Nvidia Decides Jensen’s Fate After 2nd Affair & The Biggest TV Show Nobody Talks About

When it comes to AI's value, the picture is about as clear as swamp water. Case in point, 43% of CEOs report revenue gains or cost reductions from AI, but nearly the same number say they're still stuck. That's why PwC advises a value over volume approach. Many companies gauge AI progress based on how many models or agents are deployed, but impact actually comes from connecting data, workflows, and decision-making into a coordinated operating model. Learn about turning AI investment into results at pwc.com slash us slash brew AI. That's pwc.com slash us slash brew AI. Good morning, Brew Daily Show. I'm Neil Freiman. And I'm Toby Howell. Today, after a second affair is exposed, the walls are closing in on Jetson Huang. Then inflation just keeps going up. It's Thursday, November 12th. Let's ride. It's good to be back because, Toby, I can't remember a time when so much is happening. Corporate espionage, sordid affairs, election fallout, viral book releases. Feels like we could easily do a three-hour pod today, but don't worry, we won't. I saw a tweet from a VCI follow, Kareen Su, that said, my whole X feed is Jetson Huang. My whole TikTok feed is call her daddy gossip. And to fill people in who aren't on TikTok, Sophia Franklin, one half of the Callie Dower podcast, is releasing her memoir detailing her side of the big breakup. Apparently, it's super juicy. But it's also good to remember that there are multiple worlds out there, which begs the question, though, that covers X and TikTok. What is your Instagram feed serving you up right now, Neil? I'm getting a lot of cryptic crosswords, which, if you don't know what these are, it's the most diabolical puzzle you can imagine, and it breaks your brain. So I'm ready to move to maybe. Maybe some more wholesome, thick content, the more brain rot content. This is literally the opposite of brain rot. I keep getting lasagna recipes. See, that's what I want. That is incredible. I'm all in on thin layers. That's what I've been served. It's like everyone makes their layers too thick. So the top three most important things in the world right now, call her daddy, Jetson Huang, and make your lasagna layers thinner. Now, a word from our sponsor, Runway. Neil, don't you wish you had better tools to make stunning creative? The hammer I've been using just isn't cutting it. Generally very scared of you using a hammer. You should probably check out Runway, the company that makes creative tools for content generation. Their creative suite gives anyone the power to generate, edit, and finish video, images, and audio for campaigns, including social and product content. So whether you're solo or part of a team, you can storyboard, create lookbooks, restyle a shot, create cinematic videos, product shots, stage rooms, and more. And with tools like Runway Ads and Runway Agent, creating, repurposing, and optimizing ad creative is super easy. Sign up for free at runway.com/morningbrew and get 25% off paid plans with the code morningbrew. There's a tweet that's become popular in AI circles. If you find two ants in your kitchen, the best estimate for the total number of ants in your kitchen is not two. The original context was about AI models going rogue and the idea that one visible problem could be evidence of something much bigger lurking beneath the surface, but that same sentiment also applies to NVIDIA CEO Jensen Huang and his extramarital activities. Last night, the New York Times dropped a bombshell report. The leader of NVIDIA, who was already under investigation for having an affair with a Chinese spy, also allegedly had a relationship with an executive who reports to him. Citing conversations with five people at the company, the Times named Kimberly Powell, NVIDIA's vice president of healthcare, as the employee and says the pair were captured on video together at a California hotel during an NVIDIA conference back in March. It's a wild fall from grace for the CEO, who was, before these revelations, the sun and the moon that the whole AI movement revolves around. Even after his first affair was revealed, it looked like Huang would hold on to his job by virtue of the fact that there was no obvious replacement for him within NVIDIA. He was the key man and he was unassailable. But his invulnerability appears to have been dented by his infidelity. Soon after the New York Times piece dropped, the Wall Street Journal reported that NVIDIA's board is making plans to oust its CEO and founder. Prediction markets on whether he would leave as CEO before next Monday spiked as high as 84% before dropping to around a coin flip as of this morning. Neil, before the report last night, it looked like the AI trade was regaining its footing with the market rebounding, but NVIDIA's stock obviously dumped on the news, falling as much as 10% before settling down around 6% pre-market, as this crisis is now reverberating across the whole industry. The crisis is absolutely escalating, and if NVIDIA holds that fall, that share price fall, this morning it's set to open at 9:30 when the bell rings on Wall Street at a valuation of under $4 trillion. The stock is down about 25% over the past month. And then when you factor in whether Jensen is going to be there, that could continue this share price fall. We had all these banks and analysts come out yesterday cutting their targets for NVIDIA. Dan Ives, who's a big tech bull, he's an analyst, but he's also very bullish on tech, said that Jensen Huang is worth about 30% of NVIDIA's total value. Citing that key man risk, there's no obvious next person up. So if Jensen Huang does go, the board is meeting to decide on that as we speak, then he at least expects that to NVIDIA share price to fall 30% more. Bunch of other analysts agreed with him, not necessarily on that 30% exact measure, but they all say that without Jensen, NVIDIA is a shell of itself. I mean, the question that I saw tossed around is, is this the most expensive affair in history? And it kind of looks like it. The Capizzi letter put together some stats around this. Between the revelation of both affairs, NVIDIA's stock has raised $700 billion in market cap. That means if you go back to October 6th, in just 26 trading days, it's lost $2.1 trillion in market cap. That's $81 billion per day for 26 days straight. So it is certainly up there. The question now is, what does the board do? Because we have this report that the board is. trying to or putting together a plan to potentially oust him. And they're in a very tough position because as the board of a public company, you have a fiduciary responsibility to shareholders. And you can actually argue, if you take morals out of it, that replacing Jensen is not in the best interest of shareholders. But as we touched on earlier this week, if this was literally any other person in the company, from the janitor to the president of the board, they'd be gone in an instant. So their hands are kind of tied right now. What do you do if you are the board of NVIDIA? And who is on the board? It's pretty interesting. They are not corporate heavy hitters. Jensen has put this board with a lot of loyalists and people that he's known for decades. They include people who have run Taco Bell's international operations to an academic who did his undergrad research on jellyfish. And they are not known for standing up against Jensen Huang. There's this rankings of all boards in terms of corporate governance, governance by the U.S. law firm, James Drury Partners. Out of more than 650 companies, they analyzed NVIDIA's board came in on six hundred and ninth place. So this is not exactly a heavyweight board that can flex its muscles. It has been subservient to Jensen Huang for a long time. And we'll see what decision they make. Everyone was saying, like, what is the international Taco Bell lead doing on NVIDIA's board? And they're like, well, they both know chips really well. So that's why they're on there. The other issue that the board is dealing with is that Jensen famously doesn't really believe in succession planning and there is no obvious error apparent within the NVIDIA organization. Remember, Jensen is famous for having roughly 60 direct reports, one of which was, you know, Kimberly, who he had this affair with. But he has said that succession planning is not something he believes in. Leaders should continuously pass on knowledge and information as they have it. So very unclear who would be the next person in the line, especially because you have such a flat organization underneath him. The name that we saw being thrown around, on social media again, this is just a rumor. Tim Cook, bring him in. He understands how to steward big technology companies through like the next phase of their existence. Tim Cook would be an insane pull for NVIDIA's board. But at that point, this is how you have to think about it. Who is big enough to take on this role? There's not very many people out there. No. And speaking of big technology guys, if Jensen is ousted, Elon Musk was asked by a person on X zero hedge, Elon, please hire Jensen. To which Musk replied, that would be an honor. And I think that's a sentiment that you've seen on X as we talked about, because it's all Jensen all the time is that a bunch of tech moguls, especially on the right, have come to Jensen's defense and say, there's no way you can fire him. Just like let it blow over. Like Bill Clinton, Bill Clinton didn't resign. Just Jensen stay the course and videos board stay the course because they just think he is a good leader and want to bury this under the rug. Obviously there's a whole contingent of people who disagree with that and keeping Jensen would bring. A whole host of risk for NVIDIA as well. So we will keep monitoring this story. Yeah. Like I said with the ants, if you see two, there's probably more beneath the surface. So maybe this is not the last of the affairs or the last that we'll talk about this Jensen situation. Moving on the October CPI report is channeling its inner Marlowe from the wire. The price of everything is going up. Headline CPI rose 0.4% last month, down from the 0.6% increase the previous month, but above economists expectations, it's uncomfortable. comfortably high, said Mark Sandy, the chief economist at Moody's. The Fed not going to be happy about it. Normal people are certainly not happy either since food and housing are driving the inflation bus. Food prices jumped 0.5 percent, headlined by a record 5.1 percent spike in baby food and formula costs. Shelter also accounted for 30 percent of the headline increase. And don't forget about energy where things actually got a little better. Costs were up 0.7 percent compared with the 5.2 percent jump from the month prior. Now here's where the Fed is starting to feel queasy. If we flash back to last year during spooky season, the government was shut down, which means we don't actually have any data to compare this year's report to. But both the New York Times and the Wall Street Journal estimate that the annual inflation is sitting around 4 percent, double the Fed's intended target. Seeing a figure like that is what prompted Chicago Fed President Austin Goolsbee to call the report borderline disturbing. Neil, if all you wanted for Christmas was the Fed not to hike rates, you'll be sorely disappointed. This inflation report means a December hike is all but a lock. Things are going in the wrong direction. It's the third straight month of bigger than expected price increases. And what worries the Fed, what worries economists is we're seeing the breadth of inflation. Things like tariffs, things like oil, they were supposed to instigate a small spike, a temporary spike in inflation before things were supposed to revert back to normal. That's not happening. It's being infected. like the like the mushrooms in The Last of Us across all the economy. And yes, we're definitely getting a Fed rate hike in December. And the question is not whether we're getting a Fed rate hike in December. It's how big is that Fed rate hike going to be and what the Fed does from there? How many does that instigate going forward? Because Christopher Waller, who's a Fed governor before the inflation report came out, said that if we were to see a core CPI, which is the metric that removes volatile food and energy prices around point three percent, then he would advocate for a half point increase in December. Typically, when the Fed raises rates, we get a quarter point increase. So this would double that to a half point increase. What happened just a few hours after he said, well, I think we should do that if it came in around point three, it came in at exactly point three. And then another another Fed official, Dallas Fed President Lori Logan, said, you know, I think we're going to have to do two additional quarter point increases. So the math adds up the same. The general idea is that the Fed is going to have to hike big and continue to do that because inflation is just getting worse. You mentioned that inflation is stickier than expected because, again, yeah, tariffs and energy prices are supposed to be a momentary shock. But what Austin Goolsbee pointed out is that services inflation is sticking around. That doesn't really have any input costs. You know, there is no diesel that goes into a service. And so seeing that remain elevated is what has these. That's what we're seeing. We're seeing a lot of Fed officials kind of sounding the alarm bells right now. Again, Austin Goolsbee kind of quote machine. He was asked about a larger hike and if it's on the table and he said it's literally the biggest table I've ever seen in my life in that room. Everything is always on the table. So they are keeping all of their available avenues open because right now they are saying that four percent is untenable. If that is the true inflation rate, this is something that we have to fight with all our firepower. One thing I'm not looking forward to is stopping for gifts for the holidays because he's trying his way out of the toy prices are up nine percent over the past year. It's just one of the things where prices are going up broadly across the board. But toys, little outsized, little top of mind right now and don't love to see that nine percent increase. You're on your winter arc habit train right now, though. So just start knitting gifts for everybody. The price of yarn is probably not as much as the price of toys. All right. Last week's blue tsunami of midterms did not land on the shores of California, where a landmark billionaire tax proposal has been rejected. The race, which was called on Monday by the Associated Press, showed no votes ahead by five point five points, bringing relief to all the CEOs who no longer have to move to South Florida. The initiative called for a one time five percent tax on billionaires net assets to be funneled toward health care spending. Supporters said it was a fix for what is a deeply unfair tax system because the ultra rich stash their money and things like stocks, real estate, intellectual property. They don't pay taxes on the majority of their wealth until that's sold. Relatively little. All of their fortune is acquired via income salary, which the rest of us pay taxes on every year. Opponents of the tax called it fiscally irresponsible because it would push business leaders and their companies out of California, drawing up an important source of tax revenue. Critics of the ballot measure, including powerful Democrats like California Governor Gavin Newsom, warned of a wealth exodus of a billionaire tax wasn't applied uniformly across all states. Still, progressives who champion wealth taxes say they may have lost the battle, but they still like their chances in the war. The election's blue wave means more liberal politicians will be in charge at the federal and state level, putting them in a strong position to push ahead with this issue. Yeah, the big question mark here was California is probably the most democratic state in the entire country, and yet it failed here. So why do you have any optimism? And one of it is brought by that big wave. But also there are some smaller wins on taxes across the country in Colorado. Voters repealed a provision requiring a uniform income tax, allowing the. Introduction of different higher tax brackets in Washington, voters rejected an effort to repeal a 10% tax on income above $1 million. So there were some small wins here and there for progressives. Yeah, for progressive. Yeah. If you are someone who wants to, you know, continue down this path of passing a wealth tax and also a federal wealth tax continues to have momentum powered by the blue wave. Bernie Sanders, following the California defeat, vowed to continue pursuing it. He said your victory is fleeting. We will. We'll pass a federal billionaire wealth tax and end your greed. So clearly they are a little beaten down, but definitely not giving up or throwing in the towels. So what happened in California? Well, some point to the fact that the opponents of the wealth tax spent almost $400 million fighting it, including more than $100 million from just one person. Google co-founder Sergey Brin. They outspent their opponents 10 to 1. So the advocates of the wealth tax say, like, look, it wasn't a fair fight. They've poured in $400 million. They flooded the airwaves. If you live in California, this is probably all you were hearing about on TV, radio, Internet, like, for months. So they point to that situation. And then the other is that perhaps the tactics with which they move forward with this wealth tax weren't great from a strategic perspective. The health care union was the one that brought in the first place. They kind of moved ahead without securing support from allies. They didn't rally the troops before moving ahead on this issue. They kind of went on it alone. And that may have handicapped their strategy. And then the protesters. Particulars of this tax may just have not been so palatable to the citizens. It only left 10% for food assistance and education-related programs, 90% to health care. That did not sit well with a bunch of left-leaning organizations like other unions who they didn't get on board. So they might go back to the drawing table for 2028 and put something like, you know, a 1% tax instead of a 5% tax, something that's not necessarily one-time either because a lot of progressives also had some issue with this being just a one-time tax. So they'll go back to the drawing board. Perhaps figure out a better strategy for next time because this clearly did not fall so well on the ears of California voters. All right. We're going to take a quick break and come back with Neal's numbers right after this. Neal, does your credit card help you get airline points? No. My credit card only gives me points. They're like points, only they're useless and I can't exchange them for anything. Wow. That is sad. MasterCard Black Card is way better. You can earn up to 75,000 bonus points after qualifying account activity. With their limited time offer, that's worth up to $1,500 when redeemed towards airfare with no blackout dates or seat restrictions. Visit luxurycard.com slash brew for more details. That's luxurycard.com slash brew. Offer ends soon. Terms and conditions apply. Just like my response to being in a dental chair, many business leaders are probably ready to white knuckle it through the next few months. But unlike Neal, when he's getting a cleaning, business leaders have a real reason to be concerned. Following the midterm, Neal is ready to go. Major policy shifts could be coming soon. Fortunately, PwC can help. Whether it's shifts in tariffs, AI acceleration, or geopolitical fragmentation, their expertise helps you understand the ripple effect and how you can respond. Let PwC help turn your knuckles back to their normal color. Go to pwc.com slash us slash 2026 midterms. If you're an e-commerce owner, your morning probably starts with a lot of tabs that make your brain start screaming. Perplexity computers. A perplexity computer helps put your mind at ease by connecting to the tools you already use and builds a command center that gives you a complete picture of your business. Before you wake up, it can pull together your revenue, ad spend, margin, inventory, email performance, and more. Try perplexity computer for free at pplx.ai slash brew. That's pplx.ai slash brew. Welcome to Neal's Numbers, the segment where I share three stats on the week's news that will hopefully teach you something you didn't know previously. For my viewers, I'm your host, Neal. My first number, can you guess the most successful TV franchise of the 21st century? It's got just four letters, NCIS. As Bloomberg's Lucas Shaw writes, NCIS is the biggest television juggernaut you've never heard about. Over the last six years, Americans have spent more hours streaming the original NCIS than any Netflix original series, The Office, and Friends, second to only Grey's Anatomy. CBS says the franchise has generated $10 billion in sales over its run of more than two decades. It's the most successful TV series in the history of television, and it's also the most successful TV series in the history of television. season of NCIS New York, which stars LL Cool J and Scott Kahn, is averaging more than 7 million viewers per episode since it launched in October. It's the only show to reach that threshold within a week of airing, according to Shaw. And not only is this show a hit with American audiences, people abroad absolutely love it. Despite being about an obscure civilian federal law enforcement agency, NCIS has been licensed to networks and streaming services across more than 200 territories and was one of the most popular programs in a swath of Europe and in the non-U.S. English-speaking world like Australia. Toby, NCIS is a beast. Why? Why does it work so well? Why are people so enamored with this show? And Shaw puts forth a couple ideas, one of which is that it's very easy to follow. He basically compares it to prestige dramas. If I sit down and try to watch Severance for the first time, I have to have a whiteboard out. You have to take notes to figure out what's going on. In NCIS, he says, the good guys win, the bad guys get caught, and justice is served. That's every single episode. And so a lot of people say, yeah, my mom watches this while doing laundry. She's seen the same episode 10 times, but it doesn't matter. It's just a comfort there. So the showrunner himself actually is under no impression that he's making prestige TV. He says that he compares it to an iPhone. It isn't necessarily the most complex product, but it just works. So the fact that it is what it is, it doesn't try to be Severance, Succession, whatever you want to cite. It is just NCIS, and people love it for that. What does NCIS stand for? Here's a little trivia. I'm sure this will come up at some point in your life. So here you go. Naval Criminal Investigative Service. It's the primary civilian-led federal law enforcement agency of the United States Department of Navy. I thought you were quizzing me there, and I was racking my brain there. I had naval, but the ones after that, I got a little shaky on. All right. For my next number, let's answer the question, what happens when a Walmart location closes? The answer is people start going to other retailers in the area considerably less. In a conversation, a group of marketing professors revealed the counterintuitive findings of their study. Their research shows that following a Walmart's closure, nearby stores saw a 5% drop in shopper traffic and sales in the first month, a 6% drop in the second month. Then it all goes to hell even further out, a decline of 20% one year after a Walmart closes. It's counterintuitive because Walmart is a competitor to its neighboring retailers. If it shuts its doors, surely people will go to the other retailers more often. Not exactly. As strong as it is, Walmart is a competitor to its neighboring retailers. Walmart often serves as an anchor for an entire shopping center. When you travel there, you're far more likely to visit the other stores in the area to cross off your errands list. When the Walmart isn't there, you have less of a reason to go to the shopping area to begin with, depriving all the nearby stores of your money. Toby, this just shows how important an anchor tenant is to the vibrancy of an area. You gotta land and keep that heavy hitter because everyone benefits, even would-be rivals. A great analogy here is Walmart is the headliner at a music festival. Obviously, all the subcard wants people to come watch them, but without the headliner, fewer people buy tickets. In general, Walmart is Dua Lipa. Once you're there to see Dua Lipa, the Coachella lineup just came out. That's why I'm saying it. You're going to stay to see Zara Larsson. You're going to stay to see Fetty Wap and Weezer and Martin Garrix. I'm literally going down the Coachella lineup right now, but it is that anchor tenant that brings a lot of people into the area. I thought this was fascinating, too. Not every business suffers equally. Grocery stores actually do better when Walmart leaves because they are a direct competitor to Walmart. Well-known chains also perform better than independent businesses because customers still had a reason to seek them out. It really is the mom-and-shop local businesses that tend to be hurt when Walmart leaves, which is very counterintuitive. My final number is a special anniversary. Yesterday, Route 66 turned 100 years old. Leave it to Americans to celebrate the birthday of a stretch of pavement, but Route 66 is maybe even more American than baseball and apple pie. Established on November 11th, 1926, the highway has been referred to as the Main Street of America and in John Steinbeck's The Grapes of Wrath, the Mother Road. Stretching about 2,400 miles from Chicago to Santa Monica, Route 66 served as a gateway to the West during the Dust Bowl of the 30s. The next decade, as the U.S. went to war, it became a crucial corridor for the transport of military equipment. But the Route 66, as we know it, came along with the U.S. Air Force. The U.S. Air Force was the first military in the 50s, where moms and pops set up restaurants, motels, and kitschy roadside attractions marked by those iconic neon signs beckoning the driving masses. Later in the 20th century, Route 66 lost its relevancy as the interstate highway system was built out, a much more efficient method of getting from point A to point B. Still, the road looms large in the public imagination, in no small part due to Pixar, whose Cars franchise was inspired by the sights and sounds of Route 66. Toby, talk about a highway with some lore. Apparently, it's a good year for it. The Centennial is seeing a lot of American travelers come by and, you know, stop at these roadside places. Usually, it's international visitors that drive a lot of the tourism here, but this year, it is Americans. The LA Times talked to a lot of local businesses, and they're saying, we're seeing two times the travelers and two times the spending compared to 2025. So what is next? Because there's a lot of goodwill around Route 66 right now. A lot of people are pushing for it to be designated as a National Historic Trail. This is a bipartisan effort. Senator Ted Cruz and Senator Alex Padilla, a Democrat from California, are rallying around this idea. And the reason why they want to do this is it actually does help when you have this coordinated route-based tourism. The Kansas City Fed put together a report that when you put up signs, when you say that, hey, this is a historic route, it leads to economic development because it reads, Americans' ongoing love of road trips can help small towns build their economies. Route-based tourism is especially suited for rural areas and small towns. So that is why they want this designation. Get those road signs up so people take the detour, live the slower life of America gone by, and patronize these establishments across the route. Yeah, I don't get on many soapboxes, but one of them is see America more. I mean, there's a lot of amazing international destinations, but if you just drive across the West or the Midwest, there are just so many amazing things in the United States. And my own Route 66 story is I was driving from Flagstaff to Albuquerque or something, and you go past Winslow, Arizona on Route 66. And if you know the Eagles' Take It Easy song, there's a verse that says Winslow, standing on a corner in Winslow, Arizona, which is on Route 66. And they have this whole thing going on about the corner in Winslow, Arizona relating to the song. So that's just one of the few delights you'll get when you drive on Route 66. All right, let's sprint to the finish with some final headlines. United wants you to take your AI agent to Delta. Yesterday, the airline said it would, quote, block personal AI agents from booking flights on its systems, citing privacy and legal issues. Bots like Muse and Instinct have boomed in popularity as users deploy them to execute a variety of tasks, including travel. About 33% of adults have used generative AI to scope out upcoming travel, according to Hopper. But when it comes to that last mile, the booking itself, United intends to keep its hands cleans of agents among its worries that bots could expose sensitive customer information, make accidental purchases, and violate federal travel rules. Like, your agent can't confirm that you don't have any guns in your checked luggage. Toby, we've seen a bunch of companies wrestle with this issue to allow agents to not allow agents. United has made its stance clear. It is interesting to see the lines being drawn across the airline industry. So United is blocking them. Southwest just launched a chat GPT plugin that allows customers to search flight inventory. So they're trying to keep it within their app, within house. Delta does allow AI assistants to complete bookings, but they have certain safeguards around things like booking unaccompanied minors, and then American does allow some agents to purchase tickets through partners, and some agents may also book through its website. So there's some that are just kind of dipping their toe, and some are blocking it. So I'm curious to see what turns out to be the winning strategy here. I don't know. The only thing that is kind of hanging over this decision, too, is it may not be an issue altogether. Last week, we talked about how over Halloween weekend, Uber reported that four people booked rides on one of their busiest weekends ever using AI agents. So maybe it's just not that big of a issue whatsoever, and that maybe it's a strice in effect. Bringing attention to it is actually doing more disservice to United. So fascinating to see how it's going to shake out across all these major airlines. And finally, the release of Grand Theft Auto 6 on November 19th is shaping up to be such a massive event that businesses are preparing for a lot of their employees to not show up for work. One estimate suggests that as many as one and a half million Americans could play a hooky when the grand theft auto 6 is released. Game drops costing the economy up to $1 billion in lost productivity. But one company is swimming with the current instead of fighting it. Logitech is giving all 7000 of its employees an extra paid day off specifically to play the game. The company is calling it Logi Game Day and employees can use it at any time over the next year. CEO Hanukkah Faber argues that gaming can actually make workers more productive, saying it's time to retire the stereotype that gaming is a waste of time. But there's also a pretty obvious business incentive here. Logitech makes keyboards, mice and headsets for gamers. So, yeah, it wants more people to skip work to play video games. Neil, shall we observe Logi Game Day? I also think this is a recruiting tactic. Like, look how cool we are. Come work for us at Logitech, because remember, there was this U.S. Army unit in Georgia that went viral earlier earlier this year. They said if you are a soldier that reenlists, we'll give you a four day pass completely off to play the game itself. Let's just Let's make this a national holiday at this point. I mean, according to Bamboo HR-- PTO requests for that release date, November 19th, are about 13% higher than on comparable days in previous year. And then another survey found that 18% of salaried workers said they plan to take the day off for the launch. I don't believe that, but anyway. I mean, if we don't make the day after the Super Bowl a national holiday, I think it's going to be a little tough to say the Grand Theft Auto release should be, but I'm with you. More days off in general. That is all the time we have. Thanks so much for starting your morning with us and have a wonderful Thursday. To share your thoughts on the episode or anything else, send an email to morningbrewdaily at morningbrew.com or DM us on Instagram at mbdailyshow. Let's roll the credits. Emily Milliron is our supervising producer. Raymond Liu is our senior producer. Our producer is Olivia Graham and our associate producer is Olivia Lee. Technical direction by Nina Miller. Hair and makeup, just send in their PTO request for November 19th. And our show is a production of Morning Brew. Great show, Daniel. Let's run it back tomorrow. Hey guys, I'm Hoda Kotb. Look, I know how busy life can get. And sometimes we all just need a moment to pause and connect. Well, that's what my podcast, Making Space, is all about. Real conversations with people who've learned how to live with purpose and heart. Think authors, thought leaders, actors, performers. And every time I walk away with something that changes how I see the world. And I think you will too. Join me for Making Space every week. wherever you get your podcasts.