🥬 “Organic Doritos?” — Whole Foods’ amazonification. Palantir’s 18-year-old recruits. AI’s PR problem.

Summary

Podcast Summary: The Best One Yet

Episode: 🥬 “Organic Doritos?” — Whole Foods’ amazonification. Palantir’s 18-year-old recruits. AI’s PR problem.
Hosts: Jack Crivici-Kramer & Nick Martell
Date: November 4, 2025

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Episode Overview

In today’s fast-paced, twenty-minute pop-biz news pod, Jack and Nick break down three unexpectedly connected business stories:

1. The surprising culture clash as Amazon pushes junk food into Whole Foods stores
2. Palantir’s bid to compete with Ivy League universities through a paid fellowship for elite high school grads
3. The PR crisis facing AI, which is making money for investors but drawing bipartisan skepticism from Americans

Throughout, the hosts bring their usual blend of wit, sharp insight, and playful banter. This summary covers all substantive segments and stories, skipping ads and non-content material.

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Key Story 1: Whole Foods’ Amazonification—A Culture Clash in the Grocery Aisle

Starts: 06:08
Ends: 11:28

Main Points

• Whole Foods’ Secret Junk Food Stash:

  • Whole Foods, acquired by Amazon in 2017 for $13.7 billion, is now quietly stocking non-organic, processed foods like Doritos, Chips Ahoy, Tide Pods, and Mountain Dew in hidden back rooms and new “Amazon branded” sections.
  • Customers can order these items through the Whole Foods app, and staff will fetch them from the “cheating room,” a secret area of anti-Whole Foods indulgences.

• Culture Clash & Brand Tension:

  • The original Whole Foods was an emblem of elite, health-first, sometimes quirky organics (notoriously, the bottled “asparagus water” of 2015).
  • Now, Amazon’s effort to make Whole Foods “the everything store” has led to tangible brand tension: “They turned Whole Foods into two conflicting worlds under one roof.” (09:30, Nick)

• Founder Backlash & Employee Fallout:

  • Whole Foods’ founder: “I married my daughter off to the richest man in the world for $13 billion, which can buy a lot of Doritos.” (09:51, Jack referencing a recent podcast)
  • Employees recently lost their longstanding 20% in-store discount, further proof of Amazon’s more utilitarian priorities.

• Why the Merger Isn’t Working:

  • Store expansion lagging: Only ~10 new stores/year post-acquisition vs. 30/year at competitor Sprouts.
  • Sales up only 5% annually; Whole Foods still commands just 4% of U.S. grocery market—trailing Albertsons, Costco, and especially Walmart.

Memorable Moments & Quotes

• “Jack, the asparagus water is rolling over in its water bottle.” (08:13, Nick)
• “Adding Doritos, Pepsi, and Hot Pockets is not the only sign that Amazon’s Amazonifying Whole Foods. Right. This last one is brutal. Yeah, it is.” (10:47, Nick & Jack)
• Takeaway: “Two out of three corporate acquisitions fail, and this is proof of it.” (10:01, Jack)

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Key Story 2: Palantir’s 18-Year-Old Recruits—Elite Tech Internships as Ivy League Rivals

Starts: 11:29
Ends: 16:15

Main Points

• Palantir’s Fall Fellowship:

  • An elite, four-month paid program for 18-year-olds with sky-high SAT/ACT scores (minimum 1460 SAT or 33 ACT), substituting corporate conference rooms and performance reviews for college campuses and grades.
  • Curriculum includes American/Western history with a “decidedly pro-American bend.”
  • Fellows may receive full-time job offers or continue to traditional college after the program.

• A Business Model Flip:

  • “Instead of paying 90 grand for tuition, you get paid in this fellowship.” (14:22, Nick)
  • 500 applicants, only 22 accepted in the inaugural class.

• Philosophy & Origins:

  • Closely tied to the “PayPal mafia”—Peter Thiel (Palantir co-founder), Elon Musk, David Sacks.
  • Direct parallel to Thiel’s earlier fellowship, which pays high achievers to skip college and build companies.

Memorable Moments & Quotes

• “Forget the Ivy League. This is the AI League.” (12:55, Jack)
• “At Palantir’s Fall Fellowship, you can forget about the frat parties because you'll be tracing the ID of a suspected terrorist by following the dirty money.” (13:14, Nick)
• “The disruption of American academia starts with the PayPal mafia.” (14:54, Jack)
• Reflection on perspective: “Although Jack and I loved our college and MBA experiences, Jack and I met as college freshman year roommates.” (15:42, Nick)

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Key Story 3: The PR (and Popularity) Problem for AI

Starts: 18:01
Ends: 21:48

Main Points

• AI’s Double-Edged Sword:

  • Despite unprecedented investor enthusiasm and company adoption, broad bipartisan polls reveal Americans deeply distrust or dislike AI.
  • Concerns: deepfakes, job displacement (“A technology so smart, it can do your desk job way better than you for free.” 18:43, Jack), massive energy consumption (requiring “100 new nuclear plants”).

• Why Push AI if Everyone Hates It?

  • FOMO (Fear Of Missing Out) and profit drive the AI gold rush:
    • “Ultimate key reason people use AI is because you don’t want to lose your job.” (20:59, Jack)
    • Only supporters: “Those who think they can make money off it.” (20:17, Jack)

• Historical Parallel:

  • The outsourcing boom: “Moving factories from Wisconsin to Wuhan, that was hugely profitable. A lot of people made a lot of money. But it proved enormously unpopular in the long run.” (21:32-21:41, Jack)

• Investor Hype:

  • Nvidia’s Jensen Huang: “There will be more millionaires created in AI than created by the internet.” (21:16, Nick)

Memorable Moments & Quotes

• Sarcastic AI pitch:

  “Imagine a technology so advanced it can create fake videos that are so real looking, you will lose track of what is real and what is fake.” (18:34, Jack)

• “Why the hell are we doing AI?” (19:39, Jack)

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Additional Noteworthy Notes and Moments

Memorable Viral Moment

• Nvidia CEO at K-Fried-Chicken: (01:58-03:23)
  Jensen Huang’s declaration: “I love fried chicken. And I love beer. And I love fried chicken and beer with my friends.” (03:14, Jack)
  — sent South Korean chicken stocks soaring by 20–30%.

  “If Jensen goes to your restaurant, your stock’s gonna pop.” (03:31, Nick)

Political/Economic News Blitz

22:42–23:11

• NYC’s likely election of a socialist mayor.
• Governor’s races in VA/NJ.
• Supreme Court/Trump tariffs.
• Tesla $1 trillion pay package up for vote.

Fun Fact/Deep Dive

Best Fact Yet (24:17–25:01):

• Whole Foods aisles aren’t numbered—to force more human interaction (“They have to walk you over there and have a little chat with you.” 24:43, Jack).

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Episode Timestamps Index

• [06:08] Whole Foods gets “Amazonified”
• [11:29] Palantir’s Fall Fellowship vs. the Ivy League
• [18:01] AI’s deep PR problem
• [22:42] Rapid-fire news (NYC mayor, governor races, Supreme Court, Tesla)
• [24:17] “Best Fact Yet”: Whole Foods aisle numbers, or lack thereof

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Recap: Takeaways (22:01–22:38)

• Whole Foods: Amazon’s changes are proof that “two out of three deals don’t work.”
• Palantir: The PayPal mafia is trying to disrupt higher education, one high-achiever at a time.
• AI: It’s not about a better world—it’s about a new gold rush. “AI is hyperscaling because there’s hyper amounts of money to be made.” (22:34, Jack)

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This episode captures the chaotic, often contradictory state of American business—where organic grocers sell Doritos, tech firms give Ivy League a run for its money, and nobody likes AI except those betting big on its future. All with Jack & Nick’s signature energy and dry Northeast humor.

Transcript

[A]

This is Nick. This is Jack. It's Tuesday, T Boy. Tuesday, November 4th. 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. Big week.

[A]

I'm sorry. Huge week. Pasties. Jack and I are interviewing the CEO of Lyft this week. Right after Lyft's earnings. We're getting the CEO on the pod.

[B]

The CEO is David Risher. And he's not just the leader of Lyft the company, he's a Lyft driver, too.

[A]

True story. So let us know if you've got questions you want to ask the CEO of Lyft and Jack and I'll get him on on the pod.

[B]

DM us your questions tboypod and we'll ask them to the CEO of Lyft.

[A]

If you left something though in the back of the car. This is not the question to ask the CEO of Lyft. We should point that out.

[B]

Although if it was something sentimental, this is your best chance to get that thing back.

[A]

You can point that. In the meantime, we got three fantastic stories for today's T boy. Jack, what do we got on the pod?

[B]

For our first story, Whole Foods is getting a junk food aisle true against their will. The order is coming from Amazon corporate.

[A]

Whole Foods is being fully Amazonified and it is a sign that things just ain't working.

[B]

For our second story, Palantir just reported earnings, but everyone is talking about their new graduating class because Palantir has 2218.

[A]

Year olds who aren't going to college. They're going straight to the tech company instead.

[B]

And our third and final story. With Americans heading to the poll this election day, today we're looking at one bipartisan topic. Artificial intelligence.

[A]

You see, AI has a major PR problem. Everyone seems to hate it, and yet every company is betting on it.

[B]

We'll explain why.

[A]

We got the answer for you.

[B]

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

[A]

Oh, what a mix of stories. No one else is doing that mix. Love the mix, Jack.

[B]

Sometimes stock rise after an earnings report.

[A]

Sometimes stocks jump after an analyst upgrade.

[B]

And sometimes stocks pop. If a CEO is pounding a beer and fried chicken at a bar in.

[A]

South Korea, look at that one just happened.

[B]

Here's the news. Jensen Huang, the CEO of Nvidia, was in Seoul, South Korea over this weekend for some business meetings.

[A]

So he went out to dinner with the chairman of Samsung and the chairman of Hyundai.

[B]

Those are three pretty big companies, Nick.

[A]

Jack, why don't you crunch the number.

[B]

Context for us over there, Nvidia is America's most valuable company, worth $5 trillion.

[A]

Okay, Samsung and Hyundai, those are South Korea's number one and number five most valuable companies.

[B]

What's going on over there, Jack?

[A]

Maybe Nvidia chips are going to end up in Samsung phones.

[B]

Or maybe Nvidia's chip are going to do self driving Hyundais.

[A]

Or maybe none of that, because those stocks aren't the ones that popped. It was actually the food.

[B]

That's right. News of this high profile a list business meeting sent the stock of every food involved soaring.

[A]

Get this. Shares of Cherry Bro, a South Korean chicken processor, jumped 30% after this dinner.

[B]

Is Nvidia going to invest in wings like they're investing in chips?

[A]

The restaurant they dined at, it's not publicly traded, but their fried chicken rival is.

[B]

And that stock soared 20% on Friday.

[A]

Bestie's Jack and I saw the news. There has never been a hotter day for fried poultry stocks in history.

[B]

Now, when Jensen left the restaurant, he said this to reporters who were gathered outside.

[A]

And we think it's this quote that actually boosted the fried chicken stocks.

[B]

I love fried chicken. And I love beer. And I love fried chicken and beer with my friends.

[A]

Okay, we repeat, the CEO of Nvidia said that. And chicken stocks jumped.

[B]

I think that's what Wall street calls a contact high.

[A]

Yeah, besties. This ain't investment advice. But I mean, I guess it was investment advice.

[B]

Dude, if Jensen goes to your restaurant, your stock's gonna pop.

[A]

Denny's. We're looking at you, Jack.

[B]

Let's hit our three stars.

[C]

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

[B]

50%.

[C]

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

[B]

Start the show.

[A]

First, a quick word from our sponsor, Framer Yetis the first website we ever built. Our MySpace page. Yeah, we were just young enough, right Jack?

[B]

Or old enough, Nick. I still remember. You could give your MySpace page a soundtrack. Music started playing when someone visited the webpage.

[A]

Blink 182. The official music of Young Jack. But bad season. We built a website. Today we'd use Framer because they focused on the small things.

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That's framer.com design and use promo code.

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T Boy framer.com design promo code T Boy Rules and restrictions may apply. Airbnb Yetis full disclosure, we're already thinking about holiday vacation. You got to book these things early these days. Are you kidding?

[B]

I booked my holiday vacation like six months ago. I do it like the Germans right after my Christmas vacation. I book next year's Christmas vacation for 2028.

[A]

Okay, but also full disclosure, Eddie, I'm jealous here because I'm pay 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.

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Really satisfying feeling, by the way, when my guest messages me that their first night went wonderfully, it just puts me at ease. And it's like, wow, I am making money right now and somebody's having a great time.

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So you're gonna give a day away for free? No, I wouldn't say that yet. He's your home might be worth more than you think.

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[A]

For our first story, Whole Foods has now a secret stash of Pepsi, Doritos and junk food.

[B]

If you ask for it, Whole Foods is getting fully Amazonified. And it's a lesson on the top rule of acquisitions.

[A]

But besties, in order for Jack and I to tell this story, let's go back 10 years ago to the biggest controversy in aisle six. Are you thinking what I'm thinking of, Jack?

[B]

Asparagus water.

[A]

Oh, asparagus water. 2015, Whole Foods introduced asparagus to water.

[B]

And sold it for six bucks a bottle.

[A]

Yeah, it was a real thing, by the way.

[B]

It was just a plastic clear water bottle, mostly with water, but with three sticks of asparagus.

[A]

Yeah, this kind of captured the whole brand if you think about it. Organic, created, elite, borderline ridiculous. This was asparagus.

[B]

It was an April Fool's joke. But not April Fool's Yeah, yeah, yeah.

[A]

Asparagus water was Whole Foods incarnate.

[B]

But in 2017, Whole Foods got acquired by Amazon for $13.7 billion. Not too shabby at the time. It was Amazon's biggest acquisition ever.

[A]

In fact, at the time, Jack and I did an interview on CBS about this deal. And Jack, what did we say the deal was about?

[B]

Correction. You did an interview on cbs. I couldn't get to the studio, so I coached you from the back room. Do you remember? I was in your ear.

[A]

Yeah. It was like I was in makeup.

[B]

And Jack was talking to me, prepping for me.

[A]

And now most people would have said this was about scaling up and doing more ridiculous waters. But to Jack and I, Whole Foods getting acquired by Amazon was about logistics.

[B]

Here's what we said. In 2017, Amazon would use Whole Foods 460 physical stores as distribution points for their E Commerce delivery, pickup, and returns nationwide.

[A]

Basically, the Whole Foods location in Union Square of Manhattan is the most valuable logistics real estate in the country.

[B]

With Whole Foods, Amazon could ship every single New Yorker kombucha in like 30 minutes.

[A]

But here's the update. Yetis nearly a decade after that deal, Whole Foods brand is getting Amazonified like never before.

[B]

Because Amazon is introducing completely processed, completely inorganic junk food.

[A]

Jack, the asparagus water is rolling over in its water bottle.

[B]

According to the Wall Street Journal, frustrated Amazon executives are forcing a whole bunch of prime into Whole Foods.

[A]

Basically, they're trying to make Whole Foods more like Amazon and everything store to cater to more kinds of customers. Basically every kind of customer.

[B]

So at the Philadelphia Whole Foods, there' actually a back room. Yes. Not open to the public Secret. And it's filled with Tide Pods. Two liters of Mountain Dew, double six packs of Chips Ahoy's galore. Shh.

[A]

Jack, we're not even supposed to talk about this. Apparently, Amazon execs are hiding this because they think they would upset Whole Foods hardcores.

[B]

But if you're an Amazon normie and you just want your kick of Doritos, you can open up the Whole Foods app and they've got the Doritos in the back. They'll bring it out again.

[A]

Not organic Doritos. This is like regular Doritos at a Whole Foods.

[B]

This also sounds really, you know, if you think about it.

[A]

Well, it is. But Jack and I still call it the cheating room because, like, cheat day. It is full of anti Whole Foods indulgences.

[B]

Fun fact, I only eat Doritos during the Super Bowl. I've seen you take a Couple cheat days, Jack.

[A]

Oh, by the way, at the Chicago Whole Foods, it's even more blatant, right, Jack?

[B]

Amazon converted the lovely coffee area they used to have into an Amazon branded grocery section. That's right next to the Whole Food branded grocery store.

[A]

I mean, rarely do you see this type of tension in one brand. Like they turned Whole Foods into two conflicting worlds under one roof.

[B]

One is bougie organic store, the other is lower priced everything store.

[A]

And I gotta ask you, Jack, how does the founder of the original Whole Foods feel about this whole thing? Not good.

[B]

He hates it, but there's nothing he can do.

[A]

In fact, on a podcast last month, he said, I married my daughter off to the richest man in the world.

[B]

For $13 billion, which can buy a lot of Doritos.

[A]

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

[B]

2/3 of all corporate acquisitions fail, and this is proof of it.

[A]

Yetis, Amazon is flat out not happy about how this $13 billion acquisition's gone. And we're seeing it right now.

[B]

Since Amazon acquired it, Whole Foods has only added 10 new stores per year, which is way slower than Sprout Markets, which is considered a rival. They open 30 stores a year.

[A]

What about sales only rising 5% a year at Whole Foods since the deal growing slower than that, organic molasses.

[B]

And most important is that the market share of Whole Foods in a American grocery is still just 4%.

[A]

Jack. Sprinkle on that context, baby.

[B]

That's half the market share of Albertsons, one third the market share of Costco and 1/5 the market share of Walmart. And Amazon hates trailing Walmart plus besties.

[A]

Adding Doritos Pepsi in hot pockets is not the only sign that Amazon's Amazonifying Whole Foods. Right.

[B]

This last one is brutal. Yeah, it is. Taking away the 20% off employee discount that employees have always had when they shop at Whole Foods.

[A]

Basically, Amazon's lost patience. Every dollar they invest in Whole Foods is a dollar not invested in cloud computing or AI.

[B]

So it's not going to treat Whole Foods as a precious different brand anymore.

[A]

What went wrong? Maybe Whole Foods and Amazon were simply too different to get along. Or maybe they only went halfway and they should have done this years ago.

[B]

Which leads to an unofficial rule that Nick and I have heard about in business school and in Silicon Valley.

[A]

Two out of three corporate acquisitions fail. And this one is proof for our second story. 18 year old elite high school students are applying to Ivy League schools. And they're applying to Palantir.

[B]

Introducing the new Palantir Fall fellowship. Where the PayPal mafia send their kids instead of college.

[A]

Oh, Palantir Yeti's the $500 billion publicly traded company that's also named after a sightseeing orb from Lord of the Rings.

[B]

I love when you pretend that you're a Lord of the Rings.

[A]

F to throw out there when I can. It's limited to Palantir and Gandalf.

[B]

Well, Palantir is also the best stock so far of 2025, and it quadrupled last year.

[A]

Thou shalt not pass the earnings. Palantir, founded by Alex Karp, and its biggest client is the United States government. The Department of Defense is its sugar daddy.

[B]

Palantir has become controversial, especially this year for a big contract they signed with ICE earlier this spring.

[A]

Now, while all the other tech companies balk at supplying the United States military with artificial intelligence, Alex Karp of Palantir relishes it.

[B]

And you see it in the earnings report that was announced yesterday.

[A]

Jack, what kind of numbers did they get?

[B]

Palantir's revenue grew by 77%. They added 204 new clients who are paying at least a million dollars a year for their AI software.

[A]

But besties. What Jack and I really got fascinated with about Palantir lately is they are the first for profit company we've seen compete against Harvard, Yale and Princeton.

[B]

Forget the Ivy League. This is the AI League. Yeah.

[A]

What are they doing?

[B]

Jack, Palantir is challenging American universities with the Palantir Fall Fellowship.

[A]

Get this. Instead of campuses, Palantir's four month fall fellowship has 18 year olds roaming conference rooms.

[B]

At Palantir's fall Fellowship, you don't get grades, you get performance reviews.

[A]

And at Palantir's Fall Fellowship, you can forget about the frat parties because you'll be tracing the ID of a suspected terrorist by following the dirty money.

[B]

It's like an internship.

[A]

Yeah, yeah. Yeah, it is. But no time for late night Zodjack. On Friday night, I got a PowerPoint presentation with you. United States Air Force Base in Abu Dhabi.

[B]

According to a Wall street profile of this fall fellowship, there is some academic curriculum taught to these 18 year olds.

[A]

Yes, they are taught Western civilization, you.

[B]

Learn about the west, capital W, American history, and you get it all with a decidedly pro American bend.

[A]

Yeah, Besties. Jack and I have read Alex Karp's book, his Philosophy, and he thinks colleges are failing and are trashing and not appreciating Western values.

[B]

It was interesting learning his perspective.

[A]

But.

[B]

But if you want to apply to the Palantir Fall Fellowship, you're going to need a tutor. Yeah, I don't know if you qualify, Nick, we've never talked about our SAT scores. Yeah, well, but you need at least a 1460 to apply.

[A]

Oh, and if you think you can take the ACT instead, you're going to need a 33 plus on that exam.

[B]

500 applied for this inaugural class and 22 were accepted.

[A]

But the biggest surprise about the Palantir Fall Fellowship is that it's got the opposite business model of your college.

[B]

Instead of paying 90 grand for tuition, you get paid in this fellowship.

[A]

That's right. And the inaugural class of 22 fellows finished up this month. Some of the 18 year olds, they're gonna get a full time offer to be a Palantir analyst.

[B]

Others will go off to regular college afterwards with a very unique gap semester.

[A]

But they will all be representing a growing challenge to academia spearheaded by the PayPal mafia.

[B]

And they will all be killed if they tell their classmates about that AI software.

[A]

What's the takeaway for our buddies over at Palantir?

[B]

The disruption of American academ starts with the PayPal mafia.

[A]

Yetis Elon Musk, Peter Thiel and David Sacks, all of them South African, all Co founded PayPal and all of them became billionaires when PayPal sold.

[B]

And they're all now using their influence more than ever to change politics, business and society.

[A]

Now, interestingly, Alex Karp did not found PayPal, but he's tied with this PayPal mafia. Peter Thiel was actually his co founder for Palantir.

[B]

And if this Palantir Fall Fellowship sounds.

[A]

Like the Thiel Fellowship, and it does.

[B]

Jack, that's because it is. Yeah.

[A]

Peter Thiel's program goes back to 2011 when he began encouraging high achievers to drop out of college and get a $100,000 check to start a company instead.

[B]

Peter Thiel, Alex Karp, and for years, Elon Musk has openly ridiculed the value of MBA degrees.

[A]

We do think this is an interesting different perspective. Consider. Although Jack and I loved our college and MBA experiences, Jack and I met as college freshman year roommates. Yeah.

[B]

I look back at my days at Middlebury and Ann Arbor, Michigan with tremendous pride and accomplishment.

[A]

Well, David Sacks, Alex Karp, Elon Musk and Peter Thiel, they are all cut from the same risk taking cloth. And they would call it, this is what it's known as first principles thinking.

[B]

They question everything that society considers unquestionable, including college being key to a prosperous life.

[A]

Now a quick word from our sponsor. Now a Quick break.

[B]

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[A]

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

[B]

No, she's not.

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

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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.

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[A]

Yetis what does the future hold for business?

[B]

Ask nine experts and you'll get 10 answers. It's a bull market. It's a bear market. Rates will rise. Rates will fall. Inflation's up or down. Can someone invent a crystal ball?

[A]

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[A]

Boy, that's netsuite.com TBOY netsuite.com TBOy for our third and final story, AIs got a huge popularity problem. Investors are all in on an AI revolution that nobody wants.

[B]

So we'll tell you the real, honest reason investors and US workers are all rushing into artificial intelligence.

[A]

Yetis, let's pause the pod for a sec here. Why don't you just listen for a moment to this honest, albeit cynical, pitch for artificial intelligence that Jack's gonna kick off.

[B]

Imagine a technology so advanced it can create fake Videos that are so real looking, you will lose track of what is real and what is fake.

[A]

A technology so smart, it can do your desk job way better than you for free.

[B]

And once we put AI in robots, it'll be able to do all human work, physical and intellectual, better than we can.

[A]

All right, Jack, I'm almost sold. Any caveats I should know about with this new tech?

[B]

Well, sometimes it lies. And we don't know why it lies, but it's only sometimes that it lies. It's like a dog that pees or poops in the house. We're working on it. It's gonna go down.

[A]

Okay, what about energy consumption with this new technology?

[B]

I'm glad you mentioned energy. We need 100 new nuclear plants. That's going to cost like a trillion dollars just to power it.

[A]

Okay, so, Jack, are you telling me this thing's going to cause electricity prices to pop and accelerate global warming?

[B]

Oh, our carbon footprint's going to be huge after this.

[A]

Sounds awesome. Where do I sign?

[B]

Okay, everything we just said is true, albeit cynical when presented this way. It begs the obvious question, Jack.

[A]

Why the heck are we doing this?

[B]

Why the hell are we doing AI?

[A]

Which leads to the big news. Behind Besties, there is now broad bipartisan opposition to artificial intelligence across the country.

[B]

Across every boundary, today is election day. People are voting for New York City's mayor, the governors of Virginia and New Jersey, and there's some other state offices, too.

[A]

And Axio's got access to some private polling data. And it turns out the one thing that Democrats, Republicans and Independents all agree on is hating AI.

[B]

Yeah, fake videos, real job displacement, higher electricity bills. It's no wonder everyone's against it.

[A]

Except for one group that is supportive of AI right now. And who's that, Jack?

[B]

Those who think they can make money off it. More on that in a second.

[A]

But in the meantime, with a socialist likely to become New York City's new mayor, it is worth paying attention to this particular tension.

[B]

The AI revolution is happening because of capitalism. And capitalism is at an all time low in popularity right now in America.

[A]

And its embrace of AI could make it even more so. So, Jack, what's the takeaway for all our buddies curious about the state of.

[B]

AI the real reason for AI it's not to make the world a better place. It's to make money.

[A]

Yetis, workers. Even if you don't like it, you are probably embracing AI so that you don't get left behind. You're doing it for existential fomo.

[B]

Ultimately, the key reason People use AI is because you don't want to lose your job.

[A]

And politicians now on both sides say that we must win the AI race or China will win the race.

[B]

And there's trut to that. But it hides the true driver of all of this. We're racing into AI to make money.

[A]

Yeah. The best quote we've heard on this Nvidia CEO Jensen Huang. He said there will be more millionaires created in AI than created by the Internet.

[B]

And it reminds us of the rush to outsource manufacturing to China that happened in the 80s, 90s and 2000s.

[A]

Yeah, Jack, why don't you tell us a little more.

[B]

Moving factories from Wisconsin to Wuhan, that was hugely profitable. A lot of people made a lot of money.

[A]

Money.

[B]

But it proved enormously unpopular in the long run.

[A]

And it could be the same with this global AI fomo. We need a policy to make sure it doesn't though.

[B]

Let's first get honest about why we're doing AI in the first place.

[A]

It's a FOMO driven gold rush driven by investors. Jack, could you whip up the takeaways for us for T boy Tuesday, Whole.

[B]

Foods is getting junk food pushed into their aisles by corporate up at Amazon.

[A]

Is this Doritos farm raised?

[B]

Yeah, it is.

[A]

It is the unofficial proof of our unofficial rule of mergers and acquisitions. Two out of three deals don't work.

[B]

For our second story, Palantir just announced big earnings growth as their inaugural fall fellows near graduation.

[A]

American academia is being disrupted by the PayPal mafia and their anti college fellowships.

[B]

And our third and final story. There was broad bipartisan opposition among Americans about AI but investors love it anyway.

[A]

AI is hyperscaling because there's hyper amounts of money to be made.

[B]

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

[A]

First, New York City is voting today for mayor. And there is an 89% likelihood that Democrat socialist Zoram Mamdani wins. According to the predictions, markets in Virginia.

[B]

And New Jersey, they're voting for their new governor in closely watched elections.

[A]

Two other votes, by the way. Tomorrow the Supreme Court is expected to rule on the legality of President Trump's tariff.

[B]

And on Thursday, Tesla shareholders are going to vote on Elon's $1 trillion pay package.

[A]

You got to love that first Tuesday week of November.

[B]

A lot of ballots this week.

[A]

And second, toilet paper icon Kimberly Clark is acquiring Tylenol icon Kenvu for 48 billion bucks.

[B]

It's going to make a medicine cabinet colossus a pantry powerhouse if you know.

[A]

You know, ironic, by the way, because Johnson and S.H. johnson spun off Ken View just a couple years ago, but now it's getting spun back into somebody else, which proves.

[B]

The most eternal truth of business. The lawyers and the bankers always win.

[A]

It's like a toilet roll that was re rolled up. Anyway, the third and final. You gotta know Zuckerberg just got his second permanent physical store over the weekend. Meta Labs in West Hollywood, Lovely Los Angeles.

[B]

It's to showcase Meta's Oculus VR headsets. And their fancy Ray Ban sunglasses apparently.

[A]

Got like a skateboard theme. Reminder, by the way, Zuck's newest glasses have screen on the lens.

[B]

You gotta see it to believe it. So Zuck is letting you see it in real life at their second physical store.

[A]

But then you look in a mirror and you may not believe it. So you may take them off. We don't know.

[B]

A third and fourth Meta Lab store are coming to Las Vegas and fifth Avenue in New York City.

[A]

Now time for the best fact yet. This one discovered by Jack in our t boy deep dive research on the Whole Foods story. Jack, what do we got?

[B]

So Whole Foods was founded like 40 years ago, starting in Texas, and customer service was going to be their differentiator. So they didn't put numbers on the aisles, you know why?

[A]

Well, first of all, have you noticed there are no numbers on the aisles at Whole Foods?

[B]

I've never noticed that.

[A]

I didn't notice it, but apparently it's the case.

[B]

It's so that if you're walking around looking for the sauerkraut and you find somebody who works at Whole Foods and you say, excuse me, where's the sauerkraut? They can't just say aisle six. They have to walk you over there and have a little chat with you. What are you using the sauerkraut for? How are you gonna grill those broth? It's all about, you know, people to people, connections.

[A]

Whole Foods, they don't have numbers on their aisles. So you become best friends with the porky.

[B]

Yep, yep.

[A]

There you go. Yetis, you look fantastic today. And if you have got a shout out for the show, if you got the best fact yet, if you have got a question for the CEO of Lyft, we got a form in this episode description. Just fill it out.

[B]

It's a Google form. And we could get your voice or your question on the pod.

[A]

And we love doing that, by the way. You look fantastic. Jack, you are glowing right now. What do you say we do this tomorrow?

[B]

Can't wait.

[A]

See you there. And before we go, a happy birthday to legendary yeti Mia Panzer. Living in Montclair, but born and raised on Cohasset by the sea, just outside.

[B]

Pause it. And happy birthday to James McLeod of Buffalo, New York.

[A]

Oh, and he just had his first grandchild. And it's a big birthday week for the entire McLeod family.

[B]

And the Bills finally took down the Chiefs.

[A]

Congratulations, James and Brittany Wade. Happy 30th birthday. Celebrating all across New York City.

[B]

And happy birthday to Derek Toomey in Madison, Wisconsin.

[A]

And Denise and Andy Cho from Silver Spring, Maryland have got their three year wedding anniversary. 11 years as best friends. You guys are looking fantastic.

[B]

And Congratulations to Grace McCool for passing the bar exam in Washington, DC.

[A]

Hope you get some M and A deals and a shout out to the winner of the T boy business themed Halloween costume contest. Jack, what is it?

[B]

Who is it? The dupe diva.

[A]

Yeah, looks like Lululemon, but in reality it's Costco.

[B]

Congrats to Amanda Whittem, a legendary bestie.

[A]

She's going for two in a row just outside Boston.

[B]

This is Jack. I own stock of Lyft. If you like the best one yet, you can listen ad free right now by joining Wondery plus and the Wondery app or on Apple Podcasts.

[A]

Prime members can listen ad free on Amazon Music.

[B]

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

[A]

We want to get to know you.