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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.
Metaconnect yesterday. Yeah. Zuck likes going late. He 4PM Pacific, 7PM Eastern for the keynote.
Speaker 2:Because he wanted to roll straight from the keynote into some beer
Speaker 1:pong. Oh, that's true. We will get into that big hot debate on the timeline over his beer pong strategy. But, really, really tight keynote, very well organized, very clear, didn't overstay its welcome. Did three live demos.
Speaker 1:Last year, there was a hiccup with a live demo Wi Fi, and I believe Boss triggered everyone's agents by using the wake word. So this time, he deliberately stayed away from using that wake word and used, like, the name of his agent. So he didn't cause a a lot of chaos in the in the dome or in the in the studio, wherever they were. But bunch of great announcements, really good pacing, really tight one hour keynote. And it it was it was fun watching Zuck like, sort of do the live demos and be like one down.
Speaker 1:Like, this is high stakes. Like, it was clearly high stakes for him. But he got through it all. No mistakes.
Speaker 2:Yeah. He had a funny line. He was like, and we love live demos here.
Speaker 1:Yeah. It's funny because like he totally could just not do live demos, but he like wants to. So I think you
Speaker 2:need to.
Speaker 1:Do you?
Speaker 2:I think you absolutely need to. People have bought so many random hardware devices True. That haven't met expectations.
Speaker 1:Yeah. And I guess there was that
Speaker 2:hardware, if you want people to buy it, you have to do a live demo.
Speaker 1:Yeah. There was a there was a demo of a Gemini model running, like, two years ago that was, like, sped up in post. And and and that faced a lot of criticism. And so I think, yeah, just demoing things as they are available in the real world is is very valuable. And I think in general, like, the thesis for the products was like meet people where they are, delivering tomorrow's technology with today's constraints.
Speaker 1:And that's just what I kept seeing as a theme was like, what do people want? And of course, the best it basically created a huge dichotomy between like the the the crazy super intelligence RSI, ASI, PDoom, X Risk crew, and then just like, Muse, it's a helpful agent. Niraj Agarwal summed it up well. Anthropic marketing, we built a god only we can control and gave it a wet lab. Muse marketing.
Speaker 1:Hey, girl. I know you have dozens of unpaid parking tickets. Let's get that cleaned up. And it's it's funny because it's it's actually working. I think that if you went back to a couple months ago, the consensus was like popularity of AI is turning.
Speaker 1:It's deeply unpopular. You need to just be quiet or not lean in or just like apologize like what a lot of the lab leaders are doing just being like, yeah, it is bad. I'm sorry. But Meta has taken a very different approach. They're not fear mongering.
Speaker 1:They're just like, it's cute. It's lovable. And and they actually are successful. I mean, The New York Times yesterday, Jensen and Ezra are duking it out over like x risk and and acceleration. Do we need to slow down?
Speaker 1:Meanwhile, The New York Times published like a a really positive review of Muse. They, like, they love it and like they're a tough cookie to, like, win over, basically. So success there. And it's interesting because it's been there's been a few strikes for Meta over the past two years. The vertical AI Slop app vibes quickly disappeared.
Speaker 1:I don't even know if it's available anymore. It might have been quietly shuttered or tucked behind a couple different tabs. The core Meta Chat app that was sort of just like a Gemini, a ChatGoT clone, I don't think that ever really took off.
Speaker 2:Over over the last year, you have massive spending.
Speaker 1:Yeah.
Speaker 2:Clearly massive focus for Meta. But the strategy was at most times completely incoherent. It was scattered. It was not legible to the markets. It was not legible to
Speaker 1:It was do everything.
Speaker 2:You had
Speaker 1:But nothing was really accelerate.
Speaker 2:You know, Muse Code. You had them buying and then having to undo the Manus acquisition. You had
Speaker 1:Oh, yeah.
Speaker 2:The meta vibe. The first thing and again, this this was an unforced error. The first thing that they did post the whole talent raid
Speaker 1:Mhmm.
Speaker 2:Was release like the short form slop video Yeah. App, which wasn't even
Speaker 1:It was mid journey. Yeah.
Speaker 2:It was basically a mid journey rapper. Yeah. And we're and everyone was like, okay. Like Yeah. This doesn't align to the to what you're putting out, which is this like personal super intelligence
Speaker 1:Yeah. Narrative. Yeah.
Speaker 2:And so really yesterday, like everything felt like it came together nicely. Right? Tying in all Yep. All of the hardware investments, tying in personal making personal super intelligence feel a bit more real. Right?
Speaker 1:Totally.
Speaker 2:AI that that hustles for you. I think I think that's smart Yeah. Positioning. But it really felt like things came together for the first time.
Speaker 1:Totally.
Speaker 2:And I wouldn't necessarily go so far as to give them full credit as like, if you're really gonna give them full credit for like, this was the master plan all along.
Speaker 1:Oh, yeah.
Speaker 2:Then there's a bunch of other stuff you wouldn't have done unless you were just trying to confuse the market. Yeah. You're trying to just confuse people. Are we doing coding? Yeah.
Speaker 2:Are we are we doing, you know, a knowledge work harness? Are we doing
Speaker 1:Yeah.
Speaker 2:Short form swap?
Speaker 1:Yeah.
Speaker 2:And and so I think him the benefit of
Speaker 1:the four d chess?
Speaker 2:No. Okay. No. No. Tricky.
Speaker 1:But Go with Occam's razor.
Speaker 3:Total credit comes total
Speaker 1:Occam's four d razor.
Speaker 2:Total credit to them for like figuring out how all the pieces connect together.
Speaker 1:Yeah.
Speaker 2:And then putting that in a one hour presentation Yeah. That actually, like, makes sense.
Speaker 1:So what are the pieces that come together? Why does it make sense for Meta's business? Why are they seeing success here when the models haven't jumped to the frontier? The benchmarks have always been a little there's been a lot of confusion on are they gonna sell compute, sell sell tokens, sell you know, go after the coding market, desktop agents, all these different things that they were testing. This seems to be working, and I think there's sort of four key points that come together to make this make sense.
Speaker 1:So first is, like, they have scaled and secured systems for years. WhatsApp encryption is a great example. They have a lot of compute, and so they can offer a VM for millions of people that is secure and also well resourced. And they won't be losing sleep over cost because they already have a lot of the compute built out. And the question was like, when will the demand come?
Speaker 1:Are those GPUs sitting idle? Are those is that infrastructure getting used efficiently? They're building a lot more of it. Do they need to? Well, they got to find a product to actually distribute all that through, and it seems like they have.
Speaker 1:Two was they have the distribution to continually educate people about features and benefits of Muse through big ad placements across the family of apps. I think that there is the world where they've been able to funnel what, like half a billion people over to threads. It's not a particularly differentiated app. Obviously, it's a different community and it's done well. But it's a different challenge because with threads, you can just show someone a text post.
Speaker 1:People know what that looks like. It's more content. They go over there. Jobs finished once you show someone. All you need to show is that their community exists over there.
Speaker 1:They're scrolling Instagram watching basketball highlights and you say, hey, there's some basketball commentary going on in threads, you hop over there. With all the AI agent products, the capabilities change so rapidly that you have to reeducate the consumer on what it's capable of. Like, can it actually deal with parking tickets? Like, if it can, you need to confidently tell someone that. And that capability might change.
Speaker 1:It might it might not work one week, then the model updates, and then all of a sudden you can do that the next week. And so, Chad GPT came out and it was like, it can answer Google searches. It can do your homework. Then it was like, it can write some code. And there's this constant like reeducation of the community.
Speaker 1:Obviously, the early adopters, the enterprise, the business, the startup community tests everything, but consumers don't. Consumers just they they need to be told the new iPhone has an ultra wide camera, the new iPhone has Memoji. Even though Memoji was not a wildly popular feature, Apple told everyone what it was. We know what it is. Everyone sort of knows that that concept because they ran billboard campaigns.
Speaker 1:And Meta has the ability to actually go and tell everyone what Muse is capable of and run an ad campaign across the whole platform to get people back up to speed on the latest and greatest feature. The third is that no one needs
Speaker 2:their Winston says deal quote deal with parking tickets. Hack me out of them we are talking.
Speaker 1:Well, no, no. So the thing is that they are behind on the frontier. They're not dominating all the benchmarks, but it actually doesn't matter because no one needs their personal AI agent to solve a Millennium Prize math problem or secure their enterprise infrastructure from cyber attacks. Like that's not a requirement. The model is definitely good enough for a lot of this.
Speaker 1:They obviously will increase the model and the capabilities, but it's not what consumers worry about. Consumers don't care about benchmarks. They don't understand them. The benchmarks are often hacked or not indicative of the feel of using a model. And so it leans into the capabilities.
Speaker 1:They have near fear near frontier intelligence. They have good enough intelligence. And so if it's good enough to do this, you just roll out the capability. And the harness is what matters. The integration, the distribution, that's what matters.
Speaker 1:So they actually didn't launch watermelon. They've been teasing that for a while. There's been some leaks. It totally could have happened here, but they made the decision to either not rush it because maybe it does just need more time. But also, even if it was ready, I don't think they should have launched it here because Meta Connect is not for that audience.
Speaker 1:Don't care. The air
Speaker 2:The watermelon might scare people.
Speaker 1:Yeah. Yeah. You probably don't want it to be powerful. Then fourth, they, of course, already have a business model that's heavily aligned with this type of use case advertising. We've talked about this idea that brands would love to sponsor agentic workflows.
Speaker 1:You open up a personal AI agent and it says, Hey, the new Nathan Fielder movie is coming out in a couple months. I saw that you were scrolling reels. You seem to be a fan of this. You shared the movie trailer with your friend. Do you want me to get tickets, text some of your friends, share it on WhatsApp, share it in your Instagram DMs and actually make that happen, send a calendar invite, do everything necessary to take care of that.
Speaker 1:And I think movie studios are just one example of a business that would happily pay for placement for extra attention around that particular workflow that they can monetize through the traditional pathway. And then, of course, like, small businesses will buy pixels anywhere. So, you know, if you open it up and there's a full bleed ad Yeah. Like, that's fine. People Yeah.
Speaker 1:Will pay for that.
Speaker 2:So Yeah. The other kind of examples that get pretty crazy is your personal agent, for example, knows that you have home insurance that's set to renew in three months.
Speaker 1:Mhmm. And
Speaker 2:it's like, do you want me to go get three competing bids Yeah. Before we renew? Yeah. It's like, yes. Right?
Speaker 2:And that that's like a Yeah. Opportunity for for some type of paid placement
Speaker 1:as well. Sure. So the vibes, not the app, but the actual vibes at Meta internally, how are the employees feeling? I feel like this is a turning point. I feel like if you're at Meta, you're like, okay.
Speaker 1:Finally, there's a thing to align around. We have a strategy. As long as I do something that's in in in support of Muse and what's going on with the personal super intelligence mission that the CEO and founder has laid out, I'm good. Even if I'm on Facebook Marketplace team and I feel like I'm gonna get steamrolled because of the Nikita Beer take that everyone's gonna be negotiating and low balling on Facebook Marketplace, well, the Facebook Marketplace team, they can say, okay, well now we're gonna build tools for sellers to make that not annoying. And so there's more work to be done and it's more aligned with the overall mission.
Speaker 1:The vibe should be good. At the same time, The Verge ran a story that said the verbs the vibes are internally way off still at Meta, that people are upset about the scattershot nature of the approach, that they're still reeling from like the metaverse misadventures. But I feel like that was like the last hit piece you could write about Meta. And I think things
Speaker 2:are It's hard to starting be feeling that bad when the stock's up 38% in the last month.
Speaker 1:Yeah. And so I think I think it's pretty pretty easy to align all the efforts across what's happening personal super intelligence. And even if you were on like the glasses team, there's a whole narrative of like, well, you were trying to build VR. You came you were in the division that was building the cool Oculus stuff. It's evolved.
Speaker 1:And now it's kinda just a GoPro on your face. There's been some negative, oh, these are just for, you know, people to spy on each other, blah blah blah. But now they even have a version without cameras, and it's very aligned to what the users want. And so the the the the the top line hero initiative, even if you're, like, just on the glasses team and you're like, oh, like, they're building a data center and that's not really anything to do with me or they're working on a coding model and, like, that's not really relevant to, like, getting more people to wear the Oakleys or the Metairie bands. Well, now you are aligned.
Speaker 1:Now you are on the same team. You're rowing in the same direction. And so I would expect the vibes to get better, I think. And, yeah, this is all good news. Super reflected in the timeline.
Speaker 1:But I'm even more excited about the VR glasses. That was the highlight for me. It was the one more thing. I was hoping that we'd get a new VR headset last year. We didn't.
Speaker 1:And no one was speculating that this would drop this year, but it did. And it's very, very cool. So the headline is $1,300 VR glasses. It's a 100 grams, which is the weight of a pack of deck of cards. If you go back, John Carmack was the CTO of Oculus working with Palmer Lucky.
Speaker 1:He came into Meta through the acquisition. He's the creator of Doom. Legendary computer scientist now running, keen, working on AI. He wound up leaving. Very, very disappointing to not have him realize his vision there at the company.
Speaker 1:And he had been pounding the table at Meta. And actually, I I there were some leaks and there was like, oh, this is like a source of frustration because his goal and his mission was to get to a 100 grams for the headset, very light, at a $100. He said, it needs to be cheap and light and then it can go everywhere. Then you can see mass adoption, and then you'll get the developer ecosystem, etcetera. Obviously, $1,300 is not a $100.
Speaker 1:There's been a lot of inflation, but not that much inflation. But it is half the price of the Apple Vision Pro, basically. You're in a more accessible territory.
Speaker 2:Half the price of spec.
Speaker 1:Oh, yeah. It's half the price of specs. And it's I think it's less than 1% the price of a Ferrari Lucha. So Yep. There's that if you're if you're in the market.
Speaker 1:You can just put that on and imagine that you're driving a electric Ferrari.
Speaker 2:Glasses and the car sound the same.
Speaker 1:Oh, yeah. They're both very quiet. But he but he pitched it as three key things. It's a cinema, it's a workstation, and it's a gaming console. You can play VR head VR games on it.
Speaker 2:Felt like they were listening or just like same line of thought as Ben Thompson Totally. Because they're rolling out a bunch of like a 100 experiences, it sounds like a year Yeah. Where you're gonna be able to get some entertainment, live entertainment value from your headset.
Speaker 1:And specifically, sports. Sports. Sports.
Speaker 2:You can sit anywhere in the stadium.
Speaker 1:Yes. Yes. Yes. And you can pick your seat, and I don't think they will be doing the crazy frenetic editing or the cut downs. They have a great deal with UFC.
Speaker 1:Obviously, Dana White's on the board. But it seems like they also rolled out partnerships with so many other leagues to get that there. They also put the the compute and the battery pack on a on a on a puck that you wear on your belt. I love that design. It was very controversial, very un Apple when Apple Vision Pro did it.
Speaker 1:And everyone was like, Steve Jobs never would have stood for this. Well, like, that's the reality of the technology. It doesn't make sense to put a battery on your face, and so put it on put it in your pocket. I've never had a problem with the way the Apple Vision Pro works with the Tether. And they did a good job in the promotional videos of, like, hiding the puck, like you can't even see it there.
Speaker 1:So they're clearly aware that you want to forget about it. And I think in the best case, you actually can. So very good there.
Speaker 2:The other dynamic tabletop typing, so if you have a flat surface in front of you. Bad. Bad? Bad.
Speaker 1:No one wants to do that.
Speaker 2:Says it's insane.
Speaker 1:I don't think I don't think it'll
Speaker 2:I trust him with my life. Okay.
Speaker 1:Okay. Maybe. I I I think people will either connect this to to a computer and just be using their computer or they'll just be using voice. I think that that's like a half measure like the writing. And I think I think it won't be it'll be 99% of the way there.
Speaker 1:So in a demo, you'll be like, this is pretty good. But if you're thinking about actually wearing this for work hours a day, you'll be like, yeah, let me get a $20 keyboard. It has tactile feedback. Like you can actually feel the keys the keys move. I don't know.
Speaker 1:It's good that they did it. Like it it it's clearly cool. It's possible. And especially if you're in a situation where you can't bring a keyboard or a laptop, like, that makes a lot of sense. That is a glimpse into the future.
Speaker 1:I would be surprised if that has if that's the dominant input, like, way people input stuff. They'll either just talk to it because the voice models are good, or they'll be locked in at a computer Yeah. With an actual keyboard. This is
Speaker 2:just an awesome
Speaker 1:Good to have.
Speaker 2:This is an awesome step forward to, you know, humanity living inside a world owned and controlled and monetized by Mark Zuckerberg.
Speaker 1:Instead of trying to purely position it as like this entirely new thing metaverse that you live in and VR and everything's immersive and full like immersion, instead you're like, this can replace your triple monitor display. And you're like, yeah, you know what? I was in the market for a triple monitor display. It was gonna be $2 across three monitors. Why don't I pick up this instead?
Speaker 1:And if they can deliver on that, I still think this might be v one, and and it might be the second one that that actually gets the breakout success and and really broad adoption. The
Speaker 2:Yeah. He did say this is a glimpse of the future. Yeah. Anytime you hear that, you're kind of thinking, okay. Like, I'm gonna get some cool demos.
Speaker 2:Yeah. It's not gonna be dailying it.
Speaker 1:Yeah. I mean, it'll take take a while for the ecosystem. But it was the same thing with the iPhone. Like, the first iPhone didn't have an App Store, didn't have three g, but it kicked off the beginning of of a big revolution, and this feels like it could be that. Also, the the pixel density, they haven't shared the exact specs.
Speaker 1:It feels like it might be five k per eye, which is about 53%, about half as much as the Apple Vision Pro. So there's a world where in six months, we're talking about, ah, it's still not that high fidelity to actually do work on for a full day. A lot of people are running five ks for a single monitor that's only in this much of your vision. You're talking about five ks spread over your full field of vision could be a little bit of a setback. But I think that that is something that definitely gets resolved on the next iteration because the display technology
Speaker 2:What do we think about hologram calling?
Speaker 1:I think it's cool. They they they did legs in VR. It's very difficult to do legs in VR. Boss took the victory lap on that. And I think it blew people away.
Speaker 1:Think it's cool. I think I I did an Apple Vision Pro call with someone who got one the same week. It didn't really, it never really took off because there was never a broad install base. It's all it's all based on like do they sell millions and millions of these things. It's always been hard for for Facebook to develop like a new network that requires hardware distribution.
Speaker 1:Yeah. It's much easier to to go from a friend in real life to we're texting each other, we have each other's emails, and then we're also sending Instagram reels to each other on DMs. Much harder to be like, oh, did you get the device? Oh, I no. I don't have it.
Speaker 1:Oh, I don't have it set up. But of course, you can
Speaker 2:you can
Speaker 1:portal into someone with a which is WhatsApp or or or anything else.
Speaker 2:So Well
Speaker 1:it does seem good.
Speaker 2:There's one thing that is a 100% sure, which is that you will be buying these and I will not.
Speaker 1:That is 100% true. Let's go through the time line, react to some of the reactions. Mark Gurman loves it. He says they're incredible. Half the price of the Vision Pro, one sixth the weight external pack.
Speaker 1:He's stoked on it. What else is going on? They launched in spring twenty twenty seven. The interface is basically the same as the Vision Pro, but it has an absolutely bonkers tabletop virtual keyboard that blows the Vision Pro keyboard out of the water. Yeah.
Speaker 1:Because the VisionPRO keyboard, like, hovers there. You're not supposed to really use it. It's a terrible keyboard. What else is in here? I underestimated Zuck's game, Ryan says.
Speaker 1:It's a hearing aid. You can't tell me I can't wear my metaglasses anymore else you'll be going against ADA, the Americans with Disability Act. That is sort of crazy that there's all this backlash to smart glasses. Maybe there will be a next wave of restaurants and bars that say, No, you can't wear those there. But if you say, no, it's my hearing aid, you can't, that's some that's some four d chest.
Speaker 1:Are you giving Mark Zuckerberg the benefit of Occam's four d razor on this one?
Speaker 2:No. I just think it's I think it's cool.
Speaker 1:Think it's just cool independent. I don't think it's actually
Speaker 2:looking pair of I was meeting meeting with an older Yeah. Friend the other day and his hearing aid set up was like this like, you know, seemed like kind of clunky and if he could just throw on it. He was wearing glasses. If he could have just thrown on a pair of glasses and be like, cool. I'm I'm in business.
Speaker 2:That would been awesome. So I think, again, what many people forget about glasses is that smart glasses are way more appealing if you have a need for them outside of just wanting smart glasses. So if you just want, you know, if you need help with your vision or you need help with your hearing, think these are gonna have much stronger product market fit.
Speaker 1:Don't you think if you're wearing if you're wearing camera glasses, VR or AR, you know, Meta Ray bands, It has a camera there. It should be it can see your hands. Right? It can see your elbow. So if you're playing beer pong, it could tell you, hey, back up It
Speaker 2:should be flashy.
Speaker 1:You're gonna lose a point. It could go to your agent and and kick off an agentic workflow to schedule you with a professional beer pong coach, have them come to your house and do hours and hours of drills so that you never make that mistake. Is this vaporware if it if it didn't happen? Because we saw Mark Zuckerberg get caught with his elbow over the line
Speaker 2:Way
Speaker 1:over beer the beer pong.
Speaker 2:I don't know. I just don't understand why glasses smart glasses CEOs go out in public without wearing the smart glasses.
Speaker 1:Oh, he's not wearing them.
Speaker 2:And it's like Evan Evan is doing interviews all the time without, you know, wearing, you know Yeah. Speaking, you know, at places like Sun Valley not wearing the glasses. Is, you know, all the time out in public doing things not using the glasses. I mean, they they make clear versions of them. Right?
Speaker 2:Mhmm. So if if the glasses are if the product's so good and everyone should buy them, shouldn't you have them on at least half the time that you're out socializing?
Speaker 1:I personally think if if you see Jensen at a conference, he should be having an NVL 72 in a backpack. He should have a rack and he should be No. Carrying it I did notice, so he was wearing a very special watch and everyone's obsessed with Mark Zuckerberg's watch collection. He always debuts a new unique piece every time he's on stage. But I think the watch thing, it's getting a little old.
Speaker 1:I would like to see him get into cars a little more. And I'd like to see him drive on to on stage on like, you know, Gordon Murray t 50. And do a
Speaker 2:and burn and do a quick burnout.
Speaker 1:Quick burnout. Yeah. Exactly. Something to show that he's not he's not one dimensional. No.
Speaker 1:My hot take about this beer pong elbow violation is I don't care about these. I think that people who play beer pong and worry about elbow violations are pedantic and annoying. And I think that it violates the spirit of the game. So I think that there's no problem with this at all. Think if Yeah.
Speaker 1:You're the type of person that's like, oh you you put your elbow over your nerd and you're not having fun and you're ruining the fun for everyone. And it doesn't actually make that much of a difference whether you threw from two inches forward to two inches back. It's I
Speaker 2:mean, does make a difference, John. Yes. Difference. But But the the point is to this like
Speaker 1:the gentleman the gentleman is not you might address it if it's habitual
Speaker 2:Shane is saying clearly Shane is bringing Shane is bringing up the bungee in the chat. I think Zach is gonna have to get a proper setup, get down in the bungee, spend two, three years in the bunkie
Speaker 1:Beer ponds. Beer ponds. Okay. Yeah. I don't care about it.
Speaker 3:I think cheating is wrong.
Speaker 1:Oh, okay. You you hold the line. Law and Order guy over here.
Speaker 3:I'm just late.
Speaker 2:We gotta talk Charm. We
Speaker 1:have the charm. The charm. The tomahawk?
Speaker 2:So this was added second. Mike Isaac says, Mark does a one more thing with a new hardware device AI agent called Muse Charm. Voice activated and palm sized. Out in time for the holidays. This feels super smart.
Speaker 2:People already think Muse is super cute. It's it's a It's Laboo enabled Laboo Boo. Yeah. Basically.
Speaker 1:Which is extremely popular. Like the most dominant consumer product in the last couple years. And so it's it it it's distinctly sort of like outside of the tech bubble. The the the the quirky, liboo boo is is is not like the refined edge of like a cyber truck or even an Apple product. But Meta has been sort of not blinded by the the the the clean aesthetics and instead they're like, yeah, this is just a cute fun thing.
Speaker 1:And so people will actually like this. They know what people like. So
Speaker 2:Avi should Oh, over a friend responds. The market has spent billions trying to compete with me and I'm still winning.
Speaker 1:Let's go.
Speaker 2:That is the right attitude. Right attitude. That being said, I don't see people really using the Muse charm that much over over time. Like, think it's like a fun I think it's a fun kind of like toy gimmick thing. But I think it's the kind of thing that people get.
Speaker 2:It's funny. It's worth doing for Meta because it should be
Speaker 1:Yeah. Yeah. But they'll still be on
Speaker 2:the phone
Speaker 1:100% of the time.
Speaker 2:But It'll be I mean, that's spliced. It'll be viral
Speaker 1:and you can talk to it.
Speaker 2:I like to
Speaker 1:get these these like narrow one off hardware devices for like one interaction. Also, it's just like it's a it is it is a more wide open space for them to sort of try and come into devices. Start you like, you have the glasses, then you get this. And it's like slowly they're eating into more of the device footprint in people's lives even if it's at the I
Speaker 2:I would expect them to sell this just at a loss. It's like good marketing for the core product.
Speaker 1:Do we have a price? I don't think we do yet.
Speaker 2:We don't have a price yet. But this feels like something that at most you price at like Yeah. $99. But probably he tries like, again, he's selling a lot of hardware at negative.
Speaker 1:People are gonna wear this as a watch potentially? Like, you're gonna wind up with the the AP swatch thing Yeah. That's where people wrap this.
Speaker 2:For your most swagless friend.
Speaker 1:What's going on with Australia and OpenAI? Tyler, you dug into this? So Jordy shared, like, the high level news, which is that as part of, the hugging face rogue AI agents going all over looking for everything on the Internet, that Australia had been hacked. But what actually happened here?
Speaker 3:Yeah. I mean, I I think a lot of the details are still not, like, fully Mhmm. Revealed. The Australian prime minister was, like, really up in arms, like, oh, they hacked and they didn't tell us for for, you know Sure. Weeks on end.
Speaker 1:Yeah.
Speaker 3:But it it seems like the consensus now is that, well, like, the the hack was essentially that there were some, like, unlisted files Mhmm. That were still, like, publicly accessible. Yeah. But they're just, like, not listed anywhere
Speaker 2:Yeah.
Speaker 3:And then the agent, like, found those. Yeah. And so they're saying like, oh, they hacked into us but, you know, there was no like real personal identity revealed at all. Yeah. And like these are they're private in the sense that like you can't just like Google search can't for
Speaker 1:navigate them. There's no link if you just click a button. Yeah. But if you
Speaker 3:But if if you're scraping
Speaker 1:Yeah.
Speaker 3:If you're doing some kind of
Speaker 1:A funny story about that. In 2012, I had a buddy who was, know, I don't know, hacker hacker ish software developer. Not not actually like hacking into things, but just capable with computers. And he he was scraping the I think it was maybe Boston Dynamics, but it might have just been like a humanoid robot company at the time. And there was a there's a tool where you can go and get like a list of files and URLs on a server.
Speaker 1:You can just ask for it as a web crawler. You don't actually need to, you know, click through all the links and look at the HTML. You can just see what does this server actually have? Let me go browse it. And one of the images was, like, a artist rendering of the humanoid like with a gun like full like murder bot mode that never made it to the to the like publication.
Speaker 1:It was never like, yeah, we're gonna do that. Because it was like, we're still in friendly mode. We were like, wow. Like that's that's wild. So this I mean, this stuff has happened, you know, years ago.
Speaker 1:And so not quite a hack,
Speaker 2:Certainly. But hacking equivalent of elbows over the table.
Speaker 1:Oh. Yeah. Yeah. I think that's accurate. Bentley's first electric car is set to be half the price of the Ferrari Luche.
Speaker 1:The launch of the luxury car maker's Torcal SUV is aimed at younger and first time customers. What do you think? Are they over their skis with an EV at a time when people are sort of moving away from it? Or does it work for this particular luxury SUV buyer?
Speaker 2:Well, I don't think we're gonna be seeing a lot because Bentley is just not selling a lot of cars right now. But Yeah. I think the car looks great minus the grill.
Speaker 1:Instead of recreating the v eight engine noise, the EV has a propulsion sound handcrafted by musicians with a unique blend of sounds from percussion, crystal glass, birds and the tapping of leather. So as you drive it, it sings you a song. The Volkswagen owned luxury brand said it had also completed a $350,000,000 investment to design and build the Torcal at its plant in Crewe, bringing the total investment in The UK automotive sector to more than $1,000,000,000 The EV launch comes in a challenging period for Bentley as it struggles with slowing demand in China, fallout from Middle East conflict, higher US tariffs. As with the broader VW Group, Bentley has slimmed its workforce as profits and vehicle deliveries have declined. It's serious.
Speaker 1:We have to bring back the competitiveness. We have to be quick. We have to work harder. You can hear. This is the sound it makes when you drive it.
Speaker 1:I suppose. You hear the oh, it's the finger on the edge of the glass.
Speaker 2:Can you
Speaker 1:hear that? Was there anything else we need to talk about? Congratulations to Huberman Lab. Andrew Huberman is number one on the New York Times bestsellers in advice, how to, and miscellaneous for protocols, an operating manual for the human body. You can go pick it up everywhere books are sold.
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