🌅 “Afternoon Delight” — Starbucks’ All-day bet. Khabe Lame’s Influencer stock. Apple’s AI rental. +Silk Diapers

This is Nick. This is Jack. It's Friday, the real Friday, January 30, and today's pod is the best one yet. This is a T boy. The top three pop business news stories you need to know today. Welcome back to the funnest place in finance. We will make you the most interesting person at brunch this weekend. But first, Jack, you're wearing a suit today. Wow. I know. I went full corporate because I'm actually on Wall Street today. I flew into New York City. I'm flying home later today. We're seeing the full evolution. You started with a button down on Tuesday, a vest on Wednesday, and now what what's next? Tuxedo on Saturday? I don't even know. Well, dude, since there's snow on the ground, I'm wearing my bloodstones. That's the only Vermont part of my outfit. That that is a Birkenstock term for the record. Jack, three fantastic stories for today's pod. What do we got on the t, boy? For our first story, we attended Starbucks' Investor Day in New York City, and I even met the CEO. Besties, we got indoctrinated with the gospel of the green apron, and we were impressed. We saw a Ferrari coffee machine, protein pockets, and a big bet on your 4PM hunger. That's hanger, not hunger. For our second story, Kabi Lame has more TikTok followers than anyone in the world and just sold his account for $1,000,000,000. Khaby Lamae has become the first ever influencer stock. And our third and final story. Apple just announced earnings, but Apple's whole strategy is revealed by this question. As Shakespeare once wrote, why build your own AI when you can rent it for way cheaper instead? But Yetis, before we hit that wonderful mix of stories, fantastic mix to go into the weekend. Love the mix, Jack. No one else is doing it. We've covered the $6,000 Lamborghini baby stroller, and we've covered the $4,000 I already popped baby carrier made from the rarest wool in the world. But the ultimate new Parent Flex what is it, Nick? It's silk diapers, baby. Pampers just launched Pampers Prestige, silk lined diapers. Get this. We're talking diapers made with more silk than an Hermes scarf. This is the Samsonite of swaddles. Or is it the Birkin of blowouts? Side note, Nick Martell actually read an entire book about the history of the silk trade in this world. And Jack, I can tell you that on a pound for pound basis, silk is actually as strong as steel. But what's the real reason that Pampers is going premium with silk lined diapers? That would be the birth rate, the low birth rate. Because they're only offering these silk diapers in China where the birth rate is really low. Fewer babies, so Pampers is selling fewer diapers. But with high priced diapers that are made of silk, they can squeeze more profit out of every dirty diaper. Your move, Connery. Your move. Actually, your …