The Best One Yet
🛸 “$UFO” — Drone stocks’ mystery surge. Crumbl’s $1B cookie. Waymo beat Lyft.
Tue, 17 Dec 2024
Crumbl Cookies have reached all 50 states with a new biz model… B2A: Business-to-Algorithm.There’s a drone mystery in the New Jersey skies… So we found 3 drone stocks surging.Waymo just passed Lyft for the 1st time ever in a ride-hail market… because money is a moat.Plus, PEZ candy was actually inspired by cigarettes… and that wild story is the latest episode of our weekly show, The Best Idea Yet. 🍬Pez: The Cigarette-Inspired Candy. Subscribe to our new (2nd) show here: Wondery.fm/TheBestIdeaYetLinks. Episodes drop weekly. It’s The Best Idea Yet.Merch: tboypod.com/shop $PLTR $RCAT $LYFT $GOOG—-----------------------------------------------------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 three business stories today?
This is Nick. This is Jack. It's Tuesday, T-Boy Tuesday, December 17th. And today's pod is the best one yet. This is a T-Boy. The top three pop business news stories you need to know today. Yetis, we know what you're thinking. Why is Jack podcasting with Tyra Banks? over here. Well, I am not the America's Top Model Tyra Banks. I'm just wearing our T-Boy merch on the podcast.
Our holiday merch collection shipped yesterday. So if you order T-Boy holiday merch, it'll arrive at your door in a few days. If you didn't order that merch, we have good news for you. We have this merch available to buy right now. That's right. Our essentials collection is still available at tboypod.com slash shop. How does this look, Jack? How do I look like this? Is this good?
Is this a good look for me? You're a tiger. You're a tiger. If you order the hat, Nick will never do a feline impression ever again on the show. Go to tboypod.com slash shop. Jack, three stories for today's show. What do we got on the pod? For our first story, Crumble Cookies is now in all 50 states. Wow. They got the fastest growing food chain thanks to a new business model.
Jack and I call it B to A, business to algorithms. For our second story, there's a drone mystery in the skies above New Jersey that everyone is freaking out. So Jack and I found three drone stocks. That's right, drone stocks. And they're flying too. And our third and final story. For the first time ever, the Waymo RoboTaxi just passed Lyft in the city of San Francisco.
Chapter 2: How did Crumbl Cookies reach $1 billion?
Sit down, stand up, and hail a RoboCab again because Waymo is beating Lyft because money is a moat. But yetis, before we hit that wonderful mix of stories... I mean, does it get any better than that? Fantastic mix of stories today, Jack. Yesterday, we asked you our weekly T-Boy trivia question. What candy was invented as an anti-cigarette product? What sweet was started to help you stop smoking?
Well, the answer, Yetis, is the Pez. Pez candy. You pop it out of a tiny tube and it was meant to make you stop smoking. That's right. The candy that comes out of Batman's mouth. Yes, it was inspired by smoking. That wild Pez story is the latest episode of our weekly show, The Best Idea Yet. The Best Idea Yet. The untold origin stories of the products you're obsessed with.
But Jack, could you sprinkle on some context for our buddies over at Pez? Pez is 100 years old. It is. But they still sell 75 million Pez containers every single day. And the Pez candies, yeah, they still taste like chalk. And yet few know that Pez actually began as an anti-cigarette device. Get this, instead of reaching for a cigarette, Pez wanted to offer you a sweet instead.
They even made a Pez dispenser that looks just like a lighter. Now that I see it, Jack, I can't unsee it. And even fewer know about the Pez Outlaw. The Pez Outlaw, a law-breaking, Pez-loving citizen outlaw who almost took down the entire company. So later today, after this T-Boy episode, check out our weekly deep dive show, The Best Idea Yet. The Best Idea Yet. New episodes drop every Tuesday.
We got a link in the episode description. Because Pez changed candy forever. Even though Pez was never meant to be a candy. So tap the link in our episode description and check out The Best Idea Yet. Because Pez is simply the best idea yet. But today's show, Tyra Banks? Yeah. It looks better than your silhouette. Oh, today's show looks wonderful. Don't do a feline impression.
Let's hit our three stores.
15 years before this song, two boys from the Northeast met in a 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 ready to go. We can't wait no more, so just start the show.
First, a quick word from our sponsor.
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Chapter 3: What is the mystery behind the New Jersey drones?
His warning was that politicians liked war because they often owned stocks in defense companies, and they often work at those defense companies after they're done in office. Well, we noticed that we're seeing something similar today. And it's not just the president's son who's blown up stocks of drone companies these days.
Palantir, a tech company founded by Trump advisor Peter Thiel, is now a top military contractor. And how is Palantir's stock doing, Jack? It's quadrupled in 2024. It just joined the NASDAQ 100 stock index. And that drone stock we mentioned, Red Cat, they jumped 20% this week because of a software deal. with Palantir.
Palantir is bringing AI superpowers to the US military and Red Cat drones are now going to be piloted by Palantir's AI. Besties, that is the industrial military complex and it's the hottest sector of the stock market. Now, a quick word from our sponsor.
Every big moment starts with a big dream. But what happens when that big dream turns out to be A big flop. From Wondery and At Will Media, I'm Misha Brown, and this is The Big Flop. Every week, comedians join me to chronicle the biggest flubs, fails, and blunders of all time, like Quibi. It's kind of like when you give yourself your own nickname and you try to, like, get other people to do it.
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Like, if I'm watching the dancing and I'm noticing the feet aren't touching the ground, there's something wrong with the movie.
Find out what happens when massive hype turns into major fiasco. Enjoy The Big Flop on the Wondery app or wherever you get your podcasts. You can listen to The Big Flop early and ad-free on Wondery+. Get started with your free trial at wondery.com slash plus.
For our third and final story, Waymo is now a bigger ride hail company than Lyft in San Francisco. It's a shocking reality check on Waymo's rise and on Lyft's demise. Yeti's funny thing happened to Jack and I over the weekend. We got a tip from a Yeti that became this story. Joe Esposito in Los Angeles replied to us on an ex-post. And we jumped in T-boy style. We got curious.
According to a third-party data provider called Yipit, Waymo has passed Lyft in San Francisco. Sit down, stand up, and hail a ghost cab, Jack. That is shocking news. Because Lyft has been operating in San Francisco for 12 years. San Francisco was Lyft's first city and remains its headquarters city still today.
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Chapter 4: How is Waymo beating Lyft in ride-hailing?
And those car companies, they just can't afford that kind of investment. But who can afford that investment, Jack? Tech companies. Alphabet's Waymo, Elon's Tesla, and Amazon's Zoox are leading the self-driving industry. Besties, before robo-taxis will ever turn a profit, it's going to require billions of dollars of investment every single year.
The tech companies have enormous profits to fund those investments, but car companies don't. And that's why General Motors, Ford, and VW are dropping out, but Google, Amazon, and Tesla are doubling down. Waymo passing Lyft and Cruise, it's a perfect reminder of this reality. Deep pockets win games. Money is a moat. And Big Tech, they've got cargo pants deep pockets.
Yeah, they've got a whole lot of pockets, Jack. You're going to have to check those pockets. They're so big. Jack, could you whip up the takeaways for us for T-Boy Tuesday? Crumble Cookies is in a thousand locations across 50 states. It's Utah's sugar unicorn, and they have a B to A business model. B to A business to algorithm. They don't serve consumers or other businesses. They serve algorithms.
For our second story. It's GTLD. Gym, tanning, laundry, and drones. New Jersey's drone drama has lit up the stocks of drone companies. The hottest sector of the Trump stock market is the military-industrial complex. And our third and final story is Lyft. They've been passed by Waymo in their hometown of San Francisco, according to third-party data. Deep pockets win games.
And to win in self-driving robo-taxis, you need some really dope. deep pockets. Like the deepest pockets of all time. Like the Abercrombie six-pocket cargo short kind of pockets. That's what you need if you want to win. Only big tech has those pockets. But yetis, this pod's not over yet. Here's what else you need to know today. First, Apple has a big new plan to save their iPhone sales.
Get this, foldable iPhones. According to the Wall Street Journal, Apple is changing the shape of their iPhone with two new models that'll come out in a couple years. Now, one is going to be a thinner iPhone, about half as thick as your current phone you got there. Which is really thin, I guess. And the other one will be a foldable phone with a whopping 19-inch screen. Isn't that a monitor?
Half tablet, half phone, half giant computer. And second, the German government has collapsed. Olaf Scholz lost a vote of confidence in the German government. And that comes just one week after France's government fell apart too. Oh, and then Jack, a little bit further up north. Yesterday, Canada's finance minister resigned, sending the government into chaos over there.
Across the world, voters are punching incumbents for inflation by voting them out of office. And finally, TikTok has formally requested that the Supreme Court intervene to stop the TikTok ban. On the same day, TikTok CEO went to Mar-a-Lago to ask Trump if there's anything he can do. Only one problem, the TikTok banning bill was passed by Congress and it was signed by the president.
January 19th, the day before the inauguration, is D-Day for TikTok. So follow us on TikTok while you still can, yetis. We got some good videos out there. Now time for the best fact yet. This one sent in by Yeti Christy March down in Colleyville, Texas. Have you noticed on your iPhone that when you snooze your alarm, it always snoozes for nine minutes?
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