Morning Brew Daily - SpaceX’s AI Spending Rattles Investors & Influencers Blasted for Attending OpenAI’s Summer Camp

Episode Date: August 5, 2026

#904: SpaceX reports its first-ever earnings and logs a revenue boost but even bigger capex spending, leaving investors worried. An influencer summer camp hosted by OpenAI is met with furious backlash... in the comment section. Severe drought in major European rivers are pushing officials to take drastic measures…like blowing stuff up. Americans are returning to cow’s milk. Finally, BMW owners aren’t happy about getting force-fed Spider-Man ads in their cars.  Submit your password guess! https://forms.gle/4EdBi3X8N4eMnBd56  Come to our August trivia! https://mbdtrivianight-august2026.splashthat.com/  Grab tickets to our Performance Revue show! https://www.morningbrew.com/events/brew-performance-revue-2026?utm_campaign=performance_revue_2026&utm_source=mbd Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here:⁠ ⁠⁠https://www.swap.fm/l/mbd-note⁠⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript
Discussion (0)
Starting point is 00:00:01 Whether you're hitting the road this summer or just parking for some peace of mind, AT&T connected car turns your vehicle into a Wi-Fi hotspot with fast, reliable, and secure internet access. You can connect multiple devices to stream, browse, play games, or get a little work done all inside or in proximity outside of your vehicle. To learn more, head to ATT.com slash morning brew. That's ATT.com slash morning brew. requires eligible vehicle, service, and coverage not available everywhere.
Starting point is 00:00:32 Good morning, Brue Daily Show. I'm Neil Fryman. And I'm Toby Howell. Today, why the nutmilk boom has gone sour. Then, what secrets were revealed in SpaceX's first earnings report ever? It's Wednesday, August 5th. Let's ride. There are rumblings, my friends, rumblings that MySpace could be making a comeback.
Starting point is 00:01:01 In a recent documentary about MySpace, the brothers who now own the social media platform said they were planning to boot it back up. Tim Vanderhook said in the movie, we are going to relaunch MySpace. We are just waiting for the right time to do it. This news, of course, has sent Millennials into a nostalgic frenzy, reminding them of the glory days when you had to use HTML or CSS to customize your page or pick a song that would greet every visitor. Toby, I can't wait to get so addicted to Myspace, I have to delete it from my phone. I'm not going to lie, totally miss the Myspace Wave. It was always Facebook for me, but the site has been up to some interesting stuff over the last two decades after it sold for $580 million back in 2005.
Starting point is 00:01:42 It kind of faded from relevance until a group, including Justin Timberlake, bought it for $35 million in 2011. They tried to relaunch it in 2013. Apparently that lost $150 million. Didn't go very well, and yet here they are trying to come back once more. And I think they have a shot. All they have to do is compete against Facebook again, as well as Instagram, TikTok, X threads, Blue Sky Reddit, YouTube, Snapchat, Twits, and Pinterest, they got it for sure. SpaceX is a very old company, started 24 years ago, but yesterday was its first earnings report ever.
Starting point is 00:02:17 What did we learn about the house that Elon Musk built? Well, for starters, it's making billions of dollars, but it's spending even more. Q2 revenue came in at $7.8 billion, exceeding Wall Street's expectations by more than a billion. But the bill to generate that revenue was steep. 18.4 billion in CAPEX, largely driven by its AI data center expansion. So if my math is correct and check me because I was an English major, the company is spending more than twice what it makes in quarterly revenue. And yet Elon has never been one to let the reality of today stand in the way of the promise of tomorrow. He said on the call that SpaceX expects to reach $1 trillion in annual
Starting point is 00:02:55 revenue by 2030, a timeline that according to Elon has moved up a year. While it sounds lofty, SpaceX's Financehead said that the company's annualized run rate should reach $100 billion by the end of this year. Where is all this revenue coming from? It's not its space business that lost money, nor its AI or social media arms. SpaceX's only profitable division is connectivity, which contains the satellite internet provider, Starlink. Must out of the call that Starlink will provide most of the world's internet connectivity within 10 years. President Gwen Shotwell went a step further and said that the mobile service had plans to launch could take, quite a few customers from companies like Verizon, AT&T, and T-Mobile.
Starting point is 00:03:36 How did the stock react to all this? In the lead up to the call, it had its best day and weeks gaining 9%, but dumped 7% in the immediate aftermath. Since speaking shortly after its IPO, the stock is down by over 40% erasing more than $1 trillion from its market cap. You know, after so long as a private startup, it was weird to just get a normal earnings report from the rocket maker slash AI lab slash internet provider slash social media company. It's really hard to wrap your head around SpaceX as a company. It's so sprawling. It does so many
Starting point is 00:04:05 different things. So it's very nice to categorize this into just three different segments. Space, which is its launch business, think Starship, connectivity, think Starlink and telecom and AI, which is XAI, data centers, things like that. Yeah, space made $962 million in revenue connectivity, 4.3 billion. It's really putting the team on its back. AI, 2.56 billion. Connectivity is the only profitable one. This stock has gone interstellar and then it hit gravity. It's going to require Project Helmeri to eventually reach its targets. It's worth $125 a share now.
Starting point is 00:04:43 IPO to $135 a share. Ultimately went up to $225, lost more money in the span of a few weeks than any company ever. It's still worth right now $1.6 trillion, which it makes it one of the biggest companies in the entire world. It's worth more than Tesla. Part of the reason why it fell 7% after hours was just the same way that most of big tech is being judged these days when it comes to their earnings report. And that is the fact that investors got a little squirmish by how much it's spending on its AI data center expansion. I feel like we said that a million times on the show because Microsoft, Mana, Amazon, they were all judged quite harshly for the most part for their CAPEX expenditures. But the thing that they have that SpaceX doesn't is that they're funding it using very profitable existing.
Starting point is 00:05:28 businesses. SpaceX is just not bringing in as much revenue as they are. So each dollar that they allocate towards this buildout is being scrutinized. But they think that there's a lot of future growth coming down the pipeline. I was surprised at how much of a center stage Starlink took. Starlink is really what they are betting on becoming a much bigger business than it is even today. The fact that they want to take on the telecom providers like the AT&Ts of the world, they want to build out a terrestrial phone network. So maybe in a few years, we'll all be using Starlink instead of T-Mobile. That was something that they're kind of calling their shot. And you saw that reflect in the market as well. When they started talking about this new business line, shares of all of those companies
Starting point is 00:06:13 that I mentioned started falling. And everyone screenshot and says, look at what happens when Elon enters your market. But that was definitely a key theme of this earnings call is how much they think Starlink is going to be their growth provider. This report wasn't the only big test coming to SpaceX. This week. Today, actually, the lockup period for insiders to sell their shares from the IPO ends. So $100 billion worth of stock could become eligible for sale today. So these are SpaceX employees, SpaceX executives that had shares in the company was a private company. Then the IPO happened. And every company that IPOs has this lockup period, whether it's weeks or months where they can't sell because that would put downward pressure on shares. Now they are.
Starting point is 00:06:57 are able to sail. This is about to flood the market with SpaceX stock, $100 billion worth of stock. Right now, only 5% of total SpaceX shares are able to be traded. This is going to bump that up to 20%. A lot of investors are worried that this is going to depress the stock price because whenever the lockup period ends, stock prices do eventually go down. It's just a simple supply and demand equation. There's a ton of supply that's going to come by. And a lot of SpaceX employees want to get rich and cash out and buy their fancy cars and houses after working. for this company for so long. Let's look forward and specifically upwards because, again, space X is in the name space. They still are very bullish on Starship. Elon Musk called it the key
Starting point is 00:07:38 enabler of its long-term growth because they need this giant rocket ship to launch more Starlink satellites to expand that mobile service to deploy orbital data centers. Again, that has been the pie in the sky idea that is kind of underpinning the valuation right now of SpaceX. And Elon Musk did shed some light on that. He's very serious about space data centers. They announced a new partnership with NVIDIA. It includes a joint venture to design the StarMind AI-1 satellite compute payload, which will hypothetically enable orbital data centers.
Starting point is 00:08:14 He also announced that space X will build all of its AI infrastructure exclusively on NVIDIA chip. So there is very real money and very real time and resources, obviously going into this idea, even though it still has skeptics, Elon Musk very much believes in the idea of space data centers. Final note on SpaceX, there's a lot going on with this company. This morning at 235 a.m. Eastern, an upper stage Falcon 9 rocket is believed to have crashed into the moon.
Starting point is 00:08:40 This is something that people have been watching for a very long time. We don't know exactly if it happens because it wasn't able to be seen by the naked eye. But yes, this upper stage rocket, which has been floating in space since 2005, was expected to have hit the moon at 5,400 miles per hour, more than twice the speed of a bullet shot from a rifle, and leave a crater as wide as 100 feet. And you're thinking, wow, Elon, come on, what are you doing? But actually, people, the scientists, rocket scientists say, this is amazing. You know, we are going to learn so much from how this thing impacts the moon and it will form our future decisions about how people will colonize the moon and how they might react to, how they might react to, the civilization might react to things just blasting and. to the moon, so that likely happened a few hours ago.
Starting point is 00:09:27 Forget the Strait of Hormuz for a sec. The waterways you need to pay attention to now are the Danube and the Rhine. Two of Europe's mighty rivers are drying up due to extreme temperatures and drought, with water levels falling to record or near record lows across a swath of countries. It's an economic crisis in the making, imperiling everything from industrial production to energy generation to tourism. You might not think of rivers as economic drivers, but in inland regions like Central Europe, they are absolutely crucial for delivering raw materials to factories, bringing finished goods to markets,
Starting point is 00:09:57 cooling power plants, and enabling vacationers to take a load off on a cruise. But no water to carry ships, and the entire system collapses. As far as energy goes, the emergency is most acute in Hungary and Romania, where nuclear plants are on the verge of shutting down because there's not enough river water from the Danube to cool them. Hungary's prime minister, Peter Magyar, said the largest nuclear plant in Hungary, which supplies almost half of the country's electricity, is expected to fully close, next week from the water crisis. But the pain is spreading throughout Europe and across sectors in Bulgaria. Nearly 200 cruise passengers had to be evacuated after their Viking ship hit a sandbar.
Starting point is 00:10:32 Manufacturers in Germany have had to reduce output because no materials are arriving. It's an absolute mess to be and highlights the importance of navigable waterways. These countries are going to extreme lengths to try to re-divert water flow where they needed to go. Romania literally detonated explosives in and along the Danube to divert. more water towards their nuclear power plants because, again, these are things that need water to function. They will overheat if they do not have water flowing through them. And it's led to a lot of people saying that water is becoming as strategically important as something like oil or gas or other types of fuel. Francisco Sassi, who is a professor at the University of
Starting point is 00:11:11 Oslo, said water is as critical in energy commodity as gas or uranium. Because, again, if something goes offline because of a limiting factor, of course, that's a scarce resource. source. So obviously you have to look at the energy markets, but then shipping too, that one is a little more easy to wrap your head around. The fact that every drop, every centimeter drop actually impacts the GDP of these countries is something you probably don't think about. But now these cargo ships can only carry 20 to 30 percent of their normal loads to avoid running a ground. You need more ships to move the same amount of cargo. It's just a sand in the gears of the economic system over there. Yeah, this is especially frightening for these huge heavy industry companies along the
Starting point is 00:11:56 Rhine in Germany. You've heard all of these names. Thysencroft, Bayer, Daimler, BASF, chemical and industrial giants that make cars and chemicals and literally anything you can think of. They're all along the Rhine and they get their raw materials from the North Sea going through this water. BASF has described the Rhine as without the Rhine, industrial production in Western Europe would collapse. So this happened in 2018 where you mentioned GDP. There was a big drought along all of these rivers and it actually reduced Germany's GDP by 0.5 percentage points. That could happen again if there's no rain in the forecast. These companies are going to have to shut down production and not be able to produce goods because they're not getting raw materials.
Starting point is 00:12:41 So they're looking at the forecast. It doesn't look like rain. In central and Eastern Europe, they're looking at over 100 degree temperatures. So it's basically affecting everything from industrial production to just being able to power your country and keep the lights on. Moving on, Open AI is in retreat. After an influencer retreat they hosted did not have the influence they were hoping for. The AI company did its best tart impression and invited roughly 30 influencers to a swanky resort in New York's Hudson Valley called Wildflower Farms, where rooms can cost up to $2,000 a night. In between farm to table dinners and painting workshops, the assembled creators got hands-on with Open AI products. including the new chat GPT work.
Starting point is 00:13:20 Video started to trickle out as people documented their time at what OpenAI dubbed Summer Club. Then the backlash started. Comments poured in accusing the posters of selling their soul for the trip. One Redditor wrote, this is the proper context to use the word dystopian. Under a video of a creator preparing herself a bath, another comment read, the irony of running a bath at a chat GPT brand trip. The chief concern surrounded what many perceived as greenwood. washing, criticizing the creators for promoting AI while at a luxury nature retreat without acknowledging
Starting point is 00:13:53 its environmental impact. Open AI pushed back on the critics saying that the trip was purely educational designed to help creators understand chat GBT so they could pass on new uses to their audiences. Attendees also defended their presence. My morals were not compromised, Grace McCarrick wrote on LinkedIn. I am supremely excited about AI and the opportunities it offers to our species. Neil, regardless of where you stand on AI, it's safe to say that this retreat did not have the effect opening I was going for unless they are a sucker for outrage. You've heard this concept of a split-screen country over the past couple of years. You have this group that watches Fox News, this group that watches MSNBC, and they just don't
Starting point is 00:14:31 see the world in the same reality. And I think we're seeing the same thing playing out with tech, because you have this group of people, sometimes in Silicon Valley, but across the country that says, oh, I love Claude, I love chat chabit. I use them for work. I use them all the time. They're so helpful for me. I put my agents to do all my work for me.
Starting point is 00:14:50 I love all this. And then you have another group that said, oh, my, this is dystopian. This is going to lead to the end of the world. This is going to ruin the environment. This is going to take all our jobs. And these people just aren't talking to each other. And they don't acknowledge each other's existence. And I think this chat chabitie b influencer retreat really brought that to the four.
Starting point is 00:15:07 I mean, one commenter who's a critic of AI, told TechCrunch, the world is on fire. a great time to brag about your $5,000 a night suite. And then on the other hand, you have one of these influencers, Grace McCarrick, who said, I didn't for one second consider it would be controversial. So these two groups just have nothing in common. They don't see AI the same way. We spent a good part of yesterday afternoon just scrolling through the comments because it was very entertaining to see this playing out. And this is a dynamic that is going to continue playing out specifically because Open AI is going to push further into the influencer and celebrity
Starting point is 00:15:43 partnership game. Earlier this year, they actually brought over Charles Porch, who was Instagram's former VP of Global Partnerships, and his role is going to be building relationships with these influencers, building relationships with people who post online and understand how creators use and interact with AI. So that's definitely something that this is not going to be the last, you know, influencer partnership we're going to see out of Open AI. But some people were saying that they just went about it in the wrong way. Companies do this all the time. Anthropic also recently hosted an influencer dinner to learn about Claude, but they did it more low-key. They didn't post about it too much. They are kind of trying to align themselves with this crowd
Starting point is 00:16:23 without being overt about it. And that's what a lot of industry onlookers said, it's okay to do this stuff, but it's not necessarily in your best interest if you're putting your comms hat on to broadcast this widely to the world, especially since the technology is so divisive. It's been really interesting to dig into the numbers to see whether these critics of AI that are so vocal on Instagram in criticizing the influencers who went to this retreat are the vocal minority or they represent a large swath of the population. And from the numbers, it does seem like this is really a vocal minority. I mean, chat GPT is about to hit 10 million app store reviews with a 4.8 rating. ChatGBTGPT was the most downloaded mobile app last year's over 770 million downloads. It was, you know, it's soon going to hit one billion downloads.
Starting point is 00:17:12 So a lot of people out there, maybe they don't like to talk about it, but use chat GPD and they like it. Among frequent users of AI, 62% have a favorable view of chat GBT and open AI compared to just 35% of clod. So there's a perhaps just from these numbers, it seems like there's a silent majority out there that, you know, it wants to go to bad for AI, but they're just not talking about it. Maybe it just says more about influencer trips in general, because every couple of years or so, we get one that just really hits the mainstream and rubs people the wrong way.
Starting point is 00:17:43 I'm thinking about Cheyenne in 2023 when they flew creators out to China for this very curated and stage factory tour. And then I mentioned Tart Cosmetics. They were kind of the poster child for throwing these lavish creator retreats that got a lot of backlash because a lot of people viewed them as out of touch with reality or excessive. So when will brands learn that maybe it's not the best idea to spend a lot of money on these influencers when normal people are just, you know, trying to get by? All right. We're going to take a quick break and come back with a story about milk right after this.
Starting point is 00:18:18 Toby, have you ever heard of Rising Stars? Of course. I haven't written above my mirror to remind myself, I am one every day. Toby, Rising Stars is a docu-series that follows small business owners as they created their businesses and faced real challenges. It features business. It features business making real moves like crowned skin. Amazon ads helped them scale to over $500,000 in monthly revenue. For more success stories like theirs, check out advertising.amazon.com slash rising dash stars. That's advertising.com slash rising dash stars.
Starting point is 00:18:52 Finding the right shoe is no small feat. Enough with the foot size jokes. That wasn't a joke, but Ultra's running shoes are designed to give you room for your toes for comfort, balance, and strength. Ultra has more room for your toes so they can spread out and your feet can stay in a natural position. Ultra does actually make shoes shaped like feet. What a concept.
Starting point is 00:19:11 Use promo code Morning Brew 10 for 10% off your first pair of Ultra Running Shoes at ultrarrucom slash Morning Brew. That's A-L-T-R-A-Running.com slash Morning Brew. Milk is making like Tame Impala and going from alternative to the mainstream. Bloomberg reports that AltMilks Oat-Milks, oat, almond, cashew, and the like have been falling out of flavor as more consumers reembrace the real stuff from a cow. For three straight years, retail sales by volume of dairy-free milks has fallen
Starting point is 00:19:40 by over 5% according to Sircana, with the biggest decline coming from almond milk, long the king of the nut milks. At the same time, dairy milk sales are seeing renewed interest, totaling sales of $18 billion annually. The alt-milk slump has hit some of the biggest purveyors hard, particularly Oatley in 2021 at the height of the dairy-free craze, Oatley went public in search to a market cap of over $15 billion. But since then, it's been an utter disaster. Americans began to prioritize other things in their diet, clean, simple, unprocessed ingredients, and of course, protein, and Oatley's value is now down to $470 million, a 96% plunge.
Starting point is 00:20:21 The wipeout has caused soul-searching among the entire alt-milk industry. Some are reformulating their products or marketing to different costs. customers like baristas, others are discontinuing their plant-based brands altogether. Toby, it absolutely reminds me of what's happened to plant-based meat companies like Beyond Me and Impossible Foods, which never lived up to the hype. The American consumer is a fickle one. Preferences change. And while calcium was in a few years ago, now it's protein. I mean, calcium really used to be the thing that almond milk, especially hung its hat on. Almond Breeze advertises 450 milligrams of calcium per cup versus 300 milligrams in.
Starting point is 00:20:57 cow's milk, but now it just seems so outdated to even think that people care about that anymore because everyone is protein maxing. So it really is just one of those things that swings with the win of consumer sentiment. The other thing, too, is that we're in this big anti-process food movement, especially in the upper reaches of the government, RFK Jr. as a very big proponent of simple food and the fact that milk has one ingredient versus oat milk has more, just simply more things in it. A lot of them, too, point out the fact that oat milk often has seed oils in it. There's been this big hubbabaloo around seed oils in particular. So if you are seeing people not care about calcium anymore, you're seeing people care much more about simplicity and you think
Starting point is 00:21:42 that they see seed oils as toxic and inflammatory. Of course, the pendulum is going to swing back towards cow milk, which, by the way, has always been a bigger industry than oat milk. They never quite got on par with each other. The U.S. Dairy Market in 2022 was six, was $60 billion. U.S. plant-based milk market was just under $6 billion. So it was never quite an even comparison, but even now, Cal's milk is running away with it. Yeah, and also doesn't help that it's much cheaper than alt milks right now. The average for a gallon of milk in the U.S. is $4.22.
Starting point is 00:22:15 And according to the Department of Agriculture, if you go down the milk aisle and look for some alt milks and you just want a half a gallon, that can cost anywhere from $4 to $5 or even more. so basically you're down 50% already when it comes to price comparisons. Not all dairy is winning, though. That's what I found interesting. Whole milk is killing it. Organic milk is killing it. But skim milk sales have actually fallen more than 75% since 1998.
Starting point is 00:22:41 1% milk sales as well are down more than 50%. I've always been a 2% guy myself. Also, not all plant-based milks are dead either. Some are expected to grow. The two new categories that are emerging right now are pistachio milk, because it doesn't have added oils. It has a little bit lower sugar, lower calories, lower carbs than Oatley. And then also hemp milk.
Starting point is 00:23:02 It is projected to be the fastest growing alternative milk category, 14% growth over the next four years. So it still has certain advantages where people say it uses less water than the dairy industry does, less land and water, fewer greenhouse gas emissions. So there's still that narrative it can tell, even though it's out of style right now. Maybe in a few years, all of that comes back into the fore in oat milk. Sorry, alt milks are growing once more. All right, let's sprint to the finish with some final headlines.
Starting point is 00:23:31 Maybe stocks do only go up and to the right. Yesterday, the S&P 500 closed at a new record, posting a 1.8% gain to topple its previous high from June. After a few bumps this summer, stocks are on a roll thanks to strong corporate earnings and hopes that maybe sometime soon, the U.S. and Iran will agree on a deal that reopens the Strait of Hormuz. Companies are simply crushing it. So far, this earnings season, 86% percent. of public firms have beat profit expectations, including some of the biggest tech names that account for a disproportionate share of the market. Meanwhile, oil prices have dipped below $80 a barrel for the
Starting point is 00:24:04 first time in three weeks, as a peace deal comes into view that will unlock energy flows from the Middle East. Toby, we're so back. If you're handing out game balls, you got to give one to Palantir, which jumped nearly 30% yesterday, as well as Caterpillar, which is a more boring company on the surface, but is also profiting from the AI boom and the power generators they are flying that rose 6%. I don't know how many other game balls, but we should give one to the oil market and also Nvidia was back up 2.6%.
Starting point is 00:24:33 Broadcom was up nearly 7% and Micron up 7.6%. So that memory and chip trade came flying back as well. It was tough to go this long between an all-time high all the way back in June till now in early August.
Starting point is 00:24:48 I everyone will remember the great stock market sell off of those last 20 days or so. Caterpillar is a boring company. Clearly you did not play Tonka on PC in the 90s. You missed MySpace. And you also missed Tonka. That was awesome. Okay, up next, there is one stock that didn't join the party yesterday. And that was Chipotle, whose shares fell 10% after it was linked to a salmonella outbreak in Minnesota. The burrito chain has removed jalapenos from multiple stores in the state after it learned
Starting point is 00:25:16 that the peppers could be associated with salmonella that's sickened 110 people with that number expected to climb. Minnesota says it's pleased with Chipotle's response, since it's, it proactively remove the jalapinos and replace them with products from a different grower. But investors are skittish given Chipotle's history with food safety incidents about a decade ago. Plus, diners are already wary of bowl slop slingers given the ongoing cyclospora outbreak. Toby, that's why I strictly go pico. Can't go wrong. Well, you can go wrong, actually, because I was looking at where jalapinos are within the lineup that
Starting point is 00:25:49 Chipoli offers because I didn't even know they had jalapinos. And it actually is contained in the corn salsa, in the peopo. by the way, and the guac. So I don't even know what you can put in your bowls at this point. It's just rice and meat. That is all that safe. Maybe some queso is all right as well. But yeah, very tough for Chipoli because they spent so much time and energy
Starting point is 00:26:09 re kind of asserting themselves and making their food safety reputation better than it was. And yet here they are. It's probably a very small thing. And yet, given the broader context of the cyclospora, it's probably going to hit the stock harder than it would before. So I'm sure they're in their boardrooms thinking like, gosh, dang it. We did so much effort. And now here we are back to square one.
Starting point is 00:26:34 Finally, there's an old saying that on the long enough timeline, every business becomes an advertising business. BMW is the latest default. The luxury car brand has been putting promotional ads for Spider-Man brand-new day on the little infotainment screens in millions of its vehicles as part of a partnership with Marvel. The campaign runs till all. August 10th and is available to watch every time you start up the car if you decide to click on it. BMW has framed the ads as a special surprise for its drivers, but most owners are feeling
Starting point is 00:27:02 more like Doc Ock, frustrated that Spider-Man has somehow crept his way inside a car. They already spent tens of thousands of dollars on. The other comparison I was seeing is that this is like the time when Apple forcibly downloaded that U-2 album onto all of our phones. It's that all over again. It's made all the more worse because BMW just putting its foot in its out. The company's SVP for connected company development back in 2023 was asked whether BMW would sell in-car screen space to run commercials. And he said, no, I don't see it happening at all because the cabin
Starting point is 00:27:35 is, quote, a private space. Fast forward three years, Spider-Man is everywhere in BMWs. And people were already on edge about BMW because they did also recently, uh, and a few years ago, tried to launch a heated seat subscription. So you had to pay a monthly fee to get your butt warm in BMWs. So that rub people the wrong way. And now they're putting Spider-Man in every car that was released after 2020. This is not a PR situation that BMW wants. If my Spider-Man ads can subsidize my heated seat subscription, you know what? I'm okay with that. That works for me. All right. Finally, we close out every Wednesday show with Suggestion Box, where Toby and I share a recommendation to help you get over the hump of the week. Toby, the floor is yours.
Starting point is 00:28:19 My recommendation is to find out what your type is. So there's this psychologist and mathematician I follow an ex named Spencer Greenberg, who recently posted a tweet that read, is your taste in people basic or one of a kind? How picky are you compared to others? Please participate in our study on attraction by rating faces and get a custom report at the end with your type and metrics about your attraction. This went super viral, obviously, but basically you go through and rate people's faces based on how likely you would be romantically attracted to them and if you would go on a date with them. And then you get these categories that show what your main type is. If you are interested in participating in this,
Starting point is 00:28:56 I encourage you to go to his ex-account, Spencer Greenberg. He has the link there. We'll also link it in the show description. I will say, because it has gone so viral, the servers have been melting a little bit, and we might be melting them again with this recommendation. But I was doing it this morning, even if you're not single, which I am not single, it's fun to see if your, you know, attraction matches your partner. It's a very fun thing to do. I highly recommend it. Are you sure this isn't Mark Zuckerberg's burger? I know, I know. It's more scientific than that.
Starting point is 00:29:24 Like, it is designed to provide info for a study on attraction. But yeah, it's very similar to hot or not. All right. My rec is a trick to help you fall asleep faster. It's called cognitive shuffling. And the idea is to signal to your brain that there is nothing important worth staying up for. Basically, you just want to choose a random word, pencil, then imagine it in your mind, then simply pick another one and another one.
Starting point is 00:29:50 and another one until you eventually wake up to your alarm the next morning. If you want to provide structure, you could choose words that all start with the same letter, letter, pencil, porcupine, paper, or grow through the alphabet A through Z. Of course, I can't guarantee anything, but it's just another tool you can add to the arsenal if you're twisting, turning, and anxious in bed. The only thing I do is play golf holes. I'm sure that's similar to what you just described, but I just imagine each and every shot and then before I make it to 18, I'm waking up the next day.
Starting point is 00:30:18 Whatever works. Whatever works for you. It seems more exciting than pencil and porcupine, but... That's the whole point. It's not exciting. True, true. If you're excited and you're trying to solve a problem like you are in the golf course, then that will keep you up because your brain is working.
Starting point is 00:30:32 The idea is to just be super boring and tell your brain like, you don't have to be on right now. You just have to imagine these very basic concepts. But the idea is to picture in your brain. I tried this last night. I didn't get through... I got through pee and then I woke up the next morning. So just something else to try with if you're your toss and turn in bed.
Starting point is 00:30:52 Okay, that is all the time we have. Thanks for starting your morning with us. Have a wonderful Wednesday. Toby, I think you have a message to one particular listener. Yes, it goes out to my wonderful fiance. It is her birthday today, soon to be wife as well. Happy birthday, Celia. If you could leave a comment or send an email or whatever, it would make her day.
Starting point is 00:31:12 And so you're playing this attraction game as a gift to her birthday? No, there's other gifts coming. All right, happy birthday, Celia. Y'all ready to hear the next clue for password? So this week we are running a game where you have to guess a secret word from a series of clues. The first two clues were the password has to do with one of the five senses, and the password begins with a chemical symbol. Today's clue is the password has three syllables, three syllables. Once you think you figure out the answer, you can submit it through the form in the show notes.
Starting point is 00:31:42 If you still need more time, we'll reveal another clue tomorrow and Friday. but you'll get fewer tickets entered into the raffle to win the prize. Good luck. Neil, someone got it yesterday. Not saying who it was. It was me. I got it. Maybe it's because I looked ahead to the clues on Thursday and Friday,
Starting point is 00:31:59 but you guys will be able to figure it out going forward. I'm very excited to see the answers pour in. To share your thoughts on the episode or anything else, send an email to Morning Brew Daily at Morningbrew.com or DM us on Instagram at Ambid Daily's show. Let's roll the credits. Emily Milliron is our supervising producer. Raymond Lou is our senior.
Starting point is 00:32:16 producer. Our producer is Olivia Graham, and our associate producer is Olivia Lake. Technical direction by Nina Miller. Hara makeup wants to be in your top eight friends list. Devon Emery is our president and our show is a production of Morning Brew. Great show today, Neil. Let's run it back tomorrow. If your pack could use a change of pace, get to one of Great Wolf Lodge's 22 locations. Splash away in the indoor water park where it's always 84 degrees. There's a massive wave pool, a lazy river, and tons of water slides. There's also a bunch of great dining options. and complimentary daily events like nightly dance parties, all under one roof. Book your stay at greatwolf.com.
Starting point is 00:33:00 That's greatwolf.com.

There aren't comments yet for this episode. Click on any sentence in the transcript to leave a comment.