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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 both in suits today.
Speaker 2:I like it. It looks good.
Speaker 1:Some people So they can't tell us apart. Is that what you're saying?
Speaker 2:That.
Speaker 1:Oh, okay. Anyway.
Speaker 2:But people have been saying I need something like a swear jar. Okay. When I don't wear a suit.
Speaker 1:Oh, okay. I'd
Speaker 2:like So so, yeah. Yeah. Something something to consider. It it should probably be a pretty big jar.
Speaker 1:$20 to the OpenAI nonprofit. That's what you gotta do. No. We were in UnHerd. We I mean, we can pull up the full the full post later in the show, but it was funny.
Speaker 1:I mean, it's a good good analysis of, you know, what we've taken from ESPN, what works about live streaming. This is from Alice Key. My latest for UnHerd is on why tech shows like TBPN are rerunning the sports media playbook invented by ESPN and why it's working. They're hard to tell apart in their matching suits and floppy haircuts. I don't know if that's good or bad, but we don't always have matching suits.
Speaker 1:Usually, Jordy's the casual one. But yesterday, were both casual. Today, we're both in suits.
Speaker 2:We do we do still get the brother thing a lot.
Speaker 1:But, yeah, I think it's a term of endearment. I think it's positive. Anyway, we have to react to Google IO. Of course, there's a whole bunch of announcements, some really exciting stuff, some stuff that people are having mixed reactions to. We'll take you through it all.
Speaker 1:But first, we need to watch this video about humanoid robot. Ramp? Why is ramp?
Speaker 2:No. I'm kidding.
Speaker 1:No. I'm crying. Watch this video.
Speaker 2:Let's get some
Speaker 1:You gotta go to the beginning. You're spoiling it. You gotta go to the beginning. Doing pretty well. Moving pretty quickly.
Speaker 1:Little bit of a oh, catches itself. Catches itself. Not bad. Not bad. Okay.
Speaker 1:Seems like a full recovery. Seems like you're ready to go. The one.
Speaker 2:I'm liking it.
Speaker 1:Yeah. And then Not good. And then I I wonder what it's thinking because you would think that there would
Speaker 2:be some program music. They gotta cut the music. Don't let the music keep playing while your your boy's down.
Speaker 1:It just gets carried off like this. So crazy. Just carried off like this. Anyway, singularity Yeah.
Speaker 2:It is it's possible that the robot died from embarrassment.
Speaker 1:Yeah. Or maybe it was damaged. It's possible. Like, as it as it hit the ground, it was just actually taken out. Anyway, Google IO.
Speaker 1:Bunch of different announcements. Brandon Grell on our team posted on the TBPN newsletter some reactions, sort of bucketed it into four key areas. Intelligent eyewear, this is an interesting one. I want to go into this. Gemini Omni, we talked about the videos.
Speaker 1:We played a little bit of that yesterday. Upgrades to Gemini LLMs, those have been mixed reactions from developers. We'll go through that. And then Anti Gravity, which is an interesting place with an interesting history. So let's start with Intelligent Eyewear.
Speaker 1:If you had to pick, Warby Parker, Gentle Monster. Have you heard of Gentle Monster before? I've heard of Warby Parker. I know the story. I I'm a fan
Speaker 2:Heard of it.
Speaker 1:Of the business story.
Speaker 2:I'm super familiar.
Speaker 1:I I haven't worn glasses in a very long time, so I'm not really in the market. But the Warby Parkers, I've always I've always enjoyed the way they thought about the brand, and I've also been impressed by the way they built that business. They were early to the d two c boom, and then didn't some of the founders move over to Harry's? Is that the same team? Or is that a different Maybe.
Speaker 1:I'm thinking of?
Speaker 2:They were certainly when I when I think of D2C, I think of Warby. Yeah. I think of Allbirds. Yeah. I think of Everlane.
Speaker 1:Yes. But when you think of the last two out of those three, the market caps are sub 100,000,000. Allbirds was trading at, what, 20,000,000 or something and then spiked because of the AI thing. But Allbirds, Everlane, not really sustainable businesses. Warwick Parker, on the other hand, current market Allbirds fabs
Speaker 2:has Cooking pretty much at
Speaker 1:3 and a
Speaker 2:half billion. Allbirds has pretty much been down only. Down only. Since the pump, the AI pump. On there.
Speaker 2:Neo Cloud, no surprises there.
Speaker 1:Well, have they given us an update on how they are rolling out Kubernetes? How it's going, building their Neo Cloud? Did they get allocation? Are they racking Cerebras? Are they racking GB 2 hundreds?
Speaker 1:What are they racking? And how fast are they getting power?
Speaker 2:Would be How fast would they be Jensen ends up having to talk about Allbirds on their earnings call today. There's a new
Speaker 1:Didn't they also fully rebrand the name? It was going to be like Bird AI or All AI? Like, they
Speaker 2:they were moving All Birds still exists. Okay. But they basically kept the public Mhmm. Entity. Yeah.
Speaker 2:And that's what they're building, the Neo Cloud there. So Fun. Well Lots of fun.
Speaker 1:Warby Parker, resilient. I mean, in 2021, it was a $6,000,000,000 company. Now, it's a $3,000,000,000 company. Not the best scenario, but surprisingly resilient, I think, in a time when a lot of people wrote off a lot of the stand alone direct to consumers, like either get rolled into a bigger company or go or like face the fate of the public markets. But Warby Parker has a deal with Google and Samsung.
Speaker 1:Google says, we're partnering with Samsung, Gentle Monster, and Warby Parker on new intelligent eyewear. Here's a sneak peek at two designs from this fall's upcoming collections. And people are this is I like futurinomics from Sam. Kind of crazy that you can wear your favorite MAG seven on your face now. You can.
Speaker 1:The Gentle Monster one does a really good job of hiding the camera. I imagine that it will have a light to tell you if it's recording, but if someone wore these from a distance also, Meta Ray Bans have done the hard work of becoming the first face computer. So when you see Ray Bans and they're a little thick, you start immediately thinking, oh, should I be looking for a camera lens? Am I being recorded? But the Gentle Monster design, that silhouette, doesn't scream technology.
Speaker 1:It doesn't scream wearable face camera. And so these are gonna be a little bit more stealthy. Warby Parkers look nice. But the camera bump Yeah. On
Speaker 2:you've seen it on the Warby Parker You know, it makes a lot of sense that that that Google's and the metas have to go and partner on different silhouettes. Yeah. My expectation, my uninformed expectation is that Apple will just make Apple glasses. Right? They will probably I I it's hard to see them taking the route at least early on of partnering and allowing another company to influence the design language.
Speaker 2:But it makes a lot of sense that that Meta would partner with Luxottica.
Speaker 1:Okay. Firstly, look look at the camera bump on this. If you zoom in as far as you can, I don't know if we can zoom in any further, but the the camera is actually not flush with the frames? It's actually protruding a little bit. Yeah.
Speaker 1:You can see it right there. Interesting design choice. I wonder how that will catch the light, how that will reflect in in the real world. But this is all from a joke from Abdu. Says, okay, so Apple has Carl Zeiss, Meta has Ray Bans and Oakley.
Speaker 1:Google has Gentle Monster and Warby Parker. Boring. Which company is going to be bold enough to slap wearable technology into some three ms safety glasses? Would you rock these, Jordy? Three ms safety glasses?
Speaker 1:Know what I'm talking about, right? You're working with a buzz saw?
Speaker 2:I do know.
Speaker 1:Dust in your eyes?
Speaker 2:But these these look cool. These are sporty. I'm much more likely to just commit to the bit.
Speaker 1:Just go full clank a full cyberpunk.
Speaker 2:Full clank.
Speaker 1:Full yeah. Full you you'd clank out. Full cyberpunk. I think that's I think that might be the move. I don't know.
Speaker 1:For some company, a challenger company could potentially do that, maybe friend or something. Anyway, what else? So Warby Parker traded down on the news, which Sheila Monat was surprised by. Why is Warby Parker down 14%? They announced a partnership at Google IO that's been in the works for a while.
Speaker 1:Is it because they aren't available yet? And our friend, Rat King, Mike Isaac says, Okay, Google AI glasses with Warby Parker are officially coming for Meta Ray Ban. Google also said it would bring Gemini two glasses this fall with Samsung Electronics and the eyewear companies, Warby Parker and Gentle Monster. The glasses, which work similarly to Meta Ray Ban smart glasses, come with a camera, microphone
Speaker 2:Yeah, at what point does Google just buy Warby Parker? It's a $3,000,000,000 company. It's actually done quite well over the last six months. It's up 43% in the last six months, although it's been almost flat this year. I would say I expect that smart glasses are going to have product market fit among people that need to wear glasses first.
Speaker 2:Right? Mhmm. If you already have to wear glasses all day long for your vision, why not throw some smart features in there? It's gonna be harder to get someone that doesn't need glasses to add a new device to their rotation. Right?
Speaker 2:Yeah. And so, you know, Warby Parker's, you know, done quite well and has been surprisingly resilient. But they have, you know, incredible distribution. And I wouldn't be surprised if they get sniped
Speaker 1:I some mean, deeper integration into a traditional, I don't know, like workflow. Like, lot of the Google IO, we'll get into this, but was talking about Spark, the personal AI assistant. When I think
Speaker 2:It's about Spark. It's an AI.
Speaker 1:I know. Know.
Speaker 2:I Oh, just look at Omni.
Speaker 1:Yeah. There there's a lot of names. It's Google. There's a lot of products. You're referring to, of course, Nathan Clark's post.
Speaker 1:It's it's in Gemini. Just created an AI studio. Oh, it's for your personal Google account. For Workspace, you need Gemini Business. No.
Speaker 1:Not Gemini Advanced. That's AI Pro now, unless you need AI Ultra. Oh, agents? You do that in Spark, actually. No.
Speaker 1:Not Gemini API manages it. And it's the typical meme. The the interesting thing is that I I do think meta Ray Bans, like, it was always like, okay, you have a deep integration with WhatsApp. You have a deep integration with Instagram DMs, maybe Facebook Messenger. Some people are still using that.
Speaker 1:But in terms of, like, wiring into your life, there are way more people that see Google Docs, Gmail as like the central node in their personal life. Like peep like people think of like my all the stuff I have saved on the desktop of my MacBook is, like, my core repository. A lot of people think, okay, for the important stuff, I'll put it in Google Docs or Google Drive, and then most things flow through Gmail. Most things flow through iMessage. There are some people that just are like, Yeah, WhatsApp is the number one screen time for me.
Speaker 1:That's where I really organize things. But Meta doesn't really have this knock on effect of like, Oh, yes, you're it's not necessarily an enterprise level productivity suite, but there are people who are like, Yeah, I'm using Apple Mail, iMessage. I save my files in Apple files. Apple you know, the cloud storage I use. My camera roll is super important.
Speaker 1:So an AI agent running through the Apple ecosystem can be valuable, and an AI agent running through the Google ecosystem can be valuable. The Meta smart glasses, it's a little bit trickier to go and do anything because you're just of bumping up against the walled gardens, right? Yeah. But investor Nick doesn't like them for aesthetic reasons. He says, these Google X Warby Parker glasses are horrific looking compared to these Meta Ray Bans.
Speaker 1:Someone is probably gonna lose their job over this. I don't know that they look that much worse. I don't know. Ray Bans are a very iconic silhouette and they do look good. So we'll see.
Speaker 1:We'll see how the response goes. Think from a product perspective, there's obviously fertile ground. On the flip side, the Wayfarer is just such an iconic. It's more iconic than anything Warby Parker has produced and that's just sort of the reality of brand building over a decade versus a century or something that, however long Ray Ban's been around. Long time.
Speaker 1:Anyway, Genie three. You can now simulate real places by grounding Genie three experiences with Street View imagery. Google is sitting on mother load of real world data. I was always thinking YouTube was going to be so valuable for Omni and v o three, v o four maybe in the future. I hadn't considered Street View as a trove of data.
Speaker 1:Demis seems very data pilled. He seems a lot of the Mag7 CEOs seem very data pilled. There's that story about Mark Zuckerberg screen recording or logging all the computer use from all the Meta employees. These important troves of data are increasing in value and Street View certainly seems like it's one of them. This is cool.
Speaker 1:I wonder how interactive this will be, how how this actually instantiates into a game. It's a great demo. What does it take to
Speaker 2:build games on top of this?
Speaker 1:Yeah. I just think about I don't know. I I mean, Dennis has a background in games and he was sort of alluding to the fact that he might go back into games at some point or or at least be able to like scratch that itch again. Famously, he wrote a programmatic code to generate vomit in a roller coaster simulator. Very fun story.
Speaker 1:But again, when I think about Roller Coaster Tycoon, was not I think I don't think he was actually working on that game. Was a similar theme park simulator. But we are moving back into the simulator world. But the mechanic is what is so enticing to gamers often. When I think about the games that I've spent a long time with, some of them have incredible graphics, AAA graphics.
Speaker 1:Some of them have two d graphics. But the mechanic is great. And so that is what gets me to
Speaker 2:the The legend Bobby Chipman in the X Chat says, can't wait for smart glasses to fully replace my monitors.
Speaker 1:Yeah. Maybe you'll need augmented reality or something. Band display, certainly going that direction. Orion. I've I've been surprised.
Speaker 1:Wasn't the first episode we ever did we were talking about Orion and they still haven't shipped it? Right? I mean, they shipped a smaller version, the Metaray Band displays, have Yeah. Sort of the the Call of Duty HUD. It's not full augmented reality.
Speaker 1:Was expecting expecting we we we've demoed the Orion headset. And it and in it has a bit of a narrow field of view, but it really can put a screen right in front of you. And I I assumed that, you know, everyone was saying it's really expensive. It's clunky. It's not ready for prime time.
Speaker 1:But, you know, look at how fast things are going. In a year, maybe two, we'll get it. And maybe that's coming at the next Meta Connect. Maybe this summer, we'll see it. But haven't been that many rumbles on it.
Speaker 1:And then obviously the massive pitch shift to AI CapEx might have taken a backseat. I don't know. I'm certainly hopeful. I like AR and VR. I think I think we're we're we're overdue for a new fun product.
Speaker 1:I'm still waiting for the next Apple Vision Pro. Apple Vision Air, something just lighter. That's all I want. Cheaper maybe, but lighter and same screen. Screen was great.
Speaker 1:Anyway We
Speaker 2:know, John.
Speaker 1:Gemini Flash 3.5. Looks pretty neat according to Tenebris and extremely fast, but still largely the sort of incremental progress we've come to expect from Google. Generally a pretty disappointing IO. Now, what's interesting is that Gemini three felt like a new base pre trained, felt like it had some of that big model smell, felt like it was, you know, really delightful to talk to. And I think a lot of people were expecting Gemini four here.
Speaker 1:We're still waiting for the next iteration here. And also Yeah.
Speaker 2:We're still waiting for Pro.
Speaker 1:Yeah. Pro isn't out. But people are speculating that that 3.5 Pro won't necessarily be a new pre trained. And so it seems like it's a there's a little bit of research being at odds with the product cadence. Like, Google IO is scheduled probably like two years in advance.
Speaker 1:And whether or not the training run finishes on time is a little bit harder to package up and nail on a specific time. We see this with the independent labs or the OpenAI, Anthropic, the other labs, xAI. Like they're launching models very much like when they're done, and then they will like instantiate like something that looks like a conference around it or maybe a video or a blog post, a model card. But if you're grinding towards a specific date and the specific model isn't quite ready, you come out with something that looks a little bit more incremental. People were really, really honing in on the fact that the cutoff date was January 2025, right?
Speaker 1:Was that the date? Or was it December 2025? Either way January. Yeah, I don't know. I don't know how much cutoff time cutoff dates matter because, you know, all these models, you know, can query the web and and get updates Yeah.
Speaker 1:Information.
Speaker 2:But Yeah. Overall reactions from
Speaker 1:Yeah.
Speaker 2:Developers across the board were not good. Not good Yeah.
Speaker 1:Prakash here. Undelwhelming.
Speaker 2:Cursor ranked it on CursorBench. It is below Composer two.
Speaker 1:Is that is that a fair thing? I mean, I'd like to see you rank another another livestream on TBPN bench. It doesn't match up. You know? It's like
Speaker 2:No. I mean, they have they have
Speaker 1:I guess it is. The other they
Speaker 2:have all the other frontier
Speaker 1:And some of them are ahead of Cursor's own models on Cursor.
Speaker 2:It's one data point. But yeah. Yeah. Yeah. But here's here's the other thing.
Speaker 2:It's four times it it costs four it underperforms Composer too, even though it's roughly four times more expensive.
Speaker 1:Interesting. Interesting. Yeah. I I feel like for a long time, Google's positioning was, you know, frontier or near frontier, but best possible pricing. And this marks sort of a shift in the strategy, perhaps.
Speaker 2:Yeah. Overall, starting to make more and more and more sense
Speaker 1:Mhmm.
Speaker 2:Why Google has put so much capital and resources behind Anthropic.
Speaker 1:Yeah. Right? Prakash says, seems to indicate that DeepMind is constrained by data rather than compute for what they intend to do, hence the TPU sales. Rest of Google now shipping their org chart. Ben Thompson talked about that a little bit.
Speaker 1:And there was some context on like, you know, we were asking the question like, will there be AI fatigue from stuffing AI in every product surface area? Allie Kay Miller shares one of the loudest applauses in the entire Google keynote. Nishtha put on the Gentle Monster plus Gemini glasses, tapped the side to summon Gemini, and all in one prompt said, take a photo and put a cartoon blimp in the sky that says Google IO twenty twenty six. And within seconds, the preview of the edited photo from Nana Banana appeared on her watch. I want to spend less time on screens.
Speaker 1:AI is really coming everywhere. And so much is driven by Voice AI as the interaction mode. Very cool demo, impressive technology. But Greg's gadget says, These companies truly have no idea what regular people want. Because, yeah, that is a little bit of a niche use case.
Speaker 1:You need to be more creative with it for when you would actually use that because this is a very it's a perfect demo of the product and the functionality, but it lacks that, like, creative spark of, like, yes, I did want a picture of that on my wrist at that key moment in time, if you're not doing a demo. His point is that regular people would not be excited about that particular feature. Right? SpaceX IPO, we're getting more details by the day.
Speaker 2:The other the other It's printed. The other thing that is
Speaker 1:Yeah.
Speaker 2:Was going pretty viral last thing on IO was that the Google anti gravity team flashed a codex folder
Speaker 1:Oh, yeah.
Speaker 2:In their in their actual demo video. Gurgly says, I had to do a double take in the second minute of the launch video for anti gravity. You can see people use codecs on the anti gravity team. Did no one double check the launch video at the very least. Not a huge surprise.
Speaker 2:Obviously, anti gravity looks a lot of people were saying looks quite quite like Codecs. So clearly
Speaker 1:More than Windsurf? I feel like it would be like a they they would have just rebuilt Windsurf. Don't know. We'll have to see.
Speaker 2:No. So but but anyways, this isn't a huge surprise.
Speaker 1:Right?
Speaker 2:Google's been using a bunch of anthropic models. Mhmm. Clearly, they're using a ton of different models and products internally.
Speaker 1:So What was the drama with Steve Yigi going back and forth with Dennis about like what what teams are using, what models and stuff? There was a big back and forth, big dust up on the timeline like a month ago about like whether or not Google's employees were deploying AI efficiently or broadly. Some of them aren't and some of them are. And Dennis chimed in and said like this is just complete wrong and everyone's using AI. I don't know.
Speaker 1:It goes back and forth. There there's also people are benchmarking Omni Flash, which looked amazing when we saw the videos. There was a there there were a few, like, little quirks. Some people in the chat were saying that the firing order of the v eight was not correct. Maybe it was only a v six.
Speaker 2:Yeah. It was missing two cylinders.
Speaker 1:It was missing two cylinders. But it looked good to me. I don't know. But now people are actually comping it to C Dance two point o, which obviously has much looser content restrictions because I I I guess just like Hollywood can't file a lawsuit in China. I I'm not exactly sure how that works because Cdance seems to be available in America.
Speaker 1:It it seems like maybe
Speaker 2:No. I think I think Chinese businesses have been relatively immune to US copyright law a very, very, very long time.
Speaker 1:And it also might just take like years to file a lawsuit, discovery, actually go through and litigate.
Speaker 2:Oh, yeah. You you can just go, like there's malls in China where you can go to a Nike store Yeah. And Nike has nothing to do with it Yeah. And yet all the products
Speaker 1:They've selling Swatch APs over there for decades. Yeah.
Speaker 2:Yeah. Just ask just ask Rolex and Patek how they're
Speaker 1:Sure. Sure. Yeah. I I've heard fake cars too. Like, you can get a full replica of like a G Wagon that's just made in a factory and then you could buy it, bring it over here, you take it to a Mercedes dealership.
Speaker 1:And they're just like, this is not a Mercedes. But it looks like one, like like, you know, to the millimeter from the outside. Yeah. Internally, it's just it's just frauding. Anyway Anyways.
Speaker 1:C Dance two point o looks great. OmniFlash looks great as well. These are both, like, super useful. We'll see how they actually play out and how they get implemented, how they get used. The interesting thing will be like like at what point like, it still takes a long time to generate videos.
Speaker 1:Very hard to get them right. The last 90 like, we're at 99% fidelity. But when you click in, you start noticing little details. When will we be in paradigm where you ask a question and you actually get an explainer video six minutes, ten minutes like you would on YouTube? Very computationally expensive, very difficult to maintain logic.
Speaker 1:Like, what is the deep research report of OmniFlash? These eight second, ten second, twenty second videos are impressive, but not perfectly substitutable for a twenty minute YouTube video because of the time and the level of detail that you can go into. Some people that are looking for information about a V eight engine, they want a breakdown that lasts twenty minutes. And so that's the next benchmark. We got to move the goalpost.
Speaker 1:SpaceX IPO. The prospectus is income is incoming according to Zero Hedge as soon as May 20. That's today. We will see Goldman lead left. This was a surprise.
Speaker 1:Michael Grimes has worked with Elon for a long time at Morgan Stanley. There was some back and forth. He went back to Morgan Stanley. There was a question about whether or not there would even be a lead left because it's such a big IPO. Maybe they all share equally.
Speaker 1:Obviously, they're all going to make a ton of money off of this. So good news from start to finish, but it is interesting that Goldman was selected. Do have a soundboard cue you want to play?
Speaker 2:I'm always ready, John.
Speaker 1:Okay. Katie Roof has a scoop.
Speaker 2:The scoop athlete of the century, Katie Roof.
Speaker 1:Has a scoop on the biggest venture returns ever. Founders Fund and Valor are set to make more than 60,000,000,000 in gains on the SpaceX IPO. Sequoia have more than $20,000,000,000
Speaker 2:Was this somewhat of a reaction to D1 getting a lot of credit earlier in the week, right? They're set to generate roughly $20,000,000,000 in returns. And maybe some of these other funds thought to put their hand up and say I
Speaker 1:don't think I think that at this scale, like there are so many LPs in these funds that are getting updates. And they've known the numbers for a long time. They've known ownership, the holdings. And you do some back of the envelope and you get some pretty huge numbers. Will be very interesting.
Speaker 1:Huge for Sean Maguire, huge for Luke Nosek and a lot of other folks over at Founders Fund and Antonio Gracias at Valor and all the other Founders Fund folks.
Speaker 2:Really Sequoia Founders Fund
Speaker 1:They needed to win. Needed to win. I mean, you go back. These investments were made like 02/2010. It was not obvious.
Speaker 1:Certainly, there was no Starlink narrative when these were made. There was no space data center narrative. This was a rocket company that was blowing up rockets left and right and not quite getting to massive business. So you really had to be a believer, they were.
Speaker 2:Packy was having some fun on the timeline. He megaphones are too big to generate returns. They're basically just being collected. And of course, they're printing.
Speaker 1:Yes. They are printing. Jensen Huang talked about the quarter that NVIDIA just had. He said the build out of AI factories, boo, the largest infrastructure expansion in human history, yay, is accelerating at extraordinary speed. Yay.
Speaker 1:Not a fan of the AI factory terminology, but good that there is progress being made. Agentic AI has arrived, he says, doing productive work, true generating real value, true and scaling rapidly across companies and industries, also true. Lots of good stuff. NVIDIA net income, it rose to 42,960,000,000. They almost hit 43,000,000,000.
Speaker 1:Not too bad. A year earlier, they were doing just 18,800,000,000 in net income. Huge, huge increase.
Speaker 2:Really wild. Really wild. Printing. Definition of printing.
Speaker 1:All good news. The stock is sort of up and down, basically flat, but Nvidia revenue jumped 85% to 81,620,000,000 from 44,000,000,000 last year, the company said.
Speaker 2:Shocking.
Speaker 1:Yeah. Great stuff. Steve Wozniak, the co founder of Apple at Grand Valley State University. He talked about AI. And unlike Eric Schmidt, he did not get boo off booed off stage.
Speaker 1:He actually got cheered for his comments. Wait.
Speaker 2:This was who was it, Tyler? Steve Wozniak? No. No. No.
Speaker 2:Shot I'm a big fan of Steve Wozniak.
Speaker 1:I love the was.
Speaker 2:Shot's fired.
Speaker 1:Let's play the clip from Grand Valley State University on Instagram here.
Speaker 3:You all have AI. You all have AI. Actual intelligence.
Speaker 1:Oh, mic drop. Knee slapper. Hey. Play into the crowd. You're gonna need a big audience.
Speaker 1:He knows the audience.
Speaker 3:We're trying to figure out how to make a brain, software, hardware, synapse chips. And I was at a company where the engineers figured out how to make a brain. It takes nine months.
Speaker 1:Yeah. Knee slapper. But he knows the audience. He's delivering the right thing. Is he AGI pilled?
Speaker 1:Is he super intelligence pilled? Probably not. But it is regardless, I think it's it's potentially the right framing for the crowd. It's knowing the audience. And and and that is a way to bridge to a broader conversation about AI, a broader conversation about how humans fit into a post AGI world.
Speaker 1:I don't know. We'll have to go watch the full
Speaker 2:clip eventually. Close But it out with this video from Tyler that we can pull up.
Speaker 1:Okay. What is this?
Speaker 2:This is the video I was referencing with with Marcus. I'm very concerned about these gentlemen Okay. And what they're doing.
Speaker 1:Pull it up. What's happening?
Speaker 2:Let's get Like, this is this is insane contact. I mean, it the helmet is getting dented. I think this is breaking.
Speaker 1:Issue. Skill issue. They really hitting that, aren't they?
Speaker 2:But we'll try it out after we
Speaker 1:We have the gauntlet.
Speaker 2:Yeah.
Speaker 1:We'll see you tomorrow. Goodbye. Cheers.