🌁 “LIVE from SF” — AI’s GrandmaSlop. The Gap’s fashiontainment. SaaS’ Swimming-as-a-Service. +Bay Bridge glow up
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What is the opening premise of the live San Francisco show?
This is Nick. This is Jack. It's Thursday, the new Friday, September 24th. And today's a live show from San Francisco. Is the best one yet! The top three pop business news stories you need to know today. Jack, this is our in-person offering, the IPO tour. Is it time to ring the bell? You may as well hit it. Three fantastic stories for today's show. Jack, what do we got on the T-Boy? For our first story, the gap is so eager to return to its 1990s glory that it's investing in a boy band. It's fashiontainment, honey. The gap's not renting talent, they're raising it. For our second story, it's the most contentious new frontier of artificial intelligence. Grandma Slop. Yeah, your Nana is an AI power you. But no one's talking about it.
And our third and final story, we need to talk about SAS. That's swimming as a service. You see, private equity is taking over the pool industry. But there is one One
saviour.
But Yetis, before we hit that wonderful mix of stories. Love the mix! The hills are rough, but love the mix, Jack. I wanna kick it off with a hero stat. Please. There are 489 billboards in the city of San Francisco. That is 489 giant rectangles covering the city like a young Gary Payton. OpenAI's got six of them, Code Single owes 19 of them, and only nine of San Francisco's billboards have been vandalized with graffiti. According to the Chronicle. But how many of those billboards are for AI companies? Jack, is it 80%, 90%, 173%? Yeah.
How is The Gap using a new boy band as a “fashion‑tainment” strategy?
You'd think so. But it's only half, actually. Still, 242 billboards in this town are promoting artificial intelligence right now. Yep, from Lombard to Golden Gate, from 101 to 280, from the Marina to Marin.
It's AI business for your business so you can focus on doing business.
And if it's not advertising AI, it's advertising a Porsche to someone rolling an AI pre-IPO stock. Oh, and Jack, if that billboard doesn't have a pun that only engineers understand. You even optimize your Q2 marketing budget. Sebasties, forget AI. Billboards are what's booming in San Francisco. Some of them are now charging $250K a month. Yeah, the corner of 101 in the Bay Bridge, that's where you want to be. Three million dollars a year. Year to display a catchphrase to some PM who's whizzing past in a Waymo. Because a hundred thousand people pass that billboard every day, and one of them is in charge of the budget for Google's enterprise ERP.
What is “Grandma Slop” and why is it the most contentious AI use in America?
So this could only happen in San Francisco. Yeah. Yeah. The city that turned a wool shoe company into an AI stock somehow. That merged with a crypto startup, which went public via a SPAC. But only after picking. Pivoting from a B to B cloud SaaS software company. All birds, we miss you and we love you.
But Nick lives in San Francisco. I used to live in San Francisco. We know this city. The boom is bigger than AI and it's bigger than billboards. It's the home city of blue jeans and Birkenstocks. The Grateful Dead and Berry Bonds. Because when you live in San Francisco, you propose with an aura ring. And then you get married in A-line Viore leggings. With a wedding party wearing custom Patagonias. And a honeymoon where you finally use that unlimited. PTO for the very first time. Fort Mason Farmer's Market makes you scan your eyeballs to buy blueberries. While the startup down the street is raising a woolly mammoth from the dead. Yes, it is cheaper to just live in one continuous Waymo ride than to split a studio on the marina with three roommates.
But Jack, we are recording this show in a palace, the Palace of Fine Arts in San Francisco. The only publicly accessible literal palace in the United States. Besties, San Francisco is in the middle of a glow-up moment right now. But Nick and I know you've been shining since the gold rush. Jack, let's hit our three stories. Oh, one second. Oh
yeah.
How many San Francisco billboards are promoting AI and what does that reveal?
Getting a phone call. It's Hugging Face. Hugging Face? Oh shoot! We're getting hacked.
All right, show's over.
15 years before this song, two boys from the northeast met in the dorm. They had an idea that caused a cultural storm. It's the best one, yeah, but the best is a norm. Jack, Nick, that's it.
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Chapters
4 chapters
1
What is the opening premise of the live San Francisco show?
0:01–1:45
2
How is The Gap using a new boy band as a “fashion‑tainment” strategy?
1:45–2:42
3
What is “Grandma Slop” and why is it the most contentious AI use in America?
2:42–4:18
4
How many San Francisco billboards are promoting AI and what does that reveal?
4:18–25:33
Speakers
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