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TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays from 11–2 PT on X and YouTube, with full episodes posted to Spotify immediately after airing.
Described by The New York Times as “Silicon Valley’s newest obsession,” TBPN has interviewed Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. Diet TBPN delivers the best moments from each episode in under 30 minutes.
We have a massive show. There's so much tech news. People said the technology industry, they were out of news. They weren't. There's plenty of news.
Speaker 1:They lied to you. All over The Wall Street Journal, AI companies are duking it out for prime placement in the journal. SpaceX got top billing in the journal with the IPO filing. SpaceX sets its IPO in motion. The SEC filing starts move to raise tens of billions of dollars in record debut.
Speaker 1:We've talked about this a lot on the show. Clock is officially ticking on SpaceX's huge stock offering. What are laughing about?
Speaker 2:Ryan says, I knew Jordi.
Speaker 1:Was gonna this two days in
Speaker 2:a row. Did I not do two days in a row?
Speaker 1:Nope. Haven't done two days in a row in months. We can roll the tape. I mean, after reading that piece about us, I feel like some brand differentiation is actually to our benefit since some people can't tell us apart. And so I I I've become a fan of the the the the split
Speaker 2:in Casual Friday
Speaker 3:Yeah. Thursday.
Speaker 1:Of just a of a casual look over there, more buttoned down, buttoned up, buttoned left and right
Speaker 3:over here.
Speaker 2:Gotta be buttoned up.
Speaker 1:Someone's gotta do it. SpaceX on Wednesday revealed new details about how it's it's about its financials and how chief executive officer Elon Musk will try to grow a sprawling enterprise dedicated to advancing cutting edge technologies in space and back on Earth. The company disclosed the information in an investor prospectus. Publication of the document sets SpaceX on course to potentially raise 80,000,000,000 or more for a stock sale as soon as next month. The rumored date is what?
Speaker 1:June? June? July?
Speaker 2:Was it June 12?
Speaker 1:June 12. That's just twenty days away, basically. They're gonna beat out Saudi Aramco that raised 26,000,000,000 when it went public in 2019. Musk has touted out of this world objectives for the company from deploying a huge number of artificial intelligence satellites in the future to colonizing Mars, Texas based SpaceX, has distinct businesses ranging from rocket launch to satellite operations to a nascent AI unit, that is racing to catch up with rivals founded by Musk nearly a quarter century ago. Yeah.
Speaker 1:It has been a long time. SpaceX revolutionized the commercial space industry. The company has grown from a startup with a handful of employees that almost went out of business to one of the world's most valuable private companies with over 22,000 workers as of March 31. It controls technologies that competitors and even nation states haven't been able to fully match. SpaceX reported its revenue last year at 18,670,000,000, and Dan Primak had a post saying that, the business was smaller than he expected.
Speaker 1:He's going on CNBC today to talk about the IPO, has had a couple interesting takes. People are going back and forth. The overall, the reception has been the S1 is an extremely enjoyable read. Kevin Kwok says it's the most enjoyable S1 read in a long time. Reads so easy like sci fi or fiction.
Speaker 1:And
Speaker 2:kind of the perfect it's kind of the perfect post. Or just regular. Because if you're pro tech, you like space, you're excited about space.
Speaker 1:Yes.
Speaker 2:That could be a positive. Yes. But if you're if you're a bear Yeah. You can say it reads like science fiction. Of course, the best slide ever?
Speaker 1:Probably the best TAM slide ever. Sawyer Merritt has the screenshot here. SpaceX and IPO filing. We believe we have identified the largest actionable total addressable market in human history. We estimate that our quantifiable TAM is $28,500,000,000,000 consisting of 370,000,000,000 in space from space enabled solutions, 1,600,000,000,000 in connectivity across 870,000,000,000 in Starlink broadband and 740,000,000,000 in Starlink mobile, as well as additional opportunities in enterprise and government, 20,500,000,000,000
Speaker 4:in AI across $2,400,000,000,000 in AI infrastructure, $760,000,000,000 in consumer subscriptions, 600,000,000,000 in digital advertising.
Speaker 1:That's massive.
Speaker 2:Well, is that for X? Don't The idea so
Speaker 1:And 2027
Speaker 2:is more believable. Everything else is more believable to me than X getting meaningful digital advertising penetration.
Speaker 1:Yeah. I guess the time matters here because a lot of these markets aren't this big currently, I think. Don't know. But I guess over time, if you think about the next twenty five years, the next one hundred years, I don't know if these are inflation adjusted, but there's lots of things that could happen. For illustrative purposes of sizing our addressable market, SpaceX excluded China and Russia from global estimates.
Speaker 1:I feel like you might wanna put in China and Russia over the next couple decades. Who knows? Maybe we become best buds with both company with both countries. You know? Anything can happen.
Speaker 1:Great. World peace might come, and that's gonna expand TAM. That's an economic incentive for world peace. I like to see it. There we go.
Speaker 1:There were some beautiful photos that were shared in the start of the Lots last pictures to start, and then it gets very text dense. But the photos were I I I like them. I thought that they were unique. I hadn't seen them, like, that often. They felt like they were kept in the back pocket for a while.
Speaker 1:And they I don't know. They just, remind you of SpaceX. It's, like, a beautiful thing. Dan Primack says, incredible that Goldman beat out Morgan Stanley for the SpaceX IPO left lead left. Given that Michael Grimes returned to Morgan Stanley in part for this deal, of course, Morgan Stanley is on the deal.
Speaker 1:But that is it is a big win for Goldman that DJ SpaceX is at the helm, Goldman Sachs and Co, LLC lead left in the joint book running managers, but everyone's getting a piece of the SpaceX IPO at this size. Will Bitsky says, shout out to the Goldman analyst that was originally sacrificed to win this lead left IPO. It must have been an incredible amount of work. It's not just the biggest IPO of all time. It's not just this incredibly complex structure with multiple businesses.
Speaker 1:It's also you're reporting to Elon Musk. Elon Musk is your client, and he's going to ask for things probably more aggressively than anyone who's a CEO of a company that's going public. So lots of winners from the SpaceX IPO. Luke Nosek is a huge one. He was at Founders Fund, co founded Founders Fund with Peter Thiel.
Speaker 1:His next role will be leading. This is from a long time ago. He left to start Gigafund, which was built at the time as a new investment firm that initially will be focused on raising capital for Elon Musk's SpaceX, a founder's fund portfolio company where Nosek is a director. And so David Quan says, today, I learned Luke Nosek left FF to start a fund exclusively focused on investing in SpaceX. There are a few of those that we're hearing about these days.
Speaker 1:Of course, exclusive does not mean 100% of the capital went into SpaceX. It just means that they were very, very focused on that. Gigafund has a lot of different companies in the portfolio cover. We've had a bunch of founders on the show who have raised money from Gigafund. But SpaceX is where Luke is a director, deeply involved, and has focused on participating in many, many rounds.
Speaker 1:And so conviction will do that to an MF, says Pocket Jack's Capital. Lots of big winners. Frank asked, Codex for SpaceX fair value based on the s one should be an interesting buildup to the IPO. What was the result from cap
Speaker 2:I said Landstar on 1.1 to one and a half
Speaker 1:It's not bad. In? That's not bad. Bull case gets to 1.7 to 1.9 if investors assume Anthropic sticks. AI infrastructure margins are strong.
Speaker 1:Starship unlocks major new markets and public market scarcity drives demand. But $2,000,000,000,000 means the market is effectively assigning something like $100,000,000,000 to $1,000,000,000,000 to the AI orbital compute story on top of an already rich Starlink valuation possible as an IPO mania print, but that's not what I'd call for fair. So we'll see what happens. I mean, the big the big news was the partnership with with Anthropic where Anthropic is spending over $1,000,000,000 a month, I think. It's ramping $15,000,000,000.
Speaker 1:A year. And that's huge for SpaceX, given that they did 18 and a half or something last year. This is a huge jump up in I mean, they have to be one of the biggest neo clouds overnight with this.
Speaker 2:Yeah. Was trying to find
Speaker 1:Huge, huge
Speaker 2:I was trying to find some of our conversations from last year where we were xAI and Grock was growing, but maybe not at the rate that not close to the rate that would require that much infrastructure.
Speaker 1:Finding product market fit on the actual distribution side, obviously, we love that. But it's not the biggest platform.
Speaker 2:Yeah. Wasn't it's certainly a shoot for the stars. And if you miss, you have a pretty great neo cloud business. Right? Anthropic has to pay way above traditional Neo Cloud pricing for this compute.
Speaker 2:And so ends up being a great outcome for SpaceX.
Speaker 1:Peter Hague says, just reading the SpaceX SEC document, one thing that sticks out is the capital spend on AI is 3x that on space. It's an AI company with some rockets, which is a wild wild pivot at the la at the it's the eleventh hour. You know, this has been a rocket company for for twenty years or fifteen years, then an Internet company with Starlink, but that was still so tied and so clear and so quick to get to like a logical link. Like you needed the launch capacity to build StarLink. And so we had this new capability, satellite Internet.
Speaker 1:It was amazing. And and it it went from idea to launching the satellites to consumers actually using it when they're traveling, camping, off the grid, real and then showing up in planes and all sorts of different applications. It became very, very relevant, very real, very quickly. And the Colossus x AI, that felt like a different company because it was, but it has just become so, so, so big, so quickly.
Speaker 2:Yeah. And and looking back at the plays Elon and his investors have made around this over the last year. Right? There was that felt like somewhat of a coordinated effort beginning of this year Mhmm. Late last year when suddenly everyone started talking about space data centers very suddenly.
Speaker 2:I remember Gavin Baker Yeah. Started coming out talking about it. That's around the time when they sort of floated the December of last year. Floating the idea of like what the potential valuation Yeah. Would be.
Speaker 2:Yeah. Started building that AI narrative. Started, you know, made a play for Cursor, you know, partnered with Anthropic even though, you know, only a few months ago, they were much more combative.
Speaker 1:Yeah. So Name calling
Speaker 2:So, yeah. He you know, I think this is why Elon has been able to accumulate so much capital. Yeah. It's like he is pretty much the best in the world at like making just making plays
Speaker 1:Yeah. Making plays.
Speaker 2:And doing whatever it takes.
Speaker 1:Yeah. So the most recent play, unrelated to the news that made the front page of The Wall Street Journal, Anthropic Revenue Surge is set to post first profit. Sales seen reaching $10,900,000,000 in the second quarter, up 130% over previous quarter. Truly, in the title of the in the actual URL of The Wall Street Journal article, they call it mind blowing growth about to propel Anthropic to its first profit. Absolutely fantastic execution.
Speaker 1:So Tom Brown, cofounder of Anthropic says, we're expanding our partnership with SpaceX and we'll be scaling up GB 200 capacity on Colossus 2 throughout June. Appreciate Elon Musk and the team helping us find good homes for the Claude's. Is Claude plural? I thought it was all one Claude, and the purpose of Anthropic was to build Claude, and Claude will eventually build Claude. But I guess you have multiple instances Claude running on different servers on different GB200s.
Speaker 1:Anthropic's Q2 revenue is set to increase by over 200%. We'll post an operating profit. The AI will never be profitable. Group is in absolute shambles right now. There have been a lot of folks who have been just doubting time and time again, will this ever make money?
Speaker 1:Will this ever make sense? And Dylan Patel sort of laid out on the Dorakesh Patel show this idea that at a certain point, the leading models might actually be able to raise money because they're or raise prices because they're driving so much economic value. Semi analysis also put out a table showing for particular workflows that would take them $1,000 of human time that they would have to hire more people for, they were able to use AI and actually get an equivalent result for a tenth of the cost or a one hundredth of the cost or even, you know, a 30% saving sometimes.
Speaker 2:Lisan Algheb says, can someone check on Gary 02/23/2026? He said, turns out Gen AI was a scam.
Speaker 1:I had to check the date on this because this seems like something he would have written in like 2024 and I would have been like, yeah. Okay. Yeah. Maybe the usages are a little limited. Maybe where there is some sort of wall here, the data wall or, you know, maybe we won't be able to, you know, maybe we'll need a new paradigm.
Speaker 1:But to write this in 2026 when we're in like the fastest period of acceleration in terms of actual value from these models is pretty pretty remarkable. I'm interested to see where he goes from this. Is he gonna double down? Is he gonna stick with this? It has been a couple months since February.
Speaker 2:I I think there's I think the the entire crypto boom and NFTs in particular just broke a lot of people's brains.
Speaker 1:Yeah. And VR, metaverse too. Metaverse. There's another thing that
Speaker 2:was Metaverse like and
Speaker 1:Under delivery.
Speaker 2:Metaverse, yeah, potentially even more.
Speaker 1:Yeah. Yeah. Yeah. There was a lot of discussion about this will destroy Hollywood. This will destroy movies.
Speaker 1:Like,
Speaker 2:everyone because with the metaverse, there was never
Speaker 1:we are.
Speaker 2:There was never a moment where you could use a product and have a mind blowing experience.
Speaker 1:Well, without paying for it.
Speaker 2:Like, you had to buy No. I I'm just saying I'm just saying, like, period.
Speaker 1:No. No. No. The Apple Vision Pro demo, like, there was a day Yeah. You called me and you were like, why is everyone losing their mind on the timeline over the Apple Vision Pro?
Speaker 1:Do I need to buy one of these? And I was like, it's kind of like a previous. It's not like perfectly there. I like it but it's
Speaker 2:I don't even think I I I think remembering correctly because
Speaker 1:the thing.
Speaker 2:There was no moment where I wanted to buy one.
Speaker 1:No. No. No. You didn't want to but you recognized that it was the current thing when the Apple Yeah. Vision Pro launched.
Speaker 1:For like that week, when everyone got them delivered and they tried them, there were a lot of people
Speaker 2:They had vision pro psychosis.
Speaker 1:They had vision pro psychosis. A lot of people had NFT psychosis, all sorts of psychosis. We'll see how the AI psychosis develops. It goes both ways.
Speaker 2:Yeah. Anyways, comparing it, anyone can have Yes. A pretty wild experience with AI Yes. In, you know, on on like a ton of different services. Yeah.
Speaker 2:You could never do that with Yeah. The
Speaker 1:So Lisan Al Gayib is contrasting Gary Marcus' Substack post with what's happened in the AI industry. Anthropic valuation up a 173% since the start of the year, posting profits in q two according to The Wall Street Journal. OpenAI valuation up 67% since the start of the year. And OpenAI general purpose model solves long standing and well known Erdos problem.
Speaker 3:I believe it's
Speaker 1:Erdoshe. Erdoshe. Erdos problem without a scaffold. And so there was a lot of questions about what would do you know, how hard is it to solve these problems. But fortunately, we have Tyler Cosgrove who's going to take us through what actually happened with this solution to this math problem that people are very excited about.
Speaker 1:Noam Brown said, today, we are sharing that a general purpose internal OpenAI model achieved a breakthrough on one of the best known combinatorial geometry problems. Less than one year ago, Frontier AI models were at IMO gold level performance. I expect this pace of progress to continue. And Sidhar Ramesh, I don't know if he was joking about this bet, but he says I have lost my $30,000 bet that AI would never solve the planar unit Yes.
Speaker 3:I believe that was a joke.
Speaker 1:That's a joke. Yeah.
Speaker 3:I think if you got
Speaker 1:a a lot. But no. But a lot of people were surprised, and a lot of people were excited about this. Take us through what actually
Speaker 3:happened. Okay. Yeah. So so I can basically go through, like, a simple explanation of what the problem actually is.
Speaker 1:Okay.
Speaker 3:So so so just for some context, Paul Erdos, kind of this legendary mathematician. Throughout twentieth century, he basically proposes I I think the number is, like, a little over 1,200 different, like, little problems. Mhmm. These are the Erdos problems. Mhmm.
Speaker 3:People talk a lot about these as, like, goals for AI to solve. You've heard, like, over time, there's been kind of, like, small iterative kind of solutions to a lot of these problems.
Speaker 1:Yeah. Sort of like collaborative mathematician working alongside
Speaker 3:the AI model. Sometimes Or
Speaker 1:an easy one just getting
Speaker 3:There's like a main kind of place where all of the solutions go. So sometimes people will will find like, AI will like find a different paper that wasn't actually put on the website. And then they they're like, oh, AI solved it. It's honestly true. But I this is kind of the the first time we've really seen kind of a big step change.
Speaker 3:Like, this is actually a new solution. Mhmm. This is using, like, you know, kind of novel
Speaker 1:papers out there already. Yeah.
Speaker 3:So so this was problem number 90. So so I can kind of read Please. Read the question, then I can explain what it means. Yeah. So so it's does every set of n distinct points in the real plane contain at most n to the one plus o of one over log log n many pairs which are one apart.
Speaker 3:Okay. So, like, what does that mean? Yeah. Basically, we have, like, the real plane. Right?
Speaker 3:Two d. Mhmm. And we have a bunch of points on it. Mhmm. What is basically how many, like, pairs of those will be basically one unit apart?
Speaker 1:Mhmm.
Speaker 3:And what's, like, the max number? Like, how do we basically organize those points such that we have the max number of them? Right? So grid? No.
Speaker 3:So so you would think that, but I can basically explain why. So so let's kind of, like, formalize this better. So we have u of n. Right? And this is basically the largest number of unit distance pairs among endpoints in the plane.
Speaker 3:Mhmm. Okay. So so, basically, like, we're we're thinking about, like, how how do we solve this? Naively, it's like, okay. What what if we just take all the points?
Speaker 3:We have endpoints.
Speaker 1:Yep.
Speaker 3:And we just put them in a line.
Speaker 1:Yep.
Speaker 3:And unit distance apart. Right? Yep. So it looks something like this.
Speaker 1:Yep.
Speaker 3:Right. So for this example, we have four points, but it doesn't matter. It's just n. Mhmm. So one, two, three, four.
Speaker 3:How many pairs are there? There's three. Right?
Speaker 1:Okay. Yeah.
Speaker 3:So basically, this scales with n minus one. Yeah. Right? So you could have a billion
Speaker 1:Yep.
Speaker 3:Points and there's nine nine nine nine whatever. Yep. N minus one.
Speaker 1:Yeah.
Speaker 3:Okay. So now if we put it in a grid Yeah. What happens? Right? So if we have a square grid here
Speaker 1:Okay.
Speaker 3:There's nine points here.
Speaker 1:Yep.
Speaker 3:And then how many how many pairs are there? I believe there's 12. And, basically, as this number scales up, it's still linear.
Speaker 1:Mhmm.
Speaker 3:So it's two n. Okay. Basically, if you do a billion points, it's it's 2,000,000,000 pairs.
Speaker 1:2,000,000,000 pairs. Yeah. Okay. Then Specifically that line. Line that Correct.
Speaker 1:Represents the
Speaker 3:because it's one unit distance.
Speaker 1:You specifically don't Diagonal doesn't count because
Speaker 3:it's not one unit Got it.
Speaker 2:So so
Speaker 3:then Okay. What's the next thing we can do? The next kind of configuration is is what's called the the lattice construction. Okay. And so, if we can pull up a picture of it, it's this kind of crazy looking grid Mhmm.
Speaker 3:That has all these super, like, intricate lines in between. Mhmm.
Speaker 2:You can
Speaker 3:see it on the This is from the OpenAI blog.
Speaker 1:Mhmm.
Speaker 3:If we can pull it up here.
Speaker 1:Oh, I think I saw this.
Speaker 3:So so this is what it looks like.
Speaker 1:Okay.
Speaker 3:So if you can, like, zoom in on any of these points, see that, you know, it it it somehow it looks like a grid. Right? But Yeah. There's not just kind of pairs at the at the edges. Right?
Speaker 3:There's, like, way more.
Speaker 1:Okay.
Speaker 3:So this scales at n to the one plus o one over log log n. Right? This is this is basically the the best kind of example that we know works.
Speaker 1:Yes. But not a proof.
Speaker 3:We know we can find this, but is this the upper bound? We don't know. Okay. Right? So this is basically the lower bound.
Speaker 3:Okay. So so then the the question is, like, we have the lower bound Yep. Which is the this is the best one we found. Yep. This is the most number of of pairs.
Speaker 3:Mhmm. And then we we've theorized that the the high bound, upper bound scales with n to the four thirds.
Speaker 1:Mhmm.
Speaker 3:And then, so Erdos, the original conjecture that he thought that the upper bound is still gonna be less than n to the one plus o of one. Mhmm. So this means o of one, it's like as it scales as n scales to infinity. Right? So o of one would basically scale to zero.
Speaker 3:Mhmm. It'd go to zero as n goes to infinity. Basically, OpenAI figured out that this is not true.
Speaker 1:Mhmm.
Speaker 3:And that there there actually are some there are some n's for which this kind of max number of pairs is greater than the original Erdos conjecture. Mhmm. So so for infinitely many n, this is not for every single n, right? So it's not like five points or whatever, but there are infinitely many n's for which this is true.
Speaker 1:Okay.
Speaker 3:That that it's greater than n plus n to the one plus some constant. Interesting. Okay. So that was basically the big thing. Right?
Speaker 3:This is like Yeah. You know Huge if you're into math. Decades old problem. Right? Yep.
Speaker 3:This is incredible thing. Terence Tao is like, wow, this is incredible.
Speaker 1:Yeah. Yeah.
Speaker 3:But, yeah. That's basically the overview of the problem.
Speaker 1:Okay.
Speaker 3:But, yeah. I think it's very exciting because this is not like a math model. This is just an internal model. Sure. General, like reasoning.
Speaker 1:Yeah.
Speaker 2:You could say it's, like, generally intelligent.
Speaker 3:Yes. I I think you could say that. And then I think it's it's interesting because from, like, public perception, it seems like this didn't take that many tokens. This was not millions of dollars of inference time.
Speaker 1:Sure.
Speaker 3:It was maybe something like hundreds to thousands of dollars Yeah.
Speaker 1:Of inference compute interesting because we were talking about Gorn's conjecture about novel ideas coming from just brute forcing different connections between things and this is more token efficient.
Speaker 3:Yeah. This is not just taking some solution to a different Erdos problem and just like spamming
Speaker 2:it on all 1,200 of the problems Sure. And, oh, one
Speaker 3:of them works.
Speaker 2:Okay.
Speaker 3:This is like kind of a a new novel idea. Like, maybe this solution is the the way that they found this, it's like super complex. You can read the proof. It's like 18 pages long. Wow.
Speaker 3:I don't really know what it means. But but like there's a lot of the mathematicians are saying, okay, this is actually could be useful to a lot of other problems. This is like a new way to do things. Interesting. I think it's it's like very exciting.
Speaker 3:This is like Yeah. Maybe similar to a, you know, alpha fold moment or something.
Speaker 1:That's Now
Speaker 3:this is like a real kind of step change in Yeah. In math capabilities.
Speaker 1:The the other news, rumors about OpenAI is being close closing in on the IPO fund filing, and that pushed out NVIDIA's results, which is normally something I would expect on the front page, but there was too much AI news. NVIDIA results skyrocket on rise of AI agents. We talked a little bit about it yesterday. But the big news is that they're doing an $80,000,000,000 share back share buyback authorization. And Take Take Him Him, was bullish.
Speaker 1:People were wondering where he would sit on Nvidia. He laid out pretty convincing case. You can go listen to the interview. It aired yesterday on TBPN. Let's click through the timeline, see if there's anything that we missed before we jump off.
Speaker 1:DJ Kaus has an idea here. Found a $10 bill. It took five seconds to pull to pick it up. That's $63,000,000 in annualized ARR. This is the thinking you need to be deploying.
Speaker 2:I didn't know
Speaker 1:that The numbers
Speaker 2:Messi, the football player
Speaker 1:Oh, and
Speaker 2:a prime copycat called Moss.
Speaker 1:Moss.
Speaker 2:And it's shutting down after twenty three months in business.
Speaker 1:I wonder if that has I would think this would the logistics of shipping internationally because he is an international icon. But setting up distribution and retail presence across many countries very quickly, It's not quite as easy as dropping it on Amazon and and flying off the shelves. A lot of those are sort of one country by country, and I wonder if that has a piece of what happened. So this is shutting down fully, Moss Plus. Interesting.
Speaker 1:Well, Mitchell Baldridge recommends setting up a Vanguard account. Not Fidelity, not Schwab, Vanguard. Smart advice, you might think. They do have the lowest fees. If you wanna get up to speed on Vanguard, listen to the latest episode of the AcquiredFM podcast.
Speaker 1:But he says, wrong. It's not because they have the lowest fees. It's because their interface is so awful, you will never trade. It's his May it has made his clients millions.
Speaker 2:Let's close it out with this
Speaker 1:What you got?
Speaker 2:Playing Catan with a billionaire. Yes. I think I think you'll like What
Speaker 1:is this face? Is this a face filter or a background replacement or both? Something funny is going on here.
Speaker 2:Face filter.
Speaker 1:Okay. Face filter. My turn.
Speaker 2:I'm gonna put down a data center. That's
Speaker 3:against the rules.
Speaker 2:How else am I supposed to AI generate my Christmas card?
Speaker 1:Not popular.
Speaker 2:I'm not joking. Do you like it?
Speaker 3:No. It's blocking all the land.
Speaker 2:Wait a minute.
Speaker 1:Are you one of those paid protesters?
Speaker 2:Next turn, I'm gonna use seven water on my data center. That's not how that works. That's not a resource in the game. How else am I supposed to power it? The way it
Speaker 1:does The water stuff is really it's so interesting that no one has moved to energy. Like, natural gas. There are natural gas turbines that I don't think you wanna do that. Would be opposed, and yet people are focused
Speaker 3:Jobs giving them ideas.
Speaker 1:I know. I'm I'm I'm doing their job for them, I suppose. But it's like, I I I don't know how I don't know why the water's I think it's just because, like, water's delicious and electricity is vague and abstract and you don't think about it. Like, you can visualize a glass of water. It's hard to visualize a battery in the same way.
Speaker 1:But yeah, the what is it? It's like dozens of LLM queries every day for a full year is equivalent to eating a single almond or something like that. But Matthew Ball is back at Xbox. Congratulations on the move. He announced it yesterday.
Speaker 1:We're going to try and get him on the show because he's one of my favorite people, favorite authors. If you haven't read his book or his blog, he has a fantastic mind for future of technology and he I could not be more optimistic about the future of Xbox with him on the team. Taekim says, This hire is a literal game changer. Matthew Ball knows gaming and what needs to be done. This news makes me the most bullish I've been on Xbox in seven years.
Speaker 1:I completely agree.
Speaker 2:To close it out, the White House is awarding 2,000,000,000 in grants.
Speaker 1:Oh, yeah.
Speaker 2:1,000,000,000 of Quantum computing. To nine quantum computing companies and taking an equity stake I a stake. Overtaking an equity stake? It's an investment. It's an investment.
Speaker 1:It's an investment. And you, American taxpayer, will now own a basket of quantum computing companies.
Speaker 2:Spaghetti computing is up.
Speaker 1:That's not spaghetti computing. It's Ragheti computing.
Speaker 2:Shout out Spaghetti computing is up 30%. Who
Speaker 1:came up with that? Seems like a Trump like something he would say.
Speaker 2:I created that.
Speaker 1:You created that. Okay.
Speaker 2:Just now.
Speaker 1:I like somebody.
Speaker 2:I'm sure I'm not the first person to think of it, but
Speaker 1:And we will see you tomorrow, Friday. Goodbye. Little smoke flash bang.
Speaker 2:Have a wonderful evening.