The Best One Yet
🦈 “Doo-Doo-Doo” — Baby Shark’s IPO. 85% off Ozempic. Lyft CEO David Risher. +Restaurant Hottie AI
07 Nov 2025
Chapter 1: What is the main topic discussed in this episode?
This is Nick. This is Jack. It's Friday, the real Friday. November 7th, 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. Sorry, one sec, Jack. Just celebrating the wins over here in the kingdom of capital, baby. Boom. The kingdom of capital. I won a week in San Francisco, dude. Incredible time. We got so many wins to celebrate.
We also got an amazing show today. Thank you, dude. We really do. Here. Can I have my beer? Yeah, you can. I was saving it for the sound effect so I could pop it open. Here we go. Cheers. Cheers. Cheers. But Jack.
three fantastic stories for today's team boy what do we got on the pod for our first story it's the latest ipo it's baby shark baby shark the 10 year old kids song baby shark just went public so we'll tell you how the most watched youtube video in history built a business on bothering you for our second story the price of ozempic just plummeted by 85 percent wow ozempic
basically on ozempic president trump negotiated lower prices with the big pharma companies so we'll explore trump rx for our third and final story fresh after lyft announced their earnings yesterday we got the ceo of lyft into the t-boy studio david risher is ceo for lyft and drives for lyft and he sat down to tell us all about lyft's best quarter ever
But yetis, before we hit that wonderful mix of stories. I mean, what a mix of stories. No one else is doing that mix yet. AI is going to change humanity with revolutions across industries. Medicine, defense, technology, all disrupted by AI. But AI will now also find you the restaurant with the hottest looking people. Get this. A new AI app doesn't just find you the best food.
It finds you the most attractive diners. It's called Looks Mapping. It's a restaurant app that ranks diners by their hotness.
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Chapter 2: What is the significance of Baby Shark's IPO?
I mean, Jack, all the models are eating at Mira Mae. The cute couples are at Catonia. And all the hotties? Yeah, we see you. You're eating over at Honey Brains. How do they do it? Well, the AI scrapes pictures from online restaurant reviews. And then it uses a set of superficial standards to rate the looks. For example, Finelli Cafe in Soho makes a decent martini. And the diners?
They get a solid 8.7 out of 10. Not too shabby. We're not judging the looks. AI is. Yeah. Oh. And this app has done that for 9,800 restaurants in New York, LA, and San Francisco. But there are some surprising twists. Yeah, there are. What else did we discover, Jack? Jelena, the trendy celebrity restaurant in Los Angeles, only gets a 5.9.
But the Chick-fil-A nearby that restaurant got a whopping 6.2 on the scale. That means the Chick-fil-A crowd is hotter than DiCaprio's. The AI says so, and thus it must be true. But when you go out to dinner, do you want to fit in or do you want to stand out? Interesting strategy. What do you think, Jack? It's always nice to be A tiny bit hotter than your peers. Yeah.
You're going to want to check the app on this one. Although I have always said it's inner beauty that counts the most. Talking about the steak, of course. Inner beauty. Great spot, Jack. They get a 6.8. Okay.
That's not what I meant at all.
It's actually a bar in the marina. Okay. Okay. Never mind. Let's hit our three-story cat.
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. Start the show.
First, a quick word from our sponsor.
For our first story, the latest IPO is also the cutest.
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Chapter 3: How does AI influence restaurant experiences with LooksMapping?
Valuation? Zero dollars. And yet, Baby Shark has turned one nursery rhyme into a $400 million business. Yeah. Aesop and his fables could have been a billionaire after they hear this story. If you're a kid, you know this song. If you're a parent, you definitely know this song. And if you're a Washington Nationals fan, you definitely, definitely know this song.
Because Baby Shark was the theme song of their 2019 World Series playoff. I mean, Jack, even dinks like my younger sister know this song. Because Ted Lasso adopted Baby Shark for the Jamie Tartt song. So, Jack, let's sprinkle on some historical business context here, please. Baby Shark was uploaded on YouTube in November of 2015, exactly 10 years ago.
And how many numbers they've been doing since then? It's the most watched YouTube video of all time by far. 16 billion views and number one on YouTube for the past 60 months and counting. This song only has 24 distinct words. Yeah. We'd play it, but it would be permanently tattooed on your brain. Yeah, your hippocampus couldn't get rid of this song. We played a line from it.
Here's the wildest part. The company that owns this baby shark empire doesn't own the song. They only own the characters around the song. Exactly. Exactly. The Baby Shark tune is actually an old campfire song that's been around for generations. It's like old McDonald's.
Right.
It's not ownable by anybody. What the business that owns Baby Shark did is add their own cartoon characters to the public domain song. Published it on YouTube and have racked in so many ad dollars. There's nothing baby about this shark. Even Grandma Shark can't. So, Jack, let's talk about the news.
Besties, on the 10-year anniversary of the song getting uploaded, Pinkfong, the owner of Baby Shark, just IPO'd on the Korean stock market. The valuation is $400 million. The revenues are $70 million a year. The profit margin is 20%. We're talking about a pure play nursery rhyme stock. Nick, can you share more details? Yes, I can.
The Baby Shark business model, it's basically like a Disney-like flywheel of products and with Pixar-worthy IP control. There are 3,000 different licensed products that kids can buy related to Baby Shark. Okay, get this. We did the research. That is 30 times more licensing deals than the average Disney character. There's beddings, there's toys, there's even fishing tackle. Baby Shark is a fish.
It kind of messes with my mind, but yeah, Baby Shark fishing tackle. And then in 2019, like Disney does with Frozen on Ice, they expanded to experiences. Baby Shark's owner, Pink Fong, turned Baby Shark from a 75-second song into a 75-minute musical. The biggest corporate shareholder of this company is Samsung, the Korean tech company with 17% of the shares. So there is a tech connection here.
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Chapter 4: What are the implications of Baby Shark's business model?
Turns out it kind of is here to stay. So anyway, so we're embracing them. We're embracing self-driving cars for many different vendors and manufacturers and so on and so forth. Waymo is one. May Mobility is another. We work with Atlanta. Baidu, which is effectively the Google of China. We use their technology or will use their technology next year in Europe and on and on and on.
So one basic thing is we're going to have multiple partners. So we are going to be, let's call it polyamorous a little bit too. You know what I mean? Or can we just kind of stay with that whole vibe a little bit for a second? We're going to be polyamorous because we're not in the business of building cars. We're not in the business of building a baby tech.
And it really is in our interest, and frankly, in the industry's interest, for there to be multiple good suppliers of this. And then city by city, it's going to be different.
But the one thing that will be the same is in all cities, there's going to be what we call a hybrid network, a combination of some percentage of self-driving cars, which will be fairly small for the foreseeable future, and a lot of driver-driven cars, a lot of driver-driven cars.
Besties, Nick and Jack back with you from the T-Boy studio. We're going to publish the full 50-minute episode of our sit-down interview with David next Friday. Spoiler, he's not just CEO. He's also a Lyft driver.
Yeah, he's got some wild stories. It's really good. I started driving actually before I became CEO. I started driving about, I think it was four or five days before I joined the company as CEO, because I just wanted to feel what it felt like. I wanted to learn what the driver experience was, and I wanted to hear from riders what it is that they how they experienced the ride. It's great.
The answer to how I reveal it is I don't until about two minutes until the end. Okay. And then all hell breaks loose.
So tune in next Friday to hear more. Fascinating, dude. Jack, could you whip up the takeaways for us heading into the weekend? After its IPO, you could buy a share of Baby Shark for your kid who's listening to Baby Shark. And Baby Shark again and again on repaid. Baby Shark's competitive advantage is the balance of annoyance.
For our second story, the Trump administration struck a deal with Big Pharma to cut the prices of GLP-1 weight loss drugs by 85%. Because when the government can negotiate with healthcare prices, those prices come way down. And finally, Lyft used to lose money. Now it's made a billion dollars of positive cash flow in the last year. Basically, Lyft's saying, you do a lot of things, Uber.
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Chapter 5: How did President Trump negotiate lower prices for Ozempic?
Thank you. Thank you. And before we go, a shout out to the Yeti who yelled at us while we were walking down the street. Hey, I'm listening to T-Boy right now. We didn't totally catch your name. We think you said Kate or Haight, but we love you. Thanks for enjoying. Quick correction from Sydney on Spotify and Sierra on Instagram. Tom Brady only had one ex-wife, Gisele Bundchen.
We thought he was married to the actress Bridget Moynihan, but he wasn't. And a big shout out to Trisha Paul of Boulder, Colorado, the T-boy couple, along with Dan. And Stephanie Oldershaw over in Hingham, Massachusetts, celebrating the big birthday just outside Boston. And happy 30th birthday to Vignesh Ram Krishnamurthy, who's turning 30 in San Francisco.
And Eugenio Neri, happy seventh birthday down in South Miami, Florida, the soccer captain. has got this one in the bag. Happy birthday to Don V. DeSue from Southern California, who's working at Google. Nick Jordan down in Hotlanta has turned into four years old. Congrats on being a legendary Yeti. And happy birthday to Jimmy Carrillo in Maynard, Massachusetts.
And a shout out to Mariana Almaraz in Duluth, Georgia. Five-year anniversary, mom of one, absolute legend. And good luck to Zoe Miller of Austin, Texas, who's taking the LSAT. And Sally and V celebrating the big anniversary in Kopele, Hawaii. Jiu-jitsu, it's on the books. And finally, a big shout out to Samantha Chavez in Dallas, Texas. Your husband, he's into you.
This is Jack, Island Stock of Lyft, Nikon Stock of Delta.
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