1 00:00:00,020 --> 00:00:04,180 Ejaaz: Get this, in the span of just one week, Google got Apple to admit that their 2 00:00:04,180 --> 00:00:09,360 Ejaaz: tech is superior and pay them $1 billion for the privilege of putting Gemini 3 00:00:09,360 --> 00:00:12,960 Ejaaz: in every single Apple device. That's 2 billion devices. 4 00:00:13,400 --> 00:00:17,740 Ejaaz: Not only that, Google launched Gemini for Gmail, which now means that over 2 5 00:00:17,740 --> 00:00:22,360 Ejaaz: billion inboxes worth of data is ripe and ready for them to train Gemini on 6 00:00:22,360 --> 00:00:26,520 Ejaaz: into the most personal, best AI assistant you could have ever hoped for. 7 00:00:26,880 --> 00:00:30,980 Ejaaz: But there's a third thing as well, Google also launched a product that might 8 00:00:30,980 --> 00:00:34,960 Ejaaz: make them the backbone of the e-commerce industry. 9 00:00:35,180 --> 00:00:39,340 Ejaaz: If your name is Jeff Bezos or Amazon, you're sweating buckets right now. 10 00:00:39,480 --> 00:00:41,040 Ejaaz: There was also one little thing. 11 00:00:41,240 --> 00:00:44,760 Ejaaz: Oh yeah, they became the second most valuable company in the world, 12 00:00:44,840 --> 00:00:49,680 Ejaaz: surpassing a $4 trillion market cap, beating Apple for the first time since 13 00:00:49,680 --> 00:00:52,580 Ejaaz: 2019 and coming in second under NVIDIA. 14 00:00:53,020 --> 00:00:56,560 Ejaaz: Now, most people saw three separate headlines from Google this week. 15 00:00:56,560 --> 00:01:00,080 Ejaaz: But on this episode, we're going to show you the master plan that connects all 16 00:01:00,080 --> 00:01:05,200 Ejaaz: of them and why Google might have just pulled off the most important week in AI in 2026. 17 00:01:05,720 --> 00:01:09,660 Josh: Man, what a week. I mean, they didn't even ship features. They just captured choke points. 18 00:01:09,740 --> 00:01:14,020 Josh: This was like a huge power consolidation week for Google. And it very much feels 19 00:01:14,020 --> 00:01:15,700 Josh: like they're assembling this full stack mode. 20 00:01:16,080 --> 00:01:19,820 Josh: And I mean, I guess as a visual, you can imagine your iPhone's brain is Gemini. 21 00:01:20,100 --> 00:01:23,640 Josh: Your inbox is Gemini. Your shopping checkout is Gemini. 22 00:01:23,840 --> 00:01:27,620 Josh: It's not an assistant. They're creating this operating system for your life. 23 00:01:27,740 --> 00:01:31,740 Josh: And this started early on where I think the common joke and how I use my phone 24 00:01:31,740 --> 00:01:36,180 Josh: personally is I have an Apple iPhone for hardware, but I use all of the Google apps on my phone. 25 00:01:36,320 --> 00:01:39,700 Josh: And this is taking it to the next level where Apple has failed to generate 26 00:01:40,450 --> 00:01:43,950 Josh: artificial intelligence, Apple intelligence on device. And now they've had to 27 00:01:43,950 --> 00:01:46,710 Josh: defer to Google to do this for them. Is it a bad thing? 28 00:01:46,890 --> 00:01:49,630 Josh: No. In fact, I think everybody wins. But maybe we could start there. 29 00:01:49,670 --> 00:01:54,150 Josh: And we'll get into what exactly is going on with this new Apple and Google AI deal. 30 00:01:54,730 --> 00:01:59,090 Ejaaz: Yeah, I mean, before we do, I mean, it's worth considering that Google three 31 00:01:59,090 --> 00:02:03,810 Ejaaz: years ago was the laughingstock of the entire AI industry. They had a terrible model. 32 00:02:04,130 --> 00:02:06,750 Ejaaz: Open AI was running laps around them. And then in the last year, 33 00:02:06,970 --> 00:02:11,270 Ejaaz: their market cap has gone up 65%. And I think you were telling me before we started recording. 34 00:02:11,510 --> 00:02:16,990 Josh: This is crazy. Wait, so from April 2025 until today, Google's market cap went 35 00:02:16,990 --> 00:02:22,010 Josh: from 1.8 billion, or sorry, 1.8 trillion to 4.8 trillion. 36 00:02:22,270 --> 00:02:26,070 Josh: In the span of like, what is that? Nine months, 10 months? That's like unbelievable 37 00:02:26,070 --> 00:02:29,230 Josh: levels of growth for the second most valuable company on earth. 38 00:02:30,480 --> 00:02:35,360 Ejaaz: I think it's because they have this very multi-pronged strategy, right? 39 00:02:35,480 --> 00:02:38,340 Ejaaz: Like the typical AI company is like, hey, we have this cool model. 40 00:02:38,660 --> 00:02:40,500 Ejaaz: Isn't it awesome? Here's a chatbot for you. 41 00:02:40,860 --> 00:02:44,460 Ejaaz: Google has that, and they have the infrastructure via TPUs and cloud, 42 00:02:44,740 --> 00:02:48,780 Ejaaz: and they have the distribution via Gmail, Google Maps, and pretty much any kind 43 00:02:48,780 --> 00:02:50,840 Ejaaz: of internet app you use today. 44 00:02:51,300 --> 00:02:55,980 Ejaaz: They're just kind of like this all-in-one unicorn behemoth, and it's showing, right? 45 00:02:56,360 --> 00:03:01,260 Ejaaz: So let's get into the Apple deal. Josh, run me through the highlights. What's going on here? 46 00:03:01,540 --> 00:03:06,200 Josh: Yeah, so TLDR, Apple is changing its brain over from Siri to Gemini, 47 00:03:06,440 --> 00:03:09,140 Josh: except it is keeping it under the Siri branding. 48 00:03:09,260 --> 00:03:12,680 Josh: So what you're going to get is all the promises of Apple intelligence, 49 00:03:13,000 --> 00:03:16,840 Josh: hopefully, except instead of powered by Apple intelligence, it's actually under 50 00:03:16,840 --> 00:03:18,240 Josh: the hood powered by Google. 51 00:03:18,520 --> 00:03:21,960 Josh: Now, this might come as a confusing headline to some people because previously 52 00:03:21,960 --> 00:03:25,000 Josh: it was announced that Apple was working with OpenAI. 53 00:03:25,480 --> 00:03:29,420 Josh: In fact, if you asked Siri a difficult question, it would offload that question 54 00:03:29,420 --> 00:03:32,740 Josh: to chat GPT. That is no longer the case. 55 00:03:33,000 --> 00:03:36,520 Josh: Apple decided, wait a second, we actually don't really think OpenAI is the best 56 00:03:36,520 --> 00:03:40,720 Josh: fit. We think Gemini is the best fit. And here we see the reasoning why. 57 00:03:40,980 --> 00:03:43,520 Josh: They said they've entered into a multi-year collaboration under which the next 58 00:03:43,520 --> 00:03:46,760 Josh: generation of Apple Foundation models would based on Google's Gemini model. 59 00:03:47,160 --> 00:03:50,760 Josh: After careful evaluation, Apple determined that Google's technology provides 60 00:03:50,760 --> 00:03:55,800 Josh: the most capable foundation for Apple Foundation models. So this is a big deal. 61 00:03:56,100 --> 00:03:58,740 Josh: One, because they're now paying Google a billion dollars a year 62 00:03:58,740 --> 00:04:01,800 Josh: for this right but two because now they actually have a smart 63 00:04:01,800 --> 00:04:04,960 Josh: intelligence that they can integrate into the os in 64 00:04:04,960 --> 00:04:07,700 Josh: a way that everyone had always hoped for right like they 65 00:04:07,700 --> 00:04:11,560 Josh: they pretty much failed version one of apple intelligence it was just a complete 66 00:04:11,560 --> 00:04:14,860 Josh: and total failure but now they have an opportunity to do it again and they're 67 00:04:14,860 --> 00:04:18,960 Josh: doing so with the model that i mean we believe to be most capable from a company 68 00:04:18,960 --> 00:04:22,360 Josh: that we really appreciate and they have a relationship that has been standing 69 00:04:22,360 --> 00:04:26,120 Josh: for a really long time if you remember from was it's got to be close to 20 years 70 00:04:26,120 --> 00:04:27,440 Josh: ago, like over a decade ago, 71 00:04:27,920 --> 00:04:30,960 Josh: Apple started paying or Google started paying Apple for the exclusive rights 72 00:04:30,960 --> 00:04:33,580 Josh: to have Google as the search engine on Safari. 73 00:04:34,090 --> 00:04:37,010 Josh: Well, now Apple's paying it forward. And instead of $20 billion, 74 00:04:37,190 --> 00:04:40,510 Josh: they're paying $1 billion, so it's 5%. But this is a really harmonious deal. 75 00:04:40,610 --> 00:04:43,610 Josh: I think everybody wins in this situation. And as an Apple user, I'm excited. 76 00:04:43,930 --> 00:04:48,070 Josh: I've always used Google Apps, and now I could use Google AI in addition to those apps. 77 00:04:48,250 --> 00:04:53,170 Ejaaz: I think Google was the only option that Apple could really consider when it 78 00:04:53,170 --> 00:04:55,770 Ejaaz: came to putting an AI model in their devices. 79 00:04:56,050 --> 00:05:01,290 Ejaaz: Why? Google is the only company that can scale to the lengths that Apple has. 80 00:05:01,810 --> 00:05:04,770 Ejaaz: OpenAI is still a small startup. Anthropic, still a small startup. 81 00:05:05,110 --> 00:05:08,550 Ejaaz: Google has the entire full stack, right? They have cloud, they have TPUs, 82 00:05:08,730 --> 00:05:12,010 Ejaaz: they have all the distribution, and they have all the money and resources to 83 00:05:12,010 --> 00:05:15,990 Ejaaz: be able to kind of scale this out to the size that Apple wants it to be. 84 00:05:16,370 --> 00:05:20,190 Ejaaz: The other important thing is the quote you mentioned, which is, 85 00:05:20,330 --> 00:05:23,230 Ejaaz: they believe Google has the most capable foundation. 86 00:05:23,290 --> 00:05:28,270 Ejaaz: I think that's a signal and a hint that the way that Google's model is created, 87 00:05:28,790 --> 00:05:31,150 Ejaaz: The fact that you can ingest video. 88 00:05:31,710 --> 00:05:35,930 Ejaaz: Audio, as well as text makes it this kind of like all-knowing model, 89 00:05:36,150 --> 00:05:41,750 Ejaaz: which is way more useful for Apple, who builds products and apps and software in a very similar way. 90 00:05:42,230 --> 00:05:45,950 Ejaaz: The other thing that I think is important to point out here is there's this 91 00:05:45,950 --> 00:05:50,370 Ejaaz: kind of like platform play that is interchangeable between Apple and Google. 92 00:05:50,590 --> 00:05:53,110 Ejaaz: As you mentioned, they've had a very long relationship. 93 00:05:53,390 --> 00:05:57,650 Ejaaz: And in fact, Google has been the one that typically pays Apple for the privilege 94 00:05:57,650 --> 00:06:01,950 Ejaaz: of making Google search the default search engine in Safari, right? 95 00:06:02,070 --> 00:06:08,290 Ejaaz: And they pay them, I think it's $20 billion a year, and that's existed for so long now, right? 96 00:06:08,590 --> 00:06:12,050 Ejaaz: But now we see the first instance of it going the other way around, 97 00:06:12,170 --> 00:06:17,510 Ejaaz: where Apple is paying Google for the privilege of having their model embedded in their phone. 98 00:06:17,650 --> 00:06:20,390 Ejaaz: And they're going to use it to train the personalized version of Siri and their 99 00:06:20,390 --> 00:06:22,110 Ejaaz: own Apple foundational models. 100 00:06:22,290 --> 00:06:26,770 Ejaaz: And I can't help but think that there's a non-zero a chance in the future that 101 00:06:26,770 --> 00:06:30,610 Ejaaz: this trend flips and Apple ends up paying Google more. 102 00:06:31,630 --> 00:06:36,730 Josh: Do you think that world would ever happen? So then how did they get to 5% of 103 00:06:36,730 --> 00:06:40,850 Josh: that total number if the expectation is that it can actually grow to $20 billion? 104 00:06:41,130 --> 00:06:43,990 Josh: What does that look like if they're paying Google $20 billion? What is that for? 105 00:06:44,850 --> 00:06:51,770 Ejaaz: Okay, so my take on this is if, or when rather, they do end up paying Google 106 00:06:51,770 --> 00:06:55,210 Ejaaz: more, Apple will be making way more on the top end. 107 00:06:55,350 --> 00:07:00,550 Ejaaz: The reason being is Apple is a product consumer-oriented company, 108 00:07:00,550 --> 00:07:05,350 Ejaaz: And they are amazing at building exactly that, the consumer user experience. 109 00:07:05,510 --> 00:07:08,150 Ejaaz: They do this through devices, integrated software stacks. 110 00:07:08,350 --> 00:07:11,370 Ejaaz: It is just the best available ecosystem that you can access. 111 00:07:11,510 --> 00:07:14,110 Ejaaz: You and I have used Apple for God knows how long, right? 112 00:07:14,790 --> 00:07:17,370 Ejaaz: I think they're going to continue to do this. That's where their bread and butter 113 00:07:17,370 --> 00:07:20,550 Ejaaz: is. But they need the brain to be able to pull this off. 114 00:07:21,270 --> 00:07:25,050 Ejaaz: To kind of simplify this, I think if Google builds the best AI model, 115 00:07:25,510 --> 00:07:29,410 Ejaaz: Apple will build the best apps for everyone in the world to use. 116 00:07:29,410 --> 00:07:33,490 Ejaaz: And that typically ends up making the most money if you look at every single 117 00:07:33,490 --> 00:07:35,730 Ejaaz: tech cycle to date. Do you have a different take? 118 00:07:36,270 --> 00:07:39,510 Josh: I feel like they would swap out before getting to the $20 billion mark. 119 00:07:39,610 --> 00:07:44,470 Josh: Like I'm just struggling to understand how they would be paying such a huge 120 00:07:44,470 --> 00:07:47,610 Josh: premium relative to where they are today. Like where is that difference made up? 121 00:07:47,990 --> 00:07:50,870 Ejaaz: Well, the switching cost becomes way too high, right? 122 00:07:51,050 --> 00:07:58,490 Ejaaz: Imagine if every personal version of Apple's AI model that you use or that any 123 00:07:58,490 --> 00:08:00,990 Ejaaz: of their iPhone users use is trained on Gemini, 124 00:08:01,270 --> 00:08:07,010 Ejaaz: I'm guessing some portion of that data is trained on Gemini or rather Google 125 00:08:07,010 --> 00:08:08,430 Ejaaz: servers to some extent, right? 126 00:08:09,050 --> 00:08:12,950 Ejaaz: Apple can't hold all of that data unless you think they're going to expand their 127 00:08:12,950 --> 00:08:15,870 Ejaaz: private cloud to own that part. 128 00:08:15,970 --> 00:08:19,330 Ejaaz: I don't see Google giving that part up, right? That's what is going to make 129 00:08:19,330 --> 00:08:21,530 Ejaaz: their models more competent in the future. 130 00:08:21,870 --> 00:08:25,050 Josh: Yeah, it seems like the strategy is going to be this twofold thing where they 131 00:08:25,050 --> 00:08:29,530 Josh: have Google in the cloud, and that's their foundation model that handles the difficult tasks. 132 00:08:29,790 --> 00:08:33,870 Josh: But they also have these really precise and very effective hyper-local models 133 00:08:33,870 --> 00:08:38,170 Josh: that run very efficiently and are very small to kind of handle the local on-machine compute. 134 00:08:38,170 --> 00:08:41,650 Josh: And we've talked about this in a few episodes before, but it feels like this 135 00:08:41,650 --> 00:08:46,390 Josh: is still an underrated strategy for Apple where they've all floated this AI 136 00:08:46,390 --> 00:08:49,490 Josh: responsibility, I guess, to Google in a big way. 137 00:08:49,630 --> 00:08:52,810 Josh: But in the little way, there's still a huge opportunity on the local devices 138 00:08:52,810 --> 00:08:57,530 Josh: for Apple to run their own completely, totally private models that run on this secure enclave. 139 00:08:57,810 --> 00:09:02,050 Josh: And again, if you're a developer who's building for these platforms, that's free inference. 140 00:09:02,410 --> 00:09:06,810 Josh: So maybe Google will give you really great rates and it'll give you really great 141 00:09:06,810 --> 00:09:11,370 Josh: results. But there's still this huge opportunity to unlock for anyone who wants 142 00:09:11,370 --> 00:09:14,090 Josh: to run these local AI models on Apple devices. 143 00:09:14,350 --> 00:09:17,890 Josh: And I'm hopeful that the developer community is going to start to see this because 144 00:09:17,890 --> 00:09:19,970 Josh: the cost of inference on these devices is zero. 145 00:09:20,170 --> 00:09:24,450 Josh: And I mean, if Google does continue to ramp up the price, I assume it will be 146 00:09:24,450 --> 00:09:28,110 Josh: kind of in correspondence to the increased compute of these chips that can then 147 00:09:28,110 --> 00:09:31,010 Josh: run more and more capable models even on a local device. 148 00:09:31,210 --> 00:09:35,030 Josh: So maybe there's a world in which Google doesn't actually need to provide a 149 00:09:35,030 --> 00:09:37,110 Josh: ton of the intelligence, just the really hard stuff. 150 00:09:37,370 --> 00:09:39,710 Josh: And eventually Apple's local models will catch up. I don't know, 151 00:09:39,790 --> 00:09:42,850 Josh: but it's an exciting thing to say a new paradigm shift, that they're actually 152 00:09:42,850 --> 00:09:47,510 Josh: taking it seriously now because Apple intelligence, as serious as it felt, was certainly not that. 153 00:09:48,100 --> 00:09:52,700 Ejaaz: Listen, there's a perspective that would say Apple is actually the genius in 154 00:09:52,700 --> 00:09:57,060 Ejaaz: the AI race here because they haven't spent tens of billions of dollars to try 155 00:09:57,060 --> 00:10:00,300 Ejaaz: and highly likely fail at building an AI model. 156 00:10:00,460 --> 00:10:02,740 Ejaaz: We've seen that with Meta so far, right? 157 00:10:03,360 --> 00:10:07,240 Ejaaz: So, you know, they've just waited for the cream of the crop to rise to the top, 158 00:10:07,280 --> 00:10:10,440 Ejaaz: and then they've picked the best model, and now they're going to go do what they do best. 159 00:10:10,460 --> 00:10:10,700 Josh: Oh, we'll take that for a billion, thank you. 160 00:10:11,180 --> 00:10:13,140 Ejaaz: Yeah, I'll take it for, exactly, I'll take it for a billion dollars. 161 00:10:13,140 --> 00:10:18,220 Ejaaz: Also, you're still paying me $19 billion net to have the default search thing, right? 162 00:10:18,420 --> 00:10:23,920 Ejaaz: So there is a world where Apple licenses the model, builds the best AI agent, 163 00:10:24,100 --> 00:10:27,360 Ejaaz: which supposedly is going to be the main interface that will replace the search 164 00:10:27,360 --> 00:10:31,940 Ejaaz: engine and the internet browser itself, which would mean that they could end up winning overall. 165 00:10:32,220 --> 00:10:37,280 Ejaaz: So I guess I'm bullish Apple, Josh, which is funny because on previous episodes, 166 00:10:37,280 --> 00:10:38,600 Ejaaz: I just haven't been that. 167 00:10:38,840 --> 00:10:41,960 Ejaaz: So yeah, I'm feeling optimistic about Apple's deal here. 168 00:10:42,380 --> 00:10:45,180 Josh: Bullish Apple, bullish Google. I mean, hey, Apple doesn't have to worry about 169 00:10:45,180 --> 00:10:47,340 Josh: this data center craziness. They're in a pretty good spot. 170 00:10:47,760 --> 00:10:50,900 Ejaaz: One man isn't happy, though. One man isn't happy, Josh. 171 00:10:51,280 --> 00:10:57,040 Ejaaz: Who's that? That is Elon Musk. Oh? He commented on this whole news, 172 00:10:57,040 --> 00:11:00,960 Ejaaz: and he said, this seems like an unreasonable concentration of power for Google, 173 00:11:01,120 --> 00:11:03,880 Ejaaz: given that they also have Android and Cruf. 174 00:11:04,880 --> 00:11:07,260 Josh: All right, well, Elon, unless you're going to go make an iPhone, 175 00:11:07,880 --> 00:11:10,860 Josh: I don't know what to tell you, dude. I think the consumer is happy about this one. 176 00:11:10,880 --> 00:11:17,380 Ejaaz: Look at this tweet. from quinn yeah nobody wants to license grok little bro it's god just. 177 00:11:17,380 --> 00:11:22,020 Josh: Wait until 4.2 comes until grok 5 anyways that's the apple and google news we 178 00:11:22,020 --> 00:11:26,440 Josh: have more google news as it relates to gmail if you are not using gmail i don't 179 00:11:26,440 --> 00:11:29,960 Josh: even know what you're using um but gmail has some good updates this week from 180 00:11:29,960 --> 00:11:33,780 Josh: gemini so you just can you please share the cool new gemini features that we'll 181 00:11:33,780 --> 00:11:36,200 Josh: be getting in our inboxes starting today i think 182 00:11:37,050 --> 00:11:43,810 Ejaaz: Yeah. So the highlight is Gemini 3 Pro is now available in your inbox in Gmail. 183 00:11:44,250 --> 00:11:49,330 Ejaaz: It can do a bunch of cool things. It can get rid of all the garbage emails that 184 00:11:49,330 --> 00:11:52,610 Ejaaz: you're never going to respond to, all those unreads, just get rid of them. 185 00:11:52,730 --> 00:11:55,670 Ejaaz: And it can prioritize the ones that you need to respond to. 186 00:11:55,850 --> 00:12:00,490 Ejaaz: But also it can train on all of your emails and understand your voice and what 187 00:12:00,490 --> 00:12:04,110 Ejaaz: you want to say in your responses. So it can start writing up responses for 188 00:12:04,110 --> 00:12:07,010 Ejaaz: you and automating a bunch of work that you just don't want to do. 189 00:12:07,270 --> 00:12:10,590 Ejaaz: But the thing that I found the most interesting, Josh, has got nothing to do 190 00:12:10,590 --> 00:12:12,030 Ejaaz: with Gmail, ironically. 191 00:12:12,410 --> 00:12:16,070 Ejaaz: It's to do with Google Workspace, which it also has access to. 192 00:12:16,230 --> 00:12:17,490 Ejaaz: So it's not just your inbox. 193 00:12:17,770 --> 00:12:22,890 Ejaaz: It has access to your Google Drive, your Google Documents, your Google Sheets, 194 00:12:23,030 --> 00:12:28,950 Ejaaz: which is just a plethora of data that no other company has access to. 195 00:12:29,110 --> 00:12:32,710 Ejaaz: Which brings me to one of the key takeaways here, and the story that I think 196 00:12:32,710 --> 00:12:34,750 Ejaaz: a lot of people missed with this headline is... 197 00:12:35,550 --> 00:12:39,450 Ejaaz: Google just unlocked the mother of all data modes. Think about it. 198 00:12:39,790 --> 00:12:42,290 Ejaaz: Claude has access to your conversations. 199 00:12:42,730 --> 00:12:48,290 Ejaaz: OpenAI has access to your conversations. Google has access to 2 billion inboxes. 200 00:12:48,410 --> 00:12:51,390 Ejaaz: It has access to all your Google Maps data. 201 00:12:51,570 --> 00:12:55,150 Ejaaz: It has access to your search engine history. It has access to Android. 202 00:12:55,370 --> 00:12:59,230 Ejaaz: It has access to all of this data, which they can feed into their model and 203 00:12:59,230 --> 00:13:02,990 Ejaaz: train a better model, which ends up becoming more addictive for a person to 204 00:13:02,990 --> 00:13:06,850 Ejaaz: use, a better experience, which then feeds into this kind of like whole data mode. 205 00:13:07,070 --> 00:13:11,450 Ejaaz: And to your point, they own the monopoly on email. I think it's something like 206 00:13:11,450 --> 00:13:13,370 Ejaaz: 30% of the email market share. 207 00:13:13,690 --> 00:13:19,950 Ejaaz: And Josh, get this, 90% of US startups also use Google Drive and Gmail, 208 00:13:20,250 --> 00:13:22,310 Ejaaz: which means that they get access to all this data as well. 209 00:13:22,390 --> 00:13:25,870 Ejaaz: Now, I think it's important to state that Google has said that they're not going 210 00:13:25,870 --> 00:13:30,630 Ejaaz: to use the data to train their models, but it doesn't stop them from using trend 211 00:13:30,630 --> 00:13:34,650 Ejaaz: analysis and pattern matching to train their models, which is where the goldmine is anyway. 212 00:13:35,290 --> 00:13:38,690 Josh: Yeah, so as you were saying this, I was looking at how many people on earth 213 00:13:38,690 --> 00:13:40,590 Josh: use the internet, and the number's about 6 billion. 214 00:13:40,950 --> 00:13:45,070 Josh: And Google says about 3 billion of those, 50%, rely on Gmail, 215 00:13:45,490 --> 00:13:47,550 Josh: which is just this unbelievably large amount. 216 00:13:47,690 --> 00:13:52,670 Josh: So like you described, it's great for data, it's great for Google in terms of user modes and lock-in. 217 00:13:52,770 --> 00:13:56,150 Josh: But I think there's an argument to be made that it's also great for the user too. 218 00:13:56,550 --> 00:14:00,590 Josh: I mean, in a way, email is the closest thing we have to a life database. 219 00:14:00,590 --> 00:14:03,950 Josh: Like normally normal people they kind of maintain everything 220 00:14:03,950 --> 00:14:07,030 Josh: through there it's like this is where your receipts live where you buy something 221 00:14:07,030 --> 00:14:10,130 Josh: this is where your meeting invites live this is where the contracts that you 222 00:14:10,130 --> 00:14:14,010 Josh: sign live this is where the intros to people who you meet live it's kind of 223 00:14:14,010 --> 00:14:18,810 Josh: the place where all of the receipts all the cataloging of your life lives and 224 00:14:18,810 --> 00:14:21,850 Josh: applying Gemini on top of that becomes this really powerful thing where 225 00:14:22,570 --> 00:14:26,450 Josh: It builds this life operating system on receipts that you've collected since 226 00:14:26,450 --> 00:14:27,870 Josh: you've started this Gmail account. 227 00:14:28,050 --> 00:14:31,250 Josh: And one of the really cool things that I've been playing around with recently 228 00:14:31,250 --> 00:14:32,270 Josh: is clawed code this week. 229 00:14:32,350 --> 00:14:35,770 Josh: And I use this tool named Obsidian where I've just like written notes into it 230 00:14:35,770 --> 00:14:36,750 Josh: for years and years and years. 231 00:14:36,930 --> 00:14:41,050 Josh: And for the first time ever, it's able to take that backlog of data and actually 232 00:14:41,050 --> 00:14:44,790 Josh: parse through and make sense of it and connect things in ways that weren't intuitive. 233 00:14:45,130 --> 00:14:48,390 Josh: And this feels like the lazy man's version of that, where even if you haven't 234 00:14:48,390 --> 00:14:51,090 Josh: been writing into this like entry database for years, 235 00:14:51,090 --> 00:14:53,790 Josh: you've been collecting these kind of things along the 236 00:14:53,790 --> 00:14:56,790 Josh: way you've collecting receipts you've been collecting meetings and you've collecting whatever it 237 00:14:56,790 --> 00:14:59,470 Josh: is and now Gemini is able to parse through that make sense of 238 00:14:59,470 --> 00:15:02,590 Josh: it and build a more global model that understands you 239 00:15:02,590 --> 00:15:05,750 Josh: well so in that sense alone it's awesome the other sense is 240 00:15:05,750 --> 00:15:08,590 Josh: actually for writing emails are we getting to a place now 241 00:15:08,590 --> 00:15:11,810 Josh: where AIs are just going to be emailing AIs like you guys 242 00:15:11,810 --> 00:15:15,030 Josh: you email me and you're just like oh just tell Josh this that and the third 243 00:15:15,030 --> 00:15:18,790 Josh: and then I have my AI reply with whatever it thinks that I'm going to know and 244 00:15:18,790 --> 00:15:23,690 Josh: then suddenly your gmail just becomes automated so this can this can go a various 245 00:15:23,690 --> 00:15:27,410 Josh: amount of directions but i think directionally it's great this is like really 246 00:15:27,410 --> 00:15:30,370 Josh: exciting for anybody who's a user of gmail your experience just got way better 247 00:15:31,000 --> 00:15:34,760 Ejaaz: Yeah it's funny technology which is supposed to connect humanity as a whole 248 00:15:34,760 --> 00:15:39,100 Ejaaz: is ending up becoming the disconnecting engine of the and you. 249 00:15:39,100 --> 00:15:42,340 Josh: Know what it's just because we're lazy man it's great at it and like why would 250 00:15:42,340 --> 00:15:45,840 Josh: i go write a long email when it could do it better than me faster than me more 251 00:15:45,840 --> 00:15:49,100 Josh: effectively than me more convincing than me it knows everything about me it's 252 00:15:49,100 --> 00:15:50,560 Josh: like this it's this unbelievable thing it's 253 00:15:50,560 --> 00:15:53,380 Ejaaz: Weird it's it's so true you know you mentioned you're using 254 00:15:53,380 --> 00:15:56,600 Ejaaz: cloud code um i i've been using called uh 255 00:15:56,600 --> 00:16:01,600 Ejaaz: co-work which is basically cloud code for all the non-technical stuff over the 256 00:16:01,600 --> 00:16:06,680 Ejaaz: last like 24 hours and dude i currently have called co-work doing a bunch of 257 00:16:06,680 --> 00:16:11,220 Ejaaz: tasks that i have like put off for an entire year and it's great we're going 258 00:16:11,220 --> 00:16:13,680 Ejaaz: to be putting out an episode of this later this week yes oh. 259 00:16:13,680 --> 00:16:14,720 Josh: It's my favorite thing i'm 260 00:16:14,720 --> 00:16:17,600 Ejaaz: So stoked for that it is so cool um but 261 00:16:17,600 --> 00:16:20,820 Ejaaz: anyway to kind of like wind up the gmail point 262 00:16:20,820 --> 00:16:24,060 Ejaaz: um i think it's a really good example of ai 263 00:16:24,060 --> 00:16:26,900 Ejaaz: coming to the people and meeting the people where they're 264 00:16:26,900 --> 00:16:30,920 Ejaaz: at right now ai has existed as this chatbot interface you need to kind of download 265 00:16:30,920 --> 00:16:35,620 Ejaaz: it pay a subscription and now it's kind of this useful tool um that everyday 266 00:16:35,620 --> 00:16:40,580 Ejaaz: people can use it's not just you or i josh it is my mom it is my sister it is 267 00:16:40,580 --> 00:16:44,060 Ejaaz: pretty much anyone that has a gmail account you know there's three billion users 268 00:16:44,060 --> 00:16:46,220 Ejaaz: which i think is cool the second thing is, 269 00:16:46,850 --> 00:16:50,770 Ejaaz: This just kind of locks in people to using Gemini AI. 270 00:16:51,110 --> 00:16:55,410 Ejaaz: We had a conversation before we recorded this where you kind of raised the point, 271 00:16:55,650 --> 00:17:01,510 Ejaaz: why wouldn't I just connect Claude code to this and connect to it via API? 272 00:17:01,970 --> 00:17:07,230 Ejaaz: And the simple answer to that is most people aren't going to go through setting up an API account, 273 00:17:07,510 --> 00:17:10,130 Ejaaz: which is a separate thing to Claude's subscription, by the way, 274 00:17:10,250 --> 00:17:15,090 Ejaaz: and then connecting it, adding the API key, if they just have Gemini baked into 275 00:17:15,090 --> 00:17:19,250 Ejaaz: it, which is just a full stack experience. Three billion users. Google wins again. 276 00:17:19,650 --> 00:17:22,830 Ejaaz: Yeah, the switching costs go up. Why would I want to just install this other 277 00:17:22,830 --> 00:17:24,290 Ejaaz: thing? It's already here and it's good enough. 278 00:17:24,410 --> 00:17:27,930 Ejaaz: It may not be better than this particular benchmark, but I don't care. 279 00:17:27,990 --> 00:17:30,690 Ejaaz: It's already here. It's trained on my memory. I'm locked in. 280 00:17:30,790 --> 00:17:31,710 Ejaaz: I'm not using anything else. 281 00:17:31,770 --> 00:17:33,870 Josh: Yeah, and that's why distribution is so important. You just meet the people 282 00:17:33,870 --> 00:17:36,330 Josh: where they are and you have three billion people waiting to receive whatever 283 00:17:36,330 --> 00:17:38,730 Josh: you give to them. And today, it's AI. 284 00:17:39,150 --> 00:17:43,510 Josh: Now, Ejaz, for our third and final topic, I want you to explain this Because 285 00:17:43,510 --> 00:17:47,130 Josh: if I remember just a few weeks ago, I read a newsletter published by you that 286 00:17:47,130 --> 00:17:50,670 Josh: said Amazon is going to be one of the biggest winners of 2026. 287 00:17:50,990 --> 00:17:54,490 Josh: And as I'm reading the news this week from Google, and particularly Sunar Pashai 288 00:17:54,490 --> 00:17:58,490 Josh: with this post, it's telling me, well, actually, Google is going to work to 289 00:17:58,490 --> 00:18:00,290 Josh: build a competitor to Amazon. 290 00:18:00,530 --> 00:18:03,470 Josh: And maybe I'm reading this right, maybe I'm not. But they're teaming up with 291 00:18:03,470 --> 00:18:08,690 Josh: companies like Walmart, Shopify, Etsy, Wayfair, Target, to create this universal 292 00:18:08,690 --> 00:18:13,330 Josh: commerce protocol. So maybe you could explain the bull and bear case for this 293 00:18:13,330 --> 00:18:14,910 Josh: new protocol, what it is, how it works. 294 00:18:15,050 --> 00:18:17,130 Josh: What's going on here? Is this a real problem for Amazon? 295 00:18:17,390 --> 00:18:22,710 Ejaaz: So let's get into this. Google released a product or protocol called the Universal Commerce Protocol. 296 00:18:23,010 --> 00:18:29,110 Ejaaz: And it basically will allow you or anyone that uses Gemini to make purchases 297 00:18:29,110 --> 00:18:32,530 Ejaaz: and shop via the Gemini chat interface. 298 00:18:32,550 --> 00:18:37,390 Ejaaz: And the way that they do this is they hook up APIs from various different shopping 299 00:18:37,390 --> 00:18:42,330 Ejaaz: partners. like you mentioned, Shopify, Walmart, etc., connects to your wallet. 300 00:18:42,590 --> 00:18:45,950 Ejaaz: And now there's this seamless experience where Gemini... 301 00:18:46,160 --> 00:18:50,060 Ejaaz: Via the context that you've provided it to previous conversations. Also, 302 00:18:50,400 --> 00:18:54,500 Ejaaz: by evaluating your shopping history, we'll suggest products as you're having 303 00:18:54,500 --> 00:18:57,860 Ejaaz: conversations with it or useful tools that might help you with a task that you're 304 00:18:57,860 --> 00:19:01,700 Ejaaz: trying to kind of resolve by talking to Gemini and say, hey, 305 00:19:01,860 --> 00:19:05,200 Ejaaz: do you want me to buy this for you? I'll get it delivered to you and it'll arrive tomorrow. 306 00:19:05,640 --> 00:19:10,180 Ejaaz: Now, we've seen various instances of this appear. I think Codex, 307 00:19:10,340 --> 00:19:14,320 Ejaaz: which is OpenAI's first version of an agent, offered something like this, 308 00:19:14,400 --> 00:19:15,720 Ejaaz: but it just never manifested. 309 00:19:16,500 --> 00:19:20,980 Ejaaz: This is the real deal. It's still in a beta testing period, which is why I can't 310 00:19:20,980 --> 00:19:25,080 Ejaaz: really comment on it thoroughly, but it's supposedly meant to do the thing that 311 00:19:25,080 --> 00:19:27,980 Ejaaz: we've been promised for over a year now. 312 00:19:28,520 --> 00:19:33,720 Ejaaz: So then the question becomes, if everyone is doing their shopping via Gemini 313 00:19:33,720 --> 00:19:37,460 Ejaaz: or via an AI chatbot, what happens to Amazon? 314 00:19:37,840 --> 00:19:42,380 Ejaaz: And that's a real problem, Josh, because what this ends up putting Google in 315 00:19:42,380 --> 00:19:46,160 Ejaaz: a position is, is the intense layer. What do I mean by that? 316 00:19:46,660 --> 00:19:51,760 Ejaaz: What I mean is it'll know exactly what you want to buy, and it'll purchase it for you. 317 00:19:51,960 --> 00:19:55,200 Ejaaz: And it'll know why you want to buy the thing, which is really important. 318 00:19:55,680 --> 00:19:59,560 Ejaaz: Amazon, which currently has this ability because you go on Amazon, 319 00:19:59,700 --> 00:20:01,540 Ejaaz: you scroll, so it kind of looks at you use this habit, 320 00:20:02,040 --> 00:20:05,680 Ejaaz: we'll get that removed completely. So they'll just end up becoming the warehouse 321 00:20:05,680 --> 00:20:07,520 Ejaaz: and delivery fulfillment center. 322 00:20:07,840 --> 00:20:10,800 Ejaaz: Now, that's not exactly a bad thing. And I would actually argue, 323 00:20:10,940 --> 00:20:16,040 Ejaaz: Josh, that that has been Amazon's bread and butter, right? What's the biggest moneymaker, Amazon? 324 00:20:16,400 --> 00:20:19,480 Ejaaz: It's not their shopping or e-commerce platform. It's AWS. 325 00:20:19,900 --> 00:20:23,240 Ejaaz: They are an infrastructure fulfillment center company. 326 00:20:23,500 --> 00:20:27,460 Ejaaz: To your point, they move atoms more than any other company in the world. 327 00:20:27,540 --> 00:20:29,240 Ejaaz: Big time. And I think they'll just continue doing this. 328 00:20:29,380 --> 00:20:33,800 Ejaaz: And Google will just be the layer on top that routes arguably more purchases 329 00:20:33,800 --> 00:20:38,420 Ejaaz: to Amazon if they fulfill their vision of being the biggest distributor. 330 00:20:38,720 --> 00:20:42,860 Josh: Yeah, it's a good take. It seems right. It seems like in a way Amazon is kind 331 00:20:42,860 --> 00:20:47,320 Josh: of like the mall and then Google wants to be the credit card network plus the front door to that mall. 332 00:20:47,520 --> 00:20:50,520 Josh: And what we discussed in the last section where Google has 3 billion people, 333 00:20:50,900 --> 00:20:53,240 Josh: they have the people where they are. 334 00:20:53,400 --> 00:20:56,800 Josh: In the case of Amazon, you kind of have to seek that out. You go to Amazon to 335 00:20:56,800 --> 00:21:01,500 Josh: buy something, you go there with intention, but the intention is always fairly intentional. 336 00:21:01,680 --> 00:21:05,140 Josh: With Google, you're just there, you're searching for carry-on luggage, 337 00:21:05,280 --> 00:21:08,460 Josh: you're searching for trips and then it could integrate these recommendations 338 00:21:08,460 --> 00:21:11,360 Josh: like we're seeing on screen with this example into the search results. 339 00:21:11,500 --> 00:21:16,320 Josh: So that point about intention is really important because, I mean, is this bad for Amazon? 340 00:21:16,500 --> 00:21:20,220 Josh: No, because Amazon still owns the fulfillment, Prime, the last mile dominance 341 00:21:20,220 --> 00:21:24,540 Josh: that they have but yes, in the sense that Google does own that upstream intent 342 00:21:24,540 --> 00:21:26,080 Josh: and the moment you decide to buy something, 343 00:21:26,920 --> 00:21:30,340 Josh: Google can be there to capture that. So it's interesting. 344 00:21:30,700 --> 00:21:34,160 Josh: We'll see how this plays out. I mean, OpenAI earlier this year did something 345 00:21:34,160 --> 00:21:37,080 Josh: similar where they partnered with a lot of these companies and they integrated 346 00:21:37,080 --> 00:21:38,100 Josh: it into the search results. 347 00:21:38,220 --> 00:21:42,380 Josh: But I haven't actually experienced that. I'm not sure if it's working. 348 00:21:42,540 --> 00:21:44,540 Josh: I haven't bought anything through ChatGPT. 349 00:21:44,780 --> 00:21:48,060 Josh: And yet they rolled this out months ago. So I think the actual execution on 350 00:21:48,060 --> 00:21:50,620 Josh: this really matters because on paper, it seems great. 351 00:21:50,800 --> 00:21:54,300 Josh: But is this actually going to convert sales using these new customers? 352 00:21:54,860 --> 00:21:58,760 Josh: That remains to be determined like have you have you seen any have you booked 353 00:21:58,760 --> 00:22:01,800 Josh: anything through chat gpt post integration no 354 00:22:01,800 --> 00:22:04,800 Ejaaz: No i thought it was actually a terrible product um and 355 00:22:04,800 --> 00:22:07,480 Ejaaz: i remember being super excited by it but it just never took 356 00:22:07,480 --> 00:22:10,360 Ejaaz: off and maybe we'll see the same story here uh the real litmus 357 00:22:10,360 --> 00:22:13,800 Ejaaz: test will be if my girlfriend starts using it um i'll 358 00:22:13,800 --> 00:22:16,700 Ejaaz: end up with a problem at that point right um two two 359 00:22:16,700 --> 00:22:19,740 Ejaaz: other important points here is google was 360 00:22:19,740 --> 00:22:22,780 Ejaaz: also kind of like the doormat to internet shopping 361 00:22:22,780 --> 00:22:26,540 Ejaaz: right like the search links josh 10 blue 362 00:22:26,540 --> 00:22:29,280 Ejaaz: links but then you had to kind of like figure it out 363 00:22:29,280 --> 00:22:32,540 Ejaaz: from there you had to browse and find the right product and now 364 00:22:32,540 --> 00:22:36,240 Ejaaz: they're saying hey we got the product for you do you want me to buy it and send 365 00:22:36,240 --> 00:22:40,580 Ejaaz: it to you right so there's this like interesting evolution where um kind of 366 00:22:40,580 --> 00:22:45,300 Ejaaz: unexpectedly the monopolist is still trying to monopolize on the new frontier 367 00:22:45,300 --> 00:22:50,020 Ejaaz: which is like pretty cool to to see the other thing i just thought of, Josh, is, 368 00:22:50,660 --> 00:22:56,380 Ejaaz: we mentioned a stat earlier, which is 90% of US startups use Google Drive, 369 00:22:56,560 --> 00:22:57,800 Ejaaz: Gmail, the entire suite. 370 00:22:58,000 --> 00:22:59,900 Ejaaz: So that technically means they 371 00:22:59,900 --> 00:23:03,520 Ejaaz: could sell their product through Gemini in this new commerce protocol. 372 00:23:04,110 --> 00:23:08,830 Ejaaz: Which would be insane, right? And would cement Google's distribution at this 373 00:23:08,830 --> 00:23:11,210 Ejaaz: shopping layer. It would just be insane overnight. 374 00:23:11,230 --> 00:23:15,210 Josh: Yeah, so that's it. I mean, big week. In conclusion, I guess this is how you 375 00:23:15,210 --> 00:23:18,350 Josh: become unstoppable, right? You don't just build the brain. You buy the distribution. 376 00:23:18,590 --> 00:23:21,150 Josh: You embed it into the memory layer. You standardize the checkout rails. 377 00:23:21,290 --> 00:23:23,390 Josh: You kind of like capture the whole thing. 378 00:23:23,550 --> 00:23:29,410 Josh: And it feels like if 2024 and 5 were the model wars, 2026 is becoming the, 379 00:23:29,550 --> 00:23:34,470 Josh: I guess, maybe the default war. Like, where do you go by default to engage with AI? 380 00:23:34,850 --> 00:23:39,750 Josh: And if that answer is Google products, it stands to be a very good year for them. 381 00:23:39,830 --> 00:23:45,850 Josh: And we're seeing that in the chat GPT and open AI, a degration of weekly active users. 382 00:23:46,250 --> 00:23:51,370 Josh: I mean, the relative market share of Gemini, of Claude is having an unbelievable month. 383 00:23:51,710 --> 00:23:54,310 Josh: They're starting to kind of chisel away. 384 00:23:54,310 --> 00:23:59,070 Ejaaz: I think Gemini hit 21%, right, of AI traffic. 385 00:23:59,230 --> 00:24:01,970 Josh: Something like that. It's happening quick. It's happening quick. 386 00:24:01,970 --> 00:24:05,430 Josh: And one thing that I haven't heard in a while is an update to that 800 million 387 00:24:05,430 --> 00:24:07,730 Josh: weekly active user number from OpenAI. 388 00:24:07,990 --> 00:24:13,510 Josh: And I really am wondering how they're planning to deal with this because now Claude is building. 389 00:24:13,890 --> 00:24:16,890 Josh: Did you see Claude built the health app this week too? They launched the health 390 00:24:16,890 --> 00:24:18,810 Josh: app. We're going to have to talk about this in the roundup. There's so much 391 00:24:18,810 --> 00:24:20,170 Josh: stuff that happened this week. It's unbelievable. 392 00:24:20,910 --> 00:24:24,070 Josh: But there's been big changes here and lots of paradigm shifts happening. 393 00:24:24,310 --> 00:24:27,870 Josh: And in terms of Google, this is a huge win across the board. 394 00:24:28,030 --> 00:24:30,410 Josh: It feels like it's a huge win for everyone, for Google users, 395 00:24:30,570 --> 00:24:34,650 Josh: for Google customers, for Google shareholders, and for Apple users as well. 396 00:24:34,770 --> 00:24:38,830 Josh: So big wins across the board, maybe not for Amazon, maybe not for anyone competing 397 00:24:38,830 --> 00:24:42,250 Josh: with these companies, but nonetheless, a really... 398 00:24:42,610 --> 00:24:47,030 Josh: Exciting week for Google and giving probably everyone listening to this at least 399 00:24:47,030 --> 00:24:49,310 Josh: something new to try out and play with. 400 00:24:49,570 --> 00:24:54,710 Ejaaz: Yeah, I agree. I bought more Google stock this morning before recording this episode. 401 00:24:54,970 --> 00:24:58,330 Ejaaz: But I know a lot of you listening to this kind of hate Google. 402 00:24:58,590 --> 00:25:03,690 Ejaaz: I might be wrong here. But if you do, let us know why. Let us know your thoughts on this. 403 00:25:05,790 --> 00:25:10,330 Ejaaz: I'm down. We do it every day anyway. A lot of you like to argue and we're there for it. 404 00:25:10,510 --> 00:25:13,790 Ejaaz: But if you have any kind of opposing views and opinions we 405 00:25:13,790 --> 00:25:17,150 Ejaaz: want to hear it because like we we want to be able to know whether we're 406 00:25:17,150 --> 00:25:20,210 Ejaaz: kind of like on the right track or not josh and i take this stuff 407 00:25:20,210 --> 00:25:24,290 Ejaaz: pretty seriously and we see a huge amount of potential in google and we kind 408 00:25:24,290 --> 00:25:29,410 Ejaaz: of don't see how they can fail which is either a great opinion or a really really 409 00:25:29,410 --> 00:25:33,370 Ejaaz: bad one so let us know in the comments um if you aren't subscribed or you don't 410 00:25:33,370 --> 00:25:37,830 Ejaaz: have notifications turned on please do both of those things it's around 80 of you um, 411 00:25:38,630 --> 00:25:40,910 Ejaaz: in 2026. We would like to get that down to what, Josh? 412 00:25:41,930 --> 00:25:43,750 Ejaaz: 30%, 20%, 0%? 413 00:25:44,250 --> 00:25:48,530 Josh: Yeah, we got to hit 30k subs too. We're right there and we need like 500 more. 414 00:25:48,670 --> 00:25:51,030 Josh: So if you want to help with that cost, tell your friends, tell your friends, 415 00:25:51,150 --> 00:25:52,250 Josh: friends, hit the subscribe button. 416 00:25:52,550 --> 00:25:55,510 Josh: It goes a long way in helping us start off strong in this new year. 417 00:25:55,790 --> 00:25:59,470 Josh: Because by the end of this year, there's a lot, there's lots going to happen. 418 00:25:59,790 --> 00:26:01,050 Josh: And it's going to be crazy. It's 419 00:26:01,050 --> 00:26:03,190 Josh: going to be chaotic. And you're going to want to be here for the ride. 420 00:26:03,210 --> 00:26:06,230 Josh: So we'll cover it three or four times a week, every single week so 421 00:26:06,230 --> 00:26:09,430 Josh: tell your friends that it comes hopefully packaged in these 25 minute episodes we 422 00:26:09,430 --> 00:26:12,750 Josh: did pretty good today i think we were we kept it moving today so hopefully this 423 00:26:12,750 --> 00:26:14,890 Josh: was enough for you to squeeze it into whatever window that you're listening 424 00:26:14,890 --> 00:26:17,530 Josh: to these episodes in we'll see you next time where we talk about claude because 425 00:26:17,530 --> 00:26:20,410 Josh: it's freaking awesome so you're going to want to stay tuned for that one uh 426 00:26:20,410 --> 00:26:24,730 Josh: really cool paradigm shifting platform um but yeah until then hope you enjoyed 427 00:26:24,730 --> 00:26:28,150 Josh: this episode and we will see you guys on the next one see you guys