The Best One Yet: “Dr. Altman”—ChatGPT’s Health Launch, Daktronics’ Jumbotrons, & ELF Beauty CEO Tarang Amin Interview

Overview

In this episode (Jan 16, 2026), Nick Martell and Jack Crivici-Kramer cover the three hottest stories in pop business: OpenAI and Anthropic’s medical chatbot launches (a.k.a. “Dr. Altman”), Daktronics’ explosive growth tied to college football’s embrace of pro-level Jumbotrons, and a lively preview of their interview with ELF Beauty CEO Tarang Amin. The episode also touches on January’s “Dating Sundays” phenomenon, and includes rapid-fire takes on Goldman Stanley, Meta, Aldi, and a fascinating MLK “soft launch” fact.

Key Segments & Insights

1. ChatGPT Health & The Medical AI Boom ("Dr. Altman")

[04:45–09:41]

The News

• OpenAI and Anthropic have both launched dedicated medical chatbots. OpenAI’s “ChatGPT Health” and Anthropic’s “Claude for Healthcare” debut in the same week, aimed at personalizing and streamlining virtual healthcare.
• 230 million people already ask health questions to ChatGPT weekly.

Core Features and Value

• These bots offer a secure, private way to interact about personal health, with integration for medical records and health app data.
• Uploading your MyChart, Fitbit, blood tests, and more: “This thing’s gonna know your step count, if you want it to know from your iPhone.” (Nick, 06:38)
• Adds “extra privacy and security” by siloing health data away from the main ChatGPT product.

Provocative Questions & Risks

• “Do you wanna give Sam Altman your most sensitive medical data, Nick?” (Jack, 06:53)
• Ironic Waitlist: “No waiting. Although I should point out there is a wait list for this app, so it kind of is waiting.” (Jack, 05:37)
• Not for replacing doctors, just “supporting—not replacing—care from clinicians.” (Nick, 07:10)
• Legally, the products cannot diagnose or treat (per the disclaimers), but Jack notes, “Even though that’s definitely what you’re gonna use.” (07:33)

AI in Healthcare: Already Here

• “Two out of three American doctors were already using AI in their practice.” (Nick, 07:52)
• Uses include admin tasks, language translation, digitizing notes, and even diagnosis support (e.g., interpreting X-rays).

Notable Quote

• “[The] healthcare industry is about to have its Ozempic moment.” (Jack, 08:35)
  Explanation: Just as Ozempic slimmed waistlines, AI could slim bloated healthcare admin.

Takeaway

• Admin eats 30% of healthcare spending—AI can cut both industry and patient costs by reducing paperwork and unnecessary appointments.
• “Dr. GPT in your pocket might prevent a trip next time when you have a false alarm.” (Jack, 09:16)

2. Daktronics, College Football, and The Jumbotron Arms Race

[09:41–13:49]

The News

• College football now mimics the NFL: longer seasons, higher revenues, and massive Jumbotrons. University of Illinois just bought a $10 million stadium screen.
• Daktronics, supplier of these screens, has seen its stock jump 10x in three years.

Industry Deep Dive: Daktronics

• “Pride of Sioux Falls, South Dakota—and by our research, the only publicly traded company from Sioux Falls.” (Nick, 11:09)
• Timeline highlights:
  • 1968: first electronic basketball scoreboard
  • 1980: Scoreboards for Lake Placid Olympics
  • 1998: First NFL Jumbotron (Tampa Bay Buccaneers)
  • 2017: World's largest stadium screen (Mercedes-Benz)
• “You know the Coca-Cola sign in Times Square? Yep, that’s Daktronics’s work.” (Nick, 11:55)

The Big Trend (“Arena Arbitrage”)

• “Every college stadium is actually an NFL stadium. They just don’t know it yet.” (Jack, 12:53)
• Pro-level entertainment equals higher ticket prices and the need for pro-level infrastructure (Jumbotrons, amenities).
• “To justify higher priced tickets, it won’t just be the University of Illinois buying a Jumbotron from Daktronics. In our opinion, all 136 Division 1 college football programs are going to buy a Jumbotron.” (Jack, 13:34)

Notable Quotes

• “Pause the pod. Daktronics is the pride of Sioux Falls, South Dakota… and quietly, they have become the biggest brand in what they call scoring and audio visual systems.” (Nick, 11:09)
• “Jack, you gotta take the Michigan energy from a 10 to an 8 on this one, buddy.” (Nick, 10:46) [referring to rivalry energy]

Takeaway

• College sports’ pro-ification drives equipment and tech sales, leading investors to pile into growth stocks like Daktronics.

3. ELF Beauty & The Power of “Dupes” with CEO Tarang Amin

[15:20–18:45]

Interview Highlights

• Zero Distance Principle: ELF connects C-suite directly to its online community for product feedback on TikTok Live.
• Amin on leadership and humility:
  “My CMO terrorizes me every few months… drags me onto TikTok Live… The chat field will just light up… I will literally leave that call a bit terrorized or traumatized.” (Tarang Amin, 15:48)
• Community-Led Innovation:
  When fans clamored for affordable bronzing drops, ELF moved up the product pipeline from 18 months to six months at customer demand.
• “We look at our community, what do they want? Where can we bring the best of beauty, put our ELF twist on, and bring it at an incredible value?” (Tarang Amin, 16:50)

The “Dupe” Debate

• Amin frames copying prestige products at lower prices as a moral good:
  “I actually think it’s immoral to charge a consumer 40, 50 bucks for something we can clearly show you can make for less and have as good or better quality.” (Tarang Amin, 17:45)
• ELF’s success comes from making “the best of prestige at a fraction of the price”—serving the 2/3 of Americans living paycheck to paycheck.

Takeaway

• “ELF did it with their zero distance principle. And you can learn more… in Monday’s full interview.” (Nick, 19:04)

Quick Hits & Fun Extras

Dating Sundays: January’s Single Swiping Holiday

[01:41–02:43]

• Dating app engagement peaks Sundays in January (Tinder sees +18% likes, OkCupid +70% swipes).
• “8pm on Sunday in January is the absolute frenzy of peak dating app activity.” (Jack, 02:11)
• Pro tip: “Swipe on Sunday, so you first date on Friday.” (Nick, 01:48)

Notable Quotes

• “The solstice is sliding into the DMs.” (Nick, 02:20)
• “There’s nothing more romantic than 8pm this Sunday, especially on a three day weekend.” (Jack, 02:34)

Finance, Tech, & Retail Tidbits

• Goldman Stanley (“coolest bank on Wall Street”) and Morgan Stanley earn nearly $4.4B last quarter.
  (19:11–19:47)
• Meta is laying off 1,000 Metaverse division employees after $70B in operating losses; pivoting to AI glasses.
  (19:48–20:09)
• Aldi: Fastest-growing US grocery chain, adding 180 stores. (20:12–20:35)

Inspirational Fact: Martin Luther King Jr.’s Draft Run

[20:45–21:23]

• “Did you know [MLK] delivered [the ‘I Have a Dream’] speech one time before he famously delivered it in D.C.?” (Nick, 20:52)
• Stats: College at 15, PhD at 26, Nobel Prize by 35, arrested 29 times. (Jack, 21:03)

Banter & Sign-Off

• Jack shares his "undisputed" 2-0 QB record at Middlebury (21:31–21:49).
• Community shoutouts and birthday wishes with Nick & Jack's signature positive energy (22:09–23:03).
• Listener appreciation: “Nick and Jack, you’ve completely changed the way I look at the market…” (Listener Oliver Peterson, 23:39).

Memorable Quotes & Timestamps

• “Dr. GPT in your pocket might prevent a trip next time when you have a false alarm.” —Jack (09:16)
• “Every college stadium is actually an NFL stadium. They just don’t know it yet.” —Jack (12:53)
• “I actually think it's immoral to charge a consumer 40, 50 bucks for something that we can clearly show you can make for less and… have just as good or better quality.” —Tarang Amin, ELF CEO (17:45)
• “8pm on Sunday in January is the absolute frenzy of peak dating app activity.” —Jack (02:11)
• “Healthcare industry is about to have its Ozempic moment.” —Jack (08:35)

The Takeaways

• Medical AI: OpenAI and Anthropic are bringing AIs to healthcare, aiming to cut admin bloat and empower both patients and doctors—though true diagnosis remains the physician’s domain (for now).
• Stadium Tech Boom: College football’s pro-ification means big money for stadium tech companies like Daktronics as Jumbotron demand surges nationwide.
• Community-Proofed Beauty: ELF’s “zero distance” to customer feedback and morality of affordable quality has made it number one—see more in the full CEO interview.

For new listeners:
This episode combines quick-witted banter, memorable business analogies, and actionable insights to keep you sharp on the week’s buzziest business news. As Nick and Jack say, “Celebrate the wins.”