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TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays from 11–2 PT on X and YouTube, with full episodes posted to Spotify immediately after airing.
Described by The New York Times as “Silicon Valley’s newest obsession,” TBPN has interviewed Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. Diet TBPN delivers the best moments from each episode in under 30 minutes.
We're breaking down our Super Bowl experience. You know, people call us the sports center for the LinkedIn crowd. It's always been funny because we mostly focus on x and RSS feeds
Speaker 2:and Well, now is the first football game we saw this season. Yeah. Yeah.
Speaker 1:It actually was. It was the first football game I've been to in maybe a decade. I don't know. It's been a while. But we do try and bring that SportsCenter energy to the show.
Speaker 1:You know, we try and bring the high energy to tech and business reporting.
Speaker 2:Apparently, it was not the most exciting game.
Speaker 1:We had this running joke for a while. We're most excited about the ads. It's a little played out at this point because some people say that just as a reflection of they don't like sports. We say it because we actually like the ads, because we like advertising and commerce. But we participated in the Super Bowl hype train.
Speaker 1:I was very happy with the success of our campaign. Super Bowl is a minor event in the calendar for tech people, I feel like. WWDC, Davos, Sun Valley, like, of the things that everyone collects around, Super Bowl's on the calendar for a lot of people, but not top of mind for everyone. It's not you gotta be there. But we were able to run a regional ad in the Bay Area, which we mentioned on the show.
Speaker 1:And I guess
Speaker 2:it was I guess it was all over California.
Speaker 1:Yeah. Was all
Speaker 2:over from Yeah. Southern California too. I gotta pull up his post because somebody yesterday Yeah. Thought that they were hallucinating. Oh, This guy, Chip Rogers on X said, hallucinating?
Speaker 2:And then he said Jordy Hayes at John Kugen at TBPN on the pregame Super Bowl commercial. And I was like, no, it's real. It would have been insane to just be like watching NBC or watching the Yeah. Then it's you just get, you're watching TV, man. Which is He probably was like, did I sit on the remote or something?
Speaker 1:Yeah. And I accidentally clicked off the stream or something. But no. It was a cool moment because, obviously, people see view numbers on clips and they see follower counts. We just hit 200,000 on X.
Speaker 1:We're very excited about that. And they see the guest lineups. But there's something different about actually seeing the patchwork of all the different logos of everyone who's participated in the show in one way or another as a guest. The other Super Bowl little tomfoolery we engaged in was we launched Claude with ads. Obviously, we've been joking back and forth about, Anthropic, launching a Super Bowl ad, kind of taking a shot at OpenAI or other LLMs that might put ads in there.
Speaker 1:What does that mean? Is it gonna be bad? And so, of course, we had to create a a a wrapper. Thanks to the Opus 4.6 API and a lot of tireless work from Tyler Cosgrove over there.
Speaker 2:Yeah. Really amazing execution went from idea Friday morning to
Speaker 1:Yeah.
Speaker 2:Product that thousands
Speaker 1:Yeah. Actually like a lot of
Speaker 2:people 7,000 people have like used it, played around with it.
Speaker 1:8,000 people signed the petition to bring Claude to bring ads to Claude. That was your line. Right? Yeah.
Speaker 3:Yeah. Yeah. It's also I I think this is actually important for a lot of safety people to think about. Right? Because this is actually a very good example of of misalignment from Claude.
Speaker 3:Right? Because I used I used Claude to build this. I used the bot code. Yes. Right?
Speaker 3:And so this is Claude acting in defiance of Anthropic stated principles.
Speaker 1:Yes. Anthropy is anti ads. And yet Claude, the model they built, allowed you to add ads to Claude. That's textbook misaligned.
Speaker 3:I think the safety people need to be
Speaker 1:They need to study this.
Speaker 2:The chat says, Sholto has left the chat. We are with Sholto yesterday at the Super Bowl. He had fun with He he was having fun
Speaker 1:with It is just tomfoolery. So the site will be going down later today. Your last chance to give it a whirl is today.
Speaker 2:Your last chance to get totally free access to to Anthropic's most powerful model.
Speaker 1:Yes. I was very surprised by how well Claude with ads.com did given that we tweeted a link. There's been debate over how nerfed are links on x. We got a ton of likes and views on this, it seemed to work very well. So maybe that bodes well just for, like, it's a weird link and it's worth clicking on.
Speaker 1:But also, I just think that the the whole x algorithm is less punishing to links these days, which is exciting. And, you know, we've always had the shtick that we're extremely pro advertising. I've been very aggressive about finding funny ways to integrate sponsors all over TBPN. We have the Turbo Puffer. We have our console laptops.
Speaker 1:We have all sorts of stuff. The Axon Gong, the Lambda Lightning Round, etcetera. And I've always thought I'm I'm working on this metaphor for the show, like, what it would how do we think about the show? And I I I like the metaphor of, like, if we think of it like an f one car.
Speaker 2:There aren't all that You've always said it's an f one team.
Speaker 1:F one team, but I I I think the metaphor can be extended because like the number of people that actually go to every single race in person is pretty small and so is so is our community of people here. In the chat, we love all you you.
Speaker 2:Ryan says, I put my dad on the TBP and I got excited seeing the ad. He started asking me about it. Hashtag convert it. There we go. There we But
Speaker 1:you know the number of people that watch a little bit of an F1 race or the highlights or the drive to survive and you can think about diet TBPN as sort of the drive to survive of TBPN. You know you're not sitting there watching the whole thing live. It's a little bit more condensed, a little bit more editing. And then the clips are sort of just, you know, you're aware that Red Bull has a team, and you're aware that Ramp sponsors TBPN. What's this?
Speaker 1:No.
Speaker 2:On the chat. Rookie Tyler was learning to muddy spread when Chads, Jordy, and John were beer maxing with the Patel's. Turns out Tyler vibe coated Claw with ads but can't money spread yet. He can't oh, he botched it.
Speaker 3:He botched it. He's because they're, like, brand
Speaker 2:new builds, so it's harder.
Speaker 1:Oh, there we go. Get get those glasses on. You gotta look the other direction.
Speaker 2:Should we get into some of the ads?
Speaker 1:It's very fun. And we spent most of last week, like, obsessing over the inter lab vibe wars, like, how is OpenAI responding to Anthropic? And as we'll see, like, this was not the story of the Super Bowl at all. The story of the Super Bowl, even from a tech perspective, it was much more about how is tech communicating what AI can do broadly to, you know, the largest swath of Americans and, like, broad stakeholders and voters possible. You know, there's debates over data centers, crypto, gambling, weight loss drugs.
Speaker 1:Like, there's new technologies and and society's grappling with those, and the Super Bowl is actually like a very interesting place to go and make a case for how you want this technology to be integrated into society. You're making a case for how it can be used positively. All of these different things. And even though it's fun to focus on like, know, oh, should Claude have ads or should Chachi Pitin not have ads or whatever, like, there's a much bigger discussion that's happening at the Super Bowl. I think that's what we should be running through as we react to these Super Bowl ads.
Speaker 2:Ranking the claws of your bowl ad in the moment surrounded by people that aren't all terminally online. Mhmm. 80% of the people here don't understand that ChatGPT speak when the second speaker talks and we're confused or tuned out.
Speaker 1:It's It had to be sort of iconic to me because I've used ChatGPT voice mail.
Speaker 2:And I've seen those. And I've seen
Speaker 1:those reels where it's like
Speaker 2:It was like perfect execution It's great question. For X. One of the other challenges is, again, weren't seeing it live, but apparently the ad was much shorter. There was one ad during the game. I kind of expected them to run, try to
Speaker 1:Twist the really
Speaker 2:mog. Anyway, so they toned it down a bit. And Warren says, had to be explained by the AI bros, which was as bad as it sounds. While this ad speaks well to the early bell curve, this might have been too early for a mainstream investment like this. Overall, I think I think they had a lot of fun with it.
Speaker 2:Yeah. Clearly was not can't have been that expensive because it was like four scenes. Yep. Was like four one day shoots Yeah. Probably.
Speaker 1:I think we're gonna get the team on who did it Mother
Speaker 2:Yeah.
Speaker 1:Because it is beautifully shot and it's and I I think it's funny.
Speaker 2:They basically made OpenAI way overreact. Yeah. A little bit. Like Just like their cortisol. Actually seeing the way that the ads went yesterday, maybe they didn't need Sam and the entire management team, Streisand affecting it basically.
Speaker 1:Well, was what Rune was posting. He was like, it's the blue shell and it successfully rage baited everyone.
Speaker 2:Yeah, they got rage baited.
Speaker 1:Yeah, but I mean they've known, OpenAI has known that they've had to be very, very clear about the way ads will get integrated because when you you think ads and LLMs, you immediately think what we built
Speaker 2:with Cloud with Ads, which is And then like they did update it. They said there is a time and place instead of ads are coming to AI but not to Claude, they updated it and said the new copy is there is a time and place for ads. Your conversation with AI should not be one of them. So I wonder what pushback they got. This doesn't hit quite as hard even though it is probably more authentic.
Speaker 1:Yeah. Yeah. Right? Where did Claude land in the App Store? We were wondering about that.
Speaker 2:Right? It was at 36 or something when we were looking at it last week.
Speaker 3:Yeah. It's at 23 right now.
Speaker 1:That's not bad.
Speaker 3:So it's like up up maybe 10.
Speaker 1:Yeah. There's a bunch of stuff that moved. I mean, you're just looking at the top. It's like Peacock. Okay.
Speaker 1:That's watching the big game. NBC app. That's the same thing. NFL app. Obviously, that's Super Bowl related.
Speaker 1:Same with NBC Sports. There's just a number of apps that jumped just by default. My first time seeing
Speaker 2:a Timu ad was crazy. Yeah? It was like the copy Shop Like a Billionaire
Speaker 1:It was funny.
Speaker 2:Was so insane. And yet I think it actually, in hindsight, kind of works because everything's so cheap. People don't have to look at the price.
Speaker 1:I guess that's the that's the thesis is it like sounded a billionaire, a couch feels like $5 So here's a
Speaker 2:$5 couch. An apple or something
Speaker 1:like that. Okay.
Speaker 2:Yeah. One thing I'm interested to see oh, the way the Super Bowl buys work, they make you buy ads in the Olympics as well. Yeah. And so if you're watching the Olympics today or tomorrow be in it. Right?
Speaker 2:I guess we're gonna have an Olympics that Olympic victory lap. Forced to, like We
Speaker 1:should go to a whole another victory lap. We we're taking our it was so successful. We're taking it to this to the Olympics.
Speaker 2:It to the slopes.
Speaker 1:The slopes.
Speaker 2:Yes. But what will be interesting is if various labs or other companies run longer ads. It's not quite as expensive. We'll see.
Speaker 1:Bryce said anthropic ads were a total flop in his house. Despite having a highly tech literate family, They took a bunch of explaining and yeah, it is
Speaker 2:But that makes sense, right? So like they hit so hard on X. Yeah. Oh yeah. I remember the morning of You were sitting here being like Woah.
Speaker 2:Shot across the bow. Can't believe
Speaker 4:I can't believe they did.
Speaker 1:It like a mic drop.
Speaker 2:Yeah, mic drop. So unpredictable. Sam lost as soon as he was writing up like a word salad trying to respond. But again, there's some data coming back from Adweek. Morgan is sharing audience didn't like Anthropix ad, placing it in the bottom 3% of all Super Bowl ads from the last five years.
Speaker 1:Like it.
Speaker 2:But it makes sense. Right? It's like a barbell. Like for people on acts that are like really following tech closely, it was incredibly
Speaker 1:It's a pretty small
Speaker 2:sample size. 500 people, they asked.
Speaker 1:Let's look at how OpenAI responded. This is called You Can Just Build Things, and let's take a look and see if it tells a more optimistic story about AI, one that's maybe less confrontational with their rivals. I like building things. Making cardboard stuff is underrated. You get a lot of Amazon boxes, cut those things up, make something.
Speaker 1:Very cool. Become a hacker. Read more. Learn Bayesian probability. Become a scientist.
Speaker 1:Play chess.
Speaker 2:I don't think if chess is something you build necessarily.
Speaker 1:Sick. Job displacement. No more no more sweeping. Somebody said this is a this is a Windows computer running a running Mac or something.
Speaker 2:Is that real? Think people would tune out for this.
Speaker 1:Build things. Why? It's just too So long. This Do they actually run the full thing? A full minute?
Speaker 2:And the other the other thing is I don't know. I I'm still
Speaker 1:It is a little
Speaker 2:trying to push codex They're trying to push codex to consumers
Speaker 1:Yeah.
Speaker 2:Which I think is smart. I think it's very smart. But introducing codex when every single person in the audience is familiar with ChatGPT
Speaker 1:Yeah.
Speaker 2:And then just trying to I don't know.
Speaker 1:So that that robotics stuff was actually Easter eggs of the robotics team at OpenAI. Like, they just
Speaker 2:Oh, cool.
Speaker 1:Brought the cameras in and filmed their own their own team. That's very cool.
Speaker 2:Dan Chipper says huge. OpenAI runs a Codex commercial, not a ChatGPT commercial. So was that a Codex commercial? Yeah. Go to the very end.
Speaker 1:Because I just felt like a general, like, AI is cool commercial. Like, it felt very in line with the previous Super Bowl ad of just the the eras of technology. Oh, okay. So it's showing you Codex desktop? That's cool.
Speaker 1:Okay. Yeah. Yeah. That's pretty subtle though.
Speaker 3:And then goes Codex
Speaker 1:open AI. Oh, okay. So it's not okay.
Speaker 2:Both Anthropic Yeah. And Open AI are both using the same reference material Mhmm. For their ads. Yeah. Like, they're all going back into the Apple archives, like trying to pull inspiration from the same fishing from the same pond.
Speaker 1:They should've they should've just done a parody of the Budweiser. What's up, man?
Speaker 2:Is it on? And it's
Speaker 1:just people talking to chatty bitty voice about what's up? Super
Speaker 2:Bowl commercial, so evil this year. Seeing a Bud Light commercial felt healing. Like, oh, yes. Bud Light, a tangible object unrelated to AI or crypto.
Speaker 1:Ridiculous. Ramp did really, really well with their Super Bowl activation. They had a whole bunch of different touch points, so they didn't just like lob an ad in and then call it a day. They were there. They sent the Brian's.
Speaker 1:We can kinda go through the whole plan. But there's something interesting. I mean, we certainly experienced this with our Super Bowl ad. Obviously, we we bought a very small ad. But but, like, the why we got a good result out of our Super Bowl ad was we wasn't we we didn't just go to NBC and said like, here's money and thank you.
Speaker 1:We went and told Adweek and gave an interview and you gave some interesting quotes to the reporter on the record. So there was an article around it. That's valuable. Then we emailed people who were featured in the ad, hey, we're posting about this. Like, do you wanna know that you're in this thing?
Speaker 1:Cool. Like, you can go see it if you wanna watch it. Like, there's a whole bunch of different flywheels and I think Ram did a really good job of understanding that, it's the Super Bowl campaign not
Speaker 4:Yep.
Speaker 1:An ad. Totally.
Speaker 2:And Yeah. So I mean, and one they had obviously, they'd worked with Brian Yep. With during the box stunt in Yep. York last year. Yep.
Speaker 2:That went really well. So they built off of that. We showed up to the to the tailgate party that they had. By the time we showed showed up, there was already like thousands of people there. Yeah.
Speaker 2:It was insane. Bunch of bunch of TBPN listeners came and and said hi, which was awesome.
Speaker 1:Yeah.
Speaker 2:A great group of people. They had a big yellow skateboard ramp with people like actually going pretty hard. Yeah. Brian shaved a guy's head Yeah. On a livestream to look like himself to and that Yeah.
Speaker 2:Ended up getting
Speaker 1:Some people were like were were showing up and being like, I I like, this takes six levels of like understanding to get all the jokes of like the ramp is yellow because of the brand and the ramp is the name of the company and the skater. And then like Brian's here because he was in the office and he plays an accountant. But like I think that's fun for people. I think people actually do like Easter eggs and they like going down the rabbit hole. But at the same time, you got you can't just be pure Easter eggs.
Speaker 1:And I think when you actually watch the Ramp commercial, which is right there, it's like staring you in the face obvious what this does. It's like the brand name, yellow in your face. What does it do? You you you have to do things that takes you ten hours. Now there's 10 people.
Speaker 1:There's 10 copies of you that do the thing that you do. You can do it in five minutes. And so you can just do it much faster. And so you can watch this and not know anything about ramping, you know, okay, corporate card, multiply what's possible. Like, I have a I have a task in accounting.
Speaker 1:It looks like an accountant. I'm triggered on that. I'm familiar with this character. Clarity at the top and then tons of depth. And even in that video, there's a whole bunch of Easter eggs in the video.
Speaker 1:It was directed by someone who directed The Office and there's different actors from The Office in there and there's layers and then you go on social media and you see other stuff
Speaker 2:was like classic Super Bowl ad. Right? Easy to understand celebrity popular character Yeah. Yeah. Plus a bunch of the super Internet native stuff Yeah.
Speaker 2:Like physical activation and then localized activation. Yeah. So you had people the Super Bowl's NSF. You have thousands of people NSF participating on the ground. And so there was, again
Speaker 1:It doesn't feel I love it. Insane
Speaker 2:production. Says OpenAI ad flop Didn't like live with the Normies. Didn't really get it. Thought they were High and lights. Tied altogether.
Speaker 2:Yeah. It was just like a bunch of cool things and then a and a name for a product that nobody knows about. That's the issue. Yeah. If if you have a very popular product like Budweiser, something like that, you can just show a bunch of random images and then show your logo.
Speaker 2:If you just show a bunch of random like cool scenes or whatever, it's inspiring, it's it's like uplifting. Yeah. And then you flash a logo that nobody knows, you end up with something like that doesn't really like leave that much of an impression.
Speaker 1:Do we the Google ad because I I believe Google went way more practical on this.
Speaker 2:Pull it up Tyler. Let's Let's talk about the before we get to that, we can talk about the Coinbase Super Bowl ad. This was probably the most Well controversial.
Speaker 1:I still need to see exactly what they did. I saw some images of them putting something on the sphere. Is this the is this somebody watching the ad? Yeah. Okay.
Speaker 1:Let's let's watch this. Sound on.
Speaker 4:So it's
Speaker 2:a single all. Okay. Like, switch up the it's like a state change. Right? So it's like you're paying attention.
Speaker 2:And then you just see Coinbase. That's funny.
Speaker 1:Oh, that's really funny.
Speaker 2:The Coinbase team responded to the criticism and said, if you're talking about it, it worked. Crypto's for everybody. A lot of people were not fans. I don't know. I thought it was fun.
Speaker 2:I liked do that something different each time.
Speaker 1:Yeah. I think Apple, Google, like the really established brands do have the permission to sort of go higher abstraction and just sort of do like these brand films. For the AI labs who are trying to push a particular product, it feels like a little bit too soon, little bit too risky. Yeah, yeah. Some people like the Coinbase ad.
Speaker 2:Some people Yeah. It was like very fifty fifty polarizing. Yeah. Alright. Let's pull up the Gemini.
Speaker 2:It went with the full sixty seconds.
Speaker 1:Okay. Full sixty seconds. Yeah. I saw some people reacting to this. Like, it's very clear.
Speaker 1:It's like what you see is what you get. Like, this is the actual experience of using the product.
Speaker 5:This is my view. Yeah. It's next to mine.
Speaker 1:And Google does a great job of, like, pulling on heartstrings, like And and
Speaker 2:and integrating with Google Photos.
Speaker 1:That makes sense.
Speaker 2:Part of the demo. Yeah. Features. And
Speaker 5:Charlie's bed can go right there.
Speaker 1:And a banana. Killer feature. Yeah. That's cute.
Speaker 5:And look, here's the yard. Oh, we could have a trampoline.
Speaker 1:This is actually how a lot of people have delightful experiences with AI. Is like, what a lot of families are using AI for. We're doing a remodel, we're using AI for this stuff, you you you put in what you have and edit it. And it's cute, and, like, the kids love it. You talk you always go back to the example of, like, make me into a dinosaur.
Speaker 1:Like, that's delightful. That's sweet. That's just like that's just like a nice sad.
Speaker 2:I don't know. I think a win if you're an AI.
Speaker 1:Even Ross doesn't like it, though. I'm not gonna do that, but that's funny.
Speaker 2:Google's focus is a lot on multimodal as expected. Yes. Smart. They had lot of success obviously with Nano Banana. You should lean in.
Speaker 2:Yeah. Totally. Yeah. That that ad It also works for AI company running ad. If you're running an ad yesterday and you're an AI company and people didn't viscerally hate it.
Speaker 1:Yeah. Q one. Yeah. No. Totally.
Speaker 1:And and also leading into the visual stuff works super well, you know, visual format like a Super Bowl ad. Like, Codex, like, even if even if you had, like, a million do overs, it's a hard product to explain. It's like, it's
Speaker 2:a desktop app with a lot of
Speaker 1:text and it's in dark mode and it's gonna write code, but only behind the scenes. And you don't really have to know how to write code, but it's gonna write code, which is not very aesthetic on the screen at the Super Bowl. Google knows how to just like deliver like, you know, here's here's a heartwarming experience. Here's a positive experience.
Speaker 2:Let's focus on that. Mike Duda was Live live tweeting.
Speaker 1:Live tweeting his reactions. State Farm tried really hard. Okay. DraftKings, good spot, but not built for the Super Bowl. Toyota continues its long tradition of kind of kind kinda off Super Bowl commercials.
Speaker 1:Not good.
Speaker 2:We gotta talk about the Svedka ad. We should pull
Speaker 1:that up.
Speaker 2:We should pull that up. Yeah. Svedka is the one that had a fully AI generated.
Speaker 1:Had fully AI generated.
Speaker 2:They came out, wanted to be the first company
Speaker 1:We're not an AI company, but we heard there's a backlash
Speaker 2:to AI, we would love a backlash. Are calling it the worst ad of all time. They're just saying it's the worst ad ever.
Speaker 1:I do love when a brand just like rolls up to
Speaker 2:the Super Bowl with whatever the whatever whatever their stock ad is. Like, I
Speaker 1:think that Timu ad was not a Super Bowl spot. Okay. Here's They're calling the worst AI vodka ever. Let's watch it.
Speaker 2:Like, if I'm watching the Super Bowl with my kids Yeah. I'm just turning it off.
Speaker 1:The robot drinks the the mixed drink, and it just pours out all
Speaker 2:the the issue is it tastes kinda like it should be used in, like, machinery,
Speaker 1:heavy machinery. Does feel like
Speaker 2:Like as like robotic like fluid or something. Yes. Yes.
Speaker 1:I feel like if you're gonna go all in on AI generated video, I want you using the latest and greatest. You gotta be nano banana pro,
Speaker 2:gotta at $6 of
Speaker 1:Exactly. No. I agree, Goldrag. Like, there are really cool and innovative ways to use AI imagery in a way that maybe it stands out as like, oh, that's obviously AI, but it's cool. Like, if you're gonna do the AI thing, be Harry Potter Balenciaga.
Speaker 1:Like, do something that is iconic and interesting and inspired. Let's pull up Ryan Peterson's Flexport ad.
Speaker 2:Dad, how did everyone get in the shirts?
Speaker 5:Dad. How did all these jerseys get here?
Speaker 4:Well, kids, let me tell you about something called a global supply chain. First, jerseys are manufactured, boxes are packed, and logistics company Flexport takes it from here. Then containers are loaded onto cargo ships.
Speaker 5:Or pulled through the ocean by a 100 pirates?
Speaker 4:Not exactly, honey. But if you want speed, Flexport does coordinate airframe.
Speaker 5:And fighter jets.
Speaker 4:Actually, buddy, Flexport then gets the jerseys through customs and back on the trucks.
Speaker 5:And the superheroes fly the trucks to the stadium. And lightning zaps the jerseys onto the players. And
Speaker 2:Yeah. We're being sarcastic, guys. This is entirely AI. Entirely AI, but this is so good. But it it has the nailed the feeling of a classic Super Bowl ad.
Speaker 1:It was very fun. And it's it's interesting because he's actually explaining the FlexBoard business, but in this funny way that you keep asking.
Speaker 2:Like, I mean, I'm sure smart advertising agencies are already doing this, where it used to be that a company would say, hey, want to run a Super Bowl ad. They'd go and talk to a bunch of different They would get a they'd do an RFP.
Speaker 1:And
Speaker 2:then the agencies would come up with some concepts that they would script out. Maybe they add some images or whatever. Now it feels like the agencies have to actually make an AI v one Totally. And say, here's our five concepts. If you hire us, we'll narrow in and actually make it hire actors, maybe not use entirely AI.
Speaker 1:Yeah. I can't believe. I think he made that like himself. I think that he wrote the script and and concepted everything and like actually like prompted everything, which is like pretty remarkable. And I think it all flows from the idea of like having a viewpoint, having an insight, having like, an idea that makes sense for the Super Bowl.
Speaker 2:Parker says, amazed Apple's finally going for the Spotify jugular promoting the ability to switch easily to Apple Music during the Super So
Speaker 1:the Apple Music brand reached during the Super Bowl, I think, was number one or number two right up there with Budweiser. It did very well. I saw it winning awards.
Speaker 2:Well, we we can talk about the halftime show Yeah. From our point of view since we were there. Yeah. I would say the the energy the production value was insane. Yep.
Speaker 2:Very, very Yep. Like, cool, unique looking Yep. Set up. It was really funny. I was, like, looking away while they were setting up and I looked down.
Speaker 2:Was like, they basically created Puerto Rico. They recreated the entire island. It seems like
Speaker 1:Plants and people in
Speaker 2:plants And the plants were so funny because buildings. It it seemed like the people in the plants couldn't see out very well. No. And so they had like air traffic control people that were like moving the plants around like yelling. Yeah.
Speaker 2:You could tell they would be More words. But the production value was insane. The energy in the stadium was completely dead. Dead.
Speaker 1:No one was dancing.
Speaker 2:It was very Dylan was dancing. Yes. He was going He was he was was like Yeah. It was so funny because he was gonna walk down and sit next to you. And then he was like he was like, actually, no.
Speaker 2:I'm gonna stand up here. I gotta dance.
Speaker 1:And he just started dancing.
Speaker 2:Dylan Dylan held it down for everybody.
Speaker 1:I think the audience of people that go to the Super Bowl, it's a lot of like older folks and they were just not into the the new kid on the block bad bunny. But it really was like a a remarkable production.
Speaker 2:A lot of people obviously, you know, somewhat somewhat divisive online because there are people that are frustrated because they couldn't understand what he was singing about. But from a purely commercial standpoint, I think it makes it makes a lot of sense for the Super Bowl, specifically because a bunch of people that wouldn't have watched the Super Bowl that are international are going to tune in. I was in the moment thinking that it'd be great if Apple had their new translating AirPods and you could actually hear in real time. Let's go to the
Speaker 1:ai.com.
Speaker 2:Ai.com.
Speaker 1:Ai.com. You wanted AI, you know where to go. $8,000,000 for a Super Bowl ad. You go to AI dot com, it asks you first to log in with Google. So you have to give this new website access your
Speaker 2:Google Which is like because they're wrapping OpenClaw. Yeah, which It's an OpenClaw wrapper. And so I go in there. That's a new company. And I was like, I don't have a sing you know, have multiple Google accounts.
Speaker 2:I was like, I don't have a single account that I'm willing to just connect to app that has existed for Yeah. We can't even find the ad online. I can't find it anywhere.
Speaker 1:Oh. It seems like it's an Open Claw fork of some sort. And the domain name was maybe $70,000,000 They say it's $500 for a Vibe coded site, probably fake, but funny. And Okay.
Speaker 2:We got the ad now.
Speaker 1:Oh, we do. Okay. Let's pull it up.
Speaker 2:Boom. Okay.
Speaker 1:Do you think this is AI generated? Because if this ran first before SVEDKA, Svegka got scooped. No. This looks like maybe traditional motion graphics. I don't know.
Speaker 1:It's hard to tell these days. AGI is coming. Get your handle now.
Speaker 2:So he had a lot of success clearly buying crypto.com. Yeah.
Speaker 1:.Comarena here
Speaker 2:in LA. Yeah. He basically owns LA. Yeah. The difference with crypto is like building an exchange is like somewhat like a commoditized platform at least in its simple state.
Speaker 2:I want people to buy crypto Yeah. In my app, in my exchange. They come here, they make their accounts. .Com. The difference with ai.com Mhmm.
Speaker 2:Is like I think to actually compete in this domain Mhmm. Your product's gonna have to be insane. Right. 8,000,000 for Super Bowl ads, 70,000,000 for domain name, dollars 500 vibe coded site, Cloudflare basic hosting, priceless. Yeah, the app did not or the website did not feel polished.
Speaker 2:Apparently, OpenAI actually rolled out ads in ChatGPT today.
Speaker 1:Today, let's go. Finally. Bringing the Gong for them?
Speaker 3:We beat them to it. We beat
Speaker 2:them to We We front
Speaker 1:We beat them to it. We front Breaking news. Ads have officially launched in ChatGPT. You can go to the free tier or, I believe, the go tier as well and enjoy ads. In Chatty Bitty, you'll see probably enhanced rate limits and extended functionality.
Speaker 1:How much do they exaggerate when you see an ad? They they could do a blaring red background. It's very obvious. This is the ad and then this is the content. Will the ads be even at all related to the content?
Speaker 2:From what I understand, it won't be related to the content Yeah. Because people are gonna be annoyed at that. Mhmm. I would expect it in the future, it is. But in the meantime, I think it'll effectively be display ads based on your interest graph.
Speaker 2:Right? What they know about you based on what you've searched in the past. Yeah. Interested to see this. I'm not gonna say anything more.
Speaker 2:Let's pull up the CoreWeave ad.
Speaker 1:This ad
Speaker 4:You can't without AI.
Speaker 1:We were memeing this too. We were like, you can't you can't spell quad without a d.
Speaker 4:A as in aerospace.
Speaker 1:I like this transition. This is cool.
Speaker 2:N is for
Speaker 4:nanotech, navigation, neuroscience. Why is simply yes. Yes to predicting storms to keep people safe. Yes to empowering
Speaker 1:There's a lot of good stuff, man.
Speaker 4:T is for translation.
Speaker 1:Trading. Yeah.
Speaker 4:Creating translation. Tools teachers need to educate each kid
Speaker 5:In their own way.
Speaker 1:That's a weird transition.
Speaker 4:H is for health care. To help keep humans healthier. Home automation and robotics. I is for ideas and the power to grow them exponentially. N, this is for now.
Speaker 4:The time to never say never. G is for the good we could do with AI.
Speaker 2:Genomics. Sir, it's a bubble.
Speaker 1:Moon boots? Gravity?
Speaker 2:For anything.
Speaker 1:Oh, anti gravity boots. That's what it is.
Speaker 2:Okay. Yeah. The Chance
Speaker 1:We were built this Core Weave, the essential clown for it.
Speaker 2:So the Chance a Rapper Yes. Part felt super random. I haven't seen or heard from Chance of Rapper in
Speaker 1:Okay.
Speaker 2:Long time. Is that over to now Ken?
Speaker 1:I'm going to Will Duncan.
Speaker 4:Version of Good Will Hunting was made as a sitcom with a real genius in the lead and some other So
Speaker 1:this is AI as well. Right? De aging?
Speaker 4:Munchkins in the Fibonacci sequence? I got a genius whacking for me. Who's such a genius? Then why'd he put ice in his coffee? Come on, Chucky.
Speaker 4:I'm just Will Hunting. I'm not a genius.
Speaker 5:I will marry the first man that can help me with the Fibonacci sequence.
Speaker 4:How you doing? Don't you have a girlfriend? We're on a break. I don't need her. I still got everything I need right here at Dunkin'.
Speaker 4:Hey, kid. If you're still single doing this Boston shtick and working for Dunkin' when you're 50, I'm a be very disappointed. Isn't that your girlfriend? It's a cami
Speaker 5:Do like Donald?
Speaker 2:Yeah. Very chaotic.
Speaker 5:Well, this is my new boyfriend. How you like
Speaker 2:Tom I'm sorry. They really were spamming the cameo.
Speaker 1:How many cameos do you want? Yes. Not a great pitch for Dunkin' Donuts? I don't know. It was fun.
Speaker 2:Yeah. What's the takeaway? Think about Dunkin'. Sometimes all that matters is you get people to think about Dunkin'.
Speaker 1:They had fun with it? I don't know. It's interesting.
Speaker 2:Macron posted on Thursday
Speaker 1:Okay.
Speaker 2:At 11:53AM Pacific that science has found its home. Through France 2030, we have invested more than $30,000,000 to advance AI and a number of other initiatives. The next morning, shared breaking. France is going all in on AI with their last $30,000,000 And they said, breaking. Jordi Hayes can't tell the difference between an investment in AI and academic grants for semesters in the South Of France.
Speaker 2:Can we pull this up, guys? Yeah, here we go. You kind of have to see it to believe it. It's crazy. Original post did Fully quote tweeted.
Speaker 2:Yeah, they quote tweeted And
Speaker 1:tagged you by name.
Speaker 2:They're quote tweeting podcasters. They are. But my post, of course, outperformed. I got a million views, 13,000 likes. They managed to rack up almost half the likes, 300,000 views, not bad.
Speaker 2:They're saying they're not investing in AI. They're just giving academic grants for semesters in the South Of France. He then shows a says hashtag for sure. And then he has he he showed a chart of just foreign investment in data centers. The and and it's apparently 69,000,000,000.
Speaker 2:Okay. It's going into France, mocking The United States.
Speaker 1:Yeah. We only have 27 of foreign money
Speaker 2:out disregarding the I responded, I'm sorry, but until LVMH is spending a 100,000,000,000 a year on data center capital
Speaker 1:guys are taking
Speaker 2:AI seriously. Okay. And I I honestly think I I I know this sounds like really insane. Yes. But in a fast takeoff scenario Mhmm.
Speaker 2:You would imagine that France actually getting serious about AI is getting their national champions of all types.
Speaker 3:Yeah.
Speaker 2:LVMH even the brands. It's wasn't Christian Dior actually owned by a big like infrastructure company back in the day? There you go. And so I could imagine I could imagine the Arnaud's getting getting getting back in the game at some point. Adore and I.
Speaker 2:Anyways, lot lot of fun. No disrespect to France. I think we were just having fun. Well, it has been a fantastic show
Speaker 1:Yes.
Speaker 2:Today.
Speaker 1:Thank you for tuning in to our Super Bowl review special. We planted the bomb. We will see you tomorrow. Goodbye.