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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.
Everyone wants to know, did John get a haircut? Yes.
Speaker 2:I did. Yeah. I did yesterday.
Speaker 1:Cleaned it up a little bit.
Speaker 2:Yeah. A little bit.
Speaker 1:It's getting wild.
Speaker 2:There's some some length still. We'll see. I think Siri needs an app. I think that that's under discussed. The news is that Apple and Google have a deal.
Speaker 2:We talked to Ben Thompson about it yesterday. Billion dollars going from Apple to Google. Now my real hot take is that I think it's gonna flip at some point, and I think Google or someone else is going to pay Apple to route LLM queries to them because with the universal commerce protocol, agentic commerce protocol, with ads and LLM responses, there's gonna be a whole bunch of moments where a an LLM query is actually profitable. And on average, I think they will be profitable. I think the price of inference will continue to decline and the value of each query, the monetization of each query will increase until there's a flipping.
Speaker 2:And then all of a sudden, every LLM query that's generated is on net across the entire category generating profit instead of generating losses, which is what's happening right now. Of course, just like with Google when you search for, you know, how old is Leonardo DiCaprio or something, they're not making a lot of money on that. They're not running a lot of ads on that. But when you go to search for insurance or something like that, they charge a pretty penny for those ads. And I think the same thing will be true for LLMs broadly.
Speaker 1:It is kind of interesting they don't I just looked it up. They don't run ads on how old is Leonardo DiCaprio. You'd think that they could figure out some type of ad to serve a guy.
Speaker 2:Yeah, you'd think Brian Johnson would be buying an ad
Speaker 1:on Like some peptide.
Speaker 2:Because you're like, oh, looks great. What's he doing? Oh, and then this How does he do? 51 Leo. He's 51.
Speaker 1:Leo was born in the seventies
Speaker 2:Mhmm.
Speaker 1:Which is crazy when you say it like that. He's looking great.
Speaker 2:He was at the he was at the Golden Globes having fun celebrating his movie.
Speaker 1:Goofing around.
Speaker 2:Yeah. Yeah. He was goofing around. He was caught on, like, some mic looking at somebody. I don't know.
Speaker 2:I saw some random clips. The real thing I wanted to debate with Tyler was, I was arguing that Siri needs an app. It's crazy. Siri came out in 2010, hasn't had an app for its entire life. I mean, I I it actually started as an app back in the day.
Speaker 2:It was a series from the Stanford Institute of Research and Intelligence or something like that.
Speaker 1:Yeah. What was it? It was, like, a $200,000,000 acquisition?
Speaker 2:Yeah. Yeah. So it was an app that you needed to install on your iPhone. There were a few of these speech recognition apps that you could go, and you'd open up the app, click a button. Siri, because I think the fact that they were on the on the West Coast, was able to get the deepest integration in Apple, sort of win the home button over time, win the Siri button, and eventually they they teamed up and actually oh, I have triggered Siri on my MacBook.
Speaker 1:There you go. Fantastic.
Speaker 2:Eventually, you know, Siri gets baked into the in the operating system level, and the rest is history. The first couple of years are pretty good. People are excited. You know, you can it it was somewhat magical to be able to just press a button, ask for the weather, ask for a stock chart, ask for, you know, what's on your calendar, dictate a text message. A lot of that was pretty great.
Speaker 2:Estimates are around 500,000,000 active Siri users globally, which is huge. But there's 1,500,000,000 iPhone users. So having only a third of your user base use your AI feature seems a little bit low, if that's the case. Obviously, juicing it up with an LLM like Gemini makes a ton of sense. But this deal between Google and Apple makes a ton of sense for a few reasons.
Speaker 2:Google's actually profitable, has the money. They don't need to take a huge amount of cash from Apple. They can give them sort of a deal on it because
Speaker 1:It was really fun. Billion dollars. Ben kept throwing around big numbers yesterday. He's like, let's be honest. We're intact.
Speaker 1:That's not a lot of money.
Speaker 2:Yeah. It's actually true. It's actually true. It ramped up because at first, it was the $30,000 DaVinci Resolve, the Blackmagic Ursa immersive camera that's $30,000 He's like, that's nothing. You just put that in there.
Speaker 2:And that's true for a tech company. And he was like, Apple's paying Google $1,000,000,000. That's nothing. It's like, they're both nothing by
Speaker 1:Yeah. The whole thing with
Speaker 2:Alphabet's the a $4,000,000,000,000 company now.
Speaker 1:The infrastructure, the hardware to do a live Apple Vision Pro broadcast being $30,000 or something in that range is the fact that they could copy and paste that around every stadium and suddenly have probably I I imagine they could scale that to hundreds of millions of dollars of, like
Speaker 2:You think so. Pay per view and stuff.
Speaker 1:Yeah. Yeah. Not not even pay per view, but just a subscription. Yeah. It's like
Speaker 2:the Even just selling headsets. I mean, the headset's $3,500. Yeah. You only need to sell 10 headsets to offset the price of the of one immersive camera. My take is that I think over time this will flip, and I think over time Google will be paying Apple for all of the LLM routing that happens because Google will be monetizing those queries.
Speaker 2:You will go to Siri, and you will say, what's the weather? And Gemini, under the hood, will tell you the weather, and they probably won't monetize that very well. But then every once in while, you'll say, hey, Gemini, order me a new TV, and it'll say, what size do you want? And it'll just Order me
Speaker 1:a range. Rainmaker.
Speaker 2:Yeah. Yeah. You change the weather. And and they will get either an affiliate fee or a transaction fee, or there will be an ad that's placed in the stream of content that comes back. And I would imagine that right now, Apple's saying, don't do any of those ads.
Speaker 2:Don't monetize these queries. But over time, I imagine that they will. But the big thing that I wanted to discuss with Tyler, he was fighting me on this. He says that app he says that Siri does not need an app. I think that Siri will need an app.
Speaker 2:I think that the the LLM chat interface is so dominant at this point that everyone has the experience of going back and forth asynchronously, like it's chatting to a helpful assistant, like you're texting with a friend. You want to be able to scroll up and see Yeah. Previous
Speaker 1:think about it, it'd be very annoying if you had a real life assistant, and they were like, you can only call me.
Speaker 2:Well I won't. Tyler, explain. Explain your position.
Speaker 3:So it's not not the Oh. No.
Speaker 2:You flashbanged him.
Speaker 1:Hit him with a flashbang.
Speaker 2:Sorry. Was trying to help
Speaker 1:Opinion you out, denied, Tyler. Opinion denied.
Speaker 2:We have a flash bag now on the stream. What good timing. So Tyler, once the flash bag wears off, please tell us.
Speaker 3:Okay. So it's not that I disagree. I'm not
Speaker 2:Yeah. You're picking the better model. But what I'm saying is that as soon as you integrate a better model that has more do I just get a flash bang again? I'm too powerful. I'm watching this.
Speaker 2:As soon as you have deeper responses and more back and forth and more knowledge retrieval, Siri has they had Wolfram Alpha integration. I think they had a Wikipedia integration for a little bit, but it was more just like pulling up a Wikipedia snippet. If you want to go deeper, you would open that web page in Safari and look at the actual Wikipedia. Now there is new context and new content that's being created on the fly by these models because you can ask questions that don't exist in a single Wikipedia page. Gemini, under the hood in Siri, will instantiate that for you, give you those paragraphs.
Speaker 2:And you might not be able to read through all of that in one screen time session. You might get a text message, need to answer it. You might get a phone call. You might have to put your phone down to, you know, keep doing what you're whatever you're doing, and you wanna come back to it. And so, yes, you could just say your prompt again and reinstantiate it all, but that takes time.
Speaker 2:These models are slow, especially if you're firing off a deep research report.
Speaker 3:Yeah. I mean, like, yes. Like, these are I I agree that these are important things, but these are, like, far from the most important thing. I could just say, okay, if I'm asking about chips yesterday,
Speaker 2:I Yes.
Speaker 3:We have this long conversation and then I I say, okay, yesterday we're talking about chips. Let's continue that conversation. That's that whole thing solved now.
Speaker 2:Yes. So so that is a that would be amazing. But the current chat apps don't even have that functionality. If you go to a new empty chat box You
Speaker 3:could very easily implement that. You there are on all the okay. On Claude, on chat.com, you can search through your past chats.
Speaker 2:Do you know how bad the search is? The search is not LLM powered.
Speaker 3:It's not It's not the search.
Speaker 2:It's not that good. Good. It's not that good.
Speaker 3:Okay. Well, they
Speaker 2:could It's not it's not actually an LLM query. It's not it's not just you're talking about something like you're talking with a friend. You have to use keywords again. You're back in, like, traditional search world. You you don't just go to the same empty box and say, hey.
Speaker 2:Remember when we were talking about the the fall of the Roman empire? We pull that pull all that up. It doesn't do that.
Speaker 3:Okay. Sure. But that's I I don't think that's that hard to implement. You just not. Models
Speaker 2:Siri here. It can barely pull up the weather. We're going from like a d tier product. Yeah. To now we're baking in a new model, Gemini.
Speaker 2:Yeah. But it's gonna take it to like b
Speaker 3:The implementation of the of the model is way more important than if the app works. If if I can like search through it correctly. So, okay, if you're doing a deep research Mhmm. Are you even are you even sure that that is you wanna be using Siri for that? Like maybe it's just better to do it.
Speaker 3:Whenever I do deep research
Speaker 2:Yeah.
Speaker 3:I never do it on the app. I'm always on like my laptop. Nerd nerd alert. Because it's just like way more information dense. There's a bunch of link links that I wanna click on
Speaker 1:No.
Speaker 3:In order to do that on the
Speaker 2:People definitely fire off deep research reports on their phone. Maybe they go read them later on their laptop. But we live in a mobile first world and Apple and that's the Apple customer base. Part of what's cool about these apps is that if I pull out the sidebar, I can scroll through and I can remember, oh, wow. I was looking at, you know, the the NBA's history and, you know, their attendance over different I I don't even remember firing this off.
Speaker 2:But, like, I I did, and now I can go back and enjoy the fruits of its labor.
Speaker 3:What would you rather have? Would you rather have Gemini 2.5 Yes. And an app Yes. Or Gemini three and no app?
Speaker 2:It's not a trade off. They're getting the best Gemini, obviously.
Speaker 3:Okay. Clearly that.
Speaker 2:And then also, the app is coming. That's what
Speaker 3:I'm at implementing AI. Yes. Do you agree with that?
Speaker 2:They have been to date. Okay. So yeah. No one debates that Apple intelligence was sort of botched.
Speaker 3:So I I think there is definitely a case we made that they need to prioritize certain things. And the implementation of the actual model, like them using the best model that's gonna be fast, it's gonna Yeah. Like maybe on on Siri people are just having fairly short responses. You don't want paragraphs and paragraphs unless you ask for it. Okay.
Speaker 3:Stuff like this is I think much more important than having Yes. Yes. Yes.
Speaker 2:And I wouldn't be surprised. I mean, truthfully, developing the type of app that I'm discussing about Siri, like it should be able to be one shot by Cloud Code. Yes. Yes. Like, it's super simple.
Speaker 3:Okay. Let let me say one more thing. Yes. Okay. So I'm
Speaker 1:just saying like I'm about
Speaker 3:to flash bang you. Okay. If you're, like, writing this, who's the audience? Like, Apple. Right?
Speaker 3:You wanna make a change? Yeah. Maybe? Yeah. Okay.
Speaker 3:So it's like Ben Totten comes on yesterday.
Speaker 2:All I'm saying is that I'm excited to be able to access Gemini with a button. I feel like that's what this deal is giving me.
Speaker 3:Yeah. That has nothing to do with an app.
Speaker 2:Also, after I access Gemini with this button, the trigger trigger flashbang, then I wanna be able to see my list.
Speaker 1:Pull up this clip from Gary Tan testifying in the senate.
Speaker 2:Okay. Okay. Let's see. About
Speaker 4:Who here actually uses Siri? I personally do not because I know that it does not have the cutting edge technology that I don't get along well with her. Exactly. That Anthropic or OpenAI or many other American labs could provide. And imagine Apple opened it up so that Mhmm.
Speaker 4:Similar to when you open Windows, you have to choose a browser. Oh, model What if you choose your AI agent?
Speaker 2:I love it.
Speaker 4:Then there are a billion consumers in the world who would suddenly have access to not just one self preference Siri, but a variety of American labs. And that would open up investment, that would open up prosperity.
Speaker 2:That's a good pitch. I like this. When is that from? Is that recent?
Speaker 1:Ian is on an absolute tear.
Speaker 2:Let's see. Oh, thank you, Ian.
Speaker 1:He says, current Apple's currently hiring 300 Siri focused roles.
Speaker 2:Oh, they're going big. They're they're going to do everything. You don't think one of those is an app developer. I'm ready to move the goalposts. Let's Ready move the goalposts.
Speaker 2:We have the goalposts. So my new definition for Apple AGI, Apple and Apple Intelligence, Apple Super Intelligence? Apple Super Intelligence.
Speaker 1:It's just a functioning search feature in iMessage.
Speaker 2:That would be very good.
Speaker 1:That's AGI for Apple.
Speaker 2:That's ASI. No. My definition is I want to be able to go to the new Siri. And so I got an iPad, and the iPad just accidentally installed, like, every app that I've ever installed on my phone on the iPad, which wouldn't be that bad because on my phone, I have one home screen, and then I have a second screen. And then the third screen is just the app library, and it just has a search box and then the app library actually very intelligently organizes things into productivity, utilities, entertainment.
Speaker 2:It does all that for me. I don't need to organize it. I don't choose where things go. It knows if it's a creativity app or travel app or a news app. It puts it in its correct category.
Speaker 2:I don't need to manage that. So it's great. It's a good test of agentic AI to be able to with a single prompt, one shot, hey, clean up the whole desktop because we're seeing that today with Claude co work. As trivial as that example is, think it's a good example of what an agentic system should be able to do if it has the proper hooks into the OS layer. Claude Cowork can do it on desktop.
Speaker 2:What's the iOS equivalent of that? It's got to be Apple Intelligence. They have their walled garden. The walls are staying up. They're not letting Claude Cowork go around your your iOS installation and hook into all your different local APIs.
Speaker 2:That's the domain of Apple Intelligence. That's the domain of Siri. Siri is now powered by Gemini. Let's see that's what they launched. Apple ran a blind test of Frontier models and picked Gemini.
Speaker 2:Interesting. And there's this old photo of the the Tim Cook meeting with Sundar Pichai from Google in a dimly lit cafe or restaurant.
Speaker 1:Tim Cook very clearly mewing here. I think they're both mewing at each other. They're both mewing at each other. They're just having a mew off.
Speaker 2:Yes. That that's how they really
Speaker 1:They're even talking.
Speaker 2:They wanna do business The
Speaker 1:New York Times has new profile. John Turnis, a low profile but influential executive at Apple, could be next in line to replace the company's long time chief executive, Tim Cook, if he steps aside. Let's hear it. They say around 2018, Apple considered adding a tiny laser to its iPhones. Oh.
Speaker 1:The part would allow consumers to take better photos, more accurately map their surroundings, and use new augmented reality features. But it would also cost Apple about $40 per device, cutting into the company's profits. John Turnis, Apple's head of hardware engineering, suggested adding the component to only the more expensive Pro models. And we have to take a minute to talk about the nominative determinism of turn us Surround. Turn us around.
Speaker 1:Mister Turnus Around. Our AI strategy is we need somebody to turn us around. Mister Turnus could be the man for the job. He joined Apple in 2001. He is now considered by some company insiders to be the front runner to replace Tim Cook.
Speaker 1:Apple last year began accelerating its planning for Mr. Cook's succession.
Speaker 2:Like Mr. Cook, Mr. Ternis is known for his attention to detail and his knowledge of Apple's vast supply network. Both men are also considered even tempered collaborators. If Meta owns WhatsApp and includes that in the family of apps, And messaging is obviously a huge driver of social networking activity these days, people sharing content through there.
Speaker 2:Snapchat is a messenger. Instagram is you you look and you see there's more shares on this reel than likes because people are sending it to each other. That's what people do. That's how people
Speaker 1:Yeah, I think the people have long had the idea to build a family focused social network. And I don't think they'll ever be successful because group chats on iMessage function
Speaker 2:Oh, yeah. Totally. Do that Yeah. Yeah. Very well.
Speaker 2:You just can't keep up with that. Apple's plans for artificial intelligence are also a big question. Is he AGI pilled? Is he ASI pilled? What are his timelines?
Speaker 2:Is he a doomer? We gotta get to the bottom of this. Hopefully, yeah. Hopefully, New York Times is asking the hard questions. We we will find out.
Speaker 2:While other giant technology companies have spent tens of billions of dollars developing AI, Apple has largely been on the sidelines, and it pushed off making major changes to its products with new AI technology. It'll be up to Apple's board of directors to decide who will eventually replace mister Cook, who also sits on the board. The rest of the company's eight board members did not respond to requests for comments, Apple declined to make mister Turnis available for an interview. They couldn't get the New York Times, in the room with Turnis. Is he a nice guy?
Speaker 2:Yes, says mister Rogers. He is a nice guy. He's someone you wanna hang out with. Everyone loves him because he's great. And here's the quote that lives in infamy.
Speaker 2:Has he made any hard decisions? No. Are there hard problems he's solved in hardware? No. Cameron Rogers, hater of the year right here.
Speaker 1:We should have Cameron on the show.
Speaker 2:Hater in chief. Chief hating officer. It's crazy. Certainly, you cannot be at Apple for two decades and never have made a single hard decision or solved a hard problem in hardware. Like, that seems impossible.
Speaker 1:It's funny.
Speaker 2:There's I got
Speaker 1:choose. Is a hardware engineer at Apple Yeah. Today named Cameron Rogers. But it is Different person. Different.
Speaker 2:Okay. Very fun. Well, good luck to him. I don't know. I think you can figure it out.
Speaker 2:I would be shocked if he's really never solved a hard problem. Seems like he has some beef with this Cameron fellow. OpenAI, they've acquired Torch. It's a health care startup that unifies lab results, medications, and visit recordings. Bringing this together with Chatuchipiti Health opens up a new way to understand manage your health, says OpenAI.
Speaker 1:Okay. Founders of Torch. Torch was a four person company.
Speaker 2:Oh, small.
Speaker 1:They the co founder of Torch, Ilya Mhmm. I believe one of the other founders previously built forward. Yeah. Ilya was also an early Uber GM. Mhmm.
Speaker 1:So trained at the Travis Kalanick School of Mogging. Health care startup founded in 2016. They wanted to rebuild the health care system from the ground up. Sounds Mhmm. Sounds cool.
Speaker 1:The general belief was that health care was too reactive instead of proactive, right? You go to the doctor when you're sick, not to just kind of generally be healthy. Mhmm. They had an app. They wanted the sort of physical spaces to feel like Apple stores.
Speaker 1:Right? They wanted this Apple like experience for health. Subscription only model. They didn't accept insurance initially. Mhmm.
Speaker 1:Bunch of folks, Founders Fund, Kosela, Eric Schmidt, a bunch of legends Oh, yeah. Were were in the round. 2018 to 2022, they expanded to dozens of locations. They had body scanners, real time blood work, a bunch of different software that they'd built out. Twenty twenty one reached a valuation of over $1,000,000,000 raised a quarter billion dollar ish series d round.
Speaker 1:At this point, from that point on, they sort of pivoted to focusing on this thing called CarePods. Mhmm. And these were like my god. Autonomous AI driven medical kiosks. Honestly, probably right idea, maybe a little bit too early.
Speaker 1:I think the the right way to read into this, OpenAI just launched OpenAI Health. They're now acquiring Torch. I would assume that they want all they want all of your they want all of your health data. Like, they really wanna help you with your health. They want your blood.
Speaker 1:They're out for blood. They want your blood.
Speaker 2:They want your blood work.
Speaker 1:Maybe maybe they could say, hey, this month, you of Paying. Instead of paying, you could be a blood boy for us.
Speaker 2:You're giving blood.
Speaker 1:Our researchers are working really hard. They're
Speaker 2:You need your blood. I'm ready to upload. Upload me. Just let me know. Let me know what
Speaker 1:I'm going read the message that Torch wrote. Torch says, everyone deserves the best answers modern medicine can give them. And yet, we've all had people close to our hearts who didn't get the answers they needed their health. We have more data about our bodies than ever before, but it's never been harder to bring it all together. Patients see only a fraction of their own records, while clinicians have too little time to parse the growing stream of data patients bring in from wearables and consumer health companies, function, etcetera.
Speaker 1:AI is the most important new tool we've had in decades for turning the chaos into clarity. But AI can't help you if your health data is scattered across four hospitals, two labs, seven apps, and three web portals. We started Torch to build a medical memory for AI, unifying scattered records into a context engine that helps you see the full picture, connect the dots, and make sure nothing important gets lost in the noise again.
Speaker 2:Every time I see one of these new features drop from Claude, CoWork or OpenAI, ChatGPT, Health. It just feels like the Siri thing is like bigger and bigger, back to what Tyler was saying about implementation of the model, because Apple has Apple Health. There's a whole promise there of what Apple Health as an app can do. You want that to be AI enabled. So they need to update that as well.
Speaker 2:There's so many different okay, shopping, agent to commerce. There's Apple Pay. Is Apple Pay integrated with Siri and the new AI function? So they really do need to go around and update all over the place if they want to stay. They have some dominant positions carved out, but every AI company is trying to eat off Apple's plate as much as they can.
Speaker 2:But there's a really, really strong lock in to most of the Apple ecosystem. So they it's not over if they don't move right now and get the app out and get updates out. But it's very clear that if Apple or Chatuchipity Health rolling out, it's going to take time for people to ramp up, start integrating things, start using it. But if that behavior develops and it's another two, three years until Apple responds, like, yeah, they are going to be a laggard in that category. Claude code for the rest of your work, American middle class desk jockeys watching the asteroid hit the dinosaurs.
Speaker 2:We will see. We'll we'll we'll see how much this moves productivity, how much this move GDP. That's the big question for this year is how much will people actually be able to use this to do the work they do every day? I've been in jobs where John,
Speaker 1:organizing desktop files was actually a $1,000,000,000,000 industry. Yeah. And
Speaker 2:I mean, I have been I was an intern once, and my job was basically to open up an Excel template every day, copy paste some numbers, sort of make sure all the formula's held. And over the internship, over the couple months, I wrote more and more Visual Basic so that my job went from eight hours on the first day to four hours to eventually, it was like fifteen minutes.
Speaker 1:Dang. You might see a bull market in water cooler talk.
Speaker 2:Oh, yeah. That's possible.
Speaker 1:As people automate more and more of their work and just decide to yap.
Speaker 2:I'm AI pilled after seeing what the new grad philosophy major I hired to fly drones from a mountaintop has automated at Rainmaker with Claude.
Speaker 1:Yeah. We keep asking Tyler, hey, can you automate this? And he says, sorry, sir. It's it's it's not it's not possible yet. It's not possible yet.
Speaker 1:I don't I don't believe it.
Speaker 3:I never said that.
Speaker 2:Okay, Claude, take this unstructured data and turn it into dashboards that will give executives deeper insights into critical business functions. Make no mistakes.
Speaker 1:Jira tickets says all reliable because Sophie posts some version of this.
Speaker 2:Wait. Really?
Speaker 1:Once a day.
Speaker 2:No. Once a day? Basically. No way.
Speaker 1:He's gone viral with the same concept. Atlas says, Claude, here is a picture of my crush. Claude, here is her phone number. Make her my GF. Make no mistake.
Speaker 2:That's also his bim playing. Has their role to play in the post singularity Hangout sash.
Speaker 1:Jawan says, there's no point in learning or doing anything anymore. Just learn English and acquire a good mental model of things and just type, bro. Just type.
Speaker 2:We'll see. I mean, you have to actually be inspired to come up with something that people want, talk to users or something like that. We gotta go over to the OpenAI device. There's new leaks. Back to tech.
Speaker 2:Alleged leaks. We'll see. It's a new audio wearable meant to replace AirPods, and so it aligns with what the information has been leaking. The code name, Sweet Pea. Interesting.
Speaker 2:It looks like a mega metal egg stone with two little capsules behind the ear aiming for a two nanometer chip, maybe a custom chip for phone like actions. Big ambition, 50,000,000 units in year one. That's a lot of devices.
Speaker 1:Yes. Foxconn has been told to prepare for five total devices by 2028. Wow. All not known, but a homestyle device and a pen are still considered.
Speaker 2:I wonder how serious going to Foxconn if you're OpenAI. You go to Foxconn and you say, prepare for five devices. What does that really mean? Does it mean, okay, help me prototype, do some demo runs, build me one or two, and and maybe we'll do one of the five, maybe we'll do two of the five. Is Foxconn really reorienting everything around this?
Speaker 2:Are they totally prepared to make five? How serious that serious is that? I don't know. All all I know is that it's exciting. I like I like hardware.
Speaker 2:It's fun. It's a I'm we're seeing it. We're seeing glimpse of this with the kids with with the board and with the the what was what was it called? Camera box? No.
Speaker 2:Sticker box. Yeah. Sticker box.
Speaker 1:Yeah. I think I mean, OpenAI, it sounds like Johnny's team Yeah. Are the ones that are kind of pushing for this form factor according to obviously, this is a rumor. But picking a form factor similar to AirPods, which have insane product market fit, which last time I checked, they're like a $20,000,000,000 revenue line for Apple. It could be a standalone business by itself.
Speaker 1:And again, if you look back to the infamous interview with Gerstner, Sam was saying, like, we have a device coming. We have a device coming. Don't
Speaker 2:worry It's a mini about units. That's a lot of revenue, potentially. I I I don't know. If they sell them what what do you think the price point for a for a OpenAI device would be? $300 $1,000 $999 $3,500 like
Speaker 1:the Apple Pro like I feel like they have to stay in the range of Of AirPods. Right.
Speaker 2:AirPods. And AirPods are between $100 and $300 basically. So low single digit hundreds. Well, Andrew Curran has a projection for what it'll look like. If they ship this, I think they got an absolute blockbuster on their hands.
Speaker 1:This goes so hard.
Speaker 2:It goes so
Speaker 1:The reason I like it is because the computer part is actually on the back. So it frees you up to just stay
Speaker 2:Totally locked locked in. Super cool. And also, love that there's a display that you can't see, but everyone else can. Apple has just introduced Apple Creator Studio, says Aaron here, analyst at MacRumors. Final Cut Pro, Logic Pro, Pixelmator Pro, Motion, Compressor, and MainStage, plus new AI features and premium content in Keynote, Pages, and Numbers come together in a single subscription.
Speaker 1:I would love to know what the average iPhone
Speaker 2:Mhmm.
Speaker 1:Customer spends on software monthly.
Speaker 2:They're printing. Their services business is is everything at this point.
Speaker 1:Yeah, guess you could just divide services revenue.
Speaker 2:Well, services revenue, they don't really break it all out. Whenever they talk about services, they talk about Apple TV, all the wonderful TV shows and movies that they're producing. But then a lot of the services revenue comes from the App Store, 30% cut. You're laughing. What's funny?
Speaker 1:Dave says, Jordy, you dork. You didn't pirate.
Speaker 2:I didn't pirate it.
Speaker 1:Honestly, I Yeah. What would make it? My father was very much like you wouldn't you wouldn't You wouldn't you wouldn't steal from the grocery store. Don't don't steal from You wouldn't pirate a car. Big computer, big Apple.
Speaker 2:Yeah. Respect. Respect big tech from day one. Let's read through this, back and forth between Tim Sweeney and Palmer Lucky because they're going back and forth. PC Gamer reported that Epic Games CEO Tim Sweeney argues banning Twitter over its ability to, AI generate adult images of minors as just gatekeepers attempting to censor all of their political opponents.
Speaker 2:Tim Sweeney fired back and said this is a vile lie by PC Gamer. I criticized a government official for pressuring Apple and Google to block a speech app owned by their political opponent, deplatforming 500,000,000 users on the pretense of stopping a small number of users from distributing disgusting content. And Palmer Lucky chimed in and said, PC Gamer loves to make things up about people they don't like, and he's going back to report that PC Gamer put out about what this is headlines. Tech billionaires, including Palmer Lucky, set up dumb new bank for those who didn't get burned enough in the twenty twenty two crypto crash. You could write a headline like that?
Speaker 2:That's insane.
Speaker 1:Why why does PC Gamer Just so hard.
Speaker 2:They literally use the word dumb. I I mean, I guess this is opinion piece or something, but it's all about the stablecoins, and they call him a bond villain. Wow. They really don't like him. This is crazy.
Speaker 2:Palmer replied. He said, quote, the point of SVB and thus Erebor is risky bets on fledgling start ups that are unlikely to be backed by traditional finance, which has all these pesky rules and regulations. Why are you lying? The point is literally the opposite. It's time for Silicon Valley to actually get involved and organize in California One, financially tough times are ahead for California.
Speaker 2:California's government will almost certainly try to loot Silicon Valley. Silicon Valley will flee. Four, this will create a severe loss for the Bay Area in California and for The United States. Five, the only way out is for successful technologists to run and win for office at every level in the '2 2026 midterm elections, especially for governor.
Speaker 1:Newsom says, this will be defeated. There's no question in my mind. I'll do what I have to do to protect the state. Mhmm. Well The governor has long opposed the wealth tax because of concerns over the state.
Speaker 2:All of that is just very, complicated. But there's really good news because now you can book a hotel on the moon. A new startup backed by NVIDIA NY Combinator is planning to develop the first hotel on the moon by 2032. I'm going. I'm going.
Speaker 2:It's starting at $416,000 per night. We'll see where that actually lands. Thank you so much for tuning in. We will see you tomorrow at 11AM Pacific. Leave us five stars on Apple, My Guests, and Spotify, and sign up for a newsletter at tbpn.com.
Speaker 2:See you Cheers. Goodbye.