📺 “Nobody Wants This… Product placement” — Netflix's ad drama. Earnings Season’s exception. Neo’s home robot. +DoorDash’s cuffing szn

Summary

Podcast Summary: The Best One Yet — November 3, 2025

Episode Theme:
Nick and Jack deliver three hot business stories shaping today’s pop-culture economy: a stellar earnings season—with a Gen Z caveat; Netflix’s product placement drama in its hit original shows; and the debut of Neo, the first humanoid home robot, with a healthy side of tech skepticism. Each story is delivered with their signature banter and accessible takes.

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1. The Best Earnings Season in 4 Years, Except If You’re in Your 20s

[05:40 - 09:49]

Key Points:

• Earnings Boom:
  • 60% of S&P 500 companies have reported Q3 earnings, with 70–80% beating analyst expectations.
  • Big Tech leads: Apple revenue up 8%, Amazon up 10%, Alphabet hits all-time high, Nvidia's market cap now $5 trillion (“Nvidia’s market value is bigger than Germany’s economy.” — Nick, 06:59).
• Not Just Tech:
  • Positive surprises from consumer and retail giants—Pizza Hut, Levi’s, Chewy, Adidas, Visa, MasterCard, Starbucks.
• BUT—The “Kids Are Not Alright”
  • Despite the earnings rally, Gen Z/young Millennial spending is severely down.
    • Chipotle: Fewer $12 burritos by 25–35-year-olds.
    • Shake Shack: Drop in under-30s “date night” crowd.
    • Crocs: Gen Z not splurging on new pairs (“Gen Z isn’t splurging on a third pair of clogs like they used to.” — Jack, 08:26).
• Labor Market Pain:
  • “According to the Federal Reserve, 9.2% of Americans aged 20 to 24 are unemployed. Two years ago, it was five and a half percent.” — Jack, 09:02
  • Wage growth for 25–29-year-olds at lowest rate since the Great Recession.
• Insight:
  • COVID disrupted the college and early career years, and AI is now stifling entry job opportunities. “This is the outlier of this earnings season. Awesome for everyone except the 25 year old.” — Nick, 09:35

Notable Quote:

“It’s an important demographic that’s getting passed over in this economy. The kids are not. All right.”
— Jack, 09:41

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2. “Nobody Wants This… Product Placement” — Netflix’s Ad Drama

[09:49 - 14:02]

Key Points:

• Netflix Show Controversy #1: ‘House of Dynamite’

  • Oscar-winner Kathryn Bigelow’s military thriller depicts a nuclear attack on the U.S.
  • Sparked a real memo from the Pentagon denouncing its realism.
  • Netflix: “Relax, it’s fiction.” (10:57)

• Netflix Show Controversy #2: ‘Nobody Wants This’

  • Offbeat L.A. dramedy starring Adam Brody, but with an overpowering cast of brands: Buick, Dunkin Donuts, Estee Lauder.
  • Product placements so overt, the NYT headlined: “Nobody wants this product placement.”
  • Dialogue was riddled with brand mentions:

    “Oh, I’m so hungry for a snack. Can you hand me my favorite snack? Those Flamin’ Hot Cheetos.” — Nick parodying, 12:02
    “Even Darlene from Dunkin was shocked these LA yuppies were eating Dunkin Donuts Boston cream style on the show.” — Nick, 12:20

  • Season 2 reviews down, but… “Nobody Wants This” is Netflix’s #1 show, and “A House of Dynamite” is its #1 movie.

• The Takeaway: Inshittification or Ingenious?

  • “Inshittification” defined as making a product worse in the quest for higher revenue.
  • Both hosts describe the heavy-handed product placement as “Truman Show”-level obviousness but note that in the current ‘attention economy,’ numbers and controversy are still successes.

    “This does make Netflix’s best show feel like an ad. And reviews of season two are down from season one.” — Nick, 13:27
    “Nobody Wants This is still the number one streamed show on Netflix…” — Jack, 13:34

Notable Quote:

“Is this inshittification or is this ingenious? Let us know what you think in the comments.”
— Jack, 13:57

---

3. Neo: The $20K Home Robot That Needs You More Than You Need It

[16:03 - 20:15]

Key Points:

• The Pitch:

  • Neo, 5’6”, 66 lbs, covered in cozy cashmere-like fabric (“looks like a high end mannequin wearing a Jenny Cain turtleneck” — Jack, 16:52), is billed as the first humanoid robot for the home.
  • Promises to fetch from the fridge, load the dishwasher, vacuum, fold laundry, etc.

• Reality Check:

  • The robot “struggled so hard to close the dishwasher door I wanted to jump into my screen and help it.” — Jack, 17:16
  • Most home robots to date (Roomba, etc) are simple. Neo and rivals (Tesla's Optimus) signal the next frontier: human-shaped home robots.
  • Hefty price tag: $20,000 to buy, or $500/mo (6-month minimum to lease).

• Critical Flaw: The Social Contract

  • Neo needs frequent “teleoperation”—remote human takeover when stuck:

    “It very often needs to be taken over by a human.” — Jack, 18:40
    “The founder admits it: Early adopters who buy Neo right now, they’re going to do the helping, not just be helped.” — Jack, 19:31

  • True “personal” AI is still a work-in-progress; owners will spend as much time helping the robot as vice versa.

Notable Quotes:

“At this early stage in the robotics revolution, there is one big ironic twist you gotta keep in mind: you’re going to help it as much as it helps you.”
— Jack, 20:11

“They’re learning.”
— Jack & Nick, 20:15

---

Mini-Story: DoorDash’s Cuffing Season Data

[01:36 - 02:56]

• Quirky insight: DoorDash reports a 30% spike in nighttime toothbrush orders starting every October (“Your date night became an unexpected overnight. So you need an emergency sleeve.” — Nick, 02:03).
• Most telling signal of getting serious? “When he DoorDashes a Sonicare to your front door, that's a keeper." — Nick, 02:40

---

Other Quick Business Updates

[21:05 - 22:38]

• OpenAI planning a $1T IPO (would be biggest ever), driven by need for cash.
• Obesity rates fall for 3rd straight year—GLP1 (Ozempic) use: 16% of Americans 40–64, 1 in 7 women.
• US Mint stops making pennies: Now retailers are struggling with making exact change, and pennies might actually be worth more than a cent in real-world trading.

---

Notable Moments & Quotes

• On Young Adults’ Economy:
  “Covid disrupted their college experience and their post college party years. And now artificial intelligence is threatening the beginning of their careers.” — Nick, 09:14

• On Product Placement:
  “It was like in the Truman Show. Remember the Truman Show had all those product placements and Jim Carrey’s like, what the hell is going on?” — Nick, 13:22

• On Robots Learning:
  “The $20,000 robot, it’s not going to fold your laundry right. It’s going to be like a botched job, basically. But practice makes perfect. It’s learning.” — Jack, 19:44

---

Engaging Trivia: Cuffing Season Consumer Signals

[22:45 - 23:18]

• After late-night toothbrushes, the second most-spiked DoorDash delivery item in November: sheets, pillowcases, and blankets. The hidden economy of “cuffing season.”

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Structure & Flow

The episode delivers the big three news stories in an engaging, banter-filled style that’s both informative and irreverent, with occasional pop culture references and data pop-quizzes. Timestamps clearly break up each main story, and notable quotes keep the episode lively and accessible.

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Useful For:
Anyone looking for a pop-biz download on the week’s headlines, with sharp takes on the real winners and (increasingly) nuanced losers in tech, media, and consumer culture—plus the occasional toothbrush delivery insight.

Transcript

[A]

This is Nick.

[B]

This is Jack.

[A]

Welcome back. It is Monday, November 3rd, 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]

Jack, the big Halloween winner, Jibbitz, apparently. Give the kids Jibbitz from Crocs this year. They want it more than candy.

[B]

Is that what they're doing in San Francisco for trick or treating?

[A]

Handfuls of them.

[B]

Let me tell you, that's an expensive treat. Yeah, Those are like $5 each.

[A]

Yeah, we had to close the trick or treat shop about two hours earlier than everyone expected.

[B]

Unless you got a Temu style jib, it's dupe. Then they're like 50 cents each.

[A]

If you know, you know, Jack. But besties, three stories for today's pod. This one is fantastic. Jack, what do we got on the show?

[B]

For our first story, we're in the middle of the best Earnings season in 4 years. From Apple to Levi's to Pizza Hut, they're all beating expectations.

[A]

But there's one group that's not feeling the economic love right now, and that group is 25 year olds.

[B]

For our second story, if you were watching, nobody wants this on Netflix over the weekend, did something feel off about this season?

[A]

Yeah, but it's not just you. Netflix's top TV show is full of paid product placements, but that might actually be working.

[B]

And our third and final story. It's the wildest new tech company getting all the attention right now. Neo.

[A]

Neo. Because Neo is selling the first humanoid robot for your home. And, yeah, they will do your dishes.

[B]

It's $20,000 and it will try to do your dishes.

[A]

You need help. Oh, one sec. Neo needs help. Jack.

[B]

One sec. I got it.

[A]

Don't worry. Get out of the way.

[B]

I need to go help my home robot.

[A]

But yetis, before we hit that wonderful.

[B]

Mix of stories, I mean, what a mix of stories.

[A]

To kick off the. I love the mix.

[B]

Jack, it's November. You know what that means.

[A]

Yep.

[B]

It's officially cuffing season.

[A]

Ah, cuffing season. The time of year you cuddle up with a cutie and groom them to visit your parents for Thanksgiving.

[B]

And according to Doordash, when people couple up in the fall, orders for specific items jump.

[A]

But not candles or flowers. No, no, no, no, no. The orders that jump are for the toothbrush.

[B]

Starting in October, on Friday and Saturday nights, doordash orders for toothbrushes jumped by 30%.

[A]

That's right. Your date night became an unexpected overnight. So you need an emergency slee.

[B]

In fact, those Doordash toothbrush orders jump an extra 10% after midnight on the.

[A]

Weekends because morning bad breath is a red flag. Deal breaker, baby.

[B]

You can't settle down if you still got spinach in your teeth. Nick.

[A]

So nothing makes it official quite like ordering a bottle of Crest to a girl's house. Jack.

[B]

And nothing says he's into you like a 2am mouthwash delivery with the extra money to get there quick. I mean, Jack.

[A]

This is the kind of data that economists would just drool over.

[B]

But Nick, what's the the real sign he's the one on somebody's door dash history.

[A]

Jax. That's when he doordashes a Sonicare to your front door. That's a keeper.

[B]

Wow.

[A]

Yeah, that's a keeper right there. That's a statement right there. Yeah. Extra bonus points if he gets two heads for that toothbrush man. Besties. The emergency toothbrush order. Yeah, that's our love language. Jack. Let's hit our 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.

[A]

Nick.

[C]

That's it. I don't even think they need to practice. 50%. That's a fat tip. T Boy city on your at list. If you know, you know. Cause we read to go. We can't wait no more. So just start the show. Start the show.

[A]

First, a quick word from our sponsor.

[B]

Framer.

[A]

Jack. I remember it like it was yesterday because our buddy Timmy spilled all over me.

[B]

2011 in our east Village apartment, we created a website for our startup using a template.

[A]

We did.

[B]

Our website looked like every other startup's website until Timmy's spaghetti spilled on it.

[A]

What we wish we'd had was Framer, the template bustin website designer that anyone can use.

[B]

Get this. Framer is the design first. No code website builder that lets anyone ship a production ready site in minutes.

[A]

It's free to start. Bold anim.

[B]

Jack.

[A]

Can I say it's the sexiest website builder that we've ever seen?

[B]

I think you can. I think Framer would be cool with that. Framer is so sleek. When we go on the website, you'll see it asks if I should build it for you.

[A]

One prompt, one page with a single click. You basically vibe design your brand's digital storefront.

[B]

By the way, I don't know if we're allowed to share this either, but Zillow, DoorDash and SpaceX, they all used Framer to make their websites. Yeah, we found that ourselves in our own research.

[A]

Yeah. So, ready to build a site that looks hand coded without hiring a developer? Launch your site for [e-mail] and use code T Boy to get your first month of pro on the house.

[B]

And pro, that's all the bells and whistles.

[A]

That's Framer.com promo code T Boy.

[B]

Framer.com, promo code T Boy. Rules and restrictions may apply. Airbnb.

[A]

Yetis, full disclosure. We're already thinking about holiday vacation. You got to book these things early these days.

[B]

Are you kidding? I booked my holiday vacation, like six months ago. I do it like the Germans right after my Christmas vacation.

[A]

I booked next year's Christmas vacation for 2028.

[B]

Okay.

[A]

But also, full disclosure. Yetis, I'm jealous here because I'm paying for my whole trip. But Jack, you have money from your Airbnb helping pay for yours.

[B]

It's my side. Hustle, profit, puppy, besties.

[A]

You can host your entire place or just your extra space.

[B]

Really satisfying feeling. By the way, when my guest messages me that their first night went wonderfully.

[A]

It just puts me at ease.

[B]

And it's like, wow, I am making money right now and somebody's having a great time.

[A]

So you're going to give a day away for free?

[B]

No, I wouldn't say that.

[A]

Yet. He's your home might be worth more than you think.

[B]

Find out how much at airbnb.com/host.

[A]

For our first story. We are in the middle of the best earnings season in four years. Not just tech companies. It's not tech companies too. Not just Apple. It's also Adidas.

[B]

But every company's earnings are showing the same thing. The kids are not.

[A]

All right, we'll explain. But first, a happy earnings season to all those who celebrate. Jack, what are the big numbers? My friend?

[B]

60% of the S&P 500 companies have reported their third quarter earnings so far.

[A]

And how are we looking?

[B]

Man, 70 to 80% of those companies have beaten their expectations.

[A]

Not too shabby. Bloomberg is calling this the best earnings season in four years, baby.

[B]

Apple's quarterly revenues jumped 8%. And they expect to sell a zillion iPhone 17s this holiday season.

[A]

Amazon is winning on cloud computing. Their stock jumped 10% for its best day in the market since 2022.

[B]

And get this, Alphabet. Their stock hit an all time high because Google's chatbot has 650 million monthly active users. Which is catching up to ChatGPT.

[A]

Now me. Meta's stock fell because they're just spending so much Money on AI. Investors are getting a little freaked out.

[B]

But Meta's family of apps still made record revenue for Zuckerberg.

[A]

Nvidia. They don't report earnings for another two weeks. And yet they just became the first $5 trillion company on planet Earth.

[B]

Nvidia's market value is bigger than Germany's economy.

[A]

So Jack, pause the pod for a sec. Could you sprinkle on some financial context for us, please?

[B]

Huge gains from the mag seven companies are why the S&P 500 has had six straight months of gains.

[A]

Sit down, stand up and yeah, but here is what we find fascinating. Besties. It's not just big tech that's thriving this earnings season.

[B]

Pizza Hut. They're the opposite of big tech. Yeah, but their sales are up.

[A]

Levi's also the opposite of big tech. And their profits are up.

[B]

Chewy Adidas. Their sales jumped by double digits. Visa and MasterCard. Their revenue both rose by nearly 10% as Americans just keep swiping their cards.

[A]

We covered Starbucks last week. They ended their sales looting streak. They had a billion dollars in just delivery coffee sales.

[B]

Who would have expected so many wins a half year into this intense trade war?

[A]

You couldn't have seen it coming. And yet besties, there is one dark spot to this earnings season and we think you should know about it.

[B]

We see it in the burritos and in the burgers.

[A]

Yes we do. Because Chipotle told us last week that 25 to 35 year olds make up a whopping one quarter of their burrito customer base.

[B]

But those young people aren't buy $12 carnitas like they used to.

[A]

No, that customer is trading down to fast food or just eating at home to save money instead.

[B]

Shake Shack reported a similar story. Young diners making under 100 grand a year are not doing date night at Shake Shack like they used to.

[A]

And don't worry, we got curious. It's not just food. Crocs also had a similar tale about this same demographic.

[B]

Crocs reported last week that their sales and profits fell last quarter as Gen Z isn't splurging on a third pair of clogs like they used to.

[A]

Besties. Add it all up and every industry is having its best earnings in years except those catering to the people in their 20s. Which leads to our takeaway. Exactly. So Jack, what's the takeaway for all our buddies in this economy?

[B]

The kids are not alright yet.

[A]

Ease One segment of our economy is particularly feeling the pain right now. Twenty somethings Americans.

[B]

According to the Federal Reserve 9.2% of Americans aged 20 to 24 are unemployed.

[A]

Okay, what was it two years ago? Jack?

[B]

Five and a half percent. So the unemployment rate for people between 20 and 24 has almost doubled in just two years.

[A]

Plus, Jack, the wage gains for those aged 25 to 29 has slowed to its slowest pace since the Great Recession.

[B]

We feel bad.

[A]

Yeah, we do.

[B]

Covid disrupted their college experience and their post college party years. And now artificial intelligence is threatening the beginning of their careers. They're struggling to get entry level jobs.

[A]

Besties. Last week Jack and I told you about the great hiring freeze. It's affecting people in their twenties by far the most.

[B]

And last month's earnings reports show the same phenomenon is happening.

[A]

This is the outlier of this earnings season. Awesome for everyone except the 25 year old.

[B]

It's an important demographic that's getting passed over in this economy. The kids are not. All right.

[A]

For our second story, two pieces of Netflix content, both of them fiction, have caused non fictional serious drama.

[B]

And one of two things must be true. Either Netflix is facing inshittification or Netflix is ingenious.

[A]

But first, Jack Yetis everyone listening right now. Have you seen House of Dynamite?

[B]

Because the head of comms at the Pentagon definitely has.

[A]

Yeah. Netflix hired Kathryn Bigelow, the Oscar winning director, to make a military movie, a House of Dynamite.

[B]

She has experience. She already did hurt locker and zero dark 30. Zero Dark Thirty is one of your favorite, but this one is about a nuclear bomb coming to the United States.

[A]

But spoiler earmuffs. This movie shows an intercontinental ballistic missile getting past US missile defense systems and attacking America.

[B]

Pretty scary. But here's the real life plot twist. The United States Department of Defense wrote a memo about this movie describing it as inaccurate.

[A]

Jack. The US Military was basically like, what the hell, Netflix, you're scaring people here. We're gonna be prepared.

[B]

We're gonna have to answer questions from the press now about your scare mongering M.O. and whether our national defenses are up to snuff.

[A]

But Netflix's response? Relax, guys, this is just fiction. It's not a documentary about a nuclear attack.

[B]

And the director did defend herself. She said that they had technical experts on the set for each scene and they did their research.

[A]

Wow. So a Netflix action drama making waves among the West Point crowd. Didn't see it coming.

[B]

But we guarantee our military leaders didn't watch the next Netflix show that also caused drama.

[A]

Nobody wants this Jack. Starring Adam Brody, Kristen Balt and Jonah Ryan from Veep.

[B]

Self described by Nick as a hot Rabbi show.

[A]

I mean, I'm just saying, people say I look like Adam Brody, like a.

[B]

Young version of him.

[A]

I'm just putting that out there.

[B]

We know, Nick, we know. But the co stars of this show are actually Buick Dunkin Donuts and Estee Lauder.

[A]

Yeah, because America's corporate top brands are basically in the show's cast.

[B]

The New York Times had a hilarious headline. Nobody wants this product placement.

[A]

Because the episodes of this show had an unnatural mix of brand mentions and logo displays that you couldn't help but.

[B]

Oh, I'm so hungry for a snack. Can you hand me my favorite snack? Those Flamin Hot Cheetos.

[A]

Oh, Joanne, I'm so excited for pasta making class, which I booked as an Airbnb experience.

[B]

It's a story about cool young people in Los Angeles. And yet episode four revolves around Dunkin Donuts.

[A]

I mean, Jack, even Darlene from Dunkin was shocked at these. LA yuppies were eating Dunkin Donuts Boston cream style on the show.

[B]

And the cops, they were everywhere.

[A]

So, besties, add it all up. And this is the big question facing Hollywood right now.

[B]

Did Netflix push the limits of product placement a little too far?

[A]

In the meantime, mazel tov to the CFO of Netflix. Definitely brought in a little more ad money this quarter.

[B]

Yeah, they took in 20 bucks from me. And that Dunkin order I just made is actually an assist to Adam Brody.

[A]

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

[B]

Is this inshittification or is it ingenious?

[A]

Ah, inshitification. Yeties. That is a term for a product that gets gradually worse as companies seek more and more ways to make money off of it.

[B]

At first, the abundant product placement in Nobody Wants this felt like inshidification.

[A]

I mean, Jack, last night was watching the scene where she conspicuously applies Estee Lauder's advanced night repair even though she's already wearing makeup and it's the middle of the day in the episode, it.

[B]

Was like in the Truman Show. Remember the Truman show had all those product placements and Jim Carrey's like, what the hell is going on?

[A]

Well, besties, this does make Netflix's best show feel like an ad. And reviews of season two are down from season one.

[B]

But Nick, Nobody Wants this is still the number one streamed show on Netflix as of this recording.

[A]

And I'm still watching. Oh, and A House of Dynamite that is now the number one movie on Netflix as of this recording.

[B]

And as I mentioned, I just bought.

[A]

A Dunkin Donuts from Darlene now besties in this attention economy, Netflix is winning even if the attention of their two number ones has a negative scale.

[B]

Is this inside ification or is this ingenious? Let us know what you think in the comments.

[A]

Now a quick word from our sponsor.

[B]

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[A]

Now, Jack, my mom does not use most of the products we promote. Like, 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 Audible.

[A]

Yetis I just listened to a wild audiobook on my flight back to New York. Here's what it's called. Gods of New York.

[B]

It's about four men, the four men who ruled New York City the year that you were born.

[A]

Nick, I gotta give my parents credit. Check. New York in 1988 was insane. It was like mob bosses, gang fights, and all these subway cars covered in graffiti. It's like seeing how the city was run when my mom was like pregnant with me. I'm blown away by this whole new imagination.

[B]

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[A]

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[B]

Explore bestsellers, new releases, or find a wild story that takes you back to the year that your mom gave birth to you.

[A]

Last night while I was doing the dishes, Jack, I listened to a story about the abysmal late 1980s New York Yankees.

[B]

Yeah, I feel bad for your dad. At least the Giants were winning back then.

[A]

Besties. There is more to imagine when you listen.

[B]

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[A]

For our third and final story. The first humanoid robot for your home is here. It's for sale and it's just 20,000 bucks.

[B]

But if you buy it, you're entering a social contract. You're going to help the robot as much as it helps you.

[A]

We'll explain now. Yetis, to start this story, Jack and I jumped in t boy style and watched a video from Joanna Stern of the Wall Street Journal trying out the first Neo home robot.

[B]

It's 5 foot 6 inches, it weighs 66 pounds and it's named Neo. And to quote Morpheus, Neo might be the one.

[A]

Yeah, because Neo has two button shaped eyes, no mouth or nose, and its face is covered with fabric, kind of like a speaker.

[B]

And this robot is covered head to toe in sweater material because it's marketed.

[A]

As sensitive, delicate and having dexterity. So it looks like cashmere, Basically.

[B]

It looks like a techie, high end, expensive mannequin wearing an outfit designed by Jenny Cain.

[A]

Yeah, it's like a giant Loro Piana turtleneck on this thing.

[B]

And it's marketed as being able to fetch things from the refrigerator to load transfer and fold your laundry, to vacuum and a whole bunch of other things.

[A]

I'm sorry, Jack, pause the pot. I'm gonna have to issue a correction here. It tries to do those things because.

[B]

We watched for 25 seconds of painfully awkward attempting this robot struggled so hard to close the dishwasher door. I wanted to like jump into my screen and help it. It was like an elderly person who really needed help from somebody. It did.

[A]

And yet it was the robot that's supposed to be helping you right now. Yetis, what Jack and I find fascinating about this story is that consumer robots, they've been with us for a while. Like the classic iRobot vacuum you probably have in your home, the Roomba.

[B]

But a new industry is emerging. Human shaped human sized robots for humans.

[A]

Yeah, it started basically this year. The most famous human shaped robot is Tesla's I Optimus robot.

[B]

Elon mentioned Optimus 43 times in Tesla's latest earnings call.

[A]

Yeah, he's really into it. In fact, Tesla's humanoid robot Optimus is already serving burgers at the new Tesla Drive Thru down in lovely Los Angeles.

[B]

But unlike Optimus, NIO is actually for sale to customers right now. It's made by a company called 1X founded in Norway. Now in Palo Alto, California, they're raising money at a $10 billion valuation and.

[A]

At $20,000 for this first home robot to buy it. It's basically priced at the same as a Used Honda.

[B]

You can also lease it for 500 buc, but you gotta commit to at least six months.

[A]

Yeah, this isn't financial advice, but we suggest you do the latter option.

[B]

If you do it, yeah, do the lease, because it might not work out.

[A]

But besties, here's the huge asterisk on the new Neo home robot.

[B]

It very often needs to be taken over by a human.

[A]

Ah, we're talking about teleoperation. Because like a puppet, a human can remotely control Neo to get it out of a jam or two.

[B]

And that seems to happen all the time. According to this video we watched, for.

[A]

Example, this summer when Tesla had their robots tending the bar at their big cyber. Jack. Was it really the robots doing the serving of the drinks?

[B]

No, they were being teleoperated by people behind the scenes as well.

[A]

Aha. And that highlights where we really are in the giant human shaped robot adoption phase.

[B]

The robots are still learning.

[A]

They're learning. So, Jack, what's the takeaway for our buddies over at Neo?

[B]

If you buy the Neo robot right now, the helping goes in the opposite direction than you'd expect.

[A]

You see, Yetis, a reason to buy a robot is to help you around the house so that you don't have to do any of that stuff yourself.

[B]

But the founder admits it. Early adopters who buy Neo right now, they're going to do the helping, not just be helped.

[A]

He actually calls this the social contract that everyone buying one of these home robots right now should probably know this.

[B]

$20,000 robot, it's not going to fold your laundry rack. It's going to be like a botched job, basically. But practice makes perfect. It's learning.

[A]

You see the eyes of the robot, those little dots? They're actually cameras so that the human tele operator can jump in to help it learn.

[B]

And when the human does override the robot's AI, that's when the AI lear how to do it right.

[A]

You see, besties. At this early stage in the robotics revolution, there is one big ironic twist you got to keep in mind.

[B]

You're going to help it as much as it helps you.

[A]

They're learning.

[B]

They're learning.

[A]

Jack, fantastic show. Could you whip up the takeaways for.

[B]

Us to kick off the week for our first story. It's been the best earnings season in four years. Most companies reported strong profit growth, except those who rely on spending from young people.

[A]

The important asterisk to our record high stock markets right now. Now the kids are not all right.

[B]

For our second story, Netflix's number one movie and number one show have caused drama because as the New York Times put it, nobody wants this product promotion.

[A]

It feels like inshittification. But the number one ranking show might be ingenious.

[B]

And our third and final story is Neo. They sell a home robot for 20 grand. But at this stage, you're tolerating its many mistakes.

[A]

The home robot, it's not working for you as much as it's learning at your house.

[B]

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

[A]

First, OpenAI is reportedly planning an initial public offering as early as next year.

[B]

According to people familiar with the matter, they're targeting a $1 trillion IPO, which would be the biggest ever. Nick and I have reported on a lot of IPOs. This would be insane.

[A]

Okay, now why go public? Well, OpenAI isn't profitable. They need money to build all those data centers. And easier to do when you're a public company.

[B]

Second, a wild health update on the state of the United States. Obesity rates in America have fallen for a third straight year thanks to Ozempic.

[A]

Get this. According to this Gallup poll, more people are on weightless drugs than you realize. A lot more.

[B]

16% of Americans between the ages of 40 and 64 are on GLP1 drugs right now.

[A]

In fact, 15.2% of all American women are on GLP1s. That is one out of seven American women on a weight loss drug right now.

[B]

For men, then it's 9%.

[A]

And finally, remember, we did that story on the U.S. mint no longer making pennies anymore. They're gonna stop it this year because.

[B]

It costs more money to make a penny than a penny is worth. But they've encountered a bit of a snag.

[A]

Yeah, you see, banks and retailers, convenience stores, they're now complaining that they just can't make exact change. They don't have enough pennies.

[B]

Now, the government didn't issue guidance on how businesses should handle the situation of making change.

[A]

Are we gonna round up to the nearest nickel on this one? What do you think, man?

[B]

We're gonna round down to the nearest nickel.

[A]

Apparently some drug free food. If you bring them pennies, pennies, they're.

[B]

Now worth more than a penny.

[A]

Now time for the best fact yet. And this one is T boy trivia because it's Monday. And Jack, I'm gonna surprise you on this one. Ready for it?

[B]

I'm very excited.

[A]

Okay, Doug and T boy style to that doordash delivery data. And we mentioned at the top of the pod that the big item jump in the fall when people are coupling up is late night orders of toothbrushes.

[B]

Right?

[A]

That's what we said earlier.

[B]

Okay.

[A]

The second biggest item to see a delivery jump in Novemb. What product?

[B]

I need a hint.

[A]

Okay, here we go. It's something you're on.

[B]

Wait, is it sheets?

[A]

It's bed sheets. It's pillowcases. It's blankets as well. So it seems like people are just, you know, it's cold out there in the fall.

[B]

Oh, it seems like it's getting hot in there under the blankets.

[A]

Well, that's up to the statisticians to figure out, Jack. That one is for the data nerds. Yetis, you look fantastic. To start the week, we got a big week, right, Jack, you're flying San Francisco. We got a lot of exciting stuff going on this week.

[B]

We're interviewing a big CEO the morning after their big earnings report. We're very excited.

[A]

We'll tell you more tomorrow, but in the meantime, drop down to give us five stars. That helps us grow the show. And Jack and I will see you manana. And before we go, a happy 44th birthday to legendary yeti Teresa Gustafsson hanging out in Aurora, Illinois.

[B]

And congratulations to Logan Kelly in Effingham, Illinois, who's got a new job in the healthcare tech space.

[A]

And Jack, just a shout out to Nina, a legendary yeti. I just ran into her in San Francisco at the Ferry Building while she was listening to the show. She's been an incredible supporter. Loved seeing you, Nina. Great to connect again.

[B]

And a big shout out to the Kellogg Investment Banking Club for the executive team helping the first year students in recruiting.

[A]

You got this, guys. And to Daniel Paul and his wife Trisha in Denver, Colorado, we want to send out a huge congrats on when.

[B]

To celebrate, these two launched a research program in memory of their son Jack Paul.

[A]

And here's the update. They just won an award from the Children's Healthcare of Atlanta to investigate how to prevent gvhd, especially in children.

[B]

Huge, huge, epic win for the Paul family. And to anyone else who's celebrating something today, make it a T, boy.

[A]

Celebrate the wins.

[B]

This is Jack. I own stock of Netflix and Croc. Nick owns stock of Shake Shack. And we both own stock of Apple and ETFs of the S&P 500. If you like the best one yet, you can listen ad free right now by joining Wondery and the Wondery app or on Apple Podcasts.

[A]

Prime members can listen ad free on Amazon Music.

[B]

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

[A]

Get to know you.