🏈🫧 “Super Bubble” — AI’s ad curse. Ferrari’s electric iCar. Grubhub’s fee prohibition. +Bad Bunny’s Instagram wipe

Summary

Podcast Summary: The Best One Yet — 🏈🫧 “Super Bubble” — AI’s ad curse. Ferrari’s electric iCar. Grubhub’s fee prohibition. + Bad Bunny’s Instagram wipe

Hosts: Nick & Jack Studios (Jack Crivici-Kramer & Nick Martell)
Date: February 10, 2026

Overview

This episode of The Best One Yet (formerly Snacks Daily) takes listeners through three pop-biz stories emerging from Super Bowl weekend 2026. Nick and Jack break down how AI flooded Super Bowl ads (and why that's a warning sign), Ferrari's surprising anti-iPhone electric car launch, and Grubhub’s bold move to eliminate delivery/service fees — plus a clever Bad Bunny marketing cleanse. The hosts bring their signature banter, accessible explanations, and memorable analogies, making high-level business news fun and digestible.

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Key Discussion Points & Insights

1. Bad Bunny’s Instagram Wipe: The Biggest Super Bowl Ad?

[00:32–02:57]

• Moment: After performing at the Super Bowl halftime show, Bad Bunny wipes every photo and reel from his Instagram, leaving only a link to his newest album.
• Analysis: The hosts suspect a deliberate business strategy for attention and conversion, citing Rule #28: “Simplicity sells.”
  • Quote (A/Nick, 02:35): “When the whole world is looking at your Instagram, keep the message simple, even if the cost is that picture of you and your Nana.”
• Result: 52 million followers notice, sending Bad Bunny to top trends and boosting his streams by 470% after the Super Bowl.
  • Quote (B/Jack, 06:15): “Streams of Bad Bunny’s music rose by 470% the day after the Super Bowl.”

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2. Super Bowl Commercials: AI’s Moment—Or Its Peak?

[05:40–10:07]

• Theme: AI dominated this year’s Super Bowl ads (15 out of 66 featured it; 23% in total). Companies like Amazon, Meta, Google (Gemini), Microsoft Copilot, OpenAI, and even Svedka utilized or promoted AI.
• Clever Collaborations: Elf Beauty and Duolingo partner for a Spanish-learning promotion, riding post-Super Bowl Bad Bunny buzz.
  • Quote (A/Nick, 07:13): “A clever collab commercial... capitalize on a post–Super Bowl interest in español.”
• AI Domain: Someone spent $70 million on AI.com, so many tried to visit after the ad that the site crashed.
  • Quote (B/Jack, 08:23): “What is the most expensive website domain ever purchased? It’s AI.com.”
• The Super Bowl Curse Theory: When an industry floods Super Bowl ads, it’s often immediately followed by a bust:
  • 2022: “Crypto Bowl” preceded by crypto winter, FTX collapse.
  • 2000: “Internet Bowl” before the dot com crash.
• Host Warning: This “AI Bowl” is likely a sell signal, not a buy one.
  • Quote (B/Jack, 09:12): “Flooding the Super Bowl is actually a sell signal.”
  • Quote (A/Nick, 10:07): “The Super Bowl could be a sell signal.”

Key Segment Timestamps

• Super Bowl ad AI stats: [07:31–08:15]
• The “Super Bubble” argument and past precedents: [09:12–10:07]

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3. Ferrari’s First Electric Car: Designed by Apple’s Jony Ive but Surprisingly 'Anti-iPhone'

[10:07–14:29]

• Background: Ferrari unveils its first EV, the “Luche,” designed inside-out by Jony Ive (ex-Apple). Ferrari is the last major automaker to go electric, due to founder Enzo Ferrari prioritizing the visceral feel and “selling engines, not cars.”
  • Quote (A/Nick, 11:04): “I don’t sell cars. I sell engines. I throw the car in for free.”
• Unique Approach:
  • Instead of a screen-heavy “tech car” (like Tesla), Ferrari’s EV is packed with physical switches, knobs, buttons—more BlackBerry than iPhone.
    • Quote (A/Nick, 12:18): “This Ferrari EV is more BlackBerry than iPhone. Up and down switches like an airplane cockpit.”
    • Quote (B/Jack, 13:19): “[Jony Ive] tossed shade at Tesla and said other EV makers are being bizarre and lazy by just emulating the iPhone on everything.”
  • The only screen has physical buttons; core vehicle functions are analog.
• Trend Insight: This signals the start of moving away from ubiquitous screens in technology. Upcoming products from Meta, Snap, and rumored AI devices may skip screens altogether.
  • Quote (A/Nick, 14:26): “This is the beginning of the end of screens.”

Key Segment Timestamps

• Ferrari’s rationale, design, and Enzo quotes: [10:29–11:24]
• Anti-screen EV design specifics: [12:08–14:07]
• Bigger tech trend take: [14:07–14:29]

---

4. Grubhub’s No-Fee Gambit: The Hufflepuff of Food Apps Goes Bold

[17:00–20:38]

• Announcement: Grubhub, trailing competitors DoorDash and Uber Eats, uses the Super Bowl to announce all delivery and service fees are eliminated for orders above $50 — “forever.”
  • Quote (B/Jack, 17:53): “No delivery fee, no service fee. No fee fee if you spend at least 50 bucks on food.”
• Context: Grubhub has just 8M users (vs. DoorDash’s 50M.) Hires George Clooney for marketing “spell.”
• Business Model Risks: Both customers and restaurants avoid the fees; Grubhub takes a financial hit and hopes to cross-sell through “Wonder” (its new parent company’s portfolio of foodie businesses).
  • Quote (A/Nick, 18:51): “Grubhub won’t make money. They’re just eating the fees.”
  • Quote (B/Jack, 19:29): “By eliminating a major fee and make money on the other things.”
• Analogy Parade: Refs to Robinhood (who survived after killing trading fees), MoviePass and Goldman Sachs (who failed). The move could delight users—yet terrify investors.
  • Quote (A/Nick, 20:38): “Democratizing it basically means eliminating fees. Popular, but it’s a perilous path.”

Key Segment Timestamps

• Market position and analogy (Harry Potter): [17:22–17:42]
• How their no-fee model works: [18:03–18:55]
• Business model/Robinhood analogy: [19:29–20:00]
• Takeaway/repercussions: [20:38]

---

Notable Quotes & Memorable Moments

• On Bad Bunny’s marketing magic:
  • “Bad Bunny just wiped his entire Instagram history like he’s in the witness protection program.” (A/Nick, 02:09)
• On Super Bowl as a business 'top signal':
  • “History suggests there’s a super bowl commercial, stock market curse, super bowl, super bubble.” (B/Jack, 08:54)
• On Ferrari’s anti-iPhone EV:
  • “The first electric Ferrari is the opposite of every other electric car out there.” (A/Nick, 12:08)
  • “Just because the power source is electric, why does the car have to be so digital?” (A/Nick, 13:13)
• On Grubhub’s risky move:
  • “Sometimes the most popular plan is also the most perilous one.” (B/Jack, 19:47)

---

Additional Quick Hits & Pop-Biz Tangents

• McDonald’s Caviar ('McFish Eggs') made an appearance as a Valentine’s promotion. (21:28–21:51)
• Elon Musk’s SpaceX ran its first-ever TV ad, announcing a pivot from Mars to focusing on moon landings first. (22:03–22:17)
• Next year’s Super Bowl will fall on Valentine’s Day—expect ‘Cupid Bowl’ puns. (22:22–22:52)

---

Section Timestamps

| Topic | Start | End | |-------|-------|-----| | Bad Bunny’s Insta & Marketing | 00:32 | 02:57 | | Super Bowl/AI Commercials | 05:40 | 10:07 | | Ferrari’s Electric Car | 10:07 | 14:29 | | Grubhub’s No-Fee Policy | 17:00 | 20:38 | | Quick Hits (McDonald’s, SpaceX, Super Bowl next year) | 21:28 | 22:52 |

---

Final Takeaways & Wrap-up

• When an industry saturates Super Bowl ads (this year, AI), history shows it may signal a speculative peak or “bubble.”
• Ferrari’s new electric car, designed by Jony Ive, shuns the all-screen look, hinting at a coming wave of post-screen tech.
• Grubhub bets that eliminating delivery fees will win hearts, but the move puts its bottom line and investor confidence at risk.

The Best One Yet delivers digestible, quirky, and smart perspectives on business news — perfect for your next oatmeal breakfast or water cooler chat.

Transcript

[A]

This is Nick.

[B]

This is Jack.

[A]

Welcome back. It is Tuesday. T Boy Tuesday, February 10th. 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]

Now, besties, we said welcome back because everyone has miraculously recovered from the super bowl flu, it appears. Jack.

[B]

Yeah. An estimated 26 million people called in sick yesterday because something was going around.

[A]

So a happy back to work Tuesday for all those who celebrate. We're glad you're feeling better.

[B]

Your secret safe with us. We were worked yesterday.

[A]

Just saying, Just saying. And three fantastic stories for today's pod. Jack, what do we got on the tea boy?

[B]

For our first story, Bad Bunny and Sam Darnold's red beard weren't the only super bowl highlights. We're looking at the commercials and what they all tell us because the super.

[A]

Bowl just flashed a massive sell signal we've seen before. This is a super bubble.

[B]

For our second story, Ferrari finally launched an electric car. And they did it with the iPhone designer.

[A]

And the Ferrari electric car is the most different car of all.

[B]

And our third and final story, grubhub is doing opposite of every other delivery app. They're not adding fees, they're eliminating them.

[A]

Can grubhub win by making food delivery free forever? We've got the answer, and the answer is a Harry Potter analogy.

[B]

But yetis, before we hit that wonderful.

[A]

Mix of stories, I mean, no one else doing the mix. Love the mix. Jack.

[B]

Wildest part of the super bowl wasn't the game.

[A]

Actually, no, that was a Boston Massacre.

[B]

Jack wasn't the pregame either.

[A]

So many ex athletes in suits, my friend.

[B]

And it wasn't even the halftime show everyone's talking about or the real wedding.

[A]

Within the real halftime show.

[B]

It's what Bad Bun did right after the halftime show.

[A]

Because get this, Bad Bunny wiped his entire Instagram clean as soon as he got off stage.

[B]

Every photo on Bad Bunny's Instagram is gone right now.

[A]

Every reel on his Instagram deleted.

[B]

As they say in Spanish, finalizado nios mio.

[A]

Jack, we still have Instagram photos up of you and I doing our first beer pong game together in college.

[B]

I know. We really need to do a purge of those photos next.

[A]

But we also have pictures of weddings, babies, bachelor parties, you name it. We got the memory up there, B.

[B]

Like, four too many topless pics as well.

[A]

But besties, Bad Bunny just wiped his entire Instagram history like he's in the witness protection program.

[B]

52 million followers were freaking out on Monday morning when they realized it.

[A]

Now, while Bad Bunny didn't provide an explanation, Jack and I think that there's a clever business strategy at play because.

[B]

The only thing he left up on Instagram is a link to listen to his latest album.

[A]

So, Jack, can you please repeat Our rule number 28 of marketing for the besties out there?

[B]

Simplicity sells.

[A]

Simplicity sells. When the whole world is looking at your Instagram. Keep the message simple, even if the.

[B]

Cost is that picture of you and your Nana.

[A]

Honestly, she's gonna understand.

[B]

So the biggest ad of the Super Bowl, It's Bad Bunny's Instagram profile. Wait a second, Nick. The name of his album was I should have taken more photos. Do you think that has something to do with this?

[A]

And it all comes full circle. Roger Goodell. Jack, let's hit our three stories.

[C]

Fifteen years before this song, two boys from the northeast met in the dorm. They had an idea to cause a cultural storm. It' best one yet. But the best is annoying. Jack.

[D]

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 Liz if you know, you know. Cause we read to go we can't wait no more so just start the.

[D]

Show.

[C]

Start the show, start the show.

[A]

First, a quick word from our sponsor.

[B]

Yet?

[A]

He's Jack had a lifelong dream of owning a ski house. But then he married a skier who's better at skiing than him, which put.

[B]

The pressure on to really own a ski house.

[A]

Okay, but still, ski house is very expensive. So what helped make Jack's dream doable? Airbnb.

[B]

I bought the chalet in 2024 and I use it very often with my own family. But when we're not using it, I host it on Airbnb. Especially those three day weekends when ski houses are in most demand.

[A]

The additional income Jack earns from hosting his home on Airbnb, it helps make owning the secondary property possible.

[B]

President's Day weekend coming up.

[A]

Nick. A lot of people want to go skiing, Jack.

[B]

I've done a ton of skiing this season already. I want to go to Florida with my family. The extra income I earned from hosting on Airbnb helps offset those travel costs.

[A]

Four adults, four children from just outside Boston. Boom. They just booked a stay on Jack Chalet.

[B]

Primary home or secondary home? If you've got space, you've got opportunity. Hosting on Airbnb helped make my dream possible.

[A]

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

[D]

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[A]

For our first story, super bowl commercials, we're looking at our favorite, which was.

[B]

The perfect collab, the overall theme, which was artificial intelligence.

[A]

And one ominous warning.

[B]

When an industry history has its super bowl moment, it's actually a curse.

[A]

Super bowl or Super Bubble. But yetis, let's start the story with the Double B. Bad Bunny. Already the number one streamed musician of 2025, he was putting up Taylor Swift numbers.

[B]

Actually, he was beating Taylor Swift. And despite starting from that really high base, streams of Bad Bunny's music rose by 470% the day after the super.

[A]

Bowl, which led to the top trending search on Google Monday. What was it, Jack?

[B]

How to speak Spanish?

[A]

That's right, Bad Bunny's Hollywood level was the biggest winner of Super Bowl 60.

[B]

But guess who's riding Bad Bunny's coattails on Monday?

[A]

I'm sorry, Jack, is that Elf Beauty? And I'm sorry, Jack, is that Duolingo?

[B]

Yes, a beauty brand and a translation app together are piggybacking on Bad Bunny right now.

[A]

Now we should point out Yetis that does seem surprising, but not to us. We did interview both their CEOs on this podcast for you just last year.

[B]

All right, let's talk about the commercial, though. In the commercial for elf beauty, Melissa McCarthy stars and she's trying to learn Spanish.

[A]

Basically, Jack, she's trying to go from a Karen to a Carinho, if you know what I mean.

[B]

But according to the ad, applying elf beauty lip oil helps you roll the Rs.

[A]

And here's the key. Elf also partnered with Duolingo for this commercial.

[B]

Elf is offering all their rewards members one month of free Spanish language learning on Duolingo.

[A]

Add it all up, a clever collab commercial, similar target audience they split the cost of the promotion, and they capitalize on a post super bowl interest in espanol.

[B]

Well done to Elf beauty and duolingo. But overall, there was a different theme to this super bowl when it comes to the commercials.

[A]

C C Jack.

[B]

It was artificial intelligence.

[A]

Because get this, 15 out of the 66 ads in that Super bowl featured AI baby.

[B]

Amazon hired Chris Hemsworth to showcase Alexa. Plus Meta hired Marshawn lynch to say, hey, meta like a half dozen times.

[A]

And Gemini hired a mom and a toddler to reimagine the nursery. Using AI and causing all of us to weep.

[B]

Microsoft's copilot had an ad OpenAI had an ad claud Two ads that we covered last week. Oh, and if you weren't using the ad to promote AI you were using AI to produce the ad.

[A]

That's right, because using AI Svedka resurrected their Fembot mascot from 2005 to promote their famous vodka.

[B]

Add it all up. And according to Adweek, 23% of the Super bowl commercials this year featured AI in some way or another.

[A]

Oh, pause the pod. Here's the wildest one. Company even dropped 70 million bucks to buy the website. And AI.com, which is now the answer.

[B]

To a great new trivia question. What is the most expensive website domain ever purchased? It's AI.com.

[A]

That'S right. But after that ad in the super bowl, so many people flooded the site that it crashed, including us. We were there, too.

[B]

Although isn't AI an option? Like, what about AI AI that would.

[A]

Have cost 80 million bucks, Jack. And you can still smell the burning cash from the catastrophe.

[B]

So all of this sounds like progress for AI what better measurement of mainstream relevance than super bowl commercials?

[A]

But it turns out history actually suggests the opposite.

[B]

History suggests there's a Super bowl commercial, Stock market curse, super bowl, super bubble. You're talking about Woody's butt in their commercial.

[A]

Because I saw that.

[B]

That was pretty cool.

[A]

So, Jack feels like we're approaching a takeaway moment. Oh, cuales los takeaway per tores, nos amigos. Ah, T boy.

[B]

Flooding the super bowl is actually a sell signal.

[A]

Yet it looks like 2026 was the AI bowl. Artificial intelligence had its big super bowl moment.

[B]

And that reminds US of 2022, which was dubbed the crypto ball. Remember when Matt Damon, Larry David, and Coinbase had that QR code bouncing around the screen?

[A]

Well, Jack, two decades further back reminds us of the Internet bowl of 2000. Every commercial was of the new Internet companies.

[B]

And therein reveals the super bowl curse. When an Industry takes over the Super Bowl's commercials, a downturn tends to follow.

[A]

Right, because that crypto bowl was preceded by a crypto winter and FTX bankruptcy.

[B]

And the Internet bowl preceded the vicious dot com bubble.

[A]

So besties, AI companies, they've spent so much money building out AI models and huge data centers worldwide.

[B]

And the super bowl commercial splurge we all just witnessed reveals how urgently they all feel they need to start making money right now.

[A]

Yeah, it is when an industry takes over a super bowl with commercials, not a good sign. The super bowl could be a sell signal for our second story. Ferrari just unveiled its first ever electric car, the last major car brand to do it.

[B]

And Ferrari's electric car is designed by Apple's Jony. I've but this vehicle is shockingly anti.

[A]

Iphone now, besties, as fans of the pod, you know that in our weekly show the best idea yet, we did a whole episode on Ferrari. Remember that jam, Jack?

[B]

Well, it's funny, you read the biography of the founder before we did the episode. And that's why we sprinkled the whole episode with so many quotes from Enzo Ferrari.

[A]

Oh, yeah, my favorite Enzo Ferrari quote is the customer is not always right.

[B]

I thought he went further than that. Said the customer's usually wrong.

[A]

Yeah, there were some Italian profanities I left out of that one. But our favorite quote from Enzo Ferrari, founder of Ferrari, is I don't sell cars. I sell engines. I throw the car in for free.

[B]

He invented the V12 engine. So this guy loves the and the whole feel and the vibration of it all.

[A]

Which is why Enzo Ferrari would have hated electric vehicles.

[B]

And that's why it took this long. Ferrari is the last car company to go electric.

[A]

Maserati did it in 2023. Porsche did it back in 2019, and now Ferrari.

[B]

Because last week the team flew to San Francisco to unveil the luche, the Ferrari electric vehicle.

[A]

That's right. It means light in Italian. And it was actually designed by the iPhone designer six years after he left.

[B]

Apple, 10 years after Apple was supposed to give us the Icarus. Jony, I've created the entire interior of this Ferrari.

[A]

This thing is so stunning. We actually noticed it in vogue before we noticed it in cnbc.

[B]

Now, the unveil last week only showed us the interior. We still don't know what the outside.

[A]

Of it looks like, which means all the focus was on the controls, the screens, the UX user experience, as the techies would call it.

[B]

And since Apple never ended up making that icar, this Ferrari designed by The Apple guy is the closest we'll ever get to seeing the Apple car besties.

[A]

Pump the brakes for a sec. The first electric Ferrari is the opposite of every other electric car out there.

[B]

Because it's got knobs, switches, and buttons galore.

[A]

That's right, yetis. This Ferrari EV is more BlackBerry than iPhone. Up and down switches like an airplane cockpit.

[B]

Most electric cars are inspired by the iPhone. All screen, no buttons. Sleek, different than gas guzzlers, and futuristic.

[A]

I mean, there's not a knob in my Tesla. Jack's got an electric vehicle too. There isn't even a key. It just like turns on with your phone when you walk toward it.

[B]

Sometimes that's great, Sometimes it's annoying.

[A]

Rivian.

[B]

Come.

[A]

Come on, man, open that door.

[B]

But this Ferrari electric car isn't like other electric cars. It's got tactical switches, physical buttons. It is a festival of controls.

[A]

You want the heat seat on, Jack, you gotta pull a switch. The ac, you gotta flip a button. The clock, it's an old school 12 hour chronograph.

[B]

You can't control the air vents with a swipe of the finger. There's a big aluminum handle you gotta twist with your actual hand.

[A]

I mean, yes, there is one center console screen like all the other cars have out there. You gotta have that these days.

[B]

But it's actually got buttons on it. Unlike Nick's Tesla.

[A]

As the iPhone designer put it, just because the power source is electric, why does the car have to be so digital?

[B]

He actually tossed shade at Tesla and said other EV makers are being bizarre and lazy by just emulating the iPhone on everything.

[A]

His point? It's ironic, but the more we see self driving, the more we're going to miss actual driving.

[B]

So instead of making a car that looks like our technology, he's making technology look more like the car.

[A]

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

[B]

Screens are the new beepers.

[A]

Yetis. Sometimes tech visually defines an era, but then just gets left in the past.

[B]

Like the beeper on your dad's belt in the 90s.

[A]

You still hear that thing? Well, Jack and I are seeing early signs now that the screen is gonna go the way of the beeper, the fax, the CD player screens are gonna go away.

[B]

Just look at Snap and Meta's glasses. There's no screen. It's designed for a future where it's all built into the lens.

[A]

Jack, Sam Altman's first AI device. It's rumored to have no screen, just a silver orb that listens, see and speaks to you.

[B]

From laptops to TVs to phones, we humans spend seven hours on screens or more every day. And we have no choice but to do that.

[A]

But Ferrari's surprise anti screen electric car is a reminder of an early pivot we think is happening right now.

[B]

This is the beginning of the end of screens.

[A]

One sec. Jack the beeper. Now a quick word from our sponsor.

[B]

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[A]

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[A]

I see you in that transaction tab. Jack, what's going on in that transaction tab?

[B]

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[A]

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[B]

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[A]

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[D]

All right, Jack.

[A]

You know how in every superhero movie they find the one future saving all powerful object?

[B]

It's usually some kind of crystal.

[A]

Totally.

[B]

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[A]

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[A]

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[A]

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[A]

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[A]

So Yetis, if your revenues are at least in the seven figures, get your free business guide demystifying [e-mail] tboy and.

[B]

If your revenues aren't in the seven figures, we're glad you're listen to this episode because soon they will be.

[A]

The guide's free to [e-mail] tboy that's netsuite.com tboi for our third and final story, GrubHub just announced at the Super Bowl. It's eliminating delivery fees and service fees.

[B]

It's the most popular thing out of the delivery industry since ever, but it's also the most perilous.

[A]

Yes, we heard you. Big tech AI is going to make our lives better. We get the message.

[B]

How about making our lives more?

[A]

Well, that's what GrubHub is targeting. Although we should point out GrubHub is kind of the Hufflepuff House of food delivery. Right, Jack?

[B]

Yeah, they're way Behind Uber and DoorDash, if that's what you're saying.

[A]

Can you whip up some numbers for context for us, please?

[B]

Grubhub has just 8 million users compared to DoorDash's 50 million. And Uber Eats is 21 million.

[A]

I mean, even Cedric Diggory uses Postmates over Grubhub these days, right, Jack?

[B]

That's brutal.

[A]

Grubhub's market share, it's the size of a snitch. If you know, you know.

[B]

Still, grubhub managed to hire George Clooney to make their biggest announcement ever at the super bowl on Sunday.

[A]

And here's the news. No fees on Grubhub for orders are 50 bucks or more.

[B]

No delivery fee, no service fee. No fee fee if you spend at least 50 bucks on food.

[A]

That policy, it started yesterday. And Grubhub says it is permanent. It is forever. No fees ever again.

[B]

And Grubhub says this will save you $13 on average in fees.

[A]

Now, critics didn't think much of this simple ad, but consumers just might, because fees are.

[B]

And to quote one more CEO we've interviewed on the show, Nick, hated by consumers with a fiery passion. That's what Lyft's CEO said.

[A]

We don't live in a democracy, Yetis. We live, unfortunately, in a theocracy.

[B]

But this big news from grubhub begs the question, how are they gonna make money if they don't charge fees?

[A]

Yeah, I mean, Jack, to continue our Harry Potter analogy, you know, you can't use Magic on the financial statements, man, like you can't bring out the sorting hat to make the balance seat balance.

[B]

Well, the CMO must have sipped some truth serum because she did an interview on Monday to discuss the super bowl ad. And she that grubhub won't make money. They're just eating the fees.

[A]

Yeah, with consumers not paying fees, they clarified that restaurants are not being charged either.

[B]

So how are they going to make money? They'll still take fees on orders under $50. That's it.

[A]

But other than that, it's going to be GrubHub banking on cross selling to their other food business lines.

[B]

Grubhub is actually. Grubhub actually got acquired last year by Wonder. And Wonder owns a basket of innovating.

[A]

Food companies, the OG Meal Kit company and Spice the Robot Kitchen that sweetgreen uses and tastemade a food med.

[B]

So their bet is the same as the bet that Robinhood made 10 years ago when they killed their big fee. Stock trading commissions, drive new customer signups.

[A]

By eliminating a major fee and make money on the other things.

[B]

If Robinhood could break the business model of finance and thrive, can GrubHub break the business model of food?

[A]

We hope so. I mean, Hagrid's definitely ordering more than 50 bucks worth of food tonight. Jack. So what's the takeaway for our buddies over at grubhub?

[B]

Sometimes the most popular plan is also the most perilous one.

[A]

Now, Yetis, Jack and I sold our first startup to robinhood back in 2018, and one of the reasons was we loved their democratizing message. It worked. It made sense.

[B]

Their democratizing message was popular for investors who got to avoid fees. And it was popular to publicly traded companies who got to grow their investor base.

[A]

Years later, it worked for Robinhood. They eliminated the hated commission fee in finance, but made a billion dollars in revenue last quarter on other products.

[B]

Interestingly, Goldman Sachs tried to do the same thing with a product called Marcus, but that failed.

[A]

And Jack democratizing didn't work for MoviePass either. 10 bucks a month for unlimited movies. Just too good to be true.

[B]

So this announcement could make grubhub beloved by consumers and restaurants alike. It's the only delivery app that's not.

[A]

Taking fees, but it could make GrubHub hated by investors, leading to its financial demise.

[B]

Democratizing it basically means eliminating fees. Popular, but it's a perilous path. Sir.

[A]

Charges Expelliabus Jack, could you whip up the takeaways for us for T Boy.

[B]

Tuesday, nearly a quarter of the super bowl commercials either promoted AI or were produced by AI.

[A]

But when an industry floods the super bowl, it's historically a sell signal. Super bowl, super bubble.

[B]

For our second story, Ferrari's electric car is not an iPhone on wheels. It's a Ferrari that happens to be electric.

[A]

And it's an early trend signal. This is the beginning of the end of the screen.

[B]

And our third and final story is grubhub. They announced the end of fees. They're democratizing food delivery for all.

[A]

It's the most popular announcement that they could have made, but also the most perilous.

[B]

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

[A]

Forest McDonald's just got into caviar. That's right. The new product, McFish eggs.

[B]

You know, I'm glad they defined what caviar is in the description of the product.

[A]

Again, Jack, this is why we can't get into eleven Madison. You keep bringing up these caviar questions. It is a true story. Only available today. And not just any caviar. They actually went top shelf over at McDonald's and got some imported sturgeon online.

[B]

Only just in time for Valentine's Day, as their press release says.

[A]

Part of a trend that we noticed during the pandemic with famous chef Dave Chang, a high low combo of McNuggets and caviar.

[B]

Second, Elon Musk greenlit his first ever TV commercial during the Super Bowl.

[A]

SpaceX ran a 30 second ad promoting their Starlink WI FI service.

[B]

First for Elon, he's downgrading his company's ambitions.

[A]

Reportedly, Elon told investors that the new goal of SpaceX is not to go to the Mars first. It's to go to the moon first.

[B]

And finally whip out your calendars. Because next year's super bowl, it's gonna be awkward.

[A]

When is it, Jack?

[B]

Valentine's Day.

[A]

That's right. Super Bowl 61 in lovely Los Angeles is on February 14, 2027.

[B]

So are we doing champagne and a candle at dinner or are we doing chicken wings? These are Buffalo wild wings.

[A]

I don't know, Jack, but I do know what I'm gonna be wearing. The only question is, what are we gonna call this thing for this Super Bowl Valentine's Day?

[B]

Wait a minute. What are you gonna be wearing?

[A]

I don't know if I'm allowed to say it on the pod. The Cupid Bowl? The Heartbreak Bowl? Lovin Lombardi's. What do you think, Jack?

[B]

Let's just not call it encroachment in the neutral zone.

[A]

Yetis, either way, you 359 days to declare your priorities. Now time for the best fact yet.

[B]

This one.

[A]

An answer to yesterday's T boy trivia, which was asked by legendary Eddie Daniella.

[B]

Place, what US City has the most athletes on Team usa?

[A]

That's the question that was asked. What city has provided the most athletes to Team usa? Jack does not know the answer. And you ready for the answer, Jack?

[B]

Not Minneapolis. That was my guess.

[A]

That was close. That was close. Well, actually, it wasn't close. The answer, Park City, Utah, home of my bachelor party, where you got 11 athletes on Team USA, most of any city.

[B]

Honorable mention, Steamboat Springs, Colorado, which has almost 10% of the US ski and snowboard roster.

[A]

Yes, if you don't ski and steamboat, you don't live in Steamboat. Yetis, you're looking fantastic today. Jack, you are glowing today. And since we've run out of Harry Potter analogies, I think we technically at the end of the show right now.

[B]

You'Ve run out of Harry Potter analogies. Yetis, you're looking fantastic.

[A]

If you haven't yet, tap to follow us. There is a plus sign on Spotify.

[B]

And somebody didn't get out outstanding on his owls this term.

[A]

If you know us, you know yes. And before we go, a congratulations and welcome back. And happy 32nd birthday to legendary yeti Lily Mintz back from maternity leave. And congrats to her little baby Zev as well.

[B]

Happy 35th birthday to Sundara Trindandapani, who's turning 35 in Texas.

[A]

And a happy birthday to Sarah Owens down in San Antonio.

[B]

Happy 24th birthday to Samantha Berber in.

[A]

Detroit, Michigan, and Olivia Bactiel. Enjoy the birthday celebration down in Philadelphia. And thanks for 7 years of being a yeti.

[B]

And congratulations to Alexis and Joe, who just had an IBO initial baby offering.

[A]

The baby Kyos Agueros, Joseph Neumann. And if you're curious, yes, the parents are metallurgists, so the name means silver and gold in Greek and Latin. This baby already owns the periodic table.

[B]

Congratulations to Hannah Damish, who just got into the University of Michigan's Ross School of Business. Go Blue.

[A]

And Judy, congrats on taking your first Waymo ride to Trader Joe's. Glad you were enjoying T boy on the way.

[B]

And a big shout out to the personal protection team at Medline, who all realized their Yetis at the same time. Emma, Miranda, Kaitlyn in Chicago, Unbelievable Yetis.

[A]

Around the world, these product managers, they get you mad, they get you hospital gear, they do logistics.

[B]

And to anyone else who celebrated something today, make it a T boy celebrate the wins. This is Jack. I own stock of Amazon and Lyft. Nick and I both own stock of Apple and Robinhood. And we both own some Bitcoin.

[A]

Bitcoin named.

[C]

Before we had AT and T Business Wireless Coverage. Our delivery GPS wasn't the most reliable once our driver had to do a 14 point turn to get back on route. A 14 point turn, an influencer even livestream the whole thing. Not good for business. Now with AT&T business Wireless, routes are updating on the fly and deliveries are on time. And the influencer did get us 53 new followers though.

[B]

AT&T business Wireless Connecting changes everything.