The Best One Yet
👓 “Supermodels” — Snap’s $2200 Specs. World Cup’s half-halftime. Oatly’s crazy convention. +Wedding Witches
17 Jun 2026
Transcript generated automatically by AI and may contain errors.
Chapter 1: What is the main topic discussed in this episode?
This is Nick. This is Jack. It's Wednesday, ceviche Wednesday, June 17th, and today's part is the best one yet, and this is a T-boy. The top three pop business news stories you need to know today. Grab that melatonin, Jack is getting some beauty rest tonight, and why is that, Jack? First trip without kids since we had kids. And you're flying first time to Italy. There you go, Jack. I know.
First time in my life to Italy. I was supposed to go for my honeymoon with Alex. Yeah. That got COVID canceled. We're going to Italy, baby. Just five years later, he's flying out to Amalfi tomorrow night. Jack's got one hour in Positano, by the way. What are you thinking, Jack? Yeah, I have a travel agent. Everything is planned except I have one free hour in Positano.
I don't know what I'm going to do. So drop your Amalfi recommendations in the comments. Positano specifically. Jackson is Stanley Tucci era. He's going full Bourdain on that buffalo mozzarella. Jack, three fantastic stories for today's show. What do we got on the best show in biz? For our first story, Snapchat launched Specs yesterday.
These are smart glasses that could actually beat Zuck because Snapchat Specs are inspired by model Miranda Kerr. For our second story, Oatly stock is down 98%, but it's a candidate for comeback stock of the year. And it's all thanks to Oatly's barista strategy. And our third and final story, this World Cup just invented something new. Half halftime. Half halftime.
This World Cup has got a new commercial break, but the winner is the video games. But besties, before we hit that wonderful mix of stories, I mean, what a mix of stories to send you off to Italy. Love the mix, Jack. If you're getting married this weekend, it's not too late to hire a witch. A wedding witch. To protect your wedding investment, pay a witch to bless the weather.
Because besties, you can control the caterer, you can control your mother-in-law, but you can't control Mother Nature. Because get this, brides are going on to Etsy to hire four higher witches for good weather spells. Basically, scare away the rain for a few bucks. Simply Venmo Glinda, Circe, or Hermione, and they'll curse away the clouds for you. I mean, Jack and I jumped in T-Boys now.
We're looking at Sophia the Witch right now. She calls herself a medium, by the way. What kind of numbers we see in Jack? She's got 4.8 star average rating on Etsy, and she charges only 14 bucks per spell. I guess she can do the spells remotely, which is convenient. It's like a Zoom spell. Let's break down the business model, besties, because the average wedding price is at 34K right now.
That's an all-time high. Average wedding anxiety, therefore, is also at an all-time high.
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Chapter 2: What are Snap's new Specs and how do they differ from previous models?
So why not drop 28 bucks on a couple of spells this weekend? It's psychological insurance, and it all costs less than a single crude attack. Buy one spell, get one hex half off. Full disclosure, my in-laws just went to a wedding in Scotland where the bride bought a wedding spell. And the weather, it was 65 and sunny for those nuptials.
In Scotland, besties, there is no scientific evidence that etchy witch bells for wedding weather really work. But there is economic evidence that this could be the next profit puppy. Somebody's watching a little too much Widow's Bay, Nick.
Jack, what's hideous are three stories. 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.
First, a quick word from our sponsor. Download the Klarna app or visit klarna.com.
For our first story, Snap just launched Specs, smart glasses designed to make you look hot. Even though they cost $2,200, these smart glasses could win because they're inspired by a supermodel. Oh, Jack, what's the line about fetch? I'm sorry, Gretchen. Fetch is just not happening, baby. Right.
Well, Snap doesn't agree with that philosophy because they've been trying to put a camera on your face since 2016. Back when they dropped the old Spectacles 1, the real first consumer smart glasses out there. The original Snapchat smart glasses were 130 bucks. Remember, they sold them out of those random pop-up vending machines. They were kind of cute.
They took 10-second videos and synced directly to your Snapchat account and then would disappear. Spectacles version 2 was slimmer. Version 3 had better tech. But one problem, none of them sold. Yeah, V4, V5, they never even reached us consumers. Oh, man. Add it all up and Snapchat has spent 10 years and $1 billion on smart glasses that nobody wanted to buy.
Because the only thing they have to show for this huge initiative is meta Ray-Ban glasses. That's right. Another OG Snapchat idea that got zucked by zuck. And yet Snap CEO Evan Spiegel, who has 51% voting control of this tech company, refuses to give up on glasses. That's right. He recently spun off his hardware division as a separate business to accept outside investors for the first time.
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Chapter 3: What unique features do Snapchat Specs offer compared to competitors?
Get this, Yetis. Electronic Arts, the famous video game brand, just said, I'll have what FIFA's having. Because ads are coming into video game stadiums. That's right. They're launching EA advertising. It's in the game. Literally, it is in the game at this point. They want to let brands get in the game to advertise in this fake game.
You see like Qatar Airways, they're already the sponsor of real life soccer. Why not sponsor you? Why can't they be the sponsor of the video game soccer that you're playing on your screen right now? The marathon sesh till 3 a.m. Electronic Arts says they're going to give brands access to highly engaged sports audiences at scale. Jack, could you whip up a translation for us, please?
When the fan throws their PS5 controller at the screen, there's going to be a Visa ad on that screen. So these ads, they'll be inserted directly into the gameplay through dynamic real-time placements. Like stadium signage, in-game content. You know, like you'll be in the middle of your penalty kick when a fake video game announcer is suddenly going to mention his craving for Cocoa Puffs.
That could be it. No, I actually think this could be okay because I used to play video games and the NFL stadiums in Madden, they look strangely off without ads. Like they look too much like a virtual world. Like you're playing a home game for the 49ers and the stadium just has 49ers logos everywhere.
It would really bring the video game to life if you saw a diverse corporate branding across the entire thing. And instead of it being fake ads, why not have them be real ads? We just gotta hope these virtual stadiums don't get flooded with some trashy gaming ads, Jack. The press release did name drop Visa, Red Bull, Lowe's, Peacock, and Mountain Dew as the launching sponsors.
But we don't need a video game ad for Thytaster Sol on the screen. Speak for yourself, Nick. But besties added all up, and if EA Sports stock was still publicly traded, we think it would rise because of our takeaway. So Jack, time for our halfway through the podcast timeout, and we're back. What's the takeaway for our buddies over at the World Cup? Where there are eyes, there will be ads.
Now, besties, in announcing this new advertising business, Electronic Arts shocked and awed with a huge video game humblebrag. They calculated that Madden players playing their Madden video game play the equivalent of 23,000 entire NFL seasons each year in their video game.
And on their soccer video game, players compete more than a billion virtual matches every month in the EA Sports video games. And if all of the stadiums in all of those games could have ads, that is enormous inventory for future ad placements. So besties, those stadium walls in the video game you're playing, they're soon going to have a Bud Light logo right there.
And the sneakers that the players are playing in, they're soon going to be branded. Because where there are eyeballs, there are ads. Jack, could you whip up the takeaways for us for Savice Wednesday? Snap launched Specs yesterday, a computer on your face that replaces your phone for the price of a small car. They're the first smart glasses that pass the ugly test. Our second story was Oatly.
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