The Best One Yet
🐻❄️ “Artificial Santa” — Coca-Cola’s AI holiday ad. Axon’s bipartisan tasers. Beta’s e-airplane IPO. +Line-Waiting Biz
05 Nov 2025
Chapter 1: What is the main topic discussed in this episode?
This is Nick. This is Jack. It's Wednesday, ceviche, Wednesday, November 5th, 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. Basties, the New York mayoral election just drew its highest voter turnout since 2001. Jack, that year, what else was it?
That's the year that Mike Bloomberg replaced Rudy Giuliani as the mayor of New York City. Now, yetis, we don't have the results as of this recording, but we will provide coverage on the economic and business consequences of the elections in tomorrow's pod. But we do have three fantastic pop business news stars. I mean, these are so good. Jack, what do we got on the pod?
For our first story, Coca-Cola's new holiday commercial. It's got Christmas critters, a big red Santa, but it's all A.I., The headline and the comments say we hate AI art, but the data says we actually don't. For our second story, on this day after election day, one stock defies politics. It's Axon, the maker of tasers. Because Axon figured out how to make a device of business bipartisan.
And our third and final story is the newest Wall Street IPO. It's an electric airplane called Beta. Electric plane? A plane that you plug in. But Beta's real secret, it's making money on electric airplanes, even if you don't buy one of theirs. Cha-ching button. Okay. Oh, yeah. All right. I got the button right here. All right. You get the button today.
Well, that's the one time you could pass it. That was satisfying. That was good. But yetis, before we hit that wonderful mix of stories. Fantastic mix of stories. Love the mix on the pod, Jack. The odds are, statistically speaking, with a 99% degree of confidence, you are in line right now. That's right, besties. You are sitting, standing, waiting somewhere on a line.
Because if something is hard to get...
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Chapter 2: What is Coca-Cola's new AI-generated holiday ad about?
I want to get it. And you're willing to stand in line to get that thing. The most active thing you can do right now is doing nothing in line. Which leads to the newest industry, line waiters. Yep. Get this. At the Rose Fashion sample sale last weekend in New York City, there was a $3. our line wait. But people were willing to pay 800 bucks for someone else to wait on that line for them.
I think we may need to press the cha-ching button again, Jack, because that is now a business, line waiting. In fact, a startup called Line Dudes has been hiring professional line standers. Qualifications need to have two working legs and a whole lot of patience right now. Line Dudes. says that paid line waiting demand is at an all-time high. Waiting online for a Broadway musical?
Boom, they charge you $20 an hour. Waiting online for that viral new taco? $23 an hour.
Chapter 3: How did Axon achieve bipartisan support in a divisive market?
It's raining or below freezing? Another $10 an hour upcharge. There's even a line waiting business at the Supreme Court when they're in session because rulings are read in person first and news agencies want that data first. That'll be $27 an hour, Your Honor.
What?
You may return to the bench. 27 bucks, besties. That is nearly double the minimum wage just to wait in line. And you don't have to do anything. You can watch Netflix if you want. I mean, in fact, Jack, if you got a remote job, you could also become one of these professional line waiters. You mean you could wait online and do your job at the same time? I'm suggesting the double dip, Jack.
Yetis, you may have heard that time is money. Well, never a better time.
Chapter 4: What makes Beta Technologies' IPO unique in the electric aviation sector?
Get paid for your time.
And it's time for us to hit our three stars.
Jack, let's hit it. 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.
For our first story, Coca-Cola and Oreo. They're going all in on AI generated advertising. Coke Christmas commercial? Yeah, that is an AI Santa. It sounds like everyone hates AI ads, but the data shows we actually don't.
Chapter 5: How is the line-waiting business evolving in today's economy?
All right, yetis, signs of the holidays. We're seeing them right now. Mariah Carey's on the radio. You're trading pumpkin spice for candy cane flavors. And Jack, you are wearing a huge vest. Dude, I just got this this past weekend. They asked what size. I said as big as I can get. Bessie, if you're watching on YouTube right now, you may not see Jack. You may only see his vest.
Dude, hunter green. It's my favorite color. We had to go widescreen for the video footage for today's show. Now, Bessie, the other sign that it's the holidays is that the big guy in red, Santa Claus, is out and about in the economy. Dude, did you know that the modern depiction of Santa Claus wearing a red suit was invented by Coca-Cola? Yeah, Coca-Cola is who got Santa wearing red.
That's how he got into it.
Chapter 6: What lessons can we learn from Coca-Cola's AI advertising strategy?
I think Santa's like a German thing, but the red velvety suit with the white pom-pom, that was 1931 Coca-Cola's advertising department. True story. The strategy? Boost Coca-Cola's soda sales in the winter by making the brand more interesting. And Coca-Cola plus Santa is a marriage that's stuck. You got Red Santa, you got the Red Sleigh, classic holiday, ah, a classic brand.
But last year, there was some Santa drama. Oh, are you talking about the polar bears? The polar bears? Eh, they looked a little off. Yeah. The soda? Eh, what's going on there? And the truck wheels in the Coca-Cola ads, they just weren't turning normally. Here's the deal. It was Coca-Cola's first AI-generated ad. Christmas commercial.
It was one year ago, and it faced a ton of backlash for replacing Madison Avenue ad people with large language models in San Francisco. But here's the shocking news. After having had one full year to think about it, and despite AI's Santa gate tearing down the company last year, Coke just ordered up another AI-generated holiday commercial. That's right.
The video of Coke's new ad is already on YouTube. It's hitting TV this weekend. You're going to see it if you're watching the NFL football. There's a bunch of Christmas critters in the snow smiling as a big Coca-Cola tractor trailer drives through town. And according to the Wall Street Journal, more of these AI Coca-Cola ads are coming this holiday season. Now, yes, the AI is better this time.
The wheels on the truck are actually spinning in the same direction. The wheels actually go round and round, round and round. Now, Coke won't say how much money they're saving by using AI instead of advertising people. No, they won't, Jack. But according to The Hollywood Reporter, This commercial took 20 people plus AI software to create.
It usually takes 50 people without AI software to do a commercial like this. And according to PFWTM's, people familiar with the matter, this took one month to create the Coca-Cola ad instead of the one year that it typically does. But hold my double stuffed Oreo.
Because the owner of Oreos, which is Mondelez, just invested $40 million into their own AI software to replace their advertising department. We repeat, Oreo is going to have their own multi-million dollar AI ad department. technology. And unlike Coca-Cola, Oreo is totally open about the money they're going to save. Yes, they are.
They say they'll cut their costs long-term for advertising by up to 50% by using AI. And that's why Oreo is spending the equivalent of five Super Bowl ads on this brand new AI ad technology. So if you see an Oreo dipped in a glass of milk on TV and the cookie doesn't crumble quite right. Yeah, the new Oreo AI is still working out the kinks.
Or as the AI industry says, this is the worst AI you'll ever have. Why do they always say that? They always say that. That's what the thing is. So, Jack, what's the takeaway for our buddies over in AI? AI advertising is like french fries. You say you don't want any, but you actually do. Yesterday, Jack and I did a whole story about how the American public has broad bipartisan hatred of AI.
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