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This is Nick, this is Jack. It's Friday, The Real Friday, May 1st. And today's pod is the best one yet. 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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I'm sorry, Checks, notes, Stocks just finished their best month in six years.
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Can we double check that? Start of April, we were in the doldrums. From the Warner on end of April, stocks were at an all time high.
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Ignoring the Warner on S&P 500 jumped 11% last month. And Jack's got his son's first tee ball game tonight.
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Baby, you better get in a ready position. I want to see some hustle out there.
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Three fantastic stories for today's pod. Best in the business. What do we got, Jack?
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For our first story, the Kentucky Derby is this weekend. It's filled with big hats, big drinks, and big betting.
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Except one surprise guest won't be there. Prediction markets.
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And based on the data we just saw, that's a good thing for your wallet.
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Yeah, we got your back on this one.
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For our second story, Amazon's newest thing is AI generated podcasts.
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Wow.
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Fake hosts. Talk about real products.
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Besties. This represents a new thing. Every business will be tempted by a slopportunity.
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And our third and final story. No one in Gen Z drinks alcohol anymore. Except apparently Kardashian fans.
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Kendall Jenner's 818 tequila is defying sobriety and just got an investment from big alcohol.
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But Yetis, before we hit that wonderful
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mix of stories, I mean, what a mix of stories. Hey, Walter Ponson, you gotta. You gotta step into that.
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But Yetis, if you smell something strange this weekend, it could be Ozempic breath. The surprise side effect of GLP1s is apparently nausea, dry mouth and burping.
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Along with a bad case of bad breath.
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And the surprise side effect of this surprise side effect. What is it, Nick?
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Jack, it's Ozempic users chewing more gum.
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You're going from Wegovy to Wrigley.
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You're going from Mounjaro to Mentos.
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If you're on GLP1s, you stopped eating real fruit. You started chewing Juicy Fruit.
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It turns out no one enjoys this bad Oz epic breath. Except for Hershey.
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Because Hershey's, in addition to chocolate, owns a half a dozen chewing gum brands.
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And their icebreaker sales, they're up 8% last quarter.
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The iconic minty gum is now Hershey's third best brand.
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Besties. TikTok sales are at all time highs. Altoids are in overdrive right now.
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Ozempic Breath is driving us away from Doritos towards dentine ice.
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Now, Yetis, Jack and I call this a piggy backed product. Don't we, Jack?
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Chewing gum isn't the trend. It's just piggybacking off the trend.
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So, Novo Nordisk, if you're listening, and we know you're listening, it is time for you to acquire Trident.
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Four out of five dentists recommend the deal.
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Bubbly, bubbly, Jack. Let's hear our true story.
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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. 50%. That's a fat tip. T Boy City on your at list. If you know, you know. Cause we read to go. We can't wait no more. Start the show. Start the show.
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Start the show. First, a quick word from our sponsor,
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Ziprecruiter.
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Yeti's the Devil Wears Prada. The reason Miranda Priestley was perfect as editor in chief of Runway. It wasn't just her skills, it was her passion.
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Nick. Her blood type is cashmere.
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tboy meet your match on ZipRecruiter Monarch. All right, Yetis, you're never going to be able to guess how many accounts Jack has linked to Monarch.
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31.
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Are there even that many? Like financial products out there? Yetis, he's got Credit cards, checking accounts, brokerage Accounts, Retirement Accounts, 529 College savings
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accounts for each kid and my nieces and nephews.
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Nick. Okay, I'm rounding up. Does that get us to 31? Where are we?
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Don't forget my mortgage, my house, the car I own. They're all linked and all their values in Monarch.
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You see, besties. Jack actually linked everything to Monarch one year ago during a little bit of spring cleaning.
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Until I used Monarch, I had a very messy, very chaotic spreadsheet. But now they're clean, synced, and automatic.
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That's 50% off your first year at monarch.com with code T. Boy. For our first story, the surprise guest missing from the Kentucky Derby this weekend. It's prediction markets.
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And that's actually a good thing because based on new data Nick and I just saw, when you predict, you lose
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money, we can predict it. Besties. Let's start, though, with the most hilarious horse names of this year's Kentucky Derby.
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Jack, who we got channel McLovin, because one horse is called Right to Party.
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That's a good one. I like it.
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I like it. I like it. Another is Further Ado. That's solid.
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That's a good one.
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And litmus test.
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I like Litmus test, Jack. Oh, and besties, if you want the 491 odds on the underdog at this Kentucky Derby, you'll be focused on the Pavlovian. That's your horse.
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He's the underdog because his jockey is huge. He's 5 foot 7, which is the biggest at the Kentucky Derby.
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It's a giant jockey now.
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Horse racing actually built the American gambling and sports betting infrastructure in 1978 with a federal law.
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That's right. America's gambling industry is based on horse betting, and the Kentucky Derby is its burning man.
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Which is exactly why Churchill Downs, the home of the Kentucky Derby, got nervous as prediction markets started their rise.
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This was fascinating to us. The prediction markets are not letting you bet on the Kentucky Derby this year.
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You can't predict that Pavlonian will win at all. You can only bet that he will on a sports betting app because according
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to espn, Churchill Downs asked Kalshe and Polymarket to keep horse racing off of their prediction platforms.
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Why? Well, because in Kentucky, one and a half cents of every dollar wagered is
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taxed and those horse betting tax revenues are critical to the industry and the state of Kentuck.
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Those tax revenues fund the prize money for the races, they fund the racetrack operations and they fund the breeding programs for the horses.
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You see, besties. If people predicted instead of bet on the Kentucky Derby, then Kentucky would be losing that revenue from the gambling taxes.
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And polymarket and Kalshee don't want to be blamed for killing America's horse racing
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industry or killing the seersucker industry. But besties, as Jack and I dove in T boy style, it is also probably a good thing that you can't predict on right to party to win the Kentucky Derby this year would lose.
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If you predict you lose with two key asterisks Nick and I are about to get into and we can predict it.
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You see, Bloomberg just did a study on who wins and who loses when they predict on Polymarket.
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And Bloomberg found that a majority of the profits on polymarket were made by a small group of, get this, automated bots. Yeah.
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Oh, and those bots winnings, they come from us humans losing.
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The same study found that humans overall, all human beings with A Pulse, lost $131 million in total money on polymarket since January 2025.
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Sit down, stand up. And didn't see that coming, Jack.
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Bots made lots of money, humans lost lots of money.
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And on top of it, a separate study found that since 2022, 69% of traders on polymarket lost money and the
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top 1% winning as traders took home 3/4 of the total profits. And again, those were probably bots.
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But that's not even the wildest part, is it Jack?
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No, it's not. Because according to an anti corruption group, big long shot predictions on military attacks are correct 52% of the time on these platforms.
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Specifically when people bet $2,500 or more on military events with a 35% or
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less likelihood of happening, aka a long shot prediction.
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Those predictions actually happen 52% of the time.
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That doesn't check. So the translation here is that besides bots, the big winners on prediction markets are people with insider information on military activity.
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Just like that Green Beret who was charged just last month with doing exactly that.
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Regular people without insider info lose on prediction markets. That's the takeaway here.
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Side note, Yetis The US Senate just voted unanimously yesterday to ban themselves from
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using prediction markets because they have so much insider information.
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And prediction markets are adding new detection tools. They've been rolling them out all month long.
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They know that these corrupt bets are a problem.
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But in the meantime, no one could have ever predicted a 5 foot 7 jockey at this year's Kentucky Derby. So, Jack, what's the takeaway for our buddies wondering about predictions?
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It's the two account rule. One account for investing, one for predicting. Do not mix them yetis.
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Since predictions are now baked into investing apps like Robinhood, Webull and Coinbase, you might get the impression that prediction markets are a way to invest.
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But the data from this story shows they're not. Investing is a way to grow your money.
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And while prediction markets and gambling are way too on average, especially if you're not a bot or an insider, shrink your money.
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The only reason you should bet on sports or predict on prediction markets is for the entertainment of it.
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So, besties, if you do want to use prediction markets, then we would suggest a two account rule for you to do so.
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Keep one account for your investing to grow your money and another account with funny money to eventually lose. Because that's what happens when you predict.
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Because when you add it all up, predicting is just not investing, so they don't belong in the same account. For our second story, Amazon just launched AI podcasts for every product they sell. And you can talk to their fake AI mini podcast host.
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Oh, my God, I can't believe I said it. It's the world's least necessary podcast, but it's a slopportunity that Amazon couldn't resist.
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Oh, but yet, to tell the story, we got to sprinkle on some context, because Amazon just announced, like, the biggest earnings, like earnings that were so big you got to lift with your legs. Now you're back when you hear these things.
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No company in the world had larger Q1 revenues than Amazon did.
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$181 billion, Jack, sprinkle on more context, please.
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Only six companies in all of Europe have annual revenue as large as Amazon's quarterly revenue.
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You see, the big tech giants, they break the measuring stick. Not possible.
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Amazon made $30 billion in profit this quarter. More than half of that, though, was from not selling you anything.
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Because, like, Amazon notched a $17 billion gain just on its investment in Ant
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a few years ago. That'd be the biggest quarterly profit ever. And now it's like a footnote in Amazon's earnings.
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But we should point out that the core Amazon.com store that you order from with prime still makes a majority of Amazon's revenue. So.
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So Amazon launched millions of podcasts, mini pods with two AI hosts talking about each of the millions of products available on Amazon.
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Oh, and you talk to those fake AI hosts.
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Let's explain through a real example that I went through today. So I just listened to one of these fake podcasts for an air fryer that I recently bought on Amazon.
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And now we should point out that was only available on the mobile app. By the way, you can't listen to these mini podcasts on desktop.
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But if you open your Amazon app and you're on this air fryer, there's a button that says, here are the highlights. And there's a little symbol that says it's one minute and 47 seconds long.
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So Jack listened and two fake people
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talking about this real air fryer product for just under two minutes. A mini pop besties.
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This has actually been around since last year, but now you can join the mini fake podcast conversation in that Amazon app.
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Like you could tap a button to ask a question and these faux hosts will try to answer it for you.
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You got some weird accents too. You'll be like, hey, does this air fryer make noise? And they'll be like, no way. Let's kick it to my co host over there.
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They don't answer you correctly, by the way.
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No, they don't, they don't, they don't. But the main source of the information that this AI is using to create this random mini product podcast.
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It's the 3,000 customer views that people have left on this air fryer on Amazon.
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That's right, besties. Amazon has turned Rando Rodney in Arkansas's three star review of that air fryer into a brand new podcast show.
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Or at least into the research for a brand new fake podcast.
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Now look, we get it, right? Like, I guess some people would rather listen than read. That's why we do a podcast.
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Yeah, instead of reading through a hundred reviews to try to understand a product, let AI summarize them into audio so you can clean dishes while researching your next air fryer.
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Okay, but I'm sorry, Jack, I can't picture myself like doing the laundry and like demanding Amazon creators a fake podcast about a diaper rash cream review so that I can like order it and save 30 seconds of time on that.
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But Nick, get this. 39% of the new podcasts launched in the last week were AI generated podcasts besties.
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The pod slop is real. And Jack and I are real. We should point out, by the way too. So, Jack, what's the takeaway for our
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buddies over at Amazon introducing slopportunities? Zero cost, but potentially one more dollar in sales.
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You see, Eddies, when considering a new product, you compare the potential revenue of that item to the expected cost and that is how you calculate the roi.
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If the revenues are more than the costs, that's a positive roi. That's good. You get a green light to launch the thing.
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Well, interestingly, AI lowers the cost of digital content to close to zero. You basically just gotta pay for the compute.
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Which leads to the slopportunity when AI makes the cost of content so close to zero that any feature generating even a single dollar passes the launch test.
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It's an opportunity, but it's a sloppy one. So we call these slopportunities. They're nearly infinite, so prepare for a flood of them from American companies.
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Yetis a slopportunity that Nick and I have passed on so far is using AI to translate this podcast into different languages.
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You know, for almost zero cost, Jack and I could get the best one yet out there in Bulgarian and 100 other languages for you.
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And if one Bulgarian listened to and consumes one AD, that'd be a positive ROI thing for Nick and me to launch.
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And now Bassey's Jack and I have passed on that slopportunity, but Amazon just went for it in a big way.
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A slopportunity, something you can launch for zero marginal cost. That might generate $1 down the line.
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And if you would like an imperfect Norwegian version of T boy, now is the moment to drop it in the comments. While we're on commercial break. Now a quick word from our sponsor, Dell Yetis. Dell PCs with Intel inside are built for the moments that matter.
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For the moments you plan and the ones you don't.
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Yeah, built for the busy days that turn into all night, order food at 2am Study sessions. You know them the moment you're working
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from a cafe and realize every outlet
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HIMS yeti's once in a lifetime technologies are a big deal. You got AI self driving cars, tallow
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moisturizer, joking about the tallow, not putting animal fat on our skin yet.
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But we are serious about GLP1s as a life changing technology.
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We've covered them on the pod with WeGovia IMS. You can lose up to 20% of your body weight when combined with diet and exercise.
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Plus WeGovy is the first ever GLP1 pill for weight loss so there are no needles needed.
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You see, it's extremely hard for me to eat some Doritos without eating the entire bag. But if I were on GLP1s it would kill that craving, wouldn't it Nick?
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for our third and final story. The one alcohol young people actually drink right now. Well, It's Kendall Jenner's 818 tequila.
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Now it's getting an investment from big liquor because the secret ingredient in 818 tequila is no Kendall Jenner.
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But Yetis. Let's talk about Coachella for a sec because Coachella these days it's more like Brandcella.
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Everyone from the Gap to Barbie to American Express are at this music fest.
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But once again, the brand with the biggest buzz at Coachella was Kendall Jenner's 818 tequila.
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The influential tequila company basically headlined alongside
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Sabrina Carpenter, launched five years ago and it's now one of the top 10 selling tequila brands in Americ.
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818, the area code in LA where she grew up.
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Now you've got three of her 10 digits. But Yetis, at this point, the Kardashian Janet dynasty has launched enough CPG products to open a grocery store.
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Let's keep track please. Kim Skims.
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Uh huh.
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Kylie's cody makeup. There's two Chloe's protein cloud popcorn and Kendall's 818 tequila. And Nick, that's just the tip of the iceberg.
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Yeah, great point, Jack. It totally is. So we're calling it Yetis. The Kardashian Jenners are the new Kraft Heinz.
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But here's the news. 818 just got an investment from Sazerac, one of the biggest alcohol companies in the world.
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Sazerac. They're worth 6 billion bucks. They own 525 brands from Fireball to Goldschlager.
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Terms weren't disclosed, but this is another huge financial windfall from one of the Kardashian Jenner's venture companies.
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And the timing is shocking because sobriety is way up, alcohol is way down. And it's especially among Gen Z.
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And yet. Yet 818 tequila sales keep popping off. Especially with Gen Z.
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We were fascinated. We had to figure out why. Tequila sales have been flat the last couple years. Yet 818 has grown 40% in 2024 and 16% in 2025.
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So how has 818 convinced the under 30 crowd to loosen up and take a shot? A series of strategic moves, that's how.
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It's impressive stuff. First, they dropped their price by 33%. They traded profit margins for popularity.
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And then they noticed Americans drinking at home to save money on expensive bar drinks.
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You know it.
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So they launched an apparel line at home Cocktail party.
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It's the 818 cocktail attire collection. Upscale pajamas for gossiping and gimlets with the girls on a night.
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But wildest of all was an idea inspired by Labubu dolls. Oh, baby. They turned their liquor into a handbag accessory.
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818 launched mini bottle keychains that strap right onto that Kate Spade pocketbook. And it all worked. Yes, it did.
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The one drink 25 year old Fiona will make an exception to and drink is 818 on the rocks.
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Apple. You should have named Chris as the CEO. So Jack, what's the takeaway for our buddies over at 818 Tequila?
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Some brands yell, smarter brands whisper.
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Now, Yetis, you would think that the number one marketing message of Kendall Jenner's tequila would be. Kendall Jenner.
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Her sister Kim put her name in. The name skims. Yeah, she did. Khloe spells her cloud protein popcorn the same way Khloe spelled K, H, L.
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And yet Kendall's 818 tequila has zero signs it's associated with her. There's basically nothing about her on the bottle.
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The only thing is on the back there's a T, KJ Initials.
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That's it.
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That's it. It's totally discreet.
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In fact, they are so silent on Kendall Jenner at a 1A tequila that Jack bought some without knowing it was Kendall Jenner's Tequila.
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I brought it back for margaritas, and Teddy's like, oh, yeah, yeah. Classic Jack. You're so basic with the Kendall Jenner Tequila.
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I didn't even know Jack's little brother thought it was funny, but she played
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me like a fiddle.
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Besties. It's counterintuitive, it's risky, and it's an unexpected strategy, but it absolutely works.
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Kendall Jenner's Tequila is defying the drop in alcohol sales by ignoring their frontwoman, Kendall Jenner.
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Some brands yell, smarter ones whisper. Jack, could you whip up the takeaways for us for the real Friday, the
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Kentucky Derby will not be on prediction markets, where, by the way, mostly bots and insiders win Anyway, Remember the two account rule.
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If you got an account on Robinhood, have one for investing, one for predicting. Because they're not the same thing.
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For our second story, Amazon now has a mini podcast with fake AI hosts to summarize each product on the platform.
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This is a sloppertunity. Amazon just couldn't resist it.
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And our third and final story is Kendall Jenner's tequila. 818 got an investment from Sazerac, and
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they've defied the drop in alcohol sales with subtlety. Not celebrity, but besties.
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This pod's not over yet. Here's what else you need to know today.
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First, Airbnb hosts have been splurging to prep for the World cup fans. But those fans, they haven't booked anything yet.
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A big reason for the lack of excitement from fans for the World cup. The crazy high ticket prices.
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Get this. Team USA's opening game in Los Angeles is so expensive, there are tens of thousands of seats that are just reportedly still available. No one got them for the host
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team in the host country. Team USA can't fill the seats.
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I hope you're proven wrong. In the meantime, cooking. Looking a little bit more like the Greed Cup.
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Second, good news for your TSA situation. The Department of Homeland Security has finally gotten funded.
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That's right. Longest shutdown in government history. 70 days of this thing.
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The funding does not include more funding for immigration enforcement, which was the sticking point for the last 70 days.
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But it does mean our TSA agents paychecks are safe and secure. And you should be breezing through there and laptops out, shoes off.
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And finally, the weird year for Lululemon continues.
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Get this. Lululemon's founder is now so broken up with Lululemon, he's advising their arch rivals.
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Chip Wilson was pushed out of Lululemon years ago basically for saying stuff that was like, not CEO appropriate, but he's
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been ripping on him ever since. And his latest move, advising Lulu's rivals
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like Viori and Alo, telling them how to beat Lululemon, the company he founded and once CEOed.
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Now time for the best fact yet. This one sent in by Savannah Westwood, the legendary Yeti of Orlando, Florida, on
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Saturday at the Kentucky Derby. Which starts at like 7 o', clock, by the way. I know technically it's on TV at three. You're gonna be waiting four hours for that race to finally begin.
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You're pregaming at five. Well, at the Kentucky Derby, you'll be served 120,000 mint juleps in one single weekend.
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That requires 60,000 bags of ice, 1,000 pounds of fresh mint leaves, and 10,000 bottles of bourbon.
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Now, that mint julep is priced at 18 bucks, which means they bring in $2.16 million in revenue. But the wild history is where the julep began in America as a morning drink in the 1800s, farmers throughout America, specifically in the south, would enjoy mint juleps as a breakfast. Pick me up to relax before the dinner. Yetis, you looked fantastic this week. Jack. Du servantastik over there.
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Is that our Bulgarian podcast?
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It's Norwegian for you look fantastic as well.
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Although that was human generated because I could tell from all the errors in there.
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Yeah, it was. Yeah, it was. Yeah. But besties celebrate the wins this weekend. If you haven't yet, the best way you can help grow the show is drop down. Give us five stars for five star Friday. Look at.
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I read every review. We can't wait to review.
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Read yours to celebrate the wins. Jack and I will see you on Monday. And before we go, a happy birthday to Abeer Roy, the Netflix engineer, crushing his birthday down in lovely Los Angeles.
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Happy birthday to Jess Acevedo, the badass software saleswoman of Austin, Texas, and Talea Dumoulin.
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Happy birthday over in Oslo, Norway.
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Happy birthday to Ellie Wan in Monterey, California. This math teacher, the limit does not exist.
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And science teacher Carlos Benito agrees. His birthday is celebrated up in Seattle.
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Happy birthday to Angel Morales, a New Yorker taking his son camping for his big birthday weekend.
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And Emily Erickson. Enjoy that birthday over in Detroit.
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Happy birthday to Christian Lichti in Pennsylvania.
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And Monica and Shiva Taramini are celebrating their birthday together as twins.
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Happy birthday to Dylan Putterbaugh, father to Murphy and Sydney in North Royalton, Ohio
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and Neil Desai over in Chicago came to our live show. Great to meet you man and would love to hear hear one final Cookie Crisp from Jack before we go. Goki Crisp and Anthony and Danielle enjoy that one year wedding anniversary over in Brooklyn.
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And Christina and Harrison, happy one year wedding anniversary in Oceanside, California. And to anyone else celebrating something today, make it a T boy.
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Celebrate the wins.
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This is Jack. I own stock of Netflix and Amazon, Nick owns stock of Airbnb and Lululemon and we both own stock of Apple and Robinhood as well as some ETFs of the S&P 500.
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By the way, in case you noticed, Jack sold his Airbnb stock.
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Been waiting a wait in a while
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the Drop by GNC Yetis the wellness space moves fast. Every day an influencer is pumping some new product which is ironically named Pump product and it'll get you huge even
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if you don't lift yet.
A
There's creatine in the colostrum in the protein.
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GNC actually has experts who cut through all of that and hand pick what's
A
worth your attention the new ingredients, new formulas and new brands, and health and nutrition you need to know about.
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The Drop is the section of GNC that curates the newest product to share with you what actually works.
A
We're talking trending ingredients, breakthrough formula stuff that's actually going to move the needle
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on your goals, whether that's performance recovery or just getting huge.
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So think of it as the VIP section of the supplement world. You're not waiting for something to blow up on TikTok to find out about it. You're already there.
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Get a sneak peek at the newest formulas, flavors and brands coming soon to gnc.
A
New drops launch regularly, so there's always something exciting to discover.
B
GNC.com TheDrop is the destination to discover something new to try today.
A
Get the facts you can trust on what's new and trending plan what's next
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by browsing in the Coming soon calendar of drops@gnc.com.
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drop the protein in the colostrum.
Episode: 🏇 “Unpredict” — Kentucky Derby’s bet ban. Amazon’s AI podcasts. 818 tequila surprise. + Hershey’s Ozempic breath
Date: May 1, 2026
Hosts: Jack Crivici-Kramer & Nick Martell
Podcast Description: The top three business-pop culture stories of the day with fresh takes.
In this edition of TBOY, Jack and Nick break down the intersection of business, tech, and pop culture through three main stories: Why the Kentucky Derby is banning prediction markets, Amazon’s flood of AI-generated podcasts for products, and how Kendall Jenner’s 818 tequila is thriving with Gen Z despite the broader trend toward sobriety. Side stories include Hershey’s unlikely gum boom driven by Ozempic, Airbnb’s World Cup woes, a government shutdown ending, and the latest Lululemon drama. Throughout, they keep their trademark witty, conversational tone and offer actionable takeaways.
[05:11–10:17]
Notable Moment:
[10:17–15:01]
[17:05–20:41]
Hershey’s Ozempic Breath (Chewing Gum Trend):
[01:23–02:29]
World Cup Airbnb Slump:
[21:25–21:52]
Government Shutdown Ends:
[21:52–22:15]
Lululemon Founder Advises Rivals:
[22:19–22:43]
Fact of the Day (Kentucky Derby/ Mint Juleps):
[22:49–23:40]
This episode is a quick, witty and insightful ride through unexpected trends and the side-effects of both technology and celebrity in the business world—just as you’d want for your oatmeal ritual.