The Best One Yet - 👓 “Supermodels” — Snap’s $2200 Specs. World Cup’s half-halftime. Oatly’s crazy convention. +Wedding Witches

Episode Date: June 17, 2026

Snapchat launched SPECS, a computer for your face… because fashion is the 1 thing Zuck can’t copy.The World Cup’s “hydration breaks” are a money grab… Electronic Arts wants what FIFA’s having.Oatly’s turnaround recipe is working… Hosting the Davos of Decaf with matcha water fountains.Plus, the newest wedding trend… is hiring a Witch on Etsy to cast a $14 spell on the weather.Grab your Tickets to the IPO Tour: Our In-Person OfferingSan Francisco 9/23: https://www.ticketmaster.com/event/1C0064AFB5F688BDBoston 10/14: https://tickets.citywinery.com/event/tboy-the-ipo-tour-in-person-offering-8cdhupSeattle 11/4 (21+): https://www.axs.com/events/1446394/the-best-one-yet-tickets$OTLY $META $ULNEWSLETTER: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're obsessed with. Listen for free to The Best Idea Yet: https://wondery.com/links/the-best-idea-yet/NEW LISTENERSFill out our 2 minute survey: https://qualtricsxm88y5r986q.qualtrics.com/jfe/form/SV_dp1FDYiJgt6lHy6GET ON THE POD: Submit a shoutout or fact: https://tboypod.com/shoutouts SOCIALS:Instagram: https://www.instagram.com/tboypod TikTok: https://www.tiktok.com/@tboypodYouTube: 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 & Nick Martell. Hosted on Acast. See acast.com/privacy for more information.

This is Nick. This is Jack. It's Wednesday, Saviche Wednesday, June 17th. And today's party's the best one yet. This is a T-boy. The top three pop business news stories you need to know today. Grab that melaton and Jack is getting some beauty rest tonight. And why is that, Jack? First trip without kids since we had kids. And you're flying first time to Italy. There you go, Jack. I know. First time of my life to Italy. I was supposed to go for my honeymoon with Alex. Yeah. That got COVID canceled. We're going to Italy, baby. Just five years later, he's flying out to Amalfi tomorrow night. Jack's got one hour in Positano, by the way. What are you thinking, Jack? Yeah, I have a travel agent.

Everything is planned, except I have one free hour in Positano. I don't know what I'm going to do. So drop your Amalfi recommendations in the comments. Positano specifically. Jackson is Stanley Tucciara. He's going full boardane on that bouffal of mozzarella. Jack, three fantastic stories for today's show. What do we got on the best show in biz?

For our first story, Snapchat launched Spex yesterday. smart glasses that could actually beat Zuck. Because Snapchat specs are inspired by model Miranda Kerr. For our second story, Oatley's stock is down 98%, but it's a candidate for comeback stock of the year. And it's all thanks to Oatley's Barista strategy. And our third

and final story. This World Cup just invented something new. Half, half time. Half time. This World Cup has got a new commercial break, but the winner is the video games. But besties, before we hit that wonderful mix of stories. I mean, what a the stories that send you off to Italy. Love the Mix, Jack. If you're getting married this weekend,

it's not too late to hire a witch. A wedding witch. To protect your wedding investment, pay a witch to bless the weather. Because besties, you can control the caterer. You can control your mother-in-law, but you can't control Mother Nature. Because get this, brides are going on to Etsy to hire four higher witches for good weather spells. Basically, scare away the rain for a few bucks. Simply Venmo, Glinda, Circe, or Hermione. And He'll curse away the clouds for you. I mean, Jack and I jumped in T-Boiced hour. We're looking at Sophia the witch right now.

She calls herself a medium, by the way. What kind of numbers we see in Jack? She's got 4.8 star average rating on Etsy, and she charges only $14 per spell. I guess she can do the spells remotely, which is convenient. It's like a Zoom spell. Let's break down the business model besties,

because the average wedding price is at 34K right now. That's an all-time high. Average wedding anxiety, therefore, is also at an all-time high. So why not drop $28? on a couple of spells this weekend. It's psychological insurance, and it all costs less than a single crude attack. Buy one spell, get one hex, half off. Full disclosure, my in-laws just went to a wedding in Scotland

where the bride bought a wedding spell. And the weather, it was 65 and sunny for those nuptials. In Scotland, besties, there is no scientific evidence that etchy which spells for wedding weather really work. But there is economic evidence that this could be the next profit puppy. Somebody's watching a little too much Winnow's Bay, Nick Jack, what's hideous are three stories

15 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 Jack Nick That's it

Tis 50% That's a fat tip T-boy City on your at list If you know you know Because we're ready to go We can't wait no more So just start the show Start the show

First, a quick word from our sponsor. For our first story, Snap just launched spec. Smart glasses designed to make you look hot. Even though they cost $2,200, these smart glasses could win because they're inspired by a supermodel. Oh, Jack, what's the line about Fetch? I'm sorry, Gretchen, Fetch. It's just not happening, baby. Right. Well, Snap doesn't agree with that philosophy. Because they've been trying to put a camera on your face since,

2016. Back when they dropped the old Spectacles won, the real first consumer smart glasses out there. The original Snapchat smart glasses were $130 bucks. Remember, they sold them out of those random pop-up vending machines. They were kind of cute. They took 10-second videos and synced directly to your Snapchat account and then would disappear. Spectacles version two was slimmer. Version 3 had better tech, but one problem, none of them sold. Yeah, V4, V5. They never even reached us consumers. Oh, man. Add it all up and Snapchat had spent 10 years and $1 billion on smart glasses that nobody wanted to buy. Because the only thing they have to show for this huge initiative is

meta-ray-band glasses. That's right, another OG Snapchat idea that got zucked by Zuck. And yet Snap CEO, Evan Spiegel, who has 51% voting control of this tech company, refuses to give up on glasses. That's right, he recently spun off his hardware division as a separate business to accept outside investors for the first time. because he has a 2020 vision of his goal.

Beat Zuckerberg, the guy who loves to copy him with smart glasses. In fact, this Snapchat founder, his LinkedIn profile says his title is really VP of product at Meta. You see what he did there? He develops every product that Meta eventually launches a copy of. But here's the news, besties. Snap just launched specs. And they didn't call them Spectacle Six because these things are different. No, specs are a, quote, new kind of computer designed for real life built into see-through glasses.

But Jackson, my first impression, when we saw these brand new Snapchat specs, beefy. They look beefy. Not just because there's a computer inside those frames. They look beefy because it was a fashion statement. They're beefy because it's kind of a flex. Like, yeah, we fit a whole computer in here, guys. So these smart glasses have the table stakes. They have cameras on both sides with a light to clearly show when the cameras are recording.

And the lenses double the screens like meta's not yet launched, display glasses. There's a speaker in the arm so you can listen to music, a podcast, or make phone calls with no AirPods needed. Just need your glasses. Nope, as long as you're connected via Bluetooth to your phone. And the long-term vision here is where your eyes are pointed. It's eye direction, because right now the world is focused down, as in you're looking down. Right now, we see you at your screen. But with these augmented reality glasses from Snapchat, the world's vision would look up back to normal with information

overlaid on the lens. As Evan Spiegel put it, a computer on your face that is fully standalone with no puck and no tether attached. No tether, that's a digital dig it. Apple, by the way, whose Apple Vision pros are tethered like a string to a heavy battery that you have to put in your pocket. But the built-in battery has just four hours of life. It's five ounces, so it's light, and the case doubles as a charger. So these specs are a novel piece of tech hardware that could do well. But the price? Yeah, Jack? That could be a problem. Oh, because the price of these snap specs is less aviator. More asked than Martin. $2,200. Yeah. You have to put a $200 down payment when you order it. What is this a car? It's close.

to a vehicle that is to Warby Parker, Jack. Pricing is a signal, Yetis, and Snapchat is signaling that these are not your regular smart glasses. These are a supermodel. A little less Volkswagen, a little more Porsche. So Jack, what's the takeaway for our buddies over at Snap?

These are the first and only smart glasses that pass the ugly test. Yeties, this is what Jack and I find fascinating. Evan Spiegel is married to supermodel Miranda Kerr. And that is a relevant detail here. Because these specs are designed to be a fashion statement. Because the launch website includes black and white photography

of beautiful, famous people like it's the front page of Vogue. The first face you'll see is the model Kia Gerber wearing these specs. Daughter of Cindy Crawford. Then the rock star Jack Harlow, the NBA player Jimmy Butler, Grammy-winning British singer-songwriter Imogen Heap, all wearing specs and looking good. Now besties, let's talk ugly tests. Because when Applevision pros launched, we knew they'd fail because they made you look ridiculous. Meta-ray bands look fine, but the cameras in the corners give the Zuck ick. And yet, Snapchat's new specs have fashion built into them as much as they have technology built into them.

And the words Los Angeles are emblazoned onto the arm, giving it a designer vibe. You see, with Zuckerberg harassing every move snap makes by copying them, Spiegel is doing the one thing Zuck can't. Launching something in good taste. Besties for wearables to win, they must pass the ugly test. So Snap is selling supermodels. For our second story,

Oatley has a turnaround recipe for oat milk and it looks, it tastes like it's working. Because Oatley has created the Davos of drinking and it's filled with macha-flavored water fountains. No joke. Oh, yeah, it is a whip out the whiteboard. Jack and I have been keeping track for you all year of the millennial cringe stocks. Breakout brands that define the 20 teens not live in their best lives anymore. See, BuzzFeed got bought for pennies. Lulu's down 75%.

Casper is no more. Allbirds is now AI and Everlane, Jack Everlane? No, they got Shee End. Yeah, they got Shee End. Yeah, it's a verb now. And you might have to add Oatley to the list. The stock is down 98% since their 2021 IPO. Basties, for a decade, oat milk was the disruptor of de cafe. They made almond milk drinkers look out of touch. Oh, almond milk, you're a carnivore. Oat milk is the first alternative milk that was so in demand that Starbucks charged the

surcharge for it. That'll be a double-digit latte because it's 50 cents extra for the oat. But like play, plant-based meat, plant-based milk fell victim to fads. The consumer pivoted back to the cow. Big carbon footprint and all. But best is, here's what Jack and I find fascinating. O'Lea has got a turnaround plan, and you can actually experience it. It's the Davos of Drinks, an event Oatley hosted last week.

It's called The After Taste, where they invite beverage industry experts to discuss the future of what you drink. This is a concoction convention of the wildest, smartest, and most creative minds in Liquidneck. It's like Disney, but you'll be peen clear by the end of this thing. You see, it's inspired by the Davos Economic Forum over in Switzerland. But instead of inviting Jamie Diamond and MIT economist and the Sultan of Brunei for speaking roles, it's an award-winning Swiss barista, a food scientist, and a macha influencer. How extreme did this event get?

Well, they served coffee with tortilla milk, a new kind of alt milk. They were doing jello shots with oat gel-o, gel-o. And yes, there was a drinking fountain serving macha latte. You sit from that thing for 30 seconds, that's like $47 a value check. Don't worry, it was iced. It wasn't scalding hot. Now, yes, we know what you're thinking. Starbucks does have their investor day. We got to go this year.

But no other company hosts a crazy convention like this. So Otley's chief marketing officer, they're happy about it. But interestingly, so is the CFO, we think. Yes, this event was costly, but this is how Oatley remains a premium brand in the market. Because the creative director, Michael Lee, told the journal that Oetley acts as a beverage consultant. Now, yeah, that's part of its business. With the cafes and the restaurants that it supplies oat milk to. So like, hey, Shake Shack, that coffee milkshake is cool, but Gen Z, they're going to want

to drink it at 9 a.m. That kind of insight is why everyone from Dunkin' Donuts to the Artisanal Cafe in Williamsburg pay a premium price to stick with Oatley instead of using Kirkland oat milk for a lower price. To advise them on the next $18 treat yourself. And with Oatley revenue, up 15% last quarter, and three straight quarters of accelerating revenue growth neck? Jack, it tastes like this turnaround recipe is already working. So Jack, as a three times a day coffee guy, please educate the decaffeinated over here. What's the takeaway for our buddies

over at Oatley? How did Oat Milk get so big so fast with the barista strategy? Yeti's the wildest part of studying Oatley is how they created a new category from scratch. That's hard. So in the early days, Oatley had to explain to the world what oat milk was and why it's better. than the other creamer option. Now, they did the basic stuff, the at-home advertising, spending big on billboards, bus stop ads, and subway spots.

But they also hired 70 of the top baristas from the top cafes in the world. And then they turned them into salespeople and told those barista salespeople to go out there and spread the gospel of the oat milk. Because the best salespeople are the people who understand the sales situation the best. So these oatly former baristas

hit up the five trendiest cafes in a city preach to their baristas about this new thing, called oat milk. And before you know it, all the trendy coffee snobs were sipping oat milk instead of dairy. I mean, Jack, what did they do there? You see what they did there? They influenced the influencers. Exactly. Like a CIA spy campaign to trick the tastemakers. I wouldn't say trick, though, because there's some deviousness in the word trick. Yeah, they were, they were informing the tastemakers for a profit. So, besties, how did an oatmeal get so big, so fast? The secret barista strategy. Now a quick word from our sponsor.

For our third and final story, FIFA's biggest money grab yet is so brazen, Jack and I are calling handball on that thing. Because this World Cup invented half times for each half. But the biggest winner of this move is actually EA Sports. Yet he's last week, Jack and I dropped for you our World Cup pop biz preview. We said that the planets were aligning in this World Cup for an unprecedented FIFA money. grab. Well, update, we got an even bigger money grab, didn't we, Jack? Feefa created two new money-making opportunities at the 22nd and 67th minute of each match. Say hello, besties, to the

mandatory hydration break. You may have seen it already. The ref blows the whistle, and the players have to go to the sidelines to drink water bottles that have huge power-aid logos on them. Now, Jack, pause the pot, I've got to ask, has this ever been a thing at a previous World Cup soccer game before? No. Refs have always had the discretion on very hot days to take a voluntary water break for the players, but this is mandatory, regardless of the weather conditions. Do you see the irony here? Like, it could start raining and they'll call a water break. This is the most Americanization of a global sport ever. We're adding two new half-times into the game. Like, dude, just look straight up, open your mouth and catch the raindrops already.

Now, of course, FIFA is framing this as like, they're being the good guy. They call it a new commitment to player health and well-being. But it is conveniently giving them something very particular, right, Jack? 12 newly-sellable 30-second commercial slots. Today's hydration break is brought to you by pretzel. These pretzels are making me thirsty. This is hilarious timing, because what's happening in the real-world World Cup is happening in the virtual world World Cup as well.

Get this, Yeti's, Electronic Arts, the famous video game brand just said, I'll have what FIFA's having. Because ads are coming into video game stadiums. That's right. They're launching EA advertising. It's in the game. Literally, it is in the game at this point. They want to let brands get in the game to advertise in this fake game.

You see, like Qatar Airways, they're already the sponsor of real life soccer. Why not sponsor you? Why can't they be the sponsor of the video game soccer that you're playing on your screen right now? The Marathon Sesh till 3 a.m. Electronic Art says they're going to give brands access to highly engage sports audiences at scale. Jack, could you whip up a translation for us, please? When the fan throws their PS5 controller at the screen, there's going to be a Visa ad on that screen. So these ads, they'll be inserted directly into the gameplay through dynamic real-time placements.

Like stadium signage, in-game content. You know, like you'll be in the middle of your penalty kick when a fake video game announcer is suddenly going to mention his craving for cocoa buffs. That could be it. No, I actually think this could be okay because I used to play video games. And the NFL stadiums in Madden, they look strangely off without ads. Like, they look too much like a... virtual world. Like you're playing a home game for the 49ers and the stadium just has

49ers logos everywhere. It would really bring the video game to life if you saw a diverse corporate branding across the entire thing. And instead of it being fake ads, why not have them be real ads? We just got to hope these virtual stadiums don't get flooded with some trashy gaming ads, Jack. The press release did name drop

Visa, Red Bull, Lowe's, Peacock, and Mountain Dew as the launching sponsors. But we don't need a video game ad for thy castor saw on the screen. Speak for yourself, Nick. But besties ad, all up, and if EA sports stock was still publicly traded, we think it would rise because of our takeaway.

So, Jack, time for our halfway through the podcast, time out, and and we're back. What's the takeaway for our buddies over at the World Cup? Where there are eyes, there will be ads. Now, Basties, in announcing this new advertising business, electronic

arts shocked and odd with a huge video game humble brag. They calculated that Madden players playing their Madden video game, play the equivalent of 23,000 entire NFL seasons each year in their video game. And on their soccer video game, players compete more than a billion virtual matches every month in the EA sports video games. And if all the stadiums in all of those games could have ads?

Yeah, Jack? That is enormous inventory for future ad placements. So, Basties, those stadium walls in the video game you're playing? They're soon going to have a Bud Light logo right there. And the sneakers that the players are playing in, they're soon going to be. branded. Because where there are eyeballs, there are ads. Jack, and you'll whip up the takeaways for us for Saviche Wednesday. Snap launched specs yesterday, a computer on your face that replaces your phone for the price of a small car. They're the first smart glasses that pass the ugly test.

Our second story was Oatley. They're keeping their brand premium by hosting the Davos of drinks. But what got oat milk on the map in the first place? It was Oatley's secret barista strategy. And our third and final story, EA Sports is going to start doing what feels. FIFA's doing, commercializing every square inch of that arena with ads. Because besties, where there are eyeballs, there will be ads. But besties, this pod's not over yet. Here's what else you need to know today. First, if you ever said that you wanted to buy Pizza Hut, you're too late.

Someone just bought it, as in The Company. Yum Brands, the publicly trading company that owns Taco Bell, Kentucky Fried Chicken, and Pizza Hut, or Can Taco Hut, just sold one of the brands, Pizza Hut, to a private equity firm for $2.7 billion. P.E's buying Pizza Hut, so expect that crust to get a little less stuffed as they cut costs like a meat slicer. Second, we got an update on the Texas Tech gambling quarterback we covered last week. Rendon Sorosby's putting down the textbooks and officially declared for the NFL draft. Reminder, he gambled $90,000 his freshman year, including on his own sports games. Pete Rose was banned from baseball for life for gambling.

Sorosby was set to play this season after a shocking ruling from a Texas judge. So his declaring for the NFL draft, it ends a major controversy for the NCAA. And finally, Airbnb hosts are claiming that a guest caused $12,000 in damages in a hilarious way. More specifically, the guest ran a startup AI robot company, and that robot caused all those damages. Now, of course, this happened in San Francisco where the bot companies alleged six-foot robot apparently damaged chairs, tables, and walls while trying to learn how to become a robot housekeeper. Now, time for the best fact yet. This one sent in by Tomas, a lefty living in New York City.

Jack, what do we got? Okay, according to the Nature Communications Journal, a majority of human beings prefer to turn left. And science has no idea why. One study found that given the choice to turn left or right, 80% of human beings chose to turn left. Another one using kindergartners at a Japanese school found that 75% of them choose to turn left, not right.

It doesn't matter the culture, the country, most of us turn left if given the arbitrary choice to turn left or right. doesn't even matter a majority of us are righties. We all tend to turn left, it looks like. We apparently have a natural bias for moving in a counterclockwise direction. No hypothesis yet as to why, but the next study will hopefully tell us why we all go, Lefty Lucy. Yates, you look fantastic for Sivice Wednesday. Jack, you are glowing over there. Should we, oh, you know what I'm going to do? I'm going to book you a wedding witch to cast a spell on the weather so your flight gets out to Italy. Is that okay? That's a great idea. Dude, if my flight gets canceled,

That'd be a disaster. No, no, no, $14 for a spell, so you get to Italy? I mean, that's a write-off. It's on the business. I remember, Yetis, I have one open hour. My whole itinerary, it's in Positano before dinner. So if you know, like, the perfect lemon cello spot, send it my way. A little pinino in Positano, if you know, you know.

But drop it in the comments, and Jack and I, we'll see you for tomorrow's pot. And before we go, a happy birthday to legendary Yeti Naga, Guioti, Bellercar. Data crushing as she turns 37 in Chatton, New Jersey. And happy 37th birthday to his birthday to his birthday. Zeus-Helande in Munich, Germany. And Aaron Tabor, happy birthday down in Melbourne Beach, Florida. Have the best one yet. Happy 18th birthday to Claire Pitts-Dick in Austin, Texas.

And Joaquin Baez over in Weston, Florida, celebrating the birthday. And Carol with a K is celebrating a birthday and a big promotion in Brooklyn, New York. And to anyone else who's celebrating something today, make it a T-Boy. Celebrate the wins. This is Jack, Nickel in Stock of Airbnb and Lulu Lemon.