🏴‍☠️ “The Day the Internet Broke” — AWS’ outage. Canyon Ranch’s menopause resort. TiVo’s last day. +FBI’s art crime team

Summary

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The Best One Yet – “The Day the Internet Broke”

Podcast by Nick & Jack Studios

Episode Date: October 21, 2025
Hosts: Jack Crivici-Kramer & Nick Martell

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Episode Overview

This episode unpacks three headline business stories with the classic “T-Boy” blend of wit and insight:

• The massive AWS outage that broke a third of the Internet
• Canyon Ranch’s new women-focused $500 million wellness resort in Austin, TX
• The end of an era for TiVo, and how relying solely on technology patents can isolate a company

Each story is supplemented with humor, personal anecdotes, and memorable quotes, making it a perfect companion for your morning routine.

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Key Stories & Discussion Points

1. “The Day the Internet Broke” – AWS Outage

[06:11–10:41]

• Overview:
  Yesterday, Amazon Web Services (AWS) suffered a DNS outage in its crucial “US East 1” region, effectively knocking out a third of the Internet for several hours—including major apps, financial platforms, and even the hosts’ own podcast workflow.
• Scope of Impact:
  • 34% of the world’s top 100,000 sites run on AWS
  • Major outages: Amazon.com, Alexa, Ring, Roblox, Fortnite, Snapchat, Reddit, Duolingo, Robinhood, Coinbase, Canva, DoorDash, Starbucks, Spotify. Even Google and Microsoft services saw ripple effects due to Internet infrastructure interdependencies.
• Notable Quotes:
  • “We almost couldn’t record the pod today because Internet.” (Nick, 00:13)
  • “One third of the Internet stopped working yesterday morning.” (Jack, 07:11)
  • "If you wanted to buy bitcoin while ordering burritos listening to a Beyonce album—yesterday was the worst day ever for you." (Jack, 08:10)
  • “Cloud computing isn’t too big to fail. It’s too connected to fail.” (Jack, 09:27)
• Regulatory Gaps:
  The hosts highlight how critical infrastructure like banking and electricity are regulated, but cloud computing is not—despite its systemic importance and history of repeated outages (2020, 2021, 2023, now 2025).
• Takeaway [09:27]
  It's past time to regulate cloud computing; it is simply “too connected to fail.”

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2. Canyon Ranch’s $500M Women’s Milestone Wellness Resort

[10:41–15:26]

• Overview:
  Canyon Ranch is opening its fourth (and most ambitious) location outside Austin, TX—themed exclusively for women over 30 and focused on major health and life milestones: fertility, postpartum, and menopause.
• Industry Context:
  • “Wellness is the new nightlife.” (Jack, 11:12)
  • Canyon Ranch, founded 1979, has always served a majority female clientele; now, it’s going all-in to target and serve them with medical-grade services.
  • The spa is massive (40,000 square feet—"one football field" in Texas terms) and will offer bloodwork, bone scans, sleep screenings, and prescription therapies alongside classic spa treatments.
• Business Model Innovations:
  • The resort blurs the line between luxury hospitality and healthcare, even selling $3M condos on property to finance construction.
  • Each Canyon Ranch location now targets a specific “wellness vertical” (Tucson: longevity, Lenox: burnout, Austin: women’s health).
• Notable Quotes:
  • “Would you like your Botox during, after or before your deep tissue Swedish mud massage?” (Nick, 11:58)
  • “You gotta bring your health insurance card to the hot tub, man.” (Nick, 13:20)
  • “Milestone moments mean willingness to pay.” (Jack, 14:32)
• Stat & Market Insight:
  • Estimated 9% increase in the global population of menopausal women over five years.
• Takeaway [14:32]:
  People pay premium prices at moments that matter. Canyon Ranch innovates by packaging milestone-centric luxury and healthcare for women, capitalizing on these singular but significant market opportunities.

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3. TiVo’s Last Day – Innovation, Patents & Market Disruption

[17:38–21:26]

• Overview:
  TiVo, once a pioneer of on-demand TV and the beloved inventor of the "pause live TV" feature, has sold its last unit. The brand ultimately faded into obscurity by clinging too tightly to its revolutionary patent, missing the pivot to streaming.
• The Rise and Fall:
  • TiVo’s “time warp patent” (US Patent 6233389) allowed viewers to pause, rewind, and record television—a true breakthrough at the turn of the millennium.
  • The brand became a verb: “I TiVo’d the Yankees game.”
  • But starting in 2004, TiVo focused on defending the patent in court rather than innovating.
  • Meanwhile, Netflix, Hulu, and Amazon disrupted TV delivery, making TiVo’s proprietary advantage irrelevant.
  • Now, TiVo is just a “patent troll” shell.
• Notable Quotes:
  • “This was the first time you could pee on your own schedule.” (Nick, 19:12)
  • “Defend your moat, but don’t become an island.” (Jack, 20:40)
  • “All the resources that should have been going into research and development went to legal defense.” (Nick, 20:25)
• Takeaway [20:40]:
  Patents can protect you, but if you focus solely on defense, you miss the bigger shifts in your market. “Don’t let your moat turn into an island.”

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Notable Segment – Global Art Heists & The FBI’s Art Crime Team

[01:24–03:13]

• Hosts riff on an Ocean’s Eleven-style jewel robbery from the Louvre, segueing into a discussion about the global growth in art theft since 2020.
• Highlights:
  • “In 2020, we were all stuck at home—except thieves who liked Pablo Picasso.” (Jack, 02:09)
  • The FBI’s art crime division has recovered 20,000 stolen works worth over $1B in the past 20 years.
  • If France doesn’t find stolen Louvre jewels within a week, “they’ll likely be gone forever.”

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Quick Hitters – Business News & Fun Facts

• Apple iPhone 17 Launch:
  Apple reached an all-time high stock price on the back of iPhone 17’s robust sales (“outpacing the 16 by 14% so far.”) [22:25–22:57]
• Rare Earth Metals Deal:
  U.S. signed $8.5B deal with Australia to diversify supply away from China. [23:00–23:21]
• Rivian Engineer’s Giant Pumpkin:
  Brandon Dawson, a Rivian engineer, grew a 2,300-pound pumpkin, winning a world championship. [23:37–23:59]
• Baseball Fact:
  Seattle Mariners are the only MLB team never to make the World Series. [24:15–24:48]

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Memorable Moments & Quotes

• “Are you touching my leg?” (Jack, joking about Internet infrastructure like a game of Twister/Jenga, 09:17)
• “Wellness is the new nightlife.” (Jack, 11:12)
• “The only thing we don’t want you to send us is stolen artwork.” (Jack, 25:08)
• “Don’t let your moat turn you into an island.” (Jack, 21:26)

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Timestamps for Important Segments

• Intro & story rundown: 00:01–01:21
• International art heist & FBI art crime team: 01:24–03:13
• AWS outage story: 06:11–10:41
• Canyon Ranch menopause resort story: 10:41–15:26
• TiVo’s last day & innovation lesson: 17:38–21:26
• Takeaways recap: 21:30–22:21
• Quick business updates (Apple, rare earths, pumpkins): 22:25–24:01
• Best Fact Yet (Seattle Mariners): 24:15–24:48

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Summary Takeaways

1. Cloud computing is now so integrated into the world economy it’s “too connected to fail”—regulation is overdue.
2. Wellness is merging with healthcare as big business, especially for milestone moments, with women’s health now in the spotlight.
3. Defending your innovation is critical, but innovation stalls if you ignore the broader shifts in your market—don’t let protectionism turn into isolation.

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This summary captures the episode’s key insights, humor, and business wisdom—perfect for those who missed the show or want to sound sharp at breakfast.

Transcript

[A]

This is Nick, this is Jack, and it's Tuesday. T Boy. Tuesday, October 21st. And today's pod is the best one yet. And this is a T boy.

[B]

The top three pop business news stories you need to know today.

[A]

Okay, we almost couldn't record the pod today because Internet.

[B]

We're recording an hour late because of our first story.

[A]

Oh, yeah, our first story. Why don't we hit our three stories? What do we got on today's pod.

[B]

For our first story? If you couldn't log in, buy stock, or ask Alexa anything yesterday, that's fine, because the Internet was broken down.

[A]

What's going on, Alexa?

[B]

Amazon Web Services had an outage that broke one third of the Internet.

[A]

So Jack and I want to talk.

[B]

About a solution for our second story. Canyon Ranch. It's the luxury wellness brand that's opening a $500 million resort in Austin, Texas.

[A]

But this half a billion dollar hotel is just for women, specifically over 30.

[B]

And our third and final story is TiVo. TiVo basically invented the pause button for television, and they patented that technology.

[A]

But now TiVo is dead, and it's a case study in when motes become islands.

[B]

But Yetis, before we hit that wonderful.

[A]

Mix of stories, thank God we found some Internet. Jack, I love the mix of stories. We got lucky. We got lucky.

[B]

I didn't know there was a scarcity of Internet until today.

[A]

We're gonna need more Internet. More Internet, please.

[B]

Yetis, art imitates life. But sometimes life imitates art. Right?

[A]

So you probably have heard about the wild robbery straight out of Ocean's Eleven that just happened at the Louvre.

[B]

Thieves stole priceless jewel from that famous museum in Paris over the weekend.

[A]

Not possible. They were in and out in seven minutes. And left with a crown that held 3,000 diamonds.

[B]

It was actually a D and m from the 18th century.

[A]

Nick. It's like a fancy tiara. If you know, you know.

[B]

But yeti's the most visited museum in the world. This happened in broad daylight.

[A]

We're talking the home of the Mona Lisa. The Mona Lisa, my friend.

[B]

And yet these guys pulled it off. But it turns out stealing art is a booming global industry.

[A]

Jack and I jumped in T boy style. And it all begins in the year year 2020.

[B]

In 2020, we were all stuck at home. Except thieves who liked Pablo Picasso. They got outside.

[A]

If you had a thing for impressionists, you got some sticky fingers.

[B]

More robbers hit up museums, dug up historic sites, and raided old mansions than ever, starting in 2020.

[A]

In fact, in the first year of the pandemic, illegal excavations jumped 3x over in Africa.

[B]

Kind of makes sense.

[A]

It does.

[B]

Finance has gone all digital, so it's hard for like low tech thieves to steal stuff. The vaults are empty, so bad guys.

[A]

Pivoted from banks to baroque period paintings.

[B]

The FBI actually has an art crime division to stop these criminals who didn't get into prison and still are really hurt about it.

[A]

It's like law and order SVU, but for Rembrandts and Botticelli's.

[B]

So in the last 20 years, this FBI division has recovered 20,000 pieces of stolen artifacts worth over a billion dollars.

[A]

And the New York Times did an interview with that FBI arts team last year. And Jack, how do they think things are going? Not too shabby, besties. Experts are saying that France has just one week to find those stolen jewels or they'll be gone. Likely forever.

[B]

So if your buddy got engaged last weekend.

[A]

Yeah, Double check the stones. Hey, Kara, how many carrots you say that thing was?

[B]

I'm sorry, 3,000 diamonds.

[A]

I'm gonna have to zoom in on that picture. Jack, let's hit our three stories. Fifteen years before this song, two boys from the northeast met in the dorm. They had an idea to cause a cultural storm. It's the best one yet. But the best is the norm, Jack. 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 show. Start the show. First, a quick word from our sponsor.

[B]

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[A]

Yetis, what does the future hold for business?

[B]

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[A]

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[A]

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[A]

Boy that's netsuite.com Tboy netsuite.com T Boy.

[B]

This show is sponsored by BetterHelp.

[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.

[B]

It's secondhand trauma now.

[A]

They do get paid to hear it.

[B]

But still, I appreciate how welcoming my therapist is to my dirty laundry.

[A]

So, besties, since October 10th is World Mental Health Day, we'd like to thank.

[B]

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[A]

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[A]

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[B]

H L P.com tboy.

[A]

For our first story. Websites, apps, emails, they all stopped working yesterday. It felt like a third of the Internet called in sick.

[B]

The reason was an outage from Amazon Web Services because some tech is too connected to fail.

[A]

Oh, yetis. You felt it. We felt it. Even your mom, who's barely online, felt that the Internet broke yesterday, not because something awesome happened. Yeah, good point, Jack.

[B]

But because something extremely lame did.

[A]

The technical term is DNS issues at AWS, Amazon Web Services.

[B]

Specifically DNS issues at US East 1, which is the availability region of Amazon's cloud computing that covers the eastern time zone.

[A]

Okay, first trigger warning. If you hear DNS issues, it's going to give PTSD to anyone who works in DevOps. Over at a tech company, there's a.

[B]

What's it called? Like a code red room that you got to get to ASAP right now.

[A]

Oh, yeah, yeah, we got a code red.

[B]

Go rip.

[A]

So naturally, Amazon explained this huge issue using language that nobody could really understand.

[B]

But what we could all understand is that one third of the Internet stopped working yesterday morning.

[A]

Literally. How many things stopped working? Exactly, Jack.

[B]

We'll provide a list. That's just the very tip of the iceberg.

[A]

Okay, get this, Besties. Among the world's top 100,000 websites, Amazon Web Services powers 34% of them.

[B]

So, basically, one third of the world's Internet. Yeah. Had an Error 553 message yesterday.

[A]

Sit down, stand up and unplug us again. Yetis with Amazon Web Services not working. Amazon Services were not working.

[B]

Ring security cameras, Alexa's voice assistant, Amazon.com, all nada.

[A]

Okay, but also popular apps, nothing to do with Amazon. Were not working.

[B]

Roblox, Fortnite, Snapchat, Reddit, Duolingo. None of them worked.

[A]

Finance industry. You want to buy some stock on Robinhood or trade some bitcoin over on Coinbase? Not working.

[B]

Canva, Doordash, Starbucks, Spotify, down, down, down, down.

[A]

If you wanted to buy bitcoin while ordering burritos listening to a Beyonce album.

[B]

Yesterday was the worst day ever for you.

[A]

And you couldn't get a pumpkin spice latte either.

[B]

Even the decentralized blockchain was down for many yesterday. Good point, Jack, because you need the Internet to see what's going on on the blockchain.

[A]

And it wasn't just America either.

[B]

The United Kingdom's government websites were down, and they're an ocean away from us.

[A]

East one Now, Bastis, Jack and I did our best to jump in T boy style. We actually put the podcast on pause because we couldn't send the files to our editor. It was wild.

[B]

Now, officially, the outage lasted for three hours and 25 minutes, starting at 3:11am Eastern Time yesterday. But it lingered all day.

[A]

We couldn't send these files. We could barely do the recording. It was way longer than that.

[B]

Get this. Even Gmail and Google.com had huge spikes in reports on Downdetector.com.

[A]

And how could that be, man? Like Google and Microsoft, they have their own cloud computing businesses, right?

[B]

They don't use aws. But the Internet's invisible tubes are so tied up right now that if one fails, the others fall to. Like a game of Twister.

[A]

Or is it a game of Jenga?

[B]

Are you touching my leg?

[A]

I think it's Connect 4 while playing Jenga on a Twister board. Jack, what's the takeaway for our buddies who are everyone who couldn't do anything online yesterday?

[B]

Cloud computing isn't too big to fail. It's too connected to fail.

[A]

Now, yetis, the Fed regulates our banks. Our states regulate our electric companies. But who regulates cloud computing?

[B]

The three cloud computing giants act as critical invisible infrastructure to the world's economy.

[A]

Now, typically that kind of designation, a critical infrastructure, it comes with some heavy regulation.

[B]

Because of their systemic importance. We regulate the hell out of banks. They must have redundancies and extra safety and security measures in place.

[A]

And for the same reason, states regulate our electricity companies, but our legislators haven't.

[B]

Set up similar oversight for cloud computing. Now, Nick, is the market regulating itself in the absence of regulation?

[A]

Now, Jack, I'd say no, because this has happened to Amazon Web Services in 2020, 2021, 2023, and now 2025.

[B]

But with only two competitors, none of the outages have affected AWS's huge market share. Besties.

[A]

Amazon Web Services is the backbone of the Internet. When it stops working, the Internet calls in sick.

[B]

Sick days are awesome. I mean, I. It was actually kind of nice picking up a book yesterday.

[A]

I'll see you in two days.

[B]

But Nick, we're lucky. This one only lasted a day or less for our economy's sake.

[A]

Yet it is time to regulate cloud computing. They're simply too connected to fail. For our second story, Canyon Ranch is opening a $500 million resort down in Austin, Texas, targeting one specific customer, women over 30.

[B]

Because the biggest opportunity in hospitality is milestones.

[A]

Yet Jack and I have been looking at the numbers and alcohol consumption is at all time lows. Massage prices are at all time highs.

[B]

Wellness is the new nightlife. Nick. I went to a sound bath a couple months ago. I just sit on the floor with my legs up against the wall listening to like vibrating noises for like an hour.

[A]

Jack did that at 9pm on a Saturday to sprinkle on more context. So it makes sense that Canyon ranch has raised 300 million DOL in venture capital money for its fourth wellness resort.

[B]

Founded in 1979, Canyon Ranch is the OG when it comes to wellness retreats.

[A]

Yeah, they got one in Lenox, Massachusetts, one in Tucson, Arizona, and one they had in Santa Cruz, California.

[B]

Now, Yetis, for 20 somethings, a wellness retreat means going to Tulum for a yoga thing.

[A]

Okay, but what does it mean for 30 somethings these days, Jack, spending two.

[B]

Grand a night at this all inclusive extreme spa?

[A]

I'm sorry, sir, would you like your Botox during, after or before your deep tissue Swedish mud massage?

[B]

I don't know, Nick, but the website shows a bunch of women doing Shavasana on air mattresses that are floating in a pool.

[A]

Yeah, Molly, Got invited down there once. I tried to be her plus one. Didn't work and there was an argument. So here's the news, besties. Canyon Ranch is Now building a $500 million resort just outside Austin, Texas with the largest spa in the state.

[B]

40,000 square feet, or in Texas terms, one football field. That's the size of the spa.

[A]

Everything is bigger in Texas, including the facial injections. Now besties, here's what Jack and I find fascinating about this half a billion dollar resort. Jack, why don't you tell them it's.

[B]

Actually part hotel, part hospital. You see yetis, for the last 46 years, Canyon Ranch customers were 2/3 women.

[A]

Yeah, like your typical girls trip, looking to splurge like white lotus season three. If you know, you know.

[B]

So this new fourth resort in Texas, it's focused just on women.

[A]

Yeah, they recognized who the power user actually is and they made something just for them.

[B]

But it's not just for them to medit, it's for them to medicate this time too.

[A]

That's right, because when you go to this new Canyon Ranch resort, you would be getting blood work, bone density scans and sleep screenings.

[B]

The spa menu, yeah, it's like something out of Grey's Anatomy.

[A]

I mean we're talking prescription based therapies. They're giving you you gotta bring your health insurance card over to the hot tub, man.

[B]

Now the differentiator here is they're focused on specific women's health needs. It's kind of first of its kind.

[A]

Fertility, postpartum and menopause, that's the focus.

[B]

And they're catering to a wealthy customer who's willing to fly to a specific Canyon Ranch for their specific needs.

[A]

That's right, because they've rebranded each location. Tucson is for longevity, the Lenox Mass location is for burnout, and the new Austin location, overall, women's health.

[B]

But what Canyon Ranch is showing us is the blurring of the line between the wellness industry and medical treatments.

[A]

Like trends have hopped back and forth between the two. Mental health evolved from antidepressant pills to meditation apps.

[B]

But weight loss has evolved from gym memberships to ozempic treatments.

[A]

Canyon Ranch's challenge is to merge both of these industries into one single service.

[B]

Can it coexist in one business? We don't know.

[A]

Side note, by the way, Canyon ranch is selling $3 million condos on the new property to help pay the upfront costs for the half a billion dollar resort.

[B]

Which means there's probably gonna be a.

[A]

Golf course and no, we don't have any Coupon codes. So, Jack, what's the takeaway for our buddies over at Canyon Ranch?

[B]

Milestone moments mean willingness to pay.

[A]

Now, yetis a reality that Jack and I know is two guys who are also married women just have more physical mil than we do.

[B]

In a 20 year period, a woman may go through fertility changes, pregnancy, postpartum and menopause.

[A]

What do we go through, Jack, in that period?

[B]

The biggest change we see is some gray facial hair. Don't look. Maybe some dance floor injuries too. Because you're denying the fact that you're getting older.

[A]

In fact, the world population of menopausal women is expected to jump 9% in the next five years.

[B]

And finally, the market and capital is paying attention to that.

[A]

Because, Jack, people tend to pay a premium when approaching life's milestones. Right?

[B]

And Canyon Ranch has found a way to target multiple milestone moments for women besties.

[A]

You can only go through milestones once, but people will pay to go through them the right way. And you know what that means, Jack? It's a profit.

[B]

Puppy. Dude, I know it's coming. Now when you say you know, you knew it was coming. You always know it's coming.

[A]

We can only use it once. And that was. That was the ch ching button. Now a quick word from our sponsor.

[B]

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[A]

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[B]

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[A]

We're already thinking about holiday vacation. You gotta book these things early these days.

[B]

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

[A]

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

[B]

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

[A]

You can host your entire place or your extra space.

[B]

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.

[A]

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

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[A]

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[A]

For our third and final story, it's TiVo. The pioneer of on demand television and DVR has sold their very last TiVo.

[B]

TiVo is a warning that if all you do is protect your technological moat, you'll end up alone on an island.

[A]

Yeah, it is, Jack. And I should sprinkle on some technological historical context here, shouldn't we, Jack?

[B]

As mid range millennials. Yeah, let's do that, Nick.

[A]

TiVo. It became a verb around the same time, like Googling did. Right? Man, years before Uber, people were like.

[B]

Oh, don't worry, I TiVo'd the Yankees so we don't have to rush to get home.

[A]

Venmo schmenmo. It was all about the TiVo TiV, the original television recording innovation.

[B]

Founded in 1997. IPO'd in 1999, TiVo was a publicly traded company worth a billion dollars.

[A]

How about we just have Matthew McConaughey prove the cultural impact of TiVo to our Yeti listeners out there?

[B]

Push and play. They hook up the TiVo yet?

[A]

Good gosh. What?

[B]

What? The TiVo, they hook it up?

[A]

No, the guy didn't come.

[B]

What? TiVo is a business that is all but dead. Pretty much the only thing TiVo still does is defend their old patents.

[A]

But yetis. Here's the patent in question. US patent number 6233389. It was both TiVo's greatest accomplishment and its eventual undoing.

[B]

Known as the time warp patent. This was the patent that let people pause, rewind and record tv. Up until this patent, yeah, TV was just a fixed schedule. You could not pause it.

[A]

Well, we repeat to Gen Z, Jenny out there in the pre streaming era, this was the first time you could pee on your own schedule.

[B]

Yeah, you didn't have to time up your bodily functions with the commercials that occurred every nine minutes.

[A]

That was the innovation of TiVo. Great technology. But from 2004 until literally today, they've just been suing for patent infringement.

[B]

Meanwhile, while TiVo is in court defending that one precious patent, streaming became a massive industry, starting with Netflix.

[A]

And Jack, you don't need a TiVo if you're enjoying Stranger Things on Netflix, do you, man.

[B]

And that's when the cable TV using customer that TiVo relied on began cutting the cord.

[A]

TiVo was so busy defending its patent in court, it missed the whole streaming revolution pivot.

[B]

TiVo was in prime position to become like Roku.

[A]

Yeah, Jack, they could have been turning dumb TVs into Internet connected smart TVs. That was an option, but.

[B]

But it didn't. Instead, it kept on selling these DVR recording boxes and defending their patent in court.

[A]

And now TiVo is no mo.

[B]

It's owned today by a patent troll who makes money only through lawsuits.

[A]

Yeah, the mistake. Well, Jack, at the end of the day, what was the mistake?

[B]

All the resources that should have been going to research and development instead went to legal defense.

[A]

Yeah, legal. And no offense to lawyers out there. Jack and I are both the sons of lawyers. But. But they're not exactly growth hackers, are they, Jack?

[B]

They're not thinking about upside.

[A]

Don't sue us for that one, by the way. So, Jack, what's the takeaway for our buddies over at TiVo?

[B]

Defend your moat, but don't become an island.

[A]

Yetis US patent number 6233389. Great technology. It provided convenience to customers and profits to TiVo.

[B]

It was TiVo's precious. And it made sense to defend that great patent and coin. But you have to look beyond your technology to see what the rest of the market is doing.

[A]

In the early 2000s, every traditional cable company was trying to cross that moat and steal TiVo's technology.

[B]

But the disruptors like Netflix, Hulu and Amazon Prime Video, they weren't interested in TiVo's moat whatsoever. It was irrelevant to streaming.

[A]

So besties added up. And patents are a powerful advantage. But they can distract you from bigger market forces outside of your moat.

[B]

Don't let your moat turn you into an island.

[A]

Jack. It's T boy Tuesday. Could you whip up the takeaways for us over there?

[B]

Side note, Nick and I had to switch from our normal recording software to a different one because halfway through the story, the website crashed because of this AWS thing. AWS caused huge Internet issues across the world. Yesterday, one third of the web was down.

[A]

Cloud computing, it's not too big to fail. It's too connected to fail.

[B]

For our second story, Canyon Ranch is opening its fourth location in Town Texas. It's wellness meets medicine.

[A]

And they're catering to women's milestone moments because milestones mean willingness to pay.

[B]

And our third and final story, TiVo has sold their last TiVo. Its DVR patent was its greatest invention, but also its eventual undoing.

[A]

Besties, defend your technology, yes, but don't let it distract you from the bigger things happening in the market.

[B]

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

[A]

First, Apple stock shockingly closed at an all time high yesterday. You know we've been joking about how like every year the Apple iPhone event is like very marginal, right Jack?

[B]

But we've also been joking about their non existent AI strategy and their headsets that. Yeah, I've only seen one in the wild.

[A]

What headsets? But apparently the iPhone 17 is their best launch in years according to early sales numbers. Full disclosure, I just got one.

[B]

The iPhone 17. Their sales are outpacing the 16 by 14% so far.

[A]

Full, full disclosure, I'm recording this podcast on my end with an iPhone 17.

[B]

Apparently this a super upgrade cycle.

[A]

And second, forget gold, the real metal everyone cares about these days are rare earth metals.

[B]

And yesterday the United States signed a deal with Australia for a rare earth Metals deal worth $8.5 billion.

[A]

And now Besties. Remember last week we told you about how China has 90% of the rare earth metal market and they are now restricting exports to the United States Next.

[B]

Month we said we need operation warp speed 2.0 to start mining and processing them here in the States. But Trump signed a deal with Australia in the meantime, which is a good short term win.

[A]

And finally, 10 days to Halloween. And we just found the most surprising business story yet.

[B]

An engineer at Rivian has a wild side hustle.

[A]

This is great.

[B]

He engineers pumpkins to be gigantic. Yeah.

[A]

Brandon Dawson designs electric trucks at Rivian on his day job. But he also grew a 2,300 pound pumpkin over the weekends, which is record setting. It is.

[B]

It won the title at the world championship pumpkin competition, which is right at Half Moon.

[A]

Bay, apparently I missed it last weekend.

[B]

Jack, I'm shocked they didn't Instagram target you with giant pumpkin tournament ads.

[A]

I'm just not an agriculture guy. Now, time for the best fact yet. This one whipped up by Jack and me because we thought you gotta know.

[B]

This Today, right now, as we record this show, Game seven of the American League Championship Series is happening in baseball.

[A]

Now, we don't have a winner yet, but here is a wild fact about the Seattle Mariners who are playing in that game.

[B]

Seattle is the only active major league baseball team to never make the World Series.

[A]

We repeat every other of the 29 teams have made it to at least one World Series. The Yankees have made it to like a billion of them.

[B]

Even the Rockies made it once. The Dodgers made it once. The Marlins have made it twice. But Seattle has never gone to the World Series until maybe right now.

[A]

Despite being the most caffeinated team in the league, they have just not made it all the way. Yetis, you look fantastic today. And if you have got the best fact yet, we want to get that fact. Maybe even your voicemail on this podcast. How do you do it, Jack?

[B]

Scroll down to the show notes and tap the link. We have a Google form, it's easy to fill out.

[A]

Yeah. Submit your facts, submit your voice recording. We love getting those on the show. The only thing we don't want you to send us is stolen artwork. We don't want any stolen artwork.

[B]

I don't want to be a part of that laundering situation.

[A]

We can't be involved.

[B]

I love doing laundering, but not this laundry.

[A]

Jack and I will see you tomorrow. And before we go, a happy birthday to legendary Yeti, Sushi, Suda, Siri, sop in lovely Los Angeles, the meta product designer of the year.

[B]

And happy 34th birthday to Devin in San Diego, California, crushing this busy season.

[A]

And Chloe Gandolf. He's turning 13 years old, celebrating the big one in Covington, Louisiana.

[B]

You shall pass, Chloe. You shall.

[A]

And a shout out to my legendary professor from business school, Professor Judd Kessler, who just wrote a book, Lucky by Design. It's about the hidden markets that determine who gets what in everyday life.

[B]

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

[A]

Including Professor Judd Kessler. Even though that was the hardest class in business school, Jack, it's called magic.

[B]

What grade did you get?

[A]

And it's a story for another cause.

[B]

This is Jack. I own stock in Netflix and Reddit. Nick and I both own stock in Apple, Robinhood, Spotify, and we own some.

[A]

Bitcoin Bitcoin named Ben.

[B]

If you like the best one yet, you can listen ad free right now by joining Wondery and the Wondery app or on Apple Podcasts.

[A]

Prime members can listen ad free on Amazon Music.

[B]

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

[A]

Get to know know you. When too much work bogs you down, Asana helps you handle it. AI makes it easy to hand off routine tasks and stay focused on important work. That's how work gets handled. Visit us at asana.

[B]

Com.