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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 had a math breakthrough. We had a math breakthrough. We have been trying to calculate... It's really, really hard, the number of days till Christmas. So you take the the the date of Christmas, 12/25/2026, and then you subtract the number of days, 10/27/2026.
Speaker 1:And it's difficult because the different months have different numbers of days in them. Some of have 30, some of them have 31. So it's a complex math equation, but we had a breakthrough, and we have a countdown to show you the results of this mathematical finding. They're saying Fields Medal for this. They're saying huge development, fifty eight days in total And Nikesh Shivar is 58 years old.
Speaker 2:Fun.
Speaker 1:Doesn't look a day over 40, personally, but I So, don't yeah, mean, obviously, you can watch the show yesterday for the Anthropic stuff. That's what's on the cover of the The Wall Street Journal and Financial Times. But there's a couple other stories that are interesting. So we're we're we're gonna, you know, continue covering what's going on in the market. But this new project from Palmer Lucky over at Anduril is very, very interesting and very fun.
Speaker 1:It's a new laptop. So Anduril and Qualcomm just announced a new American made laptop called Blue Chip. The first laptop they're saying is going to be available in 2027. That's right around the corner. They're going to build it for the government, and so you're not going be able to get one of these personally, unfortunately.
Speaker 1:But hopefully, there's a consumer product in the works eventually because increasingly, it's... With AI and stuff, it's pretty doable to use Windows to go back and forth between Windows, Mac, even throw on some Linux. All these different OSs are very fungible, mutable. You can sort of change and do whatever you need to. You need a particular piece of software.
Speaker 1:Like, I always had this where on PC, Windows has amazing window management, kind of in the name. But if you have two screens, you can just hit the Windows key and then left, and it'll put it perfectly on 50% of the screen to the left, 50% of the screen to the right. And for years and years and years, Apple didn't have that. Mac has since gotten the feature, but whatever feature is hot in Windows or hot in Mac, you're just going be able to vibe code exactly what you want and be able to do it, usually, unless it's like some crazy server side stuff. But in general, I'm very bullish on new hardware, new mutable hardware, and I love the fact that this one is going to be made in America.
Speaker 1:What's interesting is, you know, Palmer is obviously been on the reindustrialization train for years. Anduril is a big piece of that. Mod Retro is also pushing for that. It's part of the thesis, reindustrialization. He's spoken at the reindustrialized conference about this.
Speaker 1:Clearly cares about bringing manufacturing capacity back to America. And it certainly seems like it's a good time in the age of AI to have a lot of indigenous supply chains around manufacturing of both consumer and enterprise equipment. But he's quoted as saying, It'll be the first time in over twenty years that a laptop was made in America. And I want to fact check that. And I think it's actually worse than what he said.
Speaker 1:I think he was underselling it. I think it is like way over 20. I think the last one that the American made laptop went into production, like, '93. But Jackson over there on our team, who's dressed down today, there's no Dale Earnhardt going on. A little quiet luxury going on in the ultra down.
Speaker 1:Brutal. So this is the blue chip. This is from for this is from Anduril and Qualcomm. It's built for government defense, first responders and public safety workers. So maybe the way to get your hands on this volunteer firefighter, you know, volunteer police officer.
Speaker 1:You do some ride alongs. They give you
Speaker 2:the blue
Speaker 1:chip, maybe. I don't know. This is gonna be a hot commodity. So any way you can get your hand on it, is, is probably valuable.
Speaker 2:Quick breaking news.
Speaker 1:What's it?
Speaker 2:It is Nollie's in the YouTube chat's birthday. Oh, happy birthday. That's great too. Happy here today. Hope you're having a wonderful...
Speaker 2:I hope it's the best birthday of your life.
Speaker 1:Wow. Is it... Is that... Is his is the birthday too close to Christmas? Is there...
Speaker 1:Is this a birthday that you're like, oh, people are gonna start gifting you, like, combined gifts? Because they're like, oh, your birthday is so close to Christmas. It's only fifty days apart.
Speaker 2:That to me?
Speaker 1:No. To him. Fifty... He's fifty day... Fifty eight days away
Speaker 2:from Christmas. I know. I'm I'm hours. I
Speaker 1:never realized that about you. That's like... I mean, I I obviously knew, but the the implications and the ramifications, you know, changed you as a person.
Speaker 2:Yeah. This may as well be road to my birthday.
Speaker 1:Yes. Yeah. But it's it's sort of foundational lore. Like like, you were born, you know, so close to Christmas.
Speaker 2:No. I was born
Speaker 1:spirit is embedded in you.
Speaker 2:The farthest I possibly be away from Christmas.
Speaker 1:Oh, yeah. So you had to grind.
Speaker 2:So for me, my whole life
Speaker 1:sixty four days a year.
Speaker 2:Knew Yeah. All I knew was that that initial road.
Speaker 1:It's kind of a nightmare. Yeah. Okay. So
Speaker 2:you're But it formed me into the man I am today.
Speaker 1:When you were in the delivery room, being born into this world, you had the hardest road to Christmas possible. Yeah. Three hundred and sixty four days till Christmas. That's brutal. Glad you overcame that.
Speaker 1:Yeah. It's it's impressive what you've done. Anyways. Anyway, let's pull up the blue Bring your watch. Video because I wanna see what Palmer Lucky has to say about this new American made laptop.
Speaker 3:America built the first electronic computer to win a war. During World War II, the US Army Ordnance Corps needed a faster way to accurately calculate artillery firing trajectories. So American engineers built the world's first modern computer, and that breakthrough kicked off an entire industry that changed the world. Then we gave it away. We outsourced the manufacturing of the technology that we invented.
Speaker 3:Now, we depend on other countries, including our greatest strategic adversaries, to make all of the hardware that runs our businesses, powers our economy, and protects our national That's insane. Any country that can't build its own computers can't secure them. If you don't control your technology, you can't control your future. Eighty years ago, America pioneered modern computing to defend our nation. Now, we're bringing it home.
Speaker 3:This is blue chip. American designed, American built. Other companies might design their computers in The US, Anduril makes them here. Yet we're making parts out of metals that The US knows how to extract, knows how to refine, knows how to process, and knows how to mill at scale at a reasonable price. And that goes for the entire laptop.
Speaker 3:The same thing goes for the battery technology. We need to design things that survive very, very rough environments. And so what we've designed is a chassis that makes it very, easy to replace the bottom shell and even the top shell, you can easily integrate things like solar panels, other soft goods, other service insignias, even things like
Speaker 2:Imagine LARPing with this.
Speaker 1:Yeah. When I'm a volunteer firefighter, I'm gonna be pulling this out.
Speaker 3:America's comeback. Anduril's making sure that the machines we depend on every day are machines we can actually manufacture ourselves.
Speaker 1:If I do. This hat frustrates Jordy incessantly.
Speaker 3:This is America's birthright.
Speaker 1:Because he doesn't have one, and he wants one. Thundering silly jokes. Okay. So couple problems with this launch video. There was there were no there's no video of Caveman making fire.
Speaker 1:There there was no video of the Model t.
Speaker 2:No Wright Brothers.
Speaker 1:No Wright Brothers. No Wright Brothers. And then no moon landing.
Speaker 2:How did they feel? How am I supposed to know what to feel?
Speaker 1:Yeah. And then no nuclear bomb detonating. Just actual relevant footage to the product that they're launching. Yeah. And a direct history and clear message from the founder and the creator.
Speaker 2:Make it make sense. Yeah.
Speaker 1:It's sort of odd.
Speaker 2:Really bucking the trend. I don't even know what to think about it.
Speaker 1:It's contrarian. It might work, but it seems so risky to not include at least at least a scientist.
Speaker 2:Thirty to sixty seconds. Yeah.
Speaker 1:Yeah. Cut really fast, you know?
Speaker 2:Yeah. Yeah. Three seconds. Three seconds. Three seconds.
Speaker 1:Yeah. At this point, like, the the the rules have been established. You have to copy the Founders Fund Vibrio if you're launching anything. Doesn't matter what you're launching.
Speaker 2:What was it? 2019?
Speaker 1:It was 2019 or...
Speaker 2:2020.
Speaker 1:Yeah. Annual meeting twenty twenty, something like that. Yeah. Mike over there, fantastic, kind of invented the genre of Vibrio and, of course, mixed a lot of things together in an interesting way that was not just pure tech. There's a whole bunch of other culture stuff in there.
Speaker 1:This is, know, jokes aside, this is a great launch video because it's only giving you the B roll for the... For what's relevant. So, like, he's talking about the history of the American made computer, and they show you what the military was up to at that time. And then he talks about the computer that they made, and they show you the computer.
Speaker 2:Yeah.
Speaker 1:It's like, this is the way you do a launch video. Very, very exciting.
Speaker 2:Yeah. The Vibrio launch video is so dead. You can only bring it back in the year 2050. You said... By 2050 Yeah.
Speaker 2:I think it will be kind of a cool nod Yeah. To the twenty twenties to use it. Be kind of like an if you know, you know.
Speaker 1:Yeah. Yeah.
Speaker 2:Yeah. And it'll be fresh again.
Speaker 1:Callback.
Speaker 2:Yeah. But for now, simply do not do it Yeah. For the next
Speaker 1:I know why you're so annoyed by the the
Speaker 2:Twenty odd year.
Speaker 1:All the knockoff vibriels. It's because it's beating a dead horse, and we love horses around here. And so it's extremely rude to beat dead horses generally, and this is a dead horse that we definitely don't wanna be beating. So, in that video, Palmer explains how American engineers built the world's first modern computer, and that breakthrough kicked off the computing industry. According to Palmer, any country that can't build its own computers can't secure them.
Speaker 1:That's a really good point, especially in the era of potential hardware flaws that could create cybersecurity risk. We got to secure this. I've heard I don't know if it's actually like a confirmed story, but that at one point or maybe currently, like the NSA has their own fab to make chips because they don't want to make computers that run their code that are insecure because what if a foreign country inserts a backdoor into the chips that they're racking to run their code? So they want to own the vertical stack, but it's very small scale and it's also not the cutting edge fab process that is available internationally, but it's like good enough for what they were doing at the time. But I think that might just be a rumor.
Speaker 1:But if you don't control your technology, you can't control your future. Palmer says, eighty years ago, America pioneered modern computing to defend our nation. Now we're bringing it home. What do you think of the design?
Speaker 2:I like it.
Speaker 1:Anything else to say about it?
Speaker 2:I think it's good. I think the strap is good.
Speaker 1:Okay. And then Tyler Cosgrove review. Comment in hot... No. I like I like the fact that it has this, like, rough texture on the top, but then it has this little cutout for, like, a little bit more geometric detail and they cut the corner off.
Speaker 1:I don't know if can see it, but if you zoom in, there's
Speaker 2:I think it's good.
Speaker 1:Going
Speaker 2:on. And I also think they designed it well.
Speaker 1:Okay. Got it. Thank you. That's fantastic. So let's go through quick history lesson
Speaker 2:on No. It would be... Like, the the funny thing is from a retail standpoint, it would be really cool to have just an extremely rugged computer. Like, part of what I love an iPhone is you can really... Like, you can really hammer on it.
Speaker 1:Okay.
Speaker 2:And it's good. Right? I mean, it certainly shows it's... It it definitely is Yeah. Yeah.
Speaker 2:You know, not doing anything that doesn't happen Yeah. Day to day falling on the ground and things like that.
Speaker 1:Sure.
Speaker 2:But having, like, a really rugged, robust personal computer would be cool. Like, throwing it across the room Yeah. Throwing it on the couch Yeah. Throwing it at you. Okay.
Speaker 2:Like, if I have a funny video on my computer, if I could just throw Okay. It at
Speaker 1:Yeah. So let's go through the history of American made computers. Give a list... Give us a little bit more detail on the history here, how America built them, and then lost the capability to build them domestically. So the Osborne one, founded in California, built in 1981, first commercially successful portable computer.
Speaker 1:It had a five inch screen, smaller than an iPhone, two floppy drives, 64 kilobytes of memory, kilobytes, not even a meg of memory. Now we're in gigs of of memory, And it was priced at $1,795. That's pretty expensive. The company filed for bankruptcy in '93, just two years after launching it. But you can see there, you pull that out, people know you're doing business.
Speaker 1:Don't you think? I think that makes a statement. What do you think?
Speaker 2:Oh, I love it.
Speaker 1:You want a Frisbee computer? What are you laughing at?
Speaker 2:No. I love this. I mean, imagine pulling this out on a commercial aircraft Yeah. You know, in the eighties to just click clacking away.
Speaker 1:It'd great. So Grid Systems, which was founded in 1979, launched the Grid Compass in 1982. This is the first true laptop looking device. That other one is kind of like a box. This looks a little bit more like a laptop, built with a folding screen.
Speaker 1:It was priced around $8,000 and it was used by NASA aboard the space shuttle. That's a fun fact. Then in the early '80s and '90s, we saw the first mass market laptops in the hands of consumers. Houston based Compaq launched the LTE in... I think Jack is taking the Texas victory.
Speaker 2:From the H.
Speaker 1:Straight out of the H. In 1989, it delivered nearly desktop equivalent IBM PC IBM compatible PC in a six pound notebook sized package with battery power and floppy disks. Then in 1991, Apple launched the PowerBook, and look at Apple's design language back then. This was 1991. Wow.
Speaker 1:'91.
Speaker 2:Insane stagnation.
Speaker 1:You think this is better than what they got going on now?
Speaker 2:No. No. I was just like... The the... Like, we were just like, you know, the the the
Speaker 1:Oh, getting so much better.
Speaker 2:Century was just
Speaker 1:like Oh, you're watching everything getting so much better. And then and then for the last, like, ten years, it's been like
Speaker 2:another MacBook Pro. My computer, and I'm looking at that, and it's like it's a gray notebook. It's the same thing? Keyboard.
Speaker 1:And here's the the Stagnation Mobile itself, the Stagnation Book as you call it. Apple has officially unveiled the 14 inch MacBook Pro with the powerful m six chip. Preorder start October 28 tomorrow. It has 12 core CPU, 30% faster graphics. It's thinner, lighter, faster, stronger, all the same thing.
Speaker 1:Twenty four hours of battery life. Changes everything. Like a MacBook Pro because we're sort of at the end of history. They're same thing with the iPhone. Like the new iPhone looks like the iPhone from five years ago.
Speaker 1:It's a little thinner, lighter, faster, stronger, all that. But basically the same device. There are... The the rumor from the Gurminator is that they're doing a touch screen one, which feels a little incremental to me. I don't know.
Speaker 1:I I I I... The the touchscreen has been around. Touchscreen laptop has been around for a while. It's mostly just been like a jump scare for BDRs who are rocking a Windows PC with a touchscreen, and they can just go, and you're like, woah. What are you doing?
Speaker 1:You know? Have you seen it when you do that?
Speaker 2:Yeah. What what's, you know, people... Some people think all laptops are touch screens.
Speaker 1:That's true.
Speaker 2:And it's deeply offensive Mhmm. To my culture.
Speaker 1:Well, it's gonna get more confusing.
Speaker 2:Well, yeah. It's gonna get way more confusing.
Speaker 1:Because a lot of people are gonna Already you have the touch screen.
Speaker 2:Yeah. Nothing worse than somebody, you know Rubbing the on your screen. Putting their putting their grubby fingers on your screen. Hey. It is gonna be it is gonna be...
Speaker 2:I'm I'm interested to see, like, do they reinforce the hinge so you can really, like, properly press on it? Or is it gonna be like your, you know, like...
Speaker 1:You want like a boxing game where you
Speaker 2:punch real hard? Look what's happening. Like what's happening.
Speaker 1:Oh, yeah. Like... That's actually a good point.
Speaker 2:Yeah. They're gonna have to reinforce it. Otherwise, it'll just be like again, like, it'll be like Fixed standard. You're gonna see like another wave of like, you know, 10,000 posts like Steve Jobs would be, you know.
Speaker 1:Man, he set the bar too high.
Speaker 2:No. So annoying. That's the whole point.
Speaker 1:I guess you're right. Yeah.
Speaker 2:That's the whole point. Yeah. The bar was set so high that you had decades of the world's best product design and development.
Speaker 1:Every other company, people are just... In human history. Oh, this is like a pretty good upgrade. And whenever it's Apple, it's like, Steve Jobs never allowed this, blah blah blah. There are some there are some funky stuff in the old Jobs era Apple portfolio.
Speaker 1:There are some odd devices. Like, let's be clear. It's not all not all. We only remember... We had a little bit of selective memory with the the Jobs era Apple products.
Speaker 1:OpenAI has some additional announcements in the world of math. Dan Roberts says, We are announcing three new discoveries in mathematics, computer science, and physics about harmonic analysis, complexity theory and quantum field theory. And this was a post that went out, and it had to make it through the ringer to actually have the impact that I think it eventually did. Andrew Curran contextualized a little bit more. OpenAI has announced three new discoveries in mathematics and computer science, local smoothing and the Kajaka conjecture, Kajakaia conjecture.
Speaker 1:The exponential time hypothesis is false. Exposed. You asked, they answered.
Speaker 2:Exposed for not being I do not adapted. To
Speaker 1:know this. I I'm not a... An advanced mathematician by any stretch of the imagination.
Speaker 2:That's how
Speaker 1:it's Oh. Oh. Okay. Break it down for us. Get out the whiteboard.
Speaker 1:Explain the exponential time hypothesis. Explain the cocky conjecture. Everyone was asking. But, but people people were excited about this. There's a big long post from, Rashaab Karnawat who says, many of you don't understand how serious this is.
Speaker 1:That's me. So let me break it down for you. In computer science, there's a famous kind of puzzle called 3SAT. You are given a long list of yes or no switches and a set of rules about how they must be arranged, and you have to find a combination that satisfies every rule. The obvious way to solve it is to try every combination, but each new switch doubles the number of possibilities.
Speaker 1:So a puzzle with a few 100 switches would take longer than the age of the universe to brute force, so it becomes exponentially complex. For decades, the smartest people in the field found clever tricks that made this a little faster, but every trick still hit the same wall. The time required kept exploding as the puzzle grew. For about twenty five years ago, two computer scientists, Russell Impaghlazio and Ramamohan Mapatturi, working with Francis Zane, turned that wall into a formal idea. They proposed the exponential time hypothesis, which says this explosion is no longer a failure of human cleverness, but a law of nature, no algorithm, however brilliant, will ever solve 3SAT without the time blowing up exponentially.
Speaker 1:Nobody could prove it, but almost everyone believed it, and it became one of the foundations of modern computer science. And now an internal model at OpenAI claims to have broken it. It says it found an algorithm that solves these puzzles meaningfully faster than the hypothesis allows, and it has checked the proof in a computer verification system called Lean. And here's the remarkable part. The very people who propose the hypothesis, along with MIT's Ryan Williams, are now leading the public review of whether a machine has disproved their own idea.
Speaker 1:It does not mean everything becomes easy. The new algorithm is still slow in absolute terms, and this is not the famous P versus NP problem being solved, but it means our map of what's possible was wrong in a place where we were very confident about it and that AI redrew the line. So there you had a take on this of like, okay, a lot of people are just like, okay, cool math result, right? But like, what's the practical application? And there are some knock on effects that are interesting.
Speaker 1:Do you have anything to lay out there?
Speaker 2:My my continued take is that anytime you see a breakthrough like this that is like against a sort of an open problem that's just generally expanding humanity's knowledge Mhmm. That isn't exactly immediately commercial. Yep. You have to assume there's many other highly commercial discoveries happening
Speaker 1:Yep.
Speaker 2:In the background that people, both the labs and people individually are not sharing broadly because they made a discovery and there's an opportunity to monetize it. Sure. And so I think that that is like... That any any time there's like a big breakthrough, my head is just going to everything that's not being shared.
Speaker 1:Yeah.
Speaker 2:And that's what I'm actually like So it's still probably more
Speaker 1:advances in AI research, advances in bio that need to go through actual testing.
Speaker 2:Yeah. Material science.
Speaker 1:Material science that might need to be patented at the very least, advances in cybersecurity that need to be rolled out incrementally and can't just be sort of thrown over the fence. A lot of these math results, it's totally fine to just get them out into the math community, have everyone engaged with them immediately, but every other industry is sort of more unique. Anyway, back in the AI world, Sam Parr is sharing the journey of Jack Clark over at Anthropic from reporter to anthropic founder. Mike Moritz is another journalist to tech billionaire guy. What what a crazy run.
Speaker 1:Yeah. It's fun because Joe Wiesenthal, like, knew Jack Clark. I think they worked together maybe at Bloomberg or at least over over overlapped in the journalism world. And I think Jack went back on odd lots to talk about the journey. Do you
Speaker 2:think Joe Oswald is gonna get in the arena? Maybe.
Speaker 1:I'd like to see...
Speaker 2:Mean, ships.
Speaker 1:Like to see... Yeah. He's gotta start, like, a Neo Cloud. I think that's the that's the move for Joe. Or maybe,
Speaker 2:like Okay.
Speaker 1:Straight to oil and gas extraction.
Speaker 2:Yeah. I mean, his band, you know? Light Sweet Crude.
Speaker 1:Yeah. Yeah. Light Sweet Crude. He should get in the game. Start start mining some stuff.
Speaker 1:It's time. There's a... There... There's more interesting reporting from the Anthropic s one. Anthropic founders apparently can name secret successors.
Speaker 1:We were discussing this yesterday. We were like, okay. So there's seven founders that all have the class f shares or something. What was it?
Speaker 2:There's one... Isn't it one class F share?
Speaker 1:It's a single class F share?
Speaker 2:Yeah. That that is held by Founder LLC.
Speaker 1:Founder LLC. And Forbes is reporting that the Anthropic ers can name secret successors. Anthropic's IPO includes a private line of succession confidential lists of would be heirs to its Founders voting power chosen by the Founders and approved by one another. So you actually have to go to the rest of the group and say, I'm giving this to my son or I'm giving this to my brother or my
Speaker 2:My shrimp.
Speaker 1:Spouse, my shrimp. I don't know. Whatever whatever you want do. My dog, domesticated bear. I don't know.
Speaker 1:But... Yeah. I mean, clearly, we have thought several steps ahead
Speaker 2:of what
Speaker 1:reporting is.
Speaker 2:This rocks. There's no one... There's no one... There's there's no company doing it like this. These are these are seven live players
Speaker 1:Yeah.
Speaker 2:That decided on a structure.
Speaker 1:Yeah.
Speaker 2:And of course, things could change over time. But this feels like quite different. And it's cool to be thinking... It's cool to see a company thinking in centuries.
Speaker 1:Yeah. It's true. Yeah. Beyond decades. Yeah.
Speaker 1:What what other American dynasties are still doing?
Speaker 2:Walmart? Canter says they're gonna give it to a future model.
Speaker 1:Oh.
Speaker 2:ASI run board. Yes. One share for the for the final model.
Speaker 1:They could have a they could have like a some sort of contract between them that in Founder LLC, the decisions are actually made by the model, which should be interesting. Who knows? I have a feeling that's not the way it goes though. It doesn't feel like that's the plan. But I don't know, I'm still very interested.
Speaker 1:Like is Ben Bernanke happy about this? Like he had you know, he's on like the super board, I forget what it's called, like, the the trustee board or something like above the board. Like, Yasmin is on the actual board, and then Bernanke and there's two other, like, super board members who...
Speaker 2:And the Founder LLC is kinda like the cool kids table. Yeah.
Speaker 1:So so how how does the how does the Bernanke board feel about it? I don't know. We'll see. It's a lot of different governance. A lot of different governance.
Speaker 1:A lot of lot of lot of stuff to untangle for the media. But good luck out there if you're reporting on on Anthropic.
Speaker 2:So do wives.
Speaker 1:Yes.
Speaker 2:Put the timeline in turmoil. Speck said it's like TBPNYC and Call Her Daddy Had a Baby nuke. Anyways, so here's the thing.
Speaker 1:Yes.
Speaker 2:Sarah and Vivian, I believe, are rage baiting. Okay. I believe they're sort of intentionally rage baiting.
Speaker 1:They talk about this in the episode. They said they wanted to go further with the rage bait and they wanted to call the show, or one of them wanted to call the show, Trophy Wives as a joke, but it would have been even more of a rage bait than Yeah. Think. Yeah. That that...
Speaker 1:That's
Speaker 2:what But he backed I believe they... Well, working. It's working. It's working maybe a little too well. But
Speaker 1:This post is so... The stats on this post are so funny. A million views, 450 likes, a 160 comments. They somehow got the made with AI tag on it, which I have no idea how you do that when it's a podcast clip. Like, it's clearly not AI.
Speaker 1:The lighting is amazing and the production value
Speaker 2:We is don't know that.
Speaker 1:Okay. Maybe this is some new model that's fantastic. Yeah. People are not are not reacting well outside of the tech bubble. I think inside, people will be into just like, yeah, like hanging out with some people who are tech insiders and just hearing them talk about...
Speaker 2:I think it's probably like a very relatable conversation for people that live in SF. Yes. That's And then... Totally reasonable. But but then the video is being seen by people all over
Speaker 1:the world. Well, this is kind of what The Economist said about us. Remember? The headline was Economist TBPN. Let me see.
Speaker 1:It was Superstar podcasts are Silicon Valley's way of talking to itself, but to much of the world, the sound is jarring. So that's what The Economist said when they talked about us all in and do our cash. And and the and the critique was like, lot of what we're talking about just makes no sense unless you're following tech pretty closely. And this is another example of this. What do you think?
Speaker 2:Yeah. Halo in our chat says, need that Christmas countdown, then I dip.
Speaker 1:You go.
Speaker 2:Just coming in right just for the open.
Speaker 1:Yeah. Yeah. Needed that.
Speaker 2:Just... Thank you.
Speaker 1:Yeah. No. I'm good.
Speaker 2:Back to work....
Speaker 1:Anywhere else. You can't Google it. There aren't websites for it. Can't You calculate it yourself. There's no apps that would do a countdown on your phone.
Speaker 2:You can't even ask the models.
Speaker 1:You can't even ask the models. They don't know how. DoorDash is in advanced talks to acquire delivery rival Instacart. The deal could complete
Speaker 2:Let's give it up for advanced talks.
Speaker 1:Advanced talks. The deal could be completed as soon as this week and value Instacart around $17,000,000,000. It's a pretty great... I I don't know where Instacart's been trading. I don't know what its all time high has been.
Speaker 1:But I know as a YC company, it's from an era where $17,000,000,000 is a grand slam. I'm just impressed with that as someone who saw them when they were in YC. But...
Speaker 2:And you invested, of course.
Speaker 1:Of course. Of course. I definitely backed up the truck. Play the sound effect for me when I had $5,000 in credit card debt, negative net worth, not not investing in Coinbase, not investing in Instagram. Instacart was in my YC badge.
Speaker 1:Like, I got the demo. Like...
Speaker 2:What? What?
Speaker 1:Instacart was in my YC badge. Like like, they were, like, at the YC demo day with us and, like, we were at parties with them. I remember just hanging out on a roof in San Francisco with them and didn't write a single dime in.
Speaker 2:You know a lot about the history. Anyway. Pop quiz. What is Instacart's entity called?
Speaker 1:Oh, that's a good question. I don't know. I I I can't I can't... It's gonna...
Speaker 2:It's animal themed.
Speaker 1:Animal themed?
Speaker 2:And Canada themed. Canada themed? Moose? Maple Bear Inc.
Speaker 1:Maple Bear Inc. Okay.
Speaker 2:And they haven't updated it
Speaker 1:yet. Interesting.
Speaker 2:So when you Google Instacart
Speaker 1:Inc.
Speaker 2:It will link you to Maple Bear Inc. Doing business as Instacart.
Speaker 1:Interesting. Which is crazy to me.
Speaker 2:Crazy to, like,
Speaker 1:you have so many options. Company and didn't just redo that. That's wild. So Instacart went public in 2023. We had a market value around 13,000,000,000.
Speaker 1:The, the shares rose 8% Monday following the report. DoorDash has a value of around 80, $73,000,000,000. Its shares dropped 6% Monday. Buying Instacart would add a major grocery delivery partner to its growing roster of services. Instacart's core business involves online grocery shopping.
Speaker 1:I think this makes a lot of sense. Like they are competitors, but they fill slightly different segments of the market between grocery delivery and food and dinner delivery, like actual prepared meals. And they could work together really, really well. And it would it would allow them to differentiate against Uber. What do you think?
Speaker 1:Do you think this deal makes sense?
Speaker 2:I have no idea.
Speaker 1:You have no idea? Okay.
Speaker 2:I have no idea.
Speaker 1:Do think it'll... Would get approved?
Speaker 2:Hopefully.
Speaker 1:Anyway.
Speaker 2:Yeah. It just feels like one of those things. If it doesn't happen now, there will be value destruction. Right? I just think that DoorDash is generally sort of an unstoppable force.
Speaker 1:Yeah. Great company. Both great companies. It would be cool to see them pair up. We got some breaking news.
Speaker 2:Breaking news. 'Sup? Breaking news. The president has hit Truth Social and shared, when will The Wall Street Journal star... Start calling artificial intelligence a very bad and inaccurate name SI, super intelligence.
Speaker 2:The name which virtually everyone else is using or soon will be. In short order, we will be ban... Officially banning the term AI slash artificial intelligence in all relevant documents and everything else due to its inaccuracy. Thank you.
Speaker 1:I might have a collector's edition Wall Street Journal here because this might be the very last Wall Street Journal that ever features the acronym AI. It says Meta unveils $95,000,000,000 AI plan and also the case for AI Armageddon. And we might not see this in the pages of The Wall Street Journal anytime soon. I'm still I'm still a fan of MI. I like machine intelligence.
Speaker 1:It's not super. It's not artificial. It's just a different thing. Different nature of intelligence. Really good at math.
Speaker 1:Not so good on the street smart sometimes. But we'll see. We'll see where it goes. You think you think he's successful? He does love renaming things.
Speaker 1:That seems to be the big big piece of the legacy. So we'll see. We'll see if the Wall Street Journal chooses to switch the editorial guidelines to SI.
Speaker 2:I don't... Yeah. I don't fully understand the point. I don't I don't think people are gonna start loving it because it has a new name. Yeah.
Speaker 2:I don't think that's a solution.
Speaker 1:Might confuse it. You know, if you take SI and you translate it from Spanish to English, people will think that you're not writing SI. You're writing