💊 “Dr. Altman” — ChatGPT’s Health launch. Daktronics’ football jumbotrons. Elf CEO Tarang Amin. +Dating Sunday

Summary

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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.

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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)

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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.

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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)

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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).

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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)

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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.

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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.”

Transcript

[Jack]

This is Nick, this is Jack.

[Nick]

It's Friday, the real Friday, January 16th. And today's pot is the best one yet. This is the best show we've ever done, baby.

[Jack]

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

[Nick]

But yetis, it's three day weekend, so Jack and I are whipping up a little surprise for you for your holiday.

[Jack]

Monday on MLK Day, we're publishing a full interview with the CEO of Elf Beauty.

[Nick]

More on that in a hot minute. But in the meantime, Jack, what's the mix for today's show?

[Jack]

For our first story, the biggest move in tech this week is that that AI graduated from medical school.

[Nick]

OpenAI and anthropic both launched medical chatbots. So we booked an appointment with Dr. GPT.

[Jack]

For our second story, it's the biggest college football weekend of the year. And one stock is celebrating. Daktronics.

[Nick]

Daktronics, because as college football becomes more like the pros, they're ordering jumbotrons from the dac.

[Jack]

And our third and final story, we interviewed the CEO of Elf Beauty, and he's also honestly, incredible.

[Nick]

What a guy.

[Jack]

The whole interview publishes on Monday while markets are closed for MLK Day.

[Nick]

But today, Jack and I are teasing one wild clip of that interview with Gen Z's favorite beauty brand.

[Jack]

And this clip is about the glory of dupes.

[Nick]

It's all about the dupes.

[Jack]

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

[Nick]

I mean the mix. Love the mix of stories today, Jack.

[Jack]

January, underappreciated month.

[Nick]

I would say so. Jack, stocks are up, skiing is downhill, and full disclosure, my birthday's in like five days, man. Six days. What day is it exactly? Oh, you know, J.

[Jack]

Of course I know. I'm not gonna miss your full birthday.

[Nick]

I'll miss your quarter two quarters Thursday, but who's counting? Besties.

[Jack]

But the biggest event in January is dating Sundays.

[Nick]

That's right. Every Sunday this month is the unofficial holiday of the single people Sunday.

[Jack]

It's already the biggest day for dating apps in general.

[Nick]

You swipe on Sunday, so you first date on Friday, that's the pro tip.

[Jack]

But Sundays in January are the biggest of all.

[Nick]

Get this. Tinder sees that January Sundays have 18% more likes than the rest of the year.

[Jack]

And OkCupid says January Sundays have 70% more swipes than the rest of the year.

[Nick]

Okay, but pause the pod, Jack and I got curious. Jack, when exactly is the ultimate time for swiping on Sundays in January?

[Jack]

The climax, you mean? 8pm on Sunday in January is the absolute frenzy of peak dating app activity.

[Nick]

I see what you did there. The solstice is sliding into the DMs.

[Jack]

8Pm on Sunday is the equinox of.

[Nick]

Flirt emojis, the pinnacle of performative maleness. Pickup lines, if you will.

[Jack]

Maybe it's the New Year's resolutions, maybe.

[Nick]

It'S the Valentine's Day countdown.

[Jack]

Either way, there's nothing more romantic than 8pm this Sunday, especially on a three day weekend. So, Yetis, you look amazing.

[Nick]

Shoot your shot now. Put that puppy in the profile pic and Jack and I will hit our three stars.

[Intro 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.

[Intro Announcer]

Start the show, start the show.

[Nick]

First, a quick word from our sponsor.

[Raj]

Hey, it's Raj and Noah. And we're back with a new season of Am I Doing It Wrong? The show that explores the all too human anxieties we have about trying to get our lives right.

[Noah]

Because we're still doing a lot of stuff wrong.

[Raj]

But who? Who isn't? That's why each week we're talking about the topics that we could all use a little helping hit with. Whether it's making new friends as an adult, managing our emotions, or even dreaming.

[Noah]

We'll be talking to experts in their fields who are definitely doing things right. So the rest of us can be a bit wiser and a lot better equipped to handle whatever life throws at us.

[Raj]

Subscribe now and listen to new episodes of Am I Doing It Wrong? Dropping every Thursday starting January 1st, wherever you get your podcasts.

[Noah]

And for the first time ever, we're going to have full video episodes on YouTube. Because as long as there are things to get wrong, we're going to be right here to help you do them better.

[Jack]

Love y'.

[Nick]

All.

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[Nick]

For our first story, it's Chatgpt. I'm sorry, I'm sorry. I'm sorry, Dr. Chatgpt. Because OpenAI and Anthropic both just launched Healthbots in the same week.

[Jack]

Nick. They didn't go to artificial medical school for nothing.

[Nick]

I didn't see that in the prescription.

[Jack]

Jack Yeti's ChatGPT Health is the healthcare industry's ozempic moment.

[Nick]

Now, Yetis. Interestingly, last week, Elon Musk said that going to medical school in three years.

[Jack]

Will be pointless because robots will be able to perform surgery.

[Nick]

Well, Elon's arch nemesis, Sam Altman doesn't think that's going to take three years. He thinks that's today.

[Jack]

Because last week, OpenAI snagged some scrubs and a stethoscope to launch ChatGPT Health.

[Nick]

A dedicated space for conversations with a chatbot about your health.

[Jack]

The virtual doctor will see you now. That's the best part of virtual health.

[Nick]

No waiting.

[Jack]

Although I should point out there is a wait list for this app, so it kind of is waiting.

[Nick]

That is ironic. Now, the reason they launched this is because, well, the data 230 million people were already asking questions on health and wellness every single week to ChatGPT.

[Jack]

And now those questions will be siloed away on ChatGPT Health so that they remember your health situation and layer on some extra privacy and security.

[Nick]

Yeah. What Jack's saying is, like, if you use ChatGPT at work and ask it to make you a deck on the quarterly earnings report, it won't accidentally stick.

[Jack]

A picture of that thing on your thigh you uploaded on slide 7.

[Nick]

I know. What the heck is that thing now?

[Jack]

Funny timing, because one week after OpenAI's announcement on Monday, Anthropic launched Cloud for healthcare.

[Nick]

Basically, Anthropic, OpenAI's rival, launched the same thing for the same exact medical reason.

[Jack]

And the key value proposition for both of these healthcare apps is that you can upload your whole Mychart so the chatbot will know everything about your medical situation and your history.

[Nick]

I mean, you're linking your health tracking apps, your Fitbits, your blood tests. This thing's gonna know your step count, if you want it to know from your iPhone.

[Jack]

So then when you have an appointment coming up or have a health issue, the chatbot remembers everything about you, add.

[Nick]

It all up, and ChatGPT is the new Grey's Anatomy, baby.

[Jack]

But it is a trade off we're all gonna have to face. Like, do you wanna give Sam Altman your most sensitive medical data, Nick?

[Nick]

If you do, Jack, you will have a free doctor in your pocket. But then again, that doctor could blackmail you in some future AI.

[Jack]

Crazy dystopia, Season eight of the Black Mirror.

[Nick]

Now, we also should point out, Yetis, that the lawyers on this deal made OpenAI say that it is supporting not replacing care from clinicians.

[Jack]

And remember, large language models don't know what's true. They just predict what's true based on the most likely thing on the Internet.

[Nick]

Which is why OpenAI also added this caveat. Not intended for diagnosis or treatment.

[Jack]

Even though that's definitely what you're gonna use.

[Nick]

OpenAI's HealthBot for Grey's Anatomy. Not a fan of what we just described.

[Jack]

Okay, but Nick, plot twist.

[Nick]

Yes, Jack.

[Jack]

We're not surprised that people are already using AI to check their health situation. We are surprised, however, that doctors are using it too.

[Nick]

Get this yetis. As of last year, two out of three American doctors was already using AI in their practice. And we can see exactly how they were using it.

[Jack]

A lot of doctors use AI for admin tasks, right?

[Nick]

Like taking handwritten notes and digitizing them for the records.

[Jack]

Others use AI for interacting, translating for.

[Nick]

A patient who only speaks Spanish.

[Jack]

And other doctors use AI for clinical diagnosis.

[Nick]

AI has become the wingman in spotting issues on the X ray.

[Jack]

But it's an unspoken secret of the whole health industry. Your doctor's already using AI too.

[Nick]

Which leads to our takeaway, sponsored by thytastrosol, the once daily pill for that thing on your thigh. What's the takeaway for our buddies over at Dr. GPT?

[Jack]

The healthcare industry is about to have it's Ozempic moment.

[Nick]

Yeah, this is wild. But 30% of healthcare costs in America are for administrative work. 30 cents of every buck we spend goes to paper and paper pushers.

[Jack]

Literally paper. Like, how many times have you written your address on the same paper form for the same doctor's office zip code representative? Now, if our healthcare system can employ AI effectively in their office, then that 30% admin share can go way down.

[Nick]

The analogy here, like taking Ozempic. Healthcare costs can slim down with this new technology, but patients can maybe cut.

[Jack]

Down their healthcare costs too with fewer and more efficient healthcare visits.

[Nick]

I mean, Jack, how many times have you visited a doctor, a hospital, or an urgent care to learn it was actually nothing on your thigh?

[Jack]

Dr. GPT in your pocket might Prevent a trip next time when you have a false alarm.

[Nick]

So besties, both on the patient side and on the industry side, AI can lower the cost in healthcare.

[Jack]

The healthcare industry. It's about to have its Ozempic moment. And if this podcast lasts longer than four hours, Contact your doctor.

[Nick]

For our second story. College football is rapidly becoming pro football. And the biggest stock market winner of that transformation. It's Daktronics.

[Jack]

Daktronics. Their Stock is up 10x in three years because every college stadium now has to have a Jumbotron.

[Nick]

Yetis circle the calendars. Monday night, Indiana plays the University of Miami for the college football national championship.

[Jack]

If Miami Wins, they'll be 142 national champions, Jack.

[Nick]

That's a 16 game season for college football.

[Jack]

I know. This season has gotten so long. Twenty years ago, when USC won the championship, they won with an 110 record.

[Nick]

More specifically, the season's gotten 45% longer in college football over two decades because college football is becoming pro football.

[Jack]

Mo games, mo money.

[Nick]

Which leads to the news. The University of Illinois just ordered a $10 million Jumbotron for their college stadium.

[Jack]

Illinois? They're not even like a football stadium.

[Tarang Amin]

Whoa.

[Nick]

We got a lot of Illinois listeners out there, Jack.

[Jack]

I know, but even Illinois listeners know they're not a football school.

[Nick]

Jack, you gotta take the Michigan energy from a 10 to an 8 on this one, buddy.

[Jack]

250Ft long, 69ft high. This is a television that runs nearly the length of the football field.

[Nick]

And Jack, we haven't even seen the size of the remote yet.

[Jack]

True. And that Jumbotron is all going to be booked as $10 million of revenue for Daktronics.

[Nick]

Pause the pod. Yeti's Daktronics is the pride of Sioux Falls, South Dakota. And by Jackson my research, the only publicly traded company from Sioux Falls, South Dakota.

[Jack]

Well, the only South Dakota company we've covered on the pod so far.

[Nick]

Fair Point. Fair Point, Chad. And quietly, they have become the biggest brand in what they call scoring and audio visual systems. Wild industry.

[Jack]

It's way cooler than how they call it. So let's go back to their history. In 1968, Daktronics built the first electronic basketball scoreboard.

[Nick]

In 1980, they did all the scoreboards for the Lake Placid Winter Olympics.

[Jack]

In 1998, they did the first jumbotron at an NFL stadium for the Tampa Bay Buccaneers.

[Nick]

You can watch that QB sneak in HD.

[Jack]

And then in 2001, they pivoted from sports to digitize the outdoor billboard.

[Nick]

Yay. You know, the Coca Cola sign of Times Square. Yep, that's Daktronics's work.

[Jack]

And then in 2017, they built what at the time was the world's largest screen at Mercedes Benz Stadium in Atlanta where the Falcons play.

[Nick]

And finally, fast forward to today. And the biggest screen in the world is the exterior of the sphere in Las Vegas.

[Jack]

And Daktronics did not do that one.

[Nick]

No, no, they actually didn't do the biggest screen.

[Jack]

No, they faced some competition, including from Sony, Samsung and a bunch of other companies you never heard of.

[Nick]

But still, Daktronics stock has jumped 1000% in the last three years. Because investors focus on the future.

[Jack]

They focus on the growth potential. And that growth is that college football is becoming pro football.

[Nick]

So, Jack, since You are a four time backup starting quarterback who also holds multiple disputed D3 records.

[Jack]

No, not disputed. Undisputed. I'll share the record at the end of the pod.

[Nick]

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

[Jack]

It's arena arbitrage. Every college stadium is actually an NFL stadium. They just don't know it yet. Yeah.

[Nick]

Full disclosure, Jack and I love how college sports is different than pro sports. We both played college sports. We love the amateur game, the bleachers.

[Jack]

The pep band, the silly halftime rituals and the much lower priced tickets.

[Nick]

Yeah, especially for our lacrosse games. But the reality is that college sports is now pro sports, which means prices are going up.

[Jack]

Just about every NFL stadium already has a huge Jumbotron. It's key for the nosebleeds. You can't see the field, but you can see the big screen.

[Nick]

But to justify higher priced tickets, it won't just be the University of Illinois buying a Jumbotron from Daktronics.

[Jack]

In our opinion, all 136 Division 1 college football programs are going to buy a Jumbotron. And it might be from Daktronics.

[Nick]

Plus, colleges would use those Jumbotrons for concerts as well.

[Jack]

Daktronics reveals the arbitrage opportunity of college arenas.

[Nick]

Every college stadium is about to become an NFL one. Now, a quick word from our sponsor.

[Raj]

Hey, it's Raj and Noah. And we're back with a new season of Am I Doing It Wrong? The show that explores the all too human anxieties we have about trying to get our lives right.

[Noah]

Because we're still doing a lot of stuff wrong.

[Raj]

But who isn't? That's why each week we're talking about the topics that we could all use a little helping hit with. Whether it's making new friends as an adult, managing our emotions or even dreaming.

[Noah]

We'll be talking to experts in their fields who are definitely doing things right, so the rest of us can be a bit wiser and a lot better equipped to handle whatever life throws at us.

[Raj]

Subscribe now and listen to new episodes of Am I Doing It Wrong? Dropping every Thursday starting January 1st, wherever you get your podcasts.

[Noah]

And for the first time ever, we're going to have full video episodes on YouTube. Because as long as there are things to get wrong, we're going to be right here to help you do them better.

[Jack]

Love y'.

[Nick]

All.

[Stiles Mackenzie]

We interrupt this program to bring you an important Wayfair message. Wayfair's got Style Tips for Every Home. This is Stiles Mackenzie helping you make those rooms sing. Today's Style Tip when it comes to making a statement, treat bold patterns like neutrals. Go wild like an untamed animal. Print area rug under a rustic farmhouse table. From wayfair.com fierce this has been your Wayfair style tip to keep those interiors superior.

[Jack]

Wayfair Every Style, Every Home.

[Nick]

For our third and final story, it's actually an excerpt from our interview with Tarang Amin, the CEO of E L F Beauty.

[Jack]

Tarang was a consummate professional.

[Nick]

To be clear, he was great.

[Jack]

So we talked to him about how ELF has become the number one company in cosmetics.

[Nick]

We also talked to him about them acquiring Hailey Bieber's makeup business. And some advice for Jack's 42 step skincare routine.

[Jack]

Spoiler yes, my forehead is too shiny.

[Nick]

Very dewy though.

[Jack]

Jack the full episode publishes Monday, but here's one clip Clip to give you.

[Tarang Amin]

A taste, we have a concept where we call it zero distance. Zero distance between the C suite and our community. You know, I'll tell you a story. My CMO terrorizes me every few months. She comes and drags me onto TikTok Live. And you know, she doesn't get up there and she's not even very nice about it. She doesn't say, all right, you got the big boss. Tell them what you want, and the chat field will just light up. It'll just go crazy. There was one last year where I got on and a bunch of people said, hey, there's this prestige product. They make these bronzing drops. We love them, but I think they're 39 bucks. We can't afford 39 bucks. Help us out. And I'm reading the chat field. I'm like, yeah, okay, you want some bronzing drops? And then there's like another 20 chats right after that. And they're like, no, no, boss man, we want them now. I will literally leave that call a bit terrorized or traumatized. And. And the first thing I'll do is I'll call it my head innovation. We have a three year product pipeline. I'll say, oh, my God, please for the love of God, tell me we have some bronzing gloves. And she's like, yeah, we do. I'm like, great, great. When are they coming out? And she's like, oh, we got them slated for 18 months from now. And I'm like, oh, no, no, no, no. I cannot have our community yell at me. Move it up. And we launched them within six months. And that's our entire model. It's like, 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? And that's fueled the entire model, particularly this day and age. Our strength with our community, particularly on social, really makes that model work where we're not dependent on some celebrity or advertising or something else to be able to get the word out. Our community is our absolute best advocates.

[Jack]

They must have freaked out when you launched that product for eight bucks.

[Tarang Amin]

Oh, my God, they did.

[Nick]

Well, Turing, two questions about that Christian Dior dupe product that Jack and I have been dying to ask on dupes in general with you. The first is any moral hesitation on copying someone's idea. I see how you're saying you're influencing, but was there any moral hesitation there?

[Tarang Amin]

I'd say it was a moral authority responsibility. I actually think it's immoral to charge a consumer 40, 50 bucks or something that we can clearly show you can make for less and actually have just as good or better quality. And you know, I mentioned earlier, 2/3 of Americans live paycheck to paycheck. We think it's immoral to charge a lot of money to those people who are barely making it. So we take great pride in being able to put our ELF twist on and be able to have the best of prestige at a fraction of the price.

[Nick]

Lululemon, if you're listening, Terang Amin just made the moral case for the dupe as the right thing to do. The second question, by the way, Jack, is. Is just why, by the way, is Christian Dior so expensive in the first place? Jack, could you whip us up the takeaways to head to the weekend?

[Jack]

OpenAI and Anthropic both launched chatbots this month specifically for healthcare, but it does not replace your doctor healthcare.

[Nick]

It's about to have its Ozempic moment and Sami Altman is going Doogie Howser.

[Jack]

For our second story. Daktronics stock is surging as college sports adds pro sports features like giant Jumbotrons.

[Nick]

Because every college stadium is now a pro stadium. They just don't realize it yet.

[Jack]

And our third and final story, E L F Beauty now sells the number one product in all of beauty. It's the Power Grip Primer.

[Nick]

And ELF did it with their zero distance principle. And you can learn more about that and more in Monday's full interview.

[Jack]

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

[Nick]

First, coolest bank on Wall Street, Goldman Stanley, we're calling it now.

[Jack]

Both of those investment banks are thriving, as announced in their Thursday investment banking earnings.

[Nick]

Remember Yetis? We covered Goldman's wild news back in November, including their record merger and acquisition advisory fee of 110 million bucks for electronic Arts.

[Jack]

Well, both Morgan Stanley and Goldman Sachs earned almost exactly $4.4 billion in quarterly profits last quarter.

[Nick]

If you're swiping Tinder on Sunday and see someone named Goldman Stanley, swipe right.

[Jack]

They'Re paying for dinner.

[Nick]

And second, Meta has begun layoffs of their Metaverse division. Sadly, 1,000 jobs are expected to be.

[Jack]

Since Meta changed their name from Facebook, they've actually racked up $70 billion of operating license in that Metaverse division.

[Nick]

So now Zuck's cutting those stunning Metaverse losses and pivoting to AI devices like glasses.

[Jack]

Meta may have to change their name once again.

[Nick]

And finally, Aldi is officially America's fastest growing grocery chain. They're adding 180 new stores in just the next couple years.

[Jack]

In this economy, German frugality is thriving.

[Nick]

Aldi has 2.5 of the grocery market here in America. They're still way behind Walmart's 25%, but.

[Jack]

They'Re growing fast and they're even snagging Whole Foods faithful.

[Nick]

If you want us to do a story at Aldi, drop a comment in the comments. Now time for the best fact yet. This one whipped up by Jack and me before you head into the three day weekend. Jack, what do we got?

[Jack]

The I have a Dream speech by Martin Luther King Jr. Was delivered in August at the national mall in Washington.

[Nick]

D.C. goris most famous speech.

[Jack]

But did you know he delivered that speech one time before he famously delivered.

[Nick]

It in D.C. Dr. Martin Luther King actually kind of like soft launched the I have a Dream speech before he really did It.

[Jack]

Yeah, he did. A couple months prior to Washington, he did it in Detroit. And the audience must have been so floored. He's like, I'm gonna do this in D.C. in front of the Lincoln Memorial. He was arrested 29 times in his life. He went to College at age 15, got a PhD at 26 and a Nobel Prize by 35.

[Nick]

Not.

[Jack]

Not too shabby.

[Nick]

Yetis, you have looked fantastic all week. Congratulations on getting to the real Friday.

[Jack]

I promised I'd share my NCAA college football record.

[Nick]

Oh, yeah, the disputed one.

[Jack]

No, the undisputed one. So as a starting quarterback.

[Nick]

Yes.

[Jack]

At Middlebury College, I went 2. 0. What winning percentage is that, Nick?

[Nick]

By my math, Jack, that's 100%.

[Jack]

That's an NCAA record.

[Nick]

Yet he's happy swiping on Sundays. Celebrate the wins. If you've got a takeaway, drop it in the comments. And Jack and I, we'll see you Monday. Celebrate the wins. And before we go, a happy birthday to legendary yeti Tony Howard, turning 27 somewhere on a boat.

[Jack]

And happy birthday to Derrick Edwards in Tuscaloosa, Alabama.

[Nick]

And Kunal Dovey in Irvine, California. Celebrate the best birthday yet.

[Jack]

And happy birthday to Amy Klein in New York City, who's going to a Broadway play to celebrate Amy. Best restaurant in the Broadway district, Lattanzi. It's actually where Lauren Michaels takes his guests who star on SNL pro tip.

[Nick]

And across the river, a happy birthday to Mira Ashwin, celebrating in Ridgewood, New Jersey.

[Jack]

Happy 37th birthday to Devin M. Young in Atlanta, Georgia, who's launching a fine art photo business.

[Nick]

And Jack, legendary Eddie Jack, Sigh is turning 39 years old. This guy is the best one yet in New York.

[Jack]

And happy birthday to Jackson Levine turning 14 years old in San Antonio, Texas.

[Nick]

And Lisa Smith, happy 47th down in Gilbertsville.

[Jack]

Happy 30th birthday to Catherine Pizzani in Philadelphia.

[Nick]

And Matt Keller. Celebrate the best birthday in Laguna Beach, California, baby.

[Jack]

And happy birthday to Lance Hunt, the DJ in Miami, fla. And Jack, we.

[Nick]

Got a new dental school student over in Virginia, Hannah Truong. You got this.

[Jack]

Congratulations to Jeffrey Morales in San Francisco, who's got a new data scientist job at Makena Capital.

[Nick]

And Maria Jose down in Denver just paid off their student loans.

[Jack]

Maria and Oliver Peterson in London, if you're listening, that was the best comment ever.

[Nick]

Thank you for leaving that comment, man.

[Jack]

And to anyone else celebrating something today, make it a T, boy.

[Nick]

Celebrate the wins. Did you see his comment?

[Jack]

I have not seen it, dude.

[Tarang Amin]

No.

[Nick]

All right, let me read this to you. Jack T Boy has been my essential morning ritual for three years. Nick and Jack, you've completely changed the way I look at the market and sparked a genuine passion for investing I never knew I had. My life and my portfolio are better because of the show. Thank you for making us feel brighter every single day. Oliver Peterson in London.

[Jack]

Wow.

[Nick]

Wow. That was incredible. So, so incredible. What a guy. Thank you, guys.

[Raj]

Hey, it's Raj and Noah. And we're back with a new season of Am I Doing It Wrong? The show that explores the all too human anxieties we have about trying to get our lives right.

[Noah]

Because we're still doing a lot of stuff wrong.

[Raj]

But who isn't? That's why each week we're talking about the topics of that we could all use a little helping hit with. Whether it's making new friends as an adult, managing our emotions, or even dreaming.

[Noah]

We'Ll be talking to experts in their fields who are definitely doing things right, so the rest of us can be a bit wiser and a lot better equipped to handle whatever life throws at us.

[Raj]

Subscribe now and listen to new episodes of Am I Doing It Wrong? Dropping every Thursday starting January 1st, wherever you get your podcasts.

[Noah]

And for the first time ever, we're going to have full video episodes on YouTube. Because as long as there are things to get wrong, we're going to be right here to help you do them better.

[Raj]

Love you.

[Nick]

Go.