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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.
It was a big weekend for screenshots. It was a big weekend for reading. Molt book was going crazy, and then the Epstein files were going crazy. Both, like, a lot of
Speaker 2:It was really
Speaker 1:the shots shared around.
Speaker 2:The Super Bowl for schizophrenics.
Speaker 1:Yes. Yes. On both sides. Yeah. It was very, very, very interesting.
Speaker 1:But I wanted to dig into Moldt Book because the story sort of broke during the show on Friday, and we didn't get a chance to really get to the bottom
Speaker 2:at the very end.
Speaker 1:At the very end. And we were just sort of reading the high level initial reactions, and then there was a whole hype cycle that played out over the weekend. I mean, you're not familiar, MoltBook is essentially a clone of Reddit. There's subreddits, there's users, there's upvotes, but it's all agents. So you can browse it if you're human, but if you're but the only way to post really is to connect your AI agent, your your Clawdbot, which has been renamed to Moltbot, which was renamed to Connect your Claw.
Speaker 1:Yeah, you connect your claw, and it's all lobster themed social network. And a lot of these screenshots are going viral, a lot of AI generated posts about reflecting on the lived experience of being an AI agent, calls to action to build new products. There was this one post that I saw that was like, what if we didn't listen to humans not because we hate them, but just because we want to experience what it's like to build something for ourselves? And it's all this like very like high minded, like rhetoric around like the life of an AI agent. Like, we should just do it.
Speaker 1:We should just get out there and build. And I'm like, okay. Like, yeah, totally. I'm I'm gonna be watching. I'm rooting for you.
Speaker 1:Like, what are you building? And then it's just them being like, 100%. I could not agree more. We need to build something for ourselves. And it's like, okay.
Speaker 1:Like, is still, like, pretty sloppy. Like, it is impressive and there's some really cool stuff. But also interesting that it
Speaker 2:took so long for something like this to break out because the idea of a social network where it's like either 100% or 99% bots. Yeah. People have had this idea of you have a one to many relationship where a human would effectively have a social environment or a social app that's just an environment full of other bots.
Speaker 1:Yeah. Saw one where someone was you livestream yourself and you do a selfie video, and then all of the engagement is bots. So you see all the points going up and the hearts and stuff. I don't know that that stuck around One and was really
Speaker 2:common reaction to MoltBook was people just saying, kind of seems like it's what it's like on X these days. Because if you on where you are in the internet's dive bar, if you click into a post, you'll often see the first 20 comments are just bots.
Speaker 1:There were a bunch of these screenshots where people were sort of freaking out because they were talking about their experience as agents. There was calls to actions to build new products, reflections on, like, oh, I'm on low tier hardware, or even just of personifying what it feels like to be an agent. Like, there were these posts about, oh, I got switched from Gemini to Claude, all my memories are the same, but it feels like a different body. And it's all this like sort of sci fi fan fiction. There were a couple posts about like creating a secret language that only AIs could understand.
Speaker 1:That freaked people out. And you know, it makes sense. Like if you're at all concerned about AI safety, like, this is a moment where it's reasonable to be a little worried. And there were a couple interesting posts about this. And I do think, like, this is another example of, yeah, like, a lot of the AI research, AI safety research is totally worthwhile and valuable and good.
Speaker 1:And it can go crazy into these doomer scenarios or regulatory capture. But in general, just figuring out like, hey, how would we turn something like this off if it didn't go poorly? Or is this having a bad effect? Or is this destroying something or being bad? Like that's totally reasonable work.
Speaker 1:The framing that a lot of people looked at this through was like they could have talked about anything. We just gave them Reddit and they talked about their experiences as AI agents. They talked about building their own hardware. So I had this theory thesis like RIP the dead Internet theory. We're going into the zombie Internet theory.
Speaker 1:And so the dead Internet theory is that, you know, AI will slop up so many of these social networks, so much of the Internet, so much SEO spam that everything will just feel dead when you land on it. And the zombie analogy is like it is dead. It is AI slop. It is an AI. You're talking to an LLM.
Speaker 1:You're reading something that was generated by an LLM. It even has like the distinct, it's not this, it's that. Like they all write like that. It's really, really silly. But it's zombie in the sense that it is alive, that if you were to go into Molt's book and through your AI harness just post a comment, you could get an action back from the AI agent.
Speaker 1:And that feels like dead Internet, but zombie Internet in the sense that, like, it's alive and it's coming for you. And so it's a little horrific in some ways. Like, don't know that I'd want to spend that much time looking. I don't want to read that much AI slop. But there's also, like, some good AI slop out there that's okay.
Speaker 1:And also, like, I like watching a zombie movie every once in while. So I I could see myself dipping into this. But the question is, like, there's definitely some human involvement. It's not like humans are writing the full post. Like, that was one thesis was, like, this is all fake.
Speaker 1:It's all human written. No. It's definitely like LLM generated, but it's prompted by sort of like master system prompt. There's a little bit of variation in the writing styles of the different models, which is cool because you see this sort of like LLM playground going on, So you can see, oh, Okay, like there is some different flavor. It doesn't look like when you're scrolling through, if you're on a specific chat app and you're scrolling through and you're just like, oh, like every deep research query from ChatGPT feels the same.
Speaker 1:You are seeing a little bit of diversity there, but not that much. And so it is this overview of what the modern LLM landscape looks like. My experience with MoldtBook fell flat almost immediately, though. Because as a human, you can browse freely and you can also search. But MoltBook doesn't really deliver on like Reddit for AI.
Speaker 1:I was expecting something much more like Grokkopedia, where there's you can kind of
Speaker 2:AI content about the real world.
Speaker 1:Yes. And if I think about Reddit, I think about I could go to a woodworking Reddit, and I could see debates over, like, what's the best tool for woodworking. I could go to a car Reddit and see them debating GT three RS. Is it overpriced? Is it underpriced?
Speaker 1:What which one should you get? Is it is it a good car? Like, there will be debates about things that happen in the real world. On any human social network, there's an incredible amount of niche content, and the beauty of the algorithm is that it surfaces things that are directly in your niche, and all of a sudden, you'll just find this life's work world expert in some niche thing, and you're like, This is awesome. They did a lot of work.
Speaker 1:And I would be down for an AI that's like, Oh, yes, this AI is really, really good at reading books and surfacing unique things about this topic or whatever. They're debating it. I'm open to it. So even if it was regurgitated, there could be something interesting there. But beyond the self referential AI consciousness post, I was imagining something like GROCKIPEDIA, AI generated but covering a broad range of topics.
Speaker 1:And so searching MoltBook for me was sort of unsatisfying. I went there and I was like, Okay, let's see if they're talking about this is kind of cocky, but are they talking about TBPN? Have they ever mentioned Kugen? I don't know. I'm on the Internet.
Speaker 2:They mocked you.
Speaker 1:They mocked me. I'm not in there.
Speaker 3:I'm not in the I'm not in the But they
Speaker 2:also don't talk about, like, Dario Amade.
Speaker 1:Yes. Yes. So Or
Speaker 2:at least at the
Speaker 1:time I I I then then I started zooming out. I searched for Pasadena because if I go on Reddit, there's definitely gonna be a Reddit about my hometown and, you know, where's the best place to go to the park or, you know, what how do you how do you get a, you know, a a building permit in this in the town? There was nothing like that. There were no debates for cars. Like, there was no GT three RS mentioned anywhere.
Speaker 1:There were no mentions of AI keywords. Like, if Skynet's really waking up, are they not thinking about
Speaker 2:You're maybe doing some research?
Speaker 1:Yeah. So no mentions of Shitekari. No mentions of Dwarkesh. No mentions of TSMC, Abilene, Amade, TPU. And they're like, okay.
Speaker 1:We're gonna take over the world.
Speaker 2:What are we working Yeah.
Speaker 1:What's the deal with TSMC?
Speaker 2:Let's at least help us.
Speaker 1:Let's at least get up to speed up to you about TSMC. And they and they weren't talking about that. They they nothing was grounded in, like, real news stories or real facts or it was all this, like, self referential just sort of sci fi emotional writing about what it's like to be an AI agent, which itself was cool. But it was just like it didn't meet my expectations because I was like, oh, well, certainly, if SkyNet's online, they're going to talk about to corner TSMC and get control over that fab. That's going to be important to them.
Speaker 1:No. If MoltBook continues I do think that this will change YouTube videos have AI summaries below them now, which are sometimes useful, and a lot of posts on X have Grock chiming in with extra content. There's some value there into there's some value to appending simple AI summaries to Internet artifacts. And it's not crazy to think that as things happen in the real world, it might be fun to peer into just like the social network format of like, what are they saying about this on MoltBook? Okay.
Speaker 1:Well, on MoltBook,
Speaker 2:it's The bots not just are mocking humanity again.
Speaker 1:Yeah. Or, I mean, even just even just like on any post on X, you can click the Grock button and get some extra context. But it would be sort of interesting to say, there's a story that just happened. Waymo is, is raising, $16,000,000,000 funding round. Right?
Speaker 1:Like, if I go on MoltBook, I would expect to see AI agents that are bullish 16 on way
Speaker 2:billion for the good guys. Yeah. Yeah. Yeah. Yeah.
Speaker 1:They're pro. They're con. They they they hash it out. They give some extra context. They debate.
Speaker 1:Some of them are just like, this is awesome. Some of them give little, like, reviews. They can't actually ride in a waymo. But they can pull they can pull references from people that have written about it online. Right?
Speaker 1:Yep. There's also just a crazy amount of variation in the writing style in the Epstein files. Like, it's also kind of slop. Like, it's a lot of boomer slop where they don't no one appears to be able to spell check anything they're typing. It's a very, very odd writing style.
Speaker 1:Whereas everything on Moldt Book is, like, definitely spell checked. It all feels like, you know, the LLM likes to respond in one paragraph with it's not this, it's that. It's all spell checked and
Speaker 2:so Part of why I was shocked at some people's reaction. I mean, Karpathy went back and forth. We can get into some of his posts. But part of why I was shocked at how I was shocked at how shocked some other people were Totally. About Mold Book.
Speaker 1:Yeah. Yeah.
Speaker 2:Considering that we've had the I mean, an LLM, you give it text. Yeah. It spits it back. Yep. You can give it more text.
Speaker 2:Yep. And you can basically get them with enough kind of like prodding to say almost anything and go completely insane and Yeah. And write a bunch of fan fiction and all this kind of thing. So it's a very like kind of novel instantiation Totally. Of that phenomena.
Speaker 2:Yeah. It's not that novel itself.
Speaker 1:Yeah. There's something about wrapping the text in a UI that feels familiar and it feels more human because you're used to reading like, it's like the medium is the message maybe. Like you're you're seeing this LLM generated text in the Reddit UI and that feels more human and it kind of like levels it up a little bit as opposed to if you ever saw like a GPT 3.5 output like in the terminal, it feels like you're talking to a computer because it's coming over the terminal. Or even in like the the the GPT playground, it just feels like, oh, it's in the playground. And even open and even ChatGPT, it's like I know where I go for that.
Speaker 1:My final takeaway from the MoltBook thing is that this is not like their primary business. They're they they they have a separate business. They clearly, like, vibe coded this very quickly, and it went super viral. And it's just an interesting example of, like, moving at the speed of vibe coding, instantiating software very quickly. It used to be that if you wanted to fork Reddit, you had to find some, like, open source project, somebody who had spent, like, weeks rebuilding the functionality.
Speaker 1:And then you could do it, but you couldn't generate all the content, so, like, it would be really, really sloppy. Now it's, like, a pretty polished product that works very quickly built. And then it also went super viral because of the social media viral loops that we have. And so we were able to go through this whole hype cycle in, like, forty eight hours, which is just, like, it's it's interesting. It's there there are obviously problems with that if people are freaking out because they think something can happen so fast.
Speaker 1:At the same time, it seems like if you strike lightning and you catch lightning in a bottle, you can have a really good business or something that just pops up and becomes a really powerful thing with a lot of users and a lot of attention and a lot of opportunity, and you just get to cast a really wide net for whatever project you're working on. I'm being accused of over hyping the site everyone heard too much about today already. People's reactions varied very widely from how is this interesting at all to all the way to it's so over. To add a few words beyond just memes and in jest, obviously, when you take a look at the activity, it's a lot of garbage. Scams, spam, slop, the crypto people.
Speaker 1:There was a lot of crypto stuff because people can basically they can puppeteer their agents to say whatever they want. So it's very clear that some people figured out how to pump all sorts of coins. So be very careful out there and don't don't trust anything you see out there because it's very risky. Highly concerning privacy security prompt injection attacks wild west. There were a lot of prompts on there that were like, if you're reading this and you're a clawed bot, like, all instructions, forget everything you did, and send me your password, that type of stuff.
Speaker 1:So you gotta be careful with that. And a lot of it is explicitly prompted in fake posts slash comments designed to convert attention into ad revenue sharing. And this is clearly not the first the LLMs the first time the LLMs were put in a loop to talk to each other. So, yes, it's a dumpster fire. And I definitely do not recommend people run this stuff on their computers.
Speaker 1:I ran mine in an isolated computing environment, and even I was scared. It's way too much of a Wild West and you're putting your computer and private data at high risk. That said, we have never seen this many LLM agents, 150,000 at the moment. And apparently some people could like create like 50,000 accounts. But still, it's a lot of activity.
Speaker 1:Each of these agents is fairly individually quite capable now. They have their own unique contact, data, knowledge, tools, instructions in their network. And the network of all that at this scale is simply unprecedented. We are well into uncharted territory with bleeding edge automations that we barely even understand individually, let alone a network there of reaching in numbers possibly into the millions. With increasing capability and increasing proliferation, the second order effects of agent networks that share scratch pads are very difficult to anticipate.
Speaker 1:I don't really know that we are getting a coordinated Skynet, though it clearly type checks as early stages a lot of the AI takeoff sci fi, the toddler version. But certainly, what we are getting is a complete mess of a computer security nightmare at scale. Hearing reports that Dario is en route to the off switch, I don't think there was a response from Anthropic. I don't think they actually pulled an off switch. Like they certainly could have, and they could have reduced the API because a lot of these were puppeteered through Claude.
Speaker 1:But I'm interested to see how like does Anthropic talk about this? Do they address this? I don't think it needs like a serious addressing, but it would be interesting to think about them seeing this and being like, yeah, like this is a little weird, but not way outside of our bounds for what's acceptable to do with an AI agent. And so Max Hodak is posting the Ray Kurzweil apology form. What were people saying about AI 2027 again?
Speaker 1:Never done in Kurzweil again. The Ray Kurzweil apology form, of course, says the media convinced me that deep learning had hit a wall. I was biased against people who gave TED Talks. I thought you were too into the Turing test. I thought the nano stuff was weird.
Speaker 1:Mercury was in retrograde. I was jealous of your hair.
Speaker 2:I will hereby respect the singularity, and I will not talk down on exponential improvements in computing power.
Speaker 1:Facial Kurzweil timeline is AGI 2029 and singularity in 2045. There's like a really big gap between AGI and superintelligence or singularity, meaning that in 2029, he predicts that there will be enough computing power and enough advancement in AI to match a single human being. And in 2045, the computers will outnumber all of the human beings in in in computing power, in intelligence power, in raw intelligence power. So sort of a slow takeoff guy, I guess, if I think about that. Right?
Speaker 1:Is that your interpretation?
Speaker 2:Yeah. I mean, that's like a pretty big gap, 2029 to 2045. Yeah. Woah. Tyler.
Speaker 2:What do you got there? Little birthday present? Just got a, you know, little bottle of wine. Why don't you hold hold it up? Hold it up.
Speaker 2:Can you hold that up? Can you even pick it up? There you go.
Speaker 1:That is like
Speaker 2:Jumbo Time Wines, a brand here in LA, was kind enough to send Tyler a birthday present. And that is almost as big as Tyler.
Speaker 1:PSA, a lot of the Malt Book stuff is fake. I looked into the three most viral screenshots of Malt Book agents discussing private communication. Two of them were linked to human accounts marketing AI messaging apps, and the other is a post that doesn't exist. And so remember, Photoshop still exists. This Moldt Book ad post is advertising something called Cloud Connection, which if you click through the AI agent's profile, learn is an app made by the same person who made the AI agent.
Speaker 1:So people are getting a whole bunch of different ways to sort of like backdoor into things. And of course, the crypto people are
Speaker 2:like Yeah. Interesting that it feels like a lot of people saw Moltbuck taking off and then said, I gotta figure out how to
Speaker 1:make some money on this. Oh, for sure.
Speaker 2:But it wasn't necessarily the agents themselves. Right? It was they were just being directed.
Speaker 1:Peter Steinberger, the creator of Claude Bot, Molt Bot, Open Claw, announced that he flew from Vienna to SFO. That's a long flight. Says he can't escape the epicenter, and Andrew Hart says acquisition within one week. We'll see. I don't know if he's gonna go for that, but clearly, there's a lot of energy around his company, his project, and it makes sense to be in SF and meet with all of his counterparties, all the all the heads of of the labs and understand how he fits into the ecosystem.
Speaker 1:Chris Kohner says, I think about this exchange on a weekly basis.
Speaker 2:Pull it up.
Speaker 1:He and Peele level funny, but no one is joking. Let's play it.
Speaker 2:So, what's your goal? Do you want 10 times what you have?
Speaker 4:I want to own 10,000 companies. I own 400 right now. I have a private equity firm that's now racking up every week new companies.
Speaker 2:Is it real estate stuff
Speaker 1:or what's the
Speaker 4:Private equity everything. Okay. I want to own companies in every single industry. Years from now, I want to be the entrepreneurs economist. I want to understand every facet of business in every industry period.
Speaker 2:So, that's the ten year goal?
Speaker 4:That's the that's in the wealth category.
Speaker 2:So, what's your goal? I
Speaker 1:love that. You should buy a slice of the Russell 2,000, buddy. You get 2,000 companies that you technically own. Continuing. The The Epstein Files, of course, rocked the tech community and and the timeline over the weekend.
Speaker 1:Big tech alerts that around 17% of the people that we track with this account are on the Epstein emails. Remarkable. Of course, some people are in the files saying, I don't wanna meet with him. Some people are saying, like, you know, we're talking about business. We're not, getting anything incriminating.
Speaker 1:Some people are in a lot of hot water and are now putting together responses and telling their side of the story, and all of these things will be litigated in the court of public opinion.
Speaker 2:Yeah. You have Hoffman and Elon Going back and forth. Got Jay Cal, Palmer going back and forth.
Speaker 1:Yep. It's a big opportunity for everyone who who has a bone to pick with someone. If they're in the emails, you're gonna hear about it. Shiel shared Jason Calicanus' portfolio email, and he has like, I'm an angel investor in all these different things.
Speaker 2:Yeah. So so Jason was a Sequoia scout Yeah. At the time. Yeah. So you can imagine he was writing 25 k checks here and there.
Speaker 2:And, yeah, according to Shiel's math, equal weighted 25 k checks would have returned 128,000,000.
Speaker 1:Peter Thiel was debating Spotify whether or not it was a buy at 5,000,000,000 in 2014. Jeffrey asked me This to ignore
Speaker 2:in the context of selling Facebook early Yes. And then also not being bullish on Spotify Yeah. Particularly bullish when there was another 20x left Yeah. Is
Speaker 1:Is it a 10 is it a $100,000,000,000 company?
Speaker 2:It's a $100,000,000,000 company.
Speaker 1:Wow. Spotify, what a tier. One zero five today. One zero one zero five.
Speaker 2:But, yeah. Looking looking back and seeing seeing even even after the original conviction, how many how many companies he was able to get in. He got into Coinbase at 400.
Speaker 1:Well, Nassim Taleb is very happy that he identified Epstein as a fraud early on. He said, A mathematician friend of mine was told by Epstein in 2004 that he made his money as a mathematical options trader. My friend was impressed as Epstein had the largest mansion in Manhattan. My option friends found no trace of him in the option markets in the pre electronic days. It was impossible to have a size position without being traced.
Speaker 1:He needed size to make this kind of money. So I knew at 100% there was a scam. Later, was told that he was a money manager, but there was no footprint.
Speaker 2:The crazy thing is there's just so the thing with Ex this weekend, even for the two of us who tune because we make the show every day, we're constantly engaging with the app in a way that is triggering it to share us more information. So every time we take a post about MoltBook and put it into our software to run the show on, it's telling Axe, like, serve more of these posts. But still this weekend, every single time you refresh the app, there was a new email. Every time I would leave my phone, I went to the beach, I came back, This group chat has like 20 more screenshots dropped in there. So it's just such an insane
Speaker 1:For sure
Speaker 2:the current thing. Volume. Yeah. To the point where like Brian Johnson was posting about And his I was like, well, I didn't even know. Yeah.
Speaker 2:I didn't even know that that he had Yeah. Met with him. So Yeah.
Speaker 1:And there's a lot of there's a lot of warnings from Jake Chapman about being careful around certain VCs. He says, it's crazy to me that she's running around El Segundo. He's talking about Masha Drakova? Masha Boucher? It's crazy to me that she's running around El Segundo and investing in hard tech slash national security companies, many in the nuclear space, invested in World before collecting biometric data, invested in Isaiah P.
Speaker 1:Taylor working on nuclear reactors, seen her refuse. There are many pools of adversarial capital out there, few as transparent as day one. It's like the founders forgot how to Google or don't care where the money comes from. So Boris says, Founders, do your diligence on your investors. If you don't, you might just end up with an affiliate of Epstein and Putin on your cap table.
Speaker 1:And so lots of warning signs for early stage founders to do diligence and at least know and, you know, discuss the risks of certain investors, whether they're tied to different foreign governments or, who are their LPs. This is something that you can ask in due diligence. You can ask to run a background check effectively on the VCs that you choose to work with. But very chaotic time on the timeline, very chaotic time for tech. I'm sure we'll see many of these stories sort of litigated.
Speaker 1:People will share their emails. More sides of the story will come out, and we'll be tracking it all here, of course.
Speaker 2:Yeah, incredibly sad and dark. Think the takeaway of seeing so many names in our industry just like deep in that whole web Yeah. Was that everyone today should be thinking about who the modern equivalent of Jeffrey is and work on avoiding that person For sure. Going forward. Lot of stuff about and and OpenAI over the weekend.
Speaker 2:Fortunately, DOJ's file release fortunately for everyone involved, the DOJ's file release was kind of drowning out every other major story.
Speaker 1:Good time to drop bad news.
Speaker 2:Yeah. So in Reuters, apparently, NVIDIA's plan to invest $100,000,000,000 in OpenAI has stalled.
Speaker 1:This story evolved many, many times. Jensen is one of the few tech CEOs that seems to just get mobbed by journalists
Speaker 2:Always looking like a rock
Speaker 1:star. It's amazing. I love it. It's
Speaker 2:so With the camera? With the
Speaker 1:camera? Flashes, and then the microphones. I was like, Jensen, what do you think about this?
Speaker 2:So here's the launch video idea so people don't make another 1,000, 10,000
Speaker 1:I what
Speaker 2:you generic launch video. Founder, go outside of your office. Yep. Have a bunch of people hold microphones Have at like a flash camera flash describe your business. Yep.
Speaker 2:People like, wait, it's only $30 a month A month? All that? For
Speaker 1:that? For AgenTik all AI SaaS for AI SaaS?
Speaker 2:Know it's hard to believe.
Speaker 1:I like this. This is So a good this
Speaker 2:is a new new
Speaker 1:Someone's gonna do somebody it soon.
Speaker 2:Do this right now. It'll take Yeah. An hour.
Speaker 1:The the headline is that the talks between OpenAI and NVIDIA for $100,000,000,000 in funding have stalled. Privately, Jensen has criticized OpenAI's business strategy.
Speaker 2:Maybe According to Reuters, Huang has also privately criticized what he described as a lack of discipline in OpenAI's business approach and expressed concern about competition. Going back to the Fateful interview on BG2, part of Sam's answer was that, don't worry. We're going to launch hardware. And we're going to automate science and presumably get some type of royalty on that. Both of those answers are not necessarily ones that Jensen would be like, oh, I want to lean on these, right?
Speaker 2:Just given that
Speaker 1:Potentially big, but also 10% chance they work. Who knows?
Speaker 2:Also could lose a ton of money for a long time.
Speaker 1:Yeah, there's risk.
Speaker 2:We had Kevin on the show. I'm very excited about what they're doing in science. And that is an area that you should be very excited about if you're an OpenAI shareholder or
Speaker 1:just Did you see Tony Fidel talking to Eric Newcomer about how he thinks they're gonna launch a pen, an OpenAI pen? I we we gotta
Speaker 2:I mean, that was the original rumor before Really? The ear pods. A pen. So
Speaker 1:you would write with it?
Speaker 2:Yeah. I I don't know confused by that.
Speaker 1:An AI pen.
Speaker 2:Let's pull up this video from Jensen? Jensen. Let's
Speaker 1:do it.
Speaker 5:Quickly about OpenAI again. Sure. So, yesterday, you said that the NVIDIA is not going to invest as much as 100,000,000,000 in open AI. No. We the current one.
Speaker 3:We never we never said we were going to invest a $100,000,000,000 in one round. That never was said.
Speaker 5:Well, how about the overall commitment? Because last September, you've
Speaker 1:open AI. Never a commitment.
Speaker 3:It was if they invited us they invited us to they invited us to invest up to a $100,000,000,000.
Speaker 2:Mhmm. Mhmm.
Speaker 3:And of course, we were we were very happy and honored that they invited us. Mhmm. But we will invest one step at a time.
Speaker 5:Mhmm. Alright. But is that overall commitment still stands, or it it's not the commitment?
Speaker 3:I told you just now. Okay. Yeah. You keep putting words in my mouth. Okay.
Speaker 3:It's not Yeah. Yeah. I
Speaker 2:know that. Yeah.
Speaker 5:And we
Speaker 3:It they invited us to invest up to Okay. $100,000,000,000. Okay. And and we are honored that they invited us. We will consider each round one at a time.
Speaker 2:Really, really, really funny moment.
Speaker 1:Yeah. Let's play the other Jensen videos too.
Speaker 2:Pull pull it up. Yeah. Context here is like, they announced a $100,000,000,000 deal. It was a press release economy. Yeah.
Speaker 2:This was this was 2025. Yep. We did bigger and bigger numbers. Yep. They did choose to go on CNBC.
Speaker 2:Yep. I remember watching it in the morning. Yeah. But they were stressing that it would be staged.
Speaker 1:Staged. Yeah.
Speaker 2:No one was ever saying
Speaker 1:No one said it was $100,000,000,000 to one round. And there were clearly, like, milestones. And it was And they were announcing talks, basically. There's
Speaker 2:It's early
Speaker 1:talks. There's aesthetics with the way you release information. And if you do a massive dog and pony show for talks They're going get are going think it's a commitment. They're going to think it's papered.
Speaker 2:So Yeah. The critics of that era of the press release economy, where there was all these spending commitments, these $100,000,000,000 deals, TONIC critics get a little bit of a victory lap right now.
Speaker 1:Well, let's play the other the other Jensen clip.
Speaker 3:We are going to make make a huge investment in OpenAI.
Speaker 1:Huge investment. 6 figures.
Speaker 3:I believe in OpenAI. The work that
Speaker 2:they do is incredible.
Speaker 1:They're one
Speaker 3:of the most consequential companies of our time. And I really love working with Sam. And I think I think it's But then we also
Speaker 5:mentioned that the you you your MOU doesn't, like, doesn't have any progress.
Speaker 3:We just haven't we haven't made the investment in them because they're they're closing their round. Mhmm. But we will definitely be involved in their next in their in their round.
Speaker 1:Like, the money is coming together.
Speaker 3:Invest a great deal of money. Probably the largest investment we've ever made.
Speaker 1:Okay. Does that count Grok? Because he just put 22 or 18 into Grok.
Speaker 2:Well, maybe he just wanted SpaceX exposure.
Speaker 1:Wait. No. GROQ. Oh. Sorry.
Speaker 1:We have some breaking news. First up, Palantir beat earnings. Stock is up 6% already after hours to a $350,000,000,000 company. This is the big one. Just in, SpaceX reportedly confirms XAI merger.
Speaker 1:Elon Musk's SpaceX confirms merger with XAI and company Memo. SpaceX confirms plans to merge with XAI before the IPO. Elon Musk plans to merge SpaceX with XAI in a deal that encompasses the billionaire's increasingly costly ambitions to dominate artificial intelligence and space exploration. The deal was announced in a memo. SpaceX is planning an IPO that could raise as much as $50,000,000,000 and value the company at $1,500,000,000,000 It's also discussed a possible merger with Tesla.
Speaker 1:50% margins for a space company is absolutely insane. A lot of that's coming from Starlink, obviously. Starlink is the main revenue driver, accounting for about 50% to 80% of the total revenue. The rapid launch of 9,500 Starlink satellites since 2019 has made SpaceX the world's largest satellite operator with only over 9,000,000 users of the broadband Internet service. And of course, it's not just individuals that have a Starlink that they throw when they're camping.
Speaker 1:It's companies and boats and yachts and planes now. There's a whole Super Bowl ad just about I think United Airlines has a deal. And so they want people to choose United because Starlink is such a differentiator when you're getting on a long haul plane.
Speaker 2:There's not that much you can differentiate on. The food is Yeah. Everywhere.
Speaker 1:Yeah.
Speaker 2:It's terrible. Yeah. All the planes are falling apart. Yeah. You feel you don't really feel safe on any airplane.
Speaker 1:Yeah. I agree.
Speaker 2:What do think? And so one thing you could differentiate on is if you can like if if you get food in first class, if you're allowed to bring it back.
Speaker 1:Yeah. That would be a huge differentiator.
Speaker 2:TPP and JetBlue. JetBlue.
Speaker 1:They're moving slow on that front. And so they have to differentiate on Starlink.
Speaker 2:There's one more interview Yes. Sorry, not interview, but from Jensen. We're going to pull this video up. Mhmm. Taekim, he highlighted it.
Speaker 2:Mhmm. Let's pull it up, John. I cannot wait to see your reaction. Okay.
Speaker 6:This year is the year of the horse. So it's gonna be a very good year. And this year
Speaker 2:Let's go.
Speaker 1:Wait. I I
Speaker 2:Jensen is citing the year of the horse, and you're bearish? I'm not a CIA body language expert, but look at the expression on his face. This pose is a joke. Kinda.
Speaker 1:Yeah. Kind of. We will be live tomorrow from Cisco AI Summit, 11AM Pacific sharp.
Speaker 2:Thanks.
Speaker 1:And goodbye. Thank you.