
The Best One Yet
🏈 “The Super Bowl Pod” — Kendrick’s $0 Halftime Show. Wilson’s football monopoly. The Curse of the Commercial.
Fri, 07 Feb 2025
Dirty secret of the Super Bowl halftime show… The show costs $50M, but the performer gets paid $0.Wilson makes all of the NFL’s football’s… and their factory in Ohio is freaky.The Curse of the Super Bowl Commercial is real… and it’s coming for AI.Plus, one basketball coach trademarked the term “Three-peat”... and could make millions if the Chiefs win.$AAPL $AS $SPOTWant more business storytelling from us? Check out the latest episode of our new weekly deepdive show: The untold origin story of… Monopoly 🎩. 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 are the top business stories related to the Super Bowl?
This is Nick. This is Jack. It's Friday, the real Friday, February 7th, and today's pod is the best one yet. This is a T-boy. Here's the top three pop business news stories you need to know today. The people have spoken. We got more comments on Spotify than we ever have before. I know. It was awesome to see. So we found the three most fascinating business stories on the Super Bowl.
So besties, grab some wet wipes for those buffalo wings and then send this episode to your buddy who you're watching the game with this weekend. Then grab some placards for the celery that's going to get stuck in your teeth because you're going to be talking about these takeaways the whole game. In the meantime, Jack, should we break and get to the takeaways? What do you think? Ready?
Three stories for today's show. What do we got? For our first story, a 30-second Super Bowl commercial just hit a record high price of $8 million. But when it comes to tech trends, the Super Bowl ad is actually a curse. For our second story, there's a wild secret about the Super Bowl halftime show. The performer is paid nothing. That's right.
Kendrick Lamar will make zero dollars at the halftime show. So we found the ROI. And our third and final story. For 70 years, one factory in Ohio has made every single football that the NFL uses. It's Wilson. Wilson is a publicly traded pure play ball business. And Jack and I went deep in the ball pit. But yet is before we hit that wonderful mix of stories. What a fantastic hunt.
But a fantastic mix of stories. Love the mix, Jack. Nick, to celebrate a touchdown, is Travis Kelsey going to get down on one knee and propose to Taylor Swift? I don't know. He didn't tell me. But you can actually bet on that along with four other Taylor Swift bets this weekend. It's going to be a wild weekend. Yeti's this Sunday. It's Philadelphia versus Kansas City.
Who is going to win, the Eagles or the Chiefs? The answer, none of them. Nope. Because the real winner of this Super Bowl is a retired basketball coach from upstate New York. Get this, ladies. Pat Riley, the former NBA basketball coach, could make millions on this football game. Not because he's betting on the game. It's because of an investment.
Jack, could you sprinkle on some more context for us, please? In 1989, Pat Riley's LA Lakers had just won two straight NBA championships. So his new goal was to win a third straight NBA championship. But before the season tipped off, Pat called his lawyer. Because Coach Riley registered the trademark for three Pete.
Three-peat, as in three and repeat, because he wanted to win three championships in a row. What we're saying is that Pat Riley, this coach, owns the right to three-peat in any context. So now, if your high school wins their third straight hockey championship and sells three-peat t-shirts, you gotta pay Pat Riley.
If your daughter is the top cookie seller in Girl Scouts and gets a three-peat badge, you gotta pay Pat Riley. And if the Kansas City Chiefs win their third straight Super Bowl in a row, they're probably gonna sell three-peat merch. But they're gonna have to pay Coach Riley an estimated $1 million in royalties. So, Yetis, we bet you Pat Riley is rooting for Pat Mahomes this Sunday.
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Chapter 2: Why are Super Bowl commercials so expensive?
And sends 27,000 of them to the National Football League. 5% of their revenue comes from the NFL, the most important football buyer in the world. And get this, the NFL actually requires that all game balls that they use are made in the USA. Now, besties, Jack and I always thought it was called American football to differentiate it from soccer. But in reality, it's more of an America situation.
Yeah, it is, yeah. They call it American football as a statement of pride, not to clarify. Yeah, in fact, just like the fashion or the car industries, interestingly, even the football ball industry has tiers. It has different levels. And the Duke, as it's known, the official NFL football, is the top of the line. It costs $150. That's basically the snitch of the gridiron.
And it's actually the same ball that has been played in every single 58 Super Bowls so far. But here's the fascinating part of this story. The brand new factory in Idaho, Ohio, it's built in the age of automation. But the entire manufacturing process is extremely human. Yeah, the company that owns Wilson, that makes all this, that built this new factory, it's actually publicly traded.
It's called Amherst Sports, $16 billion. We covered the IPO. But the assembly line is shockingly old-fashioned. From the hand stitching of the seams on this football. Which is incredibly cool. To the hand breaking in of the balls, which equipment managers on each NFL team do by hand. So the entire process of making the football is a human process. It's a craft.
The only part that's not is the microchip. Because since 2017, each ball has been implanted with a nickel-sized chip to detect with great accuracy the speed the ball is thrown and the distance the ball is run. And most interestingly, Jack, that chip in the ball is going to be used like a GPS device on the field, right? Someday, refs won't have to bring out the chains to measure our first down.
Instead, the chip will instantly tell the refs whether the brotherly shove was successful or not. Great. So AI is now coming for the chain guys on the football field, Jack. So besties, that ball you see on the field, it's more than just a ball. It's actually our takeaway. So Jack, what's the takeaway for all our buddies over at Wilson?
The closer we get to automation, the greater we value the handmade. Yetis, Jack and I see huge value in the potential for AI and robotics. It can improve quality, lower costs, huge power. But the reason Wilson can charge $150 for the Duke is that this football is made by humans. There are no robots at this factory, yetis. hands of the people of the town of Ada, Ohio.
That's what makes those Duke footballs. And consumers see value in that, and they'll pay a premium for it. It romanticizes the product. It's kind of like, yeah, sure, AI could make a podcast perfectly tailored for you, but your connection to a podcast is to the host. That's what brings value. The fact that Jack said shimu on the podcast the other day. Instead of timu or shien.
A robot podcast host isn't going to do that. I'm a human being, okay? And besties, you value your handmade vase at home way more than you value your factory-made bowl. That's why people will pay a premium, 150 bucks for the Duke, the most expensive football on the market. The closer we get to automation, the greater we value the handmade.
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