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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.
First, we gotta pay our respects to the big man Jerome Powell. Pull up the anthem. The anthem.
Speaker 2:This is this week's anthem. This is the We've been blasting it all morning here in the studio.
Speaker 1:Yes. It is
Speaker 2:It will make you emotional.
Speaker 1:It's a very emotional song. It The trigger warning. I I guess it's AI generated. But it hits. Yeah.
Speaker 1:We should have gotten lighter for this for sure. Of course, this is on the back of the New York Times reports that federal prosecutors have opened a criminal investigation of Jerome Powell. He took to the
Speaker 2:wanted loyalty
Speaker 1:He he, Jerome dropped a video explaining his side of the story. But instead of playing that, we're playing this. I didn't wanna cry at the office today, but it's happening. Oh, what a story. Powell says the Justice Department served the Fed with subpoenas.
Speaker 1:Federal Reserve chair Jerome Powell said the US Central Bank has been served grand jury subpoenas from the Justice Department threatening a criminal indictment related to his June congressional testimony on ongoing renovations of the Fed's headquarters. In a statement released Sunday evening, Jerome Powell rejected the notion that the action was driven by his testimony or the renovation. Joe Wiesenthal has a post here. He says Powell confirms the Fed has been served subpoenas from the DOJ.
Speaker 2:Watching Sunday night, I'm all excited. Right? Yeah. One more sleep until Monday. And I pull up this video.
Speaker 2:I've gotta watch Jerome
Speaker 1:Two minute talk. Exhibits. Yeah.
Speaker 2:Yeah. I mean, real really dark moment. It was funny. Buco Buco Capital shared, like, if it's illegal to run over budget on a remodel, my wife's getting the electric chair.
Speaker 1:You didn't give me the punish line when you said that the first time. And I knew where it was going.
Speaker 2:People have been standing up have been for
Speaker 1:standing standing up for the Federal Reserve chairman. And fortunately, I mean, the the administration sees these. They you know, we know that they're very online and
Speaker 2:they're tapped
Speaker 1:and they see the support. So we'll see where the story
Speaker 2:says, like if you would let Jerome Powell crash on your couch for a few months.
Speaker 1:AI is really at its best when you need a bunch of memes and images generated around a current thing.
Speaker 2:You just created a million central bankers.
Speaker 1:And Jordy said this to me, I just burst out laughing so hard. Yeah.
Speaker 2:Fed chair, probably one of the worst jobs on earth if you care what other people think about you. Totally. Right? Because it's just like every, you know, all the time people just have this massive fixation on on you and they're gonna form an opinion immediately. But in this case, I've never seen people so united around which is heartwarming.
Speaker 1:And it is weird because the prediction is that there will not be another rate cut in January. There's a lot of people that would benefit from another rate If you're if you're long the market, you would probably benefit. But I think people do are generally still fans of Fed independence, they want Jerome to do whatever's best based on the facts and the data and the unemployment and inflation. Merrick says, absolute insanity. The Department of Justice just served the Federal Reserve chair with a grand jury subpoenas threatening criminal indictment over a historic building renovation.
Speaker 1:Interestingly, I I don't know that the details of this building, but it's not like the White House where he lives there. Right? It's like it's just a it's a workplace, I assume. It's not like it's his personal house. Jerome Powell is appealing directly to the American people and bluntly stating that the criminal charges are not about congress's oversight role, but rather about the Federal Reserve's independence in setting the interest rate American equities traded a premium because of our respect for law, accountability, and central bank independence.
Speaker 1:Public service sometimes requires standing firm in the face of threats. I will continue to do the job the senate confirmed me to do with integrity and commitment to serving the American people on a Sunday evening before market opened.
Speaker 2:Yeah. I think everybody expected last night for things to happen. Of course Nothing ever happens. But we'll see. In some ways, this this will just give the DOJ and the admin more confidence in their decision.
Speaker 2:Although they did come out and say, like Yes. The White House had nothing to do with it.
Speaker 1:Yes. Yes. Trump said, I'm not pressuring. He said something like, I wouldn't even think to pressure. What are you in for?
Speaker 1:I gave imprecise information to Congress about the scope of renovations to the Federal Reserve's HQ.
Speaker 2:Trey in the chat says the funniest thing is the Fed renovation is self funded. Bubble Boy says I'm willing to die for the Federal Reserve. So he is Jerome's strongest soldier.
Speaker 1:A lot of people are coming out in favor of Jerome Powell.
Speaker 2:Powell watching stocks turn green after thinking the mark market would defend him. The tough thing is like if if you assume that rates are come gonna come down, you don't exactly want to sell assets. You want to own assets.
Speaker 1:There's this weird dynamic where you might not like what's happening politically, but there's a big difference between what should happen and what will happen, positive and normative analysis. You could be like, I don't like the fact that, you know, the Fed's gonna be less independent, but if it means that interest rates are gonna come down, then that's bullish. That's a bullish catalyst, and so you wind up going long. Marco Rubio is finding out he has to be chairman of the Federal Reserve. I haven't followed the Marco Rubio meme too closely.
Speaker 1:I just know that he has a lot of jobs or keeps getting tapped for things. And so I've seen him in an astronaut outfit. I've seen him in, you know, different Venezuelan memes. I I I I don't exactly know where this all came from, but I'm familiar with the concept of Marco Rubio doing everything, I guess. I don't
Speaker 2:really Yeah. It's depressing because it just means like if you're in the inner circle, you're gonna get a lot of responsibility. And if you're out, you will eventually get laser beam of the admin. Well,
Speaker 1:gold is through the roof today. Well So we're posts a chart. Gold jumped from 45.1 to 45.85. Not a huge move, but a huge move for gold, of course. So people are bailing on the U.
Speaker 1:S. Dollar potentially. Silver is also up, says the COBESE letter. Silver surges above $85 an ounce for the first time in history. Already up 19% in 2026.
Speaker 1:There's been a number of hard tech founders who have commented on the fact that silver is actually more of an important material than gold in manufacturing, semiconductor supply chain, a lot of different AI supply chains. So there there's an interesting narrative of, like, the knock on effects of high silver prices. The Apple Vision Pro is in the news because Apple Vision Pro announced you can now watch a full NBA game in the Vision Pro, not just a little highlight reel, not just a trailer. And Mark Gurman asked the question, is the total addressable market for watching tonight's Lakers game in the Apple Vision Pro just me, Or is anyone else tuning in?
Speaker 2:Have they ever done this before? Is this
Speaker 1:They've never done a full game. So they've done MLS highlights. You could watch like an eight minute summary of an MLS game that had a ton of different cuts. Not a lot of people were not fans of that. There
Speaker 2:were This also release cadence needs to be studied.
Speaker 1:It's crazy. And I mean, that's what Ben Thompson wrote about today in Strathecari. He's he sees all this as, like, crazy own goals, a lot of really obvious things. Also, the reason that you see this video so grainy like this so Mark Gurman loved it in the headset. He said, it's absolutely wild.
Speaker 1:It's like watching courtside. Trunk Fan has the video here. You can't record what's happening in the headset. You can't just steal an NBA game because so you need to put your phone up against it, you don't really experience it here because for DRM reasons, you can't just pirate it. You can't just record what you're seeing.
Speaker 1:So the actual experience is better than this. I actually went to the Apple Store yesterday to try and pick up a Vision Pro to experience this, and they were sold out. And I don't know if that means that they were just, like, not expecting to sell anymore, so they stopped stocking them. But they didn't have one.
Speaker 2:The real review would be getting the Apple Vision Pro, going to getting going to the actual game Yeah. Getting the ticket right next to the system that they're using, and then just having the headset on and taking it on
Speaker 1:At the game?
Speaker 2:Yeah. At the game. Right? You wanna see how real it
Speaker 1:is? Well, Tyler, what would you do?
Speaker 3:Well, so this is cool because it's like emulating like what is happening in real life. But in VR, you can do like things that like you couldn't do in real life. So like I wanna see what is the point of view like if I'm the ball.
Speaker 1:You probably be so motion sick.
Speaker 2:I wanna
Speaker 1:be the ball. That sounds terrible. You know ball. He wants to be the
Speaker 3:ball. I know ball.
Speaker 1:Ben Thompson wrote about this because he's obviously a huge NBA fan. Also, he's a Milwaukee Bucks fan, and the game was the Lakers versus the Bucks. So this is like a royal flush of, like, the sweet spot for Ben Thompson analysis. He had to jump through VPN hoops to watch the broadcast because it was only available in Lakers home market, which is California, also Hawaii, and I think one other state. It's somewhat tricky.
Speaker 1:Wait, you can't? No, no. If you're in New York and you had a vision pro, you could not watch the Lakers play the Bucks unless you had a VPN. Yeah. There's a lot of details here.
Speaker 2:That's a huge detail.
Speaker 1:I know, I know, I know.
Speaker 2:Like I have this $3,000 device that is just gathering dust. And then you make this big deal about this amazing experience that I can have. And then if I'm not actually within the area that the game is actually taking place, I experience it. What's the point of VR?
Speaker 1:So there are a lot of reasonable critiques like that. Ben puts a lot of those in his piece. I think that there are logical reasons. I don't think Apple is dumb. I don't think they just made a mistake.
Speaker 1:I think these are all contract negotiations. And when we look at the history of sports and transitions through various eras of broadcast and new technologies, I think their decision making makes a little bit more sense, even though I agree from a user experience perspective what you're saying, what Ben Thompson is saying, makes a ton of sense. So Apple clearly reads Strathecari. They've sent him multiple headsets. He bought his own, but they keep sending them to him being like, hey, you should try it.
Speaker 1:Like, we're coming out with something new. So they've sent him the new one, the M5 Vision Pro, and and he was ready to he was ready to watch this. He was ready to love this, but he was very disappointed because it it it cut from one scene to another, and so that takes you out of the experience. He says, do away with all of the pre show special announcer post show content. Just let me put on the headset.
Speaker 1:And if I put it on thirty minutes before the game starts, I'll just watch the players warm up. And then you don't need any overlays because if I want to know the score, I'll just look up at the score. You're in the theater. Like people pay a lot of money to sit courtside and they're not like oh I'm having a bad experience
Speaker 2:because Please I
Speaker 1:please give me an iPad with the score. No no one cares. They just look at the score. They hear the audience. If there's if if something great happens, they hear the roar of the crowd.
Speaker 1:They see everything. They can even look up at the screen and usually see a replay if they need to. And so all of that should be possible with just one simple Apple immersive camera rig streamed the whole game, and that's it. Instead, they did four different camera angles. They're cutting between them.
Speaker 1:And every time they cut, you get kind of like, woah. Where am I? Like, I just teleported. It's weird. Yeah.
Speaker 1:So Ben frames this as he calls it Apple. You still don't understand the Vision Pro. He's, like, taking shots at them. And I titled my piece Apple, they actually do understand the Vision Pro. And I think they I think they they've heard his response.
Speaker 1:They've clearly read his piece. He wrote about this maybe two years ago when he got a demo before it even came out, and he said the secret to success with this product will just be put a camera on the field, let me sit there front, courtside. That's it. No editing, nothing else. And then every time they delivered him something that was edited, he wrote a piece about how bad the editing was and how you don't need that and just let me let me sit there.
Speaker 1:And so my question was there's no one that really disagrees with Ben. Like Ben comes out and says these these things. Every time there's an Apple Vision Pro piece of content that comes out, he comes out and says, too many edits, too many cuts. Just let us sit there. And there's not like there's a lot of people that are like, Ben's wrong.
Speaker 1:Actually, I love the edits. More edits. Like, they need to be even crack
Speaker 2:crack Well, before
Speaker 1:no one's talking about No. For Ben, So they should clearly listen to him. And no one's arguing that Ben's wrong. But my question is, like, why on earth isn't Apple doing this? Why or or at least why haven't they made it an option?
Speaker 1:Like, they have the single camera there. They could just be like, do you wanna watch the edited version or do you wanna watch just the normal just sit there in the seat version? And then Ben would be happy and he'd be writing a glowing review right now. Instead, Apple's not giving what Strictechery wants and they're feeling the pain because they got an article that was not very complementary to them and the experience. I think that this actually has less to do with the technology, less to do with the creative direction and the directorial vision within Apple, and more with just straight up contract negotiation.
Speaker 1:I went back to 1947. So TV adoption, I didn't realize this. TV adoption went through a fast takeoff. 1947, there were 16,000 TV sets installed in America. Eight years later, it was 32,500,000.
Speaker 1:It's like completely asymptotic, completely fast takeoff. So the technology trend was clear, but there was still financial risk to getting the timing wrong for your league. The NFL is obviously a huge beneficiary of TV today. They make a fortune from the Super Bowl ads that are extremely expensive. But in 1949, the Los Angeles Rams because the Rams are in LA now, but they went to St.
Speaker 1:Louis, then they came back but they were in Los Angeles in 1949. They sort of got wrecked because they jumped too early. So the NFL had gone to all the franchises, said, all the teams, we're giving you the permission to sell your broadcast rights this year. This season, if you want to put your your your particular team's home games on TV, you can do that. You can go out and negotiate.
Speaker 1:You can sell those. It's an option. Yeah. And the Rams said, yeah, we'll do it. We'll take the jump.
Speaker 1:They were the only one that did it, and it sort of makes sense since they're in LA. There's a lot of production people here. It would be a natural
Speaker 2:They were a little too TV built.
Speaker 1:They were extremely TV built, and they got burned. So attendance dropped significantly. On an inflation adjusted basis, they lost 2,500,000 of today's dollars. And so the Rams had to go to all the sponsors that sponsor the TV broadcast and say like, hey, can you just make us whole because we're going go out of business? And they did, and the sponsors basically paid the Rams for the difference in what they had taken in ticket sales.
Speaker 1:But it was not a good it was not a good outcome. Although the the NFL eventually got through all of this and figured it all out, that was not the case for minor league baseball. Minor league baseball attendance at minor league baseball events, minor league events, peaked in 1949 right during the TV install base fast takeoff. 49,000,000 people went to minor league events that year in 1949. By 1957, the total had dropped to 15,000,000.
Speaker 1:So it actually did wreck the minor leagues in terms of their business model, and they never really recovered. The job of a league commissioner is to get the transition Like, if you transition too early, you'll have a really, really bad year while everyone just says, hey, I can just do the new thing, the new technology. I don't need to buy the tickets. If you do it too late, other leagues might have figured out their contracts, their ad sales, their broadcast rights, all this other stuff. So Adam Silver, the commissioner of the NDA, who we learned about through his connection to Josh Kushner, of course, he said, I think it's my job to incentivize our partners to be able to look out into the future.
Speaker 1:He's not saying, hey, my job is to get everyone out of the stadiums and into VR headsets ASAP. The end result is like there is a separation between immersive rights and presence rights. So there's broadcast rights, and effectively they're using the same framework. So when they sell a broadcast right, they're not selling the right to they're selling the right to broadcast with an announcer, with multiple cameras, with different cuts and edits. They're not selling.
Speaker 1:You're teleported into the stadium. And that's something that they might sell, but they haven't sold yet. And I think they're deliberate about this. And so I think when they went to Apple, they said, yes, we can do something. Because they did a deal with Meta, and you can watch a number of NBA games in the Meta Quest, and it's the same thing.
Speaker 1:They cut around even though and and the reviews are bad. Everyone says it sucks. And so it's obvious that that the tech companies should, you know, Google, how did did people like this? And it's obvious. No.
Speaker 1:No. People don't like it. But I think the NBA is holding fast that they're like, no. Actually, our courtside seats are really, really, really expensive, and we wanna keep it that way. We don't want we won't we don't want it to be substitutive on day one.
Speaker 1:And Ben Thompson, when he first wrote about the Apple Vision Pro, he said, I would pay thousands of dollars a year for an NBA league pass that allowed me to, in VR, sit courtside. And that's less money than courtside seats to every single NBA game, which is effectively what you're selling. So there's there's financial risk there. I think it can work out. I think that there's a deal and there's a price and there's a number.
Speaker 1:The install base gets to this level and you price it at this level.
Speaker 2:And I think there are two I think in some ways, they could very easily be two wildly different consumers. Yeah. Like Ben is probably like Ben Thompson knows ball. Wants to he wants to be able to watch courtside for the love of the game. Yep.
Speaker 2:Whereas, somebody that's going courtside at the Lakers or the Knicks, they're going there to be seen watching courtside.
Speaker 1:A little
Speaker 2:bit of they're willing to, like you're not just paying to watch basketball. Right? Sure. Because you could pay, like, a fraction to sit a couple rows back. Yeah.
Speaker 2:You're paying to be sitting courtside.
Speaker 1:The other interesting angle is is is this, like, region lock thing. It almost feels weirder to allow someone in Los Angeles to watch the LA Lakers play because they really could just buy a ticket and go down to the stadium. But maybe you should actually That's be trying to
Speaker 2:the whole point. If you're if you're like a diehard Lakers fan Yeah. But you don't live in Southern California and then somebody says, hey, with the AppleVision Pro Yeah. You can watch it Yeah. Like, you're courtside.
Speaker 2:That's great.
Speaker 1:Yeah. What you actually want is like Ben Thompson's in Milwaukee. He loves the Bucks, but they're playing in LA. He's not gonna buy a flight to go courtside in LA, and so you let him experience that game. And then when they're back in Milwaukee, he can go get the courtside seats in his hometown.
Speaker 1:So you almost want to do the inverse region lock, something like that. I don't know. What do you think, Todd?
Speaker 3:Wait. So is that deal where it's just the broadcast, not the actual, like, livestream? Is that basically every single league? Like, can you do the same thing in F1? That's also like I think that would be everyone wants that.
Speaker 3:You're in the in the cockpit.
Speaker 1:So every deal is unique, and there's no there are some laws around sports broadcasting that sort of solidified, like, the blackout periods and made some of that define some like legal language around that. But really, it's up to the leagues to decide how they negotiate these contracts, whether every game is available, only home games are available, region locking blackout dates. There's all sorts of mechanics where for I don't know how true this is today, but I know that if you have a home stadium and it's full, then you can be much more permissive with the broadcast rights because you've sold out all your tickets. But if not selling out the stadiums, then often you won't broadcast as much or you can't broadcast as much. So you'll be in your hometown and you'll go to watch the game and it won't be broadcast because they want you to just go buy a ticket.
Speaker 1:Then the equilibrium, like the clearing, the market clearing prices that people that are on the fence who are like, I really wanted to watch the game. I can't watch it here. I'll just go buy a ticket. Then over time you fill it out.
Speaker 2:You're going to be very excited about this.
Speaker 1:Please.
Speaker 2:Ben Thompson's going to join the show
Speaker 1:right Really? No way. Amazing. That's
Speaker 2:fantastic. Someone in the chat earlier said you're Ben Thompson's biggest fan. I am. And you are. I am.
Speaker 2:We are.
Speaker 1:That's amazing. Maduro. We're back in politics land, but don't worry, not for long because we're going into watch land because he was caught rocking a Chopard Ganesh, a fantastic Indian watch that is incredibly, incredibly detailed. Look at all these different Swiss made. This is a crazy I feel like this is sort of a lost art.
Speaker 1:You know? Maybe Mark Zuckerberg should get into this. Wear a watch that has Sweet Baby Rays on the dial. The Sweet Baby Ray's Chopard dial might go incredibly hard. Also, was the Golden Globes.
Speaker 1:I know Jordy didn't watch because you probably haven't seen any of these movies, but they they did in fact happen yesterday. Robb Report has some images of the best watches at the Golden Globes. If the Golden Globes were any indication, Subtle is officially on hiatus, says the Robb Report. This year's red carpet made a strong case for statement watches with bold
Speaker 2:dials We kind of called this originally with the show.
Speaker 1:Did we? The Okay. Yeah.
Speaker 2:I mean, no, I mean, we the joke early on was like quiet luxury is over.
Speaker 1:Yes. Loud opulence.
Speaker 2:Not loud opulence.
Speaker 1:A lot of these are screaming loud opulence. In fact, I need to return to my let let's start with the beginning of this of the slideshow. We we need to return to my our original statements about the value of loud opulence because I see these and I'm like, I I couldn't pull these off with my life depended on it. But The Rock was spotted watching a Chopard much like Maduro. But this one is the Alpine Eagle Frozen Summit.
Speaker 1:Look at all those diamonds.
Speaker 2:I like it, but I'd like to see I mean, could we get at least a couple more
Speaker 1:Couple more diamonds.
Speaker 2:Diamonds on here.
Speaker 1:I think it's a little it's a little understated. Adam Scott was wearing a Vacheron Constantin Tradition Annelle Perpetual Calendar Ultra.
Speaker 2:This is nice.
Speaker 1:That's a very nice watch. I like that one a lot. I also like this Omega Seamaster Aqua Terra that that Glenn Powell was seen rock watch wearing.
Speaker 2:Marc Andreessen, notoriously an
Speaker 1:omega He's an omega guy.
Speaker 2:Omega guy.
Speaker 1:That's right.
Speaker 2:New fund. Maybe this was a nod from Glenn saying like, I salute Hat tip.
Speaker 1:Yes. He's celebrating $15,000,000,000 He probably read the pack piece. And he says, you know what? I it's time to put on the Omega Seamaster Aqua Terra. In terms of Omega Seamasters, this one stands out to me.
Speaker 1:Gold is a is a choice, but I think it's working very well here. And you know who else is wearing a Omega Seamaster? George Clooney, also an Aqua Terra.
Speaker 2:I would love I would love to know the details of Omega and Rolex and the other brands, like, fighting over people like Clooney, Because I don't think Clooney's putting on a watch without getting paid.
Speaker 1:Walmart partners with Alphabet's Google to allow shoppers to purchase products through Gemini. So Walmart is jumping in with Google. Google is posting a video of Wing. The future of retail is landing. They're taking shots at our boy Keller launching a drone
Speaker 2:delivery This one hit me pretty hard.
Speaker 1:I know. I know. We love Zipwine. We love Keller here. We love Google.
Speaker 1:Obviously, there's Spencer. Can But
Speaker 2:Google just leave one future of x thing for
Speaker 1:For someone else.
Speaker 2:For someone else? I didn't even know about Wing until today. Was this an acquisition? Wing.com, one of the best domains.
Speaker 1:You're going to be texting Keller like Sam Altman and Elon Elon were texting each other about the future of AI. You're going be like, the future of drone delivery is in our hands, brother. We got got a big No. Google's been working on this for a long time.
Speaker 3:Just on that point of of of Elon and Sam Yeah. Elon just said on the Apple and Google collaboration, he said, seems like an unreasonable concentration of power for Google Mhmm. Given that they also have Android and Chrome.
Speaker 1:Oh, interesting.
Speaker 3:So he's still on the
Speaker 1:He's taking shit. Apple delete. He doesn't like he doesn't he's not a fan. We talked about about Apple confirming Gemini. Very excited for that.
Speaker 1:I want them to roll this out immediately. I know that it's probably going to be some normal release cycle with very polished ads and on stage keynote and a developer preview, and there'll be a whole cycle to updating. But we are in the age of AI, Apple. Just ship it today. Just replace Siri with Gemini today.
Speaker 1:I'm sure a lot of people would be fans of that, but they operate the way they do.
Speaker 2:I pulled a little history on wing.com. Please. So started
Speaker 1:Wait. They own wing.com?
Speaker 2:Wing.com. That's
Speaker 1:the biggest one of these.
Speaker 2:It's not only only do this is an amazing partnership, but a fantastic domain.
Speaker 1:Yeah.
Speaker 2:So it started within Axe, Google Axe, the Moonshot Factory.
Speaker 1:It really is a factory.
Speaker 2:The original mission was focused on emergency medical response. Okay. So they wanted to deliver defibrillators to heart attack victims. Basically, they they pivoted away Mhmm. From emergency emergency services to last mile commercial delivery.
Speaker 2:They started doing their first like real world trials back in Queensland as early as 2014. It graduated from X in 2018. They later became the first delivery drone delivery company to receive a part one thirty five air carrier certificate from the FAA. And they've just been scaling the network since then. So, yeah, I guess they're gonna be able to serve 40,000,000 people by 2027.
Speaker 1:Yeah. I mean, as an American, as a human, as a technologist, I want more and I want competition. But as a big fan of Keller and Zipflok, I want him to dominate.
Speaker 2:No. Think Absolutely. I think Google maybe did this. They knew Keller had the potential for to be one of the great the greatest in history. Yeah.
Speaker 2:And but they realized if he didn't have a viable competitor he Yeah. Would never live up to his business.
Speaker 1:So they're inspiring him to grind harder. Exactly. That's what's going on. Okay. Now we understand it.
Speaker 1:OpenAI launched Chatuchi PT Health, now Anthropic, has Claude Code for heart attacks or something like that. Health care and life sciences. Claude Code. I'm dying. Give me give me blood transfer.
Speaker 2:Don't make mistake.
Speaker 1:I used Claude Code this weekend in a funny way. I had I had it I was having slow Wi Fi, which, of course, is a weird thing to go to Cloud Code for because it uses the Internet, so you're gonna have slow interaction. I I told her, like, hey. I'm having problems with my Internet. Can you just go fix it?
Speaker 1:It ran all these different diagnostics, pinged Google, pinged all the different DNS servers, ran through everything, ran speed tests, and it came back and told me to turn it off and turn it back on. And it actually worked. I could have saved myself, like, forty five minutes of sitting there and being like, yes. I'm okay with you using curl. Yes.
Speaker 1:I'm okay with you using Wget.
Speaker 3:That was
Speaker 2:The entire time, superintelligence was just turning off and then back on.
Speaker 1:It's Lindy. It's Lindy. It should have just preempted me and just been like, look, dude, have you at least turned it off and turned it back on? Anyway, Tyler, what
Speaker 3:do think? If if Claude was being slowed by the because of the WiFi, then that's an example of like, you know, self improvement.
Speaker 1:Self improve oh, it improved itself. Yeah. Yes. Yes. Yes.
Speaker 1:Interesting that everyone's pushing into health care. I'm still waiting for the push into legal. I'm wondering if that'll happen or if that's more complicated than health care. I'm also wondering maybe health care is more lucrative, more viable, more I would love to be in the meetings where they have prioritization of what lunch they're trying to eat off. Whose plate should we eat off?
Speaker 1:The lunch meeting. Lunch meeting.
Speaker 2:Meta CEO Zuckerberg is launching Meta Compute, planning tens of gigawatts this decade and hundreds of gigawatts longer term. This effort will be led by Santosh, Gennard Hahn, and Daniel Gross. Governments getting involved in financing Meta's infrastructure. So he's saying, he's like, Sam, they said it. I'm gonna say it now.
Speaker 1:It's not a backstop, it's the front door. Nvidia is investing a billion dollars in an AI drug lab with Eli Lilly over five years.
Speaker 2:Drug lab sounds
Speaker 1:It's AI Ozempic. It's the two biggest super trends of the last of last five years, weight loss and AI. Could it get any better? Well, now it will.
Speaker 2:Tom Brady is now the face of the former CEO of Axe's new company, E Meds. So Tom Brady, if if you're not familiar, he was the former face of FTX.
Speaker 1:It's a rough
Speaker 2:one. And also
Speaker 1:Was he actually the face? Because there were a lot of celebrities that partnered with FTX. Larry
Speaker 2:Jacobs was in there. He was part of he was part of some of their bigger campaigns.
Speaker 1:He did a bigger campaign. He did a TV campaign.
Speaker 2:So he's joining as the chief wellness officer of eMed. Yeah. And it's interesting because this kinda just makes him the face of GLP-1s, right, which is kind of a beneficiary, like is beneficial to the entire industry, right, if you sell GLP-1s. Yeah, would be
Speaker 1:like Well, Brady.
Speaker 2:Well, Tom Brady
Speaker 1:is is Maybe he's just super AGI built. Maybe he maybe Sam said, hey, I'm an I'm an investor in Anthropic. And he said, well, I think Anthropic is going to win. I'm partnering up with you. I don't care about the structure of your hedge fund.
Speaker 1:I don't care if there's a backdoor out of your trading platform. I'm in on you because of your investing track record. What about that? Yeah. You know?
Speaker 1:If Anthropic gets out at a trillion, there's gonna be a debate at least about Sam Eggman Fried's legacy. He, of course, invested, what, 10,000,000 for 10%?
Speaker 2:Beyond 8%.
Speaker 1:8% of the company. So that would be maybe like an $80,000,000,000 position today, something like that. 50,000,000,000, 10,000,000,000 with dilution. I don't know. It was a good investment.
Speaker 1:Paramount Skydance has now initiated what insiders are calling plan d. They're running out of letters as they look to upend Netflix's winning bid for Warner Bros. Discovery. Hey, maybe the d just stands for Discovery.
Speaker 2:Maybe they're saving the best for last.
Speaker 1:Plan w. Never take the l. Skip plan l. Go straight to plan w. Get the w.
Speaker 1:We're rooting for you, Ellison. It involves banging home to investors the immense amount of regulatory uncertainty of involved in the Netflix deal and how they could how that could spell trouble, not just for the transaction, but for Netflix itself. And so if Netflix finds itself in a quagmire trying to acquire Warner Bros. Discovery, that could be bad news and and David Ellison wants to make that clear to all of the shareholders.
Speaker 3:I have some other breaking news.
Speaker 1:Give me some breaking news.
Speaker 3:Okay. So so Anthropic, they they have Cloud Code. They launched CoWork which is Cloud Code for the rest of your work. No way. So it's like everything else.
Speaker 1:That's crazy.
Speaker 3:Yeah. It's it's basically it's like a local app.
Speaker 1:Oh, it's a local app. So you oh, don't need you don't need to do the the the terminal stuff anymore. You can just use it in an app with a prompt box.
Speaker 3:Yes. That's then it can interact with with all like your local files, whatever, and then
Speaker 1:This is gonna be really, really big.
Speaker 3:I don't know if you guys have used the the Claude Chrome extension, but it's like super good. I have. The computer use is
Speaker 1:super good.
Speaker 3:So yeah, this is very exciting.
Speaker 1:Okay. Yeah. Yeah. Get ready for some threads, people. People are gonna be breaking it down on on all the fun things they had to do.
Speaker 1:I fixed my Wi Fi in under an hour by rebooting it. But, no, seriously, I was listening I was listening to Douglas Laughlin from Semi Analysis talk about how he uses Cloud Code in a knowledge work setting, and it's fascinating. So he'll kick off one deep research report about one company that he's researching, then a few more, and then he'll do a deep research report on top of that. But instead of it all living in the Claude Web UI, it's just creating markdown files that then he stores in Obsidian and then he can run these meta deep research reports on the other deep research reports that he's put together, interact with whatever's going on in the semi analysis private data world, all the data that they've collected, interact with their Slack. They have a Slack bot that interacts with it.
Speaker 1:And so he was he was talking he was very, very one shot by Claude Code and was saying everything is a skill issue now. Everything is a skill issue now. Tyler, you have some breaking news?
Speaker 3:Yeah. So okay. So earlier on the show I was reading into the Jack Clark Yes. Yes. I was like, oh, maybe Jack Clark is is pointing to something that
Speaker 1:Space data centers.
Speaker 3:Anthropocene build space centers. I posted that. He responded. Put me in the truth zone. He said, no.
Speaker 3:You should not be reading into this or any Anthropocene strategy. And he he totally ratioed me.
Speaker 1:Oh, wow. You got destroyed.
Speaker 3:Brutal, but
Speaker 2:Wow. Brutal mogging.
Speaker 3:Brutal mogging. No anthropic data centers in space.
Speaker 1:Thank you everyone for watching. Thank you for leaving us five stars on Apple Podcasts,
Speaker 2:We can't
Speaker 1:Thank you for to our newsletter, tbpn.com. We will see you tomorrow. Goodbye.
Speaker 2:Just one more sleep.