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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.
Gary Vaynerchuk from VaynerMedia. Gary, how are you doing? Welcome Do back to the
Speaker 2:you know about Wombos?
Speaker 3:I do not, my friend.
Speaker 1:You gotta learn about Wombos.
Speaker 2:You gotta learn about Wombos. They are the next meta. They are next meta. If you're not doing Wombos in 2026, you're getting left behind.
Speaker 1:Wombos are word combos. So the example would be a quiche is quirky and niche. You put it together and that's quiche. Or Lorraine, lore Quiche plus is a
Speaker 3:that's a that's a that was a risky start for the first word. Yeah.
Speaker 2:That's a risk you get. Lorraine is a better is a better one. Give me if I say Lorraine
Speaker 3:Boys, first first and foremost, congratulations.
Speaker 1:Thank you.
Speaker 2:Thank you.
Speaker 3:I really appreciate that.
Speaker 2:Thank you. I remember I remember our very first call, and I think it was in 2025. So we were just maybe, like, a little a little just a few months into the show. And you even at that point, we were very, very, very small. I think we had maybe just gone live
Speaker 1:Yeah.
Speaker 2:A few times. And you told us
Speaker 1:Go harder.
Speaker 2:You guys you you said go harder. We were already going pretty hard, but you said go harder. And we certainly did. So
Speaker 1:And go multi platform. That was really huge too. You you you were you were very early in, like, why don't you have a newsletter right now? Why aren't you on YouTube in multiple ways? Why aren't you on Instagram yet?
Speaker 1:And so we did the uncomfortable thing of posting pretty subpar content for a while, but it started the compounding very, very early, and now it's really pretty much better. Everything
Speaker 3:start starts subpar. Right? Like, when
Speaker 2:you start working out or when
Speaker 3:you start singing or drawing like, you know, like, for everybody who's watching right now, every business, every personal brand, every b to b, every b to c, to to take advantage of the attention media landscape that's in place right now. It's really uncomprehendable to me. It's there's never been a time in the history of humanity or business where the cost of distribution is zero for the distribution. It's there's costs in the content. And then when you do it but the upside is so extraordinary against the investment that when you frame it up properly multichannel, multiformat, the the business outcomes could be extraordinary, and I'm happy to see you guys get one.
Speaker 2:Yeah. Well, what oh, what's Is it is it funny that, is it funny to you that that it feels like it feels like in some ways, we're, like, a decade into live streaming and yet
Speaker 1:Two decades by some measures.
Speaker 2:Well, Two decades by some measures. But like Twitch has been big for a long time. There's been so much attention there.
Speaker 3:I mean,
Speaker 2:I mean,
Speaker 3:I wrote I wrote this book in 2008. It came out in o nine, Crush It. In the back of the book, I talk about youth stream and live streaming.
Speaker 1:Yeah.
Speaker 3:Yeah. I mean, you know, with ebbs and flows, and to your point, like, I mean, I can't even comprehend the economic impact live social shopping is gonna do over the next ten years for humans and consumer businesses. Yeah. It's all the same stuff, brother. It's always been around forever and it's always the beginning.
Speaker 3:Right? Like, it just kind of the way consumer behavior and human behavior works. Yeah. It does it does surprise me how many more people have not replicated the very, you know, basic DG framework that you guys executed in this genre.
Speaker 2:Well, It's available for the interesting the interesting thing is we there's there's easily been a 100 a 100 shows that have, like, taken some level of inspiration from what we're doing. It's still very, very hard it's still very, very hard to break through. Right? There's it's not just it's not just the overlay and the format. But Sure.
Speaker 2:I have been I I've been very confident. I've said this on podcasts for you know, we've talked about this going back probably six six to eight months ago. You should take this format of a livestream and you just add a extra level of production beyond. You have a laptop there and you're hanging out and you apply that. The example we'd always talk about is like cooking where all you need is like a cool kitchen.
Speaker 2:You that's your set. You have a couple of cameras so you have different angles. And then you just say, hey, every day at 3PM, I'm gonna cook dinner. This is what I'm gonna cook. Here's the schedule.
Speaker 2:You can make dinner with me. And I think that that's like an entire niche Yeah. That you could build around. You could inter integrate guests into something like that too. So you have different Conversations.
Speaker 2:Content creators coming through every day. And then I think you can apply that to a bunch of other things. Sports has honestly been the most advanced Yeah. In terms of live streaming. So credit credit to them.
Speaker 3:Yeah. I mean, it's it's it's there for the taking. A lot of things are there for the taking.
Speaker 2:Yeah. How are you thinking about how branding and marketing will evolve? I had this interesting moment this week with the GBT images two launch where suddenly any brand, like, basically fully democratized high quality product photography. Now there's still categories where, like, I don't want you to AI generate the the product photography. Like, even apparel is actually interesting where, like, fit matters a lot.
Speaker 2:And so if you generate a bunch of AI images of your shirt and then I buy it and it doesn't fit well, like, I'm not gonna be happy about it. But for a bunch of categories, it's cool. And I always kind of have this like kind of strange moment where it used to be you could identify an entrepreneur's ability by their product photography in some way. Because even if somebody is like bootstrapped and scrappy, like they would find that friend and say like, hey, do me a favor, help me get some great images. And you could kinda categorize like a company that you're seeing online like, okay, could this person figure out how to get great product photography or not?
Speaker 2:But now the bar is just so much lower, you're you're like a couple prompts away from it. And so it feels like it's gonna be harder than ever to stand out online.
Speaker 3:Well, I mean, there's a lot there. I mean, it's oh, you know, we just got done talking about how hard it is to stand out online. Right? Like like, the the cost of entry is zero.
Speaker 1:Yeah.
Speaker 3:But, you know, this is a competition. Like, you know, everyone's trying, and so everyone will make content, video, picture, audio at a level that is incomprehendible to all of us that were born prior to five minutes ago, and this will be another transition. I think, you know, there's there's always going to be a timing game to this. Right? So right now, you know, like, this open claw Yeah.
Speaker 3:You know, allows me to do things that a lot of people aren't thinking about right now, and me knowing that and me playing with that. And then even more interestingly, how creative or strategic am I with the agentic agents? And what are they doing for me? How do I understand it? Blah blah blah blah blah.
Speaker 3:So I think it's kind of always gonna be the same thing. Like, whether it was electricity, and some people put electricity in their home and other people were scared to because there was demons in it. Or, you know, the car or the the, you know, the typewriter is one that I've, like, been fascinated by the competitive advantages of the companies that actually brought typewriters in versus, you know, putting penmanship on a pedestal. You know, like Oh, yeah. And computers, and the Internet, and mobile devices, and open source versus closed source, and social media, now AI.
Speaker 3:You know, look, this AI thing is no joke. We all know that. It's big stakes. There's a lot to it. But, you know, I still think whatever that human was to being scrappy to find their friend for the photography, you know, that scrappiness is gonna be deployed into something else.
Speaker 2:Right? Totally.
Speaker 3:And so I also think right? And I also think that we're about to see the explosion of Analog. Right? Like, I think this barbell that I keep thinking Totally.
Speaker 2:I I've been thinking like, okay, you wanna start an apparel brand? You wanna go on Instagram or TikTok and duke it out with like 10,000 other brands? Or why don't you like find somebody that has a retail store that they can't rent out and like do a deal with them and just try to get big in your hometown again? You know?
Speaker 3:And and my argument would be would be and. Yeah. Right? Yeah. Like, to me, this bar like, I just extreme AI, I think, is creating extreme analog.
Speaker 3:I really do think it's a barbell. I think in the next ten years, obviously, it's two thousand and thirty six, but I feel like it's gonna feel like 2050, which actually is bringing the rise of 1950. I couldn't be more impressed with what Ari Emanuel and others are doing that are investing in all these analog businesses. I I could not be more interested in physical retail, in event driven businesses, in concerts, and venues. And I I think the the rise of Analog.
Speaker 3:I have a restaurant business, part of a restaurant group. I keep pushing my partners who are really operating. Let's open a restaurant that makes people check-in their phone as soon as they walk in. Let's put people in group tables. I like You you see what's happening with flip phones.
Speaker 3:Yeah. Gen Alpha buying them. We see vinyl sales. You know, I've been very at the forefront of collectibles. I felt collectibles was something tangible and was a gateway drug to community.
Speaker 3:If you've never been to San Diego Comic Con or the Sports Card National or Fanatics Fest. So I think there's a lot of interesting non digital realities that are coming as a counter move to the insanity of AI advancements. We're literally within a half decade not believing a single video, not a single fucking video that's on the Internet. Like, in five years, if we're having this video, this interview right now
Speaker 1:Yeah.
Speaker 3:Most of the audience is trying to figure out if we're real or not. That is that is very real and has real substantial counter opportunities. So Yeah. You know, the photographer who's sad when they hear that, I'm like, no. No.
Speaker 3:No. You might actually crush in a different way. And so I'm curious to see what the counter scaled moves are gonna be of the next decade. And I think for any real entrepreneur, they're not crying about AI killing them. They're curious about what AI at scale is gonna create opportunity for them.
Speaker 2:Okay. Totally.
Speaker 1:Alright. Let's go deeper on Analog. I want your reaction to this headline that for the first time this century, vinyl music sales eclipsed $1,000,000,000 in a calendar year. Saved vinyl records are up something like 10% in 2025.
Speaker 2:Yeah. They're effectively, like, 10% of, like, global streaming revenue is just vinyl still.
Speaker 1:It's bigger than CDs. It's making a bigger comeback than other formats. Yep. What what is your what is your reaction? Is it people looking for wall decorations?
Speaker 1:Are they actually listening to the vinyl? Do you have any idea of, like, what we should read into that idea of this nostalgic format
Speaker 3:Are you
Speaker 1:are you coming back?
Speaker 3:Are you in your I mean, do you see my shelves here? Yeah. Like, only thing I've been thinking about for the last seven, eight years or not only, but, like, very hot on this. Yeah. I mean, the answer is yes to both.
Speaker 3:Mhmm. Some of it's happening with decorative. A lot of it's happening with collectibles.
Speaker 2:Yeah.
Speaker 3:Even more is happening with subconscious counter push to extreme digitalization.
Speaker 1:Sure. Mhmm. Yeah.
Speaker 3:There are people this is by the way, one of the reasons we're not gonna see unlimited television commercials and social media content that's just pure AI from the biggest companies in the world Sure. Is every time they try to go there, you probably have touched on your show, McDonald's, others. They get such backlash because the whole world is so scared that AI is gonna take their job that the consumer is pushing against it. And then that's one part. And then the second part is, yeah, people are starting to do counter behavior consciously and unconsciously.
Speaker 3:And and and then there's just swings of swings of trends like, you know, like music sounds great in a great record player and like people go, this is kinda cool too. And like, it becomes behavioral. It it, you know, it starts in the same stuff. You know this. It's like the Brooklyn extremists are like, let's go, you know, hippie cool culture.
Speaker 3:And they get their little thing in a little sub pocket. It bleeds out a little bit. Then the Manhattanites feel like they're not cool anymore. So they do it to keep up with the Brooklynites. And then we have that version everywhere in California, Texas, and Florida, and everywhere in the world.
Speaker 3:And so it's just it's normal consumer behavior, but I it is clearly a counterpoint to extreme in feed in digital consumption. And I think that's great. It it speaks to the thing I most believe in, which is humans correct themselves at a level that we are unbelievably underestimating. The the sheer adaptability of the human race is extraordinary.
Speaker 2:Let's give it up for us. Sports. Well well said.
Speaker 1:I wanna talk about sports.
Speaker 2:Yeah. Mean, are a good example. We were talking earlier, a friend of the show, Josh Kushner, is looking to acquire a stake in in the Giants and out of his new eternal fund, which which is basically a a will seemingly be a collection of, like, you know, evergreen bets that aren't that can't be disrupted by AI because I don't wanna watch And then the sphere simulation of the giants. The sphere is another good example.
Speaker 1:Crazy. Everyone was thinking that, that was not going to go well. They were worried about the debt, and the stock is up like 3x. It's done very well. How are you thinking about both opportunities in new physical locations like the Sphere and then also in the the the more legacy brands like the San Francisco Giants, the New York Mets, the different sports franchises out there?
Speaker 3:Yes. I I you know, it's really interesting to tie a couple things together. This distribution channel that you and I are on right now. Right? The fact that people watching.
Speaker 1:Yeah.
Speaker 3:In in a way that forty years ago, somebody would have to say, you guys are good faces and you look good and you're charismatic and you might get a shot on this distribution. This decentralization of distribution along with with this analog and not disrupted by AI thing, is why six or seven years ago, I started investing very heavily in alternative sports. Mhmm. So I made a big bet on pickleball that I think is gonna work out quite well. Yeah.
Speaker 3:You know, unrivaled the three on three basketball league, AJ and I, my brother, early investors in that. The Wiffleball league, the sailing league, slam ball.
Speaker 1:Yeah.
Speaker 3:I've been very aggressive on alternative sport investing, Padel.
Speaker 1:Yeah.
Speaker 3:So I'm very bullish on it. I think Josh obviously plays at a at a very heavy economic level with his funds of that nature. And everyone like him and others, especially him, I have so much pride in his building because he's done such a great job in New York City based when we were always like, NBA is the best. So it's been great to his him thrive, shine. I think all anyone who does not realize how substantial the Analog opportunities are is is really missing the plot of what's happening.
Speaker 3:And so it gets exciting. It's exciting to think that you can invest in both something that could get as big as, you know, anthropic in an extreme digital world, but also forget about the obvious ones like the giants or the spear. I'm talking about people rolling up 900 local restaurants and building up a huge like like it it compounds two x what anyone in PE would have thought, because people want to go physically out and eat instead of just do seamless. You know, somebody buying up shopping malls, not to make them data centers, but because they think they can make a half experiential, half old mall shopping environment that people are gonna be yearning for. Here's a left field one like the the drive in movie theater.
Speaker 3:Right? The stuff that dominated the fifties and sixties. When I say that out loud of like, do you think a modern drive in movie theater, which has done really well
Speaker 1:Yeah.
Speaker 3:And executed super well, you think that a lot of people would be about that life? I think we can all agree that yes.
Speaker 1:100%.
Speaker 3:Yeah. And then what happens to the person that does 39 of those and Yeah. Has a real business and flips it? So I I think it's a really cool time for a lot of us that are watching this show
Speaker 1:Yeah.
Speaker 3:Where like, oh, crap. We can play on either side of extreme digitalization or analog. Yeah. Be creative.
Speaker 2:Well, yeah. The the beauty you know, give look. The example of somebody making like a a modern chain of drive in movie theaters is like you get all the benefits of AI still. Get to you get to use it for to instantly respond to any customer message and help solve problems.
Speaker 3:What about this? Now we're nerding out. What if you have 40 of them, and now this is seven years from now, and you start showing your own films that you make in AI and build your own IP through your own analog distribution?
Speaker 1:Yeah. Oh, that's a good thing.
Speaker 2:Yeah. I could see I could see doing that for kids. Yeah. You know, like, may maybe slightly lower bar, but you create your own kind of kids kids content.
Speaker 3:That's again, a lot of things I do Yeah. Get more obvious later. I got made fun of writing that book. Yeah. Anyone can personal brand on Twitter.
Speaker 3:Now it doesn't look so funny. I mean, I'm
Speaker 2:Who's laughing now? Who's laughing now?
Speaker 3:Yeah. But when I started building v friends and, like, building this Pokemon Sesame Street thing
Speaker 1:Yeah.
Speaker 3:Yes, there was a lot of blockchain in it, but it was a lot of my smartest friends in Silicon Valley five years ago, like, this AI thing is percolating. You know, it was a little more slang for machine learning.
Speaker 1:Yeah.
Speaker 3:And then it obviously got accelerated real quick. Yeah. But, like yeah. Believe in a lot of this stuff.
Speaker 1:Well, speaking of people that are watching the show, there is an army of people named Ryan in the chat, and they want to be acknowledged by us. So I'll ask you a question about a Ryan from your life. Can you tell me something you learned from Ryan Serhant or Ryan Holiday or maybe Ryan Harwood? Do any of these names conjure any interesting stories Yeah. Or life
Speaker 3:The Ryan Mafia is good. I mean, Ryan Harwood, I've learned nothing from. Zero. Absolutely nothing. Let's just put that on the deck.
Speaker 3:You know, Ryan Holiday was definitely the individual that I was like, finally put a word to kinda how I was living my life. Right? My mother's my hero. She taught me just how to be a really happy human. You know, I thought it was immigrants, and I thought it was simplicity, and I thought it was, you know, love and health over everything and truly truly not just cliche bullshit, but live your life that way even if you're an entrepreneur and a capitalist and wanna compete.
Speaker 3:But when Ryan Holiday started talking about being a stoic and stoic system, I was like, oh. Like, you know, like I was like, oh, shit. That sounds like, oh, that that that's interesting. Yeah. And so I think that that's one for him.
Speaker 3:Sirhan, you know, is a fun one for me because a lot you know, he's obviously playing at such a big personal brand level now. Then we had that TV show on Bravo, and then it was off the air. You know, his curiosity and humility was amazing. Like, he was always around our ecosystem, and he really learned to play the playbook I've lived, you've lived. He's lived so much of, you know, now he's back on Netflix, but he had a really great era in between his television moments of really winning on social and going all in.
Speaker 3:And I'm really proud of him. And Harwood is is just a dear actual friend. He's family, not even friends. And so I he's taught me that
Speaker 2:I'm glad you circled. I'm glad you circled back because I was like, damn. He's taking shots.
Speaker 3:You know, and, you know, he's a Long Island boy. I'm a Jersey boy. I think anyone from our part of the world knows, like, taking shots, Peter, brothers is like the ultimate form of I love you more than any I I think literally from from 1985 to 2000, Yeah. 98% of the words out of my best friend's mouths was highly disrespectful in my direction.
Speaker 1:Of course. That's the best. That's the only way to do it. Ryan Holiday wrote, trust me, I'm lying, confessions of a media manipulator at 25. Should more young people write books?
Speaker 1:I talk to some brilliant young people every day on the show. A lot of them fantasize about writing a book, but it always feels like it's something that needs to come with wisdom and needs to come with being 40, 50, 60 Yeah.
Speaker 2:Get a lot of but but part of it is like you're generating wisdom through writing Yeah. Thinking deeply. Do you I feel like
Speaker 3:I think of it this way, man. I think it is it's weirdly back to my barbell. I think people that have something to say will probably be best at the barbell. You know, meaning, it's kinda like someone's first album. You had your whole life to write it.
Speaker 1:Mhmm.
Speaker 3:Right?
Speaker 2:Yeah. Yeah.
Speaker 3:And then so I don't know. For me, speaking for myself, like, again, back to the books, like, when I look back at that, I'm like, how like and I'm pretty like I don't feel good about myself. And we have me and me have a good relationship with each other. But even I like, I look at it and I'm like, how the hell did you write that in 2008? And then and then to your point, I think my nest next best piece of work will be when I'm wrapping it up and I can synthesize all the good stuff.
Speaker 3:So I would wildly encourage, especially the kind of characters you guys hang out with. They have a lot to say. Because much like I had in my youth, I saw things others couldn't see because I wasn't playing by yesterday's rules. I always say fresh eyes are dangerous eyes. You know nothing, it makes you dangerous.
Speaker 3:You can really innovate. And then I think those people that, you know, have sustained careers and can have years of wisdom and chapters have a lot to say that can really wrap up and bring value. So I think most people, if they're going to be in that game, are probably gonna write their best book first and last.
Speaker 1:Mhmm.
Speaker 2:You partnered up with Masterclass.
Speaker 1:Yeah. Tell us about it.
Speaker 2:Tell us about it.
Speaker 3:You know, I fifteen years ago, anything that looked like Masterclass, like selling stuff was really scammy. Like, I grew up in the web one o era. And like, stepped away from a lot of subscription Patreon, OnlyFans, master class. Like, selling information was really dirty in '97, '98. $150 ebook that was straight garbage.
Speaker 3:Yeah. I I wanna give master class some flowers. Like, when they first kinda hit the scene around that era, we were just getting into the earliest stage of where we are now where premium content, you know, sub stack, beehive. Like, now it's respected, which is amazing. And I think is great for a lot of individual writers and contributors.
Speaker 3:You know, it was really good company. Like, I like who they had for this class. It's addressing something I believe is real, which is like getting an MBA in real life and AI at, you know, pennies versus taking on extreme debt and getting an MBA from a high class university that you think that logo is gonna get you financial opportunity in a way that I believe has passed us by. You know, just feels like I want to be part of things that are historically correct or, you know, are just a little more practical and common sense. And so, yeah, I mean, they've come to me a whole bunch of times.
Speaker 3:This was the first time I was like, you know what? I can join this crew. I have something to say about AI marketing and and production and and the strategies of that. And and I hope that, you know, me or Cuban or any of the other people they threw at it might get someone to stop and not take on $300,000 in debt that's not gonna be ROI positive. Mhmm.
Speaker 2:Yeah. Makes sense.
Speaker 1:What are you hearing from sort of like Fortune 500 CMOs, like larger company marketers around anything, should change in the world of AI around their marketing mix?
Speaker 3:I'm giggling because we're going to wrap up here, and I'm actually going to take your question, but try to give an extraordinary amount of value to everyone that I know listens to this epic show. It's not what they're saying. It's how they're acting, which leads me to the following sentence. Mhmm. Everybody who's watching is highly invested in big companies that spend a lot of money on marketing.
Speaker 3:Your marketing department is wasting 93¢ of every dollar they spend.
Speaker 1:Okay.
Speaker 3:We are living in such a radical transformation of the mid funnel dominating not the upper funnel, the lower funnel.
Speaker 2:Sure.
Speaker 3:Us three right now, we're on mid funnel. Yeah. We are producing
Speaker 2:on in the mid funnel.
Speaker 3:I mean, look, I mean, this is what's going on in my end. I'm doing. Right? This this is a production day.
Speaker 1:Yeah.
Speaker 3:This will be post produced into creative that will go in the mid funnel, organic social.
Speaker 1:Yep.
Speaker 3:And the things that do well will go up for brand and down for performance. Mhmm. Every brand on earth should be spending the 20% of their entire marketing budget just on social media organic production Mhmm. Because the mid funnel TikTokification of social has eaten up the world, and we should spend no media dollars against creative that we're guessing for the big campaign. Mhmm.
Speaker 3:And then when I tell you every Fortune 5,000 company is still doing guessing on the upper funnel, sponsorships, ridiculous shit. And then the lower funnel, twenty sixteen AB testing, beta frameworks, when the mid funnel ate up the whole world, and you guys are winning, and Ruins is winning, and any personal brand, and many other businesses. And so that doesn't even get into the AI of it all. That to me is tooling and infrastructure to be great at what I just said.
Speaker 1:Yeah.
Speaker 3:But Jesus, there's a lot of money being wasted by the companies representing the eyeballs that are watching the show right now, and that makes me sad.
Speaker 1:Yeah. Makes a lot of sense.
Speaker 2:I I I can't stand
Speaker 1:waste of Yeah. Marketing Blood makes my blood boil. Well, thank you so much for So great
Speaker 2:to see you.
Speaker 1:Come chat with us. Congrats on our progress.
Speaker 2:Barely got to talk about live commerce.
Speaker 1:Yeah. There's a
Speaker 3:lot more.
Speaker 2:Get that out there next time.
Speaker 3:Yeah. We you you everybody here anybody selling to the consumer needs to understand that China's gonna do a trillion in GMV. A trillion in GMV this year in stuff so old. And TikTok shop and whatnot are doing real numbers in in The US. Mhmm.
Speaker 3:And that is clearly gonna be popping off any second with what they're gonna do, which will lead YouTube to do what they're gonna do. Sorry.
Speaker 2:I know you gotta leave, but give me your 30 second outlook on TikTok post kind of acquisition change in ownership. How's the platform changing? What's your outlook?
Speaker 3:There's I felt nothing. I haven't done any real homework on any, like, corporate structure or what is gonna be the vibe.
Speaker 2:I know. But will the new owner will the new owners be willing to, like, subsidize TikTok shop is kinda what I'm getting at.
Speaker 3:They they don't need to. It actually works on merit.
Speaker 2:Okay.
Speaker 3:You only need to subsidize shitty shit. Mhmm.
Speaker 1:Always a good time. Thank you so much for coming on. Great to see you. We'll talk to you soon, Gary. Goodbye.
Speaker 1:Later in the show, we'll be telling you about a local man who grew a 900 pound pumpkin in his backyard, and we'll tell you what it means for AI scaling laws. But up next, we have Humble Robotics. The founder and CEO is in the waiting room. Let's bring in Ayall Cohen to the TBPN UltraDome. How are you doing?
Speaker 2:What's going on? Great.