The Best One Yet
🚨 “Sam-mergency” — OpenAI’s Code Red. American Eagle’s Anti-AI. Waymo’s safety report. +Wall Street Wrapped
04 Dec 2025
Chapter 1: What is the main topic discussed in this episode?
This is Nick. This is Jack. It's Thursday, the new Friday, December 4th. 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. Oh, Yetis, thank you for all the love for our live tour launch yesterday. Austin, Texas, Washington, D.C., New York, New York, and Los Angeles. Tickets go on sale tomorrow. Oh, mark your calendars.
Tickets on sale tomorrow. We got a link in this episode description to grab them. Next spring, we're going to announce the rest of the IPO tour, and it's going to be legendary. Okay, but in the meantime, Jack, we've got three fantastic stories for today's show. What do we got on the T-boy? For our first story, Sam Altman just sent a company-wide code red emergency at OpenAI.
So we'll explain how the AI race is starting to look like a Mario Kart race. For our second story, American Eagle stock surged 15% yesterday, thanks to Sydney Sweeney, Travis Kelsey, and Martha Stewart. But the real reason American Eagle is soaring? It's hashtag not AI. And our third and final story.
If you live in San Francisco, Austin, Atlanta, or Phoenix, have you noticed that the robo-taxis have started driving more aggressively? Uh, yeah. Waymo just confirmed it's true. A software update that Jack and I call... crazy New York City taxi mode. But yetis, before we hit that wonderful mix of stories. Whoa, I'm walking here. Where you going, Waymo?
Your Instagram is probably still flooded by your friend's Spotify screenshots. That's right. A happy Spotify rap season to all those who celebrate. Spotify rap told me that my music taste is that of a 76-year-old. Jack, Spotify Rap told me that I'm in the top 1% of listeners for both Baby Shark and Sabrina Carpenter. Okay, so Spotify thinks I'm very old and you're ridiculously young.
Yeah, we got to speak to a manager.
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Chapter 2: What triggered Sam Altman's 'Code Red' at OpenAI?
But Yetis, did you know that when Spotify Rap launched back in 2015, it was actually an intern's idea? And now every media CEO has stolen that intern's idea. YouTube, Apple Music, Amazon Music, and Strava, they all do their own version of year in review. Basically, Spotify Rap got zucked. So right now, we're going to do the same. Yeah, let's do it. The best one yet's Wall Street rap.
Yes, it's our year in review of the pop biz headlines. Jack, kick it off for us over there. In 2025, Wall Street's least favorite genre was a new one, slop balls.
Chapter 3: How did American Eagle's stock surge due to celebrity endorsements?
And Elon Musk averaged 143 tweets per day. Kim Kardashian's skim sold enough underwear to circle planet Earth 12 times. And a trillion billion dollar investments were announced at the White House. Hollywood made 962 PG sequels. And prediction markets predicted that they'd become the top app out of all the predicted apps. Sam Altman launched 1,000 new products this year.
Nvidia invested in 1 million new startups this year. And the Fed lowered interest rates, but not enough. And Apple, to round it all out, launched... Zero AI products. Even though they announced them last year. It's all right.
Chapter 4: What is American Eagle's anti-AI pledge and why is it significant?
You can still work on it, guys. Yetis, that is our Wall Street Wrap for 2025. Drop in the comments what we missed. Yeah. What happened this year on Wall Street? What did we miss? What do you think we missed? What's in your Wall Street Wrap 2025? Hit us up here.
And 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.
For our first story, on Monday, Sam Altman called Code Red at OpenAI. It's a company-wide emergency. The reason? Google and Anthropic became the big men on the artificial intelligence campus. So Sammy slammed that emergency button. Code red. Code red. That was the subject line of a company-wide email sent by Sam Altman on Monday at OpenAI.
We don't know if he used the red flashing light emoji like we used in the podcast title for today's episode, but if you're at OpenAI, DM us in the comments. And the reason? Well, we'll let Jim Cramer explain. Push and play.
I don't want to steal something because I've got these guys that I'm on for a podcast this morning, TBOI, and they're really pretty terrific. That's the best one yet. It's a great podcast, but they're just saying, listen, what's happened here is that OpenAI wants to be Alphabet, but we don't need OpenAI because Alphabet is- Alphabet is Alphabet.
Alphabet has everything that OpenAI would like to have. I think it's a great analysis. And I think it became clear to people over the last 100 points that Alphabet is the best of all of these. And if OpenAI thinks they can take on Alphabet, they're greatly mistaken.
Pretty cool that Jim Cramer mentioned us on CNBC.
Jimmy, thanks for the shout-out, buddy!
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Chapter 5: How does the podcast relate Spotify Wrapped to Wall Street trends?
Jack, I love a Game of Thrones analogy right here, but I prefer our Mario Kart one. So let's get to the takeaway. What's the takeaway for our buddies over at OpenAI? There is no first mover advantage when it comes to AI. In fact, it's the first mover disadvantage. Yetis, until 2022, Google was the leader in AI. It was believed to be on the brink of a new chatbot.
But then OpenAI became the leader, and since, they've expanded into every tech product category. But Jack, now Google and Anthropic are copping OpenAI's best product features and doing them better. Remember that tweet we just saw from Mark Benioff? He said, "'I've used ChatGPT every day for three years.'" but I just spent two hours on Google's Gemini 3, and I'm not going back. The leap is insane.
Besties, this reminds us of Mario Kart, the video game. Remember, like, heading to the finish line? You want to be the second player in Mario Kart, so you get the red shell to unseat the first player. If you're in first, you're going to get a banana, and you're not going to win. You always want to be in second place in Mario Kart. Well, yetis, the race to win AI, it is still very much competitive.
OpenAI, Anthropic, Google, they are neck, neck, And it all proves there's no first mover advantage in AI. In fact, it could be a disadvantage. For our second story, the top stock yesterday, American Eagle. It soared 15% in the markets. It wasn't just a Sidney Sweeney surge. American Eagle is soaring because of its anti-AI pledge. Now, yetis, to kick off this story, quick question.
Drop your answer in the comments. Jack, what's the question? What celebrities are you putting on Gen Z's Mount Rushmore? All right, I got some here, Jack. You ready for this? How about Travis Kelsey, Coco Gauff, and Sidney Sweeney? Well, because American Eagle has signed all of them. Oh, and American Eagle just signed Martha Stewart last month, my friend.
There's nothing a 23-year-old respects more than a crispy pumpkin pie prepared in a gingham apron and a awesome candle burning nearby on the counter. That's a nice day. Hiring Gen Z's Mount Rushmore as brand ambassadors is paying off for American Eagle. Get this, American Eagle just announced record revenues, which grew 6%. They just had their best Thanksgiving weekend of sales in history.
Nick, if American Eagle signs Zendaya and Timothee Chalamet, the stock may hit an all-time high. But besties, here's what Jack and I find fascinating. 6% sales growth, that is good, but it's not exactly great. I'm not writing home about 6% sales growth. No, no, no, no, no. The bigger reason why American Eagle is all the rage now, it's anti-AI pledge.
In October, American Eagle's underwear brand, Aerie, went on social media to do what many teens do, an emotional Instagram post. Here it is. Today we commit, no AI-generated bodies or people, real people only. Then Aerie went on and said in the post, no retouching, no AI, 100%. airy real. At the American Eagle lunch table, ChatGPT can't sit with us.
No, and the result of this Instagram post, it became their top performing post of the entire year. Forget Travis Kelsey thirst trap pics and torn American Eagle denim. Yeah, Jack. American Eagle's best post this year is five lines of text that we hope were written by humans, not AI. Because besties, remember the story we did earlier this year on J.Crew's epic AI mistake?
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