.

[Jack]

Happy birthday to Saurabh Bunia also in

[Nick]

Chicago both doing logistics and Adam Ross up in Seattle's got a birthday and has been a fan of the pod for the year. Adam can't wait to see you at the Seattle live show.

[Jack]

Happy birthday to Caleb Myers a legendary yeti of Dallas Texas been listening for five years.

[Nick]

And Scott Bailon in Oceanside, California, own stock in Costco. Thanks. Thanks for the full disclosure.

[Jack]

Happy 51st birthday to Kevin Benjamin Pacman belated birthday down in San Mateo.

[Nick]

And Luca Kieropoulos is turning 1 years old with a big game of peek a boo in Florida.

[Jack]

And happy birthday to Ry Willow turning five years old celebrating with a demogorgon in Wyoming. And to anyone else celebrating something today. Make it a T boy.

[Nick]

Celebrate the wins.

[Jack]

This is Jack. Nick and I both own stock of Apple and Spotify.