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This is Nick. This is Jack. Welcome back. It is Monday, January 5, 2026, and today's pot is the best one yet. This. Oh, this is a t, boy.
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The top three pop business news stories you need to know today.
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Yetis, we are back and we are tanner than two weeks ago, ain't we, Jack?
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Well, I caught some ice rays on the chairlift.
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That's a real thing.
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You caught some actual sun rays down in sunny San Diego.
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And good news, besties, because our first pod of 2026 is already our best.
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Pod of 20, and stocks are already at an all time high for the year. That's literally true.
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It's a true story because today is our predictions pod, our three big business wishes for the new year.
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Nick and I don't have a crystal ball, but we do have a crystal ball.
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So, Jack, our three big business wishes. What do we got on today's pod?
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Our wish number one is that OpenAI should build an entire town with homes, data centers and nuclear power.
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An AI company town. Call it Sam Land, because AI ain't just an industry. AI is a world.
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Our second big business wish of the year is that Starbucks should launch a chain of libraries. Yeah, that's right. Latte libraries, bestie.
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Starbucks needs a Turnaround plan for 2026, and a library is the ultimate third place.
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And our third and final big business wish of the year. SpaceX should host the Olympics in outer space. SpaceX?
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They're IPOing in 2026. Why not host an Olympic event in the 2028?
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But Yetis, before we hit that wonderful and wild mix of business wishes we.
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Got, we got to pause the pod so everyone can absorb what we just said here.
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Jack, we go bold, baby. We're not predicting that TikTok is going to get sold this year. Everyone knows that's true.
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Spoiler.
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We're predicting something wild. Just to expand your imagination, we actually.
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Spent the whole break on these, and we love, love putting these together for you.
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But, Nick, the number two rule of prediction podcast. What is it?
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Is that we got to check ourselves from last year's predictions pod.
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So I'm whipping out the whiteboard. How did we do last year?
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All right, Jack, I'm adding up the numbers here, and last year we went 1 for 3.
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Ish to sprinkle on some context. We call them wishes because we wish that these things would happen.
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And we think there is a solid business case for each one of these that they could and should happen. So, Jack, let's dig into last year's predictions.
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Last year we wished that Apple would launch the itoilet.
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That was a good one.
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An Apple branded smart toilet.
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And the result was. No, no. Yeah, no. Unfortunately the itushy did not happen year.
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Although I saw more bidets last year than ever before.
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Oh yeah, good point, Jack. If there was a pure play bidet stock, I mean we would buy that thing.
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I'm still looking for it. Now, our second big business wish of last year, we wished that Home Depot would start selling actual homes.
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Home Depot homes. Revive the Sears mail order homes from the past to solve today's housing crisis. Nope.
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Home Depot sold full size skeletons for Halloween decorations.
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But we were wrong on this one. Home Depot sold no full sized homes.
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Our third big business wish of last year, we wish that Disney would acquire Spirit to create Disney Airlines.
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Spirit Airlines was near bankruptcy. Mickey was doubling down on parks and cruises. So Jack, how did we do on that prediction?
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We were kind of right on this one.
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I'm going to round up and say we're right on this one.
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Now, Disney did not acquire Spirit Airlines. Spirit ended up declaring bankruptcy again last year.
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But Disney did launch a Disney themed airplane with Alaska Airlines, which is basically what we predicted. So round that one up and yeah, we'll count it as a win.
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So checking last year's predictions, we were 1ish for 3.
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But Jack, what's the number one rule of predictions podcast?
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It's that there's no such thing as a wrong prediction. It just has. It just hasn't happened yet.
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Jack, let's hit our three wishes for the new year.
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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.
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50%.
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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.
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So just start the show.
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Start the show.
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First, a quick word from our sponsor.
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For our first big business wish of the new year. OpenAI will build housing, data centers and nuclear power. A modern company town with AI apartments.
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Because AI isn't just an industry. AI is changing our civilization.
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Yetis, there is no question that AI will be the industry at 2026, just like it was for 2025.
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But while the investor community is amped about AI, voters aren.
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Yeah, he's got a bigger brand image problem than Drake these days.
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So we think it's critical that AI leaders prove to society that more than just the rich will benefit from this AI revolution.
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Jack just added himself as a Drake fan.
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Just there by not jumping in and, like, correcting you.
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I'm just kidding. I'm kidding. I'm kidding. I know you're a Kendrick guy, but Jack and I were kicking around a couple ideas.
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Like.
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Jack, you want to share that idea we had about Nvidia?
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We think Nvidia could program their chips to automatically have watermarks on any AI generated images or videos that their chips produce.
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Basically an AI warning sticker. This is fake.
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Nvidia would be sending a message to society. You can buy our AI chips, but you're not allowed to use them to try to trick people.
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It's a good idea, but instead we would like our business wish for AI to be to Sam Altman.
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OpenAI should build America's first new company town in 100 years.
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We're talking AI houses, energy and offices all in one place. We call it SAM Land. And we'll explain.
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But first, sprinkle on some context, please. Jack, if China ends up beating America in the race to artificial intelligence supremacy, it's probably because China has more energy than we do.
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And why is that, Jack?
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It requires 10 times more electricity to compute a chatbot query than it does a regular Google search.
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And that's why the AI boom has maxed out our grid. And the wait list for new natural gas turbines is three years long.
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We're simply out of electricity. That's why Sam Altman has invested in oclo, a next generation nuclear power company whose stock quadrupled in 2025.
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Now Oklo is building their first nuclear plant in Idaho to power Data Centers for ChatGPT. To answer your queries about gift ideas.
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But we think Sam Altman should go one step further.
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Yes, we do.
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We think he should build housing for the workers of that nuclear power plant and the AI data centers that will be around it.
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In fact, we want him to go even further than that. We think that HOUS could be smart housing filled with hardware that puts AI to use.
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Hey Chat, turn down the temperature. Hey Chat, turn up the movie. Hey Chat, read me that chicken recipe.
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Basically a proof of concept for AI living. Stick AI into every ottoman in the building.
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So it's an AI company town. And Sam could offer these AI houses at subsidized prices as a thank you for coming and living in his community.
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Creating real positive economic impact.
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So we see it as a three birds opportunity.
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It feeds three birds with one scone.
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He could use this AI money to help alleviate America's housing crisis and to generate carbon free electricity and to demonstrate the livability of AI lifestyles.
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There's only one thing you shouldn't do, Sam. And you know what that is?
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Don't invite Adam Neumann to lead this project. Yeah, yeah.
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So, Jack, what's the takeaway for our buddies over at Sam Altman's? Sam Land?
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Titans of industry love building company towns.
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Yeti's history shows us that when new industries are born, entire towns get built around them.
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The railroad boom led to Pol Pullman, Illinois, a town that built one thing and one thing only. Pullman rail cars.
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The chocolate boom led to Hershey, Pennsylvania, a town that did one delicious thing and one delicious thing only. Hershey kisses.
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Actually, they eventually did Reese's Pieces too.
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And you've got the space boom right now that's led to Starship, Texas, an incorporated town with the statue of Elon Musk.
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Why not Altman, Idaho, be the next company town.
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Play to Sam's ego and show the country that the AI boom doesn't just benefit tech venture capitalists.
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If OpenAI really wants to build $1.4 trillion worth of data centers, he's going to need voter support to get that done.
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AI is changing civilization. Besties. Sam could create a new civilization around.
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All the AI hubs and build a bunch of houses and let a bunch of people benefit from it.
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The AI company town of Sam Land. For our second wish of 2026, it's that Starbucks would create Starbucks libraries.
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To turn around the Starbucks brand and get back to its third place philosophy, Starbucks should launch Latte Libraries Besties.
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One of our most popular takeaways from last year was that Starbucks ain't facing disruption, it's facing erosion.
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Dutch Bros. BlackRock Coffee. Blank Street Coffee. These smaller coffee chains have the cool factor right now and are eating up Starbucks market share.
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We've seen it in the story of last year. Starbucks closed 430 stores in the fall and had a union protest over Thanksgiving.
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Consumers are annoyed that the 170,000 different coffee combinations At Starbucks take forever to prepare.
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I got cappuccino paralysis. The only thing working in Starbucks right now, Jack, I think it's the bear shaped barista bottles, right? Yeah.
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They sold out and made customers very angry because they were so adorably cute.
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But besties, here's the problem. You can't just pumpkin spice your stock back to growth, can you Jack?
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The stock fell last year and Starbucks is still down 30% from its all time high price.
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Starbucks has been in its decaffeinated era for four years now as far as we can tell.
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And not even the new star CEO from Chipotle has been able to turn things around.
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So yetis, Jack and I have an idea. It's not a new drink, it's not a new mug and it's not a Labubu latte. It's the Starbucks library.
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A latte library. Here's the idea. Renovate select Starbucks stores to prioritize reading, writing and studying. Like a library.
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Maybe the occasional nap. Picture a Starbucks reserve. But the focus is shelves filled with books, not beans.
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You can order coffee, but you don't have to. You encourage customers to come in with lounge furniture and spend four hours if they want, writing the chapter of their next novel.
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I mean Jack, F. Scott Fitzgerald's probably, probably would have written the second Great Gatsby sequel if he had a Starbucks library on Long Island.
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Starbucks could even partner with public libraries. Toss a Starbucks kiosk in there and show the world that you are pro book.
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I mean Jack, you've told me like some of your fondest memories as a kid.
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Like my dad loved Barnes and Nobles, so my memories are my parents sipping Starbucks while I read magazines from the Barnes and Noble. It was a great time.
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I'm curious what kind of magazines? Well, Starbucks within a Barnes and Noble is directionally aligned with our latte library.
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Yes, it is. And it fits some macro trends. Books are booming while the anti screen.
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Movement continues even though bean prices are at all time highs. So is your demand for the double digit lattes.
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So from a trend perspective, a Starbucks latte library. Pig backs on all three of those.
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Okay, but here's what we find fascinating. There also is precedent, right?
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Jack, in July we did a story on this pod about a Starbucks location in China that turned their stores into into a study hall for students.
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No coffee buying requirement there. They just gave some much needed space for you to open up some huge econ textbook in the Starbucks.
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The goal of that China strategy was to win the goodwill of young people. It was a great idea. We think it should come stateside.
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Now it's time to scale it and let Jack finally enjoy that Maxim magazine in peace. So, Jack, what's the takeaway for our buddies over at Starbucks?
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The Starbucks library is a beta that the third place still exists.
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Yetis, Starbucks brand was designed by Howard Schultz on one key ideal, the third place.
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The third place. Not home, not work. A third option where people can exist between the two.
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But in the last 55 years, Starbucks has lost that third place appeal.
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A billion dollars of orders at Starbucks last year were delivery. People seem to prefer grab and go instead of sit and sip.
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Now, Starbucks could chase that trend, right, Jack? Like ditch the whole third place ideal and just prioritize it. Speed.
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But the CEO Brian Nichols said they're not doing that. Restoring the third place is a priority for Starbucks.
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And we love that he's focused on that. You know, a Starbucks that prioritizes books, reading and spending time, that would be.
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The ultimate expression of a third place.
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So, Brian, we're fans, we know you're listening too, man. Fixing Starbucks, it ain't an easy job.
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But adding books to the beans is an idea we think is worth pursuing.
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Yeti's, the Starbucks latte library. That should be in the 2026 turnaround plan. Now a quick word from our sponsor.
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For our third and final wish, it's that SpaceX should revive the International Space Station and tie it to the Olympics.
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One competition in the 2028 Olympic Games should happen in outer space.
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Yet if AI is the industry of 2026, then space will be the space of 2026.
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Yes, it will. We covered earlier last month that Elon confirmed plans for an IPO for SpaceX in 2026.
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And then a week later, we got this shocker. The company SpaceX entered the quiet period a key part of a formal pre IPO process.
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So the undisputed leader in space already tripled their private valuation in 2025 and now may double it again 2026 with an IPO.
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Besties, big deal here. SpaceX is reportedly targeting a $1.5 trillion IPO valuation, the biggest ever. Jack, could you sprinkle on some context.
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If SpaceX hits 1.5 trillion, that's 187 lifts.
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Yeah, it would be the 10th biggest company in the world.
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And its ticker symbol would probably be Mars.
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Now, jetties. Jack and I have talked to you before about the business of SpaceX. But now it's time for us to talk about what should be their business.
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You see, Yetis, SpaceX should resurrect the International Space Station to reestablish global cooperation as we enter the galaxy.
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The International Space Station is the single most expensive thing humans have ever built in history.
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You think the new Yankee Stadium was expensive? The International Space station has cost $150 billion.
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Makes the pyramids look like an impulse buy.
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But the ISS is scheduled to be deorbited and decommissioned in 2031.
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That's right, Yetis. The International Space Station's coming down and the timing is so wrong. Right, Jack?
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Because right now, for the first time in like 50 years, space is getting hot again. It's cold up there, but it's also hot in 2027. SpaceX is bringing humans back to the moon for the first time in 50 years through NASA's Artemis program.
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And after that, SpaceX's stated company mission is to colonize Mars.
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Meanwhile, Jeff Bezos in Blue Origin, they're landing rockets back safely on Earth, which is an amazingly accomplishment.
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Okay, one second. Houston, I gotta pause the pod for a second. Before we do all that, wouldn't it be helpful to set some ground rules for all this space stuff?
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Like who's in charge in outer space?
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Yeah, like, Jack, if we build on the moon and Mars, whose jurisdiction will it be?
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Will the United States be in charge? Will SpaceX be in charge? Will Rick Moranis be in charge?
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Katy Perry would like a few words. You see, besties, as humans enter interplanetary life, we should do so as humans, not citizens of one nation or another.
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Which leads to our takeaway.
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So, Jack, three, two, one, ignition. What's the takeaway for our buddies over at SpaceX?
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SpaceX should host the Olympics in outer space.
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Yeties. There is nothing more symbolic of peace and human cooperation than the Olympics.
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The Winter Olympics start next month. We represent our countries and we compete peacefully as global citizens.
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Well, with the International Space station being decommissioned, SpaceX could ensure human cooperation continues in space with our idea.
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Imagine a chess competition in the International Space Station as part of the 2028 Olympics. Oh, Jack.
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What if SpaceX hosted a gymnastics competition on the moon without gravity?
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It would be symbolic, but symbols matter. Yes, they do the symbol is that nobody owns the moon or outer space. It belongs to all of us. Besties.
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The ISS could be renamed to the ISS, the International Space Sports Station.
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SpaceX should host a 2028 Olymp Olympic competition in outer space.
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And if you think this idea is too out there, remember who the CEO is. Jack, just as I predicted. Could you whip up the takeaways for us? For our three business wishes of 2026.
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OpenAI should build Altman, Idaho, a company town with AI housing, data centers and nuclear power.
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It's a wild idea, besties. But an AI company town might just boost the brand of AI among voters.
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For our second story, Starbucks should turn some of their coffee shops libraries that also serve coffee.
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It's the Latte Library. And it would be a bold bet that the third place still exists.
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And our third and final wish for 2026, SpaceX should revive the International Space Station before it comes down and add an Olympic event up there.
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SpaceX. You're IPOing in 2026. Why not host 2028 Olympic gymnastics in space?
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But besties, this pod's not over yet. Here's what else you need to know. Oh, shoot. No, no, no. Here's what else we wish would happen this year in business.
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Yeah, we had a few more predictions we wanted to share with you. First, the Equinox Airport Lounge. Equinox should build the first airport health and Fitness Center.
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2025 was the year of the airport lounge. 2026. We'll get the first airport gym.
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I mean, every consumer hates being stuck at the airport. What if there was a gym, a sauna, a few showers? Would it kill you for that?
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I would relish the layover. If I had the opportunity to go to the gym and work out and.
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Shower, I would choose a la Jack.
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So put the Equinox Airport Gym right on top of JFK and right on top of LAX to start another business.
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Wish we also whipped up. Amazon should add a Buy Local button right beneath Buy Now.
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Amazon should use AI to find out if the thing you're about to buy on Amazon is also available on your local main street and give you the option to buy local in that case.
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As for the business model, Amazon could ship it to make money that way or take a tiny referral free if you buy it in person.
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This wouldn't be charity, Amazon. It would let you make money and let America's main streets survive.
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And one more business wish we got Kill the Theocracy.
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What are you, a revolutionary, Nick?
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I mean, I'm Gonna die on this hill. Jack. We should wish that DoorDash. We predict DoorDash will be the first delivery app to eliminate the service fee.
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DoorDash should pull a robinhood by eliminating a key industry fee, the service fee, and become the delivery app that people love.
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Oh, Jack, is this DoorDash pulling a Costco and making all their profit through one thing thing, an annual membership instead?
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That's what they should do. Restaurants would love DoorDash. Customers would love DoorDash if they kill the service fee fee.
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Free pad Thai. Now time for the best fact yet of 2026. And it's all about 2026.
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Well, first of all, it's not just us doing this. Wall street loves to make predictions.
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I mean, there's nothing investors appreciate more than a good prediction check.
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Every January, all the stock analysts from all the investment banks publish their predictions about your portfolio and where it's going this year.
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Where will the S&P 500 end 2026? But here's the question. Are they accurate?
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No offense, Wall street, but not at all.
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Get this. According to the New York Times, from 2003 to 2023, the median stock forecast was off by 14 percentage points.
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14 percentage points.
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We whipped up some examples for you. In 2023, the prediction was that stocks would rise by 6%.
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But in reality, stocks rose by 22% in 2024.
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Predicted that markets would go down, but.
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They went up by 25%.
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And just one year ago, Barclay said that stocks would drop because of the.
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Trade war, but they jumped by 15% to an all time high.
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Sebastie's add it all up and whatever stock market prediction you hear right now, we predict it's the wrong prediction.
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Nothing personal, Wall street, but you guys are really, really bad at guessing where stocks will go.
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This is why we rebrand our prediction as wishes. Yetis, you look fantastic to start the year. Jack kicking it off, glowing over there.
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We got a lot in store for 2026. We got our live tour, we have a great YouTube initiative and more. The best one yet is about to have the best one yet.
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And Jack added a 43rd step to his 42 step skincare routine.
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Well, I already am winning my New Year's resolution, which is that you don't say lick on the podcast all year.
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There's still time. Yetis, we are so pumped for this year with you. Tell your buddies hyh tvoi and we'll see you for tomorrow's regular program.
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And if you've got your own predictions, drop them in the comments we can't wait to see it.
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And before we go, a shout out to Michael Phelps, who just started training again for the Moon Freestyle.
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Yeah, the skiing big air competition is really big air. This is Jack. I own stock of Disney and Lyft. And Nick and I both own stock of Apple, Robinhood and Chipotle as well as ETFs of the S&P 500.
E
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Hosts: Jack Crivici-Kramer & Nick Martell
Date: January 5, 2026
Duration: ~20 minutes
In this energizing “Predictions Pod,” Nick and Jack present their three bold, business “wishes” for 2026, aiming to spur both big thinkers in industry and their audience to imagine a wilder, more collaborative future. Ditching safe predictions, they advocate for transformative moves from the likes of OpenAI, Starbucks, and SpaceX—each blending business logic with societal impact. The episode’s tone is playful, witty, and brimming with the duo’s signature dynamic.
“Titans of industry love building company towns. [...] Play to Sam’s ego and show the country that the AI boom doesn’t just benefit tech venture capitalists.” (Jack & Nick, [09:00]).
“The Starbucks Library is a beta that the third place still exists.” (Jack, 12:30)
“Adding books to the beans is an idea we think is worth pursuing.” (Nick, 13:24)
“SpaceX should host a 2028 Olympic competition in outer space.” (Jack, 17:59)
Nick and Jack deliver an episode that’s equal parts wry and visionary, spurring listeners (and the companies mentioned) to imagine bolder business moves—not just incremental tweaks. Their “wishes” marry social need, brand revival, and spectacle, urging business leaders to look beyond their balance sheets.
Useful For:
Anyone interested in business predictions, innovation, branding, or just craving a punchy take on where America’s biggest companies could go next. Each wish is audacious, underpinned by economic reality, and presented in the best way yet.