The Best One Yet
🐻 “Eat Pray Chew” — Grüns’ $500M gummybear. Google’s DVD moment. England’s Ron Weasley trade deal.
Fri, 09 May 2025
TBOY Live Show Tickets to Chicago on sale NOW https://www.axs.com/events/949346/the-best-one-yet-podcast-ticketsStocks jumped after an “historic” US/UK trade deal… yet it reminds us of Ron Weasley.Google’s stock is dropping because Apple may cut it from iPhones… It’s Google’s DVD Moment.Grüns has hit a $500M valuation for gummy bear supplements… It’s “Idea Arbitrage.”Plus, the untold origin story of Juicy Couture… the ultimate Mother’s Day entrepreneurship tale.$GOOG $AAPL $SPYWant more business storytelling from us? Check out the latest episode of our new weekly deepdive show: The untold origin story of… Juicy Couture’s Tracksuits 🍑The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinksAbout Us: The daily pop-biz news show making today’s top stories your business. Formerly known as Robinhood Snacks, TBOY Lite is hosted by Jack Crivici-Kramer & Nick Martell.GET ON THE POD: Submit a shoutout or fact: https://tboypod.com/shoutouts NEWSLETTER:https://tboypod.com/newsletter SOCIALS:Instagram: https://www.instagram.com/tboypod TikTok: https://www.tiktok.com/@tboypodYouTube: https://www.youtube.com/@tboypod Anything else: https://tboypod.com/ Our 2nd show… The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinksEpisodes drop weekly.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 are the highlights of the US/UK trade deal?
Like, a government needs to make sure people who lose jobs don't get abandoned. And they also got to make sure that trade is fair. But two countries trading with each other, that leaves both countries better off. In this case, the UK gets airplanes that they can't make, and we get scotch that we can't make. Yes, we do, Jack. Yes, we do.
The president usually defines trade as having winners and losers. But not yesterday, because increased trade between the US and the UK is a positive sum game. For our second story, Alphabet stock is falling because of what an Apple executive just testified under oath. Google search is facing its DVD moment. Its DVD moment.
But Jack, let's go back in a time machine for a second to, it feels like 12 years ago, but actually let's just go back three years ago. December, 2022, two and a half years ago, actually. Just days after ChatGPT launched, there were all a bunch of headlines about Google. Here's one of them. New York Times, a new chatbot is a code red for Google's search business. Here's one from Bloomberg.
The chatbots are coming for Google. And Jack, why two and a half years ago was everyone freaking out already in the headlines? Because AI chatbots are much better at answering your question than Google searches. That's right. The fear for Google is that people would switch their habits and there's nothing a tech company wants more than you. habits.
Their fear was that people would stop Googling and start chatting instead. So Google went code red to defend its profit puppy, Google search. They eventually put AI summaries at the top of search results. Now, besties, pause the pod for a sec, because until now, that strategy from Google has mostly worked. After all, last quarter, Google had an all-time record high profit.
But two and a half years after Google's code red moment, a bomb just dropped this week in court and a mess with Google stock. Here's the news. Eddie Q, who is a high up at Apple, said this while testifying in Google's antitrust case. This is some real page six tech stuff we're about to drop on you. Here we go, here we go, here we go.
Apple is actively looking at changing default search on the iPhone. Wow, that is like finding out Brad Pitt cheated right there, Jack. Now, for context, right now, Google pays Apple $20 billion every year to be the default search on the iPhone within the Safari browser. But Apple might change that and make its default iPhone search a chatbot instead? That's huge news. Huge news.
And why would Apple do that? Because chatbots are a better experience. I mean, to be honest, full disclosure, Yeti's Nick and Jack here. We've stopped Googling and we start our searches on chatbots. When When we remember. It's true. I mean, a lot of times we just instinctually go to Google.
But when we remember, we go to ChatGPT or whatever chatbot we're using, and you get to your information quicker. Because there are fewer ads, there's less internet slop, and you don't have to deal with as many links. You got to wade through just to get your answer. You can also do follow-up questions.
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Chapter 3: What is the significance of Grüns' $500M valuation?
We've got a link in the episode description. Your mom's going to love it too. And Jack, celebrate the wins. The tickets are on sale for Chicago. Buy them now, Yetis. And Jack and I will see you Monday. Before we go, a happy birthday to legendary Yeti Sarah Rudolph over in Port Townsend, Washington, celebrating big. And happy birthday to Lindsay Lieber in New York City.
And Michael Nelson has got a birthday in Des Moines, Iowa, baby. Congratulations to Steph Lados in Detroit, Michigan, who's graduating from law school. This pod? was, according to her, instrumental to her getting that degree. And Juliet Ruben Ramirez is getting her MBA over at Rice. Congratulations on the MBA win. Congrats to Vino and Rebecca from Toronto, who just got engaged. Congrats, guys.
Let's see some ring picks. And Kurt Peters and his lovely fiancee, just got engaged as well over in Ankeny, Iowa. We'd also love to see some pics. Fantastic celebration, guys. Congratulations to Evan Sheck, who's graduating from Indiana Business School. Not too shabby. And Eric Finney over in Chicago doing logistics got 25,000 steps in a single day this year.
And finally, if you got any questions for Nick and me, every Friday, we answer your questions on Instagram. It could be about the trade war. It could be about a profit puppy. It could even be about Jack's 42-step skincare routine. So hit us up at tboypod on Instagram. Call your mother and Nick and I will see you on Monday. This is Jack. I own stock of Netflix. Nick and I both own stock of Apple.
And we both own ETFs of the S&P 500. If you like the best one yet, you can listen ad-free right now by joining Wondery Plus in the Wondery app or on Apple Podcasts. Prime members can listen ad-free on Amazon Music. And before you go, tell us a little bit about yourself by filling out a short survey at wondery.com slash survey. We want to get to know you.
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