Nick Martell

Even Detroit-style pizza sales are down, so Jack, what's the takeaway for our buddies who are everyone consuming pizza? Pizza is tariff-proof. Frozen pizza is recession-proof, too. And that is the pizza paradox. Yetis, here's the surprise. Restaurant-made pizza is tariff-proof, like Jack just said, but it is still affected by tariffs indirectly.

Consumers are still eating pizza right now, but they're choosing frozen pizza. In fact, it is a recession indicator that Jack and I have seen before. 2009, the pandemic, frozen pizza sales jumped 20%. In this economy, you do want pizza, but you're sticking a tombstone in the microwave instead. Hey, Ma, let's toss in the Red Barons. Pronto. I was shopping at Costco this weekend. Yeah, Jack?

Consumers are still eating pizza right now, but they're choosing frozen pizza. In fact, it is a recession indicator that Jack and I have seen before. 2009, the pandemic, frozen pizza sales jumped 20%. In this economy, you do want pizza, but you're sticking a tombstone in the microwave instead. Hey, Ma, let's toss in the Red Barons. Pronto. I was shopping at Costco this weekend. Yeah, Jack?

Consumers are still eating pizza right now, but they're choosing frozen pizza. In fact, it is a recession indicator that Jack and I have seen before. 2009, the pandemic, frozen pizza sales jumped 20%. In this economy, you do want pizza, but you're sticking a tombstone in the microwave instead. Hey, Ma, let's toss in the Red Barons. Pronto. I was shopping at Costco this weekend. Yeah, Jack?

They sell a four-pack of Kirkland frozen pizzas for 13 bucks. That's like three slices of Domino's. Domino's can't compete with that. No, no, no, they can't. And yeties, that is the pizza paradox of the trade war. Pizzas are tariff-proof. But frozen pizzas are recession-proof, too. So the trade war, it can be understood by the Mamma Mia pizza paradox.

They sell a four-pack of Kirkland frozen pizzas for 13 bucks. That's like three slices of Domino's. Domino's can't compete with that. No, no, no, they can't. And yeties, that is the pizza paradox of the trade war. Pizzas are tariff-proof. But frozen pizzas are recession-proof, too. So the trade war, it can be understood by the Mamma Mia pizza paradox.

They sell a four-pack of Kirkland frozen pizzas for 13 bucks. That's like three slices of Domino's. Domino's can't compete with that. No, no, no, they can't. And yeties, that is the pizza paradox of the trade war. Pizzas are tariff-proof. But frozen pizzas are recession-proof, too. So the trade war, it can be understood by the Mamma Mia pizza paradox.

For our second story, Waymo is partnering with Toyota to build personally owned RoboCars. Your own Waymo. Real thing. And if we get this, it will be thanks to competition from Tesla. Now, yetis, Jack and I told you a story a few months ago how Waymo, the robo-taxi, already passed Lyft for rides completed in San Francisco. Well, they just announced something even bigger.

For our second story, Waymo is partnering with Toyota to build personally owned RoboCars. Your own Waymo. Real thing. And if we get this, it will be thanks to competition from Tesla. Now, yetis, Jack and I told you a story a few months ago how Waymo, the robo-taxi, already passed Lyft for rides completed in San Francisco. Well, they just announced something even bigger.

For our second story, Waymo is partnering with Toyota to build personally owned RoboCars. Your own Waymo. Real thing. And if we get this, it will be thanks to competition from Tesla. Now, yetis, Jack and I told you a story a few months ago how Waymo, the robo-taxi, already passed Lyft for rides completed in San Francisco. Well, they just announced something even bigger.

They're completing 250,000 fully self-driving rides every week. A quarter of a million rides every week is done in a Waymo. Well, Jack, I got something even crazier for you than that number, and that number is the growth number. Because 250,000 per week in April, is up from 200,000 per week in February. That's right.

They're completing 250,000 fully self-driving rides every week. A quarter of a million rides every week is done in a Waymo. Well, Jack, I got something even crazier for you than that number, and that number is the growth number. Because 250,000 per week in April, is up from 200,000 per week in February. That's right.

They're completing 250,000 fully self-driving rides every week. A quarter of a million rides every week is done in a Waymo. Well, Jack, I got something even crazier for you than that number, and that number is the growth number. Because 250,000 per week in April, is up from 200,000 per week in February. That's right.

This robo-taxi business owned by Google called Waymo just grew 25% in just two months. Sit down, stand up, and buckle up again. But then yesterday, we got this banger. Waymo is officially partnering with Toyota to create personal self-driving cars. We repeat, not a robo-taxi. This would be a robo-car. It's the biggest partnership in cars since Aston met Martin. Ha!

This robo-taxi business owned by Google called Waymo just grew 25% in just two months. Sit down, stand up, and buckle up again. But then yesterday, we got this banger. Waymo is officially partnering with Toyota to create personal self-driving cars. We repeat, not a robo-taxi. This would be a robo-car. It's the biggest partnership in cars since Aston met Martin. Ha!

This robo-taxi business owned by Google called Waymo just grew 25% in just two months. Sit down, stand up, and buckle up again. But then yesterday, we got this banger. Waymo is officially partnering with Toyota to create personal self-driving cars. We repeat, not a robo-taxi. This would be a robo-car. It's the biggest partnership in cars since Aston met Martin. Ha!

Yetis, the announcement was light on details, but this is an impressive get for Waymo. And it's impressive because Toyota is year in and year out the most profitable car company in the world. Every Toyota owner that I know absolutely loves their Toyota and will never drive another car. because they're still driving a Toyota Camry from 1992. But Jack, what would this Toyota Waymo partnership mean?

Yetis, the announcement was light on details, but this is an impressive get for Waymo. And it's impressive because Toyota is year in and year out the most profitable car company in the world. Every Toyota owner that I know absolutely loves their Toyota and will never drive another car. because they're still driving a Toyota Camry from 1992. But Jack, what would this Toyota Waymo partnership mean?

Yetis, the announcement was light on details, but this is an impressive get for Waymo. And it's impressive because Toyota is year in and year out the most profitable car company in the world. Every Toyota owner that I know absolutely loves their Toyota and will never drive another car. because they're still driving a Toyota Camry from 1992. But Jack, what would this Toyota Waymo partnership mean?

What would it look like? In the future, you could buy a new Toyota Tacoma and it would have eyes, ears, and a brain installed by Waymo so that it can drive itself. But besties, Jack and I want to take this further. Because what this would mean, owning your own Waymo-powered Toyota, is the birth of a new industry. A personal robo-chauffeur.