🥃 “Bourbon Bullish” — Invest in Whiskey? Netflix conquers comedy. SpaceX & Anthropic. +Mother’s Day all-time-low

This episode of 'The Best One Yet' dives into three major cultural and economic trends. First, Netflix's growing dominance in comedy through its low-cost, high-volume stand-up specials—now a quadruple-dipping business model that profits from ticket sales, content licensing, and minimal production costs—contrasts sharply with Disney’s high-budget, high-risk theatrical releases. Second, the explosive growth of AI agents, particularly Anthropic’s Claude, is driving unprecedented demand for compute power, leading to a critical shortage in data centers. This has prompted a surprising partnership between Anthropic and SpaceX, signaling that AI is not a bubble but a foundational infrastructure shift. Third, the whiskey market is experiencing a historic downturn in demand—down 19%—but supply has hit an all-time high due to a decade-long boom driven by millennials and the pandemic. The podcast argues this creates a rare investment opportunity: buying whiskey now could yield 200% returns in three years as supply dries up. The episode closes with heartfelt birthday shoutouts and a reminder to celebrate life’s small wins.