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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.
Let's let this San Francisco Halloween goer tell you about Ramp as well because we got a video from Pull it up. How... Let's pull up this video of someone with their Halloween costume.
Speaker 2:Watching tbpn.
Speaker 1:Ramp.com. How does money say both? I like the SD kid. Temple of technology.
Speaker 2:The fortress of finance.
Speaker 1:The capital of capital. Put the flash bang. Here we go. Last bang. Great.
Speaker 1:Some sort of combination Halloween costume plus Vibrio really got the full experience out of that costume, not just showing up, hoping somebody else takes a picture.
Speaker 2:So good. He's getting a he's getting a pack of real merch. John, how do you think the delay is right now? Can... You think you think it's, five seconds, ten seconds?
Speaker 2:Probably hard to say.
Speaker 1:Couple seconds. I'm talking right after you end. How does it feel on your side?
Speaker 2:It feels okay.
Speaker 1:Okay. Okay. Well, would you look at that? Yeah. How how was how was your trip home?
Speaker 1:You got home late last night?
Speaker 2:I I I slept five hours.
Speaker 1:On the plane?
Speaker 2:On the plane.
Speaker 1:Wow. Very nice. I slept on the plane too. And then that kind of threw me off when I got home. I couldn't sleep and I woke up and Skeletal.
Speaker 2:Little bit of
Speaker 1:Skeletal. Okay. Well Yeah. Let's let's move on to the news. The the the the big news, Apple and Palantir had earnings.
Speaker 1:We are in the midst of tech earnings season. Apple and Palantir, they both beat on earnings. There's a lot of this happening where the market is in such in such turmoil that even though earnings are coming back positive, analysts are reading into margin compression that may or may not happen in the future, and that's driving stocks to be a little bit weaker, sometimes sell off, kinda depends on the stock. But Apple reported record September quarter revenue while Palantir nearly doubled its revenue from a year ago. Both stocks are down around 2% this morning.
Speaker 1:The Financial Times reported today that even though Apple beat earnings, the company is warning that rising memory chip prices and the cost of running its AI tools could cut profit margins. You don't say. What?
Speaker 2:You don't say.
Speaker 1:Yeah. I mean, stuff's gonna get expensive, and Apple's had a long history of holding the line on pricing as much as they can. Like, they love to put up a big clean number and then stick to it for a little bit. And so it can be... They're gonna be in a jam as as memory prices go up mid cycle when they don't wanna change prices.
Speaker 1:There's never been a company where they change prices every month, every quarter. It's been, you know, every every year or two or or even even every three years, they'll they'll hold the price, hold the line in the price for a really long time. Palantir, q three revenue came in at 2,300,000,000 annualized at 9,250,000,000. It's a $400,000,000,000 company. And Karp had a had a...
Speaker 1:He he he had a big moment on the earnings call. US commercial revenue surpassed its US government revenue for the first time reaching 984,000,000 versus 953,000,000. This is sort of the the the the the dual buckets of are you betting on the Foundation Labs, the OpenAI Anthropic combination, or the Microsoft Palantir, the diffusion, the enablers, the cognitions, and Palantir has has certainly been growing. Like, they... Their messaging is very similar to Microsoft now around, you know, own your data.
Speaker 1:Let's work with you to implement AI. We'll help you transform your organization. And so, I mean, it's been been receptive and that's why they're that's why their commercial revenue is growing. What are laughing at, Drew?
Speaker 2:Just you. Just laughing at you. No. No. No.
Speaker 2:I was I was sort of smiling because it's like, you know, put putting putting carb and Satya in the same bucket. It's like, you know, very different personalities, but ultimately have a very similar sort of, you know, sort of pitch, which is cool.
Speaker 1:Yeah. Yeah. We have a good question....
Speaker 2:About merch timing, merch store. Wanted to jump in quickly because we do have a date. November 12, the TBPN merch store is gonna be going live. It will be released first into the YouTube chat, and it will sit there. I'm I'm assuming we'll we'll we'll leave it there for like ten minutes so the chat can, can feast and then we'll post it, publicly over on x and everywhere else.
Speaker 1:Yeah. A lot of work a lot of work on that. Let's go over to Bucco Capital Bloke breaking down Reddit. He says Reddit call was absolutely fascinating. Everyone should listen to it as it's a bellwether for where the Internet is going.
Speaker 1:AI mode is increasingly the default Google experience. AI mode provides rich info and data in blind, less insensitive to leave search... Or less incentive to leave search. AI mode incentivizes dialogue. Google wants to keep wants to keep you engaged to serve more ads at each turn of the conversation.
Speaker 1:Google will milk that for as much revenue as they possibly can and transition from a search company to a cloud service and chip company. As traffic from humans becomes more scarce, this will put Google in an increasingly adversarial position to the rest of the Internet. That's interesting. There's a massive headwind to all media type companies who are not destinations. This is a massive headwind to all content driven go to market motions, especially in the SMB.
Speaker 1:You have seen companies like HubSpot and monday.com get crushed by this funnel collapse. We are entering the end game, a knife fight for the remaining and dwindling volume of human traffic on the Internet. Interesting. They say people still want Reddit. This is from Steve Hoffman, the CEO on the call.
Speaker 1:People still want Reddit. It's just Google is not sending them to Reddit the way they used to. What's interesting is, like, Google zero has been, you know, coined by Neil Patel at the Burge, like, ago. I I don't know, five years ago, ten years ago, something. He's been talking about that for a long time.
Speaker 1:When Roger from Cardenas came on the show, he talked about how they had embraced it there, and that was sort of a a bombshell to hear, you know, someone in that position kind of admit it publicly that that's no longer a growth engine for them. It's interesting to hear that it's spreading through Reddit, but it's certainly it's certainly crazy times for Google because they they... The innovator's dilemma, they have to meet the customer where they want to be with the new product. But at the same time, a lot of people sort of hate AI mode or at least publicly hate on AI mode. Like, the long history of just Google stuffing more and more ads in the search results never really broke through, but now people are publicly saying, oh, I don't like the AI mode.
Speaker 1:I wanna go back to the the one that monetizes better, which is kind of funny dichotomy of... Well, for the first time. Just like just randomly, anecdotally, if you talk to people, they'll be like, oh, I'm I'm like frustrated. And it can be kind of an annoying funnel because you you wind up in AI mode and then you're like kinda trying to click somewhere and it can be sort of jarring. It it just requires like a new a new flow to get into.
Speaker 1:I don't know. What's your overall thinking on Google these days, Jordy? Dylan Patel?
Speaker 2:Just think I just think if if you think AI... I I think if you think AI is real and gonna be big, like, it's it's very, hard to make a super coherent bear case. Right? Even if search revenues even if search revenues decline, you know, every year and and we're sort of at peak search, they just have so many other assets and they can use that, you know, search cash flow to finance so much other infrastructure and Yeah. And things like that.
Speaker 2:So...
Speaker 1:I mean, people are nervous about it, but it's still $200,000,000,000. So it's effectively... I mean, that's revenue, but it's high margin revenue that they can deploy elsewhere. And, I mean, the take him take is that in the race to win AI builders, Anthropic and OpenAI now account for 86% of enterprise LLM API spend, up from 67%. So the duopoly is consolidating around the frontier leaders, and Google's market share went down more than 50% in terms of...
Speaker 1:Not in terms of LLM usage for consumer, but but for builders and the enterprise. Yeah. And that's Yeah. But that would be bad.
Speaker 2:Exactly. Revenue is flowing through GCP. It's Yep. It's it's paying for TPUs. Right?
Speaker 2:Yep. And so it's like Google's getting their Google's getting their cut. Right?
Speaker 1:A 100%. A
Speaker 2:100%. When when you look at the sort of collective, you know, the collection of assets, the exposure to everything from, you know, SpaceX to to Anthropic to TBPN business to the cloud business, it's like, you know, this is still one of the greatest businesses Yeah. In history.
Speaker 1:Where do you sit on the question of, like, is Google in founder mode or not? Because, like, we always get these headlines of, like, oh, Larry and Sergei came back in. They're they're digging in, and then you'll see, like, they bought another state in Florida. And and it's, like, going back and forth. I'm like, who's actually...
Speaker 1:And I know they have the voting control, so they could at any point come in and be like, we're doing some huge m and a deal or we're completely reorging this organization. We're gonna completely... We're gonna go Mark Zuckerberg mode and completely rework the organization. But at the same time, they have been out and had a real CEO in place unlike Meta. So they're kind of this hybrid.
Speaker 1:Like, they're not quite
Speaker 2:involved in like... It doesn't... It it certainly doesn't come across like the company is in founder mode in the way that you... In in the way that you feel it with, a meta. Yeah.
Speaker 2:So... And I and I think that's what matters. Right? I think Yeah. The big...
Speaker 2:Obviously, you know, the headwinds for Google is, like, losing... You know, people almost forget about the massive talent exodus from, like, what, a few months ago. Right? Yeah. No.
Speaker 2:And, but but again, it's like as long as they can stay competitive around the cloud and and chip business, you know, there's a lot of upside.
Speaker 1:What is going on with this New York Times headline? Google will turn off search for schools that reject AI? Andrew Curran is sort of correcting the record here, but, it it sounds really aggressive. It's like the carrot of the stick.
Speaker 2:Yeah. Yeah. Yeah. They're effectively saying, like, if you... We are every...
Speaker 2:All of our products are AI. So if you tell us not to use AI, then none of... You can't use any of our products.
Speaker 1:Right?
Speaker 2:But it sounds much more aggressive to be like, you can no longer Google search. But I think their point is that AI is everywhere across every product surface area, and so it's unavoidable.
Speaker 1:So Andrew Curran says this article is getting posted everywhere this morning. I can see why. Very, very controversial. Does the... But this decision is being incorrectly framed as punitive.
Speaker 1:There's no such thing as search without Gemini. Even if you don't turn AI mode on, you're still talking to Gemini in the search box. The old Google search is gone. Yeah. That's...
Speaker 1:It's a good point. Like, I I... I'll give Google some points for, you know, this is just the way things are now. But it does sort of, yeah, necessitate like a Google search classic or something. I mean, I guess schools can do DuckDuckGo or some search engine that hasn't embraced, you know, LLM search if they want to offer that that more classic old school experience.
Speaker 1:But I don't know. Might be time to learn the Dewey Desmos system. Hit the library. What do you think?
Speaker 2:I think I think so.
Speaker 1:I think so. Google is not gonna save you at this point. If you're trying to learn, you gotta you gotta hit the books. I don't think you're gonna be doing that. What...
Speaker 1:What's going on with Grokbot?
Speaker 2:I don't know.
Speaker 1:The Grokbot thing was very weird. So Elon chimes in on November 1, which was what? Sunday morning, I guess, or Sunday afternoon. Says the cost of serving Grokbat was unsustainably high relative to revenue. Shields says...
Speaker 1:Elon says Grokbat costs are unsustainable relative to revenue. Computer use is expensive, but AI companies are racing to make it cheaper while giving it away for free. Then capitalism, we get free digital labor before they figured out how to profit for it. I'm I'm... I was so surprised by this.
Speaker 1:I think everyone was surprised. Was your take?
Speaker 2:I think the current read is that they were using Opus five five under the hood.
Speaker 1:Oh, yeah. They're big
Speaker 2:and And so, so but still, like, you would think that they would just eat the losses for some amount of time given that, given that they're, you know, they're a $2,000,000,000,000 company. They're like, I think somewhere around a million, you know, weekly actives. Like it's not a it's not a massive product at this point. And so this whole thing was just like very... I I still don't know what the read is.
Speaker 2:Like I'm just very confused.
Speaker 1:Yeah. I mean, I'm just doing a back of the envelope, like...
Speaker 2:Like it... Like he's he's going and publicly saying that I believe that in the future Grokbot will consume the majority of our compute. Now you're saying, like, the cost of serving our product is unsustainably high relative to revenue? Thanks.
Speaker 1:I mean, I guess the steel man would be, like, the next version of Grokbod people will be paying more for. So even though it's consuming all the new data center compute capacity
Speaker 2:No. But but but, like, assume assume the sort of continuous decline in the actual cost to serve your users. Why are you... What... Like, maybe he was having a big night out?
Speaker 1:I don't know. Also, it seems like... I mean, it's not like he turned Grock Bot off. He just... I...
Speaker 1:This is just... He just denied someone a reset. Right? Wasn't that what happened?
Speaker 2:I know. I think people were complaining that
Speaker 1:There's not...
Speaker 2:Their usage just like rocketed to a 100% and then Sure. It doesn't.
Speaker 1:So they kind of right size the the the tokenomics internally. Yeah. It it is odd because even if they're like 10% of Anthropics revenue, that's less than a billion dollars of cost. And if they have, you know, a million people paying a 100 a month, that's a 100... Like, they're they're...
Speaker 1:They'd be losing a lot, but they have a lot of money. But I guess they just... You know, Elon's definitely one to rip the Band Aid off and kind of right size things and maybe just wait. Also, I... I've just been surprised at the the level of adoption, at least the level of...
Speaker 1:Maybe it's just on X, but people talking about actually using it. It it it precursor the enterprise, the power user go to market motion was a little confusing. It made a lot of sense to stuff Grok in x as like this helpful little answer bot for community notes and questions on facts and stuff like that when you're seeing... When you're reading a news article, having Grok summarize it, that that seemed like a good use case. But the idea of, like, bridging that...
Speaker 1:Bridging from that, like, the x, the everything app, it's, like, mostly for fun and mostly for, like, gossip to, like, it's in my Slack now. Was always a little bit of a stretch versus Yeah. Like a Palantir or Microsoft or, you know, any of these other enterprise products that have more mature go to market motions. Anyway.
Speaker 2:How's Wiz Khalifa responding to the situation?
Speaker 1:Wiz Khalifa had some insights and he had some wisdom. He sort of
Speaker 2:fired back.
Speaker 1:The work is the reward. The work is the reward.
Speaker 2:I think that's because he he he ran out of usage. He hit his usage limit on Grok bot. And so he's sort of reminding himself the work is
Speaker 1:I gotta do the work now. Yeah. My Grok bot can't handle it. Yeah. But the work is the reward.
Speaker 2:But it should feel rewarding.
Speaker 1:I like I like a pithy quote every once in a while. I I haven't seen him take over the timeline for a while, but
Speaker 2:Nawal's been awfully silent since Wiz Khalifa posted this.
Speaker 1:True. Here's an exercise for the viewer. Figure out where I am because apparently, you can listen to my audio and you can run it through some analysis and and hear the various planes with their Doppler signatures, their Doppler curves of nearby airplanes, and you can triangulate where I am. I already gave you a clue. But but I I do wonder how detailed this needs to be.
Speaker 1:I've heard that it's, like, fifteen minutes of of of clean audio. If we're passing this through this call and there's noise on your side a little bit
Speaker 2:And I'm assuming you're on a Zoom call, so there's some noise canceling happening naturally. Yeah.
Speaker 1:Yeah. It's not like a clean, like, file that's continuous on my side coming through to you. Yeah. Yeah. We're gonna need a lot of soundboard to keep me anonymous.
Speaker 1:This is the new cyberspace. Oh, just
Speaker 2:keep spamming it.
Speaker 1:Just spam that cat because we gotta confuse the people that are trying to track me down using the latest... No. This is this is a crazy example of, like, AI enabled surveillance.
Speaker 2:This is like... Yeah. Everyone is gonna have access to super intelligence. So you get to do things like this.
Speaker 1:Yeah. Yeah. You know? Yeah. I mean, they they genuinely for for people that have recorded, like, long form vlogs outside at their house, unedited, there's no cuts in the audio.
Speaker 1:Like, this definitely could dox your location. But GeoGuessr, Geo... Your Rainbowl has been able to guess locations for the the old way, analog way, just by looking at the photos and looking at Google Maps for a long time. So security was always a layered a layered problem, but this is this is a fascinating just mathematical breakthrough or or or situation.
Speaker 2:Let's check out this ad from Oolol Capital. Just just a picture of this guy.
Speaker 1:I love it.
Speaker 2:Learn Learn more. I'm curious I'm curious. Thomas says, hey Meta, waste my money. Because they'll, know, they'll they'll of course offer you the ability to kinda just promote any any kind of content. Yeah.
Speaker 2:They make it really, really easy. You can do it with a credit card in the app.
Speaker 1:No. Not as easy as X. X has a finger
Speaker 2:that pops guy that...
Speaker 1:Yeah. And points to the promote button, which is gonna be bigger than the post button, Sin. The... I I had to set up x again, and then the key notification of the app is remarkable. Like, if you don't enable notifications, it has this, like, this...
Speaker 1:The slider bar that's, like, notifications on or off. And if you say, no. I don't want notifications. It slides into a state that looks like it's broken and looks like you have an error in the app. Like, it's it's genius to get you to, like, be like, oh, I gotta correct this.
Speaker 1:It really... There's so many different patterns to get the the the the retention up for sure. They're they're they're working on it. Peter Rahal. Yes.
Speaker 2:Back with a new brand called Browdy. It's a absolutely fantastic name. He's coming after Doritos. Yeah. It's his holding companies, Andrea shares.
Speaker 2:It's his holding company Medici's first savory EPG snack and it's pretty addictive. Their tangy ranch is the closest thing to reverse engineering Doritos Cool Ranch. It's gonna be interesting to see how Frito Lay reacts. Really really good execution on this. You can just tell already that it's gonna be a hit.
Speaker 2:I mean, this is Doritos Cool Ranch was literally created in a lab to be
Speaker 1:the most,
Speaker 2:the most addictive, product, snack in the world. And, I'm I'm almost certain that Peter would have replicated it pretty perfectly. Yeah. You are you are you... You're you are a Doritos guy.
Speaker 2:This is this
Speaker 3:is things that... You know, something that people don't really know about you. But clearly, we'll be in a situation where, like, the only food available is Doritos.
Speaker 2:And you're like, twist my arm.
Speaker 1:Twist my arm. And
Speaker 3:you'll grab like three bags
Speaker 2:and then you'll just
Speaker 1:grab two. Would go further. I I would say I live sort of a Doritos coated lifestyle. I I would say that I Totally. My entire life is Doritos coated.
Speaker 1:Absolutely.
Speaker 2:Let's pull up this video Mhmm.
Speaker 3:Of, LeBron's newest sponsor.
Speaker 2:This is huge.... To the
Speaker 3:70 in Philadelphia. Did you see the new sponsors of the seventy sixers? Wait. It's on LeBron. Wait.
Speaker 3:Left breast.
Speaker 1:So it's... You is it... You're Bloom Energy.
Speaker 3:I am Bloom Energy, but that is a different Bloom Energy. There is an AI company. I think they paid, $30,000,000 to sponsor the 76ers. No one other than you finance nerds know what Bloom Energy is. The amount of messages I got that thought I just signed the seventy sixers is the funniest thing that's ever happened to me.
Speaker 2:So good.
Speaker 1:So lucky. Yeah. It's better to be lucky than good. I don't know. Greg is very good as well, but it's just like...
Speaker 1:Mandate mandate of heaven. Mandate of heaven moment for sure. For sure.
Speaker 2:Let's see if there's anything else we wanna cover. I think we got John coming back on.
Speaker 1:Oh. Bring me back.
Speaker 2:There he is.
Speaker 1:I got the flash bang. The the the weather changed outside my hotel room, so it's full, much brighter than before. But you can do a three up if you want. We gotta go through a couple a couple more news items. We gotta talk CrowdStrike.
Speaker 1:No. I like this. So CrowdStrike's acquiring two AI security startups for a combined $495,000,000. Fiddler AI and Dreadnode, such different names. One is, like, the most whimsical.
Speaker 1:We're just Fiddler.
Speaker 2:Person who plays the violin, particularly in folk bluegrass country or traditional rural dance music, the fiddler.
Speaker 1:I love it. I love it. Yeah. It's it's it's funny. They're they're taking security so seriously that they're just doing bulk acquisitions, announcing them simultaneously.
Speaker 1:But George Kurtz had a great post as well saying that he's creating the the the emergency button. What? I forget I forget exactly how
Speaker 2:The kill switch.
Speaker 1:The kill switch, which is something like every... I think, like, Bernie Sanders has literally asked for that. And, like, many other people have been like, we need an AI kill switch. And and the labs have said that there is, like, effectively a nuclear football, that there's a device that can, you know, take everything offline, but I think every company wants an AI kill switch. So good good market positioning, good branding.
Speaker 1:You know, people are rebranding compute... Data centers to compute campuses. Our buddy over at now the Atlantic, Mike Isaac, wants to use the term... Doesn't wanna use data centers. He doesn't wanna use compute campuses.
Speaker 1:He wants to call them data bases, the base for all the data. I like that. I'm still supercomputer camp,
Speaker 2:but Yeah. We we... We've had the perfect name for decades. The supercomputer.
Speaker 1:I know. The supercomputer. It just sounds so good. And it even fits with, the new the new super intelligence push. There's there's a bunch of OpenAI news here.
Speaker 1:They hired Dan Driscoll, former TBPN guest. Boom. We got him. US army secretary. This guy is deeper
Speaker 2:than I thought.
Speaker 1:I really enjoyed talking to Dan Driscoll when he came on the show. It was a very funny moment for us because it was like, we were just having fun on our show. There was like, now we're talking to the secretary of the navy or the army. Army. Of the army.
Speaker 1:And, yeah, the reactions that day, there were some quote. Was being like, TBPN's talking to head of the army? Like... Because it it it had turned from, like, us just purely joking around to, like, us joking around with, like, our friends. And, we had some very successful founders and venture capitalists on, but it was still, like, very, very, very lighthearted and and pretty low stakes interviews.
Speaker 1:Just people yapping about their their takes in the market business. And then this one was, like, so so good to see him hopping in.
Speaker 2:SpaceX has introduced Starfall, which enables affordable routine access to a microgravity environment, providing unique opportunities for manufacturing scientific research and testing in low Earth orbit. SpaceX says Starfall is for biomedical research, developing advanced biomaterials, medical implants, stem cell, organoids, and replacement tissues. Tyler, you would want it... You were looking at, developing some stem cell organoids. So I'm sure that's exciting for you.
Speaker 2:Pharmaceutical discovery, growing more uniform protein and drug crystals and microgravity to accelerate drug development and materials science, manufacturing next gen materials and semiconductors using the vacuum and microgravity environment of space. So I always thought with VARTA, like Yeah. The the the the the sort of like debate around VARTA since the very beginning was that like, okay, incredible, incredible team, like very, very unique sort of like market that they're going after. Always questions where it was like so difficult for people to even believe that like this was super necessary and and next like what would the end market even be? It just seems so like experimental and sci fi that it was almost, it was much harder to get behind than like the typical like manufacturing startup, which is just like we make widgets and we're gonna sell this many this year and we're gonna hopefully sell more next year and many, many more in, you know, a decade.
Speaker 2:Right? And I always, in the back of my mind, was like, well, I don't know what this market turns into, but at least, like, this feels like very complimentary to SpaceX, and it doesn't seem like something SpaceX is gonna do. Yeah. And turns out, turns out they are gonna go compete in this category. But if anything, it just feels like incredibly validating to VARTA because SpaceX just wouldn't do this unless it was like they saw it as like a a massive, you know, opportunity.
Speaker 2:Right? That was gonna be a very important part of the overall space economy. So although VARTA now has some real competition, again, this just feels like a huge, like, vote of confidence in the business and the and the overall market opportunity. So pretty
Speaker 1:pretty cool. That come out of it. Like, one is is this something that can be somewhat complementary to VARTA in the sense that I I... It's unclear if SpaceX is building just the launch trajectory, the launch capacity to send something up and bring it back. Like, that is a different workflow that Vardis had to build.
Speaker 1:And then Vardis also had to build a capsule for doing the biomedical research and has real bunch of deep partnerships with the bio companies. So there is a world where they wind up working together in some capacity. And then also, we've just seen time and time again companies not wanting to dual source for our single source Yeah. Intelligence, Frontier Labs, or launch capacity. And so Rocket Rocket Labs going, and ASTS is still, you know, trading really high because there's just this expectation that not not everyone is gonna be signing up for Starlink because some of them are gonna say, want an alternative.
Speaker 1:I wanna be able to dual source. I wanna have some negotiating leverage. So overall, excited to see it... The whole market, like, really heat up. And and, yeah, total validation that the thesis was something that that that was interesting and viable, and that there would be real demand behind because SpaceX wouldn't be going after it unless there was serious demand.
Speaker 2:Something going on in in politics today, John?
Speaker 1:What's that?
Speaker 2:I don't know. I just... I keep seeing random posts about... I don't know. A lot of a lot of blue and red.
Speaker 1:No. I I I meant what... What's politics?
Speaker 2:Oh, yeah. Yeah. I mean,
Speaker 1:that that might... We might need
Speaker 2:to save that for another episode. The TBPN deep dive.
Speaker 1:Yeah. Explains you the history.
Speaker 2:It's not not on any policy or politicians, but just
Speaker 1:Yeah.
Speaker 2:The history of politics.
Speaker 1:The concept. Does it come from? Oh, yeah. OpenAI also partnered with Cathedral Systems. Everyone's ramping up cybersecurity stuff, but this was cool because, Cathedral was the one that was able to break into the anthropic Slack, and there's a lot of debate over that.
Speaker 1:But in general, it seems like the folks at Cathedral are are good at penetration testing, and and everyone wants the agents to be ultra secure since they be... They're quickly becoming like the master key. Everyone's giving Muse all their passwords, Plot all their passwords, ChatGPT all their passwords. And if you break into that, you're kinda in the email. You're in all the services.
Speaker 1:You're in the bank accounts pretty quickly, and you can imagine wreaking havoc pretty quickly. So cybersecurity is of the utmost importance of Frontier Labs, not just because people wanna steal the weights, but also the actual Yeah. User experience for sure.
Speaker 2:We'll close out with the largest domain sale ever from our friends at Shopify. They spent $99,000,000 on shop.com. I think they stole I think they stole it. Yeah. Think they stole it.
Speaker 1:That's a great deal for them.
Speaker 2:Amazing amazing domain. Great domain. I'm sure they have big plans for it. Anyways, folks, that is our show. Yeah.
Speaker 2:Thanks for being Let's, we made this work. We made this work. I thought you were here right next to me the whole time. You tricked
Speaker 1:No one no
Speaker 2:one...
Speaker 1:The empty chairs. Oh, it's so brutal.
Speaker 2:There's a reason that we could do remote shows every day and we don't because Yeah. It's not the same, but, we still had fun.
Speaker 1:We're getting out of here. Leave us five stars on applepodcast.com. We'll see you