Thanksgiving hits different when your avatar is more valuable than your real self. In this week’s edition of Off the Record, On the Rocks, Toner & Ankarino break down the three big flippenings of the season: Sam Altman’s ambient “calm computing” moonshot, Jesse Pollock turning himself into a coin, and Elon Musk telling us that money is just a vibe (preferably traded in puka shells).

Google Gemini hijacks the narrative while Disney unzips its IP vault to let your digital twin play dress-up as Elsa. The creator economy is no longer about what you make—it’s about who you are, or who you pretend to be. Klarna mints a stablecoin, OpenSea trades creator tokens, and Polymarket becomes the unofficial Fed.

Black Friday isn’t even a day anymore—it’s a mirror, and you’re in it.

Happy holidays.