The Best One Yet
🥤 “Vending Machine-Gate” — Poppi vs Olipop. NY’s Texas Stock Exchange. Netflix’s podcast move.
Fri, 14 Feb 2025
Poppi & Olipop’s rival sodas are the biggest drama in biz… because of $25K vending machines.Texas gets its 2nd new stock exchange in a year… The New York Stock Exchange is goin’ South-By-Southwest.Netflix is looking into launching podcasts… because there’s nothing hotter than a habit.Plus, Ikea just got into dating… it’s “Mattress Matchmaking.”$NFLX $SPOT $NYSEWant more business storytelling from us? Check out the latest episode of our new weekly deepdive show: The untold origin story of Ben & Jerry’s Phish Food ice cream 🍦. 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 is the top business news story today?
This is a T-boy. The top three pop business news stories you need to know today.
Celebrate the wins. What a week. But can we talk about that meal last night, man?
At Hand of the Wood? Oh, that was so good. I want two. I wanted three of everything. I got the Tagliatelle, which you should have ordered. I had huge regrets after that. Huge regrets. Anytime the restaurant says we have homemade pasta, order the pasta. Honestly, we should have worked on our menu strategy. In all seriousness, Nick, thank you for coming to Vermont. I feel incredibly loved.
You were my three-day doula. You gave me a great dose of friendship before my third baby's coming. I'm your doula dude, Jack. I got your back. I'm there. I was ready in case I had to cut an umbilical cord. Nick woke up at 3 a.m. Eastern time to catch a 5 a.m. flight to fly to San Francisco, and now he's recording the podcast. Anything... For the show, Jack. Anything for you, man.
Three stories for today's show. What do we got on the pod? For our first story, the biggest drama in business right now is Olipop versus Poppy. It's a prebiotic soda scuffle and it all comes down to a $25,000 vending machine. For our second story, guess who's about to get their second new stock exchange in the last year? Who is it? Texas is.
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Chapter 2: Why is there drama between Poppy and Olipop?
Texas, the New York Stock Exchange is about to go south by southwest. And our third and final story. The next big podcast platform is reportedly going to be Netflix. Netflix is looking into podcasts because there is nothing hotter than a hat. But yet is before we hit that wonderful mix of stories. Fantastic mix of stories. Love the mix, Jack.
Nothing says love on Valentine's Day like a bouquet of flowers, a box of chocolates, and spending three hours assembling a pinewood sofa together. Because the newest dating platform is actually being launched by Ikea. Ikea is the new Cupid. Get this. In England, Ikea stores are offering first date services this Valentine's Day.
That's right, IKEA partnered with a dating company to pair up singles at IKEA stores. Now, why would IKEA do dating? Here's the reason. People buy mattresses at IKEA. And the person you date is also your bedmate. So IKEA dating isn't matching you based on your personality, your occupation, or your horoscope. No, no, no, no, no. IKEA is matching you based on your mattress preferences.
Is a hard mattress gal compatible with a soft mattress guy? Jack and a cool bed dude love a warm bed, babe. If you sleep with your socks on, your mate better sleep with their socks on too. It's a red flag, Jack. That's a red flag. Honestly, this does make economic sense, doesn't it, man? Every couple spends a third of their lives in bed together.
So perhaps the key to a long-lasting relationship is actually mattress compatibility. But we haven't even told you the wildest part yet about IKEA dating. Get this. One lucky couple who matches through IKEA mattresses gets a romantic meatball meal in bed. No joke. Yeah, true.
If you walk into a British IKEA tonight, you may find your future husband or future wife on a mattress dining over meatballs. And then the store makes you a Swedish meatball with gravy that they serve you on the bed in an IKEA showroom. It's a wild first date experience. So yetis, this Valentine's Day, remember the number one rule of love. Round up to king size. Because everyone needs their space.
Even if you're a love. And if you're a cuddler, but your partner's not a cuddler. I prefer a full jack. I like to be close. I need the love. Let's hit our three stories.
15 years before this song, two boys from the Northeast met in the 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 significance of the new stock exchange in Texas?
This is what Jack and I found fascinating about this story. Jack, why would Netflix, a completely visual-focused TV long-form company, want in on a version of radio? First of all, they're video podcasts. Second of all, video podcasts represent a financial trick shot. Because they're more content, but at a cheaper cost than other forms of video.
What we're saying is that podcasts are high-yield media. Every form of content, Yetis, has a different business model with different associated costs and a different payoff. And we've calculated them and we've studied them. Like, why did MTV go all in on reality TV today? 30 years ago? Because reality TV requires one set, no script writers, and a cheap cast of non-actors.
That's a financial trick shot. And why has Netflix done 350 stand-up comedy specials on their channel? It's just one person at one location with no writers. It's a financial trick shot. And it's the same with podcasting. A one-hour episode costs thousands of dollars to produce, not millions of dollars. Now, Jack and I put huge mental work to prepare this podcast every day, beginning at 5 a.m.
But each episode of Squid Game cost $2.5 million, and that's a deal. Yeah. You know, Squid Game, they used 3,000 gallons of paint on that tug-of-war set. Jack and I, we have one backdrop. We have a simple backdrop, just like every other podcast. We have a microphone that's never broken. And that's our only equipment.
So with higher production costs since the writer's strike, Hollywood is looking for content deals and podcasts are the financial trick shot. Plus, podcasts have one other major advantage on other types of media. They develop habits. Habits. The podcast is a daily habit like brushing your teeth. And Netflix doesn't have that. So Jack, what's the takeaway for our buddies over at Netflix?
Netflix versus YouTube is Ollie versus Frazier. The media fight of the century. Yetis, the TV used to be dominated by Disney, CBS, NBC, Fox, and now it's dominated by YouTube and Netflix. Did you hear the wild stat this week? The most popular way that people watch YouTube isn't on a phone or on a computer. It's on a television. It's on a television.
YouTube put out a whole PR release that Netflix must have freaking hated. YouTube is the new television. So just as YouTube has encroached on Netflix's territory, viewing on TVs, now Netflix is encroaching on YouTube's territory with video podcasts. Who's winning? It's neck and neck. YouTube does $32 billion a year in revenue. Netflix, they do $34 billion a year in revenue.
Netflix is worth more than all the legacy media networks combined. And YouTube is the fastest growing piece of $2 trillion alphabet. Netflix versus YouTube. It's the media fight of the century. Ding, ding, ding. Smash that subscribe button to learn more. No, that's not necessary. No, that's good.
That's good. We have a YouTube show. Let's keep it, Jack. I love all of it.
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Chapter 4: How is Netflix entering the podcast space?
1.732.
So Mr. George Washington's birth year is the square root of the number three. 1.732 is the square root of three, and 1732 is George Washington's birth year. I've known that ever since middle school, thanks to Mr. Becker. Mr. Becker, you're getting an A. Yetis, you look fantastic over there for Valentine's Day. Seriously, you look your best.
And remember, if you really want to impress her tonight, make her some scrambled eggs. Yeah, that's like a $30 investment. I mean, Jack, eggs are the new oysters. I actually think they're more expensive than oysters these days. Yetis, have a fantastic long weekend. We're dropping a special episode on Monday, and then Nick and I will see you back here Tuesday.
So enjoy Monday's special show, and Jack and I will see you after. And before we go, a happy birthday to legendary Yeti, Naila Mohammadi, turning one year old down in Tracy, California. Get this, on June 2nd, 2023, Naila's mother surprised her husband that she was pregnant via a T-Boy podcast shout out.
And now, not only has that pregnancy resulted in a child, but that child, Naila, is one year old. Congrats, Nyla. And Carmen S., happy 30th birthday over in Tysons, Virginia. Happy birthday to David Wong in North Augusta, South Carolina. And Jolene Pucci's turning four years old, celebrating in Canton, Ohio. And Vlad, happy birthday down in Menlo Park.
Happy birthday to Bichuan Lo in Nanning, China, who's an entrepreneur with a sleep device called Lumos.tech. And Max John down in Crowley, Louisiana, is celebrating with some crawfish. Happy birthday to Carrie Patterson in Chicago, who's got a new small business. And Don Gugliano in Billings, Montana is celebrating best birthday yet. Happy four-year anniversary to Joy Lewis in Bethlehem, Georgia.
And Rick Ramirez was named Realtor to Watch of 2025. He doesn't miss a single one of his daughter's activities and he's selling houses. And happy five-year anniversary of their first date to Shannon Cosgrove in San Rafael, California. This is Jack. I own stock of Amazon and Netflix, and Nick and I both own stock of Spotify and Airbnb.
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