👁️ “eyePhone” — Zuck’s screen-in-lens glasses. Kodak’s renaissance moment. Quarterly Earnings psych. +Treadmill trends.

Summary

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The Best One Yet: 👁️ “eyePhone” — Zuck’s screen-in-lens glasses. Kodak’s renaissance moment. Quarterly Earnings psych. +Treadmill trends.

Hosts: Jack Crivici-Kramer & Nick Martell
Date: September 17, 2025
Podcast: The Best One Yet (Nick & Jack Studios)

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Episode Overview

On today’s twenty-minute pop-biz news episode, Nick and Jack tackle three eclectic and timely business stories:

1. Meta’s imminent reveal of smart glasses with a screen in the lens — the so-called “eyePhone.”
2. The unexpected move to gut quarterly earnings reporting, and what that means for investor psychology and corporate strategy.
3. Kodak’s stunning comeback, as the photography icon leans into fashion and retro trends — plus how Labubu dolls inspired their latest hit product.

The duo mixes practical takeaways and sharp wit in a whirlwind episode perfect for your morning oatmeal and treadmill session.

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Key Discussion Points & Insights

1. Treadmills: The Fad-Proof Fitness Trend

[01:14 - 03:25]

• Nick and Jack open the show by riffing on the “three F’s of fads”: Food, Fashion, and Fitness, declaring fitness, particularly treadmills, to be especially prone to fleeting trends.
• Treadmills, though, have proven rock-solid:
  • 57 million Americans use treadmills, unchanged over the past six years ([02:13]).
  • Other fitness routines surged or plummeted during the pandemic; treadmills stayed consistent ([02:25]).
  • Still the #1 bestselling fitness product, with $1 billion a year in sales ([02:30]).
  • “The only fitness activity more popular than treadmills is walking. And guess what? You can walk on a treadmill.” — Nick ([02:35])
• Fun Fact: The treadmill originated as a 19th-century British torture device ([02:54 - 03:04]).

“Jack, fitness — that is the fattiest of the three Fs of fads.”
— Nick ([01:39])

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2. Meta’s "eyePhone": Smart Glasses with a Screen-in-Lens

[05:32 - 10:44]

Product Reveal

• Meta to announce “Meta Ray Ban Display” smart glasses at Meta Connect tonight, per a leaked video ([06:09], [07:07]):
  • $800 price point.
  • Features a display on one lens for navigation, translations, text, or AI assistant feedback ([06:35], [07:02], [08:26]).
  • Can be controlled by voice or a new wristband — described as a “mouse-less mouse” for micro-gestures ([08:31], [08:45], [08:51]).
• Aims to address “neck friction” — the physical toll of always looking down at smartphones:
  • “Smartphones have literally, literally changed the shape of the human body... in one or two generations we’re gonna have an L-shaped spine.” — Jack ([07:57])

Why It Matters

• These are NOT full AR (augmented reality) glasses, but a vital first move toward replacing smartphones and solving the “neck problem” ([09:10], [09:15]).

Business Takeaway

• “Hardware gets all the attention, but software gets all the profits.” ([09:36])
  • Windows, Roku/Fire Stick, and Android made the real money by owning the OS/app layers, not the headline-grabbing hardware ([09:48 - 10:26]).
  • Zuck has resented paying Apple/Google “app taxes”—this is his play to own the platform ([10:26]).

“Since iPhones were invented, half our lives have been looking down.”
— Nick ([07:41])

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3. Killing Quarterly Earnings Reports: Toward Long-Term Thinking

[10:44 - 15:42]

The News

• President Trump proposes halving the frequency of mandatory financial reports: from quarterly to twice a year ([10:53], [12:00]).
  • “It’s an inefficient use of resources.” — President Trump ([11:54])
• The current regimen (since 1970) was meant for transparency, but creates compliance burdens ([12:26], [13:12]).
• Transparency is good! But too much can become “costly red tape with unintended consequences.” ([13:34], [13:43])

Key Insights

• Quarterly reporting is like “going on a first date all the time.” ([12:00])
• Shift may entice more companies to go public, as excessive reporting currently discourages IPOs ([15:04]).
• Europe already reports twice a year ([15:24]).

Notable Quotes

“If you are sitting in the shade today, it’s because someone planted a tree a long time ago.”
— Warren Buffett, cited by Jack ([14:12], [15:42])

• Warren Buffett and Jamie Dimon wrote the 2018 op-ed, “Short Termism is Harming the Economy,” criticizing the “quarterly treadmill.” ([14:18], [14:26])
• Elon Musk keeps SpaceX private, and has threatened to take Tesla private, due to the burdens of public reporting. ([14:45])

Takeaway

• Nick & Jack favor this change: “Being freed from quarterly reporting, CEOs will build for the long term.” ([15:29])

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4. Kodak’s Renaissance: From Cameras to “Neutro” Brand Power

[18:05 - 23:20]

Kodak’s Comeback

• Iconic photography company nearly collapsed after inventing but failing to commercialize the digital camera ([19:26], [19:38]).
• Kodak is now flourishing via brand licensing: 44 contracts for everything from luggage to solar panels and apparel ([20:07], [20:18]).
  • “In South Korea, Kodak’s brand is particularly cool... they’ve opened 123 brick-and-mortar locations.” — Jack ([20:29], [20:36])
• New product: the “Charmer” retro camera, sold in “blind boxes” (inspired by Labubu dolls) — instantly sold out ([21:14], [21:28], [21:33]).
  • Digital camera with old-school filters for $30 ([21:06], [21:14])

Notable Quotes

“Kodak not again! Let us buy it.”
— Nick ([21:46])

• “Kodak’s not retro-ing. They’re neutro-ing.” (Nostalgic + new) — Jack ([21:53])
• “It’s a nostalgic brand, but adapted and reformatted for contemporary styles.” ([22:15])

Takeaway

• Kodak typifies the “neutro” trend: remixed vintage brands and tech, updated for 2025 life.
  • “This isn’t retro, it’s neutro. And Kodak… is crushing neutro.” ([22:37])

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Memorable Moments & Quotes

• “The treadmill technology is just so simple. It’s simply undisruptible. It’s like the email of workouts.” — Nick ([02:42], [02:46])
• “Mark Zuckerberg has hated the last 15 years of having to pay app taxes to Google and Apple. But now Zuck’s hoping… his software makes all the money.” — Jack ([10:26], [10:38], [10:41])
• “Ringing the bell on the New York Stock Exchange is glorious. But then the CEO’s gotta jump on that earnings treadmill in 10 minutes.” — Nick ([15:16])
• “There’s nothing trendier for Gen Z than to grab a Yahoo.com email address.” — Jack ([22:02])

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Important Segment Timestamps

• Treadmill segment and fad-proof fitness: [01:14 – 03:25]
• Meta’s eyePhone (smart glasses) leak & tech breakdown: [05:32 – 10:44]
• Quarterly earnings change & philosophy of long-termism: [10:44 – 15:42]
• Kodak’s renaissance, retro product launch, and fashion play: [18:05 – 23:20]

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Additional Quick Hits

• Fed Watch: Announcement on potential interest rate cut, schools should be closed for the occasion — tongue-in-cheek ([23:28 – 23:45]).
• TikTok Deal: Beijing to license TikTok’s “algorithm” to the U.S., leaving data/security risks unresolved ([24:02 – 24:19]).
• Costco PSA: Kirkland-brand Prosecco bottles may spontaneously explode; wrap in a blanket for safety ([24:26 – 25:00]).
• Best Fact Yet: Goodwill debuts as a runway brand at New York Fashion Week — “One man’s trash is another man’s couture.” ([25:11 – 25:35])

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Tone & Language

The hosts’ trademark mix of quick banter, playful jabs (“Jack, can you please gather your W2s?”), pop culture, and pop-biz insight give the episode a witty, conversational energy. They tie every story back to practical, memorable business lessons without feeling heavy-handed.

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Wrap-Up: The Three Big Takeaways

1. Meta’s new smart glasses are about posture, not just gadgets — but the real value is in the software layer.
2. Shifting from quarterly to semiannual earnings could free up companies for real long-term thinking, at the cost of frequent transparency.
3. Kodak’s revival rests on “neutro” — nostalgia products modernized for new lifestyles and markets.

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“If you are sitting in the shade today, it’s because someone planted a tree a long time ago.”

— Jack (quoting Warren Buffett, [14:12], [15:42])

Use these insights to sound smarter at your next breakfast — and maybe skip that third pint of hot fudge ice cream.

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Transcript

[A]

This is Nick, this is Jack. It's Wednesday ceviche Wednesday, September 17th. And today's pod is the best one yet. This is a T, boy.

[B]

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

[A]

One sec, Jack. Let me check the memo machine because apparently my memos to wear pink on Wednesdays aren't getting fruity over there.

[B]

Dude, it's just like fetch. This is not gonna be a thing.

[A]

Slammin Salmon Wednesdays.

[B]

Give up on it.

[A]

It works, trust me. It's New York Fashion Week. Jack, three toys for today's team. Boy, what do on the pod.

[B]

For our first story, meta connect begins today. The two day product unveil and developer conference of Mark Zuckerberg.

[A]

But we already got the leak on what Zuck's gonna reveal. Ray Bans with a screen on the lens for 800 bucks.

[B]

For our second story, the President wants to end quarterly earnings and make them an every six month thing. Instead he wants to kill him.

[A]

So Jack and I will explain the psychology behind long term thinking.

[B]

And our third and final story is Kodak. Their cameras are an endangered species, but the Kodak brand is everywhere, including on.

[A]

A sold out throwback product. And it's all thanks to Labubu dolls.

[B]

But yetis before we hit that wonderful mix of stories.

[A]

Oh, what a mix of stories. No one else is doing that mix today.

[B]

Nick, One of the takeaways I think is most accurate that we've ever done is the three Fs of fads.

[A]

That's one of our most beloved takeaways. The food, fashion and fitness. Three Fs of fads.

[B]

Those are the three industries most vulnerable to fads.

[A]

Whatever food, fashion or fit is trendy right now. It won't be in five years.

[B]

But I want to focus on fitness for a second.

[A]

Oh, Jack. Fitness. That is the fattiest of the three Fs of fats.

[B]

SoulCycle had its cult moment for like three years in the early 20 odds.

[A]

Oh, totally.

[B]

Berries had a big badass boom right when I was in California.

[A]

Jack, remember the great boxing studio binge of 2015?

[B]

Everyone was boxing for like 18 months.

[A]

Full disclosure, we still own shares of Peloton because we hope it comes back.

[B]

Unfortunately, we didn't sell it after 18 months.

[A]

But besties Jack and I just got data that that one fitness routine defies all fads.

[B]

The treadmill.

[A]

The treadmill. It's the only fitness routine that's fad proof.

[B]

Here's the news. 57 million Americans use a treadmill today.

[A]

Which is the exact same number as six years ago, according to the Sports and Fitness Industry association, every fitness routine.

[B]

Has been way up or way down during the pandemic. But treadmills were just constant.

[A]

It remains the number one bestselling fitness product, doing a billion bucks a year in sales.

[B]

The only fitness activity more popular than treadmills is walking. And guess what? You can walk on a treadmill.

[A]

The treadmill technology is just so simple. It's simply undisruptible.

[B]

It's like the email of workouts.

[A]

Oh, totally.

[B]

It's a technology that just won't go away.

[A]

But here's the treadmill plot twist. Yetis.

[B]

Did you know that the treadmill was actually invented as a torture device?

[A]

Yeah, 19th century England. If you committed a crime, they punished you with a few hours on the treadmill.

[B]

And I think even today we all get it. Because there's nothing more cruel and unusual than a 20 degree incline on the treadmill.

[A]

The judge just sentenced you, Jack, to a third degree bun burner.

[B]

Dude, you've fallen down on a treadmill before, right?

[A]

I'm not proud of it, but it's happened. Besties. The odds are right now you are on a treadmill. So Jack and I will save you the time and 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 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.

[A]

So just start the show.

[C]

Start the show.

[A]

First, a quick word from our sponsor. Now a quick break.

[B]

Switching topics to one of our favorite sponsors, Vital proteins.

[A]

Yeah, it is. We told you about vital proteins. They help support our hair, skin, nail, bone and joint health with those collagen peptides.

[B]

But after doing their ads for a few months, we told vital proteins, hey, we like to shake things up, okay?

[A]

But then they took us too literally. And guess what product Vital proteins just launched.

[B]

A ready to drink collagen protein shake with a smooth chocolate taste.

[A]

They shook it up too much. We're talking 30 grams of protein. Enough to grow a third bowl bicep, I think.

[B]

Nick. I've been using vital proteins for my coffee. Now I use it for my bicep curls too.

[A]

It's all the benefits of vital proteins collagen. But in an 11 ounce shake, you can grab go and Shake.

[B]

So go to www.vitalproteins.com to learn more and where to buy. Get 20% off your next order by entering promo code T Boy at checkout. Airbnb.

[A]

Yetis, Our show actually started as a side hustle over 10 years ago. It began in secret outside of our bank jobs.

[B]

We were worried we'd get food fired, so we didn't tell our bosses and we even left our names off the website.

[A]

So that was our side hustle, a media startup. But there are other side hustles that are a lot less risky than that.

[B]

And that have 0% chance of getting you fired. Like being a host on Airbnb.

[A]

In this economy, it's a fun and rewarding way to make money off the thing you're already paying for your house or your apartment.

[B]

I've hosted two previous apartments and my current chalet on Airbnb.

[A]

And when no one's using it, why not welcome a family, a couple that just got engaged?

[B]

You already have an Airbnb. You just didn't realize it yet.

[A]

Your home might be worth more than you think. Find out how [e-mail] host for our first story. Zuckerberg's big unveil is coming tonight. Smart glasses with a screen on the lens.

[B]

Watch out. Apple Meta's new iPhone killer is a literal real iPhone, as in eyeballs. It's the iPhone and it's being debuted tonight.

[A]

Oh, Yetis, Jack and I have told you many times that if any device is gonna replace the iPhone, it'll be the eyeglass. Really smart glasses is what we're talking about.

[B]

And today, Meta hosts Kinect, their big product unveil and developer conference, and they're gonna unveil the new Meta Ray Ban sunglasses with a screen on one of the lenses.

[A]

And Jack and I know that because there was a wild leak yesterday.

[B]

Meta accidentally uploaded a video to their YouTube page and then really quickly took it down. But the Internet does not unsee.

[A]

We saw it and we could not unsee it. So we turned it into a story for today's show.

[B]

So here's the product that'll be announced tonight. These new Ray Ban glasses. You'll be able to get Google Maps turn by turn directions in your vision of sight as you're walking from the east side to the west side.

[A]

Or, Jack, you could have navigation on your sunglasses as you're biking from San Francisco to Sausalita.

[B]

Or if you're in Barcelona, you can look at a menu in Spanish and the glasses will translate these Spanish letters on the menu to English in front of your eyes on the lens.

[A]

Ah, mas chorizo, por favor. Si, waiter, Si.

[B]

This isn't the future. They're here tonight. Reportedly they're gonna sell for 800 bucks a piece. And Zuck will confirm all the details at 5 o' clock Pacific.

[A]

It's called Meta Ray Ban Display. Cause they still are workshopping the name in our opinion. But it is the fourth version of Meta's partnership with Ray Ban and it is the biggest one yet.

[B]

Now the keyword is display. Cause of the screen. But the most important part of this unveil, in our opinion, is your neck.

[A]

Like literally like how you move your neck.

[B]

Because the groundbreaking technology here is known as HUD heads up display. Ah.

[A]

And to quote Jean Valjean from the musical Les Mis, ever since iPhones were invented, half of our lives have been look down.

[B]

We've been looking down at our phones.

[A]

I mean, cause you need to see a chiropractor by the time you turn 30 after a decade of staring at your phone.

[B]

Yetis smartphones have literally, literally change the shape of the human body. I think in one or two generations we're gonna have an L shaped spine. Cause we're all looking down at our phones.

[A]

Your great, great grandkids are gonna be missing two discs.

[B]

But if the screen is in the lenses of your glasses, then you can keep your head up all the time. Better posture, no neck friction.

[A]

And there's no friction in using this product.

[B]

Now let's get back to the product. The screen is tiny and only small bits of information can be on because it's only on one lens.

[A]

Yeah, it's like big enough for GPS or text messages or chatting with an AI bot.

[B]

You could use your voice to engage with the screen. Or you can use this new wristband Meta is going to unveil that is sold separately.

[A]

Get this. Meta has been working on a wristband since 2019. How does that work, Jack?

[B]

Hand micro gestures will help you engage with the device almost like a mouse. But there's no mouse, it's just your hand.

[A]

It's a mouse less mouse. You swipe a finger on the table, you draw letters. Your wristband will understand them as commands.

[B]

Somehow this wristband knows that you just drew the letter S with your fingers.

[A]

Because great technology feels like magic. But Jack, we should sprinkle on more context about what this is not. And this is not augmented reality.

[B]

This is not the Orion prototype that Zuck rocked at last year's Meta Connect event.

[A]

But these smart glasses do solve the fundamental Problem of the smartphone, neck friction.

[B]

It's gonna improve all of our posture. And they also show what Zuck's reality labs have been working on with those billions of dol of R and D.

[A]

Oh, that's what that went to. So, Jack, what's the takeaway for our buddies over at Meta?

[B]

Hardware gets all the attention, but software gets all the profits.

[A]

Yetis the big question of any new technology like this is where will the profits go? The operating system, the hardware? Will the apps make all the money?

[B]

With any breakthrough technology, Nick and I have noticed, it's the hardware that gets the looks, but the operating system that cashes the checks.

[A]

For example, just look at laptops, Gateway, Dell, and Compaq, they had all the commercials we saw. But Windows operating system that made the billions.

[B]

Look at the television industry. LG, Vizio, and Samsung, they dazzle us with OLED 4K screens, but it's Amazon's Fire stick and Roku that controls the screens.

[A]

And it's the same with smartphones. Htc, Nokia, and Motorola, they all made smartphones, but they all went out of business because Google's Android controlled the phone and took the profits. Nick.

[B]

Mark Zuckerberg has hated the last 15 years of having to pay app taxes to Google and Apple.

[A]

But now Zuck's hoping with these new glasses, the hardware gets the attention.

[B]

The Ray Ban sunglasses.

[A]

But his software makes all the money.

[B]

The meta money.

[A]

For our second story, President Trump wants to make the biggest change to Wall street in decades. Kill quarterly earnings.

[B]

Should companies report how they're doing four times a year or just two?

[A]

Yeah.

[B]

Should they think short term or long term? These are philosophical questions, and we're jumping.

[A]

Into them, and we'll explain it with ice cream. But before we do that, yetis, imagine, just imagine for a second if you had to file your taxes not every year, but every quarter.

[B]

I do not want to imagine that.

[A]

I mean, Jack, can you please gather your W2s? I'm gonna need your 1099s, that mortgage interest document, and a list of all your charitable donations, please.

[B]

And you gotta check your numbers twice, because if you're wrong, you could get in trouble. You could get audited.

[A]

Well, besties, that hell of administrative paperwork is the reality for people who work at publicly traded companies.

[B]

There are 4,000 publicly traded companies in.

[A]

America, which are the companies whose stocks you can buy on the stock market.

[B]

And for all 4,000 of those companies, they bear the burden of reporting audited financials to investors every three months.

[A]

And that costs time. It costs money. And it costs focus, doesn't it, Jack?

[B]

Yes, it does, Nick. And the President agrees. He said on Monday it's an inefficient use of resources.

[A]

Quarterly earnings are like the emotional equivalent of going on a first date all the time. It's a lot. So President Trump called on the SEC to reduce reporting requirements from every three months to every six months.

[B]

And since it's his sec, we expect it to happen.

[A]

Yes, we do.

[B]

Unless the President gets distracted and forgets about this issue altogether.

[A]

Now, Jack, as a couple of finance guys, can we please sprinkle on some historical economic context here, Please?

[B]

Quarterly earnings became required in America in 1970. So we've had 55 years of quarterly earnings calls.

[A]

And the reason that we make Uber, Nike and Comcast all publish information to the public every quarter. What is it?

[B]

Transparency. If companies are asking us to buy their stock, then as part owners of the company, we deserve some information updates.

[A]

I mean, Jack, I gotta say, there's something democratic about having a CEO come up to the microphone on a conference call every three months and answer the big questions.

[B]

And they have to tell the truth by law because they'll get sued if they.

[A]

So after the Great Depression stock market crash, the SEC required annual reports back in 1933 and then they upped them to every six months in 1955.

[B]

And in 1970 we upped it again. We made the transparency and reporting requirement be quarterly. Maybe that's too much though.

[A]

Well, Jack, nobody wants another Enron scandal. And we are all for corporate transparency over here.

[B]

Another benefit to quarterly earnings. It's fodder for this podcast.

[A]

Yeah, when Jack and I dive in T boy style. We are listening to the earnings calls. We're looking at the transcripts here, we're studying the financials.

[B]

It's all good stuff, but sometimes there can be too much of a good thing. Well intentioned regulations can turn into costly red tape with unintended consequences.

[A]

Just like ice cream is delicious, but when you eat two pints of ice cream, you vomited it up and swear you'll never have hot fudge again.

[B]

So if we do end up going from four earnings reports to two, the loss of transparency could be worth the benefits.

[A]

So that you can enjoy ice cream in a healthy, responsible way or the.

[B]

Financial benefits in our takeaway?

[A]

Yeah, they both work. So Jack, what's the takeaway for our buddies who are everyone watching the stock market?

[B]

If you are sitting in the shade today, it's because someone planted a tree a long time ago.

[A]

Yetis, we wish we could take credit for that, but it's actually a quote from Warren Buffett, the legendary investor. He thinks that quarterly earnings are just too frequent.

[B]

In fact, he and Jamie Dimon co authored an op ed in 2018 titled Short Termism is Harming the Economy because.

[A]

The quarterly treadmill of earnings forces companies to focus on the short term, not built for the long term.

[B]

And they might sacrifice what could be a great long term investment to make sure they hit this quarter's profit goals.

[A]

You know what? Our biggest entrepreneur in the country agrees. Elon has not IPO'd his company SpaceX because he hates public reporting.

[B]

And he's constantly threatening to take Tesla private because he hates public reporting.

[A]

CEOs can only focus on new initiatives for two months before suddenly they gotta turn their attention to the next earnings call.

[B]

And you can see the issue result in the stock market, the number of publicly traded companies is down from 7,000 to 4,000 in the last 25 years. That's huge, partly because companies don't want to go public and have to do all those reports.

[A]

Ringing the bell on the New York Stock Exchange is glorious. But then the CEOs got to jump on that earnings treadmill in 10 minutes. Oh my God.

[B]

And in Europe, this is already the reality. European companies report every six months, not every three.

[A]

So besties. Although it is editorially inconvenient for this podcast, ultimately we are for this change because we think being freed from quarterly reporting CEOs will build for the long term.

[B]

And if you are sitting in the shade today, it's because somebody planted a tree a long time ago.

[A]

Now, a quick word from our sponsor.

[B]

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For our third and final story, which if you're on a treadmill right now, means you only have five more minutes. By the way, Kodak, the century old camera company, just entered its fashion era.

[B]

Their latest retro camera is sold out because they borrowed the best marketing stunt of Labubu dolls.

[A]

Now besties, when Jack and I were in business school, some of our favorite case studies that we got to cover were on what not to do as a company.

[B]

Don't do what Blockbuster, BlackBerry or Sears did. That's what we paid 80 grand a year for.

[A]

They didn't see the disruption happening right in front of them. But there is one brand that stands out and that brand is Kodak.

[B]

Founded in 1892 in Rochester, New York, this camera company pioneered pictures and they Wingmanned your vacation to Disney World in 1998.

[A]

But it wasn't just photos, right, Jack? Like Kodak was culture.

[B]

Even gen zers today know what a Kodak moment is.

[A]

Kodak. They reached their peak valuation of 35 billion bucks in 1997. That's like six lifts.

[B]

150,000 employees helped Kodak control 90% of the US film market.

[A]

When you said cheese, they printed cash.

[B]

Until it all crashed in the late 1990s with the rise of the digital camera.

[A]

But here is the most tragic part of the entire Kodak story.

[B]

This is Shakespearean. Kodak invented the digital camera, but they wanted to protect their film business, so they let other companies take away the industry.

[A]

Kodak invented what ultimately killed them.

[B]

And the iPhone. That was Kodak's anti Kodak moment.

[A]

But besties, here's what Jack and I find fascinating about this story. Kodak still exists. It's actually still a publicly traded company with a billion dollars in revenue. And you could buy the stock.

[B]

The bigger surprise? Kodak has its mojo back, baby. This 137-year-old company is having a renaissance moment.

[A]

Although Jack paused the pod, we do have to sprinkle on one catch here. Kodak has kind of flipped industries on us, haven't they?

[B]

From photo to fashion.

[A]

That's right. Kodak has a booming licensing business. They're collecting fees from licensing their logo. They cut 44 different contracts going right now.

[B]

They license their brand to everyone. Luggage, apparel, paint. There are Kodak solar panels. There are Kodak televisions, Kodak binoculars. It's insane.

[A]

In fact, get this. In South Korea, Kodak's brand is particularly cool for some reason.

[B]

So cool that they've opened 123 brick and mortar locations to sell Kodak branded everything.

[A]

Okay, we repeat, there are more Kodak physical stores in South Korea than there are J. Crew stores here in America.

[B]

Licensing is a small but fast growing part of Kodak's business because cameras are still number one.

[A]

And just this week, Kodak launched a new camera that they call the charmer.

[B]

It's got 1987 written on the camera and it reminds you of an old disposable camera. It's tiny.

[A]

The kind they'd hand out at the bar mitzvahs when you were younger. This thing's 30 bucks. It's digital, but it gives each picture you snap an order school filter. So it looks like 1987.

[B]

It's cute, it's tiny. It's classic. But the key isn't what this camera is. It's how this camera was launched because.

[A]

Kodak shockingly borrowed a strategy from Labubu dolls blind boxes.

[B]

You never know which of the seven versions you're gonna get until you open the box.

[A]

The result, Kodak's new camera sold out everywhere. They're 99 days till Christmas. Priority number one, restocking Kodak New cameras.

[B]

They don't want this potential Kodak moment to become a Kodak foment. Let us buy this thing.

[A]

Kodak not again. Let us buy it. So, Jack, what's the takeaway for our buddies over at Kodak?

[B]

Kodak's not retroing. They're new. Troing yetis.

[A]

We've covered the recent rise of vintage tech on this show. Old tech becoming cool again.

[B]

There's nothing trendier than for Gen Z to grab a Yahoo.com email address.

[A]

And Yetis, Jack and I have told you that nostalgia never dies. What's old is sold again. But this, this is something new. This is a new twist on retro.

[B]

It's a nostalgic brand, but adapted and reformatted for contemporary styles.

[A]

Because this Kodak camera, it connects to your computer with the USB. It's vintage, but it's compatible with 2025 life.

[B]

Another example we covered recently, Pan America Airlines. It's back, but different. It's with a business class only, modern luxury approach. Besties.

[A]

This isn't retro, it's neutral. And Kodak Jack is crushing neutral. Jack, could you whip up the takeaways for us for ceviche Wednesday?

[B]

Meta's Mark Zuckerberg is expected to launch tonight. New glasses with a screen on the lens.

[A]

But remember, with any new tech, the hardware gets the attention, but the software gets the profits.

[B]

For our second story, the SEC is prioritizing Trump's request to kill quarterly earnings. We think it will help companies think long term instead of short term.

[A]

Because if you are sitting in the shade today, it's because someone planted a tree a long time ago.

[B]

And our third and final story, Kodak's got confidence. A new retro camera is sold in blind boxes and it's sold out.

[A]

It ain't retroing Yetis, this is neutro ing.

[B]

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

[A]

First, today should be a national holiday because the Federal Reserve is announcing whether they'll cut interest rates. Jack, are schools open today?

[B]

They shouldn't be. And as we said on Monday, our central bank is also but certain to do that. Cut interest rates.

[A]

The only question is how much they will cut interest rates by.

[B]

We'll also be eager to see how they think inflation compares to unemployment as their biggest concerns.

[A]

In the meantime, Jack and I are taking our kids out of preschool and we will be watching intently.

[B]

And second, on Monday, Trump teased that a TikTok deal was coming. On Tuesday, Beijing provided some details.

[A]

Yetis. Here's the update from China. Beijing says It'll keep the TikTok algorithm the most valuable part of TikTok, and then license it to the US owned TikTok app.

[B]

If that's true, then the security risk that's always been the problem of TikTok in America will be completely unresolved by this quote, unquote sale.

[A]

In the meantime, we'll learn more on Friday when the Trump administration meets with Chinese officials to Talk Trade and TikTok.

[B]

And finally, warning, Costco just issued an advisory that some of their wine explodes spontaneously.

[A]

Okay. Specifically, spontaneously combusting Kirkland Prosecco Bott Prosecco.

[B]

It's the Italian champagne.

[A]

C, Jack. C. And during the fermentation process, apparently there was too much carbon dioxide created in this Italian champagne.

[B]

So Costco is urging you to wrap your Kirkland Prosecco in a blanket so that if it does explode, it won't hurt anybody. But I'm urging you to set a new world record for how far you can blast that cork.

[A]

Not a good look for Italy on this one, Jack. Not a good look. Now, time for the best fact yet. This one sent in by Ann W. From lovely midtown Manhattan.

[B]

The big winner of New York Fashion Week is a clothing donation nonprofit.

[A]

Get this, Goodwill will host a show for the first time ever at this New York Fashion Week.

[B]

All the looks that the models wear on the catwalk are secondhand and donated items.

[A]

Goodwill is partnering with a designer who went viral for doing exactly this on social using Goodwill's for fancy fashion.

[B]

One man's trash is another man's couture.

[A]

Yetis, you look fantastic right now. And if you're on a treadmill, dude.

[B]

If you're on a treadmill, remember, that was originally a torture device.

[A]

So, honestly, we just respect what you're.

[B]

Doing right now, but we're also questioning your decisions.

[A]

In the meantime, we'll be on a peloton hoping that thing finally makes a comeback. Jack and I will see you tomorrow. Hyh tvoi and before we here we go, a happy 50th birthday to Yeti Derek Brewer down in lovely Los Angeles. This Gen X bestie has been wondering why we don't make more Gen X references, Jack. Well, yeah, we mentioned Gen Z millennials.

[B]

Zillennials I think we've done more Gen Alpha stories than Gen X and Linus.

[A]

Pegasora has got the 10th Ironman of their career in Nice, France. Remember Linus, winning this event is possible.

[B]

And happy anniversary to Ben and Casey Eagleton in Denver, Colorado. And to anyone else celebrating something today, making a T boy celebrate the wins. This is Jack. I own stock of Amazon Disney and Roku and Nick and I both own stock of Apple. If you like the best one yet, you can listen ad free right now by joining Wondery and the Wondery app or on Apple Podcasts.

[A]

Prime members can listen ad free on Amazon Music. And before you go, tell us a.

[B]

Little bit about yourself by filling out a short [e-mail] survey we want to.

[A]

Get to now you Running a business.

[B]

Means checking a lot of boxes. Let's see, payroll check inventory check insurance. Good thing Simply Business makes getting small business insurance fast and easy. Check insurance off your [e-mail].