TBPN

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after.

Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.

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What is TBPN?

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.

Speaker 1:

Yeah. The the the show yesterday was good. Tyler did a good job, but I think he had the deck stacked in his favor. He had a stacked lineup. You got Nikesh Arora on, Aidan Smith from Flapping Airplanes, Oculiar, Max from Legora.

Speaker 2:

He was dialed.

Speaker 1:

It was easy mode for Tyler. I wanna see Tyler do a show with just Jordy, tier list of a mansion where Jordy doesn't wanna say his true opinion because he knows the guy that owns the house. That's what makes a great cohost. If you wanna if you wanna elevate from sub host to cohost, I think that's what you gotta do. You gotta you gotta put the screws to Jordy when he doesn't wanna give his true take and get him to crash out.

Speaker 1:

That's what I wanna see. But no, fantastic job.

Speaker 2:

Yeah. You didn't you didn't get me to crash out.

Speaker 1:

No. No.

Speaker 2:

No. But you know who did crash out? You gotta... You know who did crash out? Who?

Speaker 2:

Who? Milton.

Speaker 1:

Trevor Milton. Oh, Crashed out

Speaker 2:

in the...

Speaker 1:

You crashed out.

Speaker 2:

I crashed out and he responded. Yeah. So we had a... We we talked about Trevor Milton's new jet company.

Speaker 1:

He had a Okay. An announcement, a launch, an event. When

Speaker 2:

he put

Speaker 1:

plane on its wheels or

Speaker 2:

Yeah. So so the plane

Speaker 1:

fade over that.

Speaker 2:

The plane was a, like, a a full scale mock up. Okay. It was not meant to be Yeah. A real plane.

Speaker 1:

They have a real plane separately. This is the... This is a a build of the new plane.

Speaker 2:

Yes. Yeah. Yes. Okay. And, anyway, so we posted the video.

Speaker 2:

And what did Trevor what did Trevor actually say?

Speaker 1:

He was firing off in the comments.

Speaker 2:

Responded to our video saying haters are going to hate. We already have more than 50 on order slash LOIs by real buyers.

Speaker 1:

Not bad.

Speaker 2:

It might be the most successful jet launch to date. Keep on talking smack. It makes us work harder and we love the trolling hate. Living rent free in your head. He was also going back and forth with some other people

Speaker 1:

Yeah. He was...

Speaker 2:

In the comments. A lot of people were saying definitely not buying a plane from Trevor Milton, and he responded, we wouldn't sell you one.

Speaker 1:

And I go the other way. I think I think finally, a plane exists for the thrill seeker. You know, flying private is such a luxury, but we know that once you get to a certain level of wealth, you gotta put it all on the line. You gotta climb Mount Everest. You gotta be risking the

Speaker 2:

dog and

Speaker 1:

track skydiving. You gotta be into extreme sports. So a plane that's a little little rough around the edges is gonna bring you back down to Earth. It's gonna give you some thrill, some excitement, get your heart racing. And for a certain buyer, that's gonna be very attractive.

Speaker 1:

So I think that's actually probably a a risk to the upside

Speaker 2:

Yeah.

Speaker 1:

In this case.

Speaker 2:

So If you got another others are fearful.

Speaker 1:

You gotta be greedy when others are fearful on these planes. Okay. Okay.

Speaker 2:

Another media company, the VIP seats, said we were there for the unveil, posted about how poor the presentation was, and he started attacking everyone on x.

Speaker 1:

And he came over to Instagram.

Speaker 2:

You're the only clown who would be dumb enough to allege that. Literally, entire NBAA has been raving us about us by the thousand and landed almost a billion in orders. What else did he say? A billion in orders. Keep posting your test...

Speaker 2:

You Tesla troll wannabe comments, and we'll keep building an incredible plane that you only wish you could fly. Your hate fuels us. Living rent free in your head. So he's living rent free in a lot of heads. The plane was supported by a post and again this was a mock up.

Speaker 2:

But when Trevor Milton responded to the picture of the post and said you're literally miss misleading the world. See the real picture. At least report honestly l m a o. And he posted a picture Zoom in. A different picture of the plane.

Speaker 1:

Different picture of the plane, but most importantly, understand the aesthetics of what he just did. This is a lead posting because he should have photos of this plane saved to his camera roll. He didn't. He went to what appears to be Google Images or something, found a horizontal... A landscape picture of the plane, took a screenshot of it in portrait mode to make the image of the plane extremely small, didn't crop it out so you can see his battery level and he...

Speaker 1:

And the time at which he took this screenshot. That is just a level of of unk posting that you very rarely see on the Internet these days. Most people, even if they go for the screenshot, they'll do the courtesy crop before they share the screenshot, and maybe they won't crop out the

Speaker 2:

the Maybe not a perfect crop.

Speaker 1:

Yeah. Occasionally, some of the chrome, some of the extra buttons might get in there. A little watermark might sneak in, but you're still doing the person the courtesy of cropping it down so they can see the the image basically full screen if they want. He didn't do that. He drops the portrait screenshot of a landscape photo.

Speaker 1:

That's elite on posting. I don't I don't know how else to

Speaker 2:

describe I was somewhat confused because the picture was posted by Preston Holland. Okay. And he said, you're literally misleading the world. See the real picture. At least report honestly, l m a o.

Speaker 2:

And I was very confused by this because it seemed like he was implying that that wasn't how they presented the plane. But I went and checked and saw actual video of the plane in the post. Mhmm. And so he seems to be alleging that this poster, the VIP seat slash Preston is misleading the world when in fact that is just a real picture of the presentation. Maybe.

Speaker 2:

The wing had a post.

Speaker 1:

It could be a conspiracy where someone went to the presentation, took a video of the plane without the post, took that video, loaded it into After Effects, Cinema four d, Houdini, an advanced three d modeling software, modeled a post, composited that into the video, and then uploaded the final product after blending it in

Speaker 2:

perfect. We got eyewitness reports. Zach Debo says, Trevor is like the kid in school who always tries, studies all the time, and just never passes the test. Mhmm. And Trevor says, except I did and built the first...

Speaker 2:

He did pass the test. Except I did and built the first ever production hydrogen and better electric semi truck from the ground up that went from idea to priloduction five years before Tesla.

Speaker 1:

Yeah. The priloduction. That is another elite misspell.

Speaker 2:

Prial duction. Five years before Tesla. Built six companies, three successful and three not. Broke the world's speed record for light jets as a pilot. That's sick.

Speaker 1:

That that's... Can

Speaker 2:

we fact check that?

Speaker 1:

We gotta fact check that, but if that's true.

Speaker 2:

And launch the most advanced flight deck in the world. Incredible history and achievements. What have you done? And Zach just replies, you're chopped, Dunk, which I thought was a little funny and a little rude. Trevor can come on the show, but I really think that he should spend time with Nathan Fielder.

Speaker 1:

Oh, yes. Yes.

Speaker 2:

He needs to become...

Speaker 1:

You can fly anything. Because Nathan's a pilot. Nathan can fly it.

Speaker 2:

It's literally the perfect...

Speaker 1:

It's the perfect... You can see everything too. Oh, hopefully.

Speaker 2:

Trevor, you're welcome on the show.

Speaker 1:

But we do have to live with you for two weeks before you come on the show.

Speaker 2:

So for the record setting flight, I think he was he was on board. Oh. He was not the pilot.

Speaker 1:

Wait. What? He said he's the pilot.

Speaker 2:

Dude, this guy is constantly...

Speaker 1:

So that's the little fib. I'm not

Speaker 2:

gonna say he's lying, but he's he's veering towards fibbing at least on a couple occasions just in this one

Speaker 1:

Stretching his...

Speaker 2:

Instagram thread.

Speaker 1:

Stretching the truth a little bit. I wanna see him behind the sticks.

Speaker 2:

If he's... Yeah. Stretching the --... The record. Stretching the truth twice.

Speaker 1:

How much can you actually set... How much can you actually A single goal. Plane when you're the pilot? Can you can you just, like, floor it and go a little bit faster than you should? Is that an option?

Speaker 1:

Can you go up high and then go down and put the engines on max and just,

Speaker 2:

like Risks

Speaker 1:

go up. Dangerous, but you can actually break the speed of sound in in a Gulfstream if you try, if you're if you're risk on. Is that possible? I don't know.

Speaker 2:

No idea.

Speaker 1:

We'll find out because we're gonna make Tyler do it. Meta is introducing new Class C stock. The plan is to distribute one Class C share for every existing A or B share at the start of the next year. So it's basically a two for one stock split. It's not a fundraising opportunity, doesn't make Zuckerberg richer, and it doesn't dilute anyone's ownership percentage, but it does have a bunch of interesting knock on effects.

Speaker 1:

And, basically, there's two wildly different narratives. I sent you both of these posts, I was like, it's the same story, but the New York Times and semaphore have completely different rationales for what's going on, so I wanted to get to the bottom of it. So this is not the first time they proposed this Class C stock. It happened in 2016. Meta, which was then called Facebook, of course, proposed creating nonvoting Class C shares.

Speaker 1:

The the reasoning back then was that Mark Zuckerberg said, hey. I'm doing the Chan Zuckerberg initiative. I'm giving away a lot of my money. I'm doing a lot of philanthropy. I want to do both.

Speaker 1:

I want to be able to run Meta as the sole decision maker with the supervoting stock and be able to not be fireable and be able to have control over the company that I founded, and I want the supervoting. But I also want to be able to sell down my economic position or donate it to Jan Zuckerberg. They can sell it to fund philanthropic initiatives, build hospitals, do a bunch of great stuff. And so he tried to do this, actually got challenged by shareholders. There was a Delaware trial that was scheduled, but Facebook withdrew the proposal in September 2017 before that trial.

Speaker 1:

And after the trial, Zach was like, I don't even need to sell because my stock's ripping. He actually said this. He said, the the share price appreciation in Meta has allowed me to fund everything with the Chan Zuckerberg initiative, which is probably true. Because at a certain point, you're just like, oh, what? I have to deploy $50,000,000,000 in nonprofits?

Speaker 1:

Like, there's only so many projects you can do before stuff gets unwieldy. And so he was probably in a pretty good place, but it was still an interesting motivation and and and didn't go through. Then... So the goal, the overarching goal hasn't really changed in the last decade. The goal is to allow Zuckerberg to sell or donate or pay taxes with the economic portion of his Meta stake without losing control over the company that he founded two decades ago.

Speaker 1:

So in the intervening years, things have come up, tax bills, philanthropic opportunities, AI build outs, and Zuck needs to manage his control against these issues as they arise. And so the NYT tells the story as basically entirely tax related, which is interesting because there's obviously a lot of different things going on. So the New York Times said, mister Zuckerberg has been negotiated with met... With Meta's board since July over dinner with board members on September 9. He effectively gave them an ultimatum.

Speaker 1:

If a deal wasn't struck, he would sell his home in Palo Alto, and the listing would be public. And so I assume what he was doing here was, like, all the other meta board members have huge homes in Palo Alto, and if he sells his, it's gonna tank their real estate prices. So he's saying, I'm I'm gonna I'm gonna

Speaker 2:

I'll do it.

Speaker 1:

I'll do it. Do it. I assume that that that that was the that was the veiled threat.

Speaker 2:

Do you think he's trying to have his cake and eat it too?

Speaker 1:

I think he is, actually. I think that's exactly what's happening.

Speaker 2:

I I think this might serve multiple purposes.

Speaker 1:

Yes. But the market will probably say, yeah. Go ahead. Have some cake. Eat it too.

Speaker 1:

I I I I don't think they'll I don't think they'll care because for a long time, you bought Meta class a shares. So he has Class B, which have 10 voting, 10 votes per share. You bought Class A shares, which have one vote per share. Now you're gonna get Class C that has zero votes per share. Never mattered because you were never going to get more than 50%.

Speaker 1:

The the the votes never really Yeah. Like, they never really show... Sold meaningful voting stock. And so when Meta goes to the market, investors just say, what is the economic opportunity? What is the economic return?

Speaker 1:

And so in theory, you you can go to the market with something that's preferred plus a board seat. We do this all the time in Silicon Valley. We say, yeah. We're selling 20% of the company. You get a board seat.

Speaker 1:

You get information rights. You get pro rata. You get a million things. It's it's so much value, and we're only gonna charge you a $100,000,000 for that or whatever a start up selling for. Meta will do the same thing.

Speaker 1:

Sure. The shares might be slightly less valuable because they have zero votes instead of one vote. Realistically, the buyers of this are only interested in the financials. They don't care about the vote. So it doesn't really matter.

Speaker 2:

So what's your takeaway? You think he wants to scratch two itches at once?

Speaker 1:

Yeah. I mean, he... I I I do think he cares about the billionaire tax, and I do think that it's completely rational to get out of California before it hits. And I'm surprised that this is even a discussion. I thought that the reason he bought that Florida home was that he was going to claim residency outside of California as of 2026.

Speaker 1:

It seems like this was mostly going over throughout the year. But if the tax passed, it would be retroactive. He would still be on the hook for it, but at least he could challenge it in court. But it's funny because it makes friends look

Speaker 2:

bad when it and then during that time, he would leave and so that you would have this, like, worst case scenario, that one time 5% versus

Speaker 1:

But the interesting thing is that, like, the Google co founders have done the exact same thing. They've done a stock split, and they've maintained control, voting control while relocating to Florida, avoiding the billionaire tax potentially. But no one really cares because Sundar is the face of the company. The interesting thing is, like, the board... The the way the New York Times frames it is, like, the board wanted Zuck not to sell his Palo Alto home because it would be a negative signal to the employees.

Speaker 1:

No. No. Not the fake reason I was joking about.

Speaker 2:

No. No. No. No.

Speaker 1:

What are laughing at?

Speaker 2:

I'm just laughing at Trey. He wants both birds in the bush to be in his hand.

Speaker 1:

Yes. But but as... Let's say you're a board member. Do you care if Mark Zuckerberg can't spend more than a hundred and eighty days a year in the headquarters where all the researchers are, where where they're building MSL, where they're, you know, building muse? Does he need to be on-site?

Speaker 2:

I think I think he has to just wanna be. Like, he is he is the only... Not the only. One of a very, very small group of people running a company at that scale that is, like, truly in founder mode. Yeah.

Speaker 2:

No founder In the arena. No elite founder that I've ever met says, yeah, I love working remotely. Yeah. I love being away from my team for half the year.

Speaker 1:

And he probably travels a ton.

Speaker 2:

So it's much more like the board is probably like, yeah, kinda do whatever you want.

Speaker 1:

Yeah.

Speaker 2:

Like, live wherever you want. But you can imagine he's the one being like, I wanna be in the office as many days as possible with the team.

Speaker 1:

That was not the NYT report. The NYT report was that he wants to avoid getting diluted past 50%, losing control of the company because he has to spend a hundred and eighty six days a year in Florida and can't be on-site in Menlo that often and would have to be more remote. And he's like, look, if it's between being in the arena in the in the Menlo office a ton and losing control because of this tax, I'm choosing I'm choosing Florida. 305. Yeah.

Speaker 1:

Mister Worldwide. He's being mister Worldwide potentially. That was at least the that was at least the debate, the way it was put to the board, and now it's a nonissue because they are gonna issue the Class C stock. So if he does get hit with a 5% tax, he'll sell the economic stake, not the controlling stake, and he'll be able to stay in TBD Labs in in the Yeah. In the building.

Speaker 1:

I don't know why I watching, but it's interesting because both of these these rationales are completely justifiable from, like, the PT lens of framing, which is, like, of course, leave California if they're gonna tax you and you can just go to Florida. And then also, like, of course, issue a bunch of equity if you have a really, if there's a new technology that you can actually invest against.

Speaker 2:

Make an omelet without breaking a few eggs.

Speaker 1:

Yes, Jordan. Yes. Without issuing some new equity. But this is the critique of Google. They have a $100,000,000,000 in cash.

Speaker 1:

They don't they don't spend it. They're just returning it to investors. The... They are stagnated. They're out of ideas.

Speaker 1:

Now we're in the era of... There's tons of new ideas. There's tons of new new new ways to deploy capital at a high rate of return. Go and invest. There's a debate over Meta's ROI on AI CapEx.

Speaker 1:

But, like, at least the company is thinking, like, let's go big. Let's not be the stagnation company, and let's not just buy back our stock and pay out cash to to shareholders. Let's go pursue the next great thing. Let's go try and do something bold. And so both of these stories are framed.

Speaker 1:

At least a lot of people are like, oh, it's bad, but I see them both as, like, yeah, totally rational and very good for a leader to be doing that You know who's gotta download Figma, set up an account? Anyone with an iPhone app who wants it to run on the iPhone Duo. You've seen these screenshots of all the apps that are not optimized for the Duo yet. The YouTube app is looking kinda rough. They they did stretch out the screen, but it still has this bar...

Speaker 1:

This black bar on the right side. It's a new design challenge.

Speaker 2:

So

Speaker 1:

Very doable to solve, but...

Speaker 2:

Yeah. As Apple Yeah. How do you release a device without having...

Speaker 1:

Especially in the era of of AI agents.

Speaker 2:

All... No. Not not even that.

Speaker 1:

Okay.

Speaker 2:

Okay. You're launching this device. It's the biggest update to the iPhone

Speaker 1:

Mhmm.

Speaker 2:

Since the iPhone got lighter, faster, stronger, blah blah blah.

Speaker 1:

Yeah. It actually is new. No.

Speaker 2:

It is the biggest update to the iPhone in... Since the original iPhone.

Speaker 1:

Yeah. Yeah.

Speaker 2:

Right? Yeah. And you don't bother to make sure that YouTube and Instagram and Spotify

Speaker 1:

Well, do you think it's do you think it's the opposite? Do you... Because what happened with the Apple Vision Pro was, Apple said we have this amazing new VR device. Developers are gonna be able to build apps for it. There's a there's a developer program where you can get the software a little bit early, optimize things.

Speaker 1:

And, basically, every tech company was like, no. Like, we are not jumping on your new ecosystem. Go kick rocks because Yeah. But this completely 30%. We don't wanna do you the favor.

Speaker 1:

You're gonna have to suffer

Speaker 2:

from Completely different. Okay. An extension of the iPhone.

Speaker 1:

Yeah. No. I agree.

Speaker 2:

Update to the iPhone. Yeah. Most popular consumer... The the the number one hit product in the history of consumer hit products.

Speaker 1:

So why do you think it happened? Do you think that I just think it's Do think that the developers of the YouTube iOS team didn't get devices early enough or they didn't software preview.

Speaker 2:

The germinator had said that people had had access to the device for about a month.

Speaker 1:

The device and

Speaker 2:

If you're a big developer, so so

Speaker 1:

And and maybe an emulator too.

Speaker 2:

It's like on one hand on one hand, it's the fault of of the big companies.

Speaker 1:

Mhmm.

Speaker 2:

But on the other hand, I think Apple has to like take the responsibility for it because it's your product that you're selling to customers and they're having a bad experience. Yeah. So I think it comes down. The buck stops with Apple. Mhmm.

Speaker 2:

But overall, it's just like such a embarrassing launch Mhmm. For Apple. People have even been poking at the the like iOS, like issues with the actual

Speaker 1:

The actual software. Like native Native software. Software. Is not optimized yet.

Speaker 2:

Is not great. Like, you know so interesting. If you're running a timer with Yeah. A certain angle, you can only see one of the numbers. Weird.

Speaker 2:

So the whole thing was just completely botched and it's super embarrassing because now Yeah. A million people have seen like, hey, if you buy the iPhone Duo, it's gonna be this like clunky experience. And all this stuff will get fixed in the next couple weeks, but massive unforced error.

Speaker 1:

We have a take here from... Like, I don't even think this

Speaker 2:

doesn't... The... What it comes down to, it doesn't reflect badly on, like, Spotify.

Speaker 1:

Okay. I thought Spotify was the one that was optimized correctly. Maybe. Yes.... Seem like

Speaker 2:

every single one of them looks bad.

Speaker 1:

People are people are...

Speaker 2:

So it doesn't look that bad for

Speaker 1:

all the different apps. And they're also dunking on Apple. Like, this is from TechDroider, which I assume is an Android publication, so they're bound to take a victory lap here. But they say, Apple literally mocked other foldables at its launch event saying vertical scrolling feels compromised, and watching movies means dealing with oversized black bars that make the screen much smaller. Now look at Apple doing the same thing, and suddenly Apple fans and some influencers are defending it.

Speaker 1:

LMAO, the hypocrisy is unreal. But, I mean, it is a good point. Like, to release something that drops black bars on, on day one is, is a rough, rough Here's the one market.

Speaker 2:

Yeah. That I was referencing.

Speaker 1:

Yeah.

Speaker 2:

This is Apple software call... Quality in 2026. This is supposed to be a fifteen minute timer.

Speaker 1:

Oh, and it's not rendering properly. That's very odd.

Speaker 2:

Again, it's like

Speaker 1:

Well, is it scrolling? Oh, I guess even if it's scrolling, that's like a weird feature.

Speaker 2:

But... Yeah.

Speaker 1:

I mean Let's just do fifteen m instead of fifteen min.

Speaker 2:

Apple's just better than this. Yeah. I'm not gonna Too better. Know? I don't think it's on the new Yeah.

Speaker 2:

CEO.

Speaker 1:

I mean, the the the the Grubernator, John Gruber over at Daring Fireball said that

Speaker 2:

The Grubernator, you mean?

Speaker 1:

What? The Grubernator. No. It's the Grubernator. The Groominator and the Groominator.

Speaker 1:

The Groominator was saying that, it feels like he's gotten used to an... He's gotten to use an extraordinarily polished prototype, but not a finished product that he'd want to buy and carry.

Speaker 2:

Which is

Speaker 1:

This is not a

Speaker 2:

good review. To go back to back with the Vision Pro and the Duo getting just appalling reviews.

Speaker 1:

Oh, come on.

Speaker 2:

No. Getting the getting the it's a good prototype. Right? Yeah. Getting the it's a good prototype review is just like not Apple's standard.

Speaker 2:

Right?

Speaker 1:

I don't know. Patrick, he's having fun. He says he's perfected the one handed flip. And I think this might... Oh, that's good buck.

Speaker 1:

Pull this video up. Apple is

Speaker 2:

no longer better than this. They should be, but they're not. My disappointment is immeasurable.

Speaker 1:

Yeah. But but watch Patrick flip this thing around. Tell me this isn't fun. This is great. Look.

Speaker 1:

Okay. Flips it around. Flips it with one hand. Boom. Slaps it open.

Speaker 1:

That's fun. That's great. You wanna do that. Yeah. Click.

Speaker 1:

That's gonna be satisfying. It's a fidget spinner. It's got the same dynamic as a fidget spinner. This is gonna be a hit. Doesn't matter.

Speaker 2:

It's huge.

Speaker 1:

The software doesn't need to run. Just just brick it. Give me something just to play with. Put just... Brick it and just put one one page of text on there that I can just read, my mantra, and then that's good enough.

Speaker 1:

I don't know. Unbelievable. The iPhone Duo display has been hiding a shocking secret. Somebody finally dailed... Dared to peel off the matte film covering the iPhone Duo's display.

Speaker 1:

What they discovered

Speaker 2:

is something

Speaker 1:

with the film. It looks surprisingly uneven.

Speaker 2:

Way too dramatic.

Speaker 1:

Don't pull don't pull the don't pull the matte film off.

Speaker 2:

Yeah. The matte I

Speaker 1:

I ripped the product apart, and it didn't work as expected. That makes no sense. Anyway, yeah. People are... You know, the polish is not quite there.

Speaker 1:

Joanna Stern's been testing the product. She's folded it. Oh, she built the device or had a friend build a device that would fold it 32,000 times over and over and over again, and it seemed like it held up pretty well. So I don't know. Taek Kim doesn't like it, though.

Speaker 1:

He says, half baked. Read this review before ordering. The initial enthusiasm on the neat opening Duo animation has faded hard. It may all but disappear after the first wave of Apple fan early adopters. This is a very bad iPhone experience.

Speaker 1:

I don't know. I think the software gets patched pretty quickly. These these things these things move pretty quickly. And I feel like they should move very quickly in the age of AI coding. Like, if you're a small app developer and you're like, ugh.

Speaker 1:

Like, yeah. 1% of my audience is using the iPhone Duo. Do I really wanna open up Xcode and sit there and rewrite all the views and get an Objective C or Swift and and and actually hammer out of, you know, a layout that looks good? If you can point an AI agent at this and get it to... Get you 90% of the way there, maybe you'll do it a little bit faster.

Speaker 1:

So I would expect some acceleration towards the software being good and functional very quickly. But it does look like after a bunch of folds, you can see the crease a little bit more. I don't think people really care. I don't know. The crease doesn't seem like that big of a deal.

Speaker 1:

Anyway, Ben Thompson has, I think, yet to review the iPhone Duo. I'm sure he'll discuss it. He's talked about it a little bit, but he's also presented by Stripe now. That's huge news. I think we put up a card for it.

Speaker 1:

Very, very great to see NASA. The techery partnering with a fintech company. Great partnership because Stripe is obviously a very successful company, but not the the hottest, most dramatic. Oh, you gotta track earnings. Who knows?

Speaker 1:

Maybe they'll never IPO, so Ben will never be called upon to cover Stripe earnings because they will never be reporting public numbers to be analyzed, but also, a long lineage of working with Ben because he built his entire business on Stripe. And so, very, very excited to see that, and excited to to hear some ads and through techery, finally. This has been our mission.

Speaker 2:

This is our moment.

Speaker 1:

We... The first episode...

Speaker 2:

As much as this has been a stripes moment, it's also our moment.

Speaker 1:

Yeah. It really is. We gotta pat ourselves in the back here and take a little victory lap because when we started this show, we said our goal was to get every tech podcast to have advertising and we're pretty close to done.

Speaker 2:

One step closer.

Speaker 1:

Pretty pretty close to done. I don't know. Is there anyone that's missing? I think Tyler Cowen, Conversations with Tyler. Although Tyler Cowen, Conversations with Tyler, fantastic show, a little low on the ad load, personally.

Speaker 1:

I don't think I've heard an ad in there ever. Occasionally promote live shows and specific events that are happening. I don't really count those. I want money in his pocket for those ad reads. But he's maybe moving over.

Speaker 1:

It feels like he's moving over to The New York Times hosting Ross Douthit's old show, Interesting Times with Tyler Cowen now. New York Times, that's an advertising monster. So that's some good news in the world of advertising. You're going be able to buy ads on a Tyler Cowen product for the first time. You can buy ads on a Ben Thompson product.

Speaker 1:

You can buy ads on all in product. Of course, TBPN product, we got plenty of ad space. Yes. Lock in. Anyway, anything else that we wanna talk about?

Speaker 2:

There were a

Speaker 1:

of other things going on.

Speaker 2:

To end here Yes. This is kind of the dream daily for...

Speaker 1:

This is is Elias or Yudkowsky's car. We finally saw it. This is what he's doing.

Speaker 2:

Can we get some sound? Because this thing sounds amazing.

Speaker 1:

Plea... Someone please be my ops. Is this real or is this AI? I can't even tell.

Speaker 2:

No. This guy, I think, actually builds a bunch of insane vehicles. We gotta get him on the show immediately.

Speaker 1:

Really, really cool. Mad Max c seven. It's a good...

Speaker 2:

Look at that.

Speaker 1:

I like the chains on the side. That's a really nice touch.

Speaker 2:

Is this like a moving truck or not a moving trucker, like a... An old

Speaker 1:

Looks like a dump truck. Ambulance or something. Yeah. Yeah. Dump truck or something.

Speaker 2:

But this is the car of the future, everyone. This is gonna be how you get

Speaker 1:

When the grid goes down, this is what you're gonna wanna be driving. Get this vehicle. Lock it in. Get this get this get this going. Anyway Anyways.

Speaker 1:

Anything else you wanna talk about today?

Speaker 2:

Oh, one more... One product suggestion suggestion for Yeah. Lucy. Oh, yeah. I wanted you to build.

Speaker 2:

I wanted you guys to make this. Okay. The gum watch.

Speaker 1:

Oh, this is good. I hadn't thought about

Speaker 2:

this. A hitter.

Speaker 1:

The gum watch. This is a real this is a real product.

Speaker 2:

Called Crazy Planet.

Speaker 1:

This would be a good drop from them. I I... I'm gonna send this over to the team. Crazy Planet. I'm surprised.

Speaker 1:

I've seen a lot of, like, pouch holders, different different ways to hold your your nicotine pouches, your nicotine gum. But in the watch is...

Speaker 2:

Having it on the wrist. It the

Speaker 1:

wrist is good. I think I think you'd... That'd be a hit with you.

Speaker 2:

And the final post of the day, just put the lightning in the bottle, bro.

Speaker 1:

Just do it. Stop making excuses.

Speaker 2:

Just put the fries in the bag and then put the lightning in the bottle.

Speaker 1:

You caught lightning in the bottle. When you caught lightning in the bottle, it's time to time to double down, maximize maximize the the ROI on whatever you did that was described as lightning in a bottle. It's rare. So when it hits, you gotta go. You gotta burn all the all the other ships and focus.

Speaker 1:

That's Good Anyway.

Speaker 2:

That's right.

Speaker 1:

Leave us five stars in Apple Podcasts and Spotify. Tyler got that wildly wrong yesterday. He said follow us on Apple Podcasts. We don't ask for follows around here. We ask for five star reviews.

Speaker 1:

If you're thinking this is a four star show, don't tell us. Keep it to yourself.

Speaker 2:

Keep it to yourself, please.

Speaker 1:

Keep it to yourself. Also, sign up for our newsletter at tbpn.com. Don't just sign up for our newsletter. We don't leave the viewer to figure out where to sign up. We tell them exactly where to sign up.

Speaker 1:

It's on tbpn.com. And I also remind the viewer that we will be live the next day. We will see you Friday at 11AM Pacific, so tune in then. And thank

Speaker 2:

you for

Speaker 1:

watching us today. Goodbye.

Speaker 2:

We love you.