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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.
Speaking of AI adoption, is anyone adopting x AI? Certainly, investors are because they got $20,000,000,000 in the bank now. Seriously, we talked about it yesterday, but I wanted to reflect on it because there were rumors that they weren't going to get this one done.
Speaker 2:These were just rumors. Yeah. But when you looked at XAI's traction relative to their valuation at the time, they looking for a greater valuation than anthropic. And yet the enterprise adoption certainly didn't justify it by itself.
Speaker 1:Yeah. There were lots of weird questions. The rumor back in November, The Wall Street Journal reported that XAI was out raising $15,000,000,000 in new equity at a $230,000,000,000 valuation and people were skeptical. XAI had accomplished a lot in a very short amount of time. No one would argue with that.
Speaker 1:They definitely caught up. The benchmarks were good. The data centers were massive and they were being completed in record time. That's what Elon's really, really good at. But there was a big question about the product and where it was going.
Speaker 1:It had some useful hooks and some extremely controversial hallucinations, right? But in general, like I did find myself using Grok certainly monthly, probably weekly.
Speaker 2:In the last forty eight hours, Grok has gone a little bit off the rails. Not the first one. But the thing is you have millions of people that are trying to manipulate it into doing things. True. It does have guardrails.
Speaker 2:Yep. But Grock's challenge is that Yeah. You can ask it to create images. Yep. Yeah, it's wild.
Speaker 2:Certainly yeah, again, some of these images have been pretty wild and and have gotten deleted pretty quickly. Yeah. But it is fully automated system. Yeah. And I believe if any other lab had a bot that was doing this, it would be happening to all the other labs, right?
Speaker 2:So this is a thing that don't think it's a Grok problem as much as it is just the nature of the product experience, which is you can just prompt it via comments, and it's all public. It actually gets it's just crazy to see a lab posting images like that from their own official account.
Speaker 1:If we had sat down and done prediction, what lab's going to be in hot water for controversial AI content in January, we both would have agreed OpenAI adult mode. It's coming out. They teased it. BG said it And coming then we get this, and it makes whatever erotica is going to come out of OpenAI is probably not going to be as controversial as what's happening with Grok right now. Right?
Speaker 2:Sure. Part of the reason these images are especially controversial is because it's being shared from the official Grok account.
Speaker 1:Even though Grok and xAI hit a bunch of interesting milestones, did a bunch of great stuff, They didn't really have a breakout in consumer the way ChatGPT and Gemini did, and they weren't making waves with developers the way Clogcode or Cursor were either, and all of that made the rumors of a struggle to raise more believable. I think a lot of people believe that maybe this raise wouldn't happen, but once there were rumors that they get rolled into SpaceX, you get SpaceX stock, that there would be some sort of other thing and just Elon going to make a play, then it would get done. Instead, we are going to be endlessly entertained by the assembly of the ever larger Elon Inc. Megacorp, in my opinion. XAI winning the AI race feels like the wrong framing here.
Speaker 1:I like Dan Wong's formulation of the AI future versus the AI race. There's not some definite point in the future where, oh, the consumer chatbot race is over. It's like you can always build a business and figure out how to grow and scale. And the same thing might be true on the API side and on the cloud side, and that might wind up just being an economic equation. And if you have the cheapest possible energy from space maybe in the future, it could make sense.
Speaker 1:Even if you're not in the most frontier model, there's some interesting thing there. There's certainly plenty of bull cases. Throwing out $420 per share for a theoretical take private of Tesla, then getting sued by the SEC and then blowing past that price is still one of the most entertaining corporate finance sagas in tech history. So in 2018, when Elon pitched the funding secured take private, I think we've sort of forgotten because a lot of our audience doesn't think in stock prices, like the scale of that of like what he was trying to do at that time. So at that time, Tesla was worth $64,000,000,000 and he was proposing to take it private at $71,000,000,000 It's worth 1,440,000,000,000.00 today.
Speaker 1:So it's the the stock is up 22 x since that take The private most entertaining outcome of this fundraise was clearly that I would get the deal done, they did that. And they upsized the route because they got $20,000,000,000 when they were rumored to be raising 15,000,000,000 in Series A funding. Interestingly, that's almost twice the amount of money that SpaceX has raised in its entire history. Lifetime. So SpaceX has done 31 funding rounds.
Speaker 1:A lot of those have been secondary transactions, but Yeah. 31 funding rounds to raise 12,000,000,000. XAI just goes out and raises raises 20 in one round. And so the question, is XAI overvalued? Well, what's the most entertaining outcome?
Speaker 1:Clearly, that would be the Elon Inc. Megacorp forming. SpaceX acquires x AI before going public, which is easier to do than rolling it into Tesla, is public and would face a bunch of scrutiny. And and that gives us a very entertaining situation. Just think about Twitter, which launched in 2006, being owned by SpaceX, founded in 2002.
Speaker 2:Being able to own Twitter and SpaceX in a single ticker.
Speaker 1:Hilarious. Hilarious. It's just it's just the most entertaining outcome. If you went back in time, even in 2010, 2012, even just a few years ago, you were like, what if Twitter and SpaceX merged? What are you talking about?
Speaker 2:Lay off the Ayahuasca, buddy.
Speaker 1:Seriously. But then the question's like, is there gonna be the big merger? SpaceX with XAI and Twitter tucked in plus Tesla.
Speaker 2:He creates some efficiency too. Elon would only need one badge. Right?
Speaker 1:Oh, true.
Speaker 2:Which could Huge.
Speaker 1:Huge productivity boost.
Speaker 2:Yeah. Huge productivity. He probably has to have a full time badge guy.
Speaker 1:So you have you have AI chip design, which is done at Tesla, running models trained by by x AI deployed on Starlink satellites, launched on SpaceX rockets
Speaker 2:Rock running in Optimus robots.
Speaker 1:Yeah. The stock chart will be as entertaining as the hallucinations that happen along the way was my conclusion. Elon Musk says that xAI will have more AI compute than everyone else combined in less than five years. And he's building MacroHard, which now has a
Speaker 2:That is a bold statement.
Speaker 1:He certainly has marshaled a lot of the capital. He doesn't have all of it. He's not as much of a capital sponge as Sam Altman at this moment.
Speaker 2:So this is an actual satellite image, Yes.
Speaker 1:No, they really painted this on the top of the data center.
Speaker 2:I appreciate that about Elon and companies, where they're trying to move so quickly and and the entire ethos is around ruthless efficiency. Yeah. And yet they still think it's worth the time to paint the ceiling of the data center so that you can see it from space.
Speaker 1:Yeah.
Speaker 2:XAI has also bought a third building called MacroHarder. We'll take Is
Speaker 1:this a typo? Or
Speaker 2:Well, I mean, it's I mean, it's all a joke on Microsoft.
Speaker 1:Microsoft, I guess.
Speaker 2:Two gigawatts. We'll take XAI training compute to almost two gigawatts. And how does Grock responding? Impressive expansion. Two gigawatt will supercharge our quest for understanding the universe.
Speaker 2:Good news. The mass production audit for Tesla's Optimus v three has been completed, and seven Chinese companies have been finalized as core suppliers. Operating as tier one partners, these firms will manufacture critical components and support key assembly processes. The supply chain is geared to kick start mass production in q one twenty twenty six, targeting a capacity of 50,000 to a 100,000 units by the end of the year. Does this mean Butler ready robots with some sort of intelligence we have not seen will be ready by then?
Speaker 2:And again, it's like I imagine Elon would be excited about doing like some type of like shock and awe Mhmm. Announcement. Mhmm. But at the same time, I feel like he also likes teasing stuff and like Really? Pretty far in advance.
Speaker 2:And so if he's planning to be selling 100,000 units this year of the Optimus, you would imagine that we would have been hearing about it, seeing some more demos, and getting teased. But it still feels like we need some type of meaningful breakthrough before these are gonna be Maybe there's a 100,000 people that have absolutely printed on Tesla. Just gonna be like, I'll just buy one. You know, I'm just ride or die. Right?
Speaker 2:But that's a big, big number, especially when you're talking about, I expect these to cost somewhere in the range of, what, dollars 50,000 to I
Speaker 1:don't know.
Speaker 2:Dollars 50,000 plus.
Speaker 1:I was listening to George Hotts talk about the Optimus robot. And he was setting timelines further out. He was sort of saying, like, the humanoid robot thing will happen more like in a decade. But he was saying that it's a great project for Tesla because you can put the Optimus in all their showrooms, and those are really big draws for people. You go in, you see the robot, even if it's, like, on some prescheduled hard coded routine, it's doing like a choreographed dance or it's teleoperated.
Speaker 1:Whatever it is, it's like a great, awe inspiring thing to just pull you into the random Tesla showroom. But there's only 300 Tesla showroom
Speaker 3:details.
Speaker 2:Do you think that post from Denny's on X earlier was maybe Was that one? Response to seeing some of this Optimus news?
Speaker 1:You think
Speaker 2:so? They said the trough is open, piggies. What? Maybe this is teasing that they're going to get some optimists.
Speaker 1:It seems like it's teasing an AI generated vertical video feed from Denny's. He's to get those social networks
Speaker 2:Having and a fast food restaurant make a short form video app, and it's just AI slop of their food.
Speaker 1:That'd be really good.
Speaker 2:Good activation, you could probably build
Speaker 1:that. I mean, we're supposed to be going
Speaker 2:into I'm glad.
Speaker 1:Timu SaaS era, or Sheehan SaaS. Fast fashion for SaaS is what Sam Altman called it. And so you would think that someone at Denny's could vibe code a vertical video app in a weekend and deploy it as a prank.
Speaker 2:So SaaS is going fast fashion. Yeah. Maybe fast fashion needs to go Fast food. Find SaaS.
Speaker 1:What else?
Speaker 2:We have a post here of the Razer
Speaker 1:Aka. This is powered by Grok. No way. Here we go. Looks like it can directly see what's on your monitor and respond to what you're doing.
Speaker 1:Sort of a Tamagotchi. Oh, and it's it's it's basically just taking the Grok video generator and removing the background and then just putting it in some sort of holographic screen. This is interesting. I personally would not pick this character, but there's something about I would pick like
Speaker 2:Counter Strike and we haven't Tyler in
Speaker 1:one of coach there.
Speaker 2:If we could get Tyler in one these things and just bring her mini Tyler
Speaker 1:That's very Black Mirror. Put them in the snow globe. Wasn't that one of the Black Mirror episodes? Snow globe?
Speaker 2:Yeah. I can see them selling a lot of these.
Speaker 1:How much do think this is? Don't know
Speaker 2:if it's good for the world.
Speaker 1:Two point six is calling it the goon cylinder. Goontube. Ridiculous. The goontube. So there's Razer Ava, Project Ava.
Speaker 1:You're all in one AI companion from planning your day to analyzing spreadsheets and game starts. Project Ava. They're like, Copilot? No, thanks. Leverage AI inferencing and reasoning that dynamically evolves based on your personal interactions.
Speaker 1:Select your 5.5 inch companion from an expanding library of characters from e sports legends to custom anime inspired razor designs. Nick Dobo says they are going to make a billion dollars, LMAO.
Speaker 2:This makes me want to touch grass personally.
Speaker 3:Yeah. This would be cool as almost a it's like the on the Apple Vision Pro Yeah. When you FaceTime someone Yeah. It has like the three d rendering of that face. Sure.
Speaker 3:If you could like when you're FaceTime someone, they're just in the tube.
Speaker 1:Back to Elon Musk, he was texting Sam Altman two years ago on 02/18/2023. Sam says, I remember you I remember seeing you in a TV interview a long time ago, maybe sixty minutes. It was sixty minutes about SpaceX, where you were being attacked by some guys and you said they were your heroes. They were heroes of yours and it was really tough. This was a NASA astronaut who said that SpaceX would not work.
Speaker 1:Need to check-in on that guy.
Speaker 2:Wellness check.
Speaker 1:And Sam goes on to say, well, you're my hero, and that's what it feels like when you attack OpenAI. Truly get that we have some screwed up stuff, but we have worked incredibly hard to do the right thing. I think we have ensured that neither Google nor anyone else is on a path to have unilateral control over AGI, which I believe we both think is critical. I am tremendously thankful for everything you've done to help. I don't think OpenAI would have happened without you and it really effing hurts when you publicly attack OpenAI.
Speaker 1:And Elon says, I hear you and it's certainly not my intention to be hurtful, for which I apologize, but the fate of civilization is at stake.
Speaker 2:Well, next time someone is suing you and very mad at
Speaker 1:you Copy paste this.
Speaker 2:Copy paste this. Yep. Tell them you're their hero.
Speaker 1:Yep.
Speaker 2:And maybe it gets you a little ground.
Speaker 3:Anthropic is raising 10,000,000,000 at $3.50.
Speaker 1:Woah. 10,000,000,000. Oh. But I think I think,
Speaker 3:I mean, I've heard the $3.50 number for like
Speaker 1:A while.
Speaker 3:A while. So I don't think this is really like brand new.
Speaker 1:Okay. But That's exciting.
Speaker 2:Are you chasing a slug? I'm I'm looking yeah. I'm I
Speaker 3:think I'm in some kind of
Speaker 1:AAA or SPV? There's like four or five. You're
Speaker 2:in the fifth layer.
Speaker 1:You're playing to play Clawd, Cote. If you're wondering whether saturating Arc AGI one or two means we have AGI now, I refer you to what I said when we launched ARC AGI two last year, which is also the same thing I said when we announced ARC AGI two was coming in 2022 before the rise of LLM chatbots. The ARC AGI series is not an AGI threshold. It's not even a goalpost. I don't even know if we need
Speaker 2:to Why is it called that?
Speaker 1:Why is it called ARC AGI? It is a compass that points the research community towards the right questions. ARC AGI, one, is a minimal test of fluid intelligence. To pass it, you need to show nonzero fluid intelligence. This required AI to move past the classic deep learning Should I just disassemble the goalpost?
Speaker 1:Disassemble the goalposts. The LLM paradigm of pretrained scaling and static models at inference toward test time adaptation. RKGI the camera moves are wild today. I love it. RKGI two is the same, but with tasks that probe deeper levels of reasoning complexity, particularly with regard to concept composition.
Speaker 1:Still, these are tasks that solve that are solvable in minutes by regular people with no external tool use. We hired our test takers off the street. Imagine just walking down the street and saying, Hey, come take Arc AGI V2. That sounds fun. So it does not represent the upper bound of what human fluid intelligence can achieve, say, solving a millennium problem.
Speaker 1:Arc AGI three launching March 2026. I thought it was already out. Was that a preview that we played with? Because I remember we put you on this task, Tyler. We made
Speaker 3:you Yeah. I think they
Speaker 2:were still adding new games.
Speaker 1:Because I
Speaker 3:only played think there were just three.
Speaker 1:Well, now we have the answer. It hasn't launched yet. So March, mark your calendars, folks. ArcGIV three launches then. And Arc AGI V3 will probe interactive reasoning.
Speaker 1:We evaluate how systems explore unknown environments, model them, set their own goals and plan and execute toward these goals autonomously without instructions. We have also started to work on Eric AGI four and five, two more sequels. You thought it was a trilogy.
Speaker 2:I mean
Speaker 1:They're doing
Speaker 2:nightmare scenario for everybody.
Speaker 1:It's just cinematic universe, folks. It's not just a trilogy. There's gonna be a whole saga.
Speaker 2:Sholto says he spent a week over Christmas making an RTS. Yeah. And his Twitter algo has fully switched into game dev Twitter. Incredibly wholesome. People are making some insane things.
Speaker 2:In particular, image to mesh models means some indie devs have created absurd production quality. And he shares some examples.
Speaker 1:Yeah. Where are the AI risk people on this? Because what if he creates a game that's so addictive that all of humanity just plays his vibe coated RT Seriously. Endlessly.
Speaker 2:It's going be nothing wholesome about that.
Speaker 1:Ceases to go outside. It's the true wire heading scenario. And if Sholto's not taking
Speaker 2:the This is the wellness checks I do on you. Sometimes I'll call you late. Or I'll just be like, John, just how are
Speaker 1:you doing, buddy? You called me last was literally in bed.
Speaker 2:Yeah. Yeah. I called you last night. Hey. Just checking in on you, buddy.
Speaker 2:You're not playing video games, are you? Unfortunately.
Speaker 1:Not. I'm off the sauce.
Speaker 2:Mark's safe.
Speaker 1:Back on the wagon. Doing dry January. Dry January.
Speaker 2:Colin Fraser says, I don't really believe in LLM psychosis. I think LLMs mostly just have a lot to offer to people experiencing regular psychosis.
Speaker 1:Mhmm.
Speaker 2:This is an interesting take in. Mhmm. And I could see this being actually what's happening. Typically, if somebody's suffering from any type of psychosis, they start going to talk to people. People can walk them off a ledge or talk them through the situation, help them get help, etcetera.
Speaker 2:But now I'm just like, I love yapping. Let's yap forever. Go down every possible rabbit hole. Let me validate some of your I had a friend in high school that was going through this. And he thought that deers
Speaker 1:Gang stalking him?
Speaker 2:Yes, actually. So he started Did he ever telling get the bottom of that? He started talking with people about that. And they were like, let's figure this out. He's Let's go hunting.
Speaker 2:He's back. He's fully fully
Speaker 1:I feel like a deer hunting trip would be actually the correct thing to do in that scenario. Super Just reclaim the authority, and then you you you know who's in the driver's seat. Yeah. They might be stalking me, but they don't they should not be.
Speaker 2:The whole house
Speaker 1:is just a
Speaker 2:Deers, the the head the head, you know, mounted, like, trophies or whatever.
Speaker 1:That might be the cure. It might be a cure to male loneliness, all sorts of things, deer hunting This is an interesting thing. There there there is a there is a natural problem that sort of happens when a new technology gets adopted very quickly, which is you get all the good and all the bad. So if you just look at iPhone penetration, it went from or smartphone penetration, it went from zero in 2006 to 100% in 2015 or something. And basically, everyone had a smartphone.
Speaker 1:And so you get all the top CEOs and brilliant people and scientists are using them. And you get all that, and that's good. And doctors are using them to text their patients, and you get all the good. But then also all the crazy people are using them. And everyone who's doing crime is using them for crime.
Speaker 1:And so you get the good and the bad because you just got everyone. And so you really need to Or look at
Speaker 2:if the grocery stores didn't exist and they suddenly were everywhere, you'd see videos every day of people going insane in grocery stores and people would be like, well, our grocery stores Making people insane. Insane. Right? So they'd like, we're seeing all this where there's all this evidence that people are going insane acting insane in grocery stores.
Speaker 1:It must be
Speaker 2:that the grocery stores are causing it.
Speaker 1:So you have to look at, like, the prior weight. So what's the base level of psychosis in society? What's the incidence of psychosis with LLMs? Is it higher? Then you have a problem.
Speaker 2:I had this pulled up. I kept seeing it and laughing at it over the last two minutes. So if I was cracking up at the wrong time, this was why. Has been using Gemini as a calorie tracking app.
Speaker 1:Oh, I didn't even see that. Just Another thought he just went to Gemini and said another beer. And it's just funny that you see the little thinking thing. And it's like thinking about how to process that. That alone was funny.
Speaker 2:Just imagining imagining the the chat Oh. Just just another beer, another beer, another beer. 15 beers. Another beer. Another beer.
Speaker 1:Yeah. You know, a lot of people are doing dry January. Other side of that, drunk January, potentially underrated. Everyone says if you can do dry January
Speaker 2:That's the real conferring there.
Speaker 1:Yeah. You proved to everyone, oh, I'm not I'm not I'm not, you know, in the in the pocket of big alcohol. I'm not I'm not boosting the alcohol stocks. But if you can do drunk January or drunk the whole time, hold it together, and then go back to normal life, that's potentially even more willpower, potentially. I don't know.
Speaker 2:So saw a picture yesterday. Apparently, there's a female college basketball player whose last name is Beers. And so on her jersey, it says beers. It says the number 15, her number. Her jersey, it just says 15 beers on the back.
Speaker 1:That's great. The the the the alcohol economy is suffering, suffering, by the way. This is in the journal. Here's to unloved booze stocks. The five year total return through 2025 for the S and P 500 is 96% if you just bought the S and P 500.
Speaker 1:You're you're up. Up. You doubled your money in five years. Not bad. Everyone else is down in the alcohol industry.
Speaker 1:AB InBev, not doing that bad. They're only down 4% over the last five years. But Heineken, down 21% Diageo, down 38% Pernod Ricard, down 50%. Remy, down 75%. Boston beer, the backbone of Boston, is down 80%, after over the last five years.
Speaker 1:So the chances are way higher that you celebrated New Year's Eve with an adult beverage than by smoking a joint, says the the Wall Street Journal. Ugh. I don't don't understand this because I but the but the popularity of cannabis along with the effects of drugs like Ozempic and rising awareness of alcohol's health risks, have investors in the sector worried an equal weighted basket of 11 global alcoholic beverage producers has lost onethree of its value in the past five years, including dividends. Dry January might be an odd time to think about alcohol's appeal, but it's often a good month to snap up unloved stocks that other investors dumped toward the end of the previous year in a market with few bargains. Booze looks interesting, says the journal.
Speaker 2:Interesting. Nikita responded to your post yesterday. He said the point of CES is maximalist futurism. It's all concept art to show. If things keep going in this direction, this is how the world should work Once you understand it as a museum exhibit and not in any way commercial products, it becomes more enjoyable.
Speaker 2:That's a good take.
Speaker 1:Ray showed me. Thanks, Nikita. I liked it. No, no. This was a very interesting thing.
Speaker 2:I
Speaker 1:think
Speaker 2:we were He also responded. I
Speaker 1:know. The the
Speaker 2:next thing. Is crazy. Apparently, there's a Zoom a Zoom face station. I don't know what this is actually meant.
Speaker 1:So I think if you put this on in a crowded coffee shop, can talk, hear, and see, and no one can hear or see what you're doing.
Speaker 2:I think if you put this on in a coffee shop, you're getting taxed. You're like, not today, Benjamin.
Speaker 1:It really does look like you're it looks like a special forces rebreather unit, a scuba diving unit.
Speaker 2:That'd be tight if you could wear if if if it was a re you know, if you could if you could spend, like, twenty minutes underwater with something like this.
Speaker 1:People are not fans of this. Replies, Tyler says, the first X hardware product right there. The problem is that I think people still associate CES with like, this stuff's gonna work its way into my life.
Speaker 2:Jason Fried went hard on smart homes. Oh, yeah. He called it the big regression. My folks are in town visiting us for a couple months. We rented them a house nearby.
Speaker 2:It's new construction. No one has lived in it yet. It's amped up with state of the art systems, the ones with touch screens of various sizes, IoT appliances, and interfaces that try too hard. And it's terrible. What a regression.
Speaker 2:The lights are powered by Control4 and require a demo to understand how to use the switches, understands which ones control what, and to be sure not to hit that one because it'll turn off all the lights in the house when you didn't mean to. Worse, the TV is the latest Samsung, which has a baffling UI just to watch CNN. My parents aren't idiots but definitely feel like they're missing something obvious. They aren't. TVs have simply gotten worse.
Speaker 2:You don't turn them on anymore. You boot them up. A Malay dishwasher is hidden flush with the counters. That part is fine, but here's what isn't. It wouldn't even operate the first time without connecting it to an app.
Speaker 2:This meant another call to the house manager to have them install an app they didn't know they needed either. An app to clean some peanut butter off a plate. For serious worse. Thermostats. Nest would have been an upgrade, but these other proprietary ones from some other company trying to be Nest like or baffling.
Speaker 2:Round touch screens that take you into a dark labyrinth of options just to be sure it's set to 68. Or is it 68 now? Or is that what we want it at, but it's at 72? Worse. The alarm system is essentially a 10 inch iPad bolted to the wall that has the weather forecast on it and it's bright.
Speaker 2:I'm sure there's ways to turn that off but then the screen would be so barren, they would just be filled with the news instead. Why can't the alarm panel just be an alarm panel? Worse. And the lag, lag everywhere. Lag Everything feels a beat or two behind.
Speaker 2:Lag is a giveaway that the system is working too hard for too little. And he says, now look, I know Luddite, but this experience is close to conversion therapy. Tech can make things better, but I simply can't see it in these cases. Yeah, I think there's an opportunity to make a beautiful, modern, ultra analog system for the home. But we've seen this in cars, too.
Speaker 2:A lot of the new higher end vehicles that are coming out are actually Going to analog buttons. Yeah. They're like Or they're having some buttons. Like buttons.
Speaker 3:Yeah. I feel like it's just a barbell. Like if Apple made your thermostat, it would be good. Yeah. And like Yeah.
Speaker 3:Otherwise, I don't want any screens.
Speaker 1:We have some breaking news. There is a new tab in the ChatGPT app. That's right, Greg Bachman.
Speaker 2:Adult mode.
Speaker 1:Health. ChatGPT health is now live. Fiji gave some amazing stats here with more than 40,000,000 people globally turning to ChatGPT every day for health questions.
Speaker 2:20% of all the queries are
Speaker 1:Okay, yeah.
Speaker 2:Are health related. Interesting. So yeah, the question here is how quickly does ChatGPT Health try to do the other things that Doctronic is doing? Yeah. Doctronic is actually trying to be an AI doctor.
Speaker 2:Yeah. Talked about being able to effectively be a doctor. Yep. You know, write prescriptions in Utah. Yep.
Speaker 2:Gonna fight to expand that. Yeah. The question will be from a strategic standpoint Yeah. How they they have their own doctors on staff as well. Yep.
Speaker 2:They're operating a telemedicine business, and I'm sure they do referrals out. It's hard to see OpenAI ever employing doctors themselves
Speaker 1:Yeah.
Speaker 2:But they probably would try to build a network around it. So we'll see where this goes. But it's going to be an exciting space to watch.
Speaker 1:So they say today they're launching ChatGPT Health, a dedicated private space for health conversations where you can easily and securely connect your medical records and wellness apps like Apple Health, Function Health, and Peloton. One of my big pushbacks against the lab the Quest Lab wrappers is that they haven't historically been very enduring. So you go and do them, then a few years later, the product's sort of degraded. And then you're like, oh, well, have six different amazing web UIs for my health records. But if I keep importing them to ChatGPT, I feel like I'll have an account on there for a very long time because it's an enduring company.
Speaker 1:Makes a ton of sense. This allows ChatuchPutty to offer more relevant personalized support, like when you're preparing a doctor's for a doctor's appointment or looking for guidance on a meal plan or exercise routine that fits your needs. That's very cool. Chateapi Health is another step towards turning Chateapi into a personal super assistant that can help support you with information and tools to achieve your goals across any part of your life. We're starting at the very beginning of this journey, but I'm excited to get these tools into more hands, as Fiji CMO.
Speaker 1:You can sign up to request access. Interesting. They're not just rolling it out. Yeah. One of my big questions for this year is like there's always been this narrative of like, if you build a wrapper that depends on the models not getting better, you're going to have a bad time because the models will just get better.
Speaker 1:So if your thing is, oh, it can't do long context windows or it can't answer in pages and pages and pages, well, the models are going get better and they're going do that or they're going do better math. So don't build the math wrapper that's just a little bit better. But if you're building something that's unique and special and off in the side and doesn't really depend on that, maybe you're good for a long time. But obviously, CHEHPT has matured a lot and they are going after certain verticals. I wonder if we'll see one of the Foundation Labs go after legal since they're already going after code so effectively.
Speaker 2:And people are
Speaker 1:That would be interesting. Definitely. And they're making money there, so it's a big pool of opportunities.
Speaker 2:Yeah, I wonder if people could they could make people are using LLMs to do legal work now, but they're just on these standard subscriptions. You can imagine a lot
Speaker 1:of companies would
Speaker 2:pay $100 a month for kind of a more robust version.
Speaker 1:And Sam's talked about this, where your conversations with ChatGPT are definitely admissible in court. And so it's like a Google search. It's not like talking to your lawyer. So if you go to ChatGPT and you ask, how do I do ChatGPT
Speaker 2:client privilege.
Speaker 1:You don't have client privilege. But maybe there could be a tab where you sign up for some specific plan, and you are getting legal advice effectively. And it is attorney client privilege in some ways. Yeah. And we will see you tomorrow.
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Speaker 2:Cheers, folks. We love you.