🧘 “Downward-facing diss” — Lulu’s CEO beef. Top Gun’s Traders. Cyber Monday’s AI agents. +Goodwill’s Glam-Up.

Summary

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The Best One Yet — Episode Summary

🧘 “Downward-facing diss” — Lulu’s CEO beef. Top Gun’s Traders. Cyber Monday’s AI agents. +Goodwill’s Glam-Up.
Release Date: December 2, 2025
Hosts: Jack Crivici-Kramer & Nick Martell

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Episode Overview

In this rapid-fire pop-biz news episode, Nick and Jack break down three fresh stories shaping the business world—featuring public CEO drama at Lululemon, surprising crypto activity on military bases, and Black Friday’s AI-powered shopping surge. Plus, a wildcard opening focused on Goodwill’s fashion-savvy reinvention for Gen Z. The hosts keep their trademark mix of sharp takes, humor, and memorable analogies.

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Key Discussion Points & Insights

1. Goodwill's “Glow Up”: From Thrift to Chic (00:13–02:56)

• Goodwill’s Surging Popularity:

  • “Goodwill is the new Gucci because Goodwill got a glam up.” (Jack, 01:37)
  • Shopping at Goodwill is up 37% over five years. Gen Z is driving an all-time high in thrifting trendiness.
  • Americans spent $5.5B at Goodwill last year—more than American Eagle or Urban Outfitters, even rivaling Lyft’s revenues (01:47).

• Fashion Pivot:

  • The brand has revamped stores, embraced social media, and opened locations in higher-income areas—the best donations come from the biggest closets (02:24).
  • TikTokers and “zillennials” are fueling a treasure-hunt culture around Goodwill racks.
  • “The new cool treasure hunt is the Goodwill dress rack. It was a total goodwill glow up.” (Jack & Nick, 02:32–02:37)

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2. Lululemon’s Epic Founder vs CEO Showdown (05:17–10:25)

• Public Feud:

  • Lululemon’s founder, Chip Wilson, takes out a full-page Wall Street Journal ad blasting CEO Calvin McDonald:
    • “Lululemon is in a nosedive.” (Ad headline, 07:55)
    • Chip accuses Calvin of destroying Lulu’s original cool factor and laments visionless leadership.
    • “He [Chip Wilson] is actively trolling him [McDonald] online…and in real life.” (Jack, 06:33)

• Business Woes & Criticisms:

  • Lulu’s sales are falling, stock is down 52% this year (05:52).
  • Founder slams failed $500M purchase of Mirror, misguided Disney collabs (Mickey Mouse on 24-year-olds’ leggings), and making office sweaters instead of athleisure.
  • “Lulu seems to have lost its way.” (Jack, 06:21)
  • Five-point plan in ad urges a return to designing for “the super girl”—the brand’s original muse.

• Key Concept – Post-Founder Syndrome:

  • A branding struggle seen before at Nike (Phil Knight), Starbucks (Howard Schultz), and Apple post-Steve Jobs.
  • Notable quote: “Great brands need creators, not calculators. Dreamers, not deal makers.” (Jack, 09:18)
  • Visionary leaders are critical in fashion/lifestyle; “finance-focused CEOs don’t inspire product and people.” (Nick, 09:55)
  • “Consumer brands need visionaries, not actuaries.” (Jack, 10:16)

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3. Military Bases: America’s Secret Crypto Whales (10:25–14:38)

• IRS Data Surprise:

  • Nearly half of the top 15 crypto-wealthiest U.S. zip codes are Air Force bases.
  • “The secret whales of the crypto industry are in the army.” (Nick, 00:49)
  • The phenomenon: Young enlisted soldiers are risk-takers, doubling down with both their lives and their finances.
  • 17% of tax returns from Alaska’s Eielson Air Force Base reported crypto—four times the national average (12:41–12:46).

• Culture & Motivations:

  • Crypto chatter spreads “by talk” (word of mouth) in the military—mirroring Wall Street’s informal tip-sharing.
  • “Talk is the most valuable currency.” (Nick & Jack, 13:36, 13:43)
  • Some soldiers are safe long-term holders (bitcoin and chill), others chase meme-coin riches.
  • Military’s stable jobs/pensions make risky investments less threatening: “Soldiers can put savings in Solana and count on their job to fall back on.” (Nick, 13:26)

• Broader Impact:

  • The military base trend partly drives soaring youth financial market participation (from 6% to 37% over a decade).
  • “A big part of this story is the power of community to fuel participation in the markets.” (Jack, 14:10)

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4. Black Friday’s AI Shopping Surge (17:02–21:26)

• AI Agentic Shopping:

  • “One out of four US dollars spent on Black Friday was AI.” (Jack, 00:59)
  • Record $11.8B spent on Black Friday online; 25% sourced from AI chatbots/agents (17:14–18:14).
  • AI agents drive both product discovery and price optimization (“self-driving shopping”).
  • “Personal shopbots. Yetis, you might have heard a lot about AI agents...like being your personal shopper.” (Jack, 18:14; Nick, 18:17)

• How It Works:

  • Discovery: AI suggests unexpected gifts tailored to odd, specific requests (ex: “I need a gift for my wife: style is neutral, chic, sexy...”) (18:46–19:40).
  • Price: AI bots scour the Internet to find best prices, redirecting shoppers instantly.
  • “AI will send everyone else to Walmart instead if Target raises their price by a dollar.” (Nick, 20:02)

• Industry Implications:

  • Forces extreme price competition, keeping prices down.
  • A new era of “self-driving shopping”: AI remembers preferences and history, learns and automates.
  • “Waymo for wishlists.” (Nick, 20:38)
  • Interview nod: Sebastian Thrun (Waymo) called this the future—self-driving shopping (21:01).

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Notable Quotes & Memorable Moments (with Timestamps)

• “Goodwill is the new Gucci because Goodwill got a glam up.” – Jack (01:37)
• “[Lululemon] sales have been declining all year. Lululemon stock is down 52% this year.” – Nick (05:52)
• “He rips on his old company on LinkedIn almost daily, which is the corporate equivalent of booing.” – Jack (06:50)
• “He paid for [the ad] himself. And here was the headline: Lululemon is in a nosedive.” – Nick (07:55)
• “Great brands need creators, not calculators. Dreamers, not deal makers.” – Jack (09:18)
• “The secret whales of the crypto industry are in the army.” – Nick (00:49)
• “Talk is the most valuable currency.” – Nick & Jack (13:43)
• “One out of four US dollars spent on Black Friday was AI.” – Jack (00:59)
• “AI will send everyone else to Walmart instead if Target raises their price by a dollar.” – Nick (20:02)
• “Agentic shopping...is the start of self-driving shopping. Or as we call it, Waymo for wishlists.” – Nick (21:26)

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Important Segment Timestamps

• 00:13–02:56 — Goodwill’s glam up & the thrifting boom
• 05:17–10:25 — Lululemon founder vs CEO clash (“downward-facing diss”)
• 10:25–14:38 — Military bases: surprise crypto whales (“top gun traders”)
• 17:02–21:26 — AI agents transform Black Friday & the future of “self-driving shopping”

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Final Takeaways Recap

• Lululemon's Tensions: Founder says the brand needs “big DNA energy”—not just polished, post-founder management.
• Crypto on Bases: Social culture and risk-taking fuel military members’ outsize role in crypto.
• AI Shopping: AI agents will reshape e-commerce, forcing retailers to compete for every dollar with algorithmic perfection.

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Bonus "What Else You Need to Know" (22:13 onward)

• Bill Gates supports a potential “sun visor” geoengineering intervention to combat climate change (22:20).
• Coinbase launches a crypto-based Universal Basic Income trial in New York (22:49).
• Shopify suffered major Cyber Monday outage (23:14).
• Fun Fact: At one point Pizza Hut controlled the world’s 7th largest navy through Russian decommissioned ships (23:47).

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Tone & Style

Nick & Jack deliver updates with humor, playful banter, and Gen Z/Millennial-friendly references (“downward-facing diss,” “top gun traders,” “Waymo for wishlists”). The style remains fast-paced, punchy, and accessible, blending actual insight with meme-ready quotables and some irreverent confessions.

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Transcript

[A]

This is Nick. This is Jack.

[B]

It's Tuesday, t boy. Tuesday, December 2nd. And today's pot is the best one yet. This is a T boy.

[A]

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

[B]

Tomorrow. It's happening tomorrow. Huge announcement from this show tomorrow, Jack.

[A]

It's gonna be big.

[B]

It's gonna be big. The New York Stock Exchange may pause stock trading for our announcement. I just wanna put that out there.

[A]

But Nick, we've got three fantastic stories.

[B]

You know what? We totally do, Jack. What are the three stories for today's T boy?

[A]

For our first story, Lululemon's founder took out a ad in the Wall Street Journal to complain about the current CEO.

[B]

He's trolling him. And his number one complaint is that Lulu forgot how to be cool.

[A]

For our second story. Of the top 20 crypto holding zip codes in America, nearly half of them are military bases.

[B]

They're top gun traders because the secret whales of the crypto industry are in the army.

[A]

And our third and final story. We just got data on Black Friday. That is wild.

[B]

It's crazy.

[A]

One out of four US dollars spent on Black Friday was AI.

[B]

AI has become the new deal sniffin personal assistant. That'll forever change prices.

[A]

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

[B]

I mean, no one else is doing that mix. Love the mix, Jack.

[A]

Black Friday, Small Business Saturday, Cyber Monday. You probably bought a ton of stuff in the last days.

[B]

And your closet needs help.

[A]

Which is why one nonprofit brand is surging right now more than any other.

[B]

Is wild Goodwill. Goodwill, the thrift store is thriving right now for Gen Z.

[A]

Goodwill is the new Gucci because Goodwill got a glam up.

[B]

Get this. Shopping at Goodwill is up 37% in the last five years to an all time high.

[A]

According to the Wall Street Journal, Americans spent five and a half billion dollars at Goodwill last year. Which is more revenue than American Eagle or Urban Outfitters.

[B]

It's almost the same amount of revenue as Lyft.

[A]

You could probably picture your local Goodwill store. I can smell it. Dark, musty, scent of used jeans.

[B]

But no longer, Jack. Because Goodwill made a fashion pivot.

[A]

Yep, they pulled off a non profit makeover.

[B]

Look at their social media. Goodwill now has 250,000 followers.

[A]

TikTokers are going viral finding a rare pair of Levi's at Goodwill.

[B]

How about the real estate, Jack? Goodwill's got 42 new stores in higher.

[A]

Income areas because the best donations come from the biggest closets.

[B]

And zillennials are paying attention to the Goodwill fashion pivot.

[A]

It's a total makeover. The new cool treasure hunt is the Goodwill dress rack.

[B]

It was a total goodwill glow up. Because in this economy, you may not buy a $5,000 Christian Dior handbag, but.

[A]

You may find a used one at the bottom of a Goodwill bin.

[B]

So Yetis, wherever you give this Giving Tuesday, good for you, good for you, good for you.

[A]

But Goodwill is the new Gucci.

[B]

So Jack, let's hit our three stories.

[C]

Fifteen years before this song, two boys from the northeast met in the dorm. They had an idea to cause a cultural storm. It's the best yet, but the best is the norm. Jack. Nick, that's it. I don't even think they need to practice.

[A]

50%.

[C]

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.

[B]

So just start the show.

[C]

Start the show.

[B]

First a quick word from our sponsor.

[A]

Now a quick break, switching topics to one of our favorite sponsors, Vital Proteins.

[B]

Now, Jack, my mom does not use most of the products we promote. Like, she's not building a website. She's not downloading a stock trading app.

[A]

No, she's not.

[B]

But she did call me this weekend and here's what she said. She said, I need to know the promo code for your collagen peptide sponsor because I just bought more of it.

[A]

It was Vital Proteins and their no sugar added collagen peptide products are delicious. Especially the new 30 gram protein shake.

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Now I don't know if my mom's into the taste or the health benefits or she's trying to get jacked. But she's got healthy hair, skin, nails and joints right now. Dude, I'd say it's all of them.

[A]

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Framer Yetis, the first website we ever built. Our MySpace page. Yeah, we were just young enough, right Jack?

[A]

Or old enough Nick. I still remember you could give your MySpace page a soundtrack. Music started playing when someone visited the webpage.

[B]

Blink 182. The official music of young Jack. But Bassies, if we built a website today, we'd use Framer because they focused on the small things.

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T boy framer.com design promo code t Boy Rules and restrictions may apply for our first story. There's a wild drama playing out right now in public. Lululemon's founder versus Lululemon CEO.

[A]

And it brings up a huge question. Is the best leader for a business the one who started it?

[B]

Oh, Lulu, you are in a lull. Lululemon's business, it is just stuck in Shavasana right now, which means corpse pose.

[A]

Shavasana. It's not like sleeping pose or laying down pose. Yeah, it's corpse pose.

[B]

Yeah, that's what it means in Sanskrit. And here's the situation. Lululemon sales, they've been declining all year. Lululemon Stock is down 52% this year.

[A]

This looks like it's 80 and injured.

[B]

Yeah, that's right. Because when you go outside, you're wearing aloe leggings with a viori hoodie over a bandit shirt with Hoka sneakers.

[A]

Lulu is a new perk added to the Amex Platinum card this year.

[B]

That's a good point, Jack, but that.

[A]

Felt a little desperate, to be honest.

[B]

Yeah, I saw it and I was kind of like, act like you've been there before.

[A]

Yeah, Lululemon seems to have lost its way. And for the CEO, Calvin McDonald, it's been seven years of cramps and struggles since he took over.

[B]

And founder Chip Wilson, Lululemon's largest shareholder.

[A]

He'S got a lot of thoughts this year. That founder Chip Wilson is not just criticizing Lululemon's CEO. He is actively trolling him online. And in real life, he says Lululemon.

[B]

Forgot how to be cool. And he likened the latest business developments to a plane crash.

[A]

He rips on his old company on LinkedIn almost daily, which is the corporate equivalent of booing.

[B]

But not booing from the cheap seats, Jack. He's booing from the luxury box.

[A]

Right. Because he still owns 8% of this.

[B]

Multi billion dollar athleisure brand, a stake worth $1.8 billion. And he brings up some pretty legitimate questions, Jack.

[A]

Why did Lululemon spend $500 million to acquire Mirror, an at home Mirror that failed just three years later.

[B]

Or Jack, why did Lululemon do a collab with Disney and put Mickey Mouse on leggings targeting 24 year old women?

[A]

Sounds like the same mistake Outdoor Voices made putting Mickey Mouse on their leggings.

[B]

I'm a Lululem holder. I'd love to know why they're making wool sweaters for you to wear to the office when you're wearing the rest of their stuff in the yoga studio.

[A]

Should I confess that I bought a wool sweater from Lululemon and have worn it to the office before?

[B]

I did get you a yak sweater and I thought you'd be wearing that instead, Jack.

[A]

But the biggest attack that the founder of Lululemon made about the company today was in a full page ad that he bought in the Wall Street Journal.

[B]

He paid for it himself. And here was the headline of the ad. Lululemon is in a nosedive.

[A]

The current CEO Calvin McDonald was blindsided by this public diss from the founder. Chip Wilson blamed Calvin for everything wrong with Lulu today.

[B]

In this full page Wall Street Journal ad, Chip Wilson said that Calvin's team systemically dismantled the business model that made Lululemon great.

[A]

He implied that the current CEO is dumber than a fridge.

[B]

Yeah, like a refrigerator.

[A]

The ad also included a five part plan to save the brand. Basically, they need to go back to the OG muse that Lululemon targeted at the beginning.

[B]

You see, Lulu's founder Chip wants to design for the super girl, a young, educated working woman.

[A]

But the current CEO is designing for the mindful athlete instead.

[B]

Jackie also said Lulu looked like the Gap of acrylic sweaters.

[A]

Ouch.

[B]

That one's just personal now. Besties. The official name for this situation is post founder syndrome. We learned about it in business school.

[A]

We've seen it before. Nike's Phil Knight, Starbucks, Howard Schultz. They both publish publicly complained about their CEO successors complaining that they were messing with the baby they founded.

[B]

But Jack, this founder is going full Regina George on his old team. And he actually brings up a really fascinating question. So Jack, what's the takeaway for our buddies over at Lulu?

[A]

Great brands need creators, not calculators. Dreamers, not deal makers.

[B]

Yeah, it is. There are plenty of times when a founder CEO needs to be replaced. Launching a company is different than managing a company.

[A]

Look at Microsoft. They're doing better than ever today. Worth $4 trillion. 25 years after Bill Gates retired. Satya Nadella is running the company better than ever.

[B]

But a tech company with monopoly reach depends less on a brand than a Fashion business does.

[A]

Managing and deal making, those are key for giant corporations. But creating and dreaming are key for trendy brands like Lululemon.

[B]

As Chip Wilson wrote in his trolling Wall Street Journal, ad finance focused CEOs don't inspire a product and they don't inspire the people.

[A]

Wharton MBA took over Apple from Steve Jobs. It was so bad they had to ask Steve to come back.

[B]

It was awkward. Now, Chip may be trolling right now, but he brings up a fair point. Consumer brands need visionaries, not actuaries.

[A]

Great brands need that big DNA, energy, the founder who knows the original brand.

[B]

For our second story, According to IRS data, the biggest crypto holders in the country are soldiers in our military.

[A]

Of the top 15 crypto holders holding zip codes in America, nearly half of them are Air Force bases.

[B]

Oh, the top gun trader. Fitting title to an awesome story from the Wall Street Journal we found on Monday.

[A]

So wild they should get a movie starring Tom Cruise to do this story.

[B]

Hey, Tommy, where's the screenplay, buddy?

[A]

The Wall Street Journal looked at which zip codes in America had the highest percent of taxpayers reporting owning crypto on their tax returns.

[B]

And in 2021, seven out of the top 15 zip codes were US military bases.

[A]

Now, the number one and number two zip codes were in San Jose and San Francisco.

[B]

Makes sense. Those are the capital of crypto and tech.

[A]

But the number four zip code is Luke Air Force Base in Arizona.

[B]

Interesting.

[A]

And the number 7 zip code was Vandenberg Space Force Base in California.

[B]

Sit down, stand up and meme coin me again.

[A]

What we're saying is combat pay and call options.

[B]

That's exactly what we're saying.

[A]

Troops are doubling down on risky bets. First with their lives by enlisting listing, then with their wealth by investing.

[B]

But besties. Jack and I want to zoom in on Eielson Air Force Base up in Alaska. The 11th highest crypto holding zip code in the country.

[A]

Eielson Air Force Base, known as the 354th Fighter Wing of the Air Force.

[B]

The fight in 354th.

[A]

The closest town to this base is literally called North Pole, Alaska.

[B]

The population is 3,000, mostly enlisted servicemen, women and families. Thank you for your service, by the way.

[A]

Their mission is to protect America's national security, but most of the time, there's no threat. So it's a boring job where they're sitting around.

[B]

Yeah. The most exciting part about being stationed in the Arctic is the occasional grizzly bear. And the bald eagle.

[A]

And the bull markets, apparently. True. The 354th is a microcosm of this Top gun trader phenomenon.

[B]

That's right, because it's a try to get rich culture made up of mostly young men who are risk takers by nature having entered the military.

[A]

Which is why 17% of tax returns at this Air Force base in Alaska are crypto holders, at least in 2021.

[B]

Jack, could you sprinkle on more context to that 17% of those tax returns, please?

[A]

That is four times the national average of crypto ownership, which is just 4%.

[B]

Bitcoin whales are a band of brothers.

[A]

Now, we should point out most military members invest like most Americans do in stock index funds.

[B]

Others are bitcoin and chill guys putting their savings in the OG crypto and forgetting about it.

[A]

But others, according to the Wall Street Journal, are meme coiners taking doge to the moon on the side of their taking the F16 to the sky.

[B]

And some of them bought a Porsche or a Humvee with that crypto killing. Others lost it all, though, and it felt like a scam.

[A]

But even those who lose it all have stable jobs and get a pension after 20 years of military service.

[B]

Yeah, layoffs in the military, that pretty much has never happened.

[A]

So soldiers can put their savings in Solana and count on their job to fall back on.

[B]

Not too shabby. So, Jack, what's the takeaway for all our buddies over in crypto?

[A]

What happens on military bases is the same thing that happens on Wall Street. Talk is the most valuable currency.

[B]

Yetis. The Journal reports that word of mouth is how personal finance and investing advice happens in the military.

[A]

That's interesting because that's how traders at the biggest investment banks and hedge funds do their business too, with talk and word of mouth.

[B]

The big difference though, the military does it as a side hustle driven by boredom, while Wall street does it as a full hustle driven by bonuses.

[A]

But both want to get rich and so they socialize to find ideas to act on.

[B]

So besties. The way Jack and I see it, a big part of this story is the power of community in a social network to fuel participation in the markets.

[A]

Military bases aren't as long crypto as they were in 2021, but they're still in the market, aren't they, Nick?

[B]

Yes, Jack, and they're a big reason that the percentage of 25 year olds in the market surged from 6% a decade ago to 37% today.

[A]

The early key to getting into the market is sharing ideas and then making a bet on them.

[B]

Tock is the most valuable currency now. A quick word from our sponsor.

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You know yet he's in my family. We go around the table and we vent about which stock we all wish we'd bought last year.

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For our third and final story, this Black Friday, one out of four purchases was found for you by an AI chatbot.

[A]

Agentic Personal shoppers have arrived and they will punish any retailer who dares to raise prices.

[B]

Jack, what the heck? Let's just start this story with the hero stat. What do we got, man?

[A]

A record $11.8 billion was spent by Americans in Black Friday online shopping besties.

[B]

That is up 9% from last year, according to Adobe Analytics. It is a record. Black Friday is the new Cyber Monday.

[A]

The top sellers were Lego sets, Pokemon cards, Nintendo Switch and PS5.

[B]

But huge sales of AirPods, KitchenAid mixers, red light therapy masks. Bonus points, by the way, if you use all three of those at the same time.

[A]

Now this all came as a surprise because unemployment is at a four year high, the country is still pissed about high prices, and yet we Americans just splurged more on any single day than ever before in American history in this economy. Well, the reason that Black Friday sales growth surged from 1% last year to 9% this year.

[B]

Well, Jack, it's not the K pop demon hunter figurines, is it, man?

[A]

No, no, it's agentic shopping.

[B]

Which leads to our next hero stat.

[A]

25% of all Black Friday online shopping was sourced from AI chatbots.

[B]

That's right. Personal shopbots.

[A]

Yetis, you might have heard a lot about AI agents. AI agents are AI that do a specific job for you, like be your personal shopper.

[B]

And apparently last Friday they influenced $3 billion of America's $11.8 billion in Black Friday online sales.

[A]

That's up 8 from last year.

[B]

So Jack and I dove in T boy style. And we discovered two main reasons why one would use an AI shop bot. And Jack, why don't you kick it off?

[A]

The first is discovery to help you figure out what to buy.

[B]

So what would be a theoretical hypothetical.

[A]

Purely hypothetical. You could type into your chatbot, I need a Christmas gift for my wife. Her fashion style is neutral, chic and sexy. She's a mom of three boys named Wilder, Brooks and Oakley. Yeah, two years ago I got her a white linen dress from Reformation. She absolutely loved it. But last year I got her like an outdoor ish, indoor y outdoor robe thing that she has not worn once.

[B]

Now, Jack, I'm pause the pod for a second. I don't know if you need AI to tell you that Alex doesn't need a robe. Like you could have asked me and I would have told you that.

[A]

No, it's like a robe that you can wear out. Yeah, like not an indoor robe.

[B]

I think that's your problem right there.

[A]

It was a huge fail.

[B]

Alex, if you're listening right now, and I know you are, I got your back.

[A]

No, again, this is a purely hypothetical answer. If you type that into a chat, you but they may give you a range of gift options you could never have thought of yourself.

[B]

Thank you for that confession, Jack. But the second reason people are turning to AI Shopbots. What is it, Jack?

[A]

To find the lowest price. To find the Deals, deals, deals, deals.

[B]

Ten years ago, Honey was all a rage. A plugin that promised to find you promo codes and get you a discount.

[A]

Well, today AI chatbots promised to do something similar. Scour the entire Internet to find the lowest price for the thing you want to buy.

[B]

So if Target raises their prices by $1 on that cardigan, AI will send everyone el to Walmart instead because they.

[A]

Sell the same thing for $1 less.

[B]

Or if Burberry is on sale randomly at Bloomingdale's, AI will tell you it is. Even if you never even thought about going to the Bloomingdale's website, AI, it.

[A]

Could really keep prices down with insane price competition we've never seen before.

[B]

Which leads to our takeaway. Don't get your wife another robe. So Jack, I'm sorry, what's the real takeaway? For all our buddies seeing the rise.

[A]

Of AI ShopBots, AI agents are creating a new industry. Self driving shopping.

[B]

Or as we call it, Waymo for wishlists. Yetis, a huge feature of AI Chatbots is that they remember everything you've ever told them.

[A]

With ChatGPT and Gemini, they might also have access to your web browsing too.

[B]

And with all that data, AI agents can shop for you better than you can shop for yourself.

[A]

Yetis. We interviewed the founder of Waymo this summer and he referred to this as self driving shopping.

[B]

And just like some people like driving, some people like shopping. And you could still always just do that yourself.

[A]

But if you don't like shopping or you want help shopping, AI can do it for you.

[B]

It's actually a huge force, we think that will upend how retailers market. It'll force prices to stay down.

[A]

But Black Friday 2025 is the start of agentic shopping. Or as Sebastian Thrune calls it, self driving shopping.

[B]

Or as we call it, Waymo for Wishless. Jack, could you whip up the takeaways for us for T Boy Tuesday?

[A]

Lululemon's top men are beefing in public and it's awkward.

[B]

Awkward. The founder says that Lul Lemon needs his big DNA energy, not the polished CEO currently running the biz.

[A]

For our second story, it's top gun traders. Seven of the top 15 crypto owning zip codes are at military bases because.

[B]

Soldiers talk about stocks just like Wall street does. Talk is the most valuable currency.

[A]

And our third and final story, One out of four purchases on Black Friday was done by personal AI shopping agents, according to Salesforce.

[B]

You can shop for yourself, or you can let AI shopbots do it for you.

[A]

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

[B]

First, Bill Gates is supporting a big new idea to stop climate change. Pausing the sun, Bill Gates said, if.

[A]

We reach a climate tipping point, which we haven't yet, he is all for releasing aerosols into the atmosphere to block the sun.

[B]

Yeah, the minerals in the sky would reflect the sun's rays back into space and reduce the warming of the globe.

[A]

It's called solar radiation management, AKA a sun visor for planet Earth. And yes, this was the plot of an episode of the Simpsons.

[B]

And second, Coinbase is funding an experiment. Give New Yorkers $12,000 in crypto for free.

[A]

It's a test on universal basic income, the idea that all Americans should get some money guaranteed every month from the government.

[B]

So coinbase is giving 160 New Yorkers $800 in crypto a month, plus $8,000 upfront.

[A]

If this works in a way that government welfare hasn't, Coinbase is going to say crypto should be the currency.

[B]

And finally, bad day for an outage. Shopify was down for big chunks of Cyber Monday.

[A]

Cyber Monday is expected to be $14 billion of US online spending, which is bigger than Black Friday.

[B]

But Shopify, which powers a million e commerce websites, including the chili oil I was trying to buy and our very own T boy merch website. It was down for hours.

[A]

It's the super bowl of e commerce. And Shopify called out sick.

[B]

Oh, by the way, if you haven't bought your T boy Yeti doll that we launched last week, you gotta buy them now. We're running out. Now, time for the best fact yet. This one sent in by Brian Carouf, a legendary yeti from Williamsburg, Brooklyn.

[A]

Get this. For a brief glorious moment, Pizza Hut controlled the seventh largest naval fleet in the world.

[B]

Yes, but not through conquest, through creative accounting.

[A]

In 1990, after the fall of the Soviet Union, it was very expensive for American companies to open up shop in Russia. Yeah, mainly because of complex currency restrictions.

[B]

So to encourage American brands, Russia's government sold American companies their old ships to flip and resell for US dollars.

[A]

The result, pepperoni profits and an accidental armada. For a brief second as the transaction.

[B]

Cleared pizza hut in 1990, they controlled the seventh largest ship Navy on earth. Earth Pizza the Hut. Yetis, you look fantastic for t boy Tuesday. We're so excited for a big announcement tomorrow. But in the meantime, remember to drop down top five stars and rate and review the show.

[A]

And if you're listening on Spotify, just listen to every episode in our back catalog to make sure that we're number one in your Spotify wrapped this year.

[B]

Oh yeah, that's coming up too. It's coming any day now. If you don't know, you know. And Jack and I will see you tomorrow. And before we go, a happy birthday to Chatgpt, which turned three years old just a couple days ago. Congrats, Chat.

[A]

And happy birthday to Abby Meyer of the Presidio in San Francisco. She and I co hosted Nick and Molly's rehearsal dinner.

[B]

And a happy birthday to Lee Hollingsworth, the mid panther over in the San Francisco.

[A]

And happy birthday to Sandy Schlock in El Dorado Hills, California. The best mom yet.

[B]

And a shout out to Chelsea Riva who has got the best new job ever at WME, leaving the rest in the dust.

[A]

Happy 25 year anniversary to Amy and Patrick Klein in the Bronx. They met at a coffee shop on the Upper west side and are loving every minute of it.

[B]

And Laura Snyder from Raleigh, North Carolina's got a new job as senior business analyst. Congrats.

[A]

And finally on this giving Tuesday, we're giving a shout out to the Morgan Adams Foundation. Yetis Daniel and Trisha Paul set up a fundraiser in honor of their son Jack Paul's memory. We got a link in the episode description.

[B]

We'll be donating to them and we'll also be thinking of them. And to another yeti, Allison Spalding from Penn State has got given Tuesday going on with the T H O n dance marathon at the school.

[A]

It's called Thon and they're fighting childhood cancer. We got a link in the episode.

[B]

Description and we think that's a pretty good cause to support too.

[A]

This is Jack. I own stock of Disney. Nick owns stock of Lululemon, Nike and Shopify. And we both own stock of Apple and Spotify as well as some bitcoin.

[B]

And bitcoin named Ben. Dude, do you remember when I got Molly two years ago, I got her a champagne saber. Oh, like a cork? No, a saber. You know, like a sword that you open the champagne with. She was like, no, I don't want to use it. And I was like, well, I'll open the champagne.

[A]

I got you.

[B]

And she was like, like, great, I don't want it. And I opened it and I cut my finger.

[A]

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 Podcasts.

[B]

Prime members can listen ad free on Amazon Music.

[A]

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

[B]

We want to get to know you.