🎢 “Roller Coaster Tycoon” — Travis Kelce’s Six Flag’s investment. OpenAI’s web browser. NHL’s predictions deal. +Google’s Bed Bugs

Summary

Podcast Summary: The Best One Yet - 🎢 “Roller Coaster Tycoon” — Travis Kelce’s Six Flag’s investment. OpenAI’s web browser. NHL’s predictions deal. +Google’s Bed Bugs

Date: October 23, 2025
Hosts: Jack Crivici-Kramer & Nick Martell

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Episode Overview

This episode delivers a fast, witty, and insightful look at three standout business stories: the Kelce brothers’ investment in a struggling Six Flags, OpenAI’s bold web browser move, and the NHL’s partnership with predictions markets. The hosts, in their energetic trademark banter, blend sharp analysis with memorable pop culture references, offering listeners fresh takes to jumpstart the day.

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Key Discussion Points & Insights

1. Travis Kelce, Jason Kelce & Hedge Fund’s Hostile Takeover of Six Flags

[05:54 – 11:10]

• The Move:

  • Travis and Jason Kelce (NFL stars) join forces with hedge fund Jana Partners to buy a 9% stake in Six Flags, aiming for a turnaround.
  • "The Kelce's and a hedge fund are leading a hostile theme park takeover." (00:48, Jack)

• Background on Six Flags’ Struggles:

  • Six Flags’ performance is “vomit inducing” compared to rival theme parks, with attendance and revenues sharply down post-pandemic.
  • "Six Flags owes twice as much more money in debt than the company is currently worth." (06:43, Nick)
  • The chain’s latest PR blunders: new rides breaking down, repeated blame placed on “bad weather.”

• Industry Context:

  • Meanwhile, competitors like Disney, Legoland, and Universal post record profits.
  • "Disney revenue is at record high and it represents 60% of the company's overall profits." (07:23, Jack)

• The Kelce Factor:

  • The Kelces announced their investment on their podcast; for them, it’s personal—Travis grew up a fan, his family worked at Cedar Fair parks.
  • Their NFL celebrity may unlock new opportunities, such as branded rides or partnerships:
    • "Now that the Kelce's are part of Six Flags ownership, will they get their own ride or maybe license an NFL themed ride?" (09:08, Nick)

• Strategy & Demands:

  • Jana and the Kelces want to change Six Flags’ CEO, marketing, tech, and customer experience—essentially to “be more like Disney World” and restore glory.
  • Jana previously succeeded in a takeover of Papa John’s with Shaquille O’Neal as celebrity investor.

• Big Takeaway:

  • "Finance is democratic, and celebrity endorsements help win shareholder votes." (21:58, Nick)
  • Celebrities add sway to activist campaigns, rallying public pressure for corporate change.

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2. OpenAI Launches its Own Web Browser: ChatGPT Atlas

[11:10 – 15:54]

• The Launch:

  • OpenAI releases the Atlas browser, built on an open source version of Chrome.
  • "OpenAI is cutting Google out altogether with their own browser called ChatGPT Atlas." (11:57, Jack)

• Why Now?

  • Existing AI workflows are “clunky, frictiony”—Atlas integrates ChatGPT natively, eliminating the need to juggle between browser and chatbot.
  • "The main thing stopping us from using AI more often? The F word of technology: Friction." (11:25, Nick)

• User Experience Review:

  • Atlas is nearly indistinguishable from Chrome after you migrate your data.
  • "It looks, vibes and feels just like your old Chrome browser. All your bookmarks, all your saved history." (13:08, Nick)
  • One big addition: a persistent “Ask ChatGPT” button for instant AI help, web summaries, and more.
  • "That New Yorker article is about 12,000 words too long. What do you do, Jack?"
    "Just type in, summarize and it'll tell you whether you should read the whole thing or not." (13:33-13:46, Nick & Jack)

• Issues & Risks:

  • Missing features like password managers (for now).
  • The bigger concern is privacy:
    • "You are feeding OpenAI an incredible amount of data for yourself all day while you're using the browser." (14:19, Jack)

• OpenAI's Broader Tech War:

  • OpenAI is "keeping a list and all of big tech is on it." (14:54, Jack)
  • The company aims to challenge Google (browser/search), Apple (hardware, via Jony Ive), Shopify/Amazon (instant checkout), Meta/TikTok (Sora AI video), Nvidia (AI chips), and more, even as they partner with Microsoft.

• Memorable Quote:

  • "It's a big tech burn book, baby." (11:25, Nick)
  • “OpenAI gets our information and launches products to replace us.” (14:40, Nick)

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3. NHL Partners with Predictions Markets: Kalshi & Polymarket

[17:53 – 21:43]

• The Deal:

  • NHL becomes first major US sports league to license data and logos to predictions markets (Kalshi and Polymarket).
  • "Early business innovations need arm candy besties." (18:02, Nick)

• What It Means:

  • Predictions platforms can now offer wagers on specific NHL events with official branding and data, not just generic “hockey” bets.
  • "Instead of just describing the betting category as hockey, they can actually say the NHL." (18:26, Jack)

• Betting vs. Predictions Markets:

  • "If I bet that the Oilers will hoist the Stanley cup at the end of the season, or I predict that they will, what's the difference?" (19:21, Jack)
  • The hosts clarify: sports betting is regulated state-by-state and is house-driven; predictions markets use contracts, are lightly federally regulated, and are fee-based.

• Impact:

  • This partnership gives legitimacy ("arm candy") to a nascent industry, creating a path for potentially rapid mainstreaming.
  • "When a stock gets inducted to the S&P500, that's a legitimizer. It's financial arm candy." (21:22, Jack)

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Notable Quotes & Memorable Moments

• On Six Flags’ Downfall:

  • "Six flags? More like one flag, my friend." (06:53, Nick)
  • "The stock is down 50% so far this year and investors call it a vomit inducing market ride." (06:56, Jack)

• On OpenAI’s Browser:

  • "Google must be kicking themselves for making their code free to use on their web browser." (12:39, Nick)

• On NHL’s Predictions Market Arm Candy:

  • "It legitimizes them like celebrities. Dating a man or a woman hotter than them is arm candy. They get cool by association." (21:15, Nick)

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Important Segment Timestamps

• Six Flags Investment & Industry Analysis: 05:54 – 11:10
• OpenAI's Browser Review & Tech War Commentary: 11:10 – 15:54
• NHL & Predictions Market Deep Dive: 17:53 – 21:43
• Takeaways Recap: 21:51 – 22:26

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Additional Brief Stories & Facts

• Google Chelsea office closed for bed bugs; NYC’s “return to office” fueling a bedbug resurgence. (01:34 – 03:00)
• Tesla posts earnings: profits fall 40% despite revenue growth. (22:30 – 22:57)
• Netflix’s “Settlers of Catan” media deal and new Hasbro toy tie-ins. (23:08 – 23:25)
• Victor Wembanyama grows taller; now tied as tallest NBA player. (23:33 – 23:57)
• Fact of the Day: 80%+ of Kuwaiti homes have a date palm tree. (24:10 – 24:38)

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Tone & Style

High-energy, clever, and pop culture-infused. The hosts deliver business news with humor, approachable analogies, and memorable lines, creating a blend of news, insight, and entertainment.

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TL;DR Takeaways

• Six Flags Stunt: Hedge fund with Kelce brothers' star power attempts dramatic turnaround; celebrity activism as a financial force.
• OpenAI Flex: ChatGPT's new browser cuts Google out, upping the data and frictionless AI ante—and picking a fight with every “MAG7” tech titan.
• NHL’s Prediction Market Deal: Sports predictions receive serious validation from a century-old league, potentially revolutionizing both regulation and public perception.

---

Transcript

[A]

This is Nick, this is Jack. It's Thursday, the new Friday, October 23rd and today's pod is the best one yet. This is a T boy, the top.

[B]

Three pop business news stories you need to know today.

[A]

Yetis, we got another record here and it's not a great one. Government shutdown now the second longest in history.

[B]

750,000 people who work for the federal government are not getting paid right now. But otherwise the economy hasn't been too impacted.

[A]

Stocks pretty much at record highs.

[B]

And we'll cover the next big economic update government related when it happens.

[A]

But in the meantime, Jack and I whipped up the best mix of stories we've ever found. Jack, what do we got on today's T boy?

[B]

For our first story, Travis and Jason Kelce just made their first big financial investment in Six Flags.

[A]

The Kelce's and a hedge fund are leading a hostile theme park takeover.

[B]

For our second story, Nick and I spent all day Wednesday reviewing Atlas, which is the new Web browser by ChatGPT.

[A]

Our takeaway, Sam Altman has a big tech burn book and he is burning his way through it like Regina George.

[B]

And our third and final story. The NHL is now the first of the four big U.S. sports leagues to partner with a predictions market.

[A]

The NHL just did a deal with Kalshee. We predict it'll boost Kalshee's legitimacy.

[B]

And we bet DraftKings is pissed about it.

[A]

Oh, they're not happy.

[B]

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

[A]

Fantastic mix of stories for the new Friday. Feels like a Friday.

[B]

Quick warning nobody wants to hear.

[A]

Nope, don't let the bag bug because besties were just leaked that Google has an office infestation.

[B]

Hey Google, can bed bugs travel from my work trousers to my apartment?

[A]

Yes, Jack. And this is so bad that Google had to close their building in New York City over the entire weekend.

[B]

That's right. Google's got bedbugs. The Chelsea office location ordered a full on fumigation situation.

[A]

They sprayed the whole space till it was ungoogle able man.

[B]

Now to sprinkle on some context. From a business perspective, there's no correlation between the stock market and bedbugs.

[A]

But Jack, there is a correlation between commercial real estate and bedbugs.

[B]

Here it is. The return to office movement has led to a bedbug boom in New York.

[A]

That's right. The extermination industry hasn't been this hot since the cockroach crash in 92.

[B]

According to real data from Terminix. Mm. New York City fell during the pandemic to the number 5 most bedbug infested city in America.

[A]

But Jack, where are we in New York City right now in the bedbug rankings?

[B]

Back up to number two. It's basically take your bedbug to work day over at J.P. morgan right now.

[A]

One sec, one sec. Ow.

[B]

Wait. I don't think they bite, do they?

[A]

Ah, then what the heck is this? Jack? Besties bed bugs are back to commuting just like you are.

[B]

They're hitching a ride to your return.

[A]

To office and ground zero. It's the Google headquarters on West 14th Street.

[B]

So besties, after this pod, good night.

[A]

Sleep tight and don't let the bedbugs steal your work laptop. Jack, let's hit our three stars. 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%.

[A]

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

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[A]

You know, Jack, something I thought about in therapy last week. If I were a therapist, I would need my own therapist.

[B]

Think of the questions, the venting, the complaints, the tears that we all bring into that leather couch.

[A]

I mean, therapist me would need a break from me. You know, relieving other people's trauma every day for work, that could be pretty traumatic.

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It's secondhand trauma now.

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They do get paid to hear it.

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[A]

For our first story, Travis Kelce and a hedge fund have teamed up to buy 9% of Six Flags Theme park.

[B]

This is a standard Wall street activist investor campaign to change the company, but this time with star power. And here's why.

[A]

Well, Jack, if you want to know what's going on and what's wrong with Six Flags, what would you say you'd do?

[B]

Take a ride on Siren's Curse, their new roller coaster?

[A]

Yeah, because Siren's Curse over at Six Flags, it's actually cursed.

[B]

Opened up in June, it was broken for days and left riders stranded 100ft up in the air.

[A]

That's not funny. What is funny, though, is that this is emblematic and symbolic of the whole Six Flags business.

[B]

Because Six Flags and the company it bought last year, Cedar, have half as many visitors today as they did pre pandemic.

[A]

Okay, get this, Jack. Six Flags owes twice as much more money in debt than the company is currently worth.

[B]

That's right. Six Flags has negative value.

[A]

Six flags? More like one flag, my friend.

[B]

The stock is down 50% so far this year and investors call it a vomit inducing market ride.

[A]

Hilariously, Six Flags blamed their most recent bad quarter on bad weather. Air quotes here, but Nick and I have the receipts.

[B]

And over the last three years, they've blamed all three of them on bad weather.

[A]

Yeah, it rains sometimes. But here's what's so shocking. In the meantime, other theme parks are living their best lives right now. Right, Jack? Like you're a Disney shareholder.

[B]

Disney revenue is at record high and it represents 60% of the company's overall profits.

[A]

Legoland, Peppa Pig park, the new Universal Epic Universes in Orlando, all at record highs.

[B]

Great Wolf Lodge, an indoor water park chain that got acquired last year for $3 billion. Which is more than Six Flags is even worth.

[A]

Best he's add it all up and the theme park industry's doing fantastic. But Six Flags is the outlier doing the opposite.

[B]

Which leads to the news. A hedge fund and a football player are teaming up to turn Six Flags around.

[A]

Yeah, the hedge fund is Jana Partners, located in New York city, which bought 9% of Six Flags for 200 million bucks.

[B]

But they passed the opportunity across the desk of the Kelce brothers.

[A]

Yeah, the Kelce brough of the investing team. The biggest deal in amusement parks, Jack, since you burned that tongue on the.

[B]

Funnel cake in college. Remember that?

[A]

Dude?

[B]

I used to hate roller coasters because as I would go down like with the G forces, I would just hold it all in and I. I almost imploded.

[A]

It's because you ate all that funnel cake before the rijack.

[B]

The key is you need to scream now, Basties.

[A]

The Kelce brothers announced their involvement on the podcast as they're now roller coaster tycoons.

[B]

No word on Taylor Swift's involvement, but Nick and I read the lyrics and Cruel Summer. It appears to be inspired by a bad day she had at Six Flags.

[A]

We actually made that up. But the Kelce brothers say this deal is personal because growing up in Ohio, Travis Kelce was a six Flag super fan.

[B]

Cedar Fair, actually.

[A]

Yeah.

[B]

His mom worked there, his uncle worked there.

[A]

Travis Kelce's favorite roller coasters. Yeah, they're the ones made of wood.

[B]

But yetis, Six Flags doesn't own their own IP like Disney does. They license characters like Superman and Batman and, and even Charlie Brown.

[A]

Which leads to the big upside opportunity Jack and I see here. Now that the Kelce's are part of Six Flags ownership, will they get their own ride or maybe license an NFL themed ride?

[B]

Nick the quarterback experience.

[A]

I'm listening, Jack.

[B]

You put a helmet on and you try to find an open receiver while dummies are coming at you and you have to like dodge and avoid the.

[A]

Pocket and you could slap an NFL team logo on it. Thanks to the Kelce brothers involvement.

[B]

And just like with my Roller coaster experience. Screaming helps.

[A]

But Jack, I gotta ask. What did the Kelsey the hedge fund actually want in this $200 million deal?

[B]

Here are their demands. They want to change the CEO and the marketing of Six Flags and improve the customer experience and the technology too.

[A]

Basically be more like the profit puppy that is Disney World and bring Six Flags and Cedar Fair back to their old glory.

[B]

But there's actually a more fundamental reason that this hedge fund tapped this tight end.

[A]

Yeah, I know what you're thinking, Jack.

[B]

Emotional finance and Mahomes.

[A]

You're gonna have to wait in line.

[B]

Like the rest of us.

[A]

So, Jack, what's the takeaway for our buddies over at Six Flags Finance?

[B]

Is an election and celebrity endorsements really help.

[A]

Now, yetis, activist investors only buy a minority stake in a company. In this case, they bought 9% of Six Flags.

[B]

Since they don't have the majority, they can't push through changes on their own.

[A]

So activist investors must rely on sway influencing other shareholders to support their campaign to force change in the business at the top.

[B]

That's why Jaina brought in Trav Kelce. He will put public pressure on Six Flags management and the shareholders to come over to their side.

[A]

And you know what, Jack? This hedge fund has done a celebrity takeover deal before, right?

[B]

They got Shaquille o' Neal to co invest in an activist campaign against Papa John's and they won that campaign Besties.

[A]

This is a celebrity finance hookup strategy that works bring into pop culture what otherwise would remain buried in the Wall Street Journal.

[B]

Because finance is democratic and celebrity endorsements help win elections.

[A]

For our second story, we use ChatGPT's new web browser Atlas for a full day. And here is our review.

[B]

Also, this web browser shows that OpenAI is keeping a list. Oh yeah, and all of big tech is on it.

[A]

It's a big tech burn book, baby. But yetis, what's the main thing stopping us from using AI more often? Well, the answer is the F word of technology Friction.

[B]

Switching from your web browser to your chatbot, it's a pain.

[A]

Total friction. Google Chrome finally added a high mode, but for users of ChatGPT, it's been clunky, frictiony. And like you got a two window situation going on.

[B]

Now you might have been wondering how come there isn't a chrome plugin for ChatGPT?

[A]

Well, the answer is Tuesday's news.

[B]

Here it is. OpenAI is cutting Google out altogether with their own browser called ChatGPT Atlas.

[A]

Now, besties Jack and I jumped in T boy style. We downloaded the new OpenAI web browser yesterday, and we used it for the entire day preparing this podcast.

[B]

And here's our review after one day. It's powerful with some glitches and some scaries that might keep you up at night.

[A]

You know what, Yeti?

[B]

Zah, I'm kind of worried.

[A]

Yeah, well, more on that in a bit. But besties. When you open the new ChatGPT Atlas browser, honestly, you may never use Chrome.

[B]

Again because Atlas is the same as Chrome. In fact, it's built off an open sourced version of Chrome called Chromium.

[A]

Oh my God, Jack. Google must be kicking themselves for making their code free to use on their web browser.

[B]

Like, little did they know that OpenAI, their arch rival, was going to use it to create a Chrome knockoff.

[A]

So the first thing you notice when you use this new browser, Yetis, is that it kind of looks like Chrome.

[B]

It looks just like Chrome.

[A]

Yeah, like Google and OpenAI are siblings or something.

[B]

And then when you first launch Atlas on your computer after downloading it, it's going to ask you if you want to migrate all of your information from your Chrome browser.

[A]

Boom. It looks, vibes and feels just like your old Chrome browser. All your bookmarks, all your saved history.

[B]

But Atlas has one big difference. It's an always there button on the top right called Ask ChatGPT. And when you click it, it opens.

[A]

Up a sidebar so you can ask that chatbot any general questions or a question about the webpage you're looking at or a question about the text you've highlighted.

[B]

Great. Use case summarizing.

[A]

Oh, totally. That New Yorker article is about 12,000 words too long. What do you do, Jack?

[B]

You're like, I like the headline, but I'm not sure I'm ready to commit to like, the 15 minutes of reading it. Just type in, summarize and it'll tell you whether you should read the whole.

[A]

Thing or not and then explain the cartoon to me. So, like, you can stay in the flow here and ask the chatbot browser questions without leaving the webpage.

[B]

What's the homepage? It's not google.com, it's the chatbot, but it also includes Google, like search options like web search, image search, video search, or news search.

[A]

Now, there are downsides here we should point out, right, Jack? Like what kind of stuff?

[B]

They don't have all the plugins, like our password manager. We had to manually enter username and passwords all day. It was pretty frustrating.

[A]

That'll probably get fixed. But there is actually a deeper existential downside.

[B]

Here, right? Jack, this one's not gonna get fixed. You are feeding OpenAI an incredible amount of data for yourself all day while you're using the browser.

[A]

Yeah, there is incognito mode, but this thing will learn everything about you and it never forgets.

[B]

Now Google already gets our information and they don't forget either, but they're just using our information for ads.

[A]

On the other hand, OpenAI gets our information and launches products to replace us. So Jack, what's the takeaway for all our buddies working in or Interested in tech?

[B]

OpenAI is keeping a list and all of big tech is on it.

[A]

Yetis in the Last few months OpenAI has set its sights on conquering all of big tech one product at a time.

[B]

They're not just taking down Google, they also hired Jony. I've to create a next generation hardware device to compete with Apple's iPhone.

[A]

They launched Instant Checkout to compete with Shopify and aim to cut Amazon out of E commerce entirely.

[B]

They launched Sora, an AI video social media feedback that competes with Meta and TikTok.

[A]

Okay, this may be the wildest OpenAI is working on its own AI chips, potentially cutting Nvidia out one day.

[B]

There's only two companies in the MAG7 that we haven't mentioned yet, Tesla and Microsoft.

[A]

Now OpenAI very much competes with Microsoft in AI, despite Microsoft having a huge investment in OpenAI.

[B]

And will OpenAI launch self driving software in the future, probably making it a competitor with Tesla besties.

[A]

OpenAI is keeping a list. It's a burn book and all of big tech is in it. Now a quick word from our sponsor.

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We're already thinking about holiday vacation. You got to book these things early these days. Are you kidding?

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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.

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

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Third and final story. The NHL just became the first of the big four sports leagues to strike a deal with the predictions markets because.

[B]

Early business innovations need arm candy besties.

[A]

We'll be honest, you could not have predicted this.

[B]

The NHL announced yesterday a multi year licensing deal with both Kalshi and Polymarket. Who are the Coke and the Pepsi of the predictions markets.

[A]

Now, both of the biggest predictions startups will have access to the National Hockey League's private data and team logos.

[B]

So instead of just describing the betting category as hockey, they can actually say the NHL.

[A]

There you go. So now, Jack, you could bet on whether the New York Rangers are going to beat the New Jersey Devils or whether Mika Zibanajad slap shot will break 100 miles per hour in the third period.

[B]

By the way, the NFL considered a deal with the predictions markets but passed on it.

[A]

Football is being cautious about entering the unregulated predictions industry, which competes with regulated sports betting.

[B]

But hockey's just happy to be picked by Polymarket.

[A]

Hockey's a sport where you take your gloves off, Jack. So honestly Whatever. They'll give anything a shot. Good for them.

[B]

But, Nick, pause the puck drop for a second. How is predicting about a sports outcome different from betting on them?

[A]

I hear you, Jack. It is the same action, right? Like besties. Jack and I wrestle with this, too. Like, in both cases, you put money on a potential outcome, and you win money if you're right, and you lose money if you're wrong.

[B]

If I bet that the Oilers will hoist the Stanley cup at the end of the season, or I predict that they will, what's the difference?

[A]

It's a fair point. So, Yetis, there is a difference here. It's really, really nuanced, but technically it does exist.

[B]

The difference is in the pricing structure and the function of the market.

[A]

Okay, here's our explanation. In betting, the odds are set by the house. So Vegas, for example, determines which team has the advantage.

[B]

But in the predictions market, it. It's supply and demand. The predictions are a contract that you buy on which team will win.

[A]

So in the sports betting industry, the house always wins, but in the predictions industry, the house just takes a fee.

[B]

Seems like a very small difference to me.

[A]

Yeah, it's a little bit of a gray area right there, Jack.

[B]

There is, however, real difference when it comes to regulation.

[A]

That may be the biggest difference of.

[B]

All here, because sports betting is heavily regulated by the states, whereas predictions markets are lightly regulated by the feds.

[A]

For example, in the state of California, you can put money on a prediction that the Los Angeles Kings will win.

[B]

A game, but you can't put money on a sports bet in California because sports betting is illegal there.

[A]

And this big difference in regulations is how the prediction markets have grown so fast.

[B]

It's like sports betting has to pass through TSA to get on the airplane. The predictions markets go right past TSA and get on the air. It's the same outcome. Just one's regulated, one's not.

[A]

Exactly. And that is why Polymarket is now worth $10 billion as a predictions market. Feels like, Jack, I should hit the ching button. So, Jack, what's the takeaway for our buddies over in the predictions markets?

[B]

Early innovations need arm candy to stand out.

[A]

Yeti's the real winner of this deal. It isn't ice hockey. It's the entire predictions market.

[B]

Because the NHL is an established brand that's 100 years old, partnering with them is great for the predictions industry.

[A]

It legitimizes them like celebrities. Dating a man or a woman hotter than them is arm candy. They get cool by association.

[B]

It's the same in business. When a stock gets inducted to the s and P500, that's a legitimizer. It's financial arm candy.

[A]

Or, Jack, when a new movie studio wins their first Oscar, that's a legitimizer. It's Hollywood arm candy.

[B]

And now one of the four major U.S. men's professional sports leagues partnering with predictions. That's a legitimizer, too, because sometimes an.

[A]

Innovator needs some arm candy. Jack, could you whip up the takeaways for us for the new Friday?

[B]

For our first story, Six flags is now 9% owned by a hedge fund and the Kelsey brothers, who are demanding changes in the C suite.

[A]

Finance is democratic, and celebrity endorsements help win shareholder votes.

[B]

For Our second story, OpenAI's new browser, ChatGPT Atlas, eliminates the friction of using AI and the Internet.

[A]

Sam Altman's keeping a list, a Santa list, and all of big tech is on it.

[B]

And our third and final story, the NHL is licensing their brand and team logos to Kalshi and polymarket.

[A]

The NHL is now the arm candy of the predictions markets.

[B]

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

[A]

First, Tesla earnings announced yesterday just as the market closed. We are in the middle of earnings. Season, baby.

[B]

Revenues rose 12% as electric car buyers rushed to snag that $7,500 tax credit before it expired.

[A]

But profits for Tesla fell big. Their operating profit dropped 40% from the year before. Jack, could you sprinkle on some context, please?

[B]

General Motors is worth way less than Tesla, but its operating profit was nearly twice as big last quarter.

[A]

And second, Netflix, their revenue jumped an impressive 17%, but the stock dropped because of a random unexpected tax payment to the country of Brazil.

[B]

Bigger news, Netflix announced a deal with the settlers of Catan.

[A]

Oh, turning the famous board game into a world of TV shows, movies and shmovies. Jack.

[B]

Plus, they signed a deal with Hasbro to make K pop demon hunter action figures.

[A]

And finally, the star of the San Antonio Spurs, Victor Wembanyama, apparently got even taller over the summer.

[B]

The French NBA star, who you may remember from the Olympics, he's huge. He almost blocked Seth Curry three pointer, but wasn't tall enough.

[A]

Okay, he's 21 years old, but he's still growing physically.

[B]

Last season when he was 20 years old, he was listed as 7 foot 3. The second tallest player in NBA history.

[A]

Okay, we double checked the numbers, but this year he's listed as 7 foot 4. Tied for tallest player in the league.

[B]

He's 21 and he's still growing puberty.

[A]

It's a profit puppy. Now time for the best fact yet. This one sent in by a legendary Yeti Khaled all the way over in Kuwait.

[B]

On Monday we did a story on the date industry. How dates the fruit are surging.

[A]

Well, Colette is from Kuwait, the heart of the date industry, and the Arabian Peninsula and Iraq are the top date producers in the world.

[B]

More than 80% of homes in the region have at least one date palm tree on the property which families harvest as a family.

[A]

In fact, the official emblem of Saudi Arabia has two swords and a date palm tree right in the middle.

[B]

And dates are typically used to break the fast during Ramadan.

[A]

The date the dessert that your mom will let you eat as a snack. Yetis, you look fantastic today. And remember when you get home you gotta wash those clothes cause you may have some buddies with you.

[B]

Yeah, let's just all be thankful that Google does software, not hardware.

[A]

Good night, sleep tight and don't bring the bed bugs into the one on one with your boss.

[B]

Don't read that nursery rhyme to Maxi tonight.

[A]

If you know, you know. Jack and I will see you tomorrow. And before we go, a happy birthday to legendary Yeti Colin Curran turning 38 in Spring Valley, California celebrating at the Chargers game.

[B]

Happy birthday to Eileen Diogracias in Atlanta, Georgia, who's listening since the snacks days, snacker turned Yeti.

[A]

And Eric Guo in Saratoga, California celebrating the best birthday yet.

[B]

Happy birthday to David Rasnik in Richmond, Virginia who shared T boy with his bestie Nick at an office happy hour. Thank you for doing that.

[A]

And a happy birthday to Annika Carlson turning three. And Papa Carlson sharing the same birthday in lovely Plymouth, Minnesota.

[B]

And happy 11th birthday to Sloan Laria in Boca Raton, Florida who's gonna have a legendary 11th.

[A]

And Israel Pease turning nine years old in New York City, the biggest T Boy fan with the biggest birthday yet.

[B]

And a big shout out to Kyle Uribe in Dallas, Texas who works at Qualtrics, a snacker turned yeti.

[A]

And just a special shout out to Austin Patry, a fantastic founder of the date company Realsy Dates Almond filled Dates. He loved our date story the other day because he's got one of the fastest growing date brands in the entire industry. Check him out.

[B]

And to anyone else celebrating something today, make it a T boy.

[A]

Celebrate the wins.

[B]

This is Jack. Nick owns stock of Shopify. We both own stock in Apple and we 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 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 get to know you. I don't know about you, but when I'm using AI for my business, I don't need it to tell me what to do. I know what I want. I just need help making it happen. With wix, I finally have an AI tool that gets things done the way I want. I just have to describe the type of website I need and it's ready. I can even ask it to manage my inventory, plan my next marking campaign, or help out my customers. Wix gives me AI wherever I need it. Try it [e-mail].