🍰“AI’s 5-Layer Cake” — Nvidia’s epic explainer. LEGO’s verb’ing. Nio’s battery-swap cars. +End of Athleisure
The Best One Yet
Nick & Jack Studios
4.6 • 9.8K Ratings
🗓️ 11 March 2026
⏱️ 23 minutes
🧾️ Download transcript
Summary
Lego had its best year ever, launching 2 new sets every day… Thanks to a lesson from sports.
Nvidia’s Jensen Huang wrote his first blog post in 6 years… to explain AI is like a 5-layer cake.
China’s Nio is out-innovating Tesla… because it doesn’t charge batteries, it swaps ‘em.
Plus, it’s the End of Athleisure… denim is eating Lulu
FYI, here’s Nvidia blog post: https://blogs.nvidia.com/blog/ai-5-layer-cake/
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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.
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Transcript
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| 0:00.0 | This is Nick. |
| 0:01.8 | This is Jack. |
| 0:02.5 | It's Wednesday, Sanchez, Wednesday, March 11th. 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. Live show, DC, two-night. Final, like six tickets are available. That's it. We added 20 tickets last second. Snaggers. The links in the episode description. Oh, by the way, besties, we're recording from the stage where we're going to actually do the show. Yeah, yeah. Tonight, showtime is at 7.30. Doors open at 6.30. As for stock markets, well, they climbed again on Tuesday as oil prices fell. Markets remain soothed by the president's comments on Monday that the |
| 0:38.3 | warner-round will soon end. And Jack, I am soothed by your voice as you share with us the three |
| 0:43.7 | fantastic stories for today's show. For our first story, how did Lego just have their best |
| 0:48.4 | year ever during a trade war? How? By launching two new Lego sets every day. Because Lego |
| 0:53.9 | learned a lesson from college sports. |
| 0:56.5 | For our second story, China's electric car company, Neo is so advanced. |
| 1:00.7 | They don't charge batteries. |
| 1:02.3 | They swap them. |
| 1:03.3 | True story, because Neo is now 10 times bigger than Rivian and 100 times crazier than Tesla. |
| 1:09.5 | And our third and final story. In Video CEO, Jensen Huang just wrote a rare blog post about how you should understand AI. Here's what he said. AI is like a five-layer cake. So Jack and I are taking a bite out of each and every layer to share it with you. But yet he's before we hit that wonderful mix of stories. What a mix for the venue with a live show, Jack? |
| 1:27.8 | Nick, what is the millennial uniform? |
| 1:30.0 | Well, Jack, I'm not seeing Brooks for Bollos and Jay Crew. |
| 1:31.9 | I'm seeing Viori and a hint of aloe. It's athleisure. It is. The default wardrobe for Barry's brunch, or getting on an airplane. And we see you, Basties, Lulu Leggings with the Athleta hoodie, and maybe, just maybe, an outdoor voice is sweat-wicking tea. |
| 1:44.5 | But here's the plot twist. |
| 1:45.7 | Fabletics. |
| 1:46.5 | Kate Hudson's Athleisure brand is pivoting to |
| 1:49.0 | denim. I'm sorry, pause the podjack. A workout wear brand is launching jeans. Yes, and this may |
| 1:53.9 | signal the end of the Athleisure trend. Gerd, your stretchy loins. Because denim growth is |
| 1:59.6 | accelerating, but athletic growth is decelerating. You see, Eddie's customers just ain't Netflix and chilling like they used to. And you can see it in Lulu Lemon's stock price. Lulu is down 67% in two years. I'm feeling it right now in Lulu Lemon's stock price. Soft clothes are out, hard ones are in. Comfort is cold. Carhart is hot. And we don't think Fabletics |
| 2:17.8 | is the last |
... |
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