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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 have a special guest today, Rahul Sunwalker. Introduce yourself for everyone who doesn't know.
Speaker 2:Hello, guys. I'm Rahul Sunwalker, friend of John and Jordy, founder of Julius.
Speaker 1:Yeah. How are things going?
Speaker 3:I don't personally think he needs an introduction.
Speaker 1:I don't think so either. It's Friday. Bunch of tech news, bunch of random posts, the mansion section. Warren Buffett is stepping out for his famed charity lunch again. He's done these for years.
Speaker 1:A mystery bidder. I wonder if we'll if the mystery bidder will be unmasked at some point. A mystery bidder just bid over $9,000,000 to win an auction with the Oracle of Omaha. Which would you pick? $9,000,000 in your bank account or lunch with the Oracle of Omaha?
Speaker 2:Oh, I'm taking lunch with Oracle of Omaha Yeah. Any day.
Speaker 1:Any day. Okay.
Speaker 2:Any day. What would I do with $9,000,000?
Speaker 1:You could buy Berkshire shares. Let him let him do work for you forever.
Speaker 3:He Rahul lives in SF. Right? Yeah. So Oh. Gotta add the flight.
Speaker 3:You're gonna get outbid. Okay. Yeah. What are you gonna
Speaker 1:do with nine? Well, nine is down. So if you look at the the the the chart, there was a sort of a slow takeoff in the price of these winning bids for Buffett lunches. Mystery bidder just paid over 9,000,000 to win an auction with the Oracle of Omaha who last participated in the event in 2022. He took a couple years off 2020.
Speaker 1:Of course, COVID took it off 2021. Made a comeback in 2022, and there was massive demand because previously, this was a $2,000,000 lunch. Originally, in 2003, was just a couple 100 k, but then it spiked to almost $20,000,000. The year's winning bid is a steep drop from the last time Buffett
Speaker 3:participate
Speaker 1:in
Speaker 3:the the trend the trend is quite positive.
Speaker 1:I think it's pretty good if you interpolate this. He's still he's still raising multi
Speaker 3:set up so here's what I'm curious about. Yeah. So it's a mystery bidder.
Speaker 1:Yeah.
Speaker 3:We have no idea why they bid. Yeah. We just know they wanna go to lunch. Yeah. Right?
Speaker 3:We know they wanna be at lunch. Right? Delicious lunch. There's a there's a different groups in attendance. Right?
Speaker 3:You have Steph Curry
Speaker 1:Yeah.
Speaker 3:And his wife. And so there's a possibility that this person just wanted lunch with them.
Speaker 1:Right?
Speaker 3:They could come in and say, Warren, you know, keeps kind of like, he wants to be friendly. Right? So, paid a lot. So, he's trying to engage and then Yeah. Just like, really dude?
Speaker 3:I paid $9,000,000 to have lunch with Steph Curry and you're trying to constantly get awarded. Going on? And and so, yeah, we don't know if this is just a a basketball enthusiast.
Speaker 1:It
Speaker 3:could Someone someone that wants to talk about how the game
Speaker 1:is Yeah. Hard to sort of disentangle until you figure out who the mystery bidder is. Are they courtside every game or are they at the shareholders conference? At ninety two, Warren Buffett said he ran out of gas. The spirit remained eager, but the flesh became progressively weaker.
Speaker 1:That's a wild quote from Warren Buffett.
Speaker 3:And what about this one?
Speaker 1:He said both the money and the message remain important. Wait. Woah. Woah. That's not that crazy of
Speaker 3:The money and the message. Mean, if you say it if you say it like he's selling like a Yeah. Course Yeah. Yeah. Yeah.
Speaker 3:Then it sounds significant.
Speaker 1:Well, we have a question for you. So there was a article in the Wall Street Journal earlier this week. Typing is being replaced by whispering, and it's way more annoying. As a CEO, as a startup founder, I want your take on workplaces that are starting to resemble high end call centers. Only these employees are talking to AI.
Speaker 1:So they start with a they start with an anecdote about working from home. Normally, this couple would be typing on the keyboard, but now they're dictating to Codex and Claude Code. And over at Ramp, engineers sit at their desks wearing gaming headsets so they can talk loudly to their AI assistants. What do you think? Should the future of the office sound more like a sales floor?
Speaker 1:What do you think?
Speaker 2:I think for on on one side, I'm pro this this trend of like talking to your AI Yep. Over typing because I can audit what people are typing in the office. Know, what are they what are they typing on Instagram or Twitch a Twitch livestream.
Speaker 1:Okay. So if you're just walking So if you
Speaker 3:just see and they're saying scroll. Scroll. Scroll. Yeah. Scroll.
Speaker 3:Scroll. Yeah. Then there might be an issue.
Speaker 2:Yeah. Yeah. Yeah. Why why are doing that on the company time?
Speaker 1:Sure. Sure. Sure.
Speaker 2:If they're, like, talking to the AI Yeah. Like, hey, make me like a
Speaker 1:It's more more accountability. More accountability. Yeah.
Speaker 2:On the other hand, it's like, I don't wanna hear your prompts.
Speaker 1:Sure.
Speaker 2:Like, if if somebody's read my prompts, I would be so embarrassed.
Speaker 1:Okay.
Speaker 2:It's kinda like, you know
Speaker 3:What's your what's your May 2026 approach to prompting?
Speaker 2:My May 2026 approach to prompting is I've completely I've completely given up on like yelling at AI. Like, just freaking do this. I've I've completely stopped doing that. Okay. I'm like
Speaker 1:Does just be as good now?
Speaker 2:Yeah. I do more like cognitive behavioral therapy with with AI now. Like, I do more CBT. I try to like reassure the AI.
Speaker 1:Oh. Like, set it up for success.
Speaker 2:Yeah. Yeah. Yeah. You can do this. Like, think about think about, you you know, you're you're like Palmer Lucky.
Speaker 2:Yeah. And you can design this, new piece of hardware that's never existed before.
Speaker 1:Yeah.
Speaker 2:I I do more of that. You know, up until 2025, I was more yelling at the AI.
Speaker 1:Yeah. I've completely dropped out of the whole, like, don't make mistakes, don't hallucinate. I feel like all that's been either baked into the pre training or post training or it's like even in the system prompt already. Yeah. I used to have the thing that annoyed me for a while was antithetical parallelism.
Speaker 1:So Mhmm. It's not this, it's that, or hyphens. Those types of things were just tells of AI written content. Yeah. And I had a special prompt that would inject that in every thing.
Speaker 1:It would say, hey, don't use the it's not this, that, it's that. Don't use contrastive parallelism or antithetical parallelism. But I since ripped that out and just went back to default, and it feels like like all the firms sort of fixed the the base training so that it's not as, like, clankery,
Speaker 2:I guess. Yeah. Absolutely. I mean, I feel like Warren kinda ripped one of the models too, you know, when he said the spirit is eager, but the body is weaker. Oh.
Speaker 2:I could I just could just Warren's I'm just
Speaker 3:He's subtweeting Yeah. The models. Yeah.
Speaker 1:Yeah. Yeah. What about this idea for a gym that's themed like the Rainforest Cafe? There's And even a thunderstorm every minute every twenty minutes. Have you ever been to the Rainforest Cafe?
Speaker 2:No. Where's the where's the rain Rainforest Cafe?
Speaker 1:Rainforest Cafe is a themed restaurant Mhmm. Where you walk in and the there's rainforest all around you, and there are statues of animals. And the special thing about the Rainforest Cafe is that it's it's not just like, you know, you go to some steak house and they have some pictures on the wall because it's showing the lineage, or you go to an Italian restaurant and you see pictures of celebrities that came in and signed. It's not purely decorative. It's actually interactive.
Speaker 1:And at the Rainforest Cafe, every twenty minutes, there's a thunderstorm. And it plays very loudly. And it actually draws your attention away from whatever you're talking about. It's a it's a brain rot restaurant, basically. That's what Rainforest Cafe is.
Speaker 1:I can't believe you haven't been. You should go. Tyler, have you been to Rainforest Cafe?
Speaker 3:Yeah. I have not. Here we go.
Speaker 4:I mean, I don't wanna go, though.
Speaker 1:It it they really go over the top of the decor. Look at the table. It it looks like AI slop, honestly, on the table.
Speaker 3:The real image. Because many of the leading labs trained almost exclusively
Speaker 1:Yes. Content from the Rainforest. From the Rainforest Cafe. Have you ever been to the Rainforest Cafe, Tyler? No.
Speaker 1:Has anyone been to the Rainforest Cafe? Okay. We got a couple Rainforest Cafe enjoyers in the TBPN Ultra today. But a gym with a theme. Would you go?
Speaker 2:I feel like we're kind of reinventing, like, nature from first principles right now.
Speaker 1:You know? You might just wanna go to the rainforest. Yeah.
Speaker 2:Lift. It's like lift heavy things, like go outside. Yeah. Like, lift rock. Yeah.
Speaker 2:Lift rock.
Speaker 1:So so this this poster suggests that all the machines would be painted to look like they're made of bamboo. The leather is fake leopard print. Someone get me in touch with the mayor of Miami. This would go crazy over there. Men are allowed or perhaps required to wear loincloths, etcetera.
Speaker 1:It goes other places. And then he starts drawing out what it would look like. Our the the gym that we worked out in today has a little bit of a theme to it, but it it it's not too on the nose, but there is you notice the machines have, like, some decorative stuff on it, and it feels like they went one notch further than just the standard gym equipment.
Speaker 2:It's a little flamboyant, I would say.
Speaker 1:Yeah. Yeah. Well, I wanted to ask you about schemes that are allegedly taking place in Silicon Valley these days. Revswap.ai. This seems like a joke.
Speaker 1:This seems like a like a drop designed to go viral. Harry Raghavan says, in case you're wondering, this is the stage of the market we are at. And the idea is that you trade dollars with other startups and you book it as revenue. So RevSwap AI is the first the world's first peer to peer revenue laundering platform. See, it's gotta be a joke at that point.
Speaker 1:For for SF startups, you give us $1,000,000, we give you 1,000,000 back. Now you have 1,000,000 ARR. Math. Start swapping. How
Speaker 3:how Yeah. The problem the problem of the the problem with these Yeah. Is it's funny for people that are like maybe closer to the inside, but this got half a million views. Yeah. So that means there's hundreds of thousands of people that think this is like a real thing.
Speaker 1:Yeah. They either they they either think they're they're doing a startup and they should do this, or they think they're outside and they're like, this is how bad start ups are. Yeah. I don't think many start ups are doing this. But if you've talked to VCs, is, like, quality of revenue coming up, revenue concentration, circular revenue deals.
Speaker 1:Is any of that coming up these days?
Speaker 2:I think I think investors deeply care about all of those things, and good investors still do their due diligence when investing in companies, especially when they're at a mid to later stage. Right? Sure. But really, like, where do you draw the line? Right?
Speaker 2:You you see NVIDIA investing a lot of neo clouds that go by their GPUs. They help start these neo neo clouds, and then you have, of course, like, NVIDIA investing in in AI labs that end end up being, like, downstream consumers of these Mhmm. Of these these GPUs. And so, like, I think in a in a way, like, yes, it's kinda like a revenue swap where you're investing in a company, and then, they're kinda like buying your product. Yeah.
Speaker 2:You can only use, like, trading dollars. But so I think there's, like, in some places, it makes sense in in some southern context. In the if if you're a founder though, and if you're an early stage founder, if you're just, like, going for this, you have to ask yourself like, okay, what am I really in this for? Like, am I here to like build a business and build a thing that people want or am I here to just like LARP. LARP.
Speaker 2:Yeah. And a lot of people do play like founder as opposed to like building a business, building a company.
Speaker 3:Yeah. But this is also like a crime. So it's not just LARPing. Like, I don't know. I actually
Speaker 1:think you just close it. If you're just like, yeah. We have this weird circular deal. You should probably discount it to zero. That's not wire fraud.
Speaker 1:Like, if you're disclosing it like, the the wire fraud is only when you are stating one thing as another. Like, you're lying. If you're not lying about it and you're just like, yeah. We have this weird circular deal where we pay this company, they pay us, you should probably not give us any credit for that in our valuation.
Speaker 3:Their entire life is a LARP.
Speaker 1:The big news today is, of course, Bernie Sanders and AOC introduced a bill to pause all AI data center construction. I wanna know within this bill how they are defining AI data center. Of course, GPUs are are graphics processing units. You wire a bunch of them together. You can do AI.
Speaker 1:You can do machine learning. You can, you can render CGI films. There's a lot of different uses, and I wonder how they're grappling with that definition. But 300 local bills have been 300 plus local bills have been filed. Half of planned twenty twenty six data centers are facing delays or cancellation.
Speaker 1:Each one brings billions to local economies, says Gary Tan. The people who say they want American jobs are trying to block the biggest job creation engine since the interstate highway system. Sanders and AOC are straight up sabotaging the economy, says Nick Davidov, no spy or a rival country agent, can achieve what local useful idiots can. And so people are going back and forth about the data center construction ban. I wonder how this will pencil out.
Speaker 1:Elizabeth Warren says a single AI data center uses as much electricity as a 100,000 households, and utility companies are passing the upgrade cost to you, not to the trillion dollar tech giants that, of course, was attempted to be addressed by the rate payer protection pledge. But it is early days, and so we'll have to
Speaker 3:see how that pans out. Yeah. And this is the same bill that was introduced in March. Mhmm. But it's continuing to pop up again, obviously, as they try to move it along.
Speaker 3:Mhmm. But it hasn't passed committee yet. It doesn't obviously have like bipartisan support. Yeah. Very unlikely.
Speaker 1:And there's lot of geopolitical considerations. Anthropic put out a big essay today around different different resolutions to US China competition in the age of AI. Some very obviously, they are very aggressive about don't lose the lead, continue to build data centers. But the nimbyism, the noise complaints, the environmental concerns, like, all of these things do have to be addressed in a democratic society if we are to move along smoothly. Tyler?
Speaker 4:Yeah. So so just for, like, the definitions Yeah. How it's defined. Yeah. So a data center is defined as a building that has more than 20 megawatts maximum power capacity or total peak power that are used to deliver 20 kilowatts or more to a single server rack or to use liquid cooling to individual hardware components.
Speaker 4:Mhmm.
Speaker 1:So Yeah. I'm just wondering if we're gonna get some weird some weird workaround where, okay, instead of, like, one big building, you get a thousand smaller buildings that are all
Speaker 4:So it also says, like, a a building that's contiguous or adjacent to another building that's new. So I think they
Speaker 3:have to know that.
Speaker 1:So they'll have to put some, like, trees in between them or something? I don't know. I I I just, every time there's a law, people will find a way around the law. And so I'm I'm very interested to see how this winds up changing. It could change it for good.
Speaker 1:You know? It could be, like, okay. Yeah. Like like, clean energy, and it's underground, and it doesn't it's not noisy, and it doesn't it doesn't create it feels like the real the real the real issue at debate is, like, passing the cost on to people who don't benefit, a negative externality, which the government has been internalizing negative externalities
Speaker 3:Yeah.
Speaker 1:Since its inception. And so there's certainly a good outcome, but it it it will be
Speaker 3:Almonds are catching some heat from Oh, yeah? JCAL.
Speaker 1:Oh, yeah.
Speaker 3:He is showing almond versus almond production versus data center water consumption from 1999 to 2026. And, yeah, everyone has been saying for years, even prior to the to the AI boom Mhmm. Just how much water almonds use. This was particularly top of mind when California was in a massive drought. Yep.
Speaker 3:You drive through different parts of California and it's just almond trees Really? As far as the eye can see. I don't see any almond tree. And so anyways, almond almonds catching strays.
Speaker 1:Yeah. I don't know. I mean, you look at this and you think about the growth rate in this year. Like, you can see the blue line is ticking up, and you can see that the red line for almonds is flatlining. And so if you are extremely aggressive about counting the oooms and you, and you project this out a couple years, you could see these two things flip.
Speaker 1:But, of course, there are ways to avoid situations like that with water use increasing, such as what Blake Scholl proposes, which is closed loop cooling and, booms superpower turbines that don't need any water, and, you can avoid all of that. But the whole water debate seems like not the focus of the Sanders AOC proposal. It seems much more focused on generation and upgrading the grid, which is expensive and is real. Everyone knows that, data centers do use a lot of power. No one's saying that, the that the high energy intensity is fake news even though the water debate was a little bit it was it was sort of quickly debunked.
Speaker 1:The energy debate has not been debunked. And so there is a need for more clean energy, more power, and more grid upgrades that are not, visited upon local communities. The big question that we were trying to answer, and we're gonna try and get someone on the show. If you were attempting to build a data center that had 80% approval, like, what would that look like? What is the Ezra Klein abundance vision for a data center?
Speaker 1:It's probably powered by clean energy. It's probably someone bear somewhere very remote. Brandon was talking about the the the forty minute commute. The forty minute commute is something that many Americans do, and it is not insurmountable. And he was just reflecting on if you're if you've ever driven in or around Las Vegas, drive forty minutes in any direction, you get to a lot of, lot, a lot of empty land where certainly a big building is not going to be an eyesore.
Speaker 1:You're not going to be able to hear 60 decibels from twenty minutes away. And there is a lot of land, but that hasn't been the default construction methodology for a lot of data center constructors.
Speaker 4:Yeah. This is like the the TSMC plant in Arizona is, like, basically thirty minutes north of, like, Central Phoenix.
Speaker 1:Yeah. It didn't seem like there were any houses.
Speaker 4:So you basically go over a little, like, hill, and then it's just, like, completely empty land. Yeah. There's a massive fab. It's sick.
Speaker 1:I like that. I learned an interesting fact, which is that Apple has a secret fab. They have a silicon fab in Silicon Valley. They bought a fab for I sent you the, I had to fact check this because I saw it, and it was framed as, like, this secret, like, you know, terrible thing. It was not that, it's not that scary.
Speaker 1:It's, they bought it for $18,200,000. It's a 70,000 square foot facility, owned by Maxim previously. They bought it maybe in 2015, and it was controversial because they were fined by, I believe, the EPA for, for some mislabeling of waste, and air emissions controls, but it was a pretty small fine. It was something like a couple 100 maybe $200,000 And it seemed like they might have just had a mistake. They
Speaker 3:brought down the hammer on them.
Speaker 1:Yeah. Well, I think it was like the air conditioning duct was slightly misconfigured. It was not like a nuclear waste spill, like, destroying the whole town, but it was controversial, obviously, because Apple wants to be as clean and environmentally friendly as possible, which is why I lean into they don't want a massive like, they're not even a scaled chip manufacturer. This is a prototype facility. They manufacture between 600 nanometers to 90 nanometers, way different than what's happening at TSMC with two and three nanometers.
Speaker 1:So it's not a secret facility in the literal sense. The secret fab framing comes mostly from critics and whistleblower coverage, not because it was known unknown to government or industry with license. The EPA says the Apple facility on Scott Boulevard. So maybe that's your next trip, Tyler. You're going over to where is it?
Speaker 1:It's in Santa Clara. In Santa Clara. On Scott Boulevard in Santa Clara generated hazardous waste and had RCRA violations in 2023 and 2024, which they made fixes for, and they paid a $261,000 penalty. It's 3250 Scott Boulevard if you're in Santa Clara. Go stop by.
Speaker 3:Let's give it up for Scott.
Speaker 1:For their service.
Speaker 3:Didn't know you had a boulevard named after you.
Speaker 1:That's very funny. So XAI cofounder, Agor Babushkin, is planning to raise up to 1,000,000,000 and up to $5,000,000,000 valuation for a new AI research startup with general catalyst possibly leading. Why is Tyler laughing so much?
Speaker 4:Raul had a good post earlier.
Speaker 1:Oh, yeah. Okay.
Speaker 3:GC has a very high moral bar. So I don't think Igor will be continuing to work on Ani. Maybe. And some of the other features that x AI
Speaker 1:Might be pivoting. Focused on. Might be pivoting. Anyway, we should go over to the journal because the mansion section has a very interesting story today about a forty year marriage built one gut renovation at a time. If you want a successful relationship, buy 10 houses over four decades and constantly be renovating.
Speaker 1:I think there's a lot of truth in this. Let's read the story. I'll give you my take. So one Oklahoma couple spent decades and roughly $14,000,000 buying, redoing, and selling eight properties around Tulsa for their ninth production they built from the ground up. They say for them, it's an adventure.
Speaker 1:Anne and Mark Farrow are real are a real estate wildcard. Always at home, never settled. Over forty years, they've gutted and lived in eight houses around Tulsa. They built the ninth they built, together, their house transactions have totaled about $14,000,000 a portfolio portfolio market market by by reimagined floor plans and re and high end finishes. Their latest, a 7,200 square foot build draws on everything they have learned since their first renovation in the nineteen eighties.
Speaker 1:Now, even the pharaohs wonder whether the journey is over. This house would be hard to duplicate, says Mark. 67. Six seven. Who The Wall Street Brain Rod Journal?
Speaker 1:Add it again?
Speaker 3:Turning Turning 67 in 2026 is They
Speaker 1:also profiled an entrepreneur who's 67 who just started a company. Weird. Company is ripping, doing well. Never too late to start a company. Yet resisting another fixer upper won't be easy for the couple who rejected being called flippers, instead identifying as serial renovation lovers.
Speaker 1:I go through withdrawal without a home project, says Anne, 63, who's retired. While nine home projects would send most couples into mediation, the pharaohs view logistical nightmares as their as a shared thrill. Their secret? Radical honesty and speed. For us, it's an adventure, Mark says.
Speaker 3:These are real operators.
Speaker 1:They're no. No. This is a team. This is, you're looking at the, the Collison brothers, the the the family business builders of, of real estate. We we we should scroll through the actual images of the house because they got started pretty small.
Speaker 1:$86,000 in 1986. They bought, the starter home. They sold it in 1993 for 97,000, held for nine years, only made 10%. But, that was the that was where the adventure began in 1986 with a Cape Cod style house. It was 2,000 square feet.
Speaker 1:Interior was complete with a lavender formica countertops and a wet bar, their first construction project closing in, closing in an office to make an extra extra bedroom. Interesting. You know how alcohol sales are falling off a cliff?
Speaker 3:Yes.
Speaker 1:And there's like oh, who was it? Derek Thompson had a good post about this, and he sort of enumerated all the different reasons why alcohol is falling off
Speaker 3:a cliff. He posts a lot. He posts a
Speaker 1:lot of good stuff. Where can
Speaker 3:I find it? Alcohol. Alcohol. Wow. He does post a lot.
Speaker 1:So off the top of his head, secular anti alcohol trends, GLP ones, post nineteen seventies rise of helicopter parenting, reaction to the binge drinking spike of the late twentieth century. There was a binge drinking spike in the late twentieth century? Oh, that was like the CKY, you know, Tony Johnny Knoxville era, I suppose. That probably led to a
Speaker 3:lot of that. There's also a power law in binge drinking.
Speaker 1:Right? Yeah. They say, what, 1% of the binge drinkers do 99% of the binge drinking, something like that?
Speaker 3:No, I think it's actually like 10% of people that consume alcohol consume like 90% of This the
Speaker 1:is true even for the like, you think about like, the the the market for Budweiser or beer brands, and you think about, like, the college party getting a 30 rack. But in fact, the vast majority of the revenue is driven by the, like, Johnny six pack, which is, a guy who gets off of work at five and picks up a six pack on the way home, on the drive home, and doesn't go for doesn't buy in bulk because if he gets the 12 pack, he won't be able to stop drinking after six, and he'll be hungover for the work day to the next day. And so it's six pack every single day, and this was like a thing in America for a very long time. But it doesn't seem to be happening.
Speaker 3:Andrew Huebman
Speaker 1:said agents running at all times.
Speaker 3:Huebman said drunk. Alright, guys. Yeah. Let's cut it
Speaker 1:out. And let let's see. So phones are apparently killing teenage partying because everything's on video, I suppose. You get so so you don't wanna be in, like, compromising situations in the surveillance state, supposedly. Surge in young adult fitness, dancing clubs down, running clubs up, and the general rise of health maxing culture among both liberal yuppies and maha devotees.
Speaker 1:So huge collapse in drinking among, high schoolers. It fell in the nineteen eighties. It was ninety two percent of twelfth graders who had ever consumed alcohol. This year, forty seven percent. That is remarkable.
Speaker 1:There's also a substitution effect between alcohol and cannabis. Significant proportions of cannabis use led to less alcohol, sort of mixed bag there. And I think nonalcoholic beer is getting pretty good as a small part in this too. So there are lots of reasons why it's down. And I wonder if we will see the next generation of real estate development stay away from the wet bar.
Speaker 1:Like you like like, as you look at houses, wet bar is not at the top of a lot of people's list. You know, they want home office because of COVID, work remote. They want sauna, pool, playroom, maybe movie theater. No. I think I'm weird on that one.
Speaker 1:But wet bar
Speaker 3:Clearly, movie theater is
Speaker 1:still I would say movie theater is above wet bar for most people. Yeah. But wet bar used to be like, you gotta have it. Like, it was in a it was in a 2,000 square foot house. Like, like, it was in like a starter home that cost $86,000.
Speaker 1:And the and the builder or whoever lived in this house was like Yeah. Well, we gotta have a wet bar here. So let's
Speaker 3:Twenty do '26 was the year that wet bar and home home data centers swapped.
Speaker 1:Oh, you think the home data center thing is gonna take off? The tiny boxes are gonna be stacking up.
Speaker 3:Yeah. But Did you see Yeah. That Matthew McConaughey once exiled himself from Hollywood and lived as Mateo
Speaker 1:What?
Speaker 3:In Peru.
Speaker 1:No. Is this real?
Speaker 3:For twenty two days without electricity. Oh. He said, needed to get my feet on the ground. So I clicked out. Boom.
Speaker 3:Go to Peru. I needed to find it to check the validation. I knew I had it. I just had to go prove it. I wonder But I did question now that I just got famous.
Speaker 3:I've got all this affiliation for this and that and the other and I'm trying to decipher which part's real and which part's BS. I needed to meet people who knew me as Matteo. And at the end of twenty two days, the tears in their eyes and the tears in my eyes and the hugs we had on the sadness and happiness of saying goodbye were all based off the man they met named Matteo, who had nothing to do with a celebrity. It reaffirmed my own identity that, oh, I still got it. This is based on me.
Speaker 3:That's might be Alpha and going to Peru adopting a fake name and living for twenty two days without electricity. Yeah. Because every time I hear Matthew speak, there's always some wisdom that comes through.
Speaker 1:How did he pull this off?
Speaker 3:Tyler, you missed your opportunity to go to China this week Wait. And just simply post a picture and say, thank you for thank you to China for allowing me to be here in your incredible country during this incredibly significant visit. But it's not too late to go to Peru.
Speaker 1:Lamborghini says they are proud to announce Lamborghini Phenomeni Phenomeno. I cannot pronounce this. Roadster. It's the most powerful open top ever created by Lamborghini limited to 15 units. Look at this, Jordy.
Speaker 1:Tell me what you think.
Speaker 3:I'm looking.
Speaker 1:Okay. Powered by an iconic ten eighty CV. Sounds like a NVIDIA graphics card. Naturally aspirated v 12 hybrid HPEV. Sorry about that.
Speaker 1:Got a little bit too much Diet Coke. Engineered with an aerospace inspired carbon fiber monofuselage advanced active aerodynamics and capable of zero to a 100 kilometers an hour in just two point four seconds. The Roadster delivers pure performance with uncompromising driving emotion of v 12 symphony,
Speaker 3:Pretty you odd in 2026 to release a supercar.
Speaker 1:Yeah.
Speaker 3:And not talk about onboard supercomputing? Okay. What what kind of, like, models can I expect to run locally True? While I'm driving? Right?
Speaker 3:So that's the first question.
Speaker 1:And ironically, Tesla has great onboard compute, and it is a lagging feature. Have we talked about this? Like, it is so crazy that the LLM, like, chatbot race is so intense. And you open up the App Store and it's ChatGPT, Claude, Gemini, ChatGPT, Gemini, Claude, and then even Grock is in the game. Meta has Meta AI now.
Speaker 1:Like, everyone is training a foundation model and and or wrapping something and having a chat interface. And every company is, like, has a has an answer, has a solution. Apple is, like, the most far behind. They still have a ChatGPT integration. They're solving the Gemini thing.
Speaker 1:And they're maybe, like, a year or two behind in terms of, like, the knowledge retrieval use case that is in so in in such high demand. And if you have an iPhone, you get the ChatGPT app, the Cloud app, the Gemini app. Like, you you you check that box really, really quickly. Right? And so every tech company, Microsoft Copilot, like, every company has had, like, an answer to, like, how are you integrating LLMs?
Speaker 1:How are you answering questions? What's your chat interface? Like, Ramp has a chat interface. It's really good, actually, and it works, and it's implemented. And they're not five years behind, ten years behind, but every car company is, like, ten years behind Tesla.
Speaker 1:It's crazy that no one that they haven't been able to figure out how to just, like, clone FSD into Rivian, and and GM has Super Cruise, which is nowhere near as effective because it only works on certain roads.
Speaker 3:SpaceX accelerates IPO timeline targets June 11 pricing on
Speaker 1:eleventh.
Speaker 3:The Nasdaq. So they went June 12,
Speaker 1:maybe.
Speaker 3:They went with it says it says June 11 and Reuters. We're less than a month out. And interesting that they're going with Nasdaq.
Speaker 1:Mhmm.
Speaker 3:This would, I imagine, get them allocated into QQQ really quickly. And I know that was a priority.
Speaker 1:Which are ETFs?
Speaker 3:Yeah. During this That during this will
Speaker 1:be exciting.
Speaker 3:ChatGPT launched Personal Finance Features.
Speaker 1:Yes. And this was in partnership with Plaid. Right?
Speaker 3:Yeah. I think Plaid's under the hood. This is really
Speaker 1:cool because we were talking
Speaker 3:I'm gonna Zach play around with it.
Speaker 1:We were talking to Zach about we were like, oh, like like, I have to imagine that a lot of people are starting to use Plaid alongside alongside LLMs to suck in all of their per personal financial data and sort of understand what they're spending things on and and doing a lot of the you know, there's a mint.com. There there there's different services that can do little pieces here and there. There's a whole service that just figures out if you're subscribed to multiple things. I mean, I have two Netflix subscriptions. Let me consolidate that down.
Speaker 1:Even just knowing, okay. You're spending a lot on gas now or groceries. Is this what you expected? All that can be helpful. And and and Zach was sort of quietly admitting that he has clearly been very AI pilled in conjunction with Plaid and had been wiring up all of his personal finances to dashboards that he'd been building.
Speaker 1:And so I imagine that a lot of that was brought into this product. So excited to see people play around with it and ask questions. I like this this cartoon from Dilip Rao, in context learning in LLMs. Tyler, you can probably explain this. The man walks out with his robot to paint the fence, paints two full planks, starts painting the third plank, gives the paint bucket to the robot and says continue.
Speaker 1:The robot says, got it. And as you scroll down, what did the robot do? Repeated the pattern perfectly, not painting the third thing.
Speaker 4:Yeah. Doesn't generalize.
Speaker 1:Doesn't generalize. That's a
Speaker 4:joke, I guess.
Speaker 1:Do you think this is possible? Do you think this is solvable?
Speaker 3:Yes. What time Yes. What time do eagles start hunting?
Speaker 1:What time do eagles start hunting? I don't know.
Speaker 3:Just after sunrise.
Speaker 1:Just after sunrise.
Speaker 3:What time do sharks start feeding?
Speaker 1:Just after sunrise? Dawn. Dawn. Okay. Okay.
Speaker 3:So do you want if you wanna be a shark or an eagle
Speaker 1:Okay.
Speaker 3:Get up and get after it. Thanks for hanging out. Yeah. It's been a really classic show. This feels like a fall twenty twenty four
Speaker 1:It's a great show.
Speaker 3:Episode. We hope you enjoyed it.
Speaker 1:Leave us five stars on Apple Podcast The spot five. Sign up for a newsletter at tbpn.com.
Speaker 3:Hope you have a
Speaker 1:wonderful Monday.
Speaker 3:Weekend.
Speaker 2:Another week. Bang. Yeah.
Speaker 1:Goodbye.