Incredibly bad timing for whiskey has prices way down… Is Whiskey the next Nvidia? Anthropic is renting Elon’s data centers... Musk’s enemy-of-his-enemy is now his buddy. “Netflix Is A Joke” festival took over LA… because media’s most profitable genre is hilarious. Plus, the biggest data insight this Mother’s Day… Breakfast in Bed just hit an all-time-low. $NFLX $TSLA $BF NEWSLETTER: https://tboypod.com/newsletter OUR 2ND SHOW: Want more business storytelling from us? Check our weekly deepdive show, The Best Idea Yet: The untold origin story of the products you&#x27;re obsessed with. Listen for free to The Best Idea Yet: https://wondery.com/links/the-best-idea-yet/ NEW LISTENERS Fill out our 2 minute survey: https://qualtricsxm88y5r986q.qualtrics.com/jfe/form/SV_dp1FDYiJgt6lHy6 GET ON THE POD: Submit a shoutout or fact: https://tboypod.com/shoutouts SOCIALS: Instagram: https://www.instagram.com/tboypod TikTok: https://www.tiktok.com/@tboypod YouTube: https://www.youtube.com/@tboypod Linkedin (Nick): https://www.linkedin.com/in/nicolas-martell/ Linkedin (Jack): https://www.linkedin.com/in/jack-crivici-kramer/ Anything else: https://tboypod.com/ About Us: The daily pop-biz news show making today’s top stories your business. Formerly known as Robinhood Snacks, The Best One Yet is hosted by Jack Crivici-Kramer &amp; Nick Martell. Hosted on Acast. See acast.com/privacy for more information.

🥃 “Bourbon Bullish” — Invest in Whiskey? Netflix conquers comedy. SpaceX & Anthropic. +Mother’s Day all-time-low

The Best One Yet

# Full Transcript

**Podcast:** The Best One Yet

## Transcript

[SPEAKER_A] This is Nick.

[SPEAKER_B] This is Jack.

[SPEAKER_A] It's Friday, the real Friday, May 8th, and today's pod is the best one yet. This is a T-Boy.

[SPEAKER_B] The top 3 pop business news stories you need to know today.

[SPEAKER_A] I mean, you're at the coolest place in capitalism, Jack. We got 3 fantastic stories. Should we just hit the show?

[SPEAKER_B] For our first story, Netflix is a joke. That's Netflix's comedy festival, and it has completely taken over Los Angeles for the 3rd time.

[SPEAKER_A] Because the #1 profit puppy in media right now is laughter.

[SPEAKER_B] For our second 2nd story: Anthropic signed a huge deal to rent compute from SpaceX AI.

[SPEAKER_A] Because the enemy of Elon's enemy is a data center.

[SPEAKER_B] And our 3rd and final story: There's never been a better time to invest in a specialty bottle of bourbon.

[SPEAKER_A] Besties, is whiskey the new Nvidia? Or did we just drink too much?

[SPEAKER_B] But Yetis, before we hit that wonderful mix of stories—

[SPEAKER_A] I mean, like we said, best mix in the business. I love what we got going today, Jack.

[SPEAKER_B] T-minus 48 hours until the mother of all American holidays.

[SPEAKER_A] Mother's Day, baby. America's floral Super Bowl.

[SPEAKER_B] Mother's Day, the annual stress test of America's telecommunications industry.

[SPEAKER_A] Always call your mother, pause the pod. But there is a big trend that Jack and I must update you on immediately.

[SPEAKER_B] Breakfast in bed is dead.

[SPEAKER_A] Breakfast in bed is dead. Besties, get this. New data shows that we are in a breakfast in bed recession.

[SPEAKER_B] The data is from OpenTable, so they're biased. Yeah, but they say that only 4% of American moms want breakfast in bed this Sunday.

[SPEAKER_A] That's right. Only 4% of moms are willing to risk the maple syrup on the mattress.

[SPEAKER_B] Now, we know you prepped the pancakes. We know you whipped up the waffle batter already.

[SPEAKER_A] But a vast majority of moms are paranoid that yogurt is getting on the duvet. Honey, watch out!

[SPEAKER_B] And this holiday is not about you. It's about her. So you're going to have to just put that batter away and save it for another day.

[SPEAKER_A] Okay. But the result of this phenomenon, as breakfast in bed hit all-time lows, Mother's Day brunch out has hit all-time highs.

[SPEAKER_B] According to OpenTable, 12:00 PM on Mother's Day is the most in-demand lunch reservation of the entire year.

[SPEAKER_A] And when mama goes out, she goes out big these days.

[SPEAKER_B] She goes huge. The check sizes jumped 32% on Mother's Day.

[SPEAKER_A] The wine orders surged 56%.

[SPEAKER_B] Lobster sales jumped 90%. Steak sales jumped 93%.

[SPEAKER_A] Add it all up, Besties. Mother's Day brunch has become a boozy binge that makes St. Patty look sober.

[SPEAKER_B] Although we would have cleaned up those crumbs on the mattress and cleaned the sh...

🥃 “Bourbon Bullish” — Invest in Whiskey? Netflix conquers comedy. SpaceX & Anthropic. +Mother’s Day all-time-low

Transcript

Built for investment professionals

Every day you wait, your competitors are finding
edge in conversations you're not hearing.

🥃 “Bourbon Bullish” — Invest in Whiskey? Netflix conquers comedy. SpaceX & Anthropic. +Mother’s Day all-time-low

Transcript

Built for investment professionals

Every day you wait, your competitors are findingedge in conversations you're not hearing.

Every day you wait, your competitors are finding
edge in conversations you're not hearing.