🔮 “New Richest Human” — Oracle’s 40% surge. Ralph Lauren’s AI nepobaby. “Got Milk?” 30th b’day. +Pokemon Card investors.

Summary

Podcast Summary: The Best One Yet

Episode Title: 🔮 “New Richest Human” — Oracle’s 40% surge. Ralph Lauren’s AI nepobaby. “Got Milk?” 30th b’day. +Pokemon Card investors.
Hosts: Jack Crivici-Kramer & Nick Martell
Release Date: September 11, 2025

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Overview

This episode brings energetic, witty business news coverage to three hot stories: Oracle’s astounding surge and Larry Ellison’s ascension as richest person, the surprising tech innovation at Ralph Lauren led by a next-generation “nepopreneur,” and the 30th anniversary of the “Got Milk?” campaign as cow’s milk stages a comeback. The hosts also cover bonus bits on Pokemon cards as a high-performing asset, Klarna’s public debut, Amazon-backed Zoox, and new emojis.

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Key Discussion Points & Insights

1. Pokemon Cards: The Best Performing Asset of the Past 20 Years

[00:35–02:53]

• Surprising Stat: Pokemon trading cards, kept in mint condition, delivered a 3,821% return since 2004—about 8x better than the S&P 500.
• Quote:

  "If you bought Facebook stock on its IPO day, you would have been better off buying Bulbasaur." —Jack [02:01]

• Comparison: Mint Pikachu card sold for $5.3 million; outperforming not just stocks, but traditional collectibles like baseball cards.
• Insight: Investors are putting real money into fictional characters—because “Charizard isn’t getting injured anytime soon.” [02:42]
• Regret:

  "Our biggest regret? It's that we snorlaxed on this opportunity 20 years ago." —Jack [02:46]

• Investment Advice: “Gotta catch 'em all” isn’t just a catchphrase—“that’s actually an investment thesis (not financial advice, just financial regrets).” —Jack & Nick [02:53, 02:59]

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2. Oracle’s 40% Surge and the New Richest Person

[05:17–09:28]

• Earnings Shock: Oracle’s stock soared 40% after announcing $300B in contracts over the next five years — six times their previous annual record.
• Main Customers: OpenAI (confirmed), likely Meta and Xai—renting Oracle servers for AI workloads.
• Analogy:

  "In the AI gold rush, you wanna sell shovels—and Oracle just sold $300 billion worth of shovels." —Jack [06:47]

• Financial Caveat:

  "$300 billion isn't cash in the bank yet. It's just contracts over the next five years." —Jack [07:17]

• Unprecedented Forecast: Oracle offered financial projections five years out—rare even in less volatile markets.
• Stock Result: Best day for Oracle in 33 years—nearly 40% gain, company now valued close to $1 trillion.
• Personality & Wealth:
  • Larry Ellison surpasses Elon Musk as the world’s richest person:

    "Larry Ellison just passed Elon Musk to become the world's richest man... the servers are boring, but the equity is exciting." —Jack & Nick [08:10, 09:28]

  • Ellison's eccentric wealth—owns a Hawaiian island, lavish family spending on college football recruiting and buying Paramount.
  • Still owns 41% of Oracle, valued at $400 billion.
• Leadership: He hired Safra Katz as CEO in 2014; stock nearly 10x’d since.

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3. Ralph Lauren: AI Innovation and the “NepoPreneur” Advantage

[09:47–14:26]

• Fashion Exception: Ralph Lauren’s revenue up 14%, stock up 30%—bucking a tough fashion market globally.
• AI Move: New 'Ask Ralph' AI stylist chat feature in the Ralph Lauren app, powered by OpenAI and Microsoft, using input from Ralph Lauren himself.

  "You can just ask Ralph... what pairs well with my double breasted polo blazer?" —Jack [11:22]

• Tech Adoption History:
  • QR-labeled clothes (early 2000s).
  • Holographic runway shows (2010).
  • Smart polo shirts with biosensors (2015).
  • Early e-comm site: Polo.com in Y2K.
• Behind the Vision:
  • David Lauren (Ralph’s son) drove these innovations—exemplifying the “nepopreneur” phenomenon.

  "Nepopreneurs... know almost in their bones what is best for the brand." —Nick [13:35] "In our other show... Hermes, Harley Davidson, L.L. Bean... all these companies had midlife crises but got saved by nepopreneurs." —Nick [13:53]

  • Argument: Growing up in the business can offer unique insight and drive, even amid “nepo baby” criticism.
• Conclusion:

  "Everyone rips on Nepo babies, but Ralph Lauren shows they can actually bring someone no one else can to the table... that their dad paid for." —Jack [14:14]

---

4. Got Milk? Turns 30—And Milk Makes a Comeback

[16:21–20:39]

• Cultural Flashback: 1995—Got Milk campaign debuts to address declining milk sales; launched strategic “milk mustache” ads with celebrities.

  "It was only the upper lip of a celebrity. From Michael Jordan to Britney Spears to Kermit the Frog." —Jack [17:32]

• Impact:
  • 90% campaign brand recognition; boosted dairy sales nationwide.
  • The campaign out-marketed Coca-Cola at its own game.
• Current Comeback:
  • Got Milk is relaunching as plant-based alternatives stall (Oatly stock down 97% in 2025).
  • Dairy milk sales stabilized/growing; plant-based milk sales down 6% this year.
  • Drivers: inflation (plant milks cost up), renewed skepticism of ultra-processed foods, and high-protein trends.

    "Everyone is pumping or sprinkling protein into their diet... and where does that whey protein come from? Cows." —Jack [19:17, 19:23]

• The Meme Origin:
  • "Got Milk" is credited as the first meme marketing success.

    "It was repeatable, relatable, and in a shareable format. Anyone can wear a milk mustache—the creativity is in the who and what pose." —Jack [20:21]

  • Simplicity, adaptability, and emotional resonance made it an advertising legend—even as its creators doubted the idea at first.

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Notable Quotes & Memorable Moments

• On Oracle's Success:

  "Oracle literally just answered the question, where do you see yourself in five years? Even though nobody asked them." —Jack [07:47]

• On Ralph Lauren's Tech Adoption:

  "Polo shirts are more important than geopolitics." —Jack [10:54] "Nothing transcends tariffs like a pleated khaki." —Nick [10:57]

• On Milk’s Renaissance:

  "The disruptor (plant-based milk) is getting disrupted [by milk]." —Nick [18:54]

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Timestamps for Key Segments

• Pokemon Card Surge & Context: [00:35–02:53]
• Oracle Earnings & Larry Ellison: [05:17–09:28]
• Ralph Lauren’s AI+Nepopreneur Angle: [09:47–14:26]
• Got Milk? 30th Anniversary & Meme Marketing: [16:21–20:39]
• Rapid-Fire News: Klarna, Zoox, Emoji: [21:39–22:52]
• Special 9/11 Remembrance & Lower Manhattan Update: [23:04–24:22]

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Additional Headlines & Segments

• Klarna IPO: Swedish BNPL company debuted to a 30% stock pop, but overall valuation still well below pandemic highs. [21:39]
• Zoox Robo Taxis: Amazon-owned robo ride service launches in Las Vegas—with cars looking like “giant toasters.” [22:09]
• New Emojis Announced: Including Bigfoot, orca, trombone, open/closed treasure chest. [22:39]
• 9/11 Reflection: Lower Manhattan’s population more than doubled since 2001—a sign of resilience and urban renewal. [23:12–24:22]

---

Takeaways

1. Oracle’s AI Momentum: Oracle’s big AI server contracts (mostly with OpenAI, Meta, Xai) propel its founder to world’s richest, though future financial projections in volatile industries warrant caution.
2. Ralph Lauren’s Secret Sauce: Their consistent tech-forward moves are thanks to founder’s son David Lauren, making a case for “nepopreneurs” as innovation drivers and brand stewards.
3. Got Milk’s Legacy: As plant-based milks falter, cow milk returns to the spotlight. The Got Milk campaign endures because it invented “shareable, memeable marketing” before memes were a thing.

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Final Words

The hosts maintain their signature mix of fun pop-culture banter and sharp business analysis, making the episode both insightful and entertaining. For listeners who missed it, the episode offers a whirlwind tour of today’s unlikely market leaders and long-forgotten trends that are suddenly hot again.

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Transcript

[A]

This is Nick, this is Jack.

[B]

It's Thursday, the new Friday, September 11th, 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.

[B]

Yetis. We know that it is a heavy moment right now in the headlines.

[A]

It was already a sad day as it is every September 11th.

[B]

Now it's also a tense day after the murder of political influencer and podcast host Charlie Kerr.

[A]

It's a lot and it's heavy.

[B]

It is.

[A]

But Nick and I prepared three fantastic pop business news stories for today's and we're excited to hit them with you.

[B]

So, Jack, what do we got for our first story?

[A]

For our first story, the biggest surprise on Wall street yesterday was Oracle. The stock surged 40% the moment the market opened.

[B]

And that 40% surge means we have got a brand new richest human on earth.

[A]

For our second story, can we talk.

[B]

About Ralph Lauren, please?

[A]

The inventor of the polo shirt is at an all time high thanks to its new AI wardrobe.

[B]

Honestly, Jack and I aren't shocked because Ralph Lauren is actually one of the most innovative brands in history.

[A]

And our third and final story. Got Milk? It's arguably the most successful ad campaign of all time.

[B]

And 30 years after the first Got Milk milk mustache, we are having another real milk moment.

[A]

Wait, did you call it a mustache?

[B]

Ah, the emphasis was on the wrong salal bowl, Jack.

[A]

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

[B]

Fantastic mix of stories. Love the mix today, Jack.

[A]

Stocks are surging at ATHS all time highs.

[B]

Crypto is crushing it right now. Also at an all time high Gold too.

[A]

But the best performing asset on earth right now is fictional.

[B]

Because the best performing asset is Pokemon trading cards.

[A]

Get this. Since 2004, Pokemon cards, if kept in mint condition, have seen a return of 3,821%.

[B]

That means PokeCards are up nearly 40x right now.

[A]

That's eight times better than the S&P 500 over the same period.

[B]

I mean, Jack, if you bought Facebook stock on its IPO day, you would have been better off buying Bulbasaur.

[A]

It's True. By like 2x actually. How's your portfolio, Greg?

[B]

Well, I'm long Pikachu, so yeah, it's strong to quite strong.

[A]

One mint condition Pikachu was actually bought for $5.3 million.

[B]

Holy Charizard. So according to Wall Street Journal reporting, people are putting their real money into fictional characters.

[A]

The WSJ interviewed a Pokemon collector in Arkansas who is buying up cards to eventually pay for his five kids to go to college.

[B]

What about baseball cards? Yeah, those are up too.

[A]

But Pokemon characters have less risk than baseball cards. True, because Charizard isn't getting injured anytime soon.

[B]

And Squirtle won't get a dui ruin the whole card's value.

[A]

Our biggest regret. It's that we snorlaxed on this opportunity 20 years ago.

[B]

Jack, you gotta catch em all.

[A]

That's not a catchphrase though. That's actually an investment thesis, to be clear. Not financial advice.

[B]

Just financial regrets. Jack, let's hit our three stories. Fifteen years before this song, two boys from the northeast met in the dorm. They had an idea to cause a cultural storm. It's the best one yet. But the best is the norm. Jack. Nick, that's it. I don't even think they need to practice. 50%. That's a fat tip. T boy city on your at Liz. If you know, you know. Cause we read to go we can't wait no more so just start the.

[A]

Show.

[B]

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

[A]

Airbnb Yetis.

[B]

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

[A]

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

[B]

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

[A]

And that have 00% chance of getting you fired. Like being a host on Airbnb.

[B]

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

[A]

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

[B]

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

[A]

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

[B]

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

[A]

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

[B]

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

[A]

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

[B]

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

[A]

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

[B]

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

[A]

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

[B]

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

[A]

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

[B]

For our first story, wild surprise on Wall street yesterday, Oracle stock jumped 40% after the most bullish earnings report we have ever heard.

[A]

That means Larry Ellison, someone you've probably never heard of, has become the world's richest person yetis.

[B]

Here's the question everyone on Wall street was asking yesterday. Is Oracle the new Nvidia?

[A]

Based on their latest earnings? Apparently, yeah.

[B]

Because on Tuesday, the software brand Oracle said In the last three months they signed deals worth $300 billion.

[A]

I'm gonna sprinkle on some context.

[B]

You're gonna have to, Jack.

[A]

300 billion DOL. That is six times more revenue than they've ever done in a full year.

[B]

Oracle booked more money in the last three months than Uber has made in its entire life as a business.

[A]

Here's a quote from the CEO. Yesterday we signed four multi billion dollar contracts with three different customers in the first quarter.

[B]

Okay, that is so much money, Jack. And I just have to ask, who are these three companies? Exactly.

[A]

Who drops $100 billion on an order? Is it Richie Rich, Taylor Swift, and the Monopoly Man?

[B]

Well, we did find out customer is OpenAI.

[A]

And the other two are probably meta and Xai. They're renting Oracle servers to compute the AI needed to answer all those queries you're typing into those chatbots.

[B]

Because as we told you before, Yetis, in the AI gold rush, you wanna sell shovels.

[A]

And Oracle just sold $300 billion worth of shovels.

[B]

Yeah, I love that shovel analogy. You got another one though, Jack? I do.

[A]

It's a game of musical chairs in tech range.

[B]

Ooh.

[A]

But instead of chairs, AI companies are fighting for the scarce servers. And Oracle's got a bunch of them I like.

[B]

What now? Besties. As a couple of retired ex finance guys. Can I say retired? I am tired, but I'm not retired, Jack. And I also want to share one huge financial caveat here.

[A]

That $300 billion isn't cash in the bank yet. It's just contracts with Oracle to get paid over the next five years.

[B]

So pause the pod for a second, Jack. Is it common for companies to boast about money that they won't actually be paid for five years.

[A]

No, especially in industries like AI, which are so volatile and unpredictable.

[B]

Just look at Nvidia, the leader in AI. They don't even do financial forecasts beyond one quarter from now.

[A]

And yet Oracle just did a financial forecast 20/4 out five years. Oracle literally just answered the question, where do you see yourself in five years? Even though nobody asked them.

[B]

A bold promise indeed. But investors ate it all up.

[A]

The stock jumped up to 40% yesterday, which is the best day for oracle stock in 33 years.

[B]

They licked it all up. So, Jack, what's the takeaway for our buddies over at Oracle?

[A]

Larry Ellison just passed Elon Musk to become the world's richest man.

[B]

Now, yetis, if you have heard of Larry Ellison, it's probably related to his colorful personality, his tabloid headlines, or his goatee.

[A]

Okay, this is our take. But his facial hair is the same as Iron Man. And he's also got a black turtleneck, Steve Jobs style.

[B]

Okay, Larry Ellison is so rich, he owns an entire Hawaiian island with a Four Seasons hotel on that island that pays him rent. I've been. It's awkward.

[A]

Last year, Larry Ellison's wife used his money to pay a high school quarterback to play on the University of Michigan to boost the recruiting class.

[B]

Okay, and then Larry Ellison's son took more of his dad's money and bought an entire media company, Paramount.

[A]

But Larry Ellison is also a Silicon Valley legend, because not only did he found Oracle 48 years ago, he still owns 41% of the company.

[B]

That's wild. He still owns nearly half the company. He put his money on the line to build a boring server and enterprise business, but it is paying off massively in the AI age.

[A]

He also, crucially, hired Safra Katz to be the CEO in 2014. And the stock has nearly 10x'd since she came on board.

[B]

And with Wednesday's 40% stock surge, Oracle is now worth nearly a trillion dollars.

[A]

And Larry's 41% stake is worth $400 billion.

[B]

Which means Larry Ellison just passed Elon Musk to become the world's richest man. The servers are boring, but the equity is exciting. For our second story, the hottest fashion brand in the world right now, it's shockingly Ralph Lauren.

[A]

They don't have Sydney Sweeney or Travis Kelce.

[B]

True, true, true.

[A]

But Ralph Lauren has David Lauren. Yes, A tech early adopter.

[B]

Yetis. Oh, I'm sorry. Pause the. Are you gonna wear orange? I didn't know you were wearing orange. Jack, you know it's New York Fashion Week. Is that what you're really gonna wear today?

[A]

Orange is the new iPhone color. I figured it was on trend.

[B]

It is New York Fashion Week. So don't be surprised if you see Miranda priestley strutting around Soho. But then gird your loins.

[A]

Because 2025 has been an ugly year for fashion because of the trade war.

[B]

LVMH, their stock's down 10%. Abercrombie, they're down 30%. The Gap, they're flat.

[A]

But there's one exception. And it's wearing a pink cable knit popped collar.

[B]

Lovely.

[A]

It's Ralph Lauren.

[B]

Ralph Lauren. Because Ralph just announced revenue rose 14% last quarter, the stock is up 30%.

[A]

This year to an all time high. Now, you'd think that Ralph Lauren and its iconic Americana style would be the target for anti USA sentiment from trade.

[B]

War opponents, but you'd be wrong. Because sales in Europe and China surged for Ralph Lauren as well.

[A]

Apparently, polo shirts are more important than geopolitics.

[B]

Jack, I believe we've said before that nothing transcends tariffs like a pleated khaki.

[A]

We have not. But we just did.

[B]

I knew something was off that now we have. Now we have. But besties. The story here that fascinated us actually goes deeper than a cashmere cardigan, because.

[A]

Ralph Lauren is the ultimate early tech adopter in the fashion industry.

[B]

That's right. This week, Ralph launched Ask Ralph, a conversational AI stylist in the Ralph Lauren app.

[A]

So instead of whipping out your phone to Google what pairs well with my double breasted polo blazer, you can just ask Ralph.

[B]

They actually used Ralph Lauren's real Ralph Real input for this AI bot too, didn't they, Jack?

[A]

Yeah, because Ralph Lauren isn't Tommy Bahama. It's actually a real person.

[B]

Yeah, and this Ralph bot will now say it's okay to wear white after Labor Day, just like the real Ralph Lauren would.

[A]

Although Ralph did partner with Microsoft and OpenAI to build Ask Ralph.

[B]

However, Yetis as Jack and I dove in T boy style, we discovered Ralph Lauren actually has a long history of embracing new technology. Really?

[A]

Early Ralph was the first major American fashion brand to attach QR codes to labels that we never ended up using.

[B]

In 2010, Ralph Lauren hosted a holographic Runway show straight out of Star Wars.

[A]

In 2015, they invented a $300 smart polo shirt with sensors to track your body's biometrics.

[B]

Oh, and in 2019, they created an augmented reality lens on Snapchat. Eat your heart out. Everlane but before all that, in the.

[A]

Year Y2K, Ralph Lauren was one of the first luxury fashion brands daring to sell their product online.

[B]

Polo.com one of the very first e commerce websites. They actually almost shut it down because they didn't get orders over $50. Like everyone was afraid to give up their credit card info.

[A]

Well, no one had ever done it online.

[B]

Yeah, it was freaky. So besties, add it all up and Ralph Lauren is the surprise early tech adopter of the fashion industry. And it's all thanks to one man.

[A]

And that one man is not Ralph Lauren. No, it's another Lauren.

[B]

Jack, what's the takeaway? Real person for our buddies over at Ralph Lauren?

[A]

Ralph Lauren is a defense of nepopreneurs.

[B]

Yetis, guess who was behind all those innovative risks over the last 25 years? It was Ralph Lauren's son, David Lauren.

[A]

From the website to the QR codes to the current AI chatbot, David Lauren pushed Ralph Lauren forward.

[B]

And it got Jack and I thinking. You know, Nepo babies get a tough rap and nepopreneurs do too. They're the founder's kids who grew up with the business and got a cush job right, just handed to them.

[A]

But growing up inside the company can be a real advantage, actually, because these.

[B]

Nepopreneurs, they know almost in their bones what is best for the brand.

[A]

And if the brand runs in your blood, you also have an emotional desire to see it succeed that non family members don't.

[B]

Also, if expectations are higher, maybe you find a niche that you can focus on that's different from your parent or your siblings. And you excel at it.

[A]

Yetis, in our other show, the best idea yet. Hermes, Harley Davidson, L.L. bean, Jacuzzi. All these companies had midlife crises but got saved by nepopreneurs, the children or the grandchildren of the founders.

[B]

And now Ralph Lauren does too. The stock is at an all time high thanks to the sun, who drove the company into the 21st century.

[A]

Everyone rips on Nepo babies, but Ralph Lauren shows they can actually bring someone no one else can to the table. To the table that their dad paid for.

[B]

Now a quick word from our sponsor.

[A]

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[B]

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[A]

Remember, we initially bummed WI fi off of hotel lobbies.

[B]

Classic move.

[A]

And then the concierge kicked us out. So coffee shop free Wi fi became our godsend.

[B]

Another latte shout out to all the.

[A]

Small business cafe owners. Your WI fi is the real hero.

[B]

Oh, what's the cod to the bathroom again? Honestly, if we could do it all over, we would probably invest in our own less bootleggy Internet.

[A]

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Which is the main thing you want in a provider. Less time stressing, more time for you to work on your business.

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And yetis, there's never enough time.

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So start a business, live your dream and wake up to the power of ATT business. Business.att.com for our third and final story, the most iconic ad campaign in history just turned 30 years old. Got Milk.

[A]

And now the Got Milk Milk mustache is coming back for Gen Z. And once again, milk is hot.

[B]

But Jack, in order for us to tell this story, let's go back to 1995. Could you please set the scene for us?

[A]

Ebay had just been founded in Silicon Valley, friends had just debuted on cable tv and we were all singing Gangster's paradise by Coolio.

[B]

And also every word was getting an E in front of it. Cause that was the thing to do.

[A]

Yeah, email e commerce, eBay.

[B]

We could go on. But we won't. Because that same year, Big Dairy paired together the two biggest words in ad history.

[A]

Got milk.

[B]

Got milk.

[A]

It's a question. I think it is because at the.

[B]

Time milk sales in the 90s, they were actually slowing down.

[A]

So the California farmers got together and didn't promote any one milk brand. They promoted the whole milk category.

[B]

With Got Milk, the very first Got Milk ads, they were focused on fomo. The concept was life in the Absence of milk is not a life you want to live.

[A]

They showed Cookie Monster in despair as he had no milk to dip his cookies. Existential crisis.

[B]

This is now.

[A]

Eventually, Got Milk expanded nationwide and they launched the milk mustache.

[B]

And those ads were strategic because they barely showed the product. It was only the upper lip of a celebrity. From Michael Jor to Britney Spears to.

[A]

Kermit the Frog, every celebrity you made it. When you got a Got Milk ad.

[B]

You couldn't open a magazine in the 90s without seeing the Fresh Prince of Bel Air with the milk mustache.

[A]

Sad fact. Wasn't real milk. I think it was like Elmer's glue.

[B]

They put up there. Don't ruin my dreams, Jack. But besties, all of this campaign was funded by dues paid by the dairy farmers nationwide. And that Got Milk campaign, it was a demonstrable hit.

[A]

90% brand recognition across the United States. It boosted dairy sales from butter to cottage cheese to whole milk to 2%.

[B]

This is huge because the milk industry had outsmarted Coca Cola at the marketing game.

[A]

But here's the news. After 30 years, the got Milk campaign is coming back with whole milk mojo.

[B]

Yeah, because in a surprise twist of innovative fate, plant based milk is now losing to real milk.

[A]

I never thought I'd see this, but Nick ordered a latte with whole milk, not oat milk.

[B]

Yeah, it was a double dig decaf.

[A]

But I went with the whole dairy. Milk sales have stopped their decades long decline, while plant based milks are actually declining now.

[B]

They were down 6% this year. Oatly, which invented oat milk, their stock's down 97% in 2025.

[A]

They're getting disrupted by milk, which used to be the disruptee.

[B]

The disruptor is getting disrupted.

[A]

And there's three reasons for what we're calling the moo milk comeback. First, it's inflation.

[B]

Oat, soy, almond milk, all of that is an upcharge. Even that almond pit milk we told you about last year.

[A]

Second is mah. There's new consumer skepticism of processed foods, but there's trust in cows.

[B]

And finally, it's the protein maxing moment, isn't it, Jack?

[A]

Everyone is pumping or sprinkling protein into their diet.

[B]

And where does that whey protein come from exactly?

[A]

Whey with an H comes from cows.

[B]

It does. And you're doubling up on fair life milk these days.

[A]

So inflation, Maha and protein maxing. That's why regular old cow milk is making a comeback.

[B]

And that's why 30 years later, milk has found its mojo and is growing back its mustache. Mustache. Mustache so, Jack, what's the takeaway for our buddies over in advertising?

[A]

Got Milk invented the meme Yeties.

[B]

This is wild. But the ad agency Goodbye and Silverstein that came up with the Got Milk idea, they actually hated it.

[A]

The ad people at that firm told the New York Times, first of all, it wasn't grammatically correct, and second of all, it was a lazy concept.

[B]

Yeah, they called their own idea lazy. And you know what? For logical reasons, this Got Milk ad, it should not work. And yet it did.

[A]

And the reason we think it was the original template of a meme. It was repeatable, relatable, and in a shareable format.

[B]

Anyone can wear a milk mustache. The creativity is in the who and what pose.

[A]

Derek Jeter did it while throwing out a guy at first base.

[B]

Ultimately, good ads stir up a feeling. And for Gotmilk, it was the joy of discovering which polished adults will end.

[A]

Up acting like a kid by wearing a milk mustache.

[B]

Simplicity of Gotmilk was its success. It's a format, not a message. And that's why it was the first meme marketing. Jack, could you whip up the takeaways for us for the new Friday, Oracle.

[A]

Is the breakout new star in AI getting $300 billion in orders from OpenAI, Meta and Xai.

[B]

And now founder Larry Ellison made 100 billion bucks in one day to pass Elon as the world's richest man.

[A]

For our second Ralph Lauren stock hit an all time high. The same day they launched a style chatbot, Ask Ralph.

[B]

But it's all thanks to Ralph's son, because sometimes nepo babies bring something to the company others can't.

[A]

Although their dad's gonna kill them if they scratch the company.

[B]

Mom, he took my IP.

[A]

And our third and final story is Gotmilk. It's making a 30 year anniversary comeback. And so is Milk.

[B]

The reason for Gotmilk's success. Gotmilk was the first meme market.

[A]

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

[B]

First, Klarna, the Buy now, pay later darling, went public on Wednesday and The stock jumped 30% on its first day of trading.

[A]

We've covered Klarna a few times, most recently with their Buy Burrito now, but pay for burrito later promotion.

[B]

Klarna's revenue has doubled to 3 billion bucks since the pandemic, but its valuation has fallen by 2/3, down to around 15 billion bucks.

[A]

Fun fact. The Swedish co founders of Klarna got the idea for Buy Now Pay later while flipping burgers at Burger King, True story.

[B]

And second, forget Waymo for a moment. Zoox is the wild new self driving robo taxi that you gotta know.

[A]

Zoox is owned by Amazon and they just launched ride hail service in Las Vegas on the Strip. You can book now.

[B]

Now, the reason this is so wild, Zoox designed their own car and it looks like a giant toaster.

[A]

Partly because there's no front or back. Both sides are the same, it's symmetrical.

[B]

And there's no steering wheel and no petals.

[A]

And finally, the new batch of emoji have been confirmed.

[B]

That's right. Next year we are getting Bigfoot, an orca whale, a trombone and a treasure chest.

[A]

Open treasure chest or closed treasure chest? And if you type in killer whale, will the orca show up? Or do you have to type in orca?

[B]

The answer to all that is none of the above, Jack. But you can finally text me that you are seeing Bigfoot playing a trombone inside of a treasure chest.

[A]

I noticed you dodged the orca question at the end there. It's all good.

[B]

Now, Yetis, time for the best fact yet, which Jack and I like we do every year. Wanted to share something we whipped up for you because it's September 11th.

[A]

Not all our listeners may remember or were around for what happened on September 11, 2001.

[B]

Jack and I do, and we were around and we've shared it with you before on this pod.

[A]

We were in eighth grade. Nick was in New York City, I was in Vermont. We remember when the teachers came into the classroom to explain what had happened.

[B]

And remember seeing the smoke. You could, you could see it from our school. Now it's the 24th anniversary of the attack. So we wanted to highlight a particular sign of resilience that we were excited about.

[A]

After the two towers fell, downtown Manhattan was a disaster zone. And the discussions at the time, Will New York City ever recover from this?

[B]

More specifically, will anyone ever go downtown to the financial district of Manhattan ever again?

[A]

Well, guess what? Since the attacks in 2001, the population of Lower Manhattan has more than doubled.

[B]

Get this. From 32,000 full time residents to over 60,000 full time residents.

[A]

In fact, the Fi di isn't really a financial district anymore. It's a 24. 7 living and working neighborhood.

[B]

It's a win to celebrate. 24 years ago, most thought no one would ever return to those blocks. But today, it's a thriving family area.

[A]

And every year on this day, we remember the heroes of September 11th.

[B]

Yetis, you look fantastic today. And if you're sitting on a Charizard rookie card. Right now we know exactly what you should go check out.

[A]

We did a whole episode on Pokemon. We did 45 minutes long. Yeah, they used to stand for Pocket Monster. That's why they call it Pokemon.

[B]

And to get more of those gems, check out the best idea yet. Our weekly show for our deep dive on the Pokeman.

[A]

It was our most requested episode ever and we deleted totally.

[B]

So go check it out and Jack and I will see you right back here for the real Friday. And before we go, a happy birthday to Yeti Hannah Piazza, great name celebrating in Long Beach, New York.

[A]

Happy birthday to Gary Murphy in New York City.

[B]

And Trish Mahler over in Sussex, Wisconsin has got the best birthday yet.

[A]

Happy birthday to Rochelle Doka in Jersey City City, New Jersey.

[B]

And a congratulations to yeti Christina Kong, who's starting her senior year at Warden and Jack. She's been a legendary bestie for years.

[A]

And to anyone else who's celebrating something today, make it a T boy.

[B]

Celebrate the wins.

[A]

This is Jack. I own stock of Amazon and Nick and I both own ETFs of the S&P 500. If you like the best one yet, you can listen ad free right now by joining Wondery plus in the Wondery app or on Apple Podcast Prime.

[B]

Members can listen ad free on Amazon Music.

[A]

And before you go, tell us a little bit about yourself by filling out a short [e-mail] survey we want to.

[B]

Get to know you.

[A]

Think about the app you've been wanting to build, sell something you've created, run your community, manage your business or launch your next idea. Now imagine it's live before Today's over. Meet base 44. The fastest way to turn any idea into a fully functional app. No code, no waiting. Just describe what you want and watch it come together. Backend design and all in in minutes. A real product ready to share from idea to live app fast start building [e-mail].