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Morning Brew Daily

Tylenol Maker Bought for $40B & Coke Doubles Down on AI Ads

Morning Brew Daily

Morning Brew

Business News, News, Business

4.43K Ratings

🗓️ 4 November 2025

⏱️ 29 minutes

🧾️ Download transcript

Summary

Episode 706: Neal and Toby discuss the acquisition of Kenvue, the maker of Tylenol, by Kimberly Clark. Then, Palantir reports a strong Q3 as their government sales surges. Also, Shein bans the sale of “child-like” sex dolls on its platform after a French watchdog gives them a final warning. Meanwhile, Toby dives into the trend of AI marketing as Coca-Cola doubles down on an AI-generated commercial, disregarding the backlash they received from the first go-around. Finally, OpenAI signs a massive $38B cloud deal with Amazon.  Learn more at usbank.com/splitcard  Get your MBD live show tickets here! https://www.tinyurl.com/MBD-HOLIDAY  Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here:⁠ ⁠⁠https://www.swap.fm/l/mbd-note⁠⁠⁠  Watch Morning Brew Daily Here:⁠ ⁠⁠https://www.youtube.com/@MorningBrewDailyShow⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

As a podcast producer, I spend a lot of time listening to people spit straight bars, but now I found a truly incredible bar. David Protein bars. They have 28 grams of protein, 150 calories, and zero grams of sugar. So they're ideal for when you need a quick, high protein snack without the excess calories. After weeks of being out of stock, David is officially

0:21.7

back in stock on their website. Right now, when you buy four cartons of David bars, you get your

0:26.7

fifth one free. Head to Davidprotein.com slash MBD to get yours. That's Davidprotein.com

0:33.1

slash MBD. If you prefer to shop in person, check out their store locator on their website.

0:39.9

Good morning, Brie Daily Show. I'm Neil Freiman. And I'm Toby Howell. Today, Palantir CEO turned an earnings call into Fight Night.

0:47.8

Then Coca-Cola thinks the best way to spread holiday cheer is to AI-generated ads. It's Tuesday, November 4th. Let's Ride.

1:00.0

Good morning and happy Election Day, which despite being on an off-year features high-stakes

1:05.7

races across the country. People around the world will be watching New York City's mayoral race, where

1:11.2

self-described democratic socialist Zoran Mamdani could become the next leader of the global hub

1:16.2

of capitalism. There are also big gubernatorial races in Virginia and New Jersey, while Californians

1:22.0

will vote on a measure that would allow Democrats to redraw the state's house map. If you need

1:26.5

me later, I'm going to be locked in on the

1:28.1

results coming out of Queens County, which has picked the mayor of New York every election since

1:32.6

1989. First, impeccable use of the word gubernatorial. Always good when you can get that into a show.

1:38.1

And then second, if early voting is any indication in New York City, there is going to be

1:42.4

record turnout today. New York City's

1:44.5

Board of Election said 735,000 voters cast ballots during the early voting period, which is more

1:50.6

than five times the number of early voters in 2021. In total, turnout is predicted to reach about

1:57.2

2 million voters. If that number proves to be accurate, that would outpace any New York

2:02.0

City mayoral election dating back to 1969, according to the newsletter 1440. So I guess get in line

2:08.5

early because there's probably going to be some crowds. And now a word from our sponsor,

2:13.1

U.S. Bank. Picture this, Neil. You're inviting all of your friends over for a movie night, myself

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