The Best One Yet
⚔️ “Wakanda got Tariff’d” — Trade War’s nuclear fallout. White Lotus’ drip strategy. Coach’s dwell time.
Fri, 04 Apr 2025
White Lotus’ szn finale is Sunday… and HBO’s drip strategy is beating Netflix’s drop.The best way to understand Trump’s trade war nuclear bomb?... The $324 iPhone tariff.Coach’s handbag stores are adding ice cream bars?... Because “dwell time” leads to “sell time.”Plus, Buffalo Wild Wings invented March Madness smart-glasses that beat Apple’s Vision Pro…$WBD $NFLX $TPR $AAPL $NKE $SPYWant more business storytelling from us? Check out the latest episode of our new weekly deepdive show: The untold origin story of… 📱iPhone: The Device Steve Jobs Didn’t Want to Build. 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 Susper 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 latest news on tariffs affecting Wakanda?
I don't think that's a real headline, but I would be surprised. Breaking news. Jack, I'm getting word that Black Panther, the leader of Wakanda, is putting retaliatory tariffs on America. That's how the news cycle has felt recently. We are living through history. The S&P 500 sank by 5% yesterday, the worst day since 2020. It's all because of Trump's global trade war, which we'll get to in a sec.
Jack, three stories for today's show. What do we For our first story, the White Lotus season finale is this weekend, but it's already answered the biggest debate in streaming. The HBO weekly drip versus the Netflix binging drop. For our second story, this week, President Trump dropped a nuclear tariff bomb in Trade War II. So let's zoom in on the $324 iPhone tariff.
And our third and final story, for some reason, Gen Z is spending all their time hanging out in Coach handbag stores. Turns out the reason is a brand new concept, and it's called dwell time. Dwell time. Dwell time. I could use some dwell time. But yetis, before we hit that wonderful mix of stories. Fantastic mix of stories to go into the weekend with Jack.
According to every tech company, glasses... are the future of computing. You got Google Glass, Meta Ray Bands, Apple Vision Pros. They're all glasses. But the most powerful glasses aren't from Silicon Valley. They're from Buffalo, New York. We're talking Buffalo Wild Wings glasses. Here's the problem.
You're at Buffalo Wild Wings watching the Final Four this weekend, plus every baseball game and golf. Plus a couple basketball games and hockey. Jack, what is the solution to watch all those games? Glasses? that let you watch 10 screens at the same time. Get this, Buffalo Wild Wings is now selling a single pair of glasses to let you watch 10 screens at once.
And the wildest part, you don't plug these in. They don't have a battery. They don't even use electricity. No, because these glasses are simply attached with 10 mirrors sticking out of the frames. It's like those mirrors you can attach to your bike helmet. I can picture that. But there's 10 mirrors. So besties, you put these on, you can watch Duke versus Alabama directly ahead.
and then tilt the nine mirrors just right so you can watch the entire Major League Baseball slate. Jack, this is not a bifocal, it's a tenfocal. It's not four eyes, it's ten eyes. This is the biggest innovation in glasses since the croquis. You kind of look like Edward Scissorhands, but on your head. In a good way.
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Chapter 2: How is the HBO drip strategy changing streaming?
The way Jack and I see this, this isn't even the cleverest part of the innovation, is it, man? The cleverest part is that they're not giving them away for free. Buffalo Wild Wings is charging $10 per use. Which is still 99% cheaper than those Apple Vision Pros. And you only look marginally more ridiculous. So yeah, it is one chicken wing chain just out-innovated big tech.
And these spectacles, they're a spectacle. Oh, yeah. Jack, let's hit our three stars.
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.
I would define reclaiming as to take back what was yours. Something you possess is lost or stolen, and ultimately you triumph in finding it again. Listen to Reclaiming with Monica Lewinsky wherever you get your podcasts.
For our first story, the White Lotus season finale is this Sunday. Whose dead body is going to end up floating in that pool? Nobody knows. But the bigger question, is HBO's drip strategy better than Netflix's drop? We have got the answer. But Yeti is White Lotus. Sex, money, and room service. Someone's going to get undressed, and someone's going to die. Popper, I'm going to need more lorazepam.
That's pretty good. That's pretty good. Yeti's in February. We told you about the White Lotus effect. Wherever the show films, tourism jumps by 20%. Is that the patio where Lori wings at Valentin? Well... Sure, I'll pay $2,000 for that room. By the way, we just got new numbers. The White Lotus actors all got paid the same fixed rate, $40,000 per episode, and there was no negotiating.
So regardless of fame, each and every actor got paid $320,000 for the whole season. Whether you were Saxon, Lachlan, or Piper, you got the same pay. Yeah, it's a big show, so the studio has leverage in terms of what they're dishing out for paychecks. Patrick Schwarzenegger, by the way, He actually cried when he got selected for the cast. He posted a video about it.
Yeah, in the video, I think he goes, Tsunami! But seriously, where's my lorazepam? I think it's lorazepam. But I love where you're at, Zach. But yet he is no spoilers here. Jack is two episodes ahead of me. And we noticed that the biggest drama in White Lotus isn't Chelsea's teeth or the brotherly love. It's the publishing strategy. That's... the biggest drama.
More specifically, the drip strategy versus the drop strategy. Because Netflix lets you binge it all, but HBO makes you wait seven days for the next episode. We're talking about the delay versus the deluge. The binge blitz versus the trickle treat. The Netflix feast versus the HBO tease. This is the biggest divide in streaming. It really is.
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Chapter 3: What is the significance of the $324 iPhone tariff?
Well, Jack, I got to ask, after all of these new dwell stores, is the dwell concept working for Coach? Absolutely. At least it's causing your people to dwell more. Yeah. These dwelling activities have increased the time spent in stores by 4 to 8x compared to a regular store. At one Coach store in Malaysia that had live music and a DJ, you spent 12 times as much time in the store just dwelling.
Now, at first, I thought this was a dumb idea. Jack questioned the whole story. He really did. Why would a handbag store... Start side hustling as like a concert venue. Like, are you a bag shop or are you an ice cream shop? I'll tell you what, Jack. If they added a mechanical bull, I'd probably buy three bags before I even walked out. No, you wouldn't.
But like a mechanical bull would be so incongruent with the bag store. I guess you're asking, Jack, if people dwell more, but to what end are they dwelling? I could take my shirt off and people would dwell more. Well, maybe not. Maybe not. So Jack wants a takeaway for our buddies over at Coach. More dwelling, more selling.
Yeah, according to Path Intelligence's latest white paper, there's a high correlation between dwell time and spending. The more time a customer spends chilling with an ice cream cone or a DJ or a custom tote bag embroidery station, well, the more likely they are to walk out having swiped their credit card.
Plus, the more time they're dwelling in your store is the less time they're spending at the competition store. So Coach is adding on-brand, non-disruptive activities to their stores to increase dwell. No to the mechanical bull. No to me taking my shirt off either. But yes to a live string quartet. So Yeti's Coach handbags, they reveal a big new data point. More dwellin', more sellin'.
Jack, could you whip up the takeaways for us for the real Friday? White Lotus has captured the zeitgeist for eight weeks because their episodes drip. They don't drop. Netflix's binge felt like disruption, but it was just a temporary interruption. For our second story, Apple. Everything Americans buy from abroad has a new tax. For the iPhone, it's $324. Well, who's going to pay that tax?
Us consumers, Apple, and maybe Foxconn, the factory, too. And our third and final story is Coach. They're adding activities in their stores to increase dwell time. We've literally never said the word dwell as many times as we just said it. And they're doing it because more dwelling leads to more selling. But yetis, this pod's not over yet. Here's what else you need to know today.
Yeah, we were curious. First, the only stock market winner yesterday, McDonald's. They ended up 2% at an all-time high. Why? Because investment banks hugely raised their expectations yesterday that the economy was going into a recession. The S&P 500 is now down 12% from its all-time high, and the tech-heavy Nasdaq is down 18%.
By the way, Nick and I, we don't sell our stocks during panics like today. No way down. This isn't investment advice, but we've been through these before, and downturns have always rebounded. And second, Hershey's chose T-Day, tariff day, to make a huge announcement, shockingly. The chocolate company is buying Lesser Evil, that popcorn brand you see at the co-op. I know you're a popcorn guy, Jack.
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Chapter 5: What are the implications of the new trade war tariffs?
Yeah, according to Path Intelligence's latest white paper, there's a high correlation between dwell time and spending. The more time a customer spends chilling with an ice cream cone or a DJ or a custom tote bag embroidery station, well, the more likely they are to walk out having swiped their credit card.
Plus, the more time they're dwelling in your store is the less time they're spending at the competition store. So Coach is adding on-brand, non-disruptive activities to their stores to increase dwell. No to the mechanical bull. No to me taking my shirt off either. But yes to a live string quartet. So Yeti's Coach handbags, they reveal a big new data point. More dwellin', more sellin'.
Jack, could you whip up the takeaways for us for the real Friday? White Lotus has captured the zeitgeist for eight weeks because their episodes drip. They don't drop. Netflix's binge felt like disruption, but it was just a temporary interruption. For our second story, Apple. Everything Americans buy from abroad has a new tax. For the iPhone, it's $324. Well, who's going to pay that tax?
Us consumers, Apple, and maybe Foxconn, the factory, too. And our third and final story is Coach. They're adding activities in their stores to increase dwell time. We've literally never said the word dwell as many times as we just said it. And they're doing it because more dwelling leads to more selling. But yetis, this pod's not over yet. Here's what else you need to know today.
Yeah, we were curious. First, the only stock market winner yesterday, McDonald's. They ended up 2% at an all-time high. Why? Because investment banks hugely raised their expectations yesterday that the economy was going into a recession. The S&P 500 is now down 12% from its all-time high, and the tech-heavy Nasdaq is down 18%.
By the way, Nick and I, we don't sell our stocks during panics like today. No way down. This isn't investment advice, but we've been through these before, and downturns have always rebounded. And second, Hershey's chose T-Day, tariff day, to make a huge announcement, shockingly. The chocolate company is buying Lesser Evil, that popcorn brand you see at the co-op. I know you're a popcorn guy, Jack.
Hershey's is going to pay up to $750 million for the popcorn brand if they hit some fantastic milestones. And finally, the final four is this weekend. Four number one seeds are remaining on the men's side. Three number one seeds and one number two seed remain on the women's side. March has had no madness. Zero madness. If you picked only the favorites to win, you're probably winning your bracket.
And that's kind of lame. Eastern Purdue Central State University just didn't do it for me this year, Jack. The less risks you took on your bracket, the better you've done. Yeah, I only had upsets. Now time for the best fact yet. This one sent in by Breaking News, Jack. The White House has just announced new tariffs on Westeros.
The Fifth Kingdom in Game of Thrones will now have a 25% tariff on barley, grain, and dragon's eggs exports. Oh boy. Is the Bank of Braavos going to cut interest rates to account for this? Breaking News update, Jack. I'm getting word that Queen Cersei of Westeros is putting retaliatory tariffs on all U.S. weapon exports. True story. I got a feeling Littlefinger's behind this whole policy.
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