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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.
So why is no one talking about Excellergy? I love these titles. Very niche company. It was in stealth mode for five years, but sold this week to Novartis for 2,000,000,000 smackaroos. That's a good outcome.
Speaker 1:Novartis, of course, is the $300,000,000,000 Swiss pharmaceutical company, and they just paid $2,000,000,000 for basically a five year old company named Excellergy.
Speaker 2:Exactly. I like
Speaker 1:It's a great outcome. This is an interesting story because it's very much like the biotech playbook done right. They bring in the right CEO who Yes, has Tyler.
Speaker 3:Can go through this. $2,000,000,000 exit in five years from your point of view. Is this good?
Speaker 1:Is this good?
Speaker 2:That's pretty good, yeah.
Speaker 3:Pretty I agree.
Speaker 1:But this isn't in the sweet spot for typical tech news, but there are some interesting data points. Amir over at The Information said, leading indicator of AI adoption, drug companies like Novo Nordisk Pharma has long been at the forefront of machine learning. Ozempic Maker says AI agents are shortening its clinical trials. People think that it's going to a prompt and saying like, cure cancer. It's not.
Speaker 1:It's like you have a 10,000 page document that you need to send to the FDA. And if there's a comma in the wrong place, they can just send it back to you and say, there's an error. Like, we don't want to deal with it right now. You're at the back of the queue.
Speaker 2:Is that real?
Speaker 1:You can get dinged for crazy, crazy stuff. Like, don't know exactly what I can share, but I've heard of multibillion dollar companies getting dinged for not showing like they will list out, okay, we use this centrifuge to run this assay to understand how this chemical separates, but they didn't say they didn't list out who the suppliers to that supplier are. They didn't explain the entire supply chain. And there was, like, very little guidance on it. Like, little things like that come up all the time and reading through all the documentation.
Speaker 1:Of course, most of this, when you're talking about Novo, it's like they have direct line of communication with the FDA. So it's different.
Speaker 3:When some type of public company software CEO comes out and says like, everything is accelerating because of AI. Yeah. Oftentimes, I look at the business and if, you know, if revenue isn't accelerating dramatically Yeah. You think like, okay, this guy just wants an AI narrow he's just reaching for an AI narrative But when I see a pharma company do it, no real context on on pharma Yeah. Personally.
Speaker 3:Yeah. So I'm like, it must be true.
Speaker 1:Yeah. I mean, I I was working on FDA filings like four or five years ago, and there were so many Word documents that needed to be it was the same application for multiple variations on the product that the FDA was going to review. So we actually wrote Python scripts to programmatically interact with the Word documents to basically do like a very advanced version of find and replace. It's like perfect for AI. Yep.
Speaker 1:And it just speeds things up a little bit. You submit a week earlier. You have, you know, you can submit more things, more variations. You can give more information, compile more information, investigate other literature, do deep research reports. What else is out there?
Speaker 1:Let's review all the IP faster, summarize things, find different threads to pull on. Little things like that just squeak out like an extra five minutes here, an extra day there, and it all adds up to acceleration in progress. It's not like an overnight, all of a sudden everything's completely changed. Maybe that happens. But at least right now, there's clearly, you know, a benefit from this.
Speaker 1:Overnight success. But this was an overnight success, at least for Alex Eggel, Ted Jardenski, Luke Pennington, and Jeff Harris, took academic research, which they've been doing at labs at Stanford and Bern, into what is basically a VC backed biotech company, a drug company. So the goal was simple. What do they actually make? They wanted to make a better allergy drug.
Speaker 1:So when people have allergies, they you know, you have a peanut allergy. If peanuts come in, your allergy cells, like, flare up and you need to fight that back. So the current the current blockbuster drug in the category is called Xolair, and when someone has an allergic reaction to a food, allergy drugs act quickly to treat the reaction before it does lasting damage to the body. So the key immune molecule at the center of many allergic reactions is called IgE, and Excellergy's lead program, EXL-one 111, targets IgE. So the goal is to work faster, quiet the pathway more deeply, and ideally last longer between doses to fight allergic reactions.
Speaker 1:And so these will make that less severe. So Red Tree Venture Capital seeded the company in 2021, but they stayed in stealth for about five years. The team announced their first big fundraise, a $70,000,000 series a led by Samsara BioCapital. This is a pretty typical flow for biotech companies, university science first, then they bring on secondary specialist capital, someone with experience in biotech. It's less common to go to like the big names that we know, the Sequoias, the Founders Funds, the Andreessens.
Speaker 1:They do some stuff in bio, but very often, if it's coming directly out of a lab, going to be IPO ed or acquired in a few years, like that's traditional biotech VC playbook. And so by February, Excellergy dosed its first Phase I patients. So they gave the drug to subjects. And it was obviously looking good because the Novartis deal signed a few weeks ago.
Speaker 3:Yeah. How well does that phase one trial need to go for somebody to immediately come in and be like, yep, here's $2,000,000,000
Speaker 1:Probably really well. Yeah. But it is like standing on the shoulders of giants. Remember, the research was done in 2020, 2021, probably earlier than that. And it's building on an on an existing pathway.
Speaker 1:There's some interesting stuff going on. So Novartis
Speaker 3:This guy is such CEO is such a chat.
Speaker 1:Yeah. Insane. So, yeah, I I was like, I didn't want to diminish his accomplishments by reducing it to a playbook, but this isn't his first rodeo. The CEO, Todd Zevodinik Zevodinik, he joined in 2025, sells the company in less than a year. And you've seen the story twice before.
Speaker 1:When he was at Zeltic, Allergan acquired it for 2,400,000,000.0. And when he ran Dermavant, he sold that company for 1,200,000,000.0 in 2024. So he's seen a unicorn outcome two years ago, and he gets a new job. He's just like, I was gonna take some time off, gets back in the arena, and immediately sells the company. So clearly, a great operator.
Speaker 1:And no one was really surprised by this, at least in the stock market.
Speaker 3:Novartis is sort of flat. His next company.
Speaker 1:That's a good idea. Yeah. Just follow this
Speaker 3:guy $3,000,000,000 acquisitions
Speaker 1:Just be like
Speaker 3:back to back. I would I think it's a good
Speaker 1:I would love to
Speaker 3:be a janitor
Speaker 1:at this company. Yeah. I would love to be a janitor here. I'll actually take all stock. I'll take all stock, and I will clean the toilets and get coffee if that's what it takes.
Speaker 1:Because I know what's gonna happen. I've seen this playbook before. Anyway, Novartis, you know, the stock is not really moving on this news because this is very expected. This is part of their playbook. Just last year, 2025, they made $1,700,000,000 in sales of Xolair, the allergy drug that's currently the blockbuster drug in the category.
Speaker 1:And this is a very logical next act in that category. So key Xolair patents are about to expire, so a next generation IgE asset is strategically valuable right now. Novartis' CEO has previously outlined a pretty broad acquisition playbook. It's focused on bolt on deals in core areas. So when they have a business up and running like immunology, like treating allergies, they have all of the sales and distribution, they have an existing product portfolio, the business is working, add things on to extend the viability of that business line.
Speaker 1:And Excellergy fits squarely inside of that plan. Now the $2,000,000,000 acquisition price is not all cash upfront. It is split between upfront payment, and there's milestones based on development and commercial targets. So if they they succeed if they all of a sudden, flop in in phase two trials, probably some of that gets clawed back. That needs to actually work and, like, all of the promises that they made have to play out.
Speaker 1:But they have Novartis behind them to, you know, propel them through that, and it feels like a pretty standard playbook. So good stuff there. And in general, it's just like it's cool. Anyone who's dealt with allergies either personally or with loved ones, it's always a hassle. You know, everyone has a story of like someone was on vacation.
Speaker 1:They got a drink that had a nut in it and someone, you know, had an allergic reaction. And anything that can treat that is obviously good. So another arrow in the quiver of modern medicine, which is great to see.
Speaker 3:Breaking news. Huge leak. OMG, did you guys know that Anthropic was training a better model this whole time? That's great. This is shocking according to Unemployed Capital Allocator.
Speaker 3:Yeah. Of course, referencing a leak, a scoop.
Speaker 1:I wonder if this will trigger the the team at DeepMind or OpenAI to consider training a better model. It feels like it feels like if if they're doing hey, you're gonna have to respond. So you could see multiple companies training new models based on this leak.
Speaker 3:Yep. Yeah. An interesting story. But it's more interesting
Speaker 1:marketing perspective and how you actually roll out and manage, like, Vibes and how
Speaker 3:you Yeah. To to me to me, it doesn't seem improbable that there's been a lot of spud talk Sure. You on the timeline this
Speaker 1:gotta get you gotta start pumping mythos.
Speaker 3:Mythos talk.
Speaker 1:The most powerful AI model ever developed. It's a good tagline.
Speaker 3:And very, very painful for all the SaaS companies out there Oh, yes. That that just sell off. Yes. Whenever Anthropic does something.
Speaker 1:So Prinsworth
Speaker 3:And it's a vicious cycle now.
Speaker 1:Prinsworth, little summary of this. Anthropic has been testing a new model called Mythos with certain customers. They call it a step change in AI capabilities, including dramatically higher scores in coding, academic reasoning, and cybersecurity. I wanna know how it will do on ArcGI v three because all of the models are under 1% completion on that benchmark. It's the one benchmark that is not saturated.
Speaker 1:It's not it's very closely guarded. You can't get into the test the actual test set. You can only see the examples. And it clearly is I still love the benchmark and the team over at ARC for what they're doing. So this is part of a new Capybara series of models, which are largely, larger and more intelligent than Opus.
Speaker 1:It's more expensive to run, and it's not ready yet for general release, but they are excited about it. Mythos pricing bets coming in from point zero zero five seconds. $100 in, $2.50 out. Subs reprice to $50, $2.50, and a $1,000 plan might be coming. Who knows?
Speaker 1:What do you think?
Speaker 3:Well, let's pull up this picture of a capybara Okay. Just to
Speaker 1:I would love
Speaker 3:to see some context. This into context.
Speaker 1:Yeah. Is it a mythical creature? No. Capybara is real.
Speaker 3:I mean
Speaker 1:So what's the connection between they're
Speaker 3:normally quite docile Okay. But they can get violent. Let's look at this picture.
Speaker 1:They can't get okay. Watch out.
Speaker 3:I mean, look at look at the look at the chomp on that.
Speaker 1:This is something we should read into. We should say, what are What do they mean by this? You know, they it's clearly some sort of vague post. They're telling you they're telling you something that, you know, friendly, cute, but also potentially the end of the world. Do you think we could contain it?
Speaker 1:Do you think if we had one in the studio, we we it would overrun us? Or do you think we could keep it locked up?
Speaker 3:I think
Speaker 1:That's pretty horrifying.
Speaker 3:I think sort of Four or five of these Should take you down.
Speaker 2:Yep. Median weight is between sixty and a hundred and seventy four pounds.
Speaker 1:A hundred and seventy four pounds. That's a that's bigger than my dog. Wow. That's a big
Speaker 3:have these at the Santa Barbara
Speaker 1:too. So this is the metaphor. You know, like, these models are getting incredibly pop powerful. You need to contain them and think about safety and you need to think about how do you keep the capybara safe. You you need to lock it in a in a box in in a cage.
Speaker 1:It cannot be allowed to run free.
Speaker 2:Yeah. I I think just back on the pricing thing Yeah. I think, like, this is generally right. So basically, point o o five seconds is saying, like, it's just gonna get 10 x more expensive. Yep.
Speaker 2:Because right now, I think it's something like $10 in, $25 out.
Speaker 1:People are ready for people are ready to pay more, though. Like, they're paying a bunch through the API.
Speaker 2:They're they're they're paying
Speaker 1:more in cursor.
Speaker 2:The subscription, like, technically, it's the same price, but the limits are going down. So it's
Speaker 1:Okay.
Speaker 2:The the tokens are getting more expensive. Yeah. And and as you see, like, there's, like, this insane compute crunch, like, I I see that models are gonna get much more expensive as they're getting bigger.
Speaker 1:Yeah. It it is interesting. I wasn't expecting to be in the regime of, like, subscriptions as long as we have been. Like, just talking to to to Ben and our team about how he sort of bounces around from one subscription to the next, like, he'll he'll max one out and then move over to the next one and then move over to the different one. And he's he's, like, maybe more price sensitive than model sensitive.
Speaker 1:I would always assume I'd always assume that most businesses would just be on an API consumption basis.
Speaker 2:So so the reason, like, I'm I'm not hitting the APIs is because it's it is, like, basically 10x more expensive It's more expensive. Than using the subscription.
Speaker 1:The subscription. So you do most of the work in the subscription, which is just, I mean, that's economically rational. I I well, I guess what I'm saying is, like, I'm surprised by how many people who are in a business context still make that decision and how much of a price war we're in, how much capital matters here.
Speaker 3:Well, let's pull up this video because I'm not sure I'm not sure I'm not sure you guys would be making the same decisions
Speaker 1:with
Speaker 3:the capybara family of models if you knew that capybaras were capable
Speaker 1:Okay. Okay.
Speaker 3:This is important. This kind of thing.
Speaker 1:They can swim? Wait. This is a human. Is this AI? Oh my god.
Speaker 1:That's really attacking her. Wow.
Speaker 3:This is why they're calling it their most powerful model ever.
Speaker 1:We need to slow down. We need to slow down with the virus.
Speaker 3:It's it's
Speaker 1:It's horrifying.
Speaker 3:It's horrifying.
Speaker 1:Yeah. We need to we need to slow down.
Speaker 3:I hope they I hope they, you know, keep this with the safety team for for a long time.
Speaker 1:I think I think we need all countries to come together and and agree to to control the Capybara population because that is truly horrifying. Take Kim has a has a very independent take. He's the biggest NVIDIA stan, and he makes a lot of good points. But he's he's making the argument that Anthropic needs more GPUs because he's he's sharing some posts here. To manage growing demand for Claude, we're adjusting our five hour session limits for free pro max subs during peak hours.
Speaker 1:Your weekly limits remain unchanged.
Speaker 3:And Takem is coming on the show Monday.
Speaker 1:I'm very excited to talk to
Speaker 3:him. We'll ask him he thinks about NVIDIA.
Speaker 1:Yes. And so a lot of people are getting into polyphasic sleep because of this. So Claude has different limits at different times. So when the limits are in effect, that's when you need to be sleeping. Tyler, have you gotten into polyphasic sleep yet?
Speaker 2:I'm not there yet, but I'm I mean, it it the problem is getting worse. Okay. I think at some point, I'm
Speaker 1:gonna I told you I I I told Tyler that sometimes I I indulge in polyphasic sleep. After the show, I'll I'll I'll I'll sleep for an hour, and then I'll go about my day and then I'll I'll sleep at night. And he said that's just a nap. It doesn't count. I guess people really are doing the polyphasic sleep thing, what, to monitor to monitor their agents.
Speaker 1:You would
Speaker 3:think you would know one person that has done that and stuck with it. I because feel like a bunch of people have tried that
Speaker 1:Yeah.
Speaker 3:Over time. Yeah. And then eventually
Speaker 2:I mean, if if you're trying to get around the limits, polyphysics sleep doesn't make sense. You just need to basically be nocturnal. Right? Because you need to be like inverse Yeah. What like San Francisco hours are.
Speaker 2:Right? Yeah. So the peak San Francisco usage, you're gonna be like Yeah.
Speaker 3:Or just move overseas.
Speaker 1:You could do that?
Speaker 2:That yeah. But the polyphasic sleep doesn't really help. Right? Because No.
Speaker 1:It seems like it's I much better to just I again, you know, have have a have a compute desk or a or a prompt desk that is geographically distributed evenly across the globe. So when your American employee stops the prompting, goes home for the night, then your European colleague steps up and starts prompting on the same project, and then your colleague in Asia can pick up when Europe goes to bed. Something like that. You know what I mean? So you have twenty four seven coverage.
Speaker 2:Yeah. But you that's still like at at during one of those periods, it's still like the peak hours. Right? Yeah.
Speaker 1:Because these peak hours are are are based around US US hours. I I was more so there's actually two things going on. There's one where it's like you're waiting for your agents to respond. And if it's going to take hours for a prompt to return, you should go take a nap because you're better off checking in on a prompt every two hours for the whole day for twenty four hours and, you know, in perpetuity as opposed to doing, you know, a two hour prompt, watching TV, come back, do that eight times, and then sleep for eight hours. That's four more two hour sessions that you could have been letting it cook and, like, interacting with it.
Speaker 1:That's separate from trying to get around these these these these these rate limits. Last March, like a year ago, people were like, $50,000,000,000, $100,000,000,000, $200,000,000,000. Is this stuff that useful? Is it slop? Is it actually gonna be that useful?
Speaker 1:Are these things toys? Like, yeah, they're they're reasonable for this thing, but what's the real economic value? Certainly, it can't be more than, like, $20 a month or $200 a month. And now there's, like, lots of people that are maybe they're only paying a few thousand a month because they're using a bunch of subscriptions, but, like, they're pretty close to justifying, like the Jensen, like $2.50 ks a year per engineer thing. Like that doesn't feel that far away from companies just saying like, yes, I give you the permission to spend $250,000 a year on AI inference.
Speaker 1:Be as efficient as possible as you can with that budget, but you have my approval. I believe that with the with that $2.50, you will generate more than that in in value. As Yeah. I think the
Speaker 3:big thing is, like, there's gonna be more use cases that that like that have a similar level of product market fit
Speaker 1:Mhmm.
Speaker 3:As code gen Mhmm. Use tokens on the level that these code gen tools do. Yeah. And we haven't fully identified those yet. There's some early evidence Yeah.
Speaker 3:That The Manus like general agents Yeah. Will will drive that. But like I would say, an example is like seems very obvious that models will be very useful for making financial models. But do you need to make 500 financial models per day? No.
Speaker 3:Right? Yeah. That is interesting. And so there are areas where the models are gonna be incredibly, incredibly valuable, incredibly important, used by everybody in any given field Yeah. And yet they won't necessarily generate, you know
Speaker 1:There there is there there are some people that that would need to make 500 financial models a day. Like, I think Rokana makes, like, hundreds of trades every single day. Yeah. And so if you're doing a proper, like, full DCF pulling every SEC filing for a company, and you're doing that hundreds of times a day because you're trading
Speaker 3:Or you might have hundreds of individual positions
Speaker 1:Exactly. At
Speaker 3:once real time Exactly. Models sort of like rebellion.
Speaker 1:A Bloomberg terminal Yeah. For yourself. I think he needs a I think Bloomberg exists and maybe should should work there. The news is that Anthropic has been granted a preliminary injunction re the Pentagon supply chain risk designation in California, but is allowing stay for one week. I think a lot of people, like the tech community broadly, came away with this prediction that this wouldn't hold, that this was, you know, that whatever you thought about how you work with the government and the the Ben Thompson thesis, there was you know, the the supply chain thing wasn't really gonna stick.
Speaker 1:It was it it wouldn't necessarily hold up in court, but we'll see where it goes. Dean Ball says this is a devastating ruling for the government, finding Anthropic likely to prevail on essentially all of its theories for why the government's actions were unlawful and unconstitutional. One of the things she mentions is a is the huge range of Amici briefs. I don't know how to say Amici. Amici briefs supporting Anthropic Go.
Speaker 1:By the way, zero f.
Speaker 3:Hey. Finally, a word that John I
Speaker 1:lost it.
Speaker 3:Can't nail instantly. Okay. You have an incredible mind that we did find.
Speaker 1:We found my limit. We found my limit. On a personal note, says Dean Ball, some friends and allies of mine on the right who have been angry at me for my own words and actions and all of this, Anyone who thinks I spoke out for personal gain or trivial reasons against an administration I served in is crazy. Yeah. People forget that Dean Ball served not in the first Trump administration, but the second Trump administration.
Speaker 1:And he was like, look. I wrote the AI policy thing. I worked on that. Like, this is not the right path.
Speaker 3:And so it's It's a meek. And it's the plural of amicus.
Speaker 1:It's this is brutal for me because I studied Latin, and I should be able to nail this because I know it's a Latin word. Anyway, was it a hugely costly decision for Dean Ball, but this judge's ruling shows why I did it. This is a staggeringly illegal act by the government. That is why I'm particularly honored to have been implicitly quoted in the ruling for calling this what it was when secretary Hegseth made his initial announcement, an attempted act of corporate murder. He's standing with the corporations.
Speaker 1:This case continues, but Anthropic has scored a very large win here. The real victors, however, are all red blooded Americans who are, as the founders would have said, jealous of their liberties. I love it. Well, congratulations. And, hopefully, everyone can just go back to building good models.
Speaker 1:You know? All this all this nonsense in DC has been a huge a huge side sideshow, side project, side quest as as the race for compute is so much more important. The race for capabilities is so much more important. The other scoop is coming from Axios. Sam Altman apparently told staff he tried to save Anthropic in the Pentagon clash.
Speaker 3:Which he apparently thought was somewhat ironic given that said competitor openly openly Blasted. Openly blossomed
Speaker 1:Yeah.
Speaker 3:On any on any podcast Yeah. That they go on.
Speaker 1:Blasted. Same story. IPO. They're trying to go public as early as q four with a potential 60,000,000,000 raise. They're racing.
Speaker 1:And so let's go over to Cauchy and see who is likely to announce an IPO this year. Anthropic's up at 70% on this news. They jumped up from 46% to over 70%. OpenAI's at 49%. Jersey Mike's still beating them both, 75%.
Speaker 1:So New Jersey Mike's heads out there. They do very well in the App Store. I like the sandwiches. SpaceX is in 94.
Speaker 3:Discord versus Also sitting at 63%.
Speaker 1:Oh, Discord. What a crazy story. I love Jason Citroen so much, the founder. But he is out, I think. And he has he's just a just a wild, wild founder story.
Speaker 1:I made a whole video about it. It's a lot of fun. We gotta hit the Mansion section. One last note on AI before we move on to the really important thing real estate.
Speaker 3:OpenAI has surpassed a 100,000,000 in annualized run rate 100,000,000 AR. Ads pilot. Yeah. It was launched six weeks ago. It's expanded to 600 advertisers and plans to launch self serve advertiser access in April.
Speaker 3:I am close to setting up a new account
Speaker 1:Mhmm.
Speaker 3:And or just churning momentarily Yes. That I get to experience the ads. Yes. You know I love ads.
Speaker 1:I mean, the first
Speaker 3:ad experience that
Speaker 1:for from The Wall Street Journal that we know and love is a very good omen. Clearly, something's going on. They're happy with each other because they're working together. Yeah. I mean, truly, like, the alpha for the audience is like new ad platforms often deliver really good results before people figure them out.
Speaker 1:Big companies move slower than you. If you can be the first person to advertise, figure it out, you know Sean Frank at The Ridge is thinking about it, and maybe you should be, too. Not to do an ad for ads, but we love ads on this show, and we love new ad platforms.
Speaker 3:What's this news before we go on? Okay. Apple's talking about opening up Siri to rival AI services. Weird. I don't Bloomberg?
Speaker 1:I'm gonna guess the Germinator.
Speaker 3:That's right.
Speaker 1:Of course.
Speaker 3:Apple plans to open Siri to outside AI assistance. Is this a Siri?
Speaker 1:Do we need to give him
Speaker 3:the Let's give him the golden scoop.
Speaker 1:Tyler, hold up the golden scoop award for Mark Gurman. The Gurminator has has received the golden scoop award for It's
Speaker 3:for you, Mark.
Speaker 1:03/27/2026. Congratulations, Mark Gurman.
Speaker 3:An honor.
Speaker 1:Your scoop wins the golden scoop of the day. There we go. Yeah. The scoop. That's good.
Speaker 1:Scoop. Scoop. Scoop. Scoop. Scoop.
Speaker 1:Scoop. Scoop. Scoop. There it is. Scoop.
Speaker 1:There it is.
Speaker 3:Things like ChatGPT Yeah. Gemini, etcetera, could be allowed to take effectively take the place of Siri. The company is developing new tools to allow AI chatbots installed via the App Store to integrate with the Siri Assistant, enabling users to send queries to services like LLMs. The change is part of an attempt to turn around Apple's fortunes in AI, where it has lagged behind Valley peers and could allow Apple to generate more money from third party AI subscriptions through the App Store.
Speaker 1:Oh, yeah. Because you upgrade through there. That would be good. I think that's part of it. I think there's also the antitrust angle, which is that they have to allow you to change the default search engine in Safari for a while even though they have that relationship with Google.
Speaker 1:When you go to the Safari search bar, you just type in some random words. It searches Google. You can actually reroute that to ChatGPT. I did it. ChatGPT is like, I don't use it like I use Google.
Speaker 1:Google, I use for, like, really I want, like, a five millisecond query. So it the the time to actually load ChatGPT and then give you the full answer was not the best experience. But I have wanted for a long time to reroute the Siri button on the side of the phone to just ChatGPT instant, fast, ultra fast, just get just talk to me. But every time I do it, I say, ChatGPT, what's the history of the Roman Empire? And it loads and it says working with ChatGPT and then it like takes a little bit too long and then you get like a short note and then you can open it.
Speaker 1:And it it just sort of like you're always fighting in the UI between like, are you talking to Apple Intelligence or are you talking to Siri or are you talking to Chateappet? And you sort of go back and forth. So we will see where this goes. If I I would be very surprised if people shift away from the default. Like, if if Apple iPhones ship with the Siri button just querying their distilled Gemini model or whatever they're gonna wind up doing there.
Speaker 1:That's probably what most people are gonna use, but it's exciting that at least there will be some competition in the market. Barry Dillard just paid $11,000,000 for JFK's favorite New York penthouse. Not There you go. Favorite new. An entity linked to the billionaire purchased Karen Pritzker's co op at the Carlyle, the same unit where Kennedy famously stayed during his visits to the city.
Speaker 1:In the fifties and sixties, John F. Kennedy stayed in a duplex penthouse at the Carlisle Hotel so often that it became known as the New York White House. After his assassination, his widow and two children, Caroline and John Junior, lived in the Manhattan Hotel for about ten months. What's the longest amount of time you've ever spent in a hotel? I don't think I've ever done more than like a week or two.
Speaker 1:Ten months is a is a that's a ride.
Speaker 3:Yeah. I never I never went through and I never never been
Speaker 1:in the era
Speaker 3:of my young adulthood. That's like a
Speaker 1:sort of a crazy move.
Speaker 3:That I could could have afforded to stay in a hotel Yeah. Permanently. Yeah. But now that I'm a now that I'm a
Speaker 1:I was walking in some hotel the other day and I was like, I wonder if I could like live here. Like
Speaker 3:It just doesn't it's just like with with kids, it would just be it would just be Now
Speaker 1:an entity linked to Barry billionaire Barry Diller has purchased Kennedy's favorite penthouse for $11,000,000. Diller bought the co op unit from another family of prominent Democrats. Film producer Karen Pritzker, an heiress to the Hyatt Hotel Fortune, bought the apartment for 12,000,000 in 2007. Pritzker put the apartment on the market for 12.9. It sold for 12.5 in 2007.
Speaker 1:The Carlisle opened around nineteen thirty on Manhattan's Upper East Side, one of New York's most storied luxury hotels. It's known for iconic venues like Bemelin's Bar, Cafe Carlisle, a cabaret space that has hosted legendary performers. A portion of the building was converted to co op units decades ago. Kennedy stayed at the hotel so often, starting when he was a still a senator in the nineteen fifties, that a direct phone line was installed for him in his regular duplex suite. That's cool.
Speaker 1:After his assassination, Jacqueline Kennedy moved to the hotel but stayed in a different suite. On rainy days, the Kennedy children played in the lobby. The two bedroom apartment includes a large foyer with an art deco staircase, the listing says. An expansive corner living and dining room has views over Central Park. There's also a bookshelf lined breakfast room and a corner solarium with a wet bar.
Speaker 1:Oh, speaking of wet bars, forget apres ski because homeowners are now building their own bars in custom spaces where they can relax and get toasty after a day on the slopes. This is also from the Mansion section of the For Brian Healy, what comes after a day on the mountain sometimes takes precedence over the skiing itself. When he built his Lake Tahoe area vacation home in 2019, He spent about $800,000 to build a bar area on the main floor of the house.
Speaker 3:Well,
Speaker 1:that's An absolute dog.
Speaker 3:He can ski to from the slopes
Speaker 1:It's pretty good.
Speaker 3:Of North Star. That's bad. Sounds great. So maybe not ski in, but ski out.
Speaker 1:Yeah. He said, I've joked that I designed a bar and built a house around it. This is good. This is this is this is my dream. I'm gonna build a movie theater and then build a house around it.
Speaker 1:That's what that's my goal. Would yours be?
Speaker 3:John John was sending me a listing
Speaker 1:surfing ability, one of those endless waves. That's what you need. You need an endless wave pool. You know what I'm talking about? What are those called?
Speaker 3:Wave pools. Wave pool? Yeah. There's like pool. Yeah.
Speaker 1:Wait. Why are you not excited about this prospect of having a house that's built around this endless wave pool?
Speaker 3:Is this I a live in
Speaker 1:Oh, I guess you just go to the ocean. Yeah. You could just go you could just be be be walking dozens from the beach. Anyway
Speaker 3:It's hard to beat.
Speaker 1:Healy, 51, is an Ireland nay Ireland native. Let's go. Let's hear it for Ireland. He runs an energy company in the San Francisco Bay Area. This is royal flush.
Speaker 1:I gotta meet this guy. After a day on the slopes, Healy and his pals head to the space dubbed Healy's bar, leaving their gear in the storage area of the Truckee, California property. And sometimes other skiers end up at Healy's home after getting lost while skiing through the trees. It's an open door policy. He says we invite them in for beer.
Speaker 1:This is our inn. We need to head over to North Star and get lost and wind up at his bar. Oops. Oops. We're lost.
Speaker 1:We're lost. We don't know.
Speaker 3:I know some I know some former guests that are that are neighbors with this guy. Any I have to we'll we'll work on connecting.
Speaker 1:Could you spare a Guinness for us for two Irish chaps who've gotten lost?
Speaker 3:I feel like I read like a children's story of like wandering in the forest Yeah. Yeah. And then like, you know, some character offers you something. That can send you
Speaker 1:on Seems good.
Speaker 3:Kind of a crazy q '1 of last year, Mark Zuckerberg texts Elon. Looks like Doge is making progress. I've got our teams on alert to take down doxxing or threatening the people on your team. Let me know if there's anything else I can do to help. Elon reacted heart.
Speaker 1:Mhmm.
Speaker 3:And he says, are you open to the idea of bidding on the OpenAI IP with me and some others? Zach says, wanna discuss live?
Speaker 1:Oh, interesting.
Speaker 3:And Matthew Zeitlin, former guest, says, you can tell who is used to antitrust investigations.
Speaker 1:Well, stay safe out there. If you're planning on bidding for some IP and you're two of them, you're chatting with the richest man in the world, yeah, maybe stick to a phone call. Who knows? We're wing flashback.
Speaker 3:We'd love
Speaker 1:Flashback.