The Best One Yet - 🦸‍♂️ “Ironman… In Real Life” — The Tony Stark startup. Coors Light Super Bowl. BMW’s heated seat fee

Episode Date: July 15, 2022

Budweiser was the exclusive beer sponsor of the Super Bowl until today — and that made Molson Coors the most creative beer in advertising. The founder of Oculus has a new plan: Become Iron Man (he��s pulling a Tony Stark in real life). And if you enjoy the heated seats in a BMW, you’re gonna have to pay extra for them… because BMW is jumping into Fee-tail with a Fee-ocracy.$TAP $BUD $BMWYY $METAFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeWant a Shoutout on the pod? Fill out this formGot the Best Fact Yet? We got a form for that tooLearn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

This is Nick. This is Jack. It's Friday, the real Friday, July 15th, and today's pod is the best one yet. Tboh-I. Tbio-I. What's going on, Jack? Last day in Los Angeles. It is. We've been basking in the hills of Beverly.

To all the Yetis who sent us places with $12 lottes, thank you. They were delicious. I just had the most scrumptious cardamomom-moka mushroom mineral latte ever for $26. I got 99 problems, Jack, but turmeric solved like, I don't know, 86 of them. Jack, what's going on? What's our first story? Budweiser. has been the exclusive beer of the Super Bowl for over 30 years until now.

Yeti is that deal and made Coors Light the most creative beer ever brewed. Our second story is the founder of Oculus VR headsets. He has a new plan. What is it? Become Iron Man. He's pulling a Tony Stark on the U.S. military. And our third and final story, if you want to enjoy the heated seats in your BMW, you're now going to have to pay an extra $20 a month subscription.

Besties, we hate to say it, but BMW is jumping into feature. Jack, what's going on with feetail? It's a feocry. The feocry. Are we going to talk about the fee-fi? Let's talk about the fee-fe. We're going to have to talk about the fee-f. But Yetis, before we hit that wonderful mix. I mean, apply the SPF. I love this mix of stories. I got a bathing suit on right now. We got to apologize because we forgot to acknowledge a holiday last week.

We did, Yeti's National Chocolate Day. It was last week, and Jack and I forgot. We would have announced it, but our mouths were full of Cadbury eggs. It's not your fault. It's Nestle's fault. We celebrate National Chocolate Day every year because chocolate isn't what you Thank you, yeah, Jack and I jumped in T-Boy style years ago. Chocolate is actually fundamental to our economy. Because chocolate is one of the world's first accepted currencies. Jack and I got this tip from Savannah Westwood down in Orlando. According to the journal Science, great journal. The ancient civilization of the Mayans used chocolate in their barter economy. It's like the ancient

Mayans didn't have money. They had a milk a bar. No credit card. Right. Yes, Cocoa. Imagine getting pay jack, but in Reese's peanut butter cup. That actually happened to me in first grade. It's a real thing. It was awesome. That's how that economy works. But back in the day, if you wanted to buy a house, your breader being a stack of Hershey's bars.

Chocolate got so valuable like 2,000 years ago. How valuable we got? But the Mayan leaders had to regulate the amount of cocoa beans. They literally restricted cocoa trees to control the cocoa currency. They reduced the chocolates of pie to fight chockflation. So yeties, whatever kind of milk chocolate bar your mouth is indulging in right now, if anyone ever tells you money doesn't grow on trees, they're wrong.

Chocolate. It's the only money that literally grows on trees. Right, yeah. Let's hit our three stories. Well, paper cash grows on trees. Let's just hit our three stories. Cash is money.

We can hit our three stars. Fifteen years before this song, two boys from the Northeast met in the dorm. They had an idea to cause a cultural storm. It's the best one yet, but the best is a norm. That's it. I don't even think they need to practice. 50% that's a fat tip.

Tea Boy City on your at list. If you know you know, because we're ready to go. Can't wait no more, so just start the show. Start the show. For our first story, after 30 years, Budweiser is given up control of the Super Bowl. And because of Bud's 30-year reign, the beer wars got hilarious. They got amazing. First of all, shocker to nobody.

Budweiser loves the Super Bowl. They chug Super Bowl commercials. Here, though, is the shocker. Bud has had the exclusive right to have beer commercials during the Super Bowl. for over 30 years. Like you may not have noticed it, but like from the Clydesdales to the frogs, it's like the What's up guys? Those guys, those guys, those guys.

Every Super Bowl beer ad you saw in the Super Bowl, it was a Budweiser ad. And remember the year after, what's a? How are you doing? Remember that? It was pretty good. That's pretty good. That's why Bud has more Super Bowl wins than the Brady's and the Mannings combined. Which is why Jack and I were shocked by this quiet new news that dripped out yesterday.

Budweiser is relinquishing its exclusive beer sponsors. or status for the Super Bowl. So Molson Coors made a move ASAP. Molson Coors booked a 30-second ad for next year's Super Bowl immediately. And like the Coors Light brand manager, what did he say about this? It's a no-brainer. That's what he said about this. So on February 13th of next year, we're going to see Bud Light commercials.

Okay, nice. We're going to see Budweiser commercial. Classic. We're probably going to see their like spiked seltzer spin-off commercials. Like a twist a mango. But also Coors Light. But here, Yeties, is what Jack and I find fascinating about this story. We analyze the Molson Corp.

commercials over the last few years while Budweiser owned the Super Bowl. Interestingly, Coors-like commercials have been way more creative than Budweiser. We know you're thinking like that's subjective, but honestly, it's pretty obvious when you look at the two different commercials. Now, Coors couldn't afford to be the official beer of the NFL. So they adapted. They did a little creative like guerrilla marketing. Jack, what did Coors call itself instead?

It calls itself the official beer of everything unofficial. Which is just like better. They're owning it. It's just funny. It's just funny. Or get this. Cores Light snagged a very particular website. What website did they snag? It's kind of trolling Bud Light, because they grabbed the URL for Budlightnext.com.

So like when Bud promotes its next Bud Light spin-off, which is called Bud Light Next. You're going to end up on a website owned by Core's Light. And they're probably going to rip on Bud Light Next. Or how about this? What do they do to get around those like silly NFL advertising rules? So the NFL doesn't want their players promoting alcohol. They think it's a bad look. So, Molson Coors found a creative way around that NFL advertising rule.

They hired Patrick Mahomes to be in a commercial. Great quarterback. For something that looked like a tall can of Coors Light. So you're looking at this, you're thinking it's a Coors Light can, but it's actually a Coors Light flashlight? It's a Coors Light. Right. So it's a flashlight, but it's still Coors Light. It looks just like a Coors Light can.

And Pat, he opens it up to try to pour it into a pine glass. And out comes out. And out comes two batteries. Right. Not the hilarious. So it didn't violate the NFL's out. alcohol rule. But of course we all know what's going on. Budweiser didn't pull that off. Coors did. So, Jack, what's the takeaway for our buddies in the beer industry? Necessity is the mother of invention.

Yeties. Coors has designed a more creative advertisement because it had to. It literally couldn't do an ad in the Super Bowl for over three decades. So the way we see it, Budweiser bought your attention by owning an exclusive NFL sponsorship. Coors Light earned your attention by creatively finding ways around that Budweiser dominion. Exactly. Coors, they had fewer resources. They had a back against the wall mentality. And those limitations forced Coors to create greatness. Because necessity is the mother of invention. For our second story, the founder of the Oculus virtual reality headset you may know in love, now does self-cruising submarines for the United States military. Because America has been missing its Tony Stark. Okay, yet he's, Jack and I jumped in T-boy style to this story. Surrey. Surveyor,

surprising policy over at Google. Google doesn't do business with the U.S. military. Google's artificial intelligence principles forbid them from selling tech that could be used as weapons. When Google tried to do something like that, which they have. There was a revolt from their workers who protest. What Jack and I were trying to say here is that Silicon Valley workers prefer whipping up iPhones to eye drones. No MacBook Air if it's for the Air Force. And here is the result.

American tech tends to make toys just for consumers, but they won't do it for the military. Well, the founder of Oculus headsets disagrees respectfully. Palmer Lucky was a co-founder of the VR goggles company, Oculus, that got bought by Facebook and that is now crucial to Zuck's metaverse future. And just this week, he said that American tech should be making cool things for soldiers, not just for citizens. Translation. Iron man needs to go from fiction to reality.

This guy's trying to go full Tony Stark. He's trying to be the Iron Man of Silicon Valley. And he's doing it with his new. company, Anderil, which is an elvish name. It's an elvish name. It's a Lord of the Rings thing, if you know, you know. Anderil is Lucky's five-year-old defense tech start. And what they're doing is they're building tech toys, but they're building those tech toys for the U.S. military. For example, their latest product. Okay, this was wild. There's a video on their website. It's an underwater self-driving submarine drone. Like, you set this thing offjack into the

Pacific Ocean. And it just goes exploring, you know, enemy bases casually. This company just raised at a $7 billion dollar valuation. Like a month ago. And they're working on like Tesla autopilets, but submarines for the military. Just envision a self-swimming Ironman suit, but there's no human being inside of it. It's defense tech, not consumer tech. It's for private Ryan, not for regular riots. Not for civilian Cindy.

Uh-uh. So Jack, what's the takeaway for our buddies over in the tech industry? We have more mattress unicorns than defense unicorns. Okay, Yeties. We know, Microsoft, Palantir, SpaceX. they all do work with the United States military. But Anderil is one of the few startups that's going full Tony Stark. Or as the founder Lucky put it, there are more billion-dollar mattress startups these days

than billion-dollar defense startups. We got more comfy startups than uncomfortable ones. Now, Russia and China, they don't have this problem because protest is not an option there. Tech startups in Russia and China, they're deeply connected to their nation's militaries. But Anderil's growth, it reveals that there is a whole. in Silicon Valley. And it could be making a hole in our military. And now a word about our sponsor, Robin Hood. So for the last three and a half years, Jack and I were running a startup, within a startup, basically. We turned our company Market Snacks into Robin Hood Snacks, the newsarm

of Robin. And at Robin Hood, we co-hosted the Snacks Daily Pod that you got to know and love. At Robin Hood, we also got to hire an awesome team of news people who run the Robin Hood Snacks newsletter. Wild fact here. The biggest newsletter in America, Robin Hood Snacks. A key detail, though, not many are aware of, is the editorial independence. So Jack and I set it up so that we could independently cover the most interesting and most important news stories of the day. Robin Hood's commitment to free, digestible news snack style was an awesome differentiator. Yeah, if you're not investing in Robin Hood yet to get started, go to robin hood.com slash t-boy and choose a free stock. That's robinood.com slash T-B-O-Y.

Certain limitations apply. All investments involve risk. Robin Hood Financial LLC, member SIPC. By the way, Robin Hood is no longer affiliated with us or the podcast. For our third and final story before the weekend, BMW is now paywalling your heated seats. It's borrowing from airlines. This is a risky move. It is a risky move. But before we jump in T-boy style, you've driven on the Audubon Avenue.

When I studied abroad in Germany. It was pretty impressive. My girlfriend at the time's dad and a beamer. I got to drive it on the Audubon. you do that? He didn't tell me there was a speed limit on most parts of the auto I thought it was unlimited. I thought it's just like ludicrous speed. It's not. I think I got him a ticket. Did you hit 200 miles an hour? Kilometers. There we go. It was a trick question. But yet he's in the UK, Germany, South Africa or New Zealand, BMW is trying out a new thing.

If you want to use the heated seats in your car, you have to pay a monthly subscription. Are your butt cheeks feeling a little chilly on that Audubon? If you want to heat them up, you can for 18 bucks a month. Okay, Jack and I were shocked when we saw this Yetis, but we noticed it's actually part of a growing trend. Investors are loving subscription-based business models. Yeah. So car companies want in. And this all started with Apple.

Apple charges 900 bucks, give or take, for an iPhone. But then they charge you $10 a month if you want to enjoy their Apple services. And that concept was emulated by Tesla. Tesla charges you $50,000 to buy one of their cars. But if you want to use autopilot... It's just fun. That's $200 bucks a month. So, besties, here is what BMW is thinking.

They really like Apple and Tesla's high stock prices as tech company. So it's acting like a tech company itself. They are. It's hoping with this subscription that investors start treating BMW like a tech company. For example, Jack, are you enjoying those side safety cameras that happen to come with that beamer? It's a fine future. It is.

It's $25 a month extra. Oh, Jack, are you enjoying those high beams that automatically turn on? off when another car is camping? Just like Guac. Yeah. It's extra. Yeti's BMW thinks that this situation is actually a win-win. They think it's a win for them and a win for you.

BMW investors love that steady stream of monthly subscription revenues. And they think customers love not paying for heated seats in the middle of this summer. But we got to ask. Yeah. Do customers like paying for heated seats in the winter? Feels like a takeaway moment, Jack. So, Jack, what's the takeaway for our buddies over at BMW? They're borrowing the wrong.

wrong business model. This is fee-tale. Like when companies charge you for things that feel like they should be included for free, but are actually now fees. Airlines love them some fee-tale. They love fee-tale. The Wi-Fi fee. The luggage fee fee fee fee fee fee.

It's a feeocracy, Jack. It's a feeocracy. Flyers, though, universally dislike fee-tale. And that is why less than one out of three Americans have a positive view of an airline. If you buy a car that has heated seats in the seats, those heaters are all built into the expensive car you bought. Do you want to vent for a moment, Jack? You shouldn't have to pay a second time to use the heated seats that you already bought. Yet he's paying extra for something easily available in the product already. That doesn't feel like flexibility. That feels like a fee. BMW charging for heated seats, Nick, is like if Apple started charging to use Bluetooth.

VMW thinks it's offering freedom. It's actually offering freedom. Life, liberty, and the pursuit of warm butt cheeks. Jack, can you whip up the takeaways for us before the weekend? Budweiser has given up its monopoly on Super Bowl beer commercials. And Coors Light shows that necessity is the mother of invention. For our second story, Anderil is a $7 billion elvish-name startup that's giving our military high-tech. Because there's more mattress unicorns than there are defense unicorns. And our third and final story is that BMW is testing subscriptions. They're basically paywalling your favorite features in the car.

I know you want to vent this takeaway. Say the takeaway. You got this, Jack. It looks like they're borrowing from the wrong business model. Feetail. Now, time for the best fact yet. This one sent in by longtime legendary Yeti, Sarah Sitchell from the Upper West Side. Manhattan Henge happened this week in New York City. A wonderful moment, Jack, when the grid of New York City lines up perfectly with the sunset.

It's the New York City solstice and everyone takes a picture. Technically, it's like two days after the solstice. There was like a grid slash degree issue with a sunset. planning of New York. Everyone takes a picture. And the best place to watch Manhattan Henge is actually West 79th Street right by the Natural History Museum because there's a hill on the Upper West Side. You look down on West 79th Street and at the very end of the street is the sun. But what many don't know while they're taking those Instagram photos is that the term Manhattan Henge was coined by Neil deGrasse Tyson. The famous Natural History Museum astrophysicist. Yeties, you looked

fantastic all week. Jack, you were glowing with that mocha macho mushroom latte you devoured yesterday i'd be growing more if i didn't have that spf leaking into my eyes los angeles you ate us up and spat us out yetis besties have a great weekend celebrate some wins and before we go a happy birthday to mr tuck cramer over in braddleboro vermont tucker cramer from the sixth borough braddleboro fryer for life and shane mandy's from bucks county pennsylvania happy birthday shane's got the comedic presence of chris far and the physical mystique of Chris Hemsworth. And a happy birthday to Noel Gereet over in Logistic Chicago.

Happy 31st to Ben Legel in Seattle. And Sarah Eden in Hingham, Massachusetts, just outside Boston. Happy birthday to Amber Benson in Magnolia, Texas. And Stephen Big Bam Trong over in Atlanta. Happy birthday to Ashley Sunflower Barnum in Rocky Hill, Connecticut. And Caitlin Deion, happy birthday in East Grandby, Connecticut. Happy birthday to Christopher Boucher in Hamden, Connecticut. And apparently the whole state of Connecticut.

and Kelly Klein is turning 60 and has 35 years teaching in Cottonwood Heights, Utah. And happy birthday to Pearl, who's traveling to New Zealand for her birthday with her son, Essum. And Maxine McGee, congrats on three years working at Snowflake. And good luck to Vince Lester, whose mid-year's resolution is to run 1,083 miles by the end of the year. 1,000, 2,000, 3,000. This is Jack, Nick and I both own stock of Apple and Robin Hood. And now word about our exclusive sponsor, Robin Hood. Look, we're not tech guys.

We're not engineers. Nick, I'm no product manager. You look great, but we're not technically. When our computer's not working, Jack and I turn it off and then we turn it back on again. But when we moved to California to join Robin Hood, we were in tech's mecca. So we were soaking up as much about the tech industry as we could. One thing we saw about the tech industry at Robin Hood was insane customer focus. Every product launched, every tweak made to the app was a laser focus.

focused move on customers. Robin Hood would be interviewing hundreds of users to figure out of one tweak of one button in the app would improve the experience. Inside of Robin Hood, we saw that everything the company did was focused on the best outcome for you, the customer. If you're not investing on Robin Hood yet, to get started, go to robinode.com slash t-boy and choose a stock. That's Robinhood.com slash T-B-O-Y. Certain limitations apply.

All investments involve risk. Robin Hood Financial LLC member SIPC. By the way, Robin Hood is no longer affiliated with all of our business. us or this podcast.