The Best One Yet - 🏄 “It’s The New Golf” — Surfing’s wave pool surge. The Infinite Workday. Disney’s Amazon ad collab.

Episode Date: June 23, 2025

The hot new real estate trend is giant surf parks… Wave Pools borrowed the biz model of golf.117 emails per day? Interruptions every 2 minutes?... Microsoft data reveals your “Infinite Workday.”Disney just hooked up with Amazon on advertising… and TV ads are about to look like Instagram.Plus, Jeff Bezos is getting married this week… and we found his leaked wedding vows.$DIS $AMZN $MSFTWant more business storytelling from us? Check out the latest episode of our new weekly deepdive show: The untold origin story of… Ferrari 🏎️Subscribe to The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinks to listen.TBOY Live Show Tickets to Chicago on sale NOW: https://www.axs.com/events/949346/the-best-one-yet-podcast-ticketsAbout Us: The daily pop-biz news show making today’s top stories your business. Formerly known as Robinhood Snacks, TBOY Lite is hosted by Jack Crivici-Kramer & Nick Martell.GET ON THE POD: Submit a shoutout or fact: https://tboypod.com/shoutouts NEWSLETTER:https://tboypod.com/newsletter SOCIALS:Instagram: https://www.instagram.com/tboypod TikTok: https://www.tiktok.com/@tboypodYouTube: https://www.youtube.com/@tboypod Anything else: https://tboypod.com/ Our 2nd show… The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinksEpisodes drop weekly. Hosted on Acast. See acast.com/privacy for more information.

This is Nick. This is Jack. Welcome back. It is Monday, June 23rd. And today's part is the best one yet. This is a T-boy. The top three pop business news stories you need to know today. By the way, Jack, celebrate the wins. How about that interview with the Reddit CEO last week? It was pretty awesome. Sophisticated guy. I know my favorite part was how he applied ballroom dancing to running a $20 billion tech company. And how he's never made a LinkedIn post in his whole life. He's on the record for it. But Jack, three fantastic. stories for today's show. What do we got on the T-Boy? For our first story, Microsoft data just revealed that the typical office worker gets 117 emails and 153 messages every day. It's resulted in the infinite workday. But Jack and I have a solution, and it's called Flow. For our second story, Disney just hooked up with Amazon on advertiser. That's right, TV ads are about to feel as targeted as your Instagram. And our third and final story is the hot new trend in real estate. Surfing. Surfing, specifically gigantic wave pools that create the perfect wave every time. So Jack and I are calling it now. The surf pool is the new golf course. But yet is before we hit that

wonderful mix of stories. What a fantastic mix of stories to kick off the week. The hottest ticket of the century is the Bezos wedding, which starts either tomorrow or on Friday. Yeah, this happens to be the most closely held secret outside of the nuclear codes. But for 72 hours, the world's second richest man is going to host the most expensive wedding of all time. Amazon founder Jeff Bezos and Lauren Sanchez, his fiance, getting married in Venice on a yacht. I could have waited a week until Prime Day, Nick. I mean, Jeff, you would have saved 30% on those votives.

Now, unfortunately, Nick and I had to RSVP, no, true. Because we're busy recording this pod. Yes, we are, but here's the big news. We just snagged leaked secret copy. of Jeff Bezos's wedding vows. And we will reveal them right now, right here on this show. Nick, kick it off. All right, here we go, Jeff Bezos, his wedding vows.

Lauren, I, Jeff Bezos, take you to be my customer for life. I solemnly swear to love you in sickness and in telehealth. In bull markets and in bear. In rocket launches and regulatory hearings. I promise to cherish you with five layers of unnecessary cardboard. I promise to be your rock, because A. AI can't disrupt rocks. Alexa, I mean, Lauren, I promise to spoil you with two days of free emotional support.

Unless there's a storm in Memphis, in which case, four days. I will stand by your side every season of the year, spring, summer, fall, and the Q4 holiday push. And I'll never leave you lost in the supplements aisle at Whole Foods. Because I don't just love you, Lauren, I subscribe to you. We go together like supply and demand. You fulfill minceenter my heart. You are the auto renew to my prime. my son, my stars, my cloud compute. And no one can break us up. Not even the FT City. So Lauren,

you'll never have to read the fine print because I already clicked except all. To love and to cherish until Cherin do it. 15 years before this song, two boys from the Northeast met in the dorm. They had an idea that caused a cultural storm. It's the best one yet, but the best is an norm. Jack Nick Tis. 50% that's a fat tip. Tea Boy City on your at list. If you know you know, because we Red to go. We can't wait no more, so just start the show. First, a quick word from our sponsor. For our first story, Microsoft Data just revealed that we're all working the infinite workday. You will be shocked how much time you actually spend on emails, messages, and meetings.

Yep, but we have a solution for the infinite work day. Now, yeties, Jack and I have noticed that your email signature actually says a lot about you. Right, Jack? Best wishes, regards. Or are you just like dash and then your initials, which is a power move? Lowercase initials, that's a flex right there. That's like presidential candidates

ray off emails like that. If you're doing that, then you're making 12 figures. So Microsoft happens to know all about your work email because Office and Teams, their software that they own, covers 320 million monthly active users. So the Office and Teams user base is a proxy for the American worker. And Microsoft just shared anonymized data then I'll make you want to spit out your green tea at the water cooler.

Get this, the average worker gets 117 work emails per day. That's as long as a book. The average worker spends less than 60 seconds on each of those emails, but that's still two hours a day just going through your email. Jack, that's as long as a movie. Sorry, just going through your work emails because you have personal emails you got to do when you get home. And Jack, I don't want to point anyone out here, Carol, but the worst offender happens

to be mass emails. That's right. Emails with 20 or more recipients are up 7% from last year, according to Microsoft data. 20 people needed to skim through the 17 replies. It's like an epic time suck organizing the cupcake party you're not even going to. So you're spending a quarter of your day just answering emails to a bunch of CCs you don't even know. But yet is here's what Jack and I found fascinating about this story. What makes your workday infinite is the non-email messages. Because they're 24-7. They're relentless. For example, if you're using Microsoft Teams, you get 153 messages per a day. Some are just emojis, most aren't. And you of course get that one message. You spend an hour trying to interpret. Is she angry me? Is she not? What is my boss thinking? But it's not

just emails and messages. Meetings are up to, specifically the ad hoc meetings. We're talking orando meetings, flash forums, pop-up, powwows. They've all hit all-time highs. According to this Microsoft data set, over half of meetings are surprise meetings. It booked the last minute. They were not on your calendar. I mean, Jack, you're in the middle of a TPS report, but then Frank from finance taps you on the shoulder, hey, I got us a room. Great, thanks, Frank. Which leads to the biggest hero stat of all. It's the smallest number, but the most impactful one. The average worker gets just two minutes before they're interrupted. Two minutes.

A white-collar worker in this country can't go two minutes without an email, a message, or a spontaneous meeting. Now, Basties, when we heard that, that stat is the most damaging. But Jack and I have got a solution. So, Jack, can you please BCCS and tell us what's the takeaway for our buddies who are everyone working in America? Your flow state is your gross state. Your flow state is your gross state. Yeti's flow is a scientifically proven 45 to 90 minutes of uninterrupted focus on one task. And it's the most powerful productivity weapon against distractions. Yeah, it's really more than focus. It's when your brain actually feels an ecstasy being ensconced in that one purposeful thing. If you're in the flow, you lose track of time. You do. You feel like you're part of something bigger

and you actually enjoy the work that you're doing. For example, when we're recording this pod, like right now, there are no interruptions, no other people in the room. The studio is locked. Jack and I are in a flow state. We actually call it the dance. When Nick and I are like really in sync with each other, it feels like a dance. A step, B step, A step, B step. So how do you enter a flow state? First, you should timebox your emails. Go through them in the morning. Go through them in the afternoon. That's it.

Don't let your inbox run your life. But then dedicate 45 to 90 minute chunks in the middle of the day for no messages, no meetings, and no emails. You'll notice when you turn off your notifications, there are very few emergencies at work that you need to be distracted from. If someone really needs you, which is rare, they'll come find you or they'll give you a call on your phone. And when you enter that uninterrupted state of flow, your work becomes art. our second story. Amazon is ending those annoying pharmaceutical commercials on TV

that 100% don't apply to you. The personalized ads you see in Instagram they're coming to streaming too. Now yet is, if you've ever watched Madman, then you've seen the importance of a good old fashion whining and dining of clients.

Well, the whole ad industry is pulling a Don Draper right now. In Cannes, they're not being disrupted. We're talking Can Lion Creativity Festival, the dream business trip for everyone in advertising and media. The entire point of the Cannes Festival is to Cabernet and Parte with some loose LinkedIn connections. You know what they say, Jack? Fear nothing, expense everything. Meanwhile, Zuckerberg's new goal is to make ad agencies obsolete. He's disrupting the ad companies that are pardoning up with some Pino over in Cannes.

His goal is to let brands create ads entirely using artificial intelligence. Now, Yeti's full disclosure, Jack and I could not make it to southern France this year. We're recording this podcast right now. But the highlight of the Cannes Festival has got to be Amazon. Totally, Jack, because Amazon is walking away with our Pomdor. Here's what Nick and I realized. Amazon is now an arms dealer in advertising. Yes, it is.

And they're selling the good stuff. Oh, yes, they are. Specifically, Amazon will now help other video streamers target their ads instead of wasting them on everyone. Yeah, here's the news. Amazon partnered in the last week with Disney Plus and Roku. And it's going to give Mickey Mouse Amazon shopper data in order to target you with ads on TV. Because we've all been there. We're watching a show and we get interrupted by a 30-second pharmaceutical commercial targeting like 80-year-olds. This isn't for me. You're like, I don't need thytastrosol. Is that my grandpa in this? Instead, what would we see starting with this new partnership?

With this new partnership, you'll now be watching Andor on Disney Plus, and you'll see an ad for an espresso machine. And why would you see an espresso ad, Jack? Because you're ordering oatmeal coffee creamer every month on Amazon. Vessies, we just have to emphasize how big a deal this is. Like, if you're watching Roku, you would start seeing an ad for a bathing suit. And why is that, Jack? Because you buy pool chlorine every month on Amazon. This is a monumental shift in the entire TV watching industry.

You'll only see ads on streaming TV that will be relevant to you based on what you've shopped for on Amazon. And those ads are so profitable for Amazon, you can lick them like a lollipop. Sorry, sorry, sorry, I said the L word, my bad. I expect our editor to bleep it, actually, so don't worry about it. So, Jack, what's the day going for our buddy is over in advertising? Amazon is not an e-commerce site. It's an invisible arms dealer of mass consumption. Yeties, ask Alexa what Amazon is known for.

And she'll say the everything store, buy anything online. It's wild, but that's not at all what Amazon makes money on anymore. No, it's not. It really makes money powering other companies behind the scenes. Like you probably know about Amazon Web Services, their profit puppy, the cloud computing service that every company with a website uses. But now, advertising is the clear number two. Yes, it is.

They bring in $60 billion of revenue a year in advertising. To sprinkle on more context, that's more than Nike does Uber, or Goldman Sachs brings in in revenue. And now Amazon is invisibly helping brands advertise on Disney Plus Noroku with your shopping data. Sebastian's, you thought Amazon was a $2 trillion e-commerce company, but you know what? It's not.

Amazon is the invisible arms dealer. It's selling digital weapons of mass consumption. Now a quick word from our sponsor. For our third and final story, the newest trend in real estate is surf pools, giant wave machines for big time surfing. The number of wave pools in the world is tripling right now because they borrowed the perfect business model.

And they borrowed it from golf. But Jack, let's talk 2025 World Surfing Championships, baby. These things just kicked off over in Hawaii. I can only get up on the board like once out of every 46 tries, but I'm still watching, man. I'm picturing Surf's Up, the delightful movie Wilder loves right now, about penguins surfing. An instant classic.

Well, the World Surf Championships, involved pinocaladas, pokey, and plenty of half pipes, baby. But guess what? There was a bummer two-day weather delay. Yeah. So you had to wait three days to see the winter catch one wave off of Oahu. Oh, and the next stop on the surf tour, it's... One second, Jack. Abu Dhabi? Are they surfing in the desert? Wait, wait. The next stop on the surf tour is in the middle of the desert in the Middle East? Is this like sand and surf? Abu Dhabi's on the golf, but they don't have waves big enough for surfing. So, Yeties, Jack and I got curious what's going on. And this is... possible because of surf pools. Surf pools. 80 million gallon pools with custom wave machines.

From barrel waves to tube waves. Now, I thought I'd seen a wave pool before, but I haven't. No, because these things create waves 1,000 feet long that last 60 seconds before crashing onto the shore. Six surfers can surf it once right on the same wave spot. And the best part, a new, perfect wave is created every three minutes. You get eight months of surfing in the same wave. one day. Jack, this is Waikiki on demand, baby. It's a wave without the wait. It's basically a surf treadmill. And the business is booming because millennials hate waiting for things. This is the biggest moment in surfing since Patrick Swayze went point break. Giannu! Are there any other surf movies we're going to reference in this episode? I'm all out, Jack. I washed out. But yet he's here is

Jack's in my surprise. The wave pool, it is the antithesis of surf culture right now. The beach boys aren't writing a song about this. No, and yet, the wave pool has been fully accepted by the professional surfer community. Get this. Kelly Slater has embraced wave pools. That's right. The most famous surfer on earth is an early investor in these wave pools. Now, wave pools are expensive, we should point out.

They're $80 million to install. Okay, that huge upfront capital expense is why there are just 35 wave pools in the world right now. So right now, the wave pool's rare. It's like the sphere. You might never see one in your whole life. But Jack, based on the numbers we're seeing, not for long, right, man? Nine new wave pools are being opened this year, and 75 are in development worldwide. Those numbers mean that the wave pools are tripling out of nowhere, man.

Venture capital is flooding planet Earth with fake surfing lakes. Even Adam Newman has invested. But Jack, what is the key number that investors love about the whole wave pool concept? 70% of visitors to these wave pools come back to surf a second time. That's right. You return to the wave pool. You are a repeat rabbit, as we call it. And a lot of families visit wave pools for their vacations. Right, because you go to one location and an expert can surf the waves and a beginner can surf the waves. The ocean doesn't offer that kind of choice.

No, no, no, no, it doesn't. But Jack, I got to pause the pod for a sec. Again, $80 million cost per a pool. That is like a wipeout number right there. Cal bunga situation. You need Cal Bunga. a bunk of cash. Now, Abu Dhabi is building one in the desert because it's a royal kingdom with oil money. But Jack, what about the other 74 wave pools in development right now? They've got a different business model. Yes, they do. So Jack, what's the takeaway for our buddies over in surfing? Never be embarrassed to borrow a business model. Yeties, some wave pools are doing it top golf style.

They're open to the public and paying customers come every once in a while. Yeah, grab a surf, have a Zachary, have a good time. We hope to see you again. But the driver of growth in these wave pools is private resorts centered around the wave pool. Yeah, what's ironically driving all these wave pools is golf courses. Investors are applying the same business model of a golf development to surfing. Yeties, golf courses boomed in America in the last 50 years with golf housing developments. Here was the idea. You pay $20 million for the course by selling 50 homes around the course at $1 million each. same math is making wave pool communities a thing. Look at this one that we found in Mexico. Yeah, in Mexico, it's not just a wave pool, Jack. It's 200 homes at $2.5 million each per a home.

So the developer is getting $500 million in revenue from selling the homes, which more than pays for the $80 million wave pool. Add it all up, besties, and surf pools are the next golf by using the same financial strategy. That's why we say, never be embarrassed to borrow a business model. Jack, could you whip up the takeaways for us to kick off the week? Microsoft data shows that the average worker gets 270 emails and messages per day. Sorry, per infinite workday. You're interrupted every two minutes, but your flow state is your grow state. For our second story, Amazon is partnering with Disney and Roku to target their streaming ads with shopper data.

Amazon's not an e-commerce site. Amazon is now an invisible arms dealer of mass consumption. And our third and final story is the hottest trend in resort real estate. Wave pools, yep. A.k.a. Fake Lakes with man-made waves to surf. Surf pools are the new golf courses, because never, ever, ever be embarrassed to borrow a business model. But yeties, this pod's not over yet. Here's what else you need to know today.

First, remember that story we did last month on Costco gas stations? Gas being Costco's highest selling product? 12% of Costco sales are Kirkland regular unleaded. Well, Jack, the crew over at Costco must have heard our episode because they're now launching their first ever standalone gas station. It's not a Costco store. It's a Costco gas station. And yeah, you gotta be a Costco member. All right, I'm riding with you, Jack. Here we go, baby.

And second, Laboo dolls have gone viral. It's the Beanie Baby for Gen Alpha. They've sold $400 million of them. We also did a story on that. And they just set a record for most exciting. expensive labubu sale ever. Here's the update. A human-sized Labubu doll, four feet tall,

was just sold at a Chinese auction for $170,000. Is this the peak of the bubble? And finally, the best restaurant in America is an Italian spot in Colorado. Frasca Food and Wine in Boulder, Colorado just won the James Beard Award. Yeah, the James Beat Award for Best Restaurant,

which is America's version of the Michelin Star. Although we should point out, New York City won the most James Beard Awards. We're expecting from New York gastro-tourists to hit up Colorado. That place sounds fantastic. Now, time for the best fact yet, which, because it's Monday, means T-boy trivia. Jack, what do we got?

140 years ago, this product was invented by a pharmacist in the South, but it's not medicine. And this pharmacist also prescribed cocaine and opium, but didn't mix them into this product. Hint, this product is still around today. the recipe is still a secret, but we know there are 23 ingredients. All right, besties, this is your moment. Drop the answer in the comments.

What is this viral product? Yeties, you look fantastic today. Jack, you are glowing in that slamming salmon over there. Wonderful way to kick off the week. Thank you, dude. I'm feeling the buzz right now. Like a good, just a buzz. A lot's happening with T-Boy.

The business is flowing. We got the flow. We got the flow. And Jeff and Lauren. whenever you get married, just remember, if it doesn't work out, you always get the free return. 30 days. And you got to pay six bucks if you need your own box. H-Y-H-T-V-O-I. Share the pod, and Jack and I will see you tomorrow. And before we go, a happy birthday to our little boy, Maxi Martel, who celebrated the other weekend, Jack, with a choo-choo-choo-ch-choo going through the Presidio.

He loves chuchot-ch- He wanted Moss Choo-Moss Choo, but don't get that kid magnet-connecting trains. No, no, no, no. They drive him wild in a bad way. And a huge happy birthday to Big Ted. Dad's dad, the legendary OG Yeti. My dad, Ted Kramer, happy birthday, pop. I love you. And Kathy, Beck's in Ormond Beach, Florida. Happy birthday, Kathy, keep on celebrating.

And happy 30th birthday to Diana Lee in Seoul, Korea. And a happy birthday to legendary Yeti, audio, Dave Sondonfeld, turning 65 years old with the best voice in the business down in Austin. And happy birthday to Eddie Al-Maria in Redondo, Beach, California, the new father of twin girls. And Jackie Connor is flying L-A-X to Singapore and then on the way to West Sumatra and then Mentoway. Congratulations. Enjoy the trip and enjoy those T-Boy apps, Jackie. A big shout-out to Vanessa Vlasic and Daniel Lay, who just got engaged and are flying out to Chicago for our live show. Whoa, Vanessa and Daniel can't wait to meet you in

person and we'll see that ring live, baby. And to anyone else who's celebrating something today, make it a T-boy. Celebrate the wins. This is Jack Island Stock of Disney, Roku, and Amazon, and Nick owns stock in Nike.