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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.
It's a white suit day. The market's up.
Speaker 2:For the rally.
Speaker 1:Don't check what the market did yesterday. Check what it's doing
Speaker 3:today. Did you? Never doubted. You bought
Speaker 2:You never doubted when the fear and greed index You levered up. Was was on full
Speaker 1:And now fear. Post economic.
Speaker 2:Scared for its life.
Speaker 1:It happened. Big week. Bottlenecks. Bottlenecks. I mean, we're we're gonna talk about the clogged code moment to the clogged code psychosis, sort of the software singularity.
Speaker 1:There's clearly signs of a takeoff. It feels like a slow takeoff, but there there's there's a whole bunch of sort of recursive compounding elements that are starting to form.
Speaker 2:A recursive, you
Speaker 1:say? Yeah. Recursive. Literally, recursive. Like the models feed back into themselves, give them more tasks.
Speaker 1:We saw this with Gastown. There's a whole bunch of stuff going on in orchestration that's interesting. And so I wanted to sort of reflect on, if there's gonna be a break, if there's gonna be a damper on the party, if someone's gonna pull away the punch bowl, who's it gonna be? The semiconductor industry or the energy industry? At the start of this year, I said it was gonna be the year of energy.
Speaker 1:I still think it's important to think about energy because that it will be a bottleneck. But this year
Speaker 2:And not even just because of AI, just for overall human flourishing.
Speaker 1:Totally. Totally. Yeah. And yeah. So we we we had some great conversations this week, Sam Altman.
Speaker 1:We talked to Dylan Patel. We talked to Sholto. We talked to you know, we reviewed what Ben Thompson was saying. Dorkash interviewed Elon. So there's a lot of new data points about how people are thinking about the trade offs between semiconductor fabrication capacity and energy production capacity.
Speaker 1:So I wanted to sort of like crystallize like where I think the debate and consensus is right now. There's been this like tick tock going back and forth in the AI supply chain. What's the key bottleneck to growth? It does feel like only if you have to work at an AI lab to really feel the bottleneck. For most people, they're just like, I open the chat app, probably ChatGPT.
Speaker 1:I ask it a question. It gets back to me in a reasonable amount of time. I'm not really hitting rate rate limits. The rate limits come when there's big moments, the
Speaker 2:studio I think give me people a have always felt the rate limiting is very real at Really?
Speaker 1:With using anthropic products. Yes. If you're if
Speaker 2:you're Which is why I asked Schulz yesterday Yeah. How what are what are free limits gonna Well,
Speaker 1:that's why I asked him that.
Speaker 2:They've consistently been compute constrained. Yeah. Yeah. They at least they've talked about it more than Yeah. More than most and and users have talked about it quite a lot.
Speaker 2:So I'm just quite curious, what is the free experience gonna be like Sunday? If somebody downloads the app, sees the ads, they're like, I want I want LLMs without ads Yeah. Even though no other popular LLM actually has ads yet.
Speaker 1:They're pretty upfront with you about the fact that if you're on the Opus model, like, you'll hit your rate limits faster. And even just a couple prompts deep, it will take a second and kind of compact the conversation so it can keep talking to you. Like, they I know they're increasing the the the token context window, but it it feels like it's it works fine, but it is a low a smaller user base. Although, I'm very interested to see where it goes in the App Store. ChatGipedia is still at number one.
Speaker 1:Grok is oddly doing incredible in the App Store, way higher than apps with social networking Yeah.
Speaker 2:For no obvious reason.
Speaker 1:I mean, like, there's just not a lot of hype about Grok. Like, they're doing okay on benchmarks. Obviously, Elon has a very solid playbook for, like, scaling and Yeah.
Speaker 2:But to me to me, I don't I don't care as much about hype. Yeah. When it comes to the App Store, there's plenty of apps on the App Store Totally. Charts that have no hype. One of the top Free money.
Speaker 2:Is is called free cash.
Speaker 3:Free cash. It's number two
Speaker 2:that one is above Gemini.
Speaker 1:I understand why that one.
Speaker 2:Is is free cash. Get paid real money. Yeah. Hot on Chetjputee's heel. You know, we have the OpenAI Elon lawsuit Yes.
Speaker 2:As part of that, what if part of the settlement agreement is OpenAI has to give 4 o to to Grok?
Speaker 3:I mean, it might just wind up yesterday was seriously
Speaker 1:It was crazy.
Speaker 2:One of the craziest experiences if you weren't watching our SAM interview live. And honestly, entire show Yeah. There was thousands of messages from people, from four o soldiers saying keep four Keep o
Speaker 1:four o.
Speaker 2:Yeah. Keep four o. Hash throwing hashtags. You don't see hashtags No. That much anymore.
Speaker 2:No. But they were throwing hashtags around keep four o. Yeah. So I think maybe if Elon can negotiate Yeah. For that.
Speaker 1:So thank you to the TBPN army, the day ones. We will never switch up on you. We'll never let the money change us. We'll never forget where we came from.
Speaker 2:Yeah, Bobby was going to
Speaker 1:You guys in the chat were doing overtime work, keeping things somewhat sane. There's not much you can do in that situation. And yeah, it'll be interesting to see four point is fully going offline. It's already very hard to reach. You have to go into turn on legacy models and
Speaker 2:It's going offline right around Valentine's Day.
Speaker 1:I think February 13. It's just a fascinating weird time that I don't think we've ever seen. Because people were upset when Facebook launched the feed and they were like, we want to go back. And they made these groups and the groups got a lot of implication. Ironically, because people were
Speaker 2:upset when Microsoft stopped investing as heavily into Clippy.
Speaker 1:That's true. That's true. But I was never logging on to a Twitch stream and saying, I got hey, bring back Clippy.
Speaker 2:The notable thing is they didn't seem to be able to process that it wasn't just a show about Sam. Yeah. Because even after Sam had left, they just kept going. Yeah. Which is very, very strange.
Speaker 1:Anyway, back to the bottleneck. Right now, feels like chips are the more important piece of the bottleneck to talk about. Sam Altman put it this way. I asked him, like, chips versus energy, what's the bigger bottleneck right now? He says it goes back and forth, but right now it's chips.
Speaker 1:It's different at different times. It may get solved on its own. Normal capitalism may solve it, but I think somehow deciding as a society that we are going to increase the wafer capacity of the world and we're going to fund that and we're going to get the whole supply chain and the talented people who make that happen would be a very good thing to do. And so why do we have a chip bottleneck to begin with? Semiconductors have been doubling, and we've been on this Moore's Law curve.
Speaker 1:What's interesting is that the semiconductor industry should be better equipped to avoid a bottleneck because it's already been on an exponential, whereas energy production has been like flat, sort of like a malaise for a long time. Getting that unstuck is hard, but I think that's a problem for 2027 potentially. So the chip bottleneck comes down to consolidation. Power plants, data centers, cooling technology, there's a bunch of suppliers in each of these industries, and
Speaker 3:you can parallelize them and you
Speaker 1:can steer resources from adjacent areas to focus on AI project specifically. Even a company like Boom Supersonic can turn into a turbine manufacturer, and there's a lot of other industries that are able to move over. The semiconductor industry is used to doubling the amount of transistors made every year or two. Part of that is more advanced nodes, part of that's more capacity, whereas the energy industry in America wasn't built for that kind of growth. So initially, people weren't creative.
Speaker 1:They were like, let's build these combined cycle gas plants. But now we've realized, yes, there are three main manufacturers of turbines. And for dual combined cycle, you've got IGTs, but you've also got medium speed reciprocating engines. Turns out Cummins can make about a million diesel engines a year, and those can generate electricity. If I don't care about aesthetics and I put them in West Texas, easy.
Speaker 1:Back to the leading edge fabs, it's a completely different beast. These fabs cost tens of billions, $30.50, 75, 80,000,000,000 I've seen to build. And it takes three, four, sometimes five years to go from breaking ground to actually getting up to producing volume. And we have like the perfect example of this because TSMC announced a plant in Arizona in 2020. And in 2025, it's still not producing at volume.
Speaker 1:It's doing really well. It's great. But that's five years, and it's not just like, oh, yeah, it's as effective as what's in Taiwan. There's this bottleneck within the chip bottleneck, which is the TSMC supplier ASML, and they ship around 50 EUV machines per year, maybe fifty-sixty. Each one costs $350,000,000 and leading edge fabs need dozens.
Speaker 1:So if you want to build a bunch more fabs, need a bunch more toolmakers, and ASML has its own supply chain for different lenses and glass and all sorts of stuff. They work with Zeiss, Trump, a whole bunch of different companies. And that supply chain is not very diversified. So you have another bottleneck even deeper in the supply chain. And then even after you get the fab built, there's still at least a year of processing engineering, maybe twelve to eighteen months, where you actually work to get to high yield production.
Speaker 1:We're seeing that in TSMC Arizona. And TSMC just has decades of intellectual capital locked in the heads of engineers that they can't easily transfer or parallelize. And so this has made TSMC the real bottleneck. Hyperscalers are pushing CapEx numbers into hundreds of billions of dollars. So TSMC controls 90% of the advanced node market with Samsung and Intel far behind.
Speaker 1:And this is why Ben Thompson, aside from the geopolitical concerns about TSMC, is really urging tech companies to wake up. And so he says, The reality that hyper scalers and fabless chip companies need to wake up to, however, is that avoiding the risk of working with someone other than TSMC incurs new risks that are both harder to see and also more substantial. So there's a huge risk if you say, You know what? I'm going to go and place a huge order with Samsung or Intel or I'm take going a huge risk and be the anchor customer of their new cutting edge, leading edge fab. But Ben Thompson is saying there's a risk to not doing that.
Speaker 1:And he says, except again, we can see the harms already. Foregone revenue today as demand outstrips supply. Today's shortages, however, may prove to be peanuts. If AI has the potential, these companies claim it does, Future foregone revenue at the end of the decade is going to cost exponentially more, surely a lot more than whatever is necessary expense wise to make Samsung or Intel into viable competitors for TSMC.
Speaker 2:You really gotta wonder what conversations are like between Jensen and TSMC right now, given that TSMC is not they're certainly not going out and making kind of going risk on. Right? Yeah. They're staying relatively can probably more conservative than some of their downstream customers would like.
Speaker 1:Anyway, let's move on to the hyperscalers. Compound two forty eight says, poor Jassy, Andy Jassy. He's going to learn something about Amazon today. When Google announces a crazy number, it's because it's playing offense. But when Amazon announces a crazy number, it's because it's playing defense.
Speaker 1:Ipso facto. So Amazon said it will spend $200,000,000,000 this year on AI build out. But this is worrying investors that the company's colossal bet on artificial intelligence will pinch profits while it waits for the investments to pay off. The company reported spending $130,000,000,000 on property and equipment in 2025. Analysts expect those expenses would reach $150,000,000,000 this year, but Amazon's saying, we're going to 200.
Speaker 1:We're we're we're we're going we're going all in.
Speaker 2:And a lot of frustration from Amazon Yeah. Shareholders. Obviously, they had the fastest growth in 13 quarters and the stock is still down 10%. Looking back over the last five years to early twenty twenty one, only up 23% over five years.
Speaker 1:Yeah. Yeah. Just not as not as sexy as a narrative as the rest of the hyperscalers. Zuck obviously is a huge beneficiary of of advancements in AI. We see that with the accelerating ads market.
Speaker 1:Microsoft, even though, yeah, it's getting beat up a little bit now, they they have, like, that massive position in OpenAI that feels, like, fully in solid place. They got the IP. They got a real hold on the AI question. Google's obviously in a fantastic place. Nvidia, clearly.
Speaker 2:And yesterday was just such a strange day. Reform trader says software stocks are cooked for not investing in AI. Mag seven stocks are cooked for investing heavily in AI. Hope that helps.
Speaker 1:It is it is crazy. Oh, this is the image. I love this image. Wait. What what what's this from?
Speaker 1:Matt Damon in Which one?
Speaker 2:I don't know. In Rounders.
Speaker 1:We were
Speaker 2:just talking about this.
Speaker 1:That's rounders. I thought Goodwill Hunting for some reason. But this is a summary of the twenty twenty six CapEx numbers from the hyperscalers. Google is gonna do a 175, 185,000,000,000 versus a 120 estimated. Meta is doing a 115 to a 135 relative against a 110 estimated.
Speaker 1:Tesla's going to 20,000,000,000 from 11,000,000,000 estimated. And Amazon, they were estimating a 145, but they're gonna do 200.
Speaker 2:And so they're going all in. One of the top comments here is very funny. It says, what exactly is Meta buying? They don't do anything with AI.
Speaker 1:That's not true. Open up reels. It's AI.
Speaker 2:Even in the Cheeky Pint Elon episode, Dwarkash and John are pushing Elon on the data centers and space thing. And I thought that Elon could have done more to really get people basically the same thing. The TAM is an order of magnitude bigger than anyone is contemplating. And we are investing for that future. It was a lot of trying to just justify quite putting it up of term, yeah.
Speaker 2:Yeah, when they were saying, hey, there's a lot of land in The US. We can blanket The US with solar panels. We can do a lot here. And so again, I think people are getting kind of caught up in the details. If you're going to spend, you you would hope AWS making this kind of investment that they have more conviction than Tyler does on the opportunity.
Speaker 2:Right? I don't know if that's possible.
Speaker 1:Tyler's in the white suit. He's
Speaker 2:looking good. Yeah, looking good, Tyler. Round of applause for Tyler.
Speaker 1:This is a classic Elon thing where he will lay out a vision that takes ten, twenty, thirty years, but he says it's going to take ten, twenty, thirty months. And so you have to sort of grapple with the short term, but still you can't lose sight of the long term because we did get rockets that land and we did get space, internet, and whatnot. What
Speaker 3:Yeah. I think he said that thirty six months is his estimate for when we start getting compute in space, probably thirty months, I think. But then so there's kind of the that's the shorter term thing. But then he did talk about Fair amount of time. Terawatts in space, right?
Speaker 3:Yeah. So like US is currently like half a terawatt. Yeah. But we're gonna be putting terawatts Yeah. In of compute and
Speaker 1:stuff He's sort of like like falling back to first principles and just talking about
Speaker 3:Yeah. He he keeps repeating like, oh, if you just look at like physics Yeah. But it's kind of the catch all term he uses when he doesn't really know to say, it seems like.
Speaker 1:Yeah, well, yeah. It just seems like it all checks out from the physics calculations. But when you map that to the economic realities, the human capital and financial capital realities, you're just looking at a very long timeline. And he doesn't like talking about thinking in decades.
Speaker 3:It seems like the short term like bull case for space data centers is basically just like regulatory, right? It's just going be way too hard to find this,
Speaker 1:to find
Speaker 3:You like the actual
Speaker 1:see India already saying, hey, we'll just take a slice in twenty years. That's how AGI pill they are. They're like, come build a data center here. You can be tax free for twenty years, but then we're gonna be making money in what, 2046. They're ready to rock.
Speaker 2:None of you nerds know physics. They were feeding him drinks. Chill out. Is actually crazy. I mean, we've never seen a Cheeky Pine episode where they actually drank.
Speaker 1:They did drink on this one.
Speaker 2:They that was the main feedback from last year.
Speaker 1:Yeah. It is funny. Yeah. It feels like Yohan took down three pints or some four pints or something. You you did the math.
Speaker 1:Right?
Speaker 3:So we'll talk about this later. I I there's some posts, but, you know, they seemed a little bit smaller than normal pints maybe.
Speaker 2:So Okay.
Speaker 3:Is it really? But Okay. I counted three, like, full glasses. I mean, I I think Elon Dorkesh asked a question about this, which is like, oh, it's so crazy that, like, SpaceX, they have this super ambitious mission, but they they keep seeming to find these, like, good businesses on the way. Right?
Speaker 3:So you so first, it's, like, Starlink with Yep. With Falcon, and then with Yep. With Starship. It's like, do we really need that many Starlinks? Yep.
Speaker 3:But if you can get space data centers
Speaker 1:Yep. If
Speaker 3:you're if you're putting up terawatts of compute, then like, you yeah. You need like massive, you know
Speaker 2:OTP in the chat says, dude just turned 21 and you can already eye a plan. He's been studying the last week.
Speaker 1:$660,000,000,000 of CapEx this year on AI data centers. To put a number like that in perspective, this is more than what we spent on The US interstate highway system, 630,000,000,000, more than what we spent on the Apollo Moon program, 257,000,000,000, more than what we spent on the International Space Station, 150,000,000,000. It's more money than Walmart's revenue last year, 650,000,000,000. It's the equivalent of spending $1,800,000,000 a day, $750,000,000 an hour, or $1,200,000 a minute. This year alone is without a doubt the biggest project in the history of capitalism, and we are spending it all we're spending all of it in one year.
Speaker 2:France announced an initiative earlier They this want to lead in AI research. Mhmm. So through their France twenty thirty program, they have invested more than €30,000,000 in this in this initiative. Macron says, science has found its home. And Sean Frank says, France is investing 30,000,000 in this new AI initiative.
Speaker 2:That's how much Google will spend in ninety minutes. No joke. Every ninety minutes, Google will spend 30,000,000 on CapEx this year. One company.
Speaker 1:Wow. One company. Yeah.
Speaker 3:They they can hire Ilia for like an hour.
Speaker 1:An hour. One hour consulting call. Take him. He's breaking down the Nvidia news. The stock is up 6.22%.
Speaker 1:Nvidia shares barely moved in after hours trading last night.
Speaker 2:Yeah. This is what I said. I was like 200. Amazon just announced that, hey, we're gonna spend, you know Yeah.
Speaker 3:We're the 200,000,000,000
Speaker 1:with those. I mean, they will buy Trainium and Inferentia, but they're gonna buy a lot of Nvidia.
Speaker 2:Anyways, let's move on to Dirty Soda? Dirty Soda. We gotta talk about the Utah Have you heard of Dirty Soda Soda.
Speaker 1:I'd never heard Dirty Soda before. Have you heard of this?
Speaker 3:Yeah. Yeah. This big in Utah.
Speaker 1:This big in Utah?
Speaker 2:Yeah.
Speaker 1:Yeah. Have you been to Utah?
Speaker 3:No. How do you know that
Speaker 1:it's big in Utah then?
Speaker 3:Exposed. My friends like sent it to me on Instagram.
Speaker 1:They're like, look at this. Okay.
Speaker 3:Alright. What is your v seven?
Speaker 1:Have friends who live in Utah?
Speaker 3:It's like soda and they put like cream in it and stuff. Right?
Speaker 1:Okay. Well, we'll dig in. Think I think we'll let the Wall Street Journal get the facts straight.
Speaker 2:A mom with five children ages six to 16 in St. George, Utah. Nicole Tanner didn't realize she was onto something with dirty soda. That's what the creator of the chain Swig calls spiking Coke, Mountain Dew, or Doctor Pepper with fruit purees and flavored cream served in plastic cups stuffed with pebble ice, microplastic Nightmare? Nightmare.
Speaker 1:Really? I didn't know pebble ice was at risk.
Speaker 2:No. No. No. I'm talking about it. I'm saying plastic cup.
Speaker 1:Oh, the plastic cup.
Speaker 2:Her business took off a few years ago when pop star Olivia Rodrigo was in Utah filming that TV series High School Musical and posted an Instagram photo holding a cup from Swig. Now, hashtag dirty soda is Big the chains want in. McDonald's recently test Sprite with lemon vanilla syrup Mhmm. Dragon fruit, Taco Bell swirls. It's teal colored Baja Dream Freezes with vanilla cream and calls it a Mountain Dew Baja Blast dirty freeze.
Speaker 3:Oh, we forgot to ask Sam Altman if he's gonna issue a Baja Blast.
Speaker 1:Because he did the Code Red.
Speaker 2:It's time for a Baja Blast.
Speaker 1:It's time to Baja Blast. He's back to this top Maybe
Speaker 2:that's what the Super Bowl ad. Codex. Oh, that would be The Baja Blast Codex collab campaign for the builders. And drive in Chain Sonic has encouraged customers to make it dirty by ordering creamer and mix ins with their sodas.
Speaker 1:Okay.
Speaker 2:While the heart of dirty sodas may still be Utah and the Mountain West States, Swig has expanded to around a 140 locations That's fast. This is insane. To me to me, this feels like a really tough business to be in long term because if if the product becomes popular
Speaker 1:Everyone has it.
Speaker 2:Everyone has it immediately. You have no real IP. Yeah. Right? Because you're just using sodas sodas off the shelf.
Speaker 2:Sure. Tanner's main investor, family investment office, Larry h Miller co brought in a professional chief executive who has taken other companies public. Hey. And he is talking of an eventual initial public offering for the chain, which had around a 100,000,000 in sales last year. Tanner, I mean, these must be incredibly simple to run.
Speaker 2:It's literally a box. You have soda and creamer.
Speaker 1:Yeah. Yeah.
Speaker 2:We're doing what Starbucks did for coffee but for soda, said Swig CEO, Alex Dunn. So Alex Dunn says, pull up here, 6AM on the way to the gym, grab a big soda.
Speaker 1:I feel like you'd need more caffeine if you really wanted to displace Starbucks. Well, was
Speaker 3:just gonna say on the caffeine thing, isn't the whole point that it doesn't have it's like not caffeinated, right?
Speaker 1:Because you're Mormon.
Speaker 3:Oh, it oh, okay. So it's a Utah thing.
Speaker 2:I I did something recently that felt Mhmm. It felt really wrong
Speaker 1:Mhmm.
Speaker 2:But the result was good. I mixed a yerba with a Mexican Coke. Oh. Okay. And it was it was fantastic.
Speaker 1:A mataina? Yeah. And Mexican Coke.
Speaker 2:Yeah. It's
Speaker 1:fun. They said a few years ago, Olivia Rodrigo promoted it and it went viral. I thought this business was only a few years old. Guess
Speaker 2:No. An overnight success.
Speaker 1:It started an overnight success. That's pretty remarkable. Yeah.
Speaker 2:20 After customers started referring to Swig's Doctor Pepper and cream combination as dirty soda Mhmm. Tanner latched onto the phrase encouraging customers. They gotta they gotta pay future royalty. I won't I won't stand by this.
Speaker 1:They should get future as an influencer. That'd be good.
Speaker 2:Yeah. He's like, when I said dirty soda, meant magazine. 2017, Swig had grown to more than a dozen stores. The staff was spread thin and Tana realized she lacks lacked the expertise to grow further. She and her husband separated in 2020 RIP and is no longer involved in Swig.
Speaker 3:And I hate when I'm just
Speaker 2:like reading this incredible story of entrepreneurship and then and then they kind of interrupt the the flow there. The White House has posted biggest period, bowl, period, run, period, period, starting Did they this?
Speaker 1:Did they post
Speaker 2:this? Scroll down. Yeah. No. So they're sharing a fake screenshot from true social where Donald Trump says, let the gains begin.
Speaker 2:I mean, he really did call the the bottom.
Speaker 1:Of of of
Speaker 2:At least a local bottom.
Speaker 1:Veracity and truth?
Speaker 2:No. I'm just saying, like, if you bought Oh, I see. You bought NVIDIA when he That's strict. Hit when this fake post was
Speaker 1:Yeah. Was Shared by the real account.
Speaker 2:Joe Weisenthal shared yesterday, silver down 19%. Anthropic must have launched a silver extension.
Speaker 1:Yes. It's just chaos in the markets. It's just absolute chaos everywhere.
Speaker 2:One of the one of the most chaotic weeks Yeah. Of my my adult life.
Speaker 1:Yeah. But it's been mean, lots of green shoots, lots of interesting projects, lots of interesting applications and progress all over the place. Derek Thompson said, for me, the odds that AI is a bubble declined significantly in the last three weeks and the odds that we are actually quite underbuilt for the necessary levels of inference usage went up significantly in that period. Basically, I
Speaker 2:think AGI pilled.
Speaker 1:I think AI is gonna become the home screen of a ludicrously high percentage of white collar workers in the next two years, and parallel agents will be deployed in the battlefield of knowledge work at downright Soviet levels. And Kevin Russe over at The New York Times, host of the hard fork podcast, says, this is why everyone was freaking out about clogged code over winter break. Once you see an agent autonomously doing stuff for you, it's so instantly clear that all computer based work will be done this way. This is why my serious AI policy proposal is to sit every member of Congress down in a room with laptops for thirty minutes and have them all build websites. Yeah.
Speaker 1:Get a vodka.
Speaker 2:We were so we were joking about this yesterday with Sholto. Like, we maybe need more long long for AI adoption. But I wouldn't be surprised for a big company to, like, actually do something like this
Speaker 1:Mhmm.
Speaker 2:Which is like, hey, we're gonna have the next Thursday, Friday off.
Speaker 1:Hackathon.
Speaker 2:Yeah. Basically.
Speaker 1:Congressional hackathon.
Speaker 2:I mean, Congress is a whole other thing.
Speaker 1:You gotta go to Congress, sit all the con all the congress people down, and get them get them vibe coding. What would they build? I feel like they don't use a lot of software, so there's not that much to build. Like, they're so abstracted away from it. It's all lunches and phone calls and dinners and meetings.
Speaker 1:Like, there's not that much that actually this is the thing with, OpenClaw. There's some people asking, like, what are you actually using it for? And people are realizing, a lot of my day is not interactive.
Speaker 2:You know the thing that I wish I could automate? What? My mail at home.
Speaker 1:Okay. You can do that. Have you seen Earth Class Mail? There are a few of these virtual Okay.
Speaker 2:Sends it. It sends it.
Speaker 1:So basically, you forget your home address. You don't share it anywhere on the Internet. You never put it anywhere. You only use this other address. Mine was like 830 Market Street in San Francisco.
Speaker 1:All of the all of the mail would go there. If it's addressed to me, it gets opened by a robot scanned and then you have a web dashboard, but also it just goes to your email. And then you can actually say
Speaker 2:So they've been AGI pilled for decades.
Speaker 1:Decades. No, it's really important when you set up a business, you use a fake address or one of these virtual mailboxes. And then you can actually click a button, send this to me physically, and then you have a virtual representation of it forever. And you could run an agent over it. So maybe that's the next thing you pick up is a virtual mailbox.
Speaker 1:That would be good.
Speaker 2:I'm just saying I never want to open up a physical piece of mail again.
Speaker 1:Optimus opens it for you, takes a picture
Speaker 2:Does the money spread.
Speaker 1:Does the money spread, walks to the walks to the post office, mails the next letter, mails the check. This is the future. Jensen is pushing back on the AI will kill all software
Speaker 2:Let's play the video.
Speaker 4:Software is a tool. There's this notion that the tool in this the software industry is in decline and will be replaced by AI. You could tell because there's a whole bunch of software companies whose stock prices are under a lot of pressure. Yeah. Because somehow AI is going to replace them.
Speaker 4:It is the most illogical thing in the world, and time will prove itself. Let's just give it let's give ourselves the the ultimate thought experiment. Suppose we are the ultimate AI. Artificial general robotics. The ultimate AI.
Speaker 4:The physical version of us. You could, of course, solve any problem because
Speaker 1:We value
Speaker 4:you're humanoid. You could do things. If you were a human or robot, would you use a use a screwdriver or invent a new screwdriver? Or just use one. Mhmm.
Speaker 4:Would you use a hammer or invent a new hammer? Would you use a chainsaw or invent a new chainsaw? Ideally, they don't use it at all.
Speaker 1:A lot of disagreement in the timeline.
Speaker 4:But do you understand what I'm saying? If you were a human or robot, artificial general robotics, would you use tools or reinvent tools? The answer, obviously, is to use tools.
Speaker 1:Mhmm. Tyler?
Speaker 3:Okay. I'd like, clearly disagree. So, like, if you're yeah. If you're robot Who would
Speaker 2:the axe?
Speaker 3:You'll use the calculator. Right? Like, you'll just build calculator if it costs you a lot of money to use the calculator. Yes. Yes.
Speaker 3:Yeah. So like I I think like, you know, digital agents will like use Salesforce. Right? But if Salesforce becomes like very expensive or if it's it's already fairly expensive Yes. It's at some point it becomes even cheaper to just build it themselves and then you run it.
Speaker 1:Yes. Yes.
Speaker 2:Especially when they're like, I can work the equivalent of 2,000 lifetimes today.
Speaker 1:Let's go over to the Guinness tally. Tyler has it. He counted it up. He sat down. He studied the Dorukesh Patel cheeky pint crossover episode with Elon Musk.
Speaker 1:And he counted three pints for Elon, four pints for John and three quarters of a pint for Durakesh. But there's a suspicious refill.
Speaker 3:So if you're tracking Durakesh's volume
Speaker 2:Mhmm.
Speaker 3:Right throughout the episode, it kind of goes down and he's at maybe like 80% full.
Speaker 1:Okay.
Speaker 3:And then it goes back up. There's like an ad read and then it goes back up. Oh. So the question is like, whatever happened during the ad read, right? Did he just like slam it filled back up all the way?
Speaker 2:Yeah. Or is it just
Speaker 3:kind of a partial fill?
Speaker 1:I think you gotta give him 1.75.
Speaker 2:Okay. Can we can we pull up the the screenshot?
Speaker 1:They look like full size full pint glasses.
Speaker 3:So so it yeah. Those look like full size pint glasses. Another photo of of Elon holding the pint?
Speaker 2:Yes. Okay.
Speaker 3:That's pretty small in his hands.
Speaker 1:Little small. And then and then let's click over to Timothee Chalamet. Timothee Chalamet, I mean, he's a smaller person, but it looks the same size to me. I think these are fair pint glasses.
Speaker 3:So Timuccio Calome is five ten. Yvonne is six two. Okay. So slight height difference, but I mean, I don't I feel like Yeah.
Speaker 1:Maybe. Yvonne is really mauling that. Maybe.
Speaker 2:Yeah. I think I think they're just potentially wider.
Speaker 1:I think they have
Speaker 3:And this is
Speaker 2:the kind of hard hitting analysis that you can really only get on this show. No other technology media is really breaking down
Speaker 1:I'm going
Speaker 2:pint analysis.
Speaker 1:I'm going normal sized pints on this. But it is it is it is an
Speaker 2:interesting optical illusion. Yeah. This one looks incredibly
Speaker 1:It's a little bit of an optical illusion. It's close. It's close. I mean, either way
Speaker 2:I know. But we don't know
Speaker 1:Even if it's a half pint, John drank four, so that's two full pints. Even if it's a half pint,
Speaker 2:you know? You know who else is going full pint, Who? The founder of crypto.com.
Speaker 1:Oh, yeah? Who just
Speaker 2:bought ai.com for Let's 70 go. Big, big, big. He is running an ad for ai.com. We don't know what ai.com is yet. He actually bought it last year in April.
Speaker 2:Highest price ever disclosed for a domain sale to launch a new entrant into the AI race. The site will offer a personal AI agent that consumers can use to send messages, use apps, and trade stocks.
Speaker 1:Mhmm.
Speaker 2:It's very, very American. Send message, send memes, order DoorDash, and trade stocks with your new AI agent.
Speaker 1:Breaking news. Show out with
Speaker 2:Breaking news. Ovid inspired startup becomes first new bank. Green light
Speaker 1:is Ovid
Speaker 2:inspired startup. One of the most insane headlines. That one is for Trevor Palmer and the whole team.
Speaker 1:Erebor founder Palmer Lucky was one of the tech industry's early Trump supporters, and he's known for pension for Hawaiian shirts. They're really focusing on Palmer's, like, non banking relationships here.
Speaker 2:Palmer is a banker now, everyone.
Speaker 1:Arabor will will cater to startups and high net worth individuals on Friday.
Speaker 2:You can think of us like a farmer's bank for tech, said Lucky. I think most farmers' banks won't claim they are the best bankers in the world, but they do understand farmers. Is
Speaker 1:a local bank going to lend against you? No, he said, if you have less than $10,000,000 in revenue and you're struggling to secure a loan from a traditional bank. Investor expectations are high. Airborne was valued at about $2,000,000,000 in a funding round last year, over seven times its book value according to investor pitch deck. A subsequent round valued Airborne at 4,000,000,000.
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