We got to kick it off with this video from NASA Administrator and more import...
TV guest Jared Isaacman.
He says tomorrow we launch at sunset tonight Artemis to wait on the pad ready to carry
astronauts potentially farther than any humans have traveled in more than half a century than next era of exploration. We have the countdown here right next to us. So it is about four hours and twenty something minutes until the launch starts. You know, they might delay a few minutes, who knows them at scratch entirely but if things
go to plan the official NASA stream it's up now but stay with us and then once we wrap in about three hours head over there and watch NASA take you through the final stage of the Artemis to launch. But let's play NASA Administrator Jared Isaacman's video because it's very exciting. This is what I live for as a young child and what I live for to today.
You know, a lot of people have been going back for SpaceX versus SLS.
“I think it's more rockets, the better, more space launch capacity, the better.”
I want 10 of these companies and with them all to be successful. Apple structure us says you can hate SLS for being obsolete massively late and over budget
I certainly do but you got to concede it looks incredible and I couldn't agree more.
Importantly, some people are joking around saying the space shuttle is launching today. They're not using the space shuttle because they're going farther than they normally go with the space shuttle and the space shuttle is decommissioned. So the astronauts will be in a hot hot on top of capsule mode exactly. But Artemis is a moon dog.
That's a good wild dog. That's a really good wild boombos or the new bed of we'll be breaking it down. You don't even need to Lorraine it. You don't. It's just plainly.
Yeah. Lorraine is more blind. Yeah.
“Remember that Apollo did not result in durable progress in space at Mark to literal”
high point from one half a century, the cost of space access remained prohibitively high until we had a rebirth of space entrepreneurship. Thank you for showing away SpaceX Apollo was history's greatest tech demo at the moon landing. This is inspiring.
It shows the triumph of ingenuity, science and reason but also Apollo led to half a century of stasis and regression. Yeah, complacent. It was fundamentally an economic contributed to creation of cost and sensitive of a cost and sensitive space agency and supply base all more concerned with perpetuating their own
existence, more concerned with make work jobs than accelerated human progress. Now we're going back to the mood essentially the same way we did in 1969 again on economically again with central planning a disposable rocket no answer to how we create a self-sustaining lunar economy. Again, we're taking communists approaches in competition with the communists.
Communists didn't work for the Russians and it won't work for America. Either the sooner we can get done with his moon doggle, the better. But there's also reason to be optimistic this time around there's a nascent commercially lead vision for the moon. Lunar hotels, mass drivers, data centers, and space, helium-3.
The commercial programs that gave SpaceX an earliest cyst show a different and better path forward. This is where the better future lies and this is where America should be focused. America should take the moon and we should take it the same way we took the American West.
Let's encourage and protect lunar value creation. How about a homestead act for the moon?
Most important, let's stop dumping money, and more importantly, the time of our engineers
and scientists on glory project that will never lead to a better future. It is indeed time for another space race. Last time we fought communism with communism this time, let's remember what made America great this time, let's fight communism with capitalism.
“There's some good points in here, I think the flip side of this is that we are in a wildly”
different position than 1969 in terms of the maturity of this lunar economy, the space ecosystem we have SpaceX filed for IPO today, you're looking at a trillion dollar company. It will instantly be one of the largest companies in the world that already is, but in the public markets when it goes out, and so you have a lot of companies and startups and venture capitalists that are fully ready to commercialize any findings that come out of this and
see this as an inspirational moment, and overall it just feels like 1969 the capital markets, the entrepreneurship, the capitalism was not quite ready for, okay, let's take this to the next step, let's privatize this, let's build businesses around this, it was much more of a science experiment that went off into its corner, and then was not immediately capitalized on, but I think this time could be different at the same time, I do understand what you
say, Ryan and Hunter over pirate wires shared this mission in pirate wires today, and they
Shared a quote from Jared last week saying, this time he said the goal is not...
footprints, this time the goal is to stay, America will never again give up the moon, so
“generally aligned with what Blake's saying. Tyler, what's your take on this?”
Yeah, I think Blake is kind of underestimating the value of just like vibes, people have been like pretty black pill on the moon, totally, I think basically since everything kind of stopped. So if you're going to just have like a white pill that means like, sure, maybe it's not a good idea to continually launch these to the moon, they're not economical, but if you
can just get one and say like, yeah, we actually, we can't still do this, it's also, I mean, it's over budget, but as a percentage of GDP, it has to be a fraction of what we spent in 1969, so on a relative basis, it's a, it's a maybe a better investment, yeah, I do think that there's something that's just inspiring about being able to do something like this and prove that we still got it.
I also like from Hunter and Ryan's post, you know, they're dropping the article, it's just moon, right? It's not the moon. Yes, yes, yes, yes, yes, we only got one, so we can just say moon, it has its own name. You don't say the California, the Texas, the Florida, you just say moon, you say Texas, Florida.
“Let's watch this video of Neil Armstrong injecting just seconds before his lunar trailing”
training vehicle crashed. Space cabway. Space cabway true heroism here, this is such a crazy video, I had no idea this happened. Good music, too. Was this interstellar?
Yeah? Oh yeah. Like, how did he know, he was not going to go, oh, it's tipping, okay, I would definitely know. That would be very obvious that you would want to get out of there at that point.
Wow, and he gets out of the parachute. I wonder how much of that was like planned to be, okay, we're testing the ejector seat, or he just knew, okay, I got a, it was called nickname flying bedstead for good reason. It looked like a bed frame and it flew like one, too.
Yeah, flying that on earth, it's not exactly the most aerodynamic, aerodynamic vehicle.
“But Colchias market on when will Artemis to launch?”
It is soaring, we are now at 89% before April 2nd. So 89% chance it launches today, basically 92% chance that it launches before April 4th. So Jamie Diamond's been on an absolute tear. He is hiring people, he's restating his vision for America, there's an article in the
Wall Street Journal here. He has a plan for JP Morgan to rescue the American dream. That's a very exciting, exciting idea. Let's run through Jamie Diamond's plan for America, he's running, I think he should. Jamie Diamond thinks the American dream is on life support and he is planning from JP Morgan
Chase to step in. The nation's largest bank announced the American dream initiative on Tuesday, a commitment from JP Morgan to support small businesses, home ownership, access to health care and other
economic priorities that Diamond believes are crucial for the well-being of Americans.
The bank already finances all the above and says it's ready to put more resources into the effort. Diamond, 70 years old in CEO of JP Morgan since 2006, has long worried about the future of the American economy and wealth inequality. More recently, he has warned that the country is sleepwalking into economic stasis, thanks
to bad policies and rules that make it hard to invest in new ventures and run companies. I am deeply frustrated by our own policies in America, he said last week at the Hill in Valley Forum. We've become like Europe, we're unable to move and change. That's strong words.
JP Morgan hasn't been slow, bringing in more profit than any bank in the U.S. history in U.S. history, but it reaches across Main Street in Wall Street and does better when the whole economy is chugging along. Diamond has a habit of making commitments, it's a big commitment and having that on. Diamond has a habit of making big commitments in tune with the zeitgeist.
JP Morgan announced a $1.5 trillion investment platform focused on national security and supply
change last year, just as the federal government started to invest in critical suppliers, it
made a $30 billion racial equity commitment after the murder of George Floyd and a $2.5 trillion dollar climate change plan in 2021. Now, the bank is committing to adding 3 million new small business customers on top of 7 million today that want to get to 10. It wants to lend them up to 80 billion over the next 10 years through loans and support
for community-oriented banks and investment funds, the bank reported 33 billion of loans to small businesses and other customers at the end of 2025. So they want to expand significantly, it's just a 30% bump in total number of small businesses, but they want to, basically, triple the amount of the loan book broadly. The American Dream means you can buy a home, start a business, you can build wealth and
you can afford health care for your family, JP Morgan's head of corporate responsibility, Tim Berry, setting it in a view. We want to bring our capabilities and make that more real to families and customers. They're helping the new American Dream Initiative and acknowledge that a lot of it isn't really new.
JP Morgan has been looking to grow deeper roots in the cities and towns where it does business, rolling out specialty branches focused on community education for years.
It has invested big in cities where it has found business-friendly leadership...
and San Francisco, the initiative and ambitious goals are supposed to jump-start JP Morgan
“bankers and employees to do more when we think about the impact that we've had locally”
in a place like Detroit, we know that success can be replicated in other places so they are opening up the pocketbook to spur small business, very exciting. Another JP and Jamie Diamond news, he just hired a recently hired Warren Buffett's Prodigy. There's a profile in Behrans by Andy Sourer, Sirwer. JP Morgan Chase CEO Jamie Diamond doesn't usually make high-profile outside hires for his senior
executive team, preferring instead the homegrown variety, that makes Todd Combs, formerly a top investment manager, Richard Hathaway, poached and brought in to head
up JP Morgan Chase's new $10 billion strategic investment group, an exception, except that
homes is hardly a bolt from the blue, I like that, that's a good turn of phrase. Having served on JP Morgan's boards, that's 2016, okay, so he's a board, but board member. So he clearly knows everyone already. He says, "I know the company well, Combs tells Behrans and his first interview as a bank employee.
I know everyone from Jamie to the operating committee and the next layer of management. I'm well aware of the balance sheet, the access capital, and how Jamie and the team think and operate.
“Like the banks, other top executives, Combs, who's been CEO of Berkshire Gaico insurance”
unit, is still settling into his new office on the 47th floor of JP Morgan's new Manhattan headquarters. I hope you don't mind, the warm office says Combs, a tennis playing florida native. I don't like the cold," he says. Combs mapped out his new gig, which began in January on a two column chart, he sketched
on a note pad, interesting, he's old school, old school, he's not, he's not creating a second brain, he's just ripping it on a note pad. On the left are five rows of industries such as defense, supply chain, reindustrialization, on the right are their future manifestations such as defense tech, U.S. semiconductors, respectively. The plan is to invest in everything our country has outsourced and abdicated over recent
decades. We want to invest in places where the puck is going so that America can control its own future, that means deploying the group's 10 billion into middle market and large companies in U.S. defense, aerospace, health care, and energy sectors to help them grow. Recent investments include mining company perpetual resources and defense tech start-up
shield AI. Combs who reports the diamond will also act as a special advisor to the CEO. Combs endeavor is part of the security and resiliency initiative, JP Morgan announced in October in which the bank will commit to facilitating 1.5 trillion in investments for companies
deemed critical to the national economic security and resiliency.
We want to be a good partner to the government regardless of who's in charge. It's the GOP now. It can be someone else in the future where trying to let capitalism send the right signal. We'll look at every opportunity on its own merit. We want an impact and a return.
Highly regarded as an investor, Combs is a boyish looking 55. He helped return GICO, which was burdened with outdated technology and bloated cost to profitability. Workshare, watchers, thought he might play a role in the company's post-war in Buffet Era, either overseeing its multi-billion dollar investment portfolio, or its massive insurance operations, or he could have been up for other high-profile jobs.
But why this one? It's a unique opportunity with both Jamie and the institution and the mission of the job. Combs says, "This is critical to the future of the country.
“You want to find things in life that are big and important that are worth doing and doable."”
Combs has an anti-bucket list for his new role. I had about 10 or 12 things that I didn't want. The anti-bucket list is sort of underrated.
Your anti-bucket list is just never-go-sky-diving.
I don't want that to happen. Never buy a Supercar list. Never buy a Supercar list at 30 countries. Become Supercar list doesn't think. No one's talking about Snapchat.
It's playing. I ran it. What's going on? Capital. Now with a well-executed activist campaign.
Does feel like there's a big opportunity with AI, better targeting. I'm receptive to this pitch, but I want to hear it from a Renek. I know that this is an activist, an activist shareholder. This could be very confrontational. Yes.
They come out with a website. SaveSnapNow.com. You land on the website. They hit you with snap back to reality. Yep.
So taking a fun approach here. They say Snap has a potential to be a great company and a double AI winner through meaningfully improved operating efficiency and monetization. I run it because I line six steps to 7x snap share price to $26 per share. They put together a presentation as well as a letter all kind of read through some of the
highlights. They say it snaps crucible moment. AI creates a dual-pronged opportunity for significant cost cuts and accelerated product
Development.
To cost improvements, monetization, governance, on the cost side, they want to spin or shut down specs. I'm sure Evan is. This spin is seemingly in the works. There were some leaks over the last six months and around that.
So I would expect that to happen. They want to rationalize costs. AI can't in should replace many existing roles. Now remember the constant criticism of Snap has been the stock base comp if you actually look at it, from the rough math we were doing every 10 years, they're basically giving
the entire company to the team and investors, long-term investors, have been very frustrated by that.
It always has been weird because I understand that back in the day when they were competing
directly with Twitter and meta and Instagram and Reddit and all these different upstart high growth social networking companies. I believe the talent war thesis makes sense that they would have to probably pay top dollar.
“But you have to imagine that as the business has stabilized, there are people that would”
come into the organization that would be happy to just have a salary and just do the work because it's better than working at another company. It's not necessarily like the AI talent war or the social media talent war that I'm sure happened that 10 years ago, it's a different time so maybe different structure. Your Snap now is recommending a thousand-person riff to get fit and competitive into
empower your highest performers if you're Evan reading Empower your highest performers,
you're probably thinking like, "Oh, geez, I never thought of it, but again."
They do have 5,261 employees as a late 2025, so this will represent roughly a 20% riff, not block level cuts, but more in line with what we're seeing at Oracle, meta, some other tech companies that are going through transformation. On monetization, the recommendation is to improve monetization, which I think is a good idea for any business.
But they say AI will massively accelerate product development and enhance advertising monetization tools, again, everyone, by this point should be well aware that meta has done a fantastic job in leveraging AI ML to just make a better and better and better as product. And they say product-led improvements across users, advertisers, and subscriptions to break out of SNAPS monetization ceiling.
Then they say deploy AI properly, monetize SNAPs from proprietary AI data sets, and then concentrate AI partnerships on clear winners like Gemini, OpenAI, and Anthropic, again, SNAP partnered with perplexity. It seemed like SNAP got a fantastic deal out of that.
“It was something like a $400 million deal, if I remember correctly.”
Some of it was stock and perplexity, but there was a huge cash component, and unclear if the other companies mentioned Gemini OpenAI or Anthropic would have been able to match that how aggressive perplexity was getting into its possible SNAPs logic was, hey, we can do this deal with perplexity, and then it's native in our app. It's easy enough to swap it out at a later date, like basically take the cash while we can
get it. Now this post from Sean Ferring, that's something what relates to, he's talking about one of our sponsors, Apple 11, which I will tell you about in a second, but he said, in less than 12 months, I've spent 2,800, 800,000, 800 and 72,000 of my own money, profitably on Apple 11.
I don't own the stock, I don't trade the stock. This is the net amount, left my bank account, and he shares a couple other points, and
he says, he's spending 17,000, so 2.8 million on Apple 11, clearly like a scalable, large
platform.
“And 17,000 on Pinterest, 266,000 on Reddit, you have to imagine that meta ads are up there,”
but the question is, for a lot of advertisers, SNAP has not become this, like, oh, sure, maybe you don't get, maybe it's not going to be your number one platform, but it's like in the marketing mix very regularly, and I think a lot of that should start working. Even if the pool isn't super deep, even if you don't have 99% of your customers there, maybe only 20% of your customers are there, but even if they're there, you should be able
to find them, and I can help that, and so I would expect that if this works, you'd see, like, really solid data from Ridge saying, like, oh, yeah, we're spending on SNAP. Yeah, and they've been experimenting with SNAP as far back as 2018. I'm sure. And I was hanging out with Sean and Connor back then, they were getting results on SNAP,
but there was a ceiling. Yeah. So then, finally, they want to, on the government side, commit to investing in safety and capital return, use newfound cash and profitability to further invest in privacy, safety and parental controls, and allocate new cash flow, generation to capital return and demonstrate
conviction in SNAP's creation. Yeah, it's interesting on the parental control and safety side.
I think SNAP has been able to stay out of the, at least, over the years.
They said, are they, oh, they ended up being settled before it went to trial. Oh, Matt and Google fought it.
“And so, yeah, I'm not exactly sure what that means, but I think that they've been”
trying to sort of like step back from all of that. Yeah. And then, on the corporate government side, giving shareholders a vote, can unlock a multiple re-rate through broader index. Oh, interest illusion.
Yeah. And enabling one vote per class, they share still, preserve SNAP as a founder, controlled company. Yeah, probably like 10x voting power. Yeah.
Well, the market's reacting really positively to this, and I think Evan Spiegel has shared some statements that sort of mirror this. Actually, it seems like there's maybe a little bit more reception. Then you might expect the stock to have 14% one day after publishing this piece, says Bose Weinstein, Adam is a rock star in the making, so smart definitely worth a follow.
And that's a Renek Cap. As Carried, no interest gave some feedback on, I Renek, he said, a few critiques feedback. Daily Opens are not equal to time spent on app, app loving and medically. We have higher time spent on app at therefore parity on monetization is flawed. Arguing that SNAP chat can hit targeting levels of meta is farceful.
The amount of data that meta has on me versus SNAP chat is astronomically different. I guess I'm open to being proven wrong, since you compare it to Apple, and who IMO has
always used other targeting sources.
Three proprietary data slide is a one time flash in a pan moment. Sure, some companies are selling to range to amount of data, but that's not lasting. MRR, AR, our monetization, although it is fair to call them out on it. I like the monetization per user slide.
“I think my feedback grant SNAP's ability to monetize relative to those peers stands, literally”
screen time is much lower, and you don't update it for targeting the way peers do. Calling out the founders' net worth growth was either god tier, petty, or brilliant, or some combination on presentation. I think a TBPN slide, or quote, made it into one of these presentations. It was on the slide.
AI should be an accelerant for SNAP's core ads business. So Zack had said, he said, "We're also working on merging algorithms with the recommendation systems of power, Facebook, Instagram, threads, and our ads system. Our world-class recommendation systems are already driving meaningful growth across our apps and ads business, but we think that the current systems are primitive compared to what
will be possible soon." Evan said, "Our smart campaign solution suite, including smart targeting smart budget, uses AI to identify incremental high-value audiences and dynamically allocate spend across objectives, reducing the need for manual setup and ongoing optimization. In our interview, they highlighted Evan saying, "As you look at glasses in the near term,
I wouldn't expect AI to be a major accelerant." Closing this out, ironic is clearly thinks that he says, specifically, SNAP is a special asset. He thinks it has a ton of potential, he's overall positive, he thinks he really wants
“him to get in the game, and I think that, honestly, a lot of people have felt the same”
way over the years, but have just ultimately been frustrated because some of these things
that seem somewhat straightforward just haven't been done." Okay, I got to go back to the moon, we're going back to the moon, I'm going back to the moon because Artemis 2 is launching in three hours and 52 minutes and four, three, two, one seconds. Branding Grell wrote the op-ed today in the TPP Newsletter about some of the technology
that they're using to document the trip, and it's a very different take, very live streamer coded of us. We only care about the camera equipment that's on board, obviously there's not one that goes into it, but it's a fascinating deep dive. Today, the NASA Artemis 2 mission will launch sending the Orion spacecraft carrying a four
astronaut crew on a high energy free return trajectory to get to the moon and back in about ten days, it's longer than the Artemis 1 mission, which I was six days. And you imagine the stress when you're just being sent straight out into space, and you know there's a big turn coming up, and it's pretty important that you act. Don't miss the off.
Yeah, you can't be like texting and like miss the off ramp, if you miss the off ramp, you're going to Saturn. Yeah. It's over for you. Orion will enter a 24-hour, highly elliptical orbit with an apogee 44,000 miles
above the surface of the Earth for context, the ISS orbits at 200 to 280 miles in altitude. So way, way higher, 100 times higher, 200 times higher.
During the first day, the crew will test critical life support, communication systems.
After reaching its apogee, Orion will essentially fall backward towards our planet. This will cause the craft to start picking up massive speed. You'll see that the path is a little fishy, and I think a lot of the tinfoil high crowd are going to be suspicious about the path that the rocket will be taking because it's fishy.
It's fishy if you scroll down. Don't you think that's fishy? And what? That's a fishy orbit. That's just a fishy orbit.
I don't know. I don't want to be too conspiratorial about this stuff, but like it does look like a fish. It's fishy. It's a fishy orbit. As an approaches, it's a pair of G, for those who are just listening on audio, it literally
looks like a fish. As an approach to this pair of G, the lowest point in its earth orbit, the crew will conduct a systems review, wake up the main engine system, organize the cabin to make sure radiation
Shielding bags and water supplies are positioned to act as shelter in case of...
flare. Put on their survival suits and strap in. They're locking in. After the burn, the crew will take more than four days to reach the moon. The craft just coast there, the lunar flyby, where it will orbit the moon at a maximum
altitude of 6,000 miles, and minimum altitude of 60 to 70 miles from the surface of the moon is expected to happen Monday, April 6th, it will probably end up being the farthest humans have ever traveled from earth due to the high altitude at which they'll orbit the moon.
“Remember, we still don't know if this is like Apple, another elaborate April Fool's”
joke. We could get to the countdown here, and Jared Isaacman could say, April Fool's. NASA is essentially aiming for a Netflix quality live stream on the flyby, and this is what the video creators, the content creators, live streamers, this is what we care about.
It will feature 4K, UHD video streams, the beam back to earth, with a three second latency,
and some additional latency from encoding and terrestrial distribution, using a frontier laser communication terminal that can transmit data at 260 megs a second. The stream will probably be compressed to 1080p for live video, but it will be saved in 4K. The craft has 28 dedicated cameras on board, externally mounted, and astronaut handheld, externally
mounted cameras will be on the tip of each of Orion's four X-shaped solar arrays, and they can rotate, which will allow them to take selfies of Orion with the earth or the moon in the background. We've got selfie sticks in space. It's space, selfie sticks in space, where this is sci-fi now.
It's still almost unfathomable, the amount of risk that these astronauts are taking on. Yeah.
“The Kit Kat Heist, this is the story you all have been waiting for, Kit Kat's, the candy bars, were stolen, and in massive quantity.”
The Walter Journal has a story of how the company reacted, how they turned a massive Kit Kat Heist into crisis PR gold.
We've seen this before, people were talking about Tucker Carlson, having his nicotine pouch ship and stolen, and how it sounded like the plot of a new fourth, fast and furious, or zoomer, fast and furious movie, something similar happened to Kit Kat, and they took advantage of it and made the best out of it. So, Kit Kat of course is owned by Nestle, but let's dig into what the Walter Journal had to say.
Just how much are 12 metric tons of stolen Kit Kat bars worth? A lot of promotional gold it turns out since the Walter Journal. It was the brazen chocolate heist heard around the social media world. I don't know why I don't know how I missed this, and you heard of this before? Yes.
You had. I literally found out about this in the Walter Journal. I don't know why. Over the weekend Nestle confirmed that thieves had swiped 413,000 units of Kit Kat's, somewhere along their way from a factory in central Italy to Poland, both chocolate bars and the
truck carrying them remain missing, though no one was hurt in the theft, it said. But the Swiss company lost in chocolate, though, it gained back in a public relations coup, as did multiple other companies quick to hop on the mean bagwap bandwagon.
We've always encouraged people to have a break with Kit Kat, but it seems thieves have taken
the message too literally and made a break with more than 12 metric tons of our chocolate. The company said in the statement, "I don't get it.
“You have to, they would have had to steal this."”
We could rock for it. Two? Yeah, they stole the truck. And it sounds like fast in the various, it sounds like they stuck it up and you said, "Get out of the truck.
You got it." You got it. The truck is missing. They took the truck. They took everything.
They took everything. Taking their cue from Nestle, other companies soon joined in with some social media spoofing. We would like to share our thoughts and condolences with Kit Kat following their sad news. The account for Domino's Pizza and the UK posted Monday morning, then it added on a completely unrelated note, "We're pleased to announce that we'll be selling a new Kit Kat Pizza."
It's very silly. Charlotte F.C. the major league soccer club in North Carolina jumped on the same riff. A couple of hours later, on a unrelated note, we are happy to share that we will be offering roughly 413,000. I don't know about you, John, but I love when large corporations can just jump in on the
fun. It's extremely millennial. This is like, "This is my culture is not your costume." If you're not a millennial and you're the one posting this, like, "Stop." This is only a millennial, has the right to post jokingly as a corporate account.
The discount airline Ryan Air, meanwhile, simply posted a cartoon of one of its planes with a face in the Jets mouth, or five bitten off Kit Kat bars. Not long ago, most companies would have said little, leaving it to law enforcement authorities to disclose such a potentially embarrassing revelation. Now, any bad news is good news, as long as a corporate brand can turn it into a viral
meme. What do you think about this take? It's a masterclass in public relations. I agree with your intuition that this is not that funny. This is just a corporate cringe, it's a little rough.
I'm not getting belly laughs out of this, but just in terms of corporate com strategy, this
Feels like the best of all possible worlds.
Yeah, I agree with that.
I think it's like a reasonable thing.
Am I entertained? No. Do I think that it was worth doing? Yes.
Does it make me want a Kit Kat?
No. Also, no.
“Yeah, but I was not thinking about Kit Kat.”
It's a nice thing. Yes.
And I'm thinking, I just think, I've never really had a Kit Kat and thought, oh, that was so
good.
“And so now I'm just remembering why I don't care if it's Kit Kat.”
You long filed for an IPO on April Fool's Day. And apparently, they filed last night, so off by just a little bit, a courty of a love, but it's a news to go through and on pace for the kind of June listing. June listing. Okay.
“Leave us five stars in Apple Podcasts, Spotify, Center for Newsletter, TBPN.com, and we will”
see you tomorrow at the Let On Down. Can't wait. Let's take a look. Goodbye.

