The Best One Yet 💏 “Cuffing Szn” — Raya’s dating club. Olive Garden’s petite parm. TikTok FlipFlop. +September Stock Diss.
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Sep 22, 2025 Raya, the elite dating app, is now more exclusive than ever, boasting a massive waitlist. Meanwhile, TikTok is facing significant shifts in its U.S. operations, stirring intrigue and uncertainty. Olive Garden is introducing petite portions that could start a new dining trend. Finally, while stocks hit record highs, September historically presents challenges for the market. Get ready for a blend of dating drama, fast-food innovations, and financial insights!
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September's Market Reputation
- Historically, September is the worst month for stocks, but this September has started strong and could defy patterns.
- The hosts highlight that seasonal patterns can be broken and invite listeners to weigh in via a poll.
Scarcity As A Product
- Raya deliberately restricts access and refuses to scale, creating scarcity that increases demand for membership.
- Curation and human judgment are the product: people pay for a filtered, high-quality network instead of sheer scale.
Raya Feels Like A Secret Club
- Nick and Jack note Raya feels like a secret society where even investors don't know user counts.
- They point out celebrities like Olivia Rodrigo and Simone Biles have used Raya, highlighting its cachet.