🩱 “Keeping Up With $5B” — Skims’ money situation. Country Music’s AI hit. Netflix’s theme park opens. +Harvard Grade InflAAAAtion

Summary

Podcast Summary: The Best One Yet

Episode: 🩱 “Keeping Up With $5B” — Skims’ money situation. Country Music’s AI hit. Netflix’s theme park opens. +Harvard Grade InflAAAAtion
Hosts: Jack Crivici-Kramer & Nick Martell
Date: November 13, 2025

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Overview

In this lively episode, Nick and Jack break down three major pop business stories: Skims rocketing to a $5B valuation, the first AI-generated country music hit topping the charts, and Netflix’s bold leap into physical experiences with its own theme park. The duo also touches on eyebrow-raising grade inflation at Harvard before diving deep into each story with humor, sharp analogies, and signature energy.

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Key Discussion Points & Insights

1. Harvard’s Soaring Grade Inflation

[00:12-03:01]

• Nick and Jack riff on the proliferation of "-flation" trends, landing on “grade inflation” at Harvard:
  • Last year, 60% of Harvard grades were A's, compared to just 25% two decades ago—a massive shift away from the bell curve.
  • Even more shocking: average test scores have dropped by 10 points over 20 years, yet average grades have increased.
  • Professors now face scrutiny for grade inflation, highlighted by a memorable quip:

    “At the Ivies, B is the new D.” — Jack [02:49]

2. Skims Hits a $5 Billion Valuation

[05:46-10:18]

• Kim Kardashian’s shapewear and apparel company, Skims, recently raised venture capital at a staggering $5B valuation.
• Comparison deep-dive:
  • Skims' $5B valuation is 5x its sales, far higher than industry giants Nike and Lululemon (2x sales) and leagues ahead of Victoria’s Secret and The Gap.
  • Despite strong growth—expansion into menswear, partnerships with the NBA/WNBA, outfitting Olympians—the jump from $4B to $5B in two years is modest compared to the S&P 500’s rise.
  • Notable quote:

    “Skims is basically a full body experience. And they’re co-ed.” — Nick [07:06]

• The real story: Investors see Skims as more than an apparel company. Its “total market opportunity” stretches into loungewear, athleticwear, beauty, even potentially formal wear:

  "Skims will be Victoria’s Secret plus L’Oreal plus Lululemon if everything goes right." — Jack [09:20]

3. AI Tops the Country Music Charts

[10:18-14:44]

• “Walk My Walk” by “Breaking Rust” is the first AI-generated song to reach #1 on the Billboard country charts.
• Listeners and comment sections are divided—some bemused, others irate—but most agree: the AI-made tune is a catchy banger.
• Hosts investigate—no clear bio on Spotify, suspiciously AI-looking album art, and the credited composer has no internet footprint beyond an AI site.

  “It’s a robot Reba McEntire. It’s AI Johnny Cash.” — Nick [11:53]

• Why country? Nick and Jack explain the genre’s formulaic themes (trucks in 18% of lyrics; alcohol in 32%) make it fertile ground for large language models.
• Larger point: This is the “first of firsts”—AI’s continued advance into creative fields (from chart-topping songs to movies, startups, etc.).

  “If my son’s first novel is written by an AI author, that'll be troubling.” — Jack [14:33]

4. Netflix Opens ‘Netflix House’ Theme Park

[16:19-19:51]

• Netflix’s first theme park, “Netflix House,” opens in a former Lord & Taylor at a Philly mall.
• Attractions include immersive experiences from Squid Game, Stranger Things, and Wednesday, all inside a 100,000 sq-ft space.

  “It’s Netflix’s Disney World, but done Netflix style.” — Jack [01:07]

• Unlike Disney, entry is free—but the flagship Wednesday experience costs $39.
• Netflix's approach diverges from Disney in three key ways:
  • Location: Non-Disney cities (Philly now, Dallas and Vegas coming).
  • Physical Footprint: Repurposes empty retail space rather than building massive parks.
  • Business Model: Disney “buys” (via major IP acquisitions); Netflix “rents” (licenses select IP, but mostly builds content itself).

  “Netflix rents; Disney buys.” — Jack [19:02]

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Notable Quotes & Memorable Moments

• On Harvard Grade Inflation:

  “Did the Harvard professors miss out on the chapter about the bell curve?” — Nick [01:44]
  “At the Ivies, B is the new D.” — Jack [02:49]

• On Skims' Growth:

  “Building stores faster than Kris Jenner can get a facelift.” — Nick [06:45]
  “The disruptors can eventually get disrupted, but Kim doesn’t see a limit in the categories Skims can enter.” — Jack [10:11]

• On AI Music:

  “It’s AI Johnny Cash. And we thought Dolly Parton was undisruptible.” — Nick [11:52]
  “Every day as AI advances, it has a new accomplishment in a new creative field.” — Jack [13:54]

• On Netflix House:

  “If Macy’s went out of business near you, you’re probably getting a Netflix house.” — Nick [18:34]

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Timestamps for Important Segments

• Harvard Grade Inflation: 00:12–03:01
• Skims Valuation and Business Model: 05:46–10:18
• AI Country Music Chart Topper: 10:18–14:44
• Netflix House Theme Park: 16:19–19:51
• Wrap-up Takeaways: 19:59–20:33
• Quick Hits (Private jets, Tesla rentals, Apple Sock): 20:41–22:11
• Best Fact Yet (Origin of the Burpee): 22:17–23:03

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Flow & Tone

The episode maintains a brisk, energetic, and approachable tone throughout. The hosts mix analytical insights with playful banter, pop culture references, and plenty of puns, making complex business stories relatable and fun.

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Summary Takeaways

• Skims is reimagining the limits of apparel and beauty brands, with investors betting on its ability to become a cross-category giant.
• AI is not just disrupting blue-collar jobs—it’s making artistic inroads, as evidenced by its first chart-topping country hit.
• Netflix’s move to physical experiences signals a broader shift in streaming economics: from digital at-home dominance to new, lean experiential models—smartly contrasted with Disney’s acquisition-heavy strategy.

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Ideal for business-curious listeners and pop-culture fans alike, this episode delivers sharp takes and actionable analysis on the innovations shaping modern brands, music, and entertainment.

Transcript

[A]

This is Nick.

[B]

This is Jack.

[A]

It's Thursday, the new Friday, November 13th, 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]

Happy Vestvember. To all those celebrating. I can't believe you're not wearing your vest today, Jack. What happened to that thing?

[B]

I mean, I wore it, like, three days in a row. I don't think I could do it for.

[A]

At a certain point, you couldn't even fit it in the studio. That was a big vest, Jack. Yetis. We got three fantastic stories for today's show. Jack, what do we got on the pod?

[B]

For our first story, Kim Carter Kardashian skim brand just hit a $5 billion valuation in the private stock market.

[A]

But is 5 billion bucks a lot? Well, it's 10 times more than Victoria's Secret and 2 1/2 times more than.

[B]

Nike, according to Wall Street Math. We'll explain. For our second story, the number one country song in the charts right now, we're 99% sure it's A.I.

[A]

Yeah, Breaking Rust is the mysterious new A.I. singer. But like any good country song, this one has got layers.

[B]

And our third and final story is Netflix. Netflix just opened its first theme park Netflix house just outside of Philadelphia.

[A]

It's like Disney World, but done Netflix style. So let's go inside together.

[B]

But Yetis, before we hit that wonderful mix of stories, I mean, have we.

[A]

Done a better mix? I love this mix, Jack.

[B]

Nick, it seems like every week there's a new type of inflation we got to deal with.

[A]

Yeah, we covered for the Yetis. Shrinkflation, greedflation, tipflation, feeflation, pasta inflation, eggflation, you name flation.

[B]

But the latest inflation is the smartest grade. Inflation.

[A]

Actually, Jack, it's the dumbest. And it's hitting hardest over at Harvard.

[B]

Get this. 60% of all final grades given out at Harvard University last year were A's.

[A]

I'm sorry, Jack. Did the Harvard professors miss out on the chapter about the bell curve?

[B]

More than half of Harvard students are straight A students.

[A]

I'm sorry again, Jack. Is that normal?

[B]

My friend? No. Not even for Harvard is that normal?

[A]

No. In fact, besties Jack and I strapped on our J. Crew pleated khakis, and we jumped into the numbers.

[B]

Twenty years ago, only 25% of the grades at Harvard were A's. Today, 60% are A's.

[A]

I mean, we're not math majors, but that's what our TA Would call an outlier.

[B]

How do you like Them apples, they're not adding up there.

[A]

They're not adding up. Jack, as a lacrosse player, I can tell you there's someone on the Harvard lacrosse team who should be getting a C every now and then.

[B]

But here's the wildest part. Students are getting better grades at Harvard even though they're doing worse at school.

[A]

Get this. Professor Pinker is given the same psych exam at Harvard for 20 straight years.

[B]

And in those 20 years, the average test score is down by 10 points. Okay, but the average grade is up. How is that?

[A]

I believe the SAT word for that, Jack, is dubious.

[B]

Yetis the gradeflation situation got so bad, the professors have been summoned to the dean's office.

[A]

Because in the Ivies Besties, B is the new D and D is the new.

[B]

I got a number. How you like them apples? Hey, Good Will Humpting.

[A]

How do you like them transcripts? Jack, let's hit our three stories.

[C]

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

[B]

50%.

[C]

That's a fat tip. T boy city on your at, Liz. If you know, you know. Cause we read to go. We can't wait no more so just start the show Start the show.

[A]

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

[B]

This show is brought to you by BetterHelp Yeties.

[A]

You know what time of year it is? It ain't engagement season. It's postponement season.

[B]

Not like postponing your wedding. We're just talking about postponing a social event.

[A]

Yeah, like days getting shorter, air's getting colder, you're taking a rain check.

[B]

Winter is coming. It's the time of the year that people start to get disconnected from friends.

[A]

Okay, but then when you. You do finally meet up with your buddy Timmy and your friends, it's exactly what you needed. And you think, why didn't I do this sooner?

[B]

And for us, that's what starting therapy was like.

[A]

That's right. Jack and I are in way better control of our feelings. We know ourselves much better today than we did five years ago in our pre therapy era.

[B]

Well, over 5 million people worldwide have chosen BetterHelp to start therapy with over 30,000 therapists on that single platform.

[A]

Jack, you can't postpone those numbers this month.

[B]

Don't wait to reach out. Whether you're checking in on a friend or reaching out to a therapist yourself. BetterHelp makes it easier to take that first step.

[A]

And our listeners, you, you get 10% off your first [e-mail] t boy, that's betterhelp.

[B]

H E L P.com t boy, I recently got a booking request from somebody who said I'm a 75 year old professor from Michigan. Me and my academic pals are having a ski trip. I love your place.

[A]

Lovely. So what'd you say back? You write back to the guy.

[B]

I responded that I went to the University of Michigan for two graduate degrees. Nick. It turns out he did too. In fact, we worked in the same econ department when I was a TA there.

[A]

It's a match made in platform history.

[B]

Man, this guy hasn't arrived yet. But I love these personal connections I've made as a host on Airbnb and Besties.

[A]

We've told you that your place is probably perfect for someone else to stay at as well.

[B]

We haven't told you about the wonderful human interactions you can have as an Airbnb host like mine with this 75 year old PhD who loves the Michigan Wolverines as much as I do.

[A]

Yeah, it just feels good knowing that while you're making money, someone else is enjoying your place too. And you got a connection.

[B]

Hosting on Airbnb can provide you with another income stream and another source of life satisfaction.

[A]

Whether you're a Wolverine or a Buckeye, Bestie's no joke. Jack's very satisfied.

[B]

Your home might be worth more than you think. Find out how [e-mail] host.

[A]

For our first story, we just got an update on skims stock price. Kim Kardashian's apparel company is now worth 5 billion bucks.

[B]

Using Wall street math, Skims is now worth 2 1/2 times as much as Nike and 10 times as much as Victor. A secret. We'll explain how we did that.

[A]

Now, yetis Kim Kardashian. Technically, she's still not an actual lawyer.

[B]

Yeah, she hasn't passed the California Bar yet, although she is working on it.

[A]

However, Kim Kardashian is a very successful fake lawyer, Jack. Very successful right now.

[B]

True, true. On tv, Kim Kardashian stars in the new show All's Fair, the number one show on Hulu right now.

[A]

Also, Kim's still the matriarchs patriarch of the Kardashians. Her OG reality show.

[B]

I don't know if that's the correct label for her, but it sounds right.

[A]

We'll roll with it. And Kim's apparel brand, Schem Skims well, they just raised venture capital money at a whopping $5 billion valuation. That's almost one lift.

[B]

And with that fresh new cash, they're going to build new physical stores on top of the 18 that skims already has.

[A]

Building stores faster than Kris Jenner can get a facelift. But two years ago, Besties, we said that Skims was the Spanx of Gen Z.

[B]

Wrong. Because since Skims last fundraise, they've added a men's line, they've outfitted the US Olympic team, they've partnered with the NBA and the wnba, and they've become the latest arm candy for Nike.

[A]

So forget Spanx, Kim. Skims is basically a full body experience. And they're co ed.

[B]

So in that time, the valuation has risen from $4 billion two years ago to $5 billion today.

[A]

Okay, but pause the pod for a sec, Besties. When Jack and I saw this fundraise, we were kind of surprised it wasn't more.

[B]

With its current $5 billion valuation, the private stock is only up 20% in two years. The S&P 500 is up way more than that.

[A]

So yeah, it is. Jack and I put back on our financial. I'm not going to say caps, I want to say vests here. And decided we can't compare Skims to the S&P 500. Right, Jack?

[B]

Yeah, the S&P 500 is on fire simply because of like seven AI companies at the top.

[A]

On the other hand, what we should do is compare Skims to other apparel companies in the public markets.

[B]

And that's where the comparison gets interesting. You see, Skims is worth far less than Nike and Lululemon or the Gap. It's simply a way smaller company.

[A]

But by using Wall street math, we can properly compare Skims Apple to Apple.

[B]

By looking at its sales multiple.

[A]

Exactly. So let's do it, Jack. Whip up the whiteboard. Skims, their $5 billion valuation. That is five times their sales numbers.

[B]

Because Skims will sell about $1 billion of goodies this year.

[A]

So 5x the sales. On the other hand, Nike and Lululemon's sales multiples are just two times their sales. Their valuation is twice as much as their revenues.

[B]

So if you look at the multiple, Skims is worth two and a half times as much as Nike and Lululemon. Apples to apples, Jack.

[A]

How about Victoria's Secret in the Gap? Let's compare their sales multiples to Skims.

[B]

Their market caps are actually less than their sales. And again, Skims valuation is five times bigger than their sales.

[A]

So Besties Add up all these numbers, and investors want skim stock way more badly than they want those other apparel and underwear companies.

[B]

Probably because it's way faster growing, has a way higher profit margin, and let's be honest, it's just a way cooler company.

[A]

Well put, Jack. Well put.

[B]

Or maybe it's because skims ceiling is, to quote Elphaba, yes, unlimited.

[A]

And now we are officially the first podcast to break down Skims valuation. Weave in wicked, and then hit our takeaway.

[B]

All wearing underwear that we wish was Skims.

[A]

Yeah, if you're listening, Kim, which we know you are. So, Jack, what's the takeaway for our buddies over at Kim's Skims?

[B]

Skims will be Victoria's Secret plus l' Oreal plus Lululemon if everything goes right now.

[A]

Yetis, Jack and I are actually interviewing Jim Cramer next week in New York. And you know what Jim likes to talk about? A thing called total market opportunity.

[B]

Basically, if everything goes right, what markets could this company win in? That's the total market opportunity.

[A]

Well, Skims started as a shapewear brand and then a loungewear company, and now it's athletic apparel and pretty soon footwear.

[B]

Skims also owns 20% of Kim Kardashian's beauty brand, so they're in cosmet, too.

[A]

Also, Jack, Skim's latest product, it's a sculpting face wrap that you wear at night.

[B]

I don't know what category that is.

[A]

It isn't a category.

[B]

I don't know why.

[A]

It's not a real category. It's a thing. It's just a thing.

[B]

Will skim someday outfit a presidential candidate and get into formal wear?

[A]

Probably besties. Kim Kardashian's fame and track record as a tastemaker is best in the business.

[B]

Yes, the disruptors can eventually get disrupted, but Kim doesn't see a limit in the categories that skims can enter.

[A]

So, using Jim Cramer's famous framework, what is Skims? Total market opportunity to become the brand for all things beauty. For our second story, the number one country music song in America right now was written, sung, and performed by AI.

[B]

For the first time ever, AI is topping the music charts, and nobody knows what to do about it.

[A]

Okay, Yetis, let's just set the scene for you for a sec. It's new music Monday. You're driving in your car. You put down your Diet Coke in the cup holder, and you turn up the radio, and then you hear the.

[B]

This push and play. You can kick rocks if you don't like how I talk now if you didn't hear something just now, it's cause Spotify stopped that song from being played.

[A]

Yeah, yeah. For IP reasons. Whatever, whatever. But if you did hear it, it.

[B]

Was a velvety voice, a gravelly tone, and it was the number one country song right now.

[A]

Jack, the album cover, I'm schvitzing looking at it right now. It's the millennial version of the Marlboro Man.

[B]

I have like hearts popping out of my eyeballs. He's so good looking.

[A]

Singer on the album's got like a five o' clock shadow that would make Garth Brooks blush.

[B]

That song is called Walk My Walk by a new artist called Breaking Rust.

[A]

It's number one in the Billboard charts for country music digital sales right now.

[B]

And it's been streamed three and a half million times on Spotify. There is even early chatter that this could get a Grammy.

[A]

But here's the update. Yetis. It's more like chart official intelligence when it comes to this song.

[B]

Because that top country song you just.

[A]

Heard is AI that's right, it's a robot Reba McEntire.

[B]

It's AI Johnny Cash.

[A]

And we thought Dolly Parton was undisruptible. And then we get this AI country song.

[B]

Now the comment sections blew up. Some people are pissed, others don't care that it's AI but everyone's bopping their heads because this is a bit of a banger.

[A]

So besties Jack and I dove in T boy style. How do we know Breaking Rust is artificial intelligence?

[B]

And there must be a person behind it at some point, right?

[A]

Well, as we dove in, we discovered, like much of country music, it's a complicated story.

[B]

Neither Walk My Walk nor the artist Breaking Rust is labeled as AI on Spotify and there's no bio saying anything about them.

[A]

Also, Jack the hunk on the album cover, I can't really tell if he's real or he's fake, if he's made by ChatGPT or what.

[B]

So how do we know it's AI? Well, music identification tools have tested out the voice and pegged the probability that it's AI at 90%.

[A]

But Jack, interestingly, in the credits it mentions a man, Aubier Rivaldo Taylor, as the composer and lyricist for the song that was.

[B]

That sounds like it could be a human. It does. But if you Google the name, there's only one hit and it's an AI music website.

[A]

So, Jack, there's no LinkedIn, no website, no real source that a human is behind this song.

[B]

There is an Instagram account, but it's not verified, and the images do look very AI on the Instagram.

[A]

So add it all up, Yetis. And yeah, we're pretty sure this country music song is AI and country music.

[B]

Was a strategic choice if you're trying to top the charts with AI oh, and why is that, Jack? Country music has wonderful depth, but it tends to follow some formulaic themes.

[A]

Get this, 18% of country music songs reference a truck in their lyrics and.

[B]

32% reference in alcohol. So there's a pattern that large language models can follow.

[A]

And those large language models have some friends in low places. So, Jack, could you please Honky Tonk the takeaway for us, for our buddies, who are everyone listening to this AI Song?

[B]

This is the first of firsts, Yetis.

[A]

Hearing that the number one country music song right now is entirely AI Is shocking. But it's also not shocking because every.

[B]

Day as AI advances, it has a new accomplishment in a new creative field.

[A]

Yeah, remember earlier this year, we covered the Velvet Sundown Rock song. That was the first AI song to pass 1 million listens.

[B]

It was only a matter of time before another AI song would reach number one in the charts.

[A]

And besties, the way we see it, it's kind of inevitable that we'll end up seeing more and more of these firsts regarding stuff done by AI we'll.

[B]

See the first factory run entirely by AI robots, not humans.

[A]

Or Jack. The first unicorn startup to hit $1 billion with just AI employees.

[B]

The first AI movie to win an Oscar for Best Animated film.

[A]

Now, besties, maybe we hope there is some stuff that AI can just never beat a human being at.

[B]

If my son's first novel is written by an AI author, that'll be troubling. I hope that's not the future we're living in.

[A]

That would be troubling, Jack. But we are certain that this won't be the last time an AI has a first time.

[B]

This is the first of many future firsts.

[A]

Now, a quick word from our sponsor.

[B]

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[A]

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[B]

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[A]

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[B]

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[B]

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[A]

And right now, you can get their free business guide demystifying [e-mail] tboy the.

[B]

Guide is free to you at netsuite.com tboy that's netsuite.com tboi now a quick break. Switching topics to one of our favorite sponsors, Vital Proteins.

[A]

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

[B]

No, she's not.

[A]

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

[B]

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

[A]

Now, I don't know if my mom's into the taste or the health benefits or she's trying to get jacked, but she's got healthy hair, skin, nails, and joints right now.

[B]

Dude, I'd say it's all of them. So yetis. 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.

[A]

For our third and final story, House of Netflix opened this week at a mall just outside Philadelphia.

[B]

It's Netflix's Disney World, but dun Netflix, because Netflix doesn't copy and paste. They copy and recreate.

[A]

Ah, Squid game, Jack. Horrifying, horrifying show.

[B]

But if you eliminate the risk of death, that sounds kind of fun. Yeah.

[A]

And you can do that now at Netflix House, the streaming giant's first ever theme park.

[B]

House of Netflix occupies 100,000 square feet in a suburban mall that used to be Lord and Taylor.

[A]

Jack, you can still smell the Auntie Ann's pretzels over there.

[B]

And at this Netflix house, you can play a game of red light, green light from Squid game. Yeah, or pretend you're in Hawkins rescuing your buddy from a demigorgon.

[A]

The front of the new Netflix park. What's a giant red envelope? And why is that, Jack?

[B]

That's a nod to Netflix's DVD by mail. Early days.

[A]

Yeah. Just an FYI for all our Gen Z listeners out there now, Bessie, you do not need to share your mom's Netflix password in order to get into this thing.

[B]

No, unlike Disney, it's free to enter.

[A]

This Netflix house has a gift shop, a mini golf course, a movie theater, a restaurant, and Netflix characters everywhere.

[B]

Although all those things cost money. In fact, the flagship experience, which is basically a ride based on the show Wednesday, you gotta pay 39 bucks per person to ride on this thing.

[A]

That's two and a half months of Netflix. Or five months of Netflix if you brought a date.

[B]

Or one month of Netflix if you pay to have no ass.

[A]

Or zero Netflix if you are still using your mom's password. But besties. This was Jackson, my first reaction when we saw Netflix's first theme park.

[B]

This is Netflix's Disney World. Yeah, they're entering the theme park business.

[A]

Six Flags just lost a flag. And you know what? It makes sense when you understand the business model here.

[B]

Disney makes almost no money on streaming or on their movies these days. Disney has become a physical business.

[A]

Remember when we covered Disney's earnings? Theme parks are two thirds of Disney's profit right now.

[B]

So for 20 years, Netflix has chilled with you in your house, but now they're chasing experience dollars.

[A]

However, there are some key differences here we should point out. Like Jack, what is Netflix doing different than Disney?

[B]

Well, they're choosing non Disney cities. Yeah, Netflix is in Philadelphia now, then Dallas in December. And they're opening up their third Netflix house in Las Vegas in 2027.

[A]

Basically, if you lost a Macy's near you, then you're probably getting a Netflix house one of these days.

[B]

True. Second difference, Netflix is doing it leaner than Disney.

[A]

Yes.

[B]

They're not building a gigantic, you know, 500 acre park. They're just filling some existing retail space that's empty.

[A]

Again, if Nacy's went out of business near you, you're probably getting a Netflix house.

[B]

And the third difference between Netflix and Disney theme parks is our takeaway.

[A]

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

[B]

Netflix rents Disney buys Yetis.

[A]

Most of the content you see on Disney or at Disney World these days is acquired.

[B]

Pixar, Star Wars, Marvel, they were all giant Disney acquisitions. Fox Studios was most giant of all.

[A]

But on the other hand, Netflix has created a ton of their content in house straight from the ground up.

[B]

Stranger Things, Bridgerton, Squid Game, all built by Netflix, all owned by Netflix.

[A]

Now, Netflix does rent from time to time. Like they license wwe. They're currently renting Shrek. And they pay the Addams Family for IP related to Wednesday.

[B]

True story, they pay the Addams Family for Wednesday. But for the most part, Netflix has been able to use data to inform smart creative bets that win and that.

[A]

Has avoided massive expensive acquisition splurges of creative IP like Disney has done.

[B]

House of Netflix, it's their Disney World, but it doesn't buy them. It builds them or rents them.

[A]

Jack, could you whip up the takeaways for us for the new Friday?

[B]

Using Wall Street's preferred valuation metric, skims is now worth two and a half times more than Nike because skims total.

[A]

Market opportunity is everything wr related to beauty.

[B]

For our second story, Breaking Rust is number one on the Billboard country charts. The human behind it remains anonymous nasties.

[A]

This is the first chart toppin AI song, the first of the first and.

[B]

Our third and final story. Netflix house is open just outside Philadelphia. It's their leaner city focused take on a theme park.

[A]

Never forget that. Disney buys, but Netflix rents.

[B]

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

[A]

First, the government shut down's air travel trauma has caused two very interesting phenomena.

[B]

First, private jet demand surged 42% in the last few weeks as commercial flights got more and more delayed.

[A]

But besties, if you can't afford a private jet yet, then the train turned out to be your go to transportation.

[B]

That's right, Amtrak demand was up 12% before Thanksgiving.

[A]

And second, if you're on the fence about getting a Tesla this year, Tesla has a new strategy. Rent one for 60 bucks a day.

[B]

It's Tesla's version of the 30 day free trial. But it's maximum seven days and it's not free. It's 60 bucks a day.

[A]

Oh, and if you end up buying it, you're credited the amount you paid to rent it for those first few days.

[B]

Yeah, with the $7,500 tax credit gone, electric car companies are getting creative.

[A]

Or you could rent it for one day, drive for Uber and make money on it. Anyway, we're getting ahead of ourselves.

[B]

Totally. Yeah, you could.

[A]

And finally, Apple's newest product is a sock. A giant $230 cross body sock.

[B]

That's not exactly correct. Technically, this is a knit iPhone holder that you wear like a man bag, kind of like over the shoulder across the chest. It's designed by a Japanese designer.

[A]

So it's a sock that doesn't go on your feet, Jack.

[B]

You put your iPhone in it. It's like a purse just for your iPhone. Besties.

[A]

The best, worst holiday gift of the year is a $230 iPhone holding sock.

[B]

This is actually an sold on Apple store.

[A]

Now time for the best fact yet. This one, sent in by a legendary yeti, Dylan Steinfeld from lovely Hotlanta, Georgia.

[B]

Push and play.

[A]

Here we go.

[D]

Yetis and besties. Your local hit studio, Coach's favorite exercise, the burpee, doesn't inherently mean anything. The burpee was invented by Royal Burpee, a physiologist who in 1939 created the exercise as a fitness test. It was later used to assess fitness by the military ahead of World War II. So next time you're in the studio suffering and doing a bunch of burpees, don't blame your coach. Blame Royal Burpee himself.

[B]

Yeah, when he first said studio, I thought he meant podcast studio.

[A]

I know, I know, I know. You know I like to spot you when we're in the studio, Jack, but yeah, this is a whole new level, man.

[B]

Now, in high school, we called it an up down. Burpee's a better name.

[A]

Royal Burpee, though, is the best name.

[B]

If only he had trademarked that term.

[A]

Yetis, you look fantastic today. And if you are looking at us. Cause you're watching us on YouTube right now. We love seeing you over there, don't we, Jack?

[B]

Smash the subscribe button.

[A]

Yeah, if you're watching us on YouTube, remember to like us and subscribe and drop a comment so we can hang out with you there too.

[B]

First thing I do every morning is check the YouTube comments and reply to the ones that reference me.

[A]

If you know, you know Jack and.

[B]

I will see you tomorrow.

[A]

And be. Before we go, congratulations to legendary yetis, Kristen Sichorski and Eric, who are celebrating the best wedding yet this weekend.

[B]

And the maid of honor, their sister is a longtime yeti.

[A]

You guys look fantastic. And Adam Brink, the crab man from Baltimore up in Brookline, Massachusetts, is celebrating the most fantastic of birthdays.

[B]

And a big shout out to Kelsey Black, one of the four finalists for the community builder award during the Austin Business Women Awards.

[A]

And Rima Nayak and Sean Thomas down in Atlanta, Georgia have been together for eight wonderful years. Congratulations, guys.

[B]

Happy anniversary. And to anyone else celebrating something today.

[A]

Make it a T boy, like subscribe and celebrate the wins. This is Jack.

[B]

I own stock of Disney, Netflix and Victoria's Secret. Nick owns stock of Lululemon and Nike. And we both own stock of Spotify and Apple. If you like the best one yet, you can listen ad free right now by joining Wondery plus and the Wondery app or on Apple Podcasts.

[A]

Prime members can listen ad free on Amazon Music.

[B]

And before you go, tell us a little bit about yourself by filling out a short survey at wondery. Com Survey.

[A]

We want to get to know you.