The Best One Yet
🐳 “AI’s Goodwill Hunting moment” — China’s DeepSeek Drama. Coke vs Pepsi vs Costco. Unlimited PTO Paradox.
Tue, 28 Jan 2025
One Chinese AI app, DeepSeek, just shocked the world… and the entire US tech market.Costco is swapping Pepsi for Coke in the food court… here’s how Coke’s beating Pepsi.7% of workers have Unlimited Paid Time Off… but people only take 16 days in practice.$KO $PEP $COSTWant more business storytelling from us? Check out the latest episode of our new weekly deepdive show: The untold origin story of… Red Bull ⚡Subscribe to The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinks to listen.“The Best Idea Yet”: The untold origin stories of the products you’re obsessed with — From the McDonald’s Happy Meal to Birkenstock’s sandal to Nintendo’s Super Mario Brothers to Sriracha. New 45-minute episodes drop weekly.—-----------------------------------------------------Subscribe to our new (2nd) show… The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinksEpisodes drop weekly. It’s The Best Idea Yet.GET ON THE POD: Submit a shoutout or fact: https://tboypod.com/shoutouts FOR MORE NICK & JACK: Newsletter: https://tboypod.com/newsletter Connect with Nick: https://www.linkedin.com/in/nicolas-martell/ Connect with Jack: https://www.linkedin.com/in/jack-crivici-kramer/ SOCIALS:Instagram: https://www.instagram.com/tboypod TikTok: https://www.tiktok.com/@tboypodYouTube: https://www.youtube.com/@tboypod Anything else: https://tboypod.com/ Subscribe to our new (2nd) show… The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinksEpisodes drop weekly. It’s The Best Idea Yet.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Chapter 1: What shocking event did DeepSeek cause in the AI industry?
But Wall Street, they announced on Monday through their stock trading that they think the story is true. And that led us to a takeaway. So Jack, what's the takeaway for our buddies over in artificial intelligence? This is good for AI, but terrible for the AI industry. Now, yetis, why was NVIDIA worth $3.5 trillion? Well, because cutting-edge AI required NVIDIA's fancy computer chips.
But after this deep-seek story, that doesn't appear true anymore. No, it doesn't. China just built advanced AI. with basic computer chips. The result? Nvidia stock plummeted 17% on Monday. That is the biggest single day drop in value for a single company in history. Nvidia lost $600 billion of stock market value on Monday.
That's more value than Goldman Sachs, Disney Corporation, and McDonald's combined. Oh, and by the way, other chip makers like Broadcom, Arm, Oracle, they plummeted too. A total of $1 trillion gone from one Chinese app. But here's the nuance Nick and I wanted to share. This news is not bad for all of tech. In fact, Apple actually rose on the stock market on Monday.
Why did Apple rise but Nvidia plummet? Well, Apple is not building their own AI. So maybe with this low-cost Chinese provider, they can get AI onto everybody's iPhones at a lower price. Yeah. Yeah, Jack, like if Chinese AI can lower the price dramatically, maybe more companies could embed AI in their products, like Apple.
So China's deep-seek breakthrough, it shows that the hardware companies we thought were essential for AI may actually not be at all.
And that is good for AI overall, but terrible for the AI industry.
For our second story, Costco's food court just made the biggest switcheroo in beverage from Pepsi to Coke. So we examined the Coke versus Pepsi rivalry because there is now one clear winner. And there is one reason why. But yetis, if you were at a local Costco last weekend, you may have noticed some drama over in the food court.
It wasn't the chicken bake or the churros or that one person got ran over by the gigantic Costco shopping carts. Those require like a commercial driver's license. Wide load coming through. No Yetis. After a decade of exclusivity to Pepsi products, Costco's food court is switching over to Coke. To Pepsi fans, this was treason. It was. This was backstabbing.
This was the Benedict Arnold move of beverages. On the other hand, to the Coca-holics out there, this was redemption. Because the next time you grab a $1.50 hot dog and soda combo at Costco with a double chunk chocolate chip cookie, it's going to come with a Coke or a Sprite, not a Pepsi or a Mountain Dew.
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Chapter 3: What are the implications of unlimited PTO in the workplace?
Over the weekend, the USA imposed tariffs on Little Columbia down in South America. But after less than a day, actually like after less than an hour, Columbia offered to accept deportees in exchange for lifting tariffs. So Trump used the pain of tariffs to extract concessions on immigration. Like we said, tariffs as negotiating tactic.
And second, 1 million Americans who aren't expecting it are about to get a big fat check from the IRS. 1 million Americans were eligible for a pandemic stimulus check, but didn't claim it back in 2021. So they're expected to be as high as $1,400 per person. You'll just get an automatic payment from the IRS, $1 million. of you. Feels like a nationwide lottery with a million winners.
Congrats if you get one in February. And finally, remember that record cold last week like it snowed down in New Orleans on Bourbon Street? Well, it made airplanes go faster. Airplanes set record airspeeds of over 800 miles per hour as they crossed the Atlantic last week. That's right, because the bitter cold made the jet stream move faster, so it gave an extra tailwind to all those airplanes.
The result, airplanes went 20% faster than usual because it was that freaking cold. And then your plane waited at the gate for two hours, so you actually got off two hours late. Now, time for the best fact yet. This one sent in by Rachel down in lovely Flagstaff, Arizona. Last week, we mentioned Pluto. Yeah, the planet Pluto. We were talking about the five-second rule. Remember, Jack?
There's no more five-second rule. Things that were taken away from us, like Pluto, the planet. Yeah. Yeah, no, that may make you sad, but it's even sadder for Flagstaff, Arizona, because Pluto the planet, no longer a planet, was first discovered in Flagstaff, Arizona in 1930. Here's the criteria for something to be officially a planet. It must orbit the sun. It must be round or nearly round.
Check. And it must be orbiting on its own. It can't just hitch a ride from like an asteroid. Herein lies the problem. Pluto failed the third rule because Pluto shares its orbit with other objects in the Cooper Belt. Which is why scientists downgraded Pluto from planet to dwarf planet. And it's why Flagstaff, Arizona doesn't welcome those scientists anymore.
Ladies, you look fantastic for T-Boy Tuesday. But now that you finished this pod, we've got the perfect thing for you to listen to next. And what is that, Jack? The best idea yet. It's our second show, deep dive, 45 minute episodes. They're incredible. Okay, this week's episode, it's on Red Bull. Wild origin story.
It involves a toothpaste salesman and like a chemist in Thailand selling to truck drivers. It's wild. We got a link in the episode description. We'd love if you check it out. So check out the best idea yet to hear the untold origin story of Red Bull, Jack and I. We'll see you there. And before we go, a happy birthday to legendary Yeti Sarah Zuccaro in Las Gadas, California.
Also, she just earned her California life and health insurance license. Congrats. Fantastic. Happy birthday to Valerie in Rockford, Michigan, just outside Grand Rapids. And Trent Wisco is turning 49 years old in Greenbush, Minnesota with the best birthday yet. Happy birthday to Kamal Khan in Novi, Michigan.
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