🥑 “Infinite Bowl” — Chipotle’s portion promise. Alphabet beats Nvidia. Casa’s AI butler. +BookTock Hollywood

Summary

The Best One Yet – Episode Summary

Episode Title: 🥑 “Infinite Bowl” — Chipotle’s portion promise. Alphabet beats Nvidia. Casa’s AI butler. +BookTok Hollywood
Date: May 6, 2026
Hosts: Jack Crivici-Kramer & Nick Martell

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Episode Overview

In this fresh “TBOY” edition, Jack and Nick dive into the three top pop-business stories shaping the week. The hosts break down:

• Chipotle’s jaw-dropping open-ended “infinite portions” pledge
• Alphabet’s ascent toward the world’s most valuable company by adopting Nvidia’s 5-layer AI “cake” recipe
• Casa’s new AI-powered butler for home management—and the curious silence about “AI” in consumer messaging
  They kick things off with the surprising way BookTok is dominating Hollywood and serve up the three stories with their usual wit, analogies, and playful banter.

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[00:40] Story 1: Chipotle’s Infinite Portion Promise

The News

• Chipotle’s CEO made a public guarantee: “If you ask for more portions, he guarantees the workers will say yes.” ([00:45])
• “If you want more, just ask the team member for more. I promise you there's never going to be a team member on that line that will say no.” — Nick quoting Chipotle’s CEO ([07:59])

Key Discussion Points

• Context: Chipotle’s earnings up 7% as it returns to growth ([06:23]) but haunted by public complaints over shrinking portion sizes—especially after Wells Fargo proved portion inconsistencies (80% difference between heaviest and lightest bowls; in-person orders 47% bigger than online) ([06:53]).
• “Skimpflation” Scandal: The portion problem made customers feel cheated, as prices rose while food shrank ([07:11]).
• Happy Hour Move: CEO introduced weekday happy hours—$2.50 tacos from 2-5pm as a practical promo ([07:27]).
• The Infinite Bowl: Beyond deals, the CEO made the astonishing pledge: order as much as you want, and staff must say yes ([07:59], [08:24]).
• Potential Chaos:
  • “This is like when I was a waiter at the Olive Garden and I would grind parmesan fresh at the table and I'd say, just tell me when to stop. And there's always the one guy who never stops.” — Jack ([08:37])
  • “Can a family of four walk in and order one gigantic burrito bowl and just ask for four forks?” — Jack ([09:10])
• Operational Limits: Physical constraints and unspoken rules may prevent abuse, but the CEO’s statement was unlimited—no fine print ([09:05]-[09:27]).

Takeaway ([09:32])

• A Marketing Experiment:
  • Chipotle has effectively launched a “never-ending coupon” knowing few will actually take advantage—a psychological business play likened to rebates and coupons, where the message drives positive sentiment, but few act ([09:35]-[10:18]).
  • “That we all hear the positive message of never-ending burrito balls. Even if we are too embarrassed to actually ask for more.” — Nick ([10:12])
• Risks & Rewards: Could create operational headaches and OTT influencer stunts but generate enough brand buzz to offset the cost.
• Conclusion:
  • “Chipotle just cooked up the coolest marketing experiment of the year. That's going to make you very full the next time you go to Chipotle.” — Jack ([11:03])

Notable Quotes

• “Full disclosure, I'm that guy. I'm willing to go there, Jack.” — Nick ([10:27])
• “I’m waiting for the influencer post who built a 2-foot-tall Sofritas tower and only paid $11.99 to Chipotle for it.” — Jack ([10:49])

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[11:16] Story 2: Alphabet vs. Nvidia—The AI Layer Cake

The News

• Alphabet (Google’s parent) is poised to become Earth’s most valuable company, overtaking Nvidia by doing everything Nvidia does across all “layers” of AI ([11:16]-[11:25]).

Key Discussion Points

• AI Doomsday for Google, a False Alarm:
  • In 2022, panic that AI chatbots would kill Google Search and ads revenue ([11:42]); “Nvidia was the winner of this AI chatbots are going to eat Google searches business thesis.” — Jack ([11:47])
• Market Cap Race:
  • November 2024: Nvidia worth 70% more than Alphabet ([11:52]).
  • By May 2026: Alphabet ($4.7T) is neck and neck with Nvidia ($4.8T) ([12:10]); “Alphabet could already be number one” by the time listeners tune in ([12:15]).
• Why Google Is Winning:
  • Layer Cake Analogy: Borrowed from Nvidia CEO Jensen Huang—a 5-layer “AI cake” ([12:50]-[13:44]).
    1. Apps: Google Search, Gmail, Docs, Waymo—all with major AI features ([13:07])
    2. Models: Google’s Gemini is now powering Apple’s upcoming Siri ([13:13]-[13:18])
    3. Cloud Infrastructure: Google Cloud AI revenue up 63% last quarter ([13:27]-[13:32])
    4. Chips: Google’s custom TPUs compete with Nvidia GPUs ([13:44]-[13:57])
    5. Energy: Google funds nuclear and renewable energy sources to power its AI stack ([14:04]-[14:20])
  • “Wildest Part”: Jensen Huang invented the 5-layer cake metaphor, but now “it’s only Google that's inside all five layers of this AI revolution.” — Jack ([14:40])

Takeaway ([14:49])

• Don’t Pick One Cake—Own Them All:
  • AI is a “horse race” with no clear permanent winner—Nvidia, OpenAI, Alphabet, and others have all previously led ([15:05]).
  • “Instead of trying to pick just one of those, simply be in the race by owning an index that includes all of those companies.” — Nick ([15:16]-[15:24])
  • “Alphabet is baking the biggest cake. But if you own a diversified AI ETF, you get to eat a piece of everyone's cake.” — Jack ([15:44])

Notable Quotes

• “AI was supposed to kill Google, but instead it crowned Google.” — Nick ([12:39])
• “But if you own a diversified AI ETF, you get to eat a piece of everyone’s cake.” — Jack ([15:44])

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[17:54] Story 3: Casa’s Invisible AI Butler

The News

• After two years in stealth, Casa launches an AI-powered house manager/concierge for $200/month—without ever mentioning “AI” to customers ([17:54]-[18:11]).

Key Discussion Points

• The Alfred Problem:
  • “Can you automate Alfred, the best property manager in movie history?” — Nick ([18:36])
• Casa’s Approach:
  • Raised $27 million from big names (Travis Kalanick, Sheryl Sandberg) ([18:50])
  • Launching in SF and LA first, pitches $200/month for full-home care ([19:02]).
• How It Works:
  • Casa uses a “SWAT team” with LiDAR and sensors to scan every detail (“a 3D digital twin of your apartment”) ([19:31]-[19:39]).
  • Detects everything: paint color, rug brand, age/serial number of appliances, even dents in your sconce ([19:45]-[20:02]).
  • With this data:
    1. Handles maintenance and scheduling ([20:17])
    2. Predicts what will break next and automates reminders/repairs ([20:23]-[20:31])
• Target Market: DIY-averse, time-strapped professionals—the “Pinterest board but no Allen wrench” crowd ([20:43]).
• Business Model: $200 covers “techie reminders and AI features plus one and a half hours of handyman work” ([20:48]-[20:54]).

The Plot Twist – Invisible AI ([21:05])

• Investor vs. Consumer Messaging:
  • To investors and press, it's all about AI (“AI is the tech breakthrough that makes a digital property manager possible”) ([21:17])
  • But to consumers: “We checked the website, getcasa.com, front to back...Zero mentions of AI or artificial intelligence, even though that's apparently what powers it.” — Jack ([21:27])
• Why the Silence?
  • “People want to know a human will be fixing your house, not a robot.” — Jack ([21:39])
  • “Maybe the public has a general aversion and negative feeling right now towards AI. So let's not talk about it.” — Nick ([21:46])

Takeaway ([22:07])

• They coin the concept: Invisible AI
  • “You yell AI to one group, you whisper it to another.” — Nick ([22:09])

Notable Quotes

• “Cossa is screaming AI on its investor pages but silent on AI for consumer relations.” — Jack ([22:00])
• “We call this new concept Invisible AI.” — Jack ([22:07])

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[01:21] Bonus Segment: BookTok Takes Hollywood

Key Insights ([01:21]–[03:03])

• Book Sales Rising: Decades of “books are dying” hand-wringing are being proven wrong—Barnes & Noble is expanding, not shrinking stores ([01:27]).
• Book-to-Screen Boom: Book adaptations at an all-time high—Jane Austen, Stephen King, Disney, James Bond, Game of Thrones, and the upcoming “Yesteryear” (sold movie rights before publication) ([01:40]-[02:31]).
• Economics: “Movies adapted from books generate 57% more at the box office.” — Jack ([01:56])
• BookTok’s Role:
  • “Books are driving movies. Yes, but TikTok is driving books.” — Nick ([02:42])
  • “First, a title goes viral on BookTok and then it ends up at the big movie studio.” — Jack ([02:48])

Notable Quote

• “Books are eating Hollywood. And it's all thanks to TikTok.” — Nick ([03:00])

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[22:53] Brief News Bytes & Fun Facts

• Spirit Airlines Crowdfunding: TikToker raising money to buy the bankrupt airline, already at $132M in pledges ([23:00]-[23:16]).
• Colossal Biosciences: Startup aiming to de-extinct antelopes—with dreams of dinosaur resurrection ([23:29]-[23:44]).
• Elon Musk v. Sam Altman Court Drama: Musk accused Altman of “stealing a charity”—judge rebuffs, jury told to disregard ([23:50]-[24:00]). Alleged that OpenAI engineers did secret Tesla work.
• Best Fact Yet ([24:28]): For a century, Rolls Royce never disclosed horsepower—just said “sufficient.” Margins in mystery, but “where there’s Germans, there is clarity.” ([24:43])

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Notable Quotes (with Timestamps)

• Chipotle:
  • “If you want more, just ask the team member for more. I promise you there's never going to be a team member on that line that will say no.” — Nick ([07:59])
• Alphabet & Nvidia:
  • “AI was supposed to kill Google, but instead it crowned Google.” — Nick ([12:39])
  • “But if you own a diversified AI ETF, you get to eat a piece of everyone's cake.” — Jack ([15:44])
• Casa (AI Butler):
  • “Cossa is screaming AI on its investor pages but silent on AI for consumer relations.” — Jack ([22:00])
  • “We call this new concept Invisible AI.” — Jack ([22:07])
• BookTok:
  • “Books are eating Hollywood. And it's all thanks to TikTok.” — Nick ([03:00])
• Miscellaneous:
  • “Where there's mystery, there's margin. But where there's Germans, there is clarity.” — Jack ([24:44])

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[22:09] Story Recap & Takeaways

• Chipotle’s experiment: Infinite portion size promise may create buzz, but only a few will exploit it. Operational risk, high brand reward.
• Alphabet’s cake strategy: Google quickly climbed by owning every layer in AI, outfoxing Nvidia at its own game. The real lesson: diversify if you want “a bite of every cake.”
• Casa’s invisible AI: For investors, it's all "AI"; for customers, not a mention. The future is “invisible AI”—hyping the buzzword for Wall Street, keeping it quiet for Main Street.

---

This episode is packed with the hosts’ signature energy—insightful, irreverent, and loaded with quotable one-liners. If you want to sound smart at brunch or on Slack, these are the pop-biz “three stories you need.”

Transcript

[A]

This is Nick.

[B]

This is Jack.

[A]

It's Wednesday. Ceviche Wednesday, May 6th. 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]

Oh, checking the cows, Jack. One month until our live show in la. Is this thing sold out?

[B]

Yes, it is. We actually wanted to do an encore show the next night, but the venue is already being used by Billy Eichner.

[A]

So next year we gotta do two shows in la. One on the east side, one on the west side.

[B]

But yetis, next week we're gonna announce the cities and the dates for the second of our IPO tour.

[A]

So mark your calendar to prepare. To mark your calendar, Jack, three fantastic stories for today's T Boy. What do we got in the best show in biz?

[B]

For our first story, Chipotle CEO just made a shocking promise to us consumers.

[A]

If you ask for more portions, he guarantees the workers will say yes.

[B]

For our second story, Alphabet is about to become the most valuable company on earth.

[A]

Google will beat Nvidia by following Nvidia's cake recipe better than Nvidia did.

[B]

And our third and final story, after two years in stealth mode, Casa is a startup that just launched an AI Butler to run your house.

[A]

But they only say the words AI to investors. They never say them to consumers.

[B]

Interesting.

[A]

Yes, Alfred, interesting, Jeeves. But yetis, before we hit that wonderful mix of stories. Wow. I mean, like we said, it's the best mix. Love the mix, Jack.

[B]

Despite honestly, decades of warnings that both books and reading are dying, it is the opposite, baby.

[A]

Barnes and Noble. They're growing stores again like it's 1996.

[B]

And wildly. Barnes books are now taking over Hollywood too.

[A]

True story. Based on a true story. Book adaptations are at an all time high.

[B]

We are drowning in Jane Austen films.

[A]

We are getting swallowed by Stephen King series.

[B]

Have you noticed how half of the new Disney movies are based on books?

[A]

Uh, yeah, Jack. Oh, and that doesn't include comic books, does it?

[B]

Because those book based flicks are a profit puppy.

[A]

According to Axios, movies adapted from books generate 57% more at the box office.

[B]

Baby Bridgerton. It's top 10 on Netflix. It began with a book.

[A]

The Summer I Turned Pretty also began with a book.

[B]

Amazon acquired the rights to James Bond last year. James Bond started as a book.

[A]

Oh, and HBO has turned a few Game of Thrones novels into 27 spin off shows.

[B]

But the wildest is my wife's favorite book right now. Yesteryear.

[A]

Oh, are you talking yesteryear? Alex Is a yesteryear girl.

[B]

The novel about the tradwife influencer who goes back in time.

[A]

Anne Hathaway just bought the movie rights to that book, but she bought the

[B]

movie rights to the book before the book was even published.

[A]

That's how hot book adaptations are right now.

[B]

I've got pages, Greg.

[A]

Can you adapt me? HarperCollins didn't see it coming, Jack.

[B]

But most ironic of all, books are driving movies. Yes, but TikTok is driving books.

[A]

That's right, because first a title goes viral on booktok and then it ends up at the big movie studio.

[B]

Because studios love the built in audience. As evidenced by the TikTok following.

[A]

Yeah, it is. It is a plot twist that we couldn't not have scripted.

[B]

Books are eating Hollywood. And it's all thanks to TikTok.

[A]

Toss it on the bestseller list, Jack. Let's get our three pieces.

[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 list. If you know, you know. Cause we read to go. We can't wait no more.

[A]

So just start the show, Start the show. Start the show. First, a quick word from our sponsor,

[B]

Monarch.

[A]

All right, Yetis, you're never gonna be able to guess how many accounts Jack has linked to monarch. 31. Are there even that many, like, financial products out there? Hey, Yetis, he's got credit cards, checking accounts, brokerage Accounts, Retirement Accounts, 529 College

[B]

savings accounts for each kid and my nieces and nephews. Nick.

[A]

Okay, I'm rounding up. Does that get us to 31? Where are we?

[B]

Don't forget my mortg. My house, the car I own. They're all linked. And all their values. In Monarch, you see?

[A]

Besties. Jack actually linked everything to Monarch one year ago during a little bit of spring cleaning.

[B]

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[A]

Yeti's the devil wears Prada. The reason Miranda Priestley was perfect as editor in chief of Runway. It wasn't just her skills. It was her passion.

[B]

That cerulean monologue, oh, that was so good. Silk runs through her veins, Nick.

[A]

Her blood type is cashmere. Jack.

[B]

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[A]

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[A]

for our first story, Chipotle just made the most expensive promise in fast casual food history. Get this. Ask for more and you shall receive.

[B]

It's a stunning case of over promise and hope that you don't have to

[A]

deliver the first yetis. Happy Hangover de Mayo. Happy Hangover de Mayo. All those who celebrate.

[B]

You're eating Advil and agua after all that tequila and quesadilla you see just

[A]

before Cinco de Mayo, Chipotle released their earnings last week. And Jack, how are we looking? How are we cooking?

[B]

Revenue rose 7%, and they returned to growth mode. Congrats, Chipotle.

[A]

But days later, separate from that earnings call, we noticed the CEO made a guarantee that is. How would you put it? Impossible to deliver, dare we say.

[B]

But first, to sprinkle on some context. Remember the scandal that Chipotle was skimping us on portions in their burrito bowls?

[A]

I mean, guacate. Never forget. How could I?

[B]

One go getter analyst at Wells Fargo actually ordered 75 burritos at eight separate New York City Chipotle locations to test

[A]

the theory and the results.

[B]

He found that the heaviest bowls weighed 80% more than the lightest bowls and

[A]

that in person, Chipotle orders weighed 47% more than online Chipotle orders.

[B]

So according to that analysis, the portion problem at Chipotle was real. And what Chipotle was accused of two summers ago was actually worse than shrinkflation

[A]

because Chipotle was raising prices and giving us less of that good stuff.

[B]

In this value focused economy, that reputation haunts Chipotle like Montezuma's revenge.

[A]

So the CEO Chipotle said last week they're testing a Happy Hour concept. Two bucks 50 cent tacos on weekdays,

[B]

2 to 5pm that sounds charming. That sounds practical. That sounds like a smart, strategic business move.

[A]

Jack. We approve.

[B]

But then he had a couple too many tequilas, I think.

[A]

You see, Eddie, the CEO of Chipotle then basically turned Chipotle into an all you can eat roadside buffet.

[B]

Asked by Yahoo Finance about the lingering perception that Chipotle has cut down on its portion sizes in order to pad its corporate profits, the CEO said this.

[A]

Here's what he said. He said, we serve big, beautiful bowls and burritos, full stop, no questions asked.

[B]

He then said, if you want more, just ask the team member for more. I promise you there's never going to be a team member on that line that will say no.

[A]

Sit down, stand up and grab a napkin. Jack, what's happening?

[B]

It sounds like you can just ask for more food and Chipotle will give it to you for free, guaranteed, according to the CEO.

[A]

The CEO just said, if you want more chicken, beef, guac, whatever, you just ask for Moss, apparently.

[B]

And the CEO promised that the team member will not say no.

[A]

Jack. In that case, I think I'll not take a burrito. I'd prefer a burrito bowl, but can I build a. A massive Corinthian column out of carnitas for that thing? This is like when I was a

[B]

waiter at the Olive Garden and I would grind parmesan fresh at the table and I'd say, just tell me when to stop. And there's always the one guy who never stops. Well, now, it's company policy that that's okay. You can just get as much food as you want forever for free.

[A]

Just make it one bowl, but fill it two feet tall with barbacoa like the tower of Babel. Please.

[B]

Now, there's gotta be a practical limit to asking for. You can't just ask for a burrito bowl with just steak in there. Steak's the most expensive part.

[A]

Like there is the rule of gravity and like the laws of physics that will stop this from getting overboard.

[B]

But what is the limit? No one knows. There's no hard answer. And the CEO implied there is no limit. So can a family of four walk in and order one gigantic burrito bowl and just ask for four forks? They're gonna split that thing, Jack.

[A]

Can I order extra, extra, extra barbacoa and just not stop on the guac situation?

[B]

The CEO just put his reputation on the line that yeah, you can and the employee can't say no to you.

[A]

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

[B]

Chipotle just created the marketing experiment of the year.

[A]

Yeti's companies love coupons because coupons promise you a deal or a prize, but only 2% of them actually get redeemed.

[B]

It's like those mail in rebates. It's like this TV's 500 bucks after the mail in rebate. It's like, wait a second, you're telling me I have to fill out an envelope, find a stamp and send this coupon back to Samsung in the mail? No one's gonna do that.

[A]

And for that reason, the coupon is the secret financial trick shot in business. We consume the message, but we don't do the action.

[B]

So Chipotle may be hoping that this unlimited everything moment has the same net positive effect for the brand.

[A]

Basically, that we all hear the positive message of never ending burrito balls. Even if we are too embarrassed to actually ask for more.

[B]

Only a few brazen people are gonna actually act on this promise and like triple dip on this never ending, as much as you want, chicken burrito bowl.

[A]

Yeah. Full disclosure, I'm that guy. I'm willing to go there, Jack.

[B]

Now we should point out this could be a operational nightmare for the staff.

[A]

Chipotle staff are trained on consistent portions and to charge extra if you do get a bigger portion.

[B]

And they could probably get fired if the average burrito bowl they do is 5 ounces of protein instead of the four like they were trained to do.

[A]

Also, this wild Chipotle news could lead to some crazy losses in a few months.

[B]

I'm waiting for the influencer post who built a 2 foot tall Sofritis tower and only paid 1199 to Chipotle for it.

[A]

But maybe, just maybe, the positive buzz and brand boost offsets those costs with more customers coming through the door.

[B]

We'll check back in the next quarter. Because Chipotle just cooked up the coolest marketing experiment of the year. That's going to make you very full the next time you go to Chipotle.

[A]

For our second story, Sundar stole Jensen's recipe. Alphabet is about to be the most valuable company in the world.

[B]

Google will dethrone Nvidia by eating its cake.

[A]

Figuratively. Let's go back to December 2022, when Google executives called a code red.

[B]

Remember when we all thought that AI would kill Google's online advertising business? We covered it on this pod.

[A]

Yeah. Like, instead of searching for things and seeing ads, we'd all be chatting to get our information one of these days.

[B]

Well, Nvidia was the winner of this AI Chatbots are going to eat Google searches business thesis.

[A]

That's right. Back in November 2024, Nvidia was worth 70% more than Google's parent company, Alphabet.

[B]

But in the 18 months since then, Alphabet has completely erased Nvidia's lead.

[A]

Oh, it has chewed it up. Today, Alphabet is neck and neck with Nvidia as the most valuable company on planet Earth.

[B]

Nvidia's market cap is $4.8 trillion to Alphabet's $4.7 trillion.

[A]

Honestly, besties, by the time you hear this podcast today, Alphabet could already be number one.

[B]

We think it will.

[A]

Yeah.

[B]

And there's why Google will become the new number one.

[A]

You see, the first is that Google's search business did not get cannibalized as everyone predicted it could.

[B]

Even with AI, we still search Google all the time. In fact, Google's search advertising revenue has only accelerated in the AI area, not shrank.

[A]

AI was supposed to kill Google, but instead it crowned Google.

[B]

The second reason Google's about to overtake Nvidia is the more interesting one.

[A]

It's more interesting because it involves Magnolia cupcakes or layer cakes, I guess.

[B]

Here it is. Alphabet is eating all five layers of the AI cake.

[A]

You see, Eddies, a great analogy to understand the AI industry is that it's got five layers, like a very nice buttercream. Suzy Cake. Cake.

[B]

And at the top of the AI cake are the apps that we use. And Google's got a ton of AI apps.

[A]

You got Google Search, Gmail, Google Docs, Waymo. All of them have major AI features we consumers use.

[B]

Right below the apps are the large language models. And Google's Gemini is world class.

[A]

Yeah, that's the second layer. And it's so good that Apple is building Siri's next generation on that Google Gemini AI below the apps and the

[B]

LLMs are the AI infrastructure for Google. It's Google Cloud, which is their AI factory.

[A]

And get this, Google Cloud's revenue jumped 63% last quarter, the best of any AI cloud by far.

[B]

But Nick, below the infrastructure is the chips, the most valuable resource in the AI industry.

[A]

You see, Nvidia's GPUs are number one in this category. They've had a monopoly for years and that's why Nvidia is a $5 trillion business.

[B]

But guess what? But Alphabet has whipped up their own AI chips and they call them TPUs, not GPUs.

[A]

Google's own chips. They're not just used by Google. Google actually is paying customers buying their own chips instead of Nvidia's now.

[B]

And finally, at the bottom, you've got energy. What powers the chips and the infrastructure and the LLMs and the apps? It's electricity. That's the bottom of the AI stack.

[A]

But guess what? Google is there as well. Google is directly funding nuclear and clean energy power plants as we speak.

[B]

Google plans to use all that nuclear juice. They're power the five layers above it

[A]

that we just said the wildest part about this whole cakey situation. What is it, Jack?

[B]

It's that Nvidia CEO Jensen Huang came up with this analogy in the first place.

[A]

He wrote a blog post on it. We covered it on the pod, the five layer AI cake. That was Nvidia's idea.

[B]

But it's only Google that's inside all five layers of this AI revolution.

[A]

So Jack, what's the takeaway for our bodies over at Google and Nvidia?

[B]

Don't try to bake the best cake. Instead get a piece of all the cakes.

[A]

Yetis, a lot of people think they missed the AI trade if they didn't buy Nvidia back when it was just 100 bucks a share a couple years ago.

[B]

But this story shows you the ebbs and the flows of the AI race and that there's no one clear winner.

[A]

Like in the last five years, Nvidia, OpenAI, Alphabet, Oracle, Palantir, Sandisk, Anthropic. They have each one been at some point the best stock in AI.

[B]

But it's a horse race with a constantly changing lead.

[A]

So here's what Jack and I are thinking best. Instead of trying to pick just one of those, simply be in the race by owning an index that includes all of those companies.

[B]

We own ETFs of the S&P 500. And guess what? Nvidia and Alphabet are the two biggest components. Oh.

[A]

So Jack, what's that ETF you own that's like the AI ETF Ives.

[B]

The Ives ETF owns like 25 of the top AI companies.

[A]

So here's the analogy. Besties Jensen Huang wrote the recipe Alphabet is baking the biggest cake.

[B]

But if you own a diversified AI etf, you get to eat a piece of everyone's cake.

[A]

Because trying to pick the one AI company stock, it's never going to leave

[B]

you filled unless you bought Nvidia at 100.

[A]

Now a quick word from our sponsor,

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[A]

HIMS yeti's once in a lifetime technologies are a big deal. You got AI self driving cars, tallow

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moisturizer, joking about the tallow, not putting animal fat on her skin yet.

[A]

But we are serious about GLP1s as a life changing technology. We've covered them on the pod with WeGovia.

[B]

At Hims, you can lose up to 20% of your body weight when combined with diet and exercise.

[A]

Plus WeGovy is the first ever GLP1 pill for weight loss, so there are no needles needed.

[B]

You see, it's extremely, extremely hard for me to eat some Doritos without eating the entire bag. But if I were on GLP1s, it would kill that craving, wouldn't it Nick?

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That's right. So through hims, everything happens online. You'll connect with a licensed provider who will determine if your treatment is right for you.

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[A]

for our third and final story. After two secretive years, CASA just launched an AI house manager to run your whole home. An AI concierge.

[B]

To investors, they brag about the AI part to consumers, AI is not mentioned even once.

[A]

So we had to figure out what was happening. But first, Yeti's Jackson, who is the most underappreciated character in Batman.

[B]

I know you think it's Alfred, but I think Alfred got a lot of glory in the Dark Knight series, dude.

[A]

But Alfred is the most famous butler of all time. Also deserves a little more appreciation, a bonus every now and then because he

[B]

anticipated every homely need of Bruce Wayne. New dishwasher repair the Batmobile. Paint the basement black again.

[A]

So the big question in Silicon Valley right now is, can you automate Alfred, the best property manager in movie history?

[B]

Well, one company spent two years in stealth mode building something like that. And they just launched. It's called Casa CASA.

[A]

They raised 27 million bucks from Uber founder Travis Kalanick and Zuck's former right hand woman, Sheryl Sandberg.

[B]

They're using that venture money and that AI to scale property management and create the first AI butler.

[A]

The whole they just launched this week. Only in San Francisco and Los Angeles right now, but coming to other Cities soon.

[B]

For 200 bucks a month, they'll take care of your home. That's the pitch now.

[A]

That's the pitch. But Yetis, here's what Jack and I find fascinating. As we've told you before, everything digital really comes down to something physical.

[B]

Also, how is an AI app gonna fix my fridge when it breaks?

[A]

That leads to the wild plot twist here. You see, for Kasa's AI software to run your home, they first have to scan every nook and cranny of your condo.

[B]

A CASA SWAT team is gonna show up at your door with a bunch of sensors. It's wild. Use LiDAR to create a 3D digital twin of your apartment.

[A]

And these AI sensor gadgets can tell. Like, is that a West Elm rug or is that a Restoration Hardware rug?

[B]

They know if your fridge is 5 years old or 10 years old. And they scan the serial number.

[A]

Plus they can even figure out how many dents that sconce in the living room honey is another one, another dent on it.

[B]

They even detect the exact shade of all the paint, like whether it's eggshell vanilla glossy or whatever. Not glossy is.

[A]

Jack. Actually, it was angel wing white. It was angel wing white. Maybe vanilla white.

[B]

There's 1100 different shades of white.

[A]

Oh, that is a story for another pot. But besties with this data casa could then do two things. First, it knows how to fix your stuff when it breaks, right, Jack?

[B]

You tell the app that your fridge isn't working. They send a repair guy who fixes your exact model.

[A]

But second, it can use the AI to anticipate.

[B]

Anticipate what?

[A]

Will break in your home.

[B]

If you have central air conditioning, they'll send you a reminder to change the air filter every three months.

[A]

They got an autopilot feature. It schedules routine maintenance. Or on appliances.

[B]

Oh, your wall chips are getting worse. They're gonna schedule a repairman to come during spring break.

[A]

So add it all up in. Pretty clear who the target audience is here, Jack. Us. You know, the kind of people who have a Pinterest board but don't have an Allen wrench.

[B]

You figure your time is valuable. You'd gladly outsource the mental burden of home maintenance to someone else.

[A]

Besties. The 200 bucks a month that gets you all those techie reminders and the AI features. Plus one and a half hours of handyman search.

[B]

Although if your problem requires more than one and a half hours to fix, you gotta pay extra.

[A]

But Jack and I were still curious. Which leads to our takeaway. Jack, what's the takeaway for all our buddies over in AI?

[B]

Introducing invisible AI.

[A]

So, yeah, the most interesting thing Jack and I noticed in our research, it's that in the press release, the interviews with the press, the founders talk all about artificial intelligence.

[B]

AI is the tech breakthrough that makes a digital property manager possible, they said.

[A]

But on the marketing side, Cossack doesn't say automatically a word about AI, not even once.

[B]

We checked the website, getcasa.com front to back, the about page, the FAQ, even the listing in the App Store. Zero mentions of AI or artificial intelligence, even though that's apparently what powers it.

[A]

So here's what we're thinking. This must be a marketing decision. Like, people want to know a human will be fixing your house, not a robot.

[B]

Or maybe they're thinking that the public has a general aversion and negative feeling right now towards AI. So let's not talk about it.

[A]

Actually, it could be an anti AI thing. Interesting.

[B]

But on the investor side, AI is all they talk about because investors love AI.

[A]

So it's interesting. Kasi is screaming AI on its investor pages but silent on AI for consumer relations.

[B]

We call this new concept Invisible AI.

[A]

You yell AI to one group, you whisper it to another. Jack, could you whip up the takeaways for us for ceviche Wednesday, Chipotle CEO

[B]

said that if you want more portion in your burrito, just ask for more and the staff will give you more.

[A]

We'll track how this turns out because it is the wildest marketing experiment of the whole year.

[B]

For our second story, Alphabet is about to pass Nvidia as the most valuable company in the world because it has a piece of the entire AI cake.

[A]

So yetis, instead of trying one AI stock to invest in, buy an ETF because you're guaranteed to get a bite of the best one.

[B]

And finally, CASA is getting a lot of press for the AI home concierge slash digital property manager.

[A]

But interestingly, AI is their favorite word to invest in. But it's a banned word toward consumers.

[B]

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

[A]

We're buying Spirit.

[B]

On Sunday, after news broke that Spirit Airlines was shutting down, one TikToker posted, wouldn't it be cool if we all chipped in and bought the airline together

[A]

and then opened the website? Let's buy spiritair.com, which is collecting pledges and so far has raised $132 million.

[B]

The TikToker says he's targeting 1.75 billion and with that money he'll buy Spirit out of. It's actually past bankruptcy, but he'll relaunch it as Spirit 2.0, the people's airline.

[A]

And second, for our next magic trick, Colossal Biosciences is bringing back an extinct antelope.

[B]

Eventually, hopefully a Tyrannosaurus rex.

[A]

Yeah, remember besties, this is a Jurassic park style game show of a startup. So what extinct animals should they bring back next?

[B]

And finally, Elon Musk for the versus Sam Altman is still in federal court. Here are some of the highlights.

[A]

Well, first, Elon repeatedly accused Sam Altman of trying to steal a charity. But then each time the judge said that's not true and told the jury to ignore what Elon was saying on the stand.

[B]

Yeah, the rules in the court of law are very different than the rules of Twitter.

[A]

Also part of the evidence submitted is a diary of OpenAI's president Greg Brockman, which revealed that Elon used OpenAI engineers to do secret work on Tesla cars.

[B]

There's like a hundred other highlights, but overall the case is not going well for Elon. But Sam Altman hasn't taken the stand yet, so it could change.

[A]

Now time for the best fact yet. This one sent in by Heather over in lovely Paris, France.

[B]

For 100 years, the car company Rolls Royce had never publicly disclosed what horsepower the cars had.

[A]

That's right. If you asked for the horsepower of the new Rolls Royce you're about to buy, they would give you a one word answer. And what was that word, Jack?

[B]

Sufficient.

[A]

It was actually their policy since the early 1900s to build brand mystique. Because where there is mystery, there's margin.

[B]

But once BMW acquired Rolls Royce's car division, that unfortunately changed because where there's Germans, there is clarity.

[A]

Dropping a quarter mill in a car, you want to know the details? Yetis, you are looking fantastic today. Jack, you are glowing over there. But check our inventory of best facts. We got a patent that thing, man. We could use some more, man.

[B]

Yeah, so we have a Google form with a link in the episode description. Send us your best fact yet. We love your audio fact so your voice can get on the show.

[A]

So besties, if you want a shout out on the pod, birthdays, anniversaries, bar mitzvahs, work, promotions, or if you've got

[B]

the best fact yet, fill out that form.

[A]

Jack and I'll get you on the pod.

[B]

In the meantime, Nick and I, we'll see you tomorrow.

[A]

And before we go, a happy birthday to the legendary Eddy. Hey, Molly Martell. Molly, you are looking fantastic over there. Can't wait to see Tonia tonight. You will be glowing, Jack. Should be the best birthday yet.

[B]

And happy birthday to Dave and Maureen

[A]

Eve in Cordon, Indiana and Sophie Panzer. Enjoy that birthday down in lovely Montclair, New Jersey.

[B]

Happy birthday to William Power in Chicago doing logistics.

[A]

And Lindsey Paluzzo is celebrating with her students. Also over In Chicago, happy 39th birthday

[B]

to Alex Terry in Palo Alto, California and Preston Stevens.

[A]

We see that birthday in Salt Lake City.

[B]

Happy birthday to Dominic Di Cure in Culver City.

[A]

And a special shout out to YETI Tom Ralphio, who is the closest one yet to guessing our T boy trivia from earlier in the week on what you would make if you'd invested 10,000 bucks in Berkshire Hathaway years ago.

[B]

Nick, his guess 500 million was 10% within the correct answer. That is really good.

[A]

And Jacob and Kendra, happy three year wedding anniversary from that celebration of In Tulum.

[B]

And to anyone else celebrating something today, make it a T boy, Celebrate the wins. This is Jack. I own stock of Amazon and Netflix and ETFs of the Ives ETF and Nick and I both own stock of Chipotle and ETFs of the S&P 500. The drop by GNC Yetis the wellness

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