The Best One Yet
💆 “Massage-bnb” — Airbnb’s everything app. eToro’s Kardashian trade. Boeing’s Trade War Win. + Surprise Guest Jeff Raider.
Thu, 15 May 2025
TBOY Live Tickets to Chicago on sale NOW: https://www.axs.com/events/949346/the-best-one-yet-podcast-ticketsAirbnb just fulfilled the destiny we predicted 4 years ago… The Airbnb Everything App.eToro surged 40% on its IPO day… because it turns Influencers into Traders.Boeing just got its biggest airplane order ever… because the Middle East is like the NBA draft.Plus, the fastest growing sector of the pet industry is… lizards, frogs, and snakes.$ABNB $TORO $BAWant more business storytelling from us? Check out the latest episode of our new weekly deepdive show: The untold origin story of… Google Maps 🌎Subscribe to The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinks to listen.About 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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Chapter 1: What is the Airbnb Everything App?
But Jack, three stories for today's T-Boy Fantastic Show. What do we got on the pod? For our first story, Airbnb has finally become an everything app. Because you can now Airbnb not just a house, you can Airbnb your hairstylist, a HIIT workout, or even a hibachi shift. For our second story, Boeing just received its biggest order ever. Qatar Airways is buying 210 Boeing jets.
One way to think about the current Middle East dealapalooza, this is like the NBA draft. And our third and final story is eToro. It's the first big IPO of the year, and the stock surged 40% yesterday. Because Kim Kardashian could be a stock trading influencer. But yetis, before we hit that wonderful mix of stories. Whoa, what a kickoff to the show. Love the mix today, Jack.
When it comes to pets, puppies get all the attention in this economy. Puppy. P-U-P-P-Y. People ultimately prioritize puppies. Yeah. Yeah, they do. But there's one pandemic pet whose sales are still surging. Here's a hint. It's green, it's cold, and it will take care of the fruit flies in your kitchen. Lizards. Yeah, lizards.
But yet it is during the pandemic, Americans began to appreciate the exotic power of these little dinosaurs. And since COVID-19. Sales have accelerated for reptiles like a gecko's tongue. Why? Basically TikTok and Instagram. Geckos owned the algorithm for some reason. The result today, 4 million American households own a reptile or an amphibian. That is an all-time high.
That's more than one out of every 100 U.S. households. has a reptile inside. According to Bloomberg Yeti's, food and supplies only for reptiles and amphibians are up 60% since 2019. That's faster growth than for cats, and your cat hates you. But what's the wildest part about this trend, Jack? The biggest reptile trend is luxury reptiles. That's right.
One man in Colorado breeds geckos for special looking features like stripes and bright colors. People are paying 50 grand for a designer gecko from this guy. That toad cost more than a Birkin bag. So yetis, remember this takeaway. Jack, what's our takeaway about reptiles? Nothing scales.
like scales jack let's hit our 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 i don't even think they need to practice 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
First, a quick word from our sponsor. For our first story, Airbnb launched a complete app redesign. Get ready for massages, hairstylists, and hibachi chefs. But here's the big question. Is Airbnb becoming the everything app or is it having a midlife crisis? Yeti is Brian Chesky, the CEO of Airbnb. He got more press on Tuesday than any non-scandal CEO in history.
He did a product unveil in Los Angeles. The Wall Street Journal Magazine did an article on him. Wired Magazine did a deep dive on him. And he went to CNBC for a live interview. One sec, Jack. I think Brian Chesky just became the new permanent co-host of The View with Whoopi Goldberg. And why is he so active this week? Well...
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Chapter 2: How is Boeing benefiting from the trade war?
So, you know, every new year, we do a predictions pod where we wish for three big business stories to happen. On January 4th, 2021, we wished that Airbnb would expand from houses to everything. Well, Brian Chesky literally just said that you can now Airbnb every service, whether you're traveling or not. They're not a travel company.
We're surprised it took them so long to expand beyond travel and apply the Airbnb app to other stuff. I mean, Jack, now they are in a race with Uber to be the one everything app. And like how many everything apps are you really going to have on your phone? It's Airbnb versus Uber and their headquarters are right next to each other in San Francisco. So here's the value unlock.
Airbnb built the tech to legally and safely let someone use your home. Now they're letting someone legally and safely use your services. Officially, Airbnb added services to compete with hotels. Unofficially, it just became an everything app. Our 2021 wish has come true. For our second story, Boeing just got its biggest order ever. Cotter Airways is buying $96 billion worth of Boeing's big jets.
But what this Boeing Middle East deal really reminds us of is the NBA draft. Yetis, earlier this week, we told you about Trump's Middle East grand tour. His goal was to announce $1 trillion worth of deals during this trip. One day, Wes Anderson is going to turn this whole thing into a movie. Because on Wednesday, President Trump said that Qatar was buying $200 billion worth of Boeing airplanes.
That number wasn't correct, actually. The White House clarified later that Qatar Airways is buying $96 billion. for 210 Boeing jets. And you know what? Boeing CEO just confirmed it on the ground in the Middle East. He said that this is the biggest order the U.S.
jet maker has ever done, which is a massive breath of life into a struggling Boeing brand who is, you know, still trying to move past the whole door flying off the airplane thing. Side note. Cutter's widely reported plans to gift President Trump a 747 as Air Force One, that still has not finalized. But in the meantime, if it ain't Boeing, Cutter Airways ain't going.
Now, Nick, to describe Boeing's last two months as turbulent would be a bit of an understatement. Because Boeing started off as the biggest trade war loser, but is now the biggest trade war winner. This is one of the wildest stock turnarounds we've ever seen. Yetis, the biggest buyer of Boeing airplanes in the last 20 years. Jack, who was it? China. China.
And as the trade war was heating up, China punished Boeing. Yeah, China actually banned their local national airlines from buying Boeing planes. But now, as countries are trying to make deals with the president... Their top gift is to buy Boeings. Yeah, it's not watches. Like, it's not a Rolex. It's buying Boeing airplanes.
In consecutive weeks, the United Kingdom and Qatar have announced flashy and political giant orders of Boeing jets. And you know why? Well, because the biggest way to buy American is literally buying a Boeing. A Boeing aircraft is the most expensive product the United States sells. If you want to swing the trade deficit one way or the other, buy a Boeing aircraft from America.
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Chapter 3: What makes eToro a unique investment platform?
Chapter 4: Why are reptiles becoming popular pets?
like scales jack let's hit our 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 i don't even think they need to practice 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
First, a quick word from our sponsor. For our first story, Airbnb launched a complete app redesign. Get ready for massages, hairstylists, and hibachi chefs. But here's the big question. Is Airbnb becoming the everything app or is it having a midlife crisis? Yeti is Brian Chesky, the CEO of Airbnb. He got more press on Tuesday than any non-scandal CEO in history.
He did a product unveil in Los Angeles. The Wall Street Journal Magazine did an article on him. Wired Magazine did a deep dive on him. And he went to CNBC for a live interview. One sec, Jack. I think Brian Chesky just became the new permanent co-host of The View with Whoopi Goldberg. And why is he so active this week? Well...
Airbnb is tripling its ambitions, so the CEO is out there telling everybody about it. Here's the news, yetis. From booking a place to stay, Airbnb is now a platform to book everything. And the stock is up 10% this week on that ambitious news. Now, here's what Jack and I found fascinating about this story. The new challenge facing Airbnb... is actually the old challenge facing Airbnb. Hotels.
Yeah, it's hotels. Because in this economy, hotels have been on the upswing. In fact, in the latest earnings report from Airbnb, we noticed they mentioned hotels a record 35 times. For every one booking of an Airbnb, nine hotels get booked. And why is there all this new tension with hotels, Jack? With high travel prices, travelers want to feel pampered while they're on their vacation.
They want the services that a hotel offers. So Airbnb's goal with this total app makeover, neutralize hotels advantage by pampering you with services. Starting right now in 260 different cities, you can book from 10 different categories of services that are commonly only offered by hotels. Yeah, like we're talking room service, massage, spa treatments, private workouts.
They come to your Airbnb or you go to their studio. You can book Pilates now through Airbnb. You could have a hibachi chef set up his cooking station in your Airbnb's backyard and flip shrimp to all your guests right into their mouths. But we should point out yet is to be a Benihana chef on Airbnb, you actually have to apply now to be one of their service providers.
Airbnb is going to vet all these service providers to make sure they're legit. And here's what we think is the interesting key to this whole situation. You don't have to be traveling to book these services on Airbnb. You could book that Benihana chef to come to your own apartment to cook while you're not traveling.
So what we are saying here, Jack, if you add all this up, is that by offering these services, Airbnb is no longer just a travel app, right? They're kind of an app for everything. So Jack, what's the takeaway for our buddies over at Airbnb? Our 2021 business wish is finally coming true. Now, Yetis, you've been with us for a while.
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Chapter 5: What is the significance of social media in investing today?
Chapter 6: What lessons can we learn from luxury reptiles?
They come to your Airbnb or you go to their studio. You can book Pilates now through Airbnb. You could have a hibachi chef set up his cooking station in your Airbnb's backyard and flip shrimp to all your guests right into their mouths. But we should point out yet is to be a Benihana chef on Airbnb, you actually have to apply now to be one of their service providers.
Airbnb is going to vet all these service providers to make sure they're legit. And here's what we think is the interesting key to this whole situation. You don't have to be traveling to book these services on Airbnb. You could book that Benihana chef to come to your own apartment to cook while you're not traveling.
So what we are saying here, Jack, if you add all this up, is that by offering these services, Airbnb is no longer just a travel app, right? They're kind of an app for everything. So Jack, what's the takeaway for our buddies over at Airbnb? Our 2021 business wish is finally coming true. Now, Yetis, you've been with us for a while.
So, you know, every new year, we do a predictions pod where we wish for three big business stories to happen. On January 4th, 2021, we wished that Airbnb would expand from houses to everything. Well, Brian Chesky literally just said that you can now Airbnb every service, whether you're traveling or not. They're not a travel company.
We're surprised it took them so long to expand beyond travel and apply the Airbnb app to other stuff. I mean, Jack, now they are in a race with Uber to be the one everything app. And like how many everything apps are you really going to have on your phone? It's Airbnb versus Uber and their headquarters are right next to each other in San Francisco. So here's the value unlock.
Airbnb built the tech to legally and safely let someone use your home. Now they're letting someone legally and safely use your services. Officially, Airbnb added services to compete with hotels. Unofficially, it just became an everything app. Our 2021 wish has come true. For our second story, Boeing just got its biggest order ever. Cotter Airways is buying $96 billion worth of Boeing's big jets.
But what this Boeing Middle East deal really reminds us of is the NBA draft. Yetis, earlier this week, we told you about Trump's Middle East grand tour. His goal was to announce $1 trillion worth of deals during this trip. One day, Wes Anderson is going to turn this whole thing into a movie. Because on Wednesday, President Trump said that Qatar was buying $200 billion worth of Boeing airplanes.
That number wasn't correct, actually. The White House clarified later that Qatar Airways is buying $96 billion. for 210 Boeing jets. And you know what? Boeing CEO just confirmed it on the ground in the Middle East. He said that this is the biggest order the U.S.
jet maker has ever done, which is a massive breath of life into a struggling Boeing brand who is, you know, still trying to move past the whole door flying off the airplane thing. Side note. Cutter's widely reported plans to gift President Trump a 747 as Air Force One, that still has not finalized. But in the meantime, if it ain't Boeing, Cutter Airways ain't going.
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Chapter 7: How do geopolitical factors influence Boeing's sales?
And automatically buy and sell when that influencer buys and sells. And from our research, it looks like 55% of eToro users are using these social media stock trading features. Some of them to copy the trades of an influencer. And what's the wildest part about this, Jack? The influencers whose trades get copied by customers on the platform earn a percentage of funds from those who are copying him.
It's like a commission. So like if Jack and I could share our portfolios on eToro, we would get paid if you bought stock like Peloton, like we did, even though you'll lose money on it. Because you copied our Peloton trade. Now, the interesting opportunity here Jack and I mentioned is that these aren't famous investors who are the stock trading influencers.
We looked at the top followed influencer on the eToro app. We'd never heard of him. but they do have one and a half million followers on the app. So what Jack and I think the real opportunity here is like, what if Kim Kardashian shared her portfolio on eToro? You could get in on the ETFs that Kim is obsessed with. Or Mr. Beast. He runs a billion dollar media business right now, right?
Does he own shares of McDonald's in his 401k? Because if he does, I want shares of McDonald's in my 401k. We'd follow that. Jack, what is the takeaway for our buddies over at eToro? Insider trading is actually legal if you know where to look. Now, Yetis, there's actually a way to find out how the insider's leading top companies invest their money. In fact, it's legally required that CEOs disclose
when they invest in their own companies. For example, when JP Morgan's CEO, Jamie Dimon, sells stock in JP Morgan, he must disclose it publicly in advance, Jamie. When Mary Barra buys stock in GM, she must disclose that in advance publicly. Jack and I follow this because insider's actions can reveal the direction of the entire company.
If all the executives at a company are selling, that's not a good sign about the company. No, no, no, no. If all the executives are buying, that's a good sign about the company. Cha-ching, cha-ching, cha-ching. And reminder, by the way, insider trading with your friend who works at the company and has material non-public information. That's illegal. Totally unfair. We're not supporters of it.
But few realize that executives must publicly share their trades, and that makes them the ultimate influencers. Fun fact, I follow insider trades on finviz.com. There you go. So trading legally like the insiders is one of the best kept secrets in finance. Jack, could you whip up the takeaways for us for the new Friday?
Airbnb is adding hotel-like services to the app, but there's no limit to the services that could be offered. Which means Airbnb has gone from travel app to the everything app, like we called three years ago. For our second story, Boeing just got its biggest order ever from Qatar Airways. 210 planes for $96 billion. Trump's deal-making with Middle East countries?
It's kind of like the signing of geopolitical free agents. And our third and final story. eToro went public on Wednesday. The $5 billion company has an option to copy trades of influencers. But the real influencer investing? Follow CEO's insider trading because it's publicly available information. And it's legal. But yetis, this pod's not over yet. Here's what else you need to know today.
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