The Best One Yet
🐭 “WaltGPT” — Disney’s OpenAI deal. SpaceX’s $1 Trillion IPO. Savannah Bananas Interview. +Waymo backseat baby
12 Dec 2025
Chapter 1: What is the main topic discussed in this episode?
This is Nick. This is Jack. It is Friday, the real Friday, December 12th. And today's pod is the best one yet. This, oh, this is a T-boy. The top three pop business news stories you need to know today. But first, Yetis, a fun update on our live tour. Jack, you want to share the honors? All ages are welcome. A lot of you have asked if you can bring kids. The answer is yes.
Yeah, we double checked with the venues and they just request that if you're under 18... you bring a parent with you. So Austin, Washington, D.C., New York, Los Angeles, we'd love to see you, whether you're a one-year-old or 100 years old. But if you're a one-year-old, you got to bring that 100-year-old with you. Jack, three stories for today's team. What do we got on the show?
For our first story, Disney just booked a $1 billion deal with OpenAI. OpenAI strikes back. Take that, Gemini. Sam Altman is heading to the Magic Kingdom. We'll tell you all about the trip. Second story, what do we got, Jack? Elon Musk confirmed this week that SpaceX is IPO-ing next year. It would be the biggest IPO in history. But besties, this SpaceX IPO ain't about rocket ships.
It's really about t-shirts. And our third and final story. The Savannah Bananas have disrupted live sports with a new sport, banana ball. The co-founders are Jesse and Emily, and they're married, so we brought them both on today's pod. But yetis, before we hit that wonderful mix of stories. Whoa, what a mix of stories to go into the weekend with. Love the mix, Jack.
Waymo, the self-driving car company, published a blog post this week titled, Delivering More for Our Riders. Jack, delivering was a very clever word choice, wasn't it, my friend? Yeah. Yes, it was, because it was about a woman who on Monday delivered a baby in the backseat of a Waymo. They named the baby Serge. Good.
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Chapter 2: What are the details of Disney's $1 Billion deal with OpenAI?
Do it, guys. Run with it. A nine-month pregnant woman in San Francisco went into labor on Monday. No Uber. Uber no lift, so she hailed a Waymo robotaxi instead. But Waymo's remote rider support team noticed, and I quote, unusual activity in the backseat. And Jack, that unusual activity wasn't contraction. That was a kid. True story. Yes.
The baby was delivered inside the Waymo between traffic lights. This self-driving taxi with a self-delivering baby. Not hands-free driving, hands-free delivery. Literally. Now, a quick update on the mother and the baby. They're both healthy. They're both safe, but they're not taking interviews right now. Apparently, the RoboCab still can't cut an umbilical cord, so they needed the hospital.
And the car? Yeah, they've taken it out of service to give it a good deep clean. But you know, besties, Jack and I once did a viral recording podcast about robo-taxis inside of a robo-taxi. I think this robo-taxi baby being born beats that stunt we did, Nick. It does beat us. So, Jack, what's going to be on the birth certificate for this little guy?
I don't know, Nick, the corner of California and golf? Get this kid a social security number and a driver's license, Jax.
Chapter 3: What unique sports concept are the Savannah Bananas introducing?
Let's sit down to read 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.
Start the show. Start the show. Start the show. First, a quick word from our sponsor. Oh, yetis. Hollywood is seeing more action these days than a Fast and the Furious 14 movie. Fresh after the Warner Brothers Netflix Paramount drama, Bob Iger and Sam Altman just shook hands in a blockbuster three-part deal.
Chapter 4: What surprising event occurred in a Waymo robotaxi?
It's AI in Hollywood, LA and San Francisco, Minnie and Sammy. Part one of the deal is that Disney is licensing its intellectual property to be used for pictures and videos on ChatGPT and the video app Sora. I mean, Jack, I just tried to make a video of you and me interviewing Yoda for the pod and it got blocked. Just got blocked.
But starting early next year, it won't get blocked because 200 characters from Disney, Marvel, Pixar, Star Wars, and Avatar, they can star in your AI-generated Sora videos. But it ain't just the Little Mermaid besties, is it, Jack? It's also the IP-protected Disney props. Lightsabers, Infinity Stones, Jack Sparrow's compass. They can all be props in your AI-generated fake videos. Finally!
Oh, plus, Sora is getting a feed in the Disney Plus app for the best Sora videos featuring Disney characters. Okay, so that's all part one of the deal. Part two of the deal is that Disney is getting $1 billion worth of OpenAI stock, plus the chance to buy more stock in OpenAI later. That's right, yetis. Goofy is now a VC.
And part three of the deal, all Disney employees are getting chat GPT to improve their productivity. Okay, that is like the most boring part of the entire deal. It's like, I'm reading that one, G. Yeah, it's an HR email update. Wah, wah. But here's the shocker, yetis. Disney is the FBI of IP, is it not, Jack? Disney protects its characters more than Liam Neeson protects his daughter. Ha ha.
If you put an unauthorized Lightning McQueen on a backpack, Disney is going to sue you into a galaxy far, far away. Disney's particular set of skills is suing the hell out of you. But besties, now you can generate a Lightning McQueen axe murder video and Disney, they're going to authorize it. Actually, I don't know about that.
OpenAI and Disney are creating a committee to decide what type of content is acceptable to have Disney characters in and what content is not. Hercules holding hands with Jasmine? Probably okay. Hercules hooking up with Jasmine? Probably not, but we'll see starting in early 2026. I'm sorry, Aladdin. I didn't do it.
So Jack, before we get to our happily ever after, what's the takeaway for our buddies over at Disney? You can win the legal battle, but still lose the market war. Yetis, AI is out of the bottle. As we also learned from Aladdin, you can't just put the genie back in the bottle. No matter how many lawyers Disney hires, you cannot control how AI companies...
and AI users will depict Disney characters. So instead of never-ending number of lawsuits and cease and desist letters, Disney is making a deal. Disney is trying to not do what the music labels did with Napster 25 years ago. Yeah, that's the analogy we want to use here.
Music labels sued Napster into bankruptcy back then, but they missed the chance to control music streaming from the ground floor. 25 years ago, music labels should have partnered with Napster. So that's what Disney is trying to do today by partnering with OpenAI. Because besties, you can win the legal battle, but still lose the market war.
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Chapter 5: How does the Disney and OpenAI partnership impact the entertainment industry?
So let's write that into the script. So it's just a lot of testing things out and trying things ourselves and not taking it ourselves too seriously. Thank you.
Jack, could you whip up the takeaways for us for the real Friday? Disney and OpenAI are business partners. They traded OpenAI stock for Disney's characters. Why is Disney doing this? Well, you can win the legal battle, but you can still lose the market war. For our second story, SpaceX is planning the biggest IPO in history next year to finance its AI and Martian ambitions.
And Elon's looking at the wireless biz, which they can succeed at based on the t-shirt test. And our third and final story, the Savannah Bananas have disrupted baseball. They sold out Yankee Stadium twice and Fenway Park. Yeah, with their flatulence Fridays baseball games. Whole lot of successes, but also a bunch of failures. But besties, this pod's not over yet.
Here's what else you need to know today. First, we just got the Time Magazine Person of the Year, but it's not a person, it's persons. It's the architects of AI. Those are the Time Magazine 2025 Persons of the Year. Or as Time put it, this year, no one had a greater impact than the individuals who imagined, designed, and built AI.
The cover of the magazine shows the CEOs of Meta, OpenAI, NVIDIA, Anthropic, Tesla, AMD, and then two others who, honestly, Nick and I don't recognize. Either way, a whole lot of market cap in that photo shoot, Jack. And second, Lululemon just announced that the CEO, Calvin McDonald, is stepping down.
Remember last week, we did a story on Lululemon's founder trolling the current CEO as not cool enough to run Lululemon? Awkward. Well, founder Chip Wilson said Lulu needs a fashion guide, not a finance guy to run the biz. So Calvin McDonald is departing next month and two interim co-CEOs are taking over. Jack, we started a trend, co-CEOs. And finally, JetBlue is going full Amex.
The budget airline is opening up its first ever airport lounge. JFK is getting 9,000 square feet of Blue House, a lounge designed to look and feel like a New York City apartment. This JetBlue Lounge is actually going to serve bacon, egg, and cheese sandwiches and, please don't tell, cocktails straight out of the East Village. And it's part of the lounge obsession. Everyone's got lounges.
Even Southwest is reportedly working on a lounge. Which is time for us to announce the best lounge yet. The best lounge yet. Here we go. Now time for the best fact yet. This one, a correction sent in by an anonymous service member. It's from our Top Gun crypto story we did last week. Turns out not all active duty military members are called soldiers.
Soldiers is a specific term that only applies to the army. Each branch of the armed forces actually has a different word. to describe the enlisted people. Get this, in the Army, they're called soldiers, but in the Marine Corps, you're called a Marine. In the Navy, they're called sailors, and in the Air Force, they're called airmen.
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