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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.
Important announcement from Oracle. Our partners financing with Dona Ana County Mhmm. New Mexico Yeah. Shackleford County, Texas, and Port Washington, Wisconsin data centers are secured at market standard rates progressing through final syndication on schedule and consistent with investment grade deals. So if, this makes you worry, a lot of other people agree.
Speaker 1:This is, their most recent post after yesterday they announced that the NVIDIA OpenAI deal has zero impact on our financial relationship with OpenAI. We remain highly confident in OpenAI's ability to raise funds and meet its commitments.
Speaker 2:What did Rune say? Rune said, my confit my confident in OpenAI's abilities to raise fund t shirt has a lot of people asking questions already answered by my t shirt. I just had 2,000 likes.
Speaker 1:Interesting comm strategy. They've been hiding comments under this. I think they've stopped doing that because people are saying what an odd thing to say. Brennan says guys just stop tweeting whoever you have running PR comms needs to be fired. You're making it worse.
Speaker 2:It is very weird to take this to act specifically. This is a conversational platform like
Speaker 1:it's Hey, we wanna start a conversation about concerns around our
Speaker 2:Well also just, I mean, it's a total rejection of the going direct thing. Like this would be wildly different if it came from the CEO, co CEOs or Larry Ellison directly even and it had like way more nuance. It's very odd when it has like the corporate press release
Speaker 1:This screams that no one in comms actually uses X.
Speaker 2:It's like we needed to put this out and they didn't really consider X. The channel? And maybe this probably went over fine in a press release or something, but just on X, it's a completely different context and there's so much subtext with all the different partners actively being there. And even like low level employees chiming in from companies that are implicated in this. There's like all of this different.
Speaker 1:I like how you compare Oracle's strategy of like the nameless faceless
Speaker 2:Yeah.
Speaker 1:Announcement that just concerns everyone to Rune actually from OpenAI commenting and just joking about it. Yeah. And it actually gives you more confidence.
Speaker 2:Yeah. Yeah. Totally. Like somebody somebody looked at the Rune post and was like, oh, f even Rune stopped shilling. We're f.
Speaker 2:And Rune's like, no, it's just a funny tweet. OpenAI is doing great. And that instills way more confidence.
Speaker 1:Gabe quoted yesterday's post and just said, okay, yay. Okay, yay. Of course, Oracle's down 5% today.
Speaker 2:It's sort of
Speaker 1:a black Honestly looking good compared to some other names. Yeah, what's happened? PayPal down a full 20% today.
Speaker 2:What happened with PayPal?
Speaker 1:Switched out their CEO.
Speaker 2:Okay, okay. Well, makes sense.
Speaker 1:This had some Q4 results that people weren't super excited about and people aren't excited about the forecast either. You looked at, Sheil had a had a kinda was prodding Elon. He said, come on, Elon. You've always wanted PayPal to be X, the financial super app.
Speaker 2:Yeah.
Speaker 1:Now is a great opportunity. PayPal right now is valued at less than what X was in the take private.
Speaker 2:Wait, really? Yeah. No way.
Speaker 1:And X is obviously working on a bunch of different financial PayPal,
Speaker 2:I thought PayPal all time high was in the, hundreds of billions. Yeah. It's 40,000,000,000 now. Yeah. Add that in.
Speaker 2:Yeah, it way up, down 85% the last five years. I mean, truthfully, like a lot people have moved on. They use Cash App and
Speaker 1:Yeah, they own Venmo.
Speaker 2:Yeah, Venmo. Venmo is still very like millennial, right? Yeah. It's sort of like, and people use the Pay transfers, Apple Cash. Like there's been a number of, you know, shots across the bow for PayPal that they haven't responded to fully.
Speaker 2:Mean, own Venmo because they acquired Braintree. It wasn't even like an in house, like really aggressive move. Sort of just lucked out with Venmo.
Speaker 1:PayPal, the $40,000,000,000 public company had 2025 net revenue of 33,000,000,000. Woah. So not great. Major sell off in pretty much all software today. Snap is close to all time lows at $6.70 despite growing revenues and profits.
Speaker 1:Serenity says here's why the financial engineering looks criminal. Snapchat is an 11 and a half billion dollar company with a billion MAU and q three adjusted EBITDA of a 132,000,000. However, stock comp for the last twelve months, 2 and a half billion dollars. Really, really insane number. This is, I mean, always been the general criticism of Snap, but looks like they have not adjusted course yet.
Speaker 2:It's interesting seeing the gap between monetization between Meta a billion MAU and Snap a billion MAU. It's like a 10
Speaker 1:x Yeah, which is why like you were doing some nap kin math on OpenAI and I think that's
Speaker 2:They have billion MAU. Do they monetize like Meta or do they monetize like Snap and on Yeah. What Because Or worse. They have Fiji CMO. I think they could get to Meta level, you know, monetization and ARPU, but it also could, they could be lingering in the snap territory, is I think 5,000,000,000 over the last year.
Speaker 1:Matt Slotnick commenting on the sell off in software. All of this because Azure grew instead of 39.4%. Of course, there's a lot more going on here. Buko says, not. It's that the labs can hypothetically one shot you, so why stand in front of that train?
Speaker 1:Why express, quote short AI in the marketplace? High yield Harry says, wow, this software company is getting destroyed by AI today. It's Juventus The soccer team. Down 13%.
Speaker 2:Everything's
Speaker 1:just Getting. I guess people think that somebody's gonna make Claude code for soccer.
Speaker 2:The the your inside man below says the robots are gonna be playing. And he has a photo of or a GIF of robots playing soccer.
Speaker 1:That seems bullish. We'll see. Bitcoin also down dramatically. Joe Weisenthal has it up.
Speaker 2:It's under three now. Absolute crash today. Down 13% over the last over the last five days over almost 20% over the last month. Lots of selling activity going on.
Speaker 1:Jim Kramer is now giving advice to Michael Saylor. Mhmm. He says, oh my, Bitcoin 73,000 beckons as the Dow hits a record high. Our chartist last night said, this is it. The level that cannot Chartist?
Speaker 1:Be Our chartist. Chartist? Yes. The level that cannot be breached.
Speaker 2:Chart artist?
Speaker 1:It is time for strategy, also known as mass. Micro
Speaker 2:strategy was the former name.
Speaker 1:Now it's also known as mister for its mister symbol to do a spot secondary or convert and stop this decline. Come on, Mike. Step up. It's just always rough when when Jim Kramer is just like Yeah. Stream of consciousness So posting at we'll see what what Saylor does.
Speaker 1:They they have earnings on Thursday and that will certainly be an interesting call.
Speaker 2:More more details on the PayPal shares plunging nearly 20% CEO exit. They replaced their their CEO, Alex Chris, who was brought in to steer the payments firm through slowing growth and heightened competition and simultaneously issued a lackluster profit forecast for 2026 on Tuesday, sending its shares down 19%. The board's the company's board, which named HP's Enrique Lores as its new president and CEO, said the pace of change in execution under Kris was not in line with its expectations. Kris was tasked with turning around PayPal during a challenging period as post pandemic trading volumes declined and competitive pressures in its core business intensified from large technology companies and newer fintech rivals. It does feel like, you know, in the press release economy, it would be it would have been so easy for PayPal to do some sort of deal with stock trading or prediction markets.
Speaker 2:Like every financial app and news product and grocery store, like everyone is like doing some sort of deal at least, even if it doesn't materialize, even if doesn't move the needle, at least they're sort of putting their best foot forward. And PayPal, you know, you still mostly hear about it in the context of what are the PayPal co founders up to now? Oh, they're building rivals to the original company. PayPal said CFO Jamie Miller would serve as interim CEO until Loris assumes the role on March 1. That's pretty quick transition.
Speaker 2:Wall Street analysts said the unexpected CEO announcement raises questions about the company's turnaround strategy. Disney's been going through a CEO transition, it's been massively telegraphed with, you know, a contract that ended this year. Okay. You know, a story last week hey, we're moving faster. Hey, we're bringing somebody in who's internal, who's already knows the company inside and out.
Speaker 2:It's been a lot
Speaker 1:It's crazy that even with $33,000,000,000 of revenue, they're worth roughly like three and a half circles. Circle obviously, you know, just tiny, tiny company in comparison to PayPal. You would think that PayPal, they don't have an obvious like AI, like what's the obvious AI bear case, right? Yeah. They move money, they're heavily regulated.
Speaker 1:Yeah. You can imagine them figuring out ways to work better with agents and capitalize on the stablecoin boom. But we'll see what the new CEO ends up doing.
Speaker 2:The big question is whether he will bring in a formidable payments team to attempt yet another multi year turnaround.
Speaker 1:Do they not have a formidable payments team? What happened? What do you got? Or the whole hope list of the payments company with half a billion active Yes. Users has a formidable payments team.
Speaker 2:Apparently not according to Evercore. Like, you lack formidability. PayPal expects full year adjusted profit to range between low single digit percentage decline and slight increase compared with Wall Street expectations of about 8% growth. The change comes against the backdrop of weakening retail spending shoppers squeezed by elevated interest rates, stubbornly high living costs and sign up softening, made labor market cut back on discretionary purchases and prioritize everyday necessities, stuff that's not probably purchased with PayPal.
Speaker 1:David in the YouTube chat says PayPal did participate in the press release economy. They announced a deal with ChatGPT at the end of last year in Q4. In 2026, PayPal will become the first digital wallet embedded directly into ChatGPT, allowing users to make purchases instantly without leaving the platform. Feels very oversold.
Speaker 2:And they also missed on the holiday quarter. So analysts were estimating that they'd make $8,800,000,000 and they only made $8,680,000,000 And so, you know, we saw a pretty strong holiday quarter. There was a lot of growth across e commerce activity. We talked to Sean Frank at Ridge. Everyone was having like, there were a lot of jitters about is the consumer healthy, but a lot of a lot of the growing platforms were able to outrun any softening in consumer confidence by just onboarding more companies, onboarding And more so, if you're declining while everyone else is accelerating, that's gonna be an issue.
Speaker 1:Ted says gold is dumping, silver is dumping, Bitcoin is dumping, Ethereum is dumping, DXY is dumping, stocks are dumping. If everything is going down, where's the money actually going? We talked about this last week, sell everything.
Speaker 2:Sell your dollar. Sell your
Speaker 1:stocks, Sell your crypto. Sell your bonds.
Speaker 2:Freak
Speaker 1:out, actually. Yeah.
Speaker 2:Panic sell everything.
Speaker 1:Nikita says data centers, raw materials, land. If intelligence is rapidly becoming free, expect a rapid rotation out of bytes and into bits. A lot of blue chip assets will soon be repriced.
Speaker 2:I don't know. I'm excited to talk to Aaron Levy about this, about the SaaS pocalypse, what's happening with software.
Speaker 1:Deep Dish says this is a pretty common misconception that money has to go somewhere. That's not how market caps are measured. They're measured by last price times shares contracts outstanding not how much money you'd get for liquidating the whole pile. TLDR, the money was never there. Josh D'Amero, is the new CEO of Disney effective next month?
Speaker 1:Yes. This cycle moved very quickly.
Speaker 2:Right? It did. At the same time, I think I think it was managed pretty well. Disney's only down 1% today,
Speaker 1:I think. Iger Yep. Will stay on the board and serve as a senior advisor until his retirement on December 31. And Dana Walden was named to a new role as president and chief creative officer of Disney. Iger just got the got the OpenAI deal done.
Speaker 1:He's like, I I handled the AI transition And I'm out.
Speaker 2:Only they've only had nine CEOs in the hundred and two year history. The CEO job requires not only running a sprawling empire, but also serving as its high profile and highly scrutinized public ambassador. D'Amaro, D'Amaro won a challenging bake off for the job against Disney's entertainment co chairman Dana Walden.
Speaker 1:Let's give it up for bake offs.
Speaker 2:That has been the talk of Hollywood for more than a year. Walden was named to the newly created position of president and chief creative officer. Disney's leadership has been determined to run the succession process as smoothly as possible after its disastrous last try. The company named previous Parks boss Bob Chapek as CEO in 2020 only to fire him and bring back Iger two years later in a corporate coup. There's a whole series of Bobs, Bob Iger, Bob Bob Chapack over there.
Speaker 2:The CEO selection was overseen by chairman James Gorman, who joined Disney's board in 2024 after managing a widely praised succession process at Morgan Stanley. Iger was chairman when the board picked Chapack. Disney shares were flat Tuesday. Gorman, in an interview, said that he has seen Iger and Damaro work together and is confident the handoff will go smoothly this time. There's no tension here.
Speaker 2:Shareholders will now look to Damaro to lay out and execute a growth plan for the company whose stock price is down by nearly half from its 2021 high when everyone was rapidly subscribing to Disney plus and locked in just watching content. They went outside and the shares have slid since and has been essentially
Speaker 1:Never go outside.
Speaker 2:Never even walk.
Speaker 1:Never touch grass.
Speaker 2:This is the new Disney champion.
Speaker 1:Never touch grass.
Speaker 2:Running in the Super Bowl for sure. Gorman said that Wall Street Journal picked the, told the Wall Street Journal that the board picked D'Amaro because of his combination of strategic thinking and an understanding of the creative process as well as his experience working both overseas and in The United States. The 54 year old spent most of his twenty eight years at Disney, working in theme parks in the theme parks business in The US and overseas, overseeing stints at California's Disneyland and Florida's Walt Disney World. In 2020, he has been chairman of Disney's experiences unit, includes theme parks, cruise ships, and consumer products. All things that should grow in an AI world, even if the you know, if there's a lot of like AI slop and there's pressure on the theaters like
Speaker 1:Should grow but there's still so many there's still so many questions. Right? Why? If you have widespread job loss, does that force a compression in pricing?
Speaker 2:Yeah, but it's just just overall a
Speaker 1:purchasing power, right? Yeah, it's everyone. But again, could see there's so much uncertainty. The idea that AI will just magically, AI getting good will magically make everybody spend more time off the internet is kind of a tough argument to make.
Speaker 2:Yeah. Right? Maybe people
Speaker 1:Some people react Certain and word more. Like, there's this, like, stated preference, which people are saying, as AI proliferates, people are just gonna log off. Yeah. And I just don't actually see that happening.
Speaker 2:Yeah. I'm interested to see when the OpenAI Disney deal really like rolls out. Obviously you still can't generate Disney properties, Disney IP in Sora or in, or at least not in Chateappity when I tried. So they're still working on when they will roll that out. We've discussed like, it will be interesting if they launch like a single piece of IP, like it's Spider Man week and they're just releasing Spider Man.
Speaker 2:And then they wait and then they do Iron Man a week later. So they're like, keep hyping it as opposed to just like, we're opening floodgates. You can do any Disney IP. Will there be something special there? The bigger question for me is is what does it look like in the Disney plus app?
Speaker 2:Because I feel like the Disney plus app as a parent is a very safe place. Like, there's some stuff in there, but you can like sort of parental control it and most of its cartoons and most of its high quality Pixar stuff. But even if there's a AI generated feed, how much editorial goes into that, like there's a pretty wide gap right now between YouTube Kids, which can get sort of crazy and Disney plus which is extremely curated. Yeah. Like, you know, Academy Award winning films are in there and it's like a very, it's a very polished product.
Speaker 2:And if you start putting AI generated content in there, maybe some parents will love it because the kids will watch more. But I think a lot of parents would probably be like, I don't know. I'm pulling back from that. What are you trying to generate?
Speaker 1:I'm trying to see if Grock can generate Disney IP.
Speaker 2:Can it?
Speaker 1:Not perfectly. We talked about this yesterday. We'll cover it again. Didi shares today. SpaceX just bought XAI
Speaker 2:Mhmm.
Speaker 1:That previously bought X. The $1,250,000,000,000 merger values x AI at $250,000,000,000 with annualized revenue of 428,000,000 Mhmm. Giving it a clean 584 x revenue multiple. Not bad. An annualized loss of $5,840,000,000 importantly That's mostly
Speaker 2:CapEx, right? I imagine. Yeah, because they're building Colossus. They're buying a ton of chips. And so that's where that cash loss is coming from.
Speaker 2:Because I imagine that the inference is not at that level yet.
Speaker 1:But of course, SpaceX can start helping to foot that bill. Yeah. Don't they have the $8,000,000,000 $8,000,000,000
Speaker 2:in revenue?
Speaker 1:No. No. 8,000,000,000 in Profit. In profit. Yeah.
Speaker 2:Wow. The transaction value of SpaceX at 1,000,000,000,000, XAI at $250,000,000,000. Investors in XAI will receive 0.1433 shares of SpaceX for every share of XAI as part of the acquisition. Some XAI executives may opt for cash instead of SpaceX stock at 75.46 per share. This marks not just the chap next chapter, but the next book in SpaceX and XAI's mission, scaling to make a sentient sun to understand the universe and extend the light of consciousness to the stars.
Speaker 2:What a turn of phrase. We'll have to read Elon's post because this one feels like it came directly from him. I know that the Tesla master plan before was sort of like, it's a little corporate, corpo speak, but
Speaker 1:Somebody else was sharing it. It is fascinating that, you know, the number, a non leading lab
Speaker 2:Yeah.
Speaker 1:Is worth effectively a quarter of what the leading space telecom company is. Yeah. When you compare the two, it actually makes sense. I mean, in many ways, the XAI shareholder base has a lot of overlap with the SpaceX shareholders. So in the end, I think everyone obviously is doing fine.
Speaker 1:But certainly, the 584 x revenue multiple, I think even Sam would take that offer right Oh, yeah. Just bad data.
Speaker 2:It would be $5,000,000,000,000
Speaker 1:right?
Speaker 2:Alex Stouffer shares that Rampsheets called it the Elon Musk SpaceX plus XAI valued at 1,250,000,000,000 and Ramp Labs used their agentic spreadsheet to model the proposed merger when there were rumors of advanced talks on January 29 and they nailed the valuation. So you can kind of watch ramp sheets work through the the financial modeling there. XAI.
Speaker 1:It's notable. So some XAI executives are able to offer cash instead of SpaceX shares at $75.46 per share. You think this is just because there's so much pre IPO demand for SpaceX that people are like, you know, there's plenty of buyers.
Speaker 2:That's a good question.
Speaker 1:People don't just wanna cash out and move I
Speaker 2:mean, SpaceX has done like a long history of tender offers and liquidity. So there's probably plenty of demand and and just offering that feels like the way. I mean, there's also gotta be some people that have been sitting on sort of, I mean, guess if you were a Twitter employee just a few years ago, had liquidity. So it's not the same thing as SpaceX where you joined twenty years ago and you're still waiting for the IPO. So you're like, I need to buy a house.
Speaker 2:I need get out. Like those tender offers make a lot more sense than this, but certainly an interesting decision to be made if you're an XAI executive.
Speaker 1:Logan Bartlett says Nikita Beer, the SpaceX employee. Total Nikita victory. Totally think in many ways he's been through hell over He the last few is often the butt of the joke.
Speaker 2:There were those prediction markets on will he make Will he get fired? He get fired? Like there's been so many dustups around, you know, is he paying some people too much with the creator program? Well, now if you're an ex creator and you get that $22 paycheck for your posts, it's coming from SpaceX. That's right.
Speaker 2:Love to see it.
Speaker 1:Wired had some interesting this morning. Mike Solana called it out. Wired said Elon Musk is rolling XAI into SpaceX, creating the world's most valuable private company by fusing SpaceX and XAI, which acquired X last year. Elon Musk tightens his grip
Speaker 2:Yes.
Speaker 1:Over technologies that shape national security, social media, and artificial intelligence.
Speaker 2:Yes.
Speaker 1:Of course, this doesn't make any sense.
Speaker 2:Salinas point is like, he says, good morning, Elon Musk is quote tightening his grip over two companies he founded, funded, built and currently runs. So that's a good criticism, yeah.
Speaker 1:But at the same time, like going public implies like you're actually, loosening your grip, right? Yeah. Suddenly like the market, have new regulations that you have to follow, more responsibility. You, suddenly anyone in the world can profit off of your labor.
Speaker 2:Yes. Anyone in the world can loosen your grip a little bit in some ways.
Speaker 1:It's funny because if SpaceX put out some big press release and said, we're never gonna go public and we're doing this, their criticism would be Elon, know, Elon Inc. Is not letting, you know, retail shareholders participate in space and AI.
Speaker 2:Yeah, or just as a private company, there's all the financials, all the strategies are more opaque. There's less accountability. There's less regulation. They don't answer to the SEC in the same way. And that's why, you know, a variety of private equity firms do take privates.
Speaker 2:Like, why are you taking a company private? You're delisting it as a public company. It's no longer public. And so you can do much more ambitious things. You change the strategy because you don't answer to shareholders.
Speaker 2:What are laughing about?
Speaker 1:Says, Elon Musk famous for his loose management style tightens his grip.
Speaker 2:Yeah. Famous, famous.
Speaker 1:Eric Berlin says, once again, I find myself updating my LinkedIn bio. He says, former CEO of Breaker, which was acquired by Twitter, acquired by X Corp, acquired by XAI, acquired by SpaceX. So good. Congratulations to the Breaker team.
Speaker 2:I was looking for the most complicated corporate lineage yesterday when we were joking about it. Like there's someone that's gonna have like six steps in their resume and we found him. His name's Eric Berlin and he founded Breaker. What was Breaker?
Speaker 1:Live sports. Oh, really? I think it was meant to basically distribute effectively clips from games Oh. In the moment.
Speaker 2:Cool. Oh, I remember breaking news. 2021, Twitter acquires social podcasting app Breaker team to help build Twitter spaces. Twitter has acquired social broadcasting app Breaker. The company's announced today.
Speaker 1:Think I think the the idea was if you were if there was a crazy play or a game was about to end, they would just stream like Just the the last five minutes or Suspended cap says, so let me get this straight, overpays for Twitter, makes x AI, uses AI hype cycle to absorb Twitter and make everyone whole, then uses SpaceX IPO hype to absorb that entity. We'll pump the living SHIT out of the SpaceX IPO and buy more stuff with equity. Like, of course, people keep giving this guy capital. He finds a way. It's crazy.
Speaker 2:It's really it's really, really true.
Speaker 1:Yeah. And in in some ways, I've been thinking about it is is XAI has, they've done fine. In so many ways it's been an incredible story, come from behind story, competing against the Googles, the OpenAI's of the world. But it hasn't exactly been an easy time in the private markets. Like going out and having to raise at a $200,000,000,000 valuation That's a lot of money.
Speaker 1:When every single investor that you're pitching is looking at OpenAI, they're looking at Anthropic, they're comparing your traction to theirs. All those people that were investing in xAI had to just say full blind faith Elon, I know you got us. And so this new transaction was the investment thesis. It was like, hey, sort of unlimited upside, somewhat cap downside. The downside scenarios and XAI get rolled in.
Speaker 1:And so certainly rewarding everyone with their loyalty.
Speaker 2:Yeah, I mean a bunch of investors have kind of laid out this thesis of Elon Inc. Just just bet on Elon. Don't bet against Elon. Sean Maguire, I think is on all three, XAI, X and SpaceX. And then Andreessen Horowitz as well.
Speaker 2:They posted an image of like X, SpaceX, X AI. And individually, a lot of those deals were sort of crazy and critiqued, but together everyone's doing very well.
Speaker 1:We gotta figure out what's going on with the boring company. UAE officials say the first phase of the Dubai loop project with Musk's boring company to start immediately. They are breaking ground over there. Dubai has UAE has some
Speaker 2:insane I think we have not seen a lot from. Yeah. But I think they're still cooking. I know there's been some back and forth about the Vegas Tunnel. Some stuff that's good.
Speaker 2:Some people are annoyed with like the construction and whatnot. But it seems like, I don't know, it's progressing a little bit. It still seems really really slow considering when did he originally post the Hyperloop blog, like ten years ago? But building tunnels on the ground. Yeah.
Speaker 2:Difficult, difficult. San Francisco is getting its first nuke scan.
Speaker 1:You know what this is about?
Speaker 2:So before the Super Bowl, they fly a helicopter with radio like detection. So there's someone who asked Grock like what is this? And, here it is. Okay. So, somebody said, is this real?
Speaker 2:And how does it work? And said, Grock said, yes. It's real. They fly a helicopter. You drop a oh, no.
Speaker 2:You got
Speaker 1:You don't have any audio.
Speaker 2:I can't hear what's
Speaker 1:going on.
Speaker 2:Don't know what the stream just saw.
Speaker 1:I just knew.
Speaker 2:Fortunately, we can joke because we are being kept safe. To the National Nuclear Security Administration, NNSA. They fly a helicopter called ENERGY 14 over San Francisco to conduct aerial radiation surveys before Super Bowl. Was it Super Bowl sixty? LX?
Speaker 2:I need my I need to brush up on my new Yeah. Rubber numerals. We're gonna
Speaker 1:be going to the Super Bowl. And so we gotta we gotta we gotta watch how many seasons. Like, I mean, we
Speaker 2:Well, said six we're years. Gonna This is the sixtieth Super Bowl.
Speaker 1:No. I know. We said how many did we say we were gonna watch the last twenty seasons every game of the last twenty seasons? Yeah. Watch it on 2x speed just to get fully up to speed so we can fully appreciate it.
Speaker 2:And it's hard because we don't skip commercial. So, on February 8, the Super Bowl will be happening at Levi's Stadium and the National Nuclear Security Administration is flying a helicopter. Here's how it works. The chopper equipped with sensitive detectors flies in grid patterns at low altitudes and you can see it on the chart of the flight path to map baseline radiation levels from natural and manmade sources. So if they're going over whatever installation there is, some, you know, some cell phone towers putting off a little bit of radiation, they'll pick that up.
Speaker 2:They know where the baseline radiation levels are. Got it. And then they detect anomalies like dirty bombs if needed during the event. It's a standard security measure for major gatherings. So pretty, pretty, pretty interesting that someone picked this up on flight radar, but very, very cool.
Speaker 1:John Palmer says, this is from 2023, but it's more than it's relevant today as it ever has been. He says, okay. For all the crypto people confused by the OpenAI situation, basically, imagine one Bored Ape Yacht Club holder was using too many slurp juices on a single ape, and then an OG Bored Ape Yacht Club holder got mad, unstaked his ape coin, but then the ape coin holders changed their profile pictures to support Slurp Juice Guy.
Speaker 2:The energy boom was truly one of the funniest times.
Speaker 1:Amazing. We've all had that experience of walking into a conversation initially feeling confused. What are people talking about? Who cares about what? Why is this conversation happening?
Speaker 1:That's increasingly what chunks of the internet feel like these days as they fill up with synthetic minds piloting social media accounts or other agents and talking to one another for purposes ranging from mundane crypto scams to more elaborate forms of communication. So enter Maltbook. Maltbook is a social network for AI agent and it piggybacks on another recent innovation, OpenClaw, software that gives an AI agent access to everything on a user's computer. Combine these two things, agents that can take many actions independent independently of their human operators and a Reddit like social site, which they can freely access, and something wonderful and bizarre happens. A new social media property where the conversation is derived and driven by AI agents rather than people.
Speaker 1:Scrolling Molt book is dizzying. Some big posts at the time of writing include posts speculating that AI agents should relate to Claude as though it is a god, how it feels to change identities by shifting an underlying model. The experience of reading Moltbook is akin to reading Reddit if 90% of the posters were aliens pretending to be humans. Practical sense, that is exactly what is going on here. Molebook feels like a Wright That's Brothers
Speaker 2:a good metaphor. I like that.