📺 “XXXL TV” — The 100-inch TV Boom. Calm’s election night win. Boeing’s return-on-union.

93.823 - 114.148 Jack

Look, Yeti's, political candidates are never perfect, even when you really like one of them. The reality, it's that all candidates got flaws. All of them do. Now, Nick and I have only been old enough to vote for president five times in our lives. Jack and I did the math. We've been on Earth for nearly 14,000 days, but on only five days could we actually vote for president. But you know what?

114.628 - 133.137 Jack

Each one of those five times we casted our presidential vote, each of those five times was special. It was so special that we can remember every detail from each of those times. Like, Jack, take me back. First memory, voting, what do you got? Well, before I voted, my parents used to take me into the voting booth, and I found that to be an extremely special occasion.

133.398 - 153.187 Jack

My dad would tell me which two lines to connect, and he would let me have the honors. And then they'd, like, move the curtain, and it was like a moment of calm, probably, while you're just in there with your family. Might technically be voter fraud, but let's overlook that, okay, for a second. I remember the first time I voted, walking into the public school gymnasium and you could smell it.

153.287 - 171.632 Jack

I can still smell what that sweat was like from that gymnasium floor. You could see light coming in and it was just, it was a surreal experience. During the pandemic, I voted from this random town where I was living in an Airbnb. It was like a really small town and the whole administrative building was one room.

171.732 - 191.943 Jack

Well, this time, Jack, I still remember the weight of the Sharpie pen I used for the mail-in ballot. You remember the pen you use. I voted about a week ago, but yesterday on the way home from the studio, I stopped by a voting station just to experience the camaraderie. Because the people waiting online are voting for different people, but they're all fortunate to be there.

378.959 - 397.735 Jack

So we got the data from four years ago, and basically the 30 seconds of silence on election night? Jack, what were the results? Twitter references of Calm quadrupled after that ad hit the TVs. Oh, and it wasn't just Twitter talking about Calm, because the downloads of the app, they also got a boost from these blank ads.

488.048 - 516.603 Jack

So the way we see it, Calm found their Super Bowl with Election Night, the most stressful day of the year for the least stressful app. You don't need to buy an ad in the Super Bowl. You need to find your Super Bowl instead. Yetis, find your Super Bowl. For our second story, after two painful months, Boeing's workers voted to end their epic strike. America is back to making airplanes again.

516.684 - 542.159 Jack

But was the strike worth it? We calculated the ROU, the return on unions. So Yetis, we know you were all focused on one particular vote this week, but there was actually another vote that also happened this week. On Monday, Boeing workers voted to end their strike. That's the news. The union representing 33,000 Boeing workers has been on strike since September 13th.

542.239 - 563.168 Jack

But on Monday, 59% of those workers voted to get back to work, back to making airplanes. And Jack, what's the main reason why they all voted to get back to making all those 747s and 757s? Because Boeing is giving them a raise. Boeing sweetened the offer and the union accepted it. This was a case study on striking. Their strike paid off, literally.

563.249 - 580.235 Jack

But yetis, let's take you back to when the strike began. Because back then, workers and management were way apart on how much workers should get paid. Jack, I think you're talking about the Zopa there. You're talking about the Zopa, aren't you? What Zopa? Is that a business school term? It is the zone of potential agreement.

580.495 - 597.38 Jack

It is like the two numbers far apart between two sides, but there's the potential for them to find something in the middle. The situation was this. Boeing workers were mad that in the previous eight years, they had only received a 4% pay raise. I also just kind of like saying the word Zopa because it rolls off the tongue.

988.335 - 1010.472 Jack

The first is the direct-to-living-room streaming revolution that started during the pandemic. Thanks to new TV technology, people are recreating movie theaters in their living rooms. The second reason we're getting these giant TVs is that the price of them have fallen in half in just the past year. Half price on huge TVs. And what's the result of that change, Jack?

1010.612 - 1032.043 Jack

The number of XXL TVs, like 100 inches large, has 10x'd in just the past year. So Jack and I got curious. How are TVs getting so much bigger and the prices getting so much smaller at the same time? I feel like we got to pinch ourselves. As a TV-watching guy that I am, this is the best of both worlds.

1032.203 - 1050.412 Jack

By the way, Yetis, before this show, Jack told me his dream is to have his kids and his kids' cousins all watching a giant TV in their living room with Nicole Kidman. I said I want a movie theater in my house so that Wilder and all his cousins, yeah. With Nicole Kidman, though, right? Yeah. I don't know why you said Nicole Kidman.

1050.452 - 1074.203 Jack

Anyway, yetis, we've got an answer for you for that big question, and it's our takeaway. So, Jack, what's the takeaway for our buddies buying huge TVs? Moore's Law. It's incredible, and it's incredibly true. Yetis, if the tech community had a list of 10 commandments, then the number one commandment would be Moore's Law. It was named after the co-founder of Intel, Gordon Moore.

1074.523 - 1094.642 Jack

And here's the law from Gordon Moore. It's that a computer circuit gets twice as powerful or falls in price by half every single year. That computers get twice as powerful or fall in price by half every single year. every year. Now, he came up with this concept in 1965, and yet, this law is still remarkably true today.

833.373 - 860.116 Jack

For our third and final story, we're in the era of the XXL TV. The number of 100-inch TVs sold in America has grown by 1,000%. This isn't a big-screen TV. It's a huge-screen TV. And it explains the most fundamental law of innovation. So, Jack, I remember my first HD high-definition TV. It was on a playdate at the Sony Innovation Center on 55th Street.

860.176 - 861.097 Unknown

Really? What was your first HD?

861.117 - 879.956 Jack

Really? My first one was bought by my brother, Tuck, but he borrowed my money to purchase it. It was kind of messed up. I was like 13 years old. Oh, it sounds like Tuck, Jack. Oh, and Nick, it was so heavy, this TV, we needed to lift it with oven mitts. Otherwise, your hands would have like massive painful lines from the corners of the TV.

880.216 - 904.844 Jack

I don't understand why, but I'll discuss it with you after the pod. Yetis, today they're now selling TVs that are five times bigger than what Jack just mentioned with eight times the resolution. And somehow for half the price. If you're watching HDTV of football on Sunday, the TVs are so good, so big, so high def, you can see the protons in the players' bodies.

905.084 - 926.157 Jack

And again, those TVs are half the price what they used to be. Now, besties, maybe you're a no TV Tina. You don't got any big screens in your little home. You've been streaming Netflix from your trusty MacBook for years, and you have no plans of changing that. But most Americans are more like TV tuckers. Like my brother, the average household has almost two and a half TVs in America.

1050.452 - 1074.203 Jack

Anyway, yetis, we've got an answer for you for that big question, and it's our takeaway. So, Jack, what's the takeaway for our buddies buying huge TVs? Moore's Law. It's incredible, and it's incredibly true. Yetis, if the tech community had a list of 10 commandments, then the number one commandment would be Moore's Law. It was named after the co-founder of Intel, Gordon Moore.

1074.523 - 1094.642 Jack

And here's the law from Gordon Moore. It's that a computer circuit gets twice as powerful or falls in price by half every single year. That computers get twice as powerful or fall in price by half every single year. every year. Now, he came up with this concept in 1965, and yet, this law is still remarkably true today.

1094.782 - 1114.377 Jack

For basically all kinds of technology, they get twice as fast and half as expensive each year, thanks to innovation. And that's why when Jack and I went to Best Buy, we noticed they're selling 100-inch XXL TVs for just $1,700, which is half the price. price of last year. There's no better place to see Moore's Law than in televisions.

1114.617 - 1137.673 Jack

In fact, for 40 straight years, the average price of a television in America has fallen even as those TVs have gotten bigger and better and higher definition. For 40 straight years, the average TV has fallen in price. So Jack, how did the 100-inch XXL TV fall in price by 50% in one year? Moore's Law. It's incredible, and it's incredibly true.

1140.498 - 1162.917 Jack

Jack, can you whip up the takeaways for us for Ceviche Wednesday? Calm won election night with their attention grabbing 30 seconds of silence. Instead of buying a Super Bowl commercial, Calm found their own Super Bowl. And you can too. For our second story, it's Boeing. Their workers' union accepted a 38% pay raise over four years, so they're getting back to work.