SPEAKER_02
0:37
Let's
move
into
our
next
segment.
And
that's
um
a
hidden
supply
chain.
Speaking
of
like
hidden
aspects
of
logistics
and
supply
chain,
um,
but
I
just
got
back
from
a
trip
to
Japan
and
Blythe
Milligan
here,
Grace
Sharkey,
and
uh
this
is
everything
is
logistics
presented
by
SPI
Logistics.
And
I
wanted
to
talk
about
this
story
because
everyone's
talking
about
AI,
everyone's
talking
about,
you
know,
sort
of
the
uh
the
chip
environment,
uh,
and
you
know,
who
the
chips
shortage
and
how
chips
are
in
AI
chips
are
in
everything.
And
there's
one
company
in
Japan
that
is
famous
for
heated
toilets,
and
they're
now
a
critical
link
in
the
AI
chip
supply
chain.
This
is
not
a
metaphor,
it's
the
same
company,
the
same
kilns
used
to
make
their
ceramics
is
the
same
ceramic
craft
that's
used
to
or
lithography,
I
think
machine
is
is
the
way
it's
it's
phrased.
Um,
but
at
the
company
is
called
Toto,
and
I
want
to
bring
up
really
quick
the
best
toilet
ever.
SPEAKER_01
1:42
Did
you
have
some?
Did
you
use
a
Toto?
SPEAKER_02
1:44
Uh
listen,
my
obsession
now
with
bidets,
like
I
have
a
you
know
the
Amazon
like
attachment
bidet
to
the
toilet,
and
but
it's
not
it's
first
of
all,
what
changed
my
brain
chemistry
over
in
Japan
is
the
fact
that
the
toilet
seat
always
stays
warm.
SPEAKER_01
2:03
Love
that.
SPEAKER_02
2:04
There's
also
another
aspect
of
the
bidets
in
Japan
that
they
have
um
privacy
music.
So
if
you're
in
a
public
restroom
and
you
don't
want
to
hear
other
noises
from
other
people,
or
maybe
you're
doing
something
and
you
don't
want
other
people
to
hear
your
noises,
you
can
turn
on
the
no
the
privacy
music.
And
it's
like
nature,
like
water
running,
you
know,
birds
chirping,
you
know,
things
like
that.
And
you
can
turn
the
volume
all
the
way
up
to
where
nobody
else
can
hear
what
you're
doing,
or
it's
just
you
know,
kind
of
it
kind
of
drowns
out
the
the
gross
noises
that
go
on
in
a
public
restroom.
Um,
so
that
blew
my
mind.
Um,
I
would
say
the
warm
toilet
seat,
because
I
always
like
to
get
up
in
the
middle
of
the
night
to
go
pee.
This
is
probably
TMI,
but
whatever.
Um,
I
always
get
up
in
the
middle
of
the
night
once
to
go
pee.
And
when
I
was
doing
that
in
Japan,
because
it
takes
you
forever
for
I
don't
know
that
your
body
ever
actually
adjusts
to
that
kind
of
time
difference,
but
that
was
such
a
pleasant
experience
to
be
able
to
sit
down
on
a
warm
toilet
seat.
SPEAKER_01
3:14
You
don't
even
live
in
the
cold.
Like,
imagine
can
you
imagine
my
winters?
SPEAKER_02
3:18
Oh
my
god.
And
the
the
warm
water
that
instantly
comes
from
it,
anyways.
Um,
so
yeah,
the
the
Japan
is
uh
far
and
away
the
best
toilet
maker
in
the
world,
but
because
they
are
so
good
at
making
ceramics,
there
are
now
um
a
key
component
or
a
key
part
of
the
AI
chip
manufacturing.
Um,
so
I'm
gonna
play
this
video
from
Nick
Conley,
and
hopefully
you
guys
can
hear
the
audio
from
it.
Hold
on.
SPEAKER_00
3:45
Somebody
that
makes
Japan's
most
famous
smart
toilet
is
secretly
one
of
the
most
critical
suppliers
in
AI
chip
manufacturing,
and
almost
nobody
knows
it.
Meet
Todo.
Founded
in
1917,
the
company
spent
decades
perfecting
the
ceramics
inside
their
watchlet
toilets.
That
same
ceramic
expertise
turned
out
to
be
exactly
what
the
semiconductor
industry
needed.
Since
the
1980s,
Toto
has
been
manufacturing
electrostatic
chucks,
precision
ceramic
components
that
hold
silicon
wafers
perfectly
still
while
microscopic
circuits
get
carved
into
them
at
extremely
low
temperatures
during
a
process
called
cryogenic
etching.
One
slip
and
the
chip
is
destroyed.
And
that
is
where
every
other
material
had
failed.
Toto's
ceramics
stay
stable
under
temperatures
and
thermal
stress
that
would
cause
other
materials
to
warp
or
crack,
making
them
the
dominant
supplier
for
the
tools
that
manufacture
3D
NAND
memory
chips,
the
same
chips
powering
AI
data
centers
worldwide.
Here's
where
it
gets
insane
that
ceramics
business
now
generates
over
40%
of
Toto's
entire
operating
profit.
UK
investment
firm
Pallister
Capital
just
took
a
major
stake
and
called
Toto
the
most
undervalued
and
overlooked
AI
memory
beneficiary
in
the
world.
The
stock
is
already
up
nearly
40%
in
2026.
But
the
craziest
part,
the
market
still
sees
a
toilet
company.
The
chips
inside
every
AI
system
you
have
ever
used
were
built
using
parts
made
by
the
same
company
that
perfected
the
heated
toilet
seat.
If
you
want
to
stay
updated
with
the
latest
tech
news,
follow
incredible,
right?
SPEAKER_02
5:07
I
that
I
would
have
never
had
any
idea
that
that
a
toilet
maker
from
Japan
would
have
play
a
key
role
in
our
AI
chip
manufacturing.
Um,
but
yeah,
it
it
it
definitely
does.
And
Chris,
you
used
to
live
in
Japan.
So
did
you
did
you
have
were
were
the
the
toilets
like
this
when
you
lived
there?
SPEAKER_01
5:29
So
I
don't
okay,
so
yes,
they
weren't
all
totos.
I'll
say
that.
So
I
when
I
lived
there,
I
actually
lived,
which
is
like
perfect
because
it's
it
was
about
the
same
as
my
family,
but
I
lived
in
a
with
a
more
middle
class
family,
where
a
couple
of
my
other
students,
like
a
couple
of
uh
the
United
States
students
that
came
with
me,
were
definitely
a
little
bit
more
upper
class.
Um,
but
we
definitely
did
have
that
type
of
toilet,
like
it
definitely
had
a
heated
seat.
That's
like
very
norm.
I'm
trying
to
remember
in
school
if
we
had
those.
I
don't
think
we
what
were
you
there
for?
SPEAKER_02
6:10
It
was
just
like
an
exchange
program.
SPEAKER_01
6:12
Yeah,
I
was
there
for
an
exchange
program.
SPEAKER_02
6:14
So,
how
old
were
you?
Uh
seventh
grade.
Oh,
seventh.
Oh,
wow.
I
thought
you
were
about
to
say
17.
So
seventh
grade.
So
you
lived
over
there
for
what
a
year?
SPEAKER_01
6:27
Yeah,
if
you
look
at
your
phone,
I
sent
you
some
pics
last
night
too.
SPEAKER_02
6:30
I
I
did
see
those
photos.
SPEAKER_01
6:31
I
didn't
live
there.
No,
I
didn't
live
there
for
a
year,
it
was
about
a
month.
Um
and
then
they
came
and
lived
with
us
for
the
same
amount
of
time.
Oh,
interesting.
So
it
was
like
really
cool.
Oh,
yeah.
My
mother,
let
me
tell
you,
yeah.
This
she
she
she
would
like
yell
things.
I'm
like,
she's
not
deaf,
she
just
doesn't
speak
anything.
Like,
but
my
to
to
my
mom's
credit,
she
ended
actually
doing,
she
ended
up
becoming
a
leader
in
the
program.
So
I
went,
I
did
it
for
one
year,
but
she
did
it
for
four
years
in
a
row.
Um,
so
she's
been
in
Japan
way
more
than
me.
But
uh
yeah,
so
uh
like
we
would
go
there
so
for
a
whole
like
year,
almost
two
years,
we'd
write
to
each
other.
So
our
jet
we
take
Japanese
and
then
we'd
write
letters
back
and
forth
to
each
other,
and
then
um
we
spent
like
a
basic
basically
a
whole
month
going
to
school
there.
Um,
and
then
they
would
come.
They
came
like
I
think
four
or
five
months
later
and
came
to
school
here.
Um
and
actually,
unfortunately,
I
don't
even
know
if
they
come
over
here
anymore
because
they
did
not
like
a
lot
of
like
the
they're
big
against
guns.
Um,
so
during
it
was
right
around
like
COVID
and
stuff,
like
they
just
uh
because
of
some
of
the
big
shootings,
they
stopped
letting
their
kids
come
over.
I
think
this
past
year
they
finally
turned
it
back
on.
Um,
but
it
was
awesome
because
we
like
full
on
went
to
school
with
them,
um,
took
Japanese
classes.
I'll
say
I
was
awesome
at
math
because
you
know
what?
Numbers
are
the
same
everywhere.
Um
but
it
was
really
interesting
too
because
I
like
the
one
thing
I
take
out
of
it
that
I'm
like,
wow,
it'd
be
we
have
a
lot
more
people,
so
be
a
lot
more
expensive.
But
like
in
their
schools,
I
I
first
off
their
overall
school
situation,
I
think
is
10
times
better.
By
the
time
you
get
into
high
school,
you
have
to
kind
of
figure
out
what
trade
or
like
what
you
want
to
do,
and
then
you
go
to
a
high
school
for
like
that
thing.
Like
you
actually
have
to
apply
to
high
schools
in
in
Japan,
you
don't
just
like
go
to
the
one
in
your
district,
um,
which
I
think
is
really
smart.
Um
and
but
also
you
like
you
go
the
dentist
comes
once
a
month,
a
doctor
comes
once
a
month
because
there
was
like
a
day
where
like
we'd
even
like
we
basically
had
to
go
to
like
our
own
class
because
they
were
all
like
in
line
to
see
the
dentist.
Um
we
had
like
wood
shop,
we
had
like
some
classes
like
we
didn't
really
have
here,
so
that
was
really
cool.
But
yeah,
like
we
straight
up
just
like
lived
at
their
house,
you
know,
had
breakfast,
lunch,
dinner
there.
Um,
like
on
the
weekends
as
a
group,
we
would
go
to
like
Kyoto,
um,
or
like
some
because
this
was
in
the
Shiga
Prefecture,
so
I
think
it's
in
the
prefecture
south
of
where
you
were.
SPEAKER_02
9:24
Um,
but
it's
almost
like
a
set,
like
not
a
subdivision,
but
like
a
suburb,
from
Brooklyn
to
New
York,
kind
of
no.
SPEAKER_01
9:33
Oh
well,
I
guess
so
with
how
big
Japan
is.
A
prefecture
is
like
a
state,
so
like
we're
like
the
state
underneath
you.
Um,
and
actually,
my
the
town,
it
used
to
be
Konancho,
but
it
got
bigger,
so
now
it's
like
Kokashi,
I
think.
Like
instead
of
a
town,
it's
a
city.
Um,
and
so
it's
it's
closer
to
Q
uh
me
trying
to
use
my
hand
as
a
map.
Hand's
kind
of
like
this.
Like
Tokyo's
more
north
than
we
were,
but
uh
no,
it
was
awesome.
SPEAKER_02
10:03
And
you
really
have
to
like,
you
know,
I
mean,
I
we
had
chaperon,
so
like
in
terms
of
the
house,
it
was
just
like
it
was
a
it
was
a
really
great
learning
experience
to
like
be
on
your
own,
you
know,
and
like
know
that
you
could
like
survive
without
your
parents
at
seven
in
seventh
grade,
you
know,
like
um
well
we
even
saw
like
little
kids
in
school
uniform
like
walking
to
school
and
come
to
find
out,
you
know,
they
just
learn
from
you
know,
like
very
young
ages,
like
under
five
years
old,
of
you
know,
how
to
you
know
be
self-sustainable
and
how
to
walk
yourself
to
school
and
they
don't
really
have
to
worry
about
you
know
crime
or
anything
like
that.
Um,
because
it's
just
you
know,
it's
it
just
it's
unfathomable
for
you
know
something
to
happen
to,
I
guess,
a
child.
Um
you
know,
in
in
I
I
don't
know
how
many
families
would
allow
their
kids
to
you
know
walk
a
few
miles
to
school,
but
it
it
seemed
to
happen
there.
Not
maybe
not
a
few
miles,
but
no
the
closest
school.
SPEAKER_01
10:59
Especially
in
the
United
States
now,
it's
like
my
parents
live
across
from
school
at
three
o'clock.
There's
more
cars
than
I've
ever
seen.
These
kids
they're
not
even
allowed
to
like
cross
the
street
in
a
suburb
without
like
an
adult.
It's
crazy.
Safe
girl,
yeah.
And
and
we
had
to
you
we
had
to
wear
the
uniforms
too.
It
was
it
was
really
fun.
Um
and
but
what
I
think
was
like
was
super
cool
about
was
just
like
well,
I
I
you
know
I'm
interested
from
your
perspective
too,
because
I
I
remember
being
clearly
a
kid
and
being
like,
oh
my
god,
I'm
not
gonna
have
any
idea
what
these
people
are
saying.
Like,
I
was
okay
at
Japanese,
but
like
I
can
read
it,
and
still
today
I
can
read
it
10
times
better
than
I
could
say
it.
Um
but
then
I
like
got
there
and
I
was
like,
okay,
as
long
as
I
know
like
Doka,
like
I
know
like
where,
like,
where,
when,
and
why,
so
you
know,
like
where
are
you
taking
me
basically?
I
can
figure
it
out.
And
uh
it's
just
like
the
language
barrier
wasn't
anywhere
near
as
bad
as
I
had
maybe
expected
it
to
be
at
that
age.
Um
and
the
food
is
oh
my
god,
the
food
is
fantastic.
SPEAKER_02
12:04
The
sushi
and
wagu
was.
I
mean,
we
stayed
re
uh
next
to
the
Tejuski.
I'm
probably
mispronouncing
that
uh
fish
market.
And
it
was
one
of
these
fish
markets
that
uh
closes
most
of
the
shops
start
closing
down
at
around
noon,
so
you
got
to
get
there
early.
Um,
but
you
can
pay
four
bucks
and
you
know
get
the
best
steak
that
you've
had.
You
can
get
a
giant
crab
leg
um
for
20
bucks.
You
can,
you
know,
get
this
sushi
platter,
you
know,
with
like
uh
this
fatty
bluefin
tuna
that's
the
best
sushi
you've
ever
had
in
your
life,
and
you
can
for
you
know,
half
hour.
SPEAKER_01
12:42
That's
what
I
wanted
to
ask
you
because
until
honestly,
probably
like
the
last
couple
years,
and
I
mind
you,
I
went
in
seventh
grade.
I
the
sushi
American
sushi
is
so
like
I
don't
know
how
to
explain
it,
but
I
just
remember
like
for
the
longest,
I
was
like,
none
of
this
tastes
good.
Like
it
was
just
Japanese
sushi
was
so
good
and
so
fresh,
and
like
I
don't
know
how
to
explain,
maybe
not
just
like
soaked
in
spicy
mayo
and
eel
sauce
that
like
it's
was
more
edible,
but
it
took
me
so
long
to
like
eat
American
sushi
like
on
a
regular
basis,
let
alone
like
at
all,
because
it
was
like
just
so
fresh,
like
the
fast
food
was
delicious.
SPEAKER_02
13:29
Yeah,
we
had
McDonald's
while
we
were
there
too,
just
to
taste
it.
You
could
actually
see
because
I'm
I
have
grown
up
on
McDonald's,
I
loved
McDonald's,
but
the
last
couple
of
years
uh
we've
gotten
it
maybe
once
or
twice,
and
it's
just
been
gross.
Like
the
chicken
nuggets
are
just
I
don't
know
what
they're
putting
in
them
or
what
they're
not
putting
in
them.
It
just
hasn't
been
a
good,
I
always
get
a
McDouble,
and
because
I
love
the
little
onions
on
a
McDouble.
I
love
a
McDouble,
but
the
patties
are
like
so
thin
now,
like
paper
thin,
where
you
can
barely
see
it.
You
eat
a
McDouble
in
Japan,
and
you're
actually
getting
a
quality
burger
over
there,
and
it's
like
these
people
have
just
been,
you
know,
just
pushing
it
and
pushing
it
just
to
see
how
much
they
can
charge
us,
how
much
they
can
do
the
shrinkflation.
And
they're
I
think
that's
finally
like
speaking
of
we
we
talked
about
this
earlier,
you
know,
just
overextending
yourself
and
seeing
how
much
you
can
just
sort
of
you
know
pull
from
the
American
consumer.
And
McDonald's
is
a
perfect
example
of
that
of
how
much
can
they
charge
you,
and
then
how
much
can
they
decrease
the
quality
of
their
products?
And
it's
uh
I
think
that
it's
definitely
biting
them
in
the
ass.
SPEAKER_01
14:51
They
come
back
like
twice
a
year
with
like,
hey,
we
have
a
new
product,
and
they
just
threw
like
barbecue
sauce
and
like
like
um
fried
onions
on
something,
the
fillet
of
fish
or
the
mcrib.
SPEAKER_02
15:02
And
it's
like,
I
if
you
can't
get
thank
god
that
they've
never
done
anything
to
the
fries,
and
the
fries
tasted
the
same,
I
will
say
that.
But
uh,
Japan
had
the
spicy
chicken
nuggets,
the
spicy
chicken
nuggets
were
incredible.
I'm
getting
hungry
just
thinking
about
it.
SPEAKER_01
15:16
Don't
they
like
a
shrimp?
SPEAKER_02
15:17
I
saw
it,
but
I
know
I
I
we
were
also
like
the
thing
with
Japan
is
that
we
wanted
to
eat
so
much
that
we
didn't
even
have
like
an
omakase
experience.
For
for
folks
who
don't
know,
an
omakase
experience
is
like
where
it's
like
a
12-course
meal
that
you
go
to
a
really
nice
restaurant
um
and
and
you
get
that
full
big
meal.
We
were
eating
so
much,
but
we
weren't
eating
a
lot.
Um,
so
when
we
did
like,
okay,
we're
gonna
spare
a
little
bit
of
like
stomach
room
for
McDonald's.
Um,
we
did
we
we
split
fries,
one
order
of
chicken
nuggets,
and
one
McDouble.
And
it
was
incredible.
I
should
have
taken
a
photo
of
the
actual
like
beef
patties
because
I
was
shocked
that
they
you
could
actually
view
them
and
you
could
actually
view
each
one
because
it
just
hasn't
happened,
you
know,
here
in
in
the
States
in
in
quite
a
while,
to
the
point
where
I'm
like,
I
don't
even
want
to
eat
this.
Like
it's
not,
it's
not
even
a
guilty
pleasure
anymore
because
it
just
doesn't,
it's
not
pleasurable
to
eat
it.
Um
so
I
think
that
they
you
know
that
to
your
point,
like
the
food
is
just
so
fresh
and
just
the
level
of
ingredients.
I
will
say
something
that
was
slightly
disappointing
was
some
of
like
the
strawberry
snacks.
I
thought
the
strawberry
would
be
on
point
in
Japan,
especially
from
like
um
like
a
7-Eleven.
Like
I
loved
their
egg
salad
sandwich.
I'm
actually
going
to
um
the
grocery
store
tonight
so
I
can
try
to
replicate
like
the
egg
salad
sandwich
that
I
got
from
there,
which
is
phenomenal.
Um,
but
uh
the
like
the
strawberry
donut
and
things
like
that.
I
think
my
American
taste
buds
just
weren't
there
yet.
Cause
I'm
like,
I
feel
like
it
needs
some
red
dye
for
it.
Like
it
needs
something,
it
doesn't
taste
sweet
enough.
Um,
so
that
would
be
my
only
like
mild
complaint.
But
then
on
the
flip
side,
I
don't
know
if
you
had
like
the
fluffy
pancakes
while
you
were
there.
No
chef's
kiss,
like
all
worth
all
the
hype.
SPEAKER_01
17:11
I
can
make
I
know
how
to
make
now,
and
I
I
wouldn't
do
it
on
camera
because
it's
not
gonna
be
like
great
clean.
You
know,
you
can
get
like
the
egg
where
they
like
cut
the
egg
and
then
it
like
unflips.
Yeah,
I
can
like
do
that
now,
like
that.
I
think
is
fun.
Um,
the
one
other
thing,
too.
I
wanted
to
ask.
Well,
one,
I
saw
you
discovered
how
good
the
air
food
can
be.
Um,
maybe
that
was
your
post.
Did
you
post
uh
flying
over
there
getting
food
on
the
plane?
SPEAKER_02
17:40
Oh
my
god,
Japan
Airlines,
which
shout
out
to
them.
They
gave
me
a
little
model
plane,
the
best
airline
I've
ever
flown.
Yeah,
so
nice,
hospitable.
I
mean,
just
I
think
we
got
four
meals
on
that
flight.
Like
it
is
good
food,
yeah.
Yeah,
it
was
damn
good
food.
We
actually
had
very
good
food
on
most
of
our
flights
because,
especially
that
area
of
the
world
and
not
just
um
the
Japan
Airlines,
even
though
we
flew
like
you
know,
Air
India,
Air
Canada,
things
like
that,
I
would
not
put
them
at
the
same
level
as
Japan
Airlines,
but
their
food
was
still
phenomenal
because
it
was
like
curry
everything,
and
it
was
like
eggs,
but
you're
gonna
have
curry
sauce
on
it,
and
here's
some
roamy
bread,
like
it's
it's
curry
everything,
um,
which
I
loved.
But
if
you
if
you're
like
my
cousin
who
was
over
in
Sri
Lanka
with
us
as
well
for
a
wedding,
um,
because
we
did
Japan
and
then
we
did
went
to
Sri
Lanka
um
for
a
wedding.
My
cousin
does
not
do
seafood
and
she
does
not
do
uh
spicy
food.
So
she
was
um
poor
girl
Sri
Lanka.
Yeah,
you
know,
they're
an
island
off
the
southeast
coast
of
India,
and
so
uh
there
it's
a
lot
of
seafood
and
it's
a
lot
of
curries.
So
she
was
she
was
struggling
a
bit.
SPEAKER_01
18:52
That
and
then
the
other
thing
too
is
the
vending
machines.
Um
that
situation's
still
happening,
but
you
can
just
you
can
get
in
what's
it
was
like
gambling,
uh
not
just
from
like
a
food
perspective.
Booze,
you
can
get
I
mean,
I
love
the
pop
aspect
of
the
machines.
I
think
I
might
still
have
might
be
downstairs.
Um
I
remember
getting
like
a
great
soda,
and
I
was
like,
this
packaging
is
just
so
cool.
SPEAKER_02
19:16
Like
what's
everything's
kawaii,
everything's
cute,
and
yeah,
everything
you
got
the
language
down.
Yeah,
I
got
kawaii
and
I
got
ergato
no
go
goze.
Yes.
So
yeah,
it's
just
thank
you
very
much
after
every
conversation
that
I
speak
in
English.
SPEAKER_01
19:37
So
gozayamas,
he
was
nice
clearly.
SPEAKER_02
19:42
There
was
um,
you
you
had
kind
of
touched
on
it
earlier,
but
I
did
just
want
to
briefly
bring
it
up
because
um
that
there's
um
Big
Disney,
Disney
head
and
living
so
close
to
Orlando,
I've
grown
up
going
to
the
parks.
This
was
my
first
out-of-the-country
park
that
I'd
ever
been
to.
And
for
folks
who
don't
know,
um,
Tokyo
has
two
Disney
parks.
They
have
their
Tokyo
Disneyland
and
then
they
have
Tokyo
Disney
Sea.
And
Tokyo
Disney
Sea,
if
you've
been
to
the
Walt
Disney
World
area
or
familiar
with
the
brand,
it's
kind
of
like
their
Epcot
instead
of
countries,
though,
like
what
Epcot
has
is
different
countries
with
different
food
and
drinks
and
shopping
from
like
nine
different
countries.
Um,
this
Tokyo
Disney
Sea
centers
around
ports.
So
it
was,
I
mean,
it
was
perfect
for
me
to
go
to
because
number
one,
they
had
a
food
and
wine
festival
going
on,
which
was
a
little
disappointing,
I'll
be,
I'll
be
honest,
um,
because
it
wasn't
anything
like
Epcot's.
Um,
they
didn't
have
like
the
carts
and
the
different
experiences,
you
know,
outside
of
each
country.
Um,
you
know,
this
all
of
the
the
food
and
the
snacks
and
things
were
built
into
existing
restaurants.
Um,
so
it
just
kind
of
it
was
a
little
lackluster
for
the
food
and
wine
experience.
Um,
but
they
made
up
for
it
by
celebrating
their
25th
anniversary.
SPEAKER_01
21:49
And
so
um
back
to
like
the
ports,
I
brought
some
like
little
that
it
was
all
ports
oriented,
or
did
you
just
show
up?
SPEAKER_02
21:57
Oh,
you
did.
So
I
I
did
know
because
um
I
was
like,
well,
instead
of
like
drinking
around
the
world,
we
can
just
do
like
drink
around
the
ports.
SPEAKER_01
22:04
Um,
but
it
was
so
far
if
your
husband
was
like,
like,
you
didn't
know,
and
he
just
showed
up.
He's
like,
Oh
god.
SPEAKER_02
22:11
No,
I
told
him
in
advance
because
they
also
they
have
it.
I
I
bought
this
um
a
few
little
like
merch
things.
They
have
a
mermaid
lagoon,
and
so
I
sent
him
a
video
of
like
the
mermaid
lagoon
as
like
one
of
their
ports.
Um,
so
I
don't
know
if
you
can
see
a
little
bit,
but
that's
the
mermaid
lagoon.
I'm
showing
an
image
up
on
the
screen
of
like
these
little
bags
of
like
each
port.
So
they
have
um
these
like
main
ports,
and
so
it's
like
air
ariel
growing
up,
a
Florida
girl.
Like,
I
freaking
love
Ariel,
like
Ariel
is
like
top
three
Disney
princess
for
me.
She
might
be
like
one
A.
Uh,
or
I
think
she's
one
B.
I'm
gonna
go
Belle
1A.
SPEAKER_01
22:47
They're
still
here,
you
know,
like
very
good
conversation
right
now.
Well,
you
know,
we
have
a
Bell
girl,
so
I
that's
my
follow-up
question.
SPEAKER_02
22:54
Yeah,
I
I
think
Belle
is
is
one
A,
Ariel's
one
B,
and
then
Jasmine,
and
then
Tiana,
and
then
Aurora.
That's
my
top
five.
And
I
think
it's
a
flawless
top
five
if
I
do
say
so
myself.
SPEAKER_01
23:05
Um,
especially
for
Aurora
in
that
good
job.
SPEAKER_02
23:08
I
so
I
freaking
saw
this
TikTok
of
like
it
all
being
like
ports
themed,
and
then
they
have
an
aerial
port.
I
sent
it
to
my
husband,
and
I
was
like,
I'm
gonna
crash
out.
Like
it's
and
I
indeed
did
um
at
some
of
the
different
shopping
experiences,
especially
in
the
mermaid
lagoon,
because
it's
all
kind
of
under
the
sea
vibes,
and
there's
a
lot
of
like
little
kid
rides.
Of
course,
because
it
is
Disney.
Um,
but
they
had
uh
Little
Mermaid
play
it.
SPEAKER_01
23:35
If
you've
been
to
Disney
World,
you
know
that
Ariel's
ride
is
shit.
I
actually
love
that
ride.
Like
compared
to
the
experience
you're
talking
about
right
now,
like
a
whole
situation
of
Ariel,
like
Ariel's
an
afterthought
at
Disney
World,
you
know,
like
Snow
White
is
now
the
owning
that
area,
that
property,
and
so
I'm
sure.
Yeah.
Sorry
for
all
the
snow
white
girls,
girlies
out
there.
SPEAKER_02
24:02
There's
no,
I've
never
met
a
single
person
who's
like
Snow
Whites
in
my
top
five.
SPEAKER_01
24:05
Well,
it's
just
like
Belle.
Like
Belle
now
has
like
a
little
castle
and
restaurant,
but
she
doesn't
have
a
ride.
But
did
you
get
to
the
city?
SPEAKER_02
24:13
She
does
at
uh
Tokyo
Disneyland.
I
know.
SPEAKER_01
24:15
Um
that's
why
I
want
to
go
there
so
bad.
SPEAKER_02
24:18
I
I
chose
the
Tokyo
Disney
C
because
it
was
like
kind
of
like
Epcot.
I,
you
know,
I'm
not
interested
in
going
to
like
a
copy
paste
of
you
know
a
park
that
I've
gone
to,
you
know,
a
ton.
Um,
but
I
you
what
is
crazy
though
is
that
you
can
see
the
castle
from
the
highway
in
Japan.
Like
we
were
on
the
way
to
the
airport,
and
I
was
looking
at
this
hotel
and
I
was
like,
oh
my
God,
that's
such
a
fancy
hotel.
Where
is
that
coming
from?
And
then
boom,
it's
the
castle.
And
so
for
folks
who
may
not
be
aware,
um,
Tokyo
Disney
Sea
also
opened
up
in
2024
an
area
called
Fantasy
Springs.
And
so
Fantasy
Springs
is
one
of
their
newer
ports,
but
it
basically
is
all
of
the
princesses
and
all
of
like
sort
of
the
fantasy
elements
um
of
Disney
into
one
area.
And
so
that
was
a
really
beautiful
area.
It
used
to
be
like
a
separate
ticketed
place
that
you
needed
an
additional
ticket
in
order
to
get
into.
Um,
but
they
they
removed
that
rule
earlier
this
year.
Um,
and
so
getting
back,
I
guess,
to
the
the
other
ports,
in
case
you
guys
were
were
curious.
Um,
so
they
had
the
mermaid
lagoon,
I
showed
you
that,
but
here
is
the
Arabian
coast,
too.
So
if
you
walking
around
these
areas
are
so
beautiful,
they're
so
detailed.
Um,
the
other
one
that
whenever
you
first
walk
into
the
park
is
um
the
Mediterranean
harbor,
which
hopefully
it
kind
of
clears
up.
If
you're
watching
this
on
the
screen,
I'm
showing
up
these
little
bags
of
like
what
is
the
theme
of
that
different
port.
And
then
the
other
one
is
the
Lost
River
Delta,
so
very
like
Central
South
America
themed.
So
trying
to
get,
you
know,
the
Arabian
coast,
um,
obviously,
you
know,
Japan
and
you
know,
the
Asia
area,
and
then
um
South
America
is
all
the
that's
what
the
entire
park
is
themed
around.
So,
of
course,
I
went
there,
of
course,
I
had
a
fantastic
time,
but
I
just
thought
it
was
kind
of
goes
back
to
the
saying
of,
and
I
guess
maybe
to
sort
of
round
out
this
um
Japan
segment
is
that
I
heard
this
quote
once
is
that
Japan
is
everything
you
know
but
more.
And
it
doesn't
quite
make
sense
until
you're
there
that
everything
you
kind
of
like
fandom
wise,
um
gosh,
I
mean,
I
think
fandom
culture
is
just
so
huge
there
in
a
variety
of
ways.
I
mean,
we
talked
about
the
toilets
for
God's
sakes,
like
you
know,
everything
but
more.
So
everything
that's
a
part
of
your
like
sort
of
daily
life,
they've
kind
of
spent
yeah
they
have
people
there
that
have
spent
years
perfecting
it.
Um,
ceramics
comes
to
mind,
of
course,
because
of
you
know,
the
the
the
toilets,
but
even
like
Disney,
like
a
Disney
park
like
that,
so
incredibly
detailed.
Um
the
storytelling
that
goes
into
the
park.
Um,
and
then
even
from
you
know,
the
the
gas
stations
or
the
convenience
stores,
you
know,
everything
inside
of
them.
The
food
is
impeccable.
Um,
they
you
know,
they
sell
cups
of
ice
in
order
to
mix
like,
you
know,
this
all
of
this
maybe
like
drink
culture
where
you
grab
all
these
different
types
of
drinks
to
make
your
own
custom
drink
and
um
from
skincare,
uh,
you
know,
shopping
for
God's
sakes.
I
mean,
and
and
probably
my
my
favorite
souvenir
from
the
entire
trip,
something
completely
free
is
they
have
all
of
these
different
stamps
that
you
can
get
for
free
at,
and
I
don't
know
if
they
had
this
when
when
you
were
there,
but
all
of
the
um
like
the
train
stations,
um
pop-up
shops,
uh
uh
they
have
all
of
these
like
little
stamp
kiosks
where
you
can
take
your
little
book,
a
little
notebook,
and
they
have
a
stamp
right
there
and
you
can
stamp
your
notebook.
Um,
so
a
perfect
use
case
was
uh
like
uh
different
temples
have
their
own
stamps.
And
so
if
you
go
inside
the
temple,
you
find
the
you
find
the
stamp
stand.
And
um,
of
course,
you
know,
you
stamp
your
little
book
and
you
can
kind
of
move
on.
They
do
it
at
all
the
train
stations.
Um,
and
then
there
were
like
some,
you
know,
if
you
follow
like
anime,
there's
like
a
there
was
a
one
piece,
you
know,
pop-up
that
had
their
own
stamp
there
as
well.
And
so
it's
a
kind
of
a
way
to
get
people
to
come
to
your
pop-up
store,
not
that
they
needed
a
stamp
in
order
to
do
that
because
it's
so
incredibly
popular.
Um,
but
it
was,
I
thought
it
was
just
such
a
creative
way
to
get
people
to
explore
different
areas
of
the
city.
And
you
have,
I
have
one
of
the
coolest
souvenirs
I've
ever
gotten
from
any
city
I've
ever
been
to
that
I
can
look
back
on.
Um,
and
they
even
had
like
um,
and
I
don't
know
that
the
you
know,
Japan
or
like
any
government
entity
created
this,
but
they
have
a
an
app
that
was
like,
you
know,
stamps,
you
know,
in
Japan.
And
you
could
pull
up
wherever
you
are
in
the
city
or
in
downtown
Tokyo.
I
don't
know
if
they
did
it
statewide,
but
in
to
any
part
of
Tokyo,
you
could
pull
up
this
app
and
you
could
find
all
of
the
nearby
stamps
and
go
in
and
check
out
that
business
or
that
check
out
that
temple
that
you
might
not
have
known
was
even
around
the
corner,
because
that
was
another
cool
aspect
is
like
you
just
had
these
shrines
and
temples
that
you
know
are
just
existing
in
like
downtown
areas.
Um,
so
you
know,
it
was
it
was
definitely
um
super
fun
trip
and
there
were
a
lot
of
logistics,
you
know,
kind
of
tied
around
it.
Um,
but
I
thought
those
were
probably
two
of
the
the
bigger,
like
kind
of
pull
stories
is
you
know,
the
the
port-themed
theme
park,
which
I
don't
know
exists
anywhere
else,
and
then
the
secret
supply
chain
of
ceramics
and
how
they
play
a
role,
how
a
toilet
maker
from
Japan
plays
a
role
in
modern-day
technology,
where
you
know,
AI
chips
uh
or
just
chips
in
general,
semiconductors,
you
know,
all
that
is
involved
within
that
supply
chain
that
powers
our
everyday
life.
SPEAKER_01
29:42
Um
key
component
of
that
comes
from
Japan
too,
which
is
so
crazy
because
I
think
we've
talked
about
semiconductors
before,
and
I
almost
wonder
if
like
uh
Toto
has
like
a
um
ceramic
like
uh
IP
or
something
that
like
no
one
else
could
get
because
of
how
they're
explaining
that,
you
know.
SPEAKER_02
30:03
Well,
I
think
it's
two
companies
total
that
um
that
control
essentially
that
entire
supply
chain.
And
I
think
I
I
got
an
image
um
that's
up
on
the
screen.
I
had
uh
all
of
my
notes,
I
felt
I
filtered
it
through
uh
ChatGPT
and
it
came
up
with
um
this
image
that
to
use
for
this
uh
for
this
episode
to
talk
about
all
of
the
different
you
know
sort
of
toilets
in
the
chip
supply
chain.
So
if
you're
if
you're
just
listening,
it's
just
basically
an
image
that
kind
of
talks
in
detail
about
what
we
just
talked
about,
just
in
a
slightly
you
know
more
condensed
way.
Um,
but
it
talks
about
this
company
in
particular,
founded
in
1917.
Um,
a
washlet
maker
turned
chip
supplier.
Um,
I
think
they
actually
had
lost
money
for
like
30
years
until
they
started
doing
chip
manufacturing
and
not,
you
know,
not
investment
advice,
but
um
the
the
stock
price.
I
would
um
I
know
I
immediately
went
to
that's
I
immediately
added
it
to
my
Fidelity
account
because
they're
only
one
of
two
makers.
And
if
uh
hey
the
I
have
a
the
philosophy
of
uh
investing
in
the
the
picks
and
the
shovels.
Um,
and
so
this
was
one
company
that
I
was
like,
well,
it
sounds
like
this
is
something
I'm
gonna
invest
in.
Um
so
yeah,
you
can
feel
not
investment
advice.
Uh
I
have
to
give
that
caveat,
but
uh
it's
definitely
something
I'm
looking
into.
SPEAKER_01
31:22
What
toilet
advice?
It
is
not
pressure,
it
is
not
investment
advice,
but
it
is
toilet
advice.
SPEAKER_02
31:29
Yes.
And
did
you
know
that
you
can,
if
you
too
have
invested
in
a
very
affordable
Amazon
bidet
attachment,
that
Amazon
also
sells,
and
I'm
sure
there's
other
people
that
sell
this
as
well.
I
just
haven't
looked
that
far.
Um,
but
that
you
can
get
a
heated
warm
seat,
and
you
can
also
get
instant
heated
water.
Um,
I'm
not
sure
how
exactly
they
do
that,
but
it's
only
a
few
hundred
bucks.
I
would
have
expected
that
to
be,
you
know,
added,
you
know,
an
extra
zero
on
the
end
of
that.
Um,
but
I
probably
still
would
have
paid
it.
But
the
fact
that
it's,
you
know,
you
can
get
the
same,
mostly
the
same
thing
as
the
the
two
biggest
features
that
I
love
the
heatedness,
a
few
hundred
bucks.
SPEAKER_01
32:10
They're
not
even
that
expensive.
Low
key,
I
low
key
too.
I
feel
like
I
need
a
new
toilet.
That's
weird.
What
a
weird.
No,
I
just
I
I
cannot
go,
I
cannot
come
back
from
that
comment.
SPEAKER_02
32:31
I
think
anybody
who's
been
understands,
like
they
they
just
understand,
and
if
you
don't,
soon
soon
you
will
understand.
Amazon
has
a
return
window
that
that
you
can
take
advantage
of
as
well.
SPEAKER_01
32:44
Yeah,
exactly.
No,
they're
really
not
that
expensive.
SPEAKER_02
32:48
It's
only
a
few
hundred
bucks,
and
I
say
only
with
the
caveat
of
it
brings
that
much.
It's
like
what
people
say
whenever
you're
investing
in
a
mattress,
like
if
you
spend
that
much
time
sleeping,
then
you
should
invest
in
something
that's
gonna
give
you
a
better
quality.
And
I
I'm
gonna
girl
math
it
with
uh
a
you
know
a
toilet
seat
as
well.
Yeah,
I
actually
same
for
pillows,
same
for
pillows,
yes,
which
Japan
is
also
famously
known
for
like
making
custom-made
pillows.
I
bought
a
hairbrush
from
Don
Quixote.
I
bought
a
lot
of
things
from
Don
Quixote,
but
I
bought
a
hairbrush
that
has
changed
my
life.
Uh,
it
and
I
did
not
think
it
would
be
something
that
would
change
my
life
in
that
regard,
but
it
is
the
best
hairbrush
I've
ever
purchased.
Um
I'll
put
a
link
to
it
maybe
in
the
show
notes
if
if
anyone's
interested.
SPEAKER_01
33:37
If
you
like
golf
too,
I'll
tell
you,
I
I
haven't
bought
them,
but
I
there's
a
couple
of
YouTubers
I've
seen
that
go
over
have
gone
over
for
this.
If
you're
a
big
golf
guy,
you
can
get
golf
clubs
for
the
low
in
Japan.
I
know
a
lot
of
people
go
over
there,
they'll
buy
a
set
of
clubs,
they'll
ship
them
back
to
America.
Um,
but
you
can
get
like
a
good
set
of
clubs
for
a
fraction
of
the
cost
in
Japan
as
well.
So
there's
a
hack
you
can
also
get.
Take
your
wife
to
Japan,
get
yourself
some
golf
clubs.
SPEAKER_02
34:10
You'll
love
there's
so
many
things
that
uh,
you
know,
I
think
with
any
country
you
go
to,
there's
always
going
to
be
things
that
you
wish
you
could
have
done
more
of
or
done
again.
And
this,
I
mean,
Japan
is
definitely
up
there.
One
thing
that
I
I
wish
I
would
have
gotten
that
I
didn't
get
was
um
jeans
because
they're
just
known
for
some
of
their
textiles,
jeans
in
particular.
Um,
I
probably
wouldn't
have
been
able
to
wear
them,
you
know,
for
living
in
Florida,
you
know,
for
at
least
six
more
months.
It's
dreadfully
hot.
I'm
even
sweating
inside
of
my
office
right
now,
and
I'm
wearing
shorts
and
a
kind
of
somewhat
of
a
tank
top,
but
it's
it's
yeah.
So
jeans
were
one
of
them,
eyeglasses
were
another.
Not
every
lead
is
a
good
lead.
Cargo
Rex
helps
companies
get
found
faster
by
buyers
who
are
already
researching
solutions
in
their
category.
So
instead
of
shouting
out
into
the
void,
your
business
can
show
up
where
the
actual
buying
intent
exists.
Create
your
free
profile
and
then
upgrade
when
you're
ready
over
at
cargo
rex.io.
