🥛 “My Milk$hake” — Gap’s Katseye surge. NFL’s supersonic Eurotrip. Too Good To Go’s Labubu of Leftovers. +TBOY Toys.

Summary

The Best One Yet: 🥛 “My Milk$hake” — Gap’s Katseye surge. NFL’s supersonic Eurotrip. Too Good To Go’s Labubu of Leftovers. +TBOY Toys.

Podcast: The Best One Yet
Hosts: Jack Crivici-Kramer & Nick Martell
Date: November 24, 2025

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Overview

In this energetic Thanksgiving week episode, Nick and Jack serve up the top three “pop-biz” stories you need to know, blending humor and sharp business insight. Highlights include why the NFL hasn’t yet conquered Europe (but soon might), how a viral music video sent Gap stocks soaring, and the billion-dollar business of “not-so-fresh” groceries. Plus: the debut of TBOY’s very own Labubu-inspired plush toy for listeners.

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Key Stories and Discussion Points

1. NFL's Supersonic Eurotrip: Will Boom Tech Finally Bring US Football to Europe?

[Timestamps: 06:00–10:50]

• Background: The NFL’s long-standing dream is to have permanent teams in Europe (specifically London and Germany), but logistical hurdles abound.
• Three Key Hurdles:
  • Disadvantage for European Teams: Geographic isolation and jet lag would make teams less competitive.
    • “Your kicker is going to get frozen by the jet lag.” — Nick [07:37]
  • Player Compensation: Extra costs and hassle for relocation would require hefty bonuses.
  • Travel Time & Recovery: Football players need nearly a week to recover after games, and losing travel days would be untenable.
    • “How much protein and cold plunges can you really fit on a transatlantic 747 flight?” — Jack [09:07]
• Proposed Solution: Boom Supersonic, a startup invested in by United Airlines, is developing jets that could move teams across the Atlantic in three hours.
  • “If the NFL bought three of these boom supersonic jets, they could transport an entire 200 person traveling party...and get that NFL team from Europe to America and back in half the time.” — Nick [10:09]
• Historical Parallel: MLB teams only moved west when airplanes made it possible.
• Outlook: Boom’s tests look promising; there’s hope for European NFL teams by 2029.
  • “Shrink the Atlantic and expand the NFL.” — Jack [10:50]

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2. Gap’s Katseye Surge: When a Music Video Becomes a Marketing Rocket

[Timestamps: 11:00–15:28]

• Background: Cat’s Eye, a diverse global girl group, starred in a viral Gap denim “ad”/music video—a choreographed remix of Kelis’ “Milkshake.”
  • “It’s really a 90 second music video set to the 2003 hit ‘Milkshake’…and it was wardrobed by the Gap.” — Nick [12:03]
• Impact:
  • Gap’s stock surged 8%, adding ~$1 billion in value, with sales up 7%, the best growth quarter since 2017.
  • “500 million views. That’s like three Super Bowls worth of numbers.” — Jack [13:24]
  • “Cat’s Eye got Gen Z to fall into the Gap last quarter.” — Nick [13:40]
• Business Model Shift: Gap isn’t just doing celebrity sponsorships; they’re producing original music and events, behaving more like a record label. Their CEO, Richard Dixon, was credited (and complimented for his hair).
  • “If we could give out a T Boy Profit Puppy Award to Best CEO of the Year, we’re probably giving it to Richard D. Dixon.” — Jack [14:05]
• Takeaway:
  • “The Gap is acting like a record label.” — Nick [14:19]
  • By focusing on artistry and music integration, Gap is fostering brand love more deeply than standard collabs.

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3. Too Good to Go: The Billion-Dollar Marketplace for “Labubu of Leftovers”

[Timestamps: 17:13–20:48]

• Business Case: Too Good to Go is a Danish unicorn startup that sells “surprise bags” of groceries close to expiration at huge discounts—recently in partnership with Whole Foods.
  • “It’s like how every bagel shop sells yesterday’s bagels...Too Good to Go sells oldish food for cheap. They’ve scaled yesterday’s bagels idea.” — Jack [17:59]
• Platform Details:
  • A classic marketplace—matching stores with food waste to adventurous buyers craving bargains.
  • “One man’s trash is another man’s truffle.” — Nick [18:08]
• Market & Mission:
  • Despite skepticism about the size of the “not fresh” food market, the app reframes the product as a fun adventure, like a Labubu mystery box.
    • “They’ve turned a potential liability—not the freshest food—into an asset of being fun.” — Jack [20:24]
  • “It replaces what-to-eat-tonight decision paralysis with what’s-in-the-grocery-bag excitement.” — Nick [20:31]
• Takeaway:
  • “Too Good to Go is the Labubu of leftovers.” — Jack [20:48]

---

Notable Quotes & Memorable Moments

• “You can’t hug ChatGPT, but you can hug the yeti for Yetis.” — Nick, pitching their new plush toy [03:01]
• “It’s not an emotional support animal. It’s an economic support animal.” — Jack, on the TBOY Yeti plush [01:50]
• “My milkshake brings all the girls to the Gap. They’re like, it’s better than Zara.” — Jack [13:44]
• “They’ve turned not fresh into fun with the Labubu mystery box concept.” — Nick [21:27]

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TBOY Plush “Economic Support Animal” Announcement

[Timestamps: 01:18–03:05, 23:33–24:07]

• Nick & Jack introduce their limited-edition “TBOY Yeti” plush doll—a tongue-in-cheek “Labubu dupe” and the “only business news show that’s selling a plush doll.”
• “It makes Peloton stock feel like Nvidia stock.” — Nick [02:21]
• Listeners are encouraged to buy quickly as they’ll sell out, with delivery by Christmas or Hanukkah.

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Brief Market and Tech News Highlights

[Timestamps: 21:33–22:56]

• Markets dropped 2% last week, but bounced on hints of December rate cuts.
• Waymo announces major city expansions for its self-driving cars, with Tesla and Amazon’s Zoox joining the fray, especially in San Francisco.
• The literal final penny minted in Philadelphia is expected to sell for $5 million in auction.

---

Community Shoutouts (Birthdays, Engagements, Listener Wins)

[Timestamps: 24:11–25:21]

• Milestone celebrations among listeners: birthdays, engagements, student loans paid off.
• Special mention to Tony Ho, Olivia Ryder, Alexis Crawford, and more.

---

Best Fact Yet

[Timestamps: 23:01–23:29]
Why is Lyft pink?
Jack and Nick reveal that Lyft’s brand color was chosen to stand out among black and blue tech/carmakers and to feel more human.

---

Timestamps for Quick Navigation

• NFL’s Euro Problem & Boom Supersonic: 06:00–10:50
• Gap x Cat’s Eye (Music Video Marketing): 11:00–15:28
• Too Good to Go & Labubu Business Model: 17:13–20:48
• TBOY Yeti Plush Segment: 01:18–03:05, 23:33–24:07
• Brief Business Headlines: 21:33–22:56
• Listener Shoutouts & Community: 24:11–25:21
• Best Fact Yet (Lyft's Pink Color): 23:01–23:29

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Episode Tone & Style

• Language: Casual, witty, full of business humor and affectionate ribbing.
• Atmosphere: Upbeat, accessible, filled with pop culture references.
• Listener Engagement: Frequent direct addresses to “Yetis,” birthday and community shoutouts, inside jokes.

---

Key Takeaways (Recap)

[Timestamps: 20:57–21:33]

• NFL in Europe: Only possible if supersonic jets can shrink travel time.
• Gap’s Growth: Fueled by artistry and music, not just fashion collabs.
• Too Good to Go: Turned “not fresh” into the thrill of a surprise, scaling the mystery-box model for groceries.

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For more, including merch and further insights: tboypod.com/shop

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Transcript

[A]

This is Nick. This is Jack.

[B]

Welcome back. It is Monday, November 24, and today's pod is the best one yet. This is a T, boy.

[A]

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

[B]

Jack and I are gonna drop something super special in, like, one minute, so just hang in there. Trust us on this one.

[A]

For our first story, the NFL has always wanted a team in London and in Germany, but it can't because of jet lag.

[B]

Well, one supersonic travel startup could make the NFL the first two continent.

[A]

For our second story, the Gap just had its best growth in seven years, and it's all thanks to the milkshake song.

[B]

Yeah, cat's eye. The Spice Girls of Gen Z just caused a Gap stock pop.

[A]

And our third and final story. What if we told you there was a startup selling mystery bags of groceries at a huge discount, and that startup is now worth a billion dollars?

[B]

Well, guess what. It exists, and it's Too Good to Go.

[A]

That's what it's called.

[B]

Yeah, literally.

[A]

Too Good to Go.

[B]

That's the name of the company, actually.

[A]

But Yetis before we hit that wonderful mix of stor.

[B]

Mix of stories. And now I'm getting excited. Jack, this is good.

[A]

Thanksgiving is this Thursday, but there's another national holiday this week.

[B]

That's right, Jack. It is Black Friday week. You got to get a gift for pretty much everyone out there.

[A]

Correction. It's actually the week that media companies launched their holiday merch.

[B]

That's what we're saying. Yeah, it is. But this year, Jack and I decided to mix things up.

[A]

We're selling a Yeti for the Yetis.

[B]

That's right.

[A]

A plush toy. That's the best one yet.

[B]

We're not kidding. If you are watching on YouTube right now, you got to see this. It's not just any toy. This is a T Boy Labubu dupe.

[A]

Hold it up. I got it right here.

[B]

Here we go.

[A]

A Yeti monster doll that kind of looks like a Labubu.

[B]

I know the lawyers don't want us to say that, but what the heck? We just said it.

[A]

Now we're definitely the only business news show that's selling a plush doll, right?

[B]

Absolutely, Jack.

[A]

It's not an emotional support animal. It's an economic support animal.

[B]

So, Jack, how about you say we go full QVC in describing this toy for the besties? They can buy this thing.

[A]

16 inches tall, white fur. It's an abominable snowman. Yeti little thing.

[B]

I'm looking at him right now. Cute teeth. Cute.

[A]

Ha.

[B]

Tiny T boy T shirt.

[A]

So again, why is a business news show making a doll? Well, because in this economy, you need an emotional support toy.

[B]

Besties. This T boy yeti doll is so soft, you can snuggle up to it after a bad earnings report.

[A]

It's so plush, it makes peloton stock feel like Nvidia stock.

[B]

It is so scrunchalicious that Warren Buffett just bought one for his next board meeting.

[A]

And when bitcoin falls under 80,000, he'll nap and sleep with this thing, too.

[B]

So yetis go to t boy pod.com shop to buy your T boy yeti today. You got to get one.

[A]

We're dropping a link in the episode description, too.

[B]

Limited orders, limited supplies. Grab it now. Tboy pod.com shop and it'll definitely arrive.

[A]

Before Christmas or Hanukkah.

[B]

Jack. One sec. I'm getting a call. One sec.

[A]

It's Masa.

[B]

He wants a billion of them.

[A]

He wants to invest. One sec.

[B]

Masa says one more thing.

[A]

Yetis. You can't hug ChatGPT, but you can hug the yeti for yetis.

[B]

Buy yours now, Jack.

[A]

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 a 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 mo.

[B]

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

[A]

This show is brought to you by BetterHelp Yeties.

[B]

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

[A]

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

[B]

Yeah, like, days getting shorter, air is getting colder. You're taking a rain check.

[A]

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

[B]

Okay, but then when 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?

[A]

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

[B]

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.

[A]

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

[B]

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

[A]

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

[B]

And our listeners, you. You get 10% off your first [e-mail] tboy that's BetterHelp.

[A]

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.

[B]

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

[A]

Responded that I went to the University of Michigan for two graduate degrees.

[B]

Nick.

[A]

It turns out he did too. In fact, we worked in the same econ department when I was a TA there.

[B]

It's a match made in platform history.

[A]

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

[B]

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

[A]

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.

[B]

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

[A]

Hosting on Airbnb can provide you with another income stream and another source of life satisfaction, whether you're a Wolverine or a Buckeye.

[B]

Besties. No joke. Jack's very satisfied.

[A]

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

[B]

For our first story. The NFL has wanted a European team for decades, so we're looking at why they haven't gotten one.

[A]

One airplane startup, though, can solve the NFL's Europe problem.

[B]

Yes, it can.

[A]

With time travel.

[B]

Oh, Yetis, check out the calendar. We are three days away. Thanksgiving, the only holiday with a third helping and a third football game is true.

[A]

The NFL has three games on Thursday and they have a game on Friday this year. Plus, Saturday has college football's best rivalries, including Florida, Florida State and Ohio State.

[B]

Michigan and Jack, you and your three brothers have like a 15 day tournament from what I remember. But besties? This is a business pod. And if there's one thing Jack and I know about the the NFL, it's that like Jerry Maguire they are driven by money.

[A]

The NFL has already expanded to Monday night, Thursday night, and Friday night. The NFL's next expansion is to Europe.

[B]

That's right. They can't just take over the calendar. They got to take over a new region. So, Jack, could you sprinkle on some context for us, please?

[A]

NFL Europe used to be a thing. It was basically pro football's Minor league from 1991 to 2007.

[B]

But here's the thing. NFL Europe only played games in Europe with European teams.

[A]

Today, the NFL does play games in Europe. Five games have happened in Europe this season. But they've never had a team based in Europe.

[B]

A team based in Europe that would then play against American teams.

[A]

But according to the Wall Street Journal, the NFL has always wanted that. They've always wanted to expand from their American teams only to a couple of European teams as well.

[B]

But they haven't. And the reasons why? Well, there are a few. As the French would say, not possible.

[A]

Hurdle number one to a European NFL team is that that team would have a disadvantage and it would be isolated.

[B]

Traveling across the Atlantic is taxing on the body and the mind. Your kicker is going to get frozen by the jet lag.

[A]

So the NFL has said that to expand to Europe, it would only make sense with at least two teams, almost certainly in London and then probably in Germany. They might want a whole division out there, too.

[B]

Hurdle number two for an NFL European team is the cost.

[A]

Players would definitely demand relocation bonuses because it costs a lot of money and time to move your family to Europe.

[B]

I mean, even Tom Brady would be homesick for his mom's cooking. So you need to give him that extra compensation so that free agents don't avoid playing on a European team.

[A]

You don't want the London and German teams to just be bad because players don't want to go over there.

[B]

Now, hurdle number three we find the most fascinating. It is the biggest and also the biggest surprise.

[A]

According to the Wall Street Journal, the big reason we don't have an NFL team in Europe is that it takes too long to travel there.

[B]

Yeah, it's the travel time. You see besties, football is played on Sundays. So each of the other six days is crucial to recover and prepare because football players are fragile and they need that extra time during the week. One game a week, Jack.

[A]

Okay, Yeti, I've played football, and, like, this is the only criticism I've ever heard about football not being tough.

[B]

I need six days to get ready for my next big day at work.

[A]

I don't even know how to respond?

[B]

You don't even have to, Jack, because football players only take one day off a Tuesday. If they have to go from Los Angeles to Rome to play a game.

[A]

That'S an 11 hour trip. If the NFL has a team in Europe, the off day would go away.

[B]

Yeah, and how much protein and cold plunges can you really fit on a transatlantic 747 flight?

[A]

Not enough. So having a team in Europe would mean players don't have any days off the whole season.

[B]

So besties, add it all up. And hurdles number one and two are surmountable with money and contracts.

[A]

Basically, the lawyers can take care of hurdles number one and two.

[B]

Aha. But hurdle number three, travel time actually is now surmountable, but only if one startup succeeds.

[A]

And that startup is. Boom. Supersonic.

[B]

So, Jack, Hut, hut, hut. What's the takeaway for our buddies over in the first ever European NFL team?

[A]

Supersonic jets will shrink the Atlantic Ocean and expand American football Yetis in 2021.

[B]

Jack and I covered that United Airlines had invested in a new startup called Boom Supersonic.

[A]

Boom's jets can fly at Mach 1 faster than the speed of sou with 80 passengers on board.

[B]

So if the NFL bought three of these boom supersonic jets, they could transport an entire 200 person traveling party, basically fit a whole NFL team.

[A]

And they could get that NFL team from Europe to America and back in half the time. Just three hours from New York to London or six hours from Los Angeles to London.

[B]

Now, interestingly, in baseball, the Dodgers and the Giants only moved from New York to California when a technology shifted, when commercial air travel made it practical.

[A]

Well, further advances in air travel could bring us the London Fog and the Berlin Blitz to the NFL.

[B]

And get this. Boom successfully tested their supersonic jet in the desert this January. They're hoping it'll be commercially available by 2029.

[A]

Although when we covered Boom in 2021 on this podcast, they told us then that these would be commercially ready by next year.

[B]

Good point, Jack, good point. But still, Thanksgiving 2029, we could be watching the New England Patriots burst the Belgium Flugelbachers. I'm very excited for it because there's a secondary benefit to supersonic travel. Besties Shrink the Atlantic and expand the NFL. For our second story, the Gap just had its best growth quarter in eight years. And it's all thanks to one commercial, rather one music video.

[A]

The girl group Cat's Eye dancing to Milkshake just turned the Gap into a record label.

[B]

Will explain. But besties, let's talk some historical Context here. The Supremes. They were the girl group of the 1960s. What about the 90s, Jack?

[A]

Well, there were Spice Girls, TLC and Destiny's Child in the 90s.

[B]

Yeah, yeah. It's gonna be a tough one. You'll have to vote in the comments right now for the 2020s.

[A]

Could be Cat's Eye.

[B]

It could be Cat's Eye. They've got six women singers from five different countries. This is the first true global girls.

[A]

Group formed in 2023. In just two years, they've gotten a Grammy nomination, effendi sponsorship, and they're on tour right now.

[B]

I think they're playing like tonight in New York, Jack. But besties. The Cat's Eye band's big breakout was actually a denim ad for the Gap. It's not really an adnic.

[A]

It's really a 90 second music video set to the 2003 hit Milkshake. Yes. The one that brings all the boys to the yard.

[B]

Yes. The one that almost got banned when we were in middle school and I.

[A]

Just listened to it and damn, that's a great song.

[B]

Well, Jack, this version of it happened to be gorgeously choreographed like a Stravinsky ballet. And it was wardrobed by the Gap.

[A]

And it flagships the Gaps better in denim campaign, which is a more diverse response to American Eagle's good genes campaign that showcased Sydney Sweeney.

[B]

But besties, here's the plot twist. The Gap drove Cat's Eyes breakout, but it appears Cat's Eye just drove the.

[A]

Gap's stock breakout because on Friday, stock in the gap jumped by 8%. That's nearly $1 billion of new value to the Gap's shareholders.

[B]

Yeah. Created by a music group. Sales surged 7% last quarter from the year before.

[A]

It's the Gap brand's best quarter of growth since the slim fit era of 2017.

[B]

So Jack and I got curious. We jumped in T boy style. Jack, what was the secret to this super Gap quarter?

[A]

Well, the CEO said the word incredible 12 times.

[B]

That's cool.

[A]

And referred to Cat's Eye three times. So I think he was talking about how incredible Cat's Eye was.

[B]

That's right. Because that music video we just mentioned got 8 billion impressions and 500 million views for the Gap.

[A]

500 million views. That's like three Super Bowls worth of numbers.

[B]

No joke. Besties, sit down, stand up and put the jeans back on. 500 million views is more than the Barbie movie trailer got.

[A]

But again, it wasn't really an ad. It was an MTV worthy music video that is fun to Watch.

[B]

Cat's Eye got Gen Z to fall into the Gap last quarter.

[A]

My milkshake brings all the girls to the Gap. They're like, it's better than Zara.

[B]

Damn right, it's better than H and M. I could teach you, but I charge full price now.

[A]

The CEO's name is actually Richard Dixon.

[B]

And he's got the best hair out of any CEO on Wall street right now, we should point out.

[A]

And the Stock is up 2 1/2 x since he took over the gap two years ago.

[B]

Honestly, besties, if we could give out a T Boy Profit Puppy Award to Best CEO of the Year, we're probably giving it to Richard D. Dixon.

[A]

I think it might go to Dick Dixon.

[B]

Years, not over. Years, not over. So, Jack, what's the takeaway for our buddies over at the Gap?

[A]

The Gap is acting like a record label.

[B]

Yetis, the theme of most brand marketing these days is standard sponsorship and standard.

[A]

Collabs, like the Sydney Sweeney Good Genes campaign with American Eagle.

[B]

It caused some controversy and caught a lot of eyeballs, but it was basically a straightforward ad format at the end.

[A]

Of the day with a celebrity. On the other hand, the Gap has leaned into artistry, specifically around music.

[B]

For example, in San Francisco, they just reopened the flagship Gap on Chestnut street, and they now sell vinyl records there. Just like the very first Gap store in 1969.

[A]

The Gap also curated a holiday playlist and produced original music for that playlist with Sienna Spyro. And they also paid a choir.

[B]

Jack, did you see the Gaps also paying other choirs of handsome singers to wear Gap merchandise and do carols in the Gap stores this year?

[A]

Yeah, I did. I saw it on their Instagram. I wish I witnessed that in person.

[B]

And now the Gaps produced a music video with the most viral girls group on earth, Cat's Eye.

[A]

They're not doing collabs or celebrity sponsorships. Well, actually, they are doing some celebrity sponsorships, including with Gwyneth. That's fair.

[B]

That's fair. But they're really making art and selling music.

[A]

The Gap is acting like a record label.

[B]

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Our third and final story. Yetis. There is one company selling mystery grocery bags for cheap, and they're filled with expiring food.

[A]

Too Good to Go is doing that. And this Thanksgiving, it's the Labubu of leftovers.

[B]

It's the Labubu business model. Now, Yetis, last week Jack and I saw this bizarre headline. Right. Right, Jack. This was kind of weird.

[A]

Whole Foods is selling surprise groceries up to 70% off.

[B]

That doesn't sound like a headline from CNBC. That sounds like a magic show. Like surprise bags of grocery food. What's going on here?

[A]

It turns out Whole Foods partnered with a startup called Too Good to Go. And Too Good to Go's name is their value proposition.

[B]

Yeah, basically, they take food at a grocery store about to go bad, and they sell it to customers at a big discount who don't care that it's about to go bad.

[A]

It's like how every bagel shop sells yesterday's bagels for like, half price or even less. Too Good to Go sells oldish food for cheap. They've scaled yesterday's bagels idea.

[B]

The business model is the thrift store for fine dining because one man's trash is another man's truffle.

[A]

The startup's based in Denmark, and it was said to be raising $300 million in venture capital this summer at a $1 billion valuation.

[B]

That's right. The next unicorn startup out there is scaling the old bagel concept.

[A]

Now, in business school terms, Too Good to Go is a marketplace, classic platform.

[B]

Perfect player, Jack.

[A]

Yeah, it matches supply with demand, but it's a pretty niche. Supply and demand.

[B]

Yeah, it's kind of almost more like a fixer than a platform, if you know what I mean, Jack. Like, it's not doing this for everybody, like Uber Lyft or Doordash. This is specifically for one type of person and one type of grocery store need.

[A]

Well, the mission is to dramatically reduce food waste. So on one side is the grocery stores and the restaurants who have food that's close to expiration.

[B]

And on the other hand is the hungry people looking for an eco friendly good deal who don't care about that expiration.

[A]

In the middle is Too Good to Go, which. Which makes a nice cut for bringing the two sides together on the app.

[B]

So basically, this is a rare situation, besties, where we're seeing a win, win, win, win out of a platform quadro win.

[A]

The grocery store makes some extra money, the customer saves some extra money. Too Good to Go takes a little bit of money in the middle, and society saves the whale.

[B]

It's like a grand slam of platforms. But Jack and I also got to point out this other part of the business model that may be an issue.

[A]

If you're a venture capitalist, you might wonder how big the market is for, you know, almost expired food.

[B]

Right? Like, don't the majority of people want fresh food?

[A]

Most of the time, Grocery stores tend to advertise how fresh they are. Fresh direct is like. Fresh isn't the name.

[B]

But here's the key. Too Good to Go spun the not fresh issue into a fun opportunity with our takeaway. So, Jack, what's the takeaway for our buddies over at Too Good to Go?

[A]

Too Good to Go depends on on the Labubu business model.

[B]

Yetis the reason Too Good to Go has really taken off. It's not just the discounts on those brown bananas, it's the positioning. Right?

[A]

They're surprise grocery bags.

[B]

You see, if you're adventurous and you're down to eat anything for dinner tonight, then Too Good to Go becomes a Perfect solution.

[A]

For a low price, you could get burritos. It could be a kale salad, or could be a pot roast. You don't know what you're gonna get.

[B]

They've turned a potential liability, not the freshest food, into an asset of being fun. You gotta eat it tonight.

[A]

It replaces what to eat tonight decision paralysis with what's in the grocery bag excitement.

[B]

Which, honestly, is the same exact appeal we've seen with the Labubu doll mystery boxes.

[A]

The growth hack here is turning not fresh anymore pasta into the dinner you didn't expect.

[B]

As a yeti once told us, too Good to Go is the Labubu of leftovers. Jack, could you whip up the takeaways for us to kick off the week?

[A]

The NFL has long wanted to expand with two teams in Europe, but travel time has made it impossible.

[B]

But if Boom Supersonic succeeds, then we'll get the London Fog versus the Berlin Blitz in an upcoming Thanksgiving football game.

[A]

For our second story, the Gap just announced the best growth for the brand in eight years, thanks to Cat's Eyes music video.

[B]

Because the Gap is acting less like a fashion label and more like a music label. You hear that, Dre?

[A]

And our third and final story, Too Good to Go has turned nearly brown bananas into a $1 billion business.

[B]

They've turned not fresh into fun with the Labubu mystery box concept.

[A]

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

[B]

First, stocks dropped 2% last week. It looked like the Red Sea in your portfolio. Same with us, despite Nvidia's blockbuster earnings.

[A]

And Bitcoin was nearly at $80,000 as of this recording.

[B]

But stocks did rise a bit on Friday on word from the president of the New York Fed.

[A]

He implied that an interest rate cut was coming this December, which makes markets very happy.

[B]

Wall Street's Christmas gift.

[A]

And second, waymo announced their 20th city that they're going to expand to 22 dozen. I know. I think they're only in, like, five right now, but they've announced the next 15.

[B]

Minneapolis, Tampa, New Orleans. You are all getting awaymo. It feels like Oprah.

[A]

You're getting a Waymo. You're getting Waymo.

[B]

Plus, San Francisco now has three different Robotaxi brands as of this week. It ain't just Waymo there.

[A]

Tesla's Robotaxi opened up to everyone. And Amazon's Zoox recently launched, too.

[B]

And finally, remember a couple of weeks ago, Jack and I told you about the final, final penny? Well, we got an update for you. On the literal final penny, it was.

[A]

Minted in Philadelphia and now it's going to be sold in California at an auction. It's expected to sell for $5 million. Remember, this is a penny.

[B]

It's got a little omega sign on the coin, which is. Jack, My Greek's a little, you know, Greek rusty, but I believe that means last one in the old language.

[A]

Yeah, or something like that.

[B]

Yeah. Tough day for Abe Lincoln out there, but he still got the five dollar.

[A]

Bill and the Lincoln Memorial and Lincoln Square and Linkin Park.

[B]

Now time for the best fact yet. This one sent in by legendary yetis Imran and Axel.

[A]

We promised before our Lyft interview that we would ask the CEO why the brand is pink.

[B]

Okay, but full disclosure, Jack and I forgot to ask the Lyft CEO why the brand is slammin salmon pink. We were having so much fun in the interview.

[A]

We followed up and they said it goes back to the founding in 2012. They wanted a color that would be warm and human.

[B]

Okay. But here was the strategic decision. They also wanted a color that would be the opposite of every other tech company out there.

[A]

Every tech and car company was black or blue. So they went to stand out with.

[B]

The color pink on a mustache. Yetis. You look fantastic out there, Jack. You're looking fantastic. I feel fantastic right now. And we know this guy, the little Yeti dude I'm holding in my hands right now.

[A]

I got a link in the episode description. They will sell out. I'm confident they will. But get them now.

[B]

And you went full Billy Mays on us, Jack. You just sounded like a QVC double.

[A]

Down I went Joe Namath guaranteeing the.

[B]

Victory on this one. Besties, grab your T boy Yeti economic support dolls while you can. These are the Labubu dupes. We don't know how long they'll last. There's a trade war out there.

[A]

But happy Thanksgiving week. It's a great week, isn't it?

[B]

Oh, yeah. We're gonna have a wonderful pot for you tomorrow. In the meantime, celebrate the wins. And before we go, a shout out to Lenny, legendary yeti Tony Ho, who I ran into on the subway on the way to record this podcast. Jack, he just moved to New York from Austin. You're gonna have a fantastic time. Enjoy the city, Tony.

[A]

And congratulations to Trevor and Amber, soon to be Frederick from Knoxville, Tennessee, who just got engaged.

[B]

Let's see the ring Pigs and Diego and Toy in Caracas, Venezuela, also just got engaged. Guys, we got to see these ring picks. Can't wait. So pumped for you.

[A]

Happy belated 11th birthday to the big Logan Williams in Concord, North Carolina, just outside Charlotte.

[B]

And Emily Tiernan Malloy, the Princeton Tiger, is celebrating the best birthday yet with a brownie bear.

[A]

Happy birthday to Mimi Wong in Paris, France, who's loving this podcast as an ex financist now working in tech.

[B]

And Floriback over in Queens is celebrating her first birthday as a mom. Congratulations on the double win, Flora.

[A]

And a big shout out to Olivia Ryder in Conifer, Colorado, waiting patiently for her new rabbit peanut set to arrive.

[B]

And Austin Pinson's got a belated birthday down in Hotlanta, Georgia. Congratulations, Austin.

[A]

And finally, a big shout out to Alexis Crawford, who paid off her student loans. What a legend.

[B]

We already pressed it once. But Jack, for this, an exception was warranted.

[A]

This is Jack. We both own ETFs of the S&P 500. And we both own some bitcoin.

[B]

Bitcoin named Ben.

[A]

Yeah, I don't really know how to react to your critique about football.

[B]

I mean, it's just so funny that they're like, we're so tough. We just need more vacation time than anybody.

[A]

It's not vacation time.

[B]

Oh, I'm sorry. How many off weeks did they get in other leagues? The concept doesn't exist. The bye week.

[A]

Oh, the bye week.

[B]

So they get two weeks of vacation in the middle of the season all they want. Also, they're always wearing those big coats.

[A]

Like they're playing in the snow.

[B]

Aerial sport. They have to yell. You guys. Get like a microphone. You don't need to hurt your voice. It's a league of comforts.

[A]

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.

[B]

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

[A]

Little bit about yourself by filling out a short survey at wondery. Com Survey.

[B]

We want to get to know you.