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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.
There's a lot of news happening in Davos. Mainly, a lot of it's focused on Trump. A lot of it's focused on Greenland. I'll give you a little tour of The Wall Street Journal. Trump's amped up rhetoric on Greenland puts issue center stage at Davos.
Speaker 2:Why don't you pull up the cover of the Financial Times too?
Speaker 1:The Financial Times is yeah. You want me to do this bet? Here we go. Well, you know, the markets are in turmoil. The Dow slid 800 points.
Speaker 1:Treasury prices are dropping. The front of the Financial Times, it says, Trump keeps seizure of Greenland by force on table as trade tensions mount. This is one of the most aggressive images that I can imagine running on the front of a international newspaper. Now the Financial Times, of course, is, is a British paper, so much less, just different dynamics with the current American administration. But over in the Financial Times, they print some wild stuff, and they printed this image of a of a Danish soldier pointing a gun at the camera.
Speaker 1:So Danish soldiers and exercising on
Speaker 2:Anybody that's been around guns knows that that
Speaker 1:You don't wanna be looking down the
Speaker 2:at anyone Crazy. Even even a photographer to get a cool picture is typically just completely off limits. But they went there.
Speaker 1:What this says to me is that, you know, the the Danes said, hey. The head of the army has been flown out to the autonomous territory. Danish troops are on the ground in Greenland, and we're doing a photoshoot. We're getting a soldier with a sniper rifle or an assault rifle. We're gonna point that at a camera person.
Speaker 1:We're gonna take that photo, and then we're gonna send that to the editor of the Financial Times. We're gonna run
Speaker 2:it on the front page.
Speaker 1:We're gonna run it the front page. Of course, the Danes don't have the authority to just put anything on the front page, but they pitched it and clearly they sent the photo and the Financial Times editor enjoyed it. So he put it on the front page. But it kinda gives you a little bit of a taste of of what's going on. The Wall Street Journal is also covering it.
Speaker 1:Trump threats on Greenland mobilized allies. That is taking center stage at Davos. But this is a technology show. This is a business show, and we're focused on what Dario Amade said at Davos. Let's pull up the clip of Dario Amade on stage.
Speaker 1:He's the cofounder and CEO of Anthropic. He calls out Trump's policy around NVIDIA and China. Let's play the clip.
Speaker 3:When we're, you know, competing against other companies for enterprise contracts, we see, just honestly and candidly, we see Google and we see OpenAI. Every once in a while, we see a couple other US players. I have almost never lost a deal, lost a contract to to a Chinese model. But now you have the Trump administration, and I think you've already protested about this, giving high speed chips, NVIDIA chips to the Chinese. That's right.
Speaker 3:That's right. The thing that is holding them back, and they've said it themselves. The CEOs of these companies say it's the embargo on chips that's holding us back. They explicitly say this, and and now, indeed, you know, there are some policies, and I hope they change their mind, to, you know, to explicitly send not quite our latest generation of chips, although it was reported that even that was being considered, but, you know, the the generation of chips that's that's just one back, that's still extremely powerful, and we are many years ahead of China in terms of our terms of our ability to make chips, so I think it would be a big mistake to ship these chips. You know, the the analogy I thought of, if you think about the incredible national security implications of building models that are essentially cognition, that are essentially intelligence, right, I've called where we're going with this a country of geniuses in a data center.
Speaker 3:Right? So imagine 100,000 100,000,000 people smarter than any Nobel Prize winner, and it's gonna be under the control of one one country or another. So so I I I think this is crazy. I think it's, you know, it's a bit like, you know, I I I don't know, like selling selling, you know, nuclear weapons to to North Korea and, you know, bragging, oh, Boeing made the the case. So your friend David Sachs is basically arming the Chinese.
Speaker 3:No. I I I wouldn't refer to anything.
Speaker 2:I would try to just say
Speaker 4:Trying to put
Speaker 2:words in his mouth.
Speaker 1:Okay. I want Jordi's reaction. I want Tyler's reaction. What's your reaction to that? How do you interpret that?
Speaker 1:How big of an issue is the China question right now? What are you reading into Daria's rhetoric there?
Speaker 4:I think it's like fairly reasonable if you basically think that AI is gonna be AGI. It's gonna be this massive. You were gonna get 10% GDP growth. Mhmm. Cause at some point it's like, if it's just like economy versus economy, like we gotta be better.
Speaker 1:Yeah. That that's something that's sort of lost.
Speaker 4:You're worried about doom? Yeah. Because there's also the point where
Speaker 1:It's competition.
Speaker 4:Yeah. Like if you're worried about safety also, so there's like two ways, right? If if you think AGI just is gonna be massive you know, economically speaking, and then also on the safety issue. Right? Because if you think, like, maybe China is gonna be less concerned about safety, they're not gonna be as worried about alignment.
Speaker 4:That's like obviously a massive danger. You don't want it to you don't wanna give the technology to people who don't, worry about the safety aspect.
Speaker 1:The funny thing about in America, really, AI could lead to 10% GDP growth. And China's like, oh, you mean what we did in 2007 when we were growing at 14% GDP growth? Or should we go back to 1970 when we grew at 19%? Or should we go back to 2004 when we were 10.1%? Or 1992 when we were growing at 14.3%?
Speaker 1:Or even in 2021, they had an 8.6% GDP growth. They know 10% GDP growth over there.
Speaker 2:They felt it.
Speaker 1:They'll do it with or without AI chips.
Speaker 2:One dynamic that's interesting is China has obviously a massive advantage in robotics. Yes. And right now, have an advantage in the models. Yes. And if that kind of continues
Speaker 1:But also, also, the data centers, like we are Right, right, right.
Speaker 2:So I'm saying, I guess, like, stack, AI stack. Yeah, yeah. And it'll be interesting to see how because obviously, if you have an advantage in one area, that might help you gain an advantage in another area. Yeah, yeah. Right?
Speaker 2:But we'll see which one ends up being more impactful.
Speaker 1:Let's click it over to Palantir CEO Alex Karp, who shared some commercial lessons of AI on the battlefield. And there's a little Easter egg in this video for the true TBPN ball knowers, the TBPN fans.
Speaker 2:I know. I know what you're about
Speaker 1:to say.
Speaker 5:In general, not all enterprises, tend to wanna, over time, become like every other enterprise. So if you take five, you know, a enterprise and b enterprise and c enterprise, they're in the same market. Their tech infrastructure is trying to make them into the same enterprise. They have the same orchard.
Speaker 1:Sure.
Speaker 5:They have presumably roughly the same they don't have the same data infrastructure. And what you learn on the battlefield is that and in life is that's that's not particularly valuable. What is very valuable is an enterprise can do something no enterprise in the world can do. And so that is the goal of every single military in intelligence service. In fact, all these intelligence service and militaries have their own specialization.
Speaker 5:And so when we went to commerce, like, what we're saying is, how can we make your insurance cover the way you underwrite? How can we make that to your tribal knowledge about underwriting? How can we transform this
Speaker 2:to Alright. Pause.
Speaker 5:The knowledge everyone
Speaker 2:Okay. Go back one second.
Speaker 3:Okay. Pause.
Speaker 1:Acknowledge
Speaker 2:Okay, it's very hard to see. But behind the guy to the Behind right
Speaker 1:Alex Karp.
Speaker 2:Behind Alex Karp, there's another man. And behind that man, next to the WEF logo is a man who has been on the show.
Speaker 1:Philip Johnston, the co founder and
Speaker 2:CEO Starfire. Talking thought you about Satya Nadella.
Speaker 1:Wait. What?
Speaker 2:I thought that was I think that's in the past.
Speaker 1:Wait. Oh, you think it's Satya? No. I'm talking about the guy right there that you can see. That's That's Phillips from Star Cloud.
Speaker 1:I saw him go to Davos, and I was like, this guy's on a generational run.
Speaker 2:This whole
Speaker 1:not? Maybe it's not. I think it is.
Speaker 4:Looks I a lot like
Speaker 2:might be getting it wrong, too.
Speaker 1:That looks a lot like you.
Speaker 2:We might just be seeing things.
Speaker 1:Let's dive in and dig into what Alex what Doctor. Karp actually said on the stage at Davos. It's an interesting pitch. It's particularly interesting talking about just more and more custom systems and this idea of software gets built. It's a whole bunch of companies are doing things a manual way.
Speaker 1:One company extracts that and sort of factors out that business process, turns it into enterprise SaaS, is sold to all the different companies. Now what CARP is really saying, it sounds like, is that every company will have some sort of custom implementation that will be way more flexible and way more tuned to their specific businesses. And this is sort of the Palantir pitch. They'll come in and build something that's semi custom, semi on top of their systems that they've already built. Seems like a good pitch.
Speaker 1:Would be interesting to see how this is like where the rubber meets the road and at what level. The big question with Palantir right now is they work with the largest companies and organizations in the world, obviously the military among them, but will they go down the stack and have more you know, they have AIP. They're bringing more startups onto the platform. Will there be a world where more sort of mid market enterprises, sub $10,000,000,000 companies are are thriving with a Palantir backed system. On top of being the world's factory, China hopes to become the world's market.
Speaker 1:Let's watch the Chinese Vice Premier.
Speaker 4:For economy and trade, we never seek trade surplus. On top of being the world's factory, we hope to be the world's market too. For economy and
Speaker 2:Mhmm. Was an accident. We didn't we didn't mean to do this. It was not our intention to develop a massive trade surplus
Speaker 1:Yeah. With the world. I feel like I feel like you I mean, not to go back to eleven Labs, you have a lot flexibility with the translator that you choose at one of these events. How how are you not going with an Arnold Schwarzenegger? You
Speaker 2:know? Totally.
Speaker 1:Yeah. Like, you could have anyone be your translator, so why not throw in a Morgan Freeman?
Speaker 2:Just just any type of really, like,
Speaker 1:incredible A Joe Rogan.
Speaker 2:Yeah. Joe Rogan.
Speaker 1:He already is announcing the UFC. Get him on the microphone, translate it for him, and then he reads it out to the audience. I think this is positive. You know, we were just talking to Matt Grimm yesterday about the the West versus China and global competition. And like I think all of that stuff is important.
Speaker 1:I think what Dario is saying is important. But I still come back to this idea that like no one wants war, no one wants everyone wants positive some relationships. And so it is good to see global leaders coming together better than everyone just being holed up and posting at each other on Redbook and Truth Social. I like an economic forum. I think Davos is back.
Speaker 1:Davos really, really pulled together a fantastic group this year and is is definitely breaking through in the tech community, in the business community, in the political community in a way that I don't remember it being as important the in last year. And so a little bit of a comeback. You love to see it.
Speaker 2:Lisan Al Ghayib is Dario at Davos who also said, we don't need to maximize engagement for a billion users, of course.
Speaker 1:Taking shots.
Speaker 2:Taking shots. Okay. Folks over at OpenAI.
Speaker 1:I threw this I threw this question to both of you earlier today.
Speaker 2:What is the funny that this is a shot too. Yeah. Because it's like he is acknowledging that they've developed
Speaker 1:a Is he anti ads? Yeah. Anthropic is against slopping ads.
Speaker 4:He he said he's anti ads. Yeah.
Speaker 1:Wow. Boo. This is hard. I I I was falling in love with Dario. I I love so much about his rhetoric.
Speaker 1:Obviously, models are fantastic, but he has to come and stab me in the back like that with a shot on my favorite favorite piece of the global economy, the advertising industry.
Speaker 4:He did a like a Wall Street Journal q and a this morning. Okay. He thinks we're going to have very high GDP and very high unemployment and inequality.
Speaker 1:10% GDP growth for America. That would be unprecedented, massive. We're typically at like 2% to 3%. 10% would be a significant acceleration.
Speaker 4:Yeah. And then for the unemployment, it's like 10% to 20%.
Speaker 1:That's a whole lot.
Speaker 4:Yeah. And then he said there's gonna have to be some role for like for the government to intervene on some macro level to like help with this displacement of labor.
Speaker 1:Yep.
Speaker 4:He says ideology will not survive this technology.
Speaker 1:Ideology will not
Speaker 2:Yeah. Survive It's kind vague. A bit of a
Speaker 4:vague post.
Speaker 2:Except his ideology. He's like, actually, mine has, like, kind of got a straight shot here.
Speaker 1:Yeah. What could be more ideological than being against advertising?
Speaker 4:He said
Speaker 1:He's a zealot. He's an anti advertising zealot.
Speaker 4:He said AI is uniquely well suited to autocracy. Yeah. This was in the context of, like, why he's kind of anti giving chips to China.
Speaker 1:Yeah. AI is communist. Crypto is libertarian. That take. Yeah.
Speaker 4:Yeah. And then he he said Google and OpenAI are, like, firmly in consumer. It's kind of this existential, like, battle between them. And Anthropic is firmly in enterprise. He's he's very happy with that decision.
Speaker 4:Mhmm. He doesn't have to, you know, monetize the billion users or whatever or monetize free users.
Speaker 1:Yeah.
Speaker 4:He can just sell like things that got such a value.
Speaker 2:I'm so happy I don't have to worry about monetizing a billion users.
Speaker 1:Companies are essentially led by people who have a scientific background. That's my background. That's Dennis' background. Some of them are led by a generation of entrepreneurs that did social media taking shots. Dario is like, he's he's
Speaker 2:on Bold statement, jab. Yeah. Bold statement, jab.
Speaker 1:And then also people will hit him with the hard questions, and he'll kind of be like he'll acknowledge. He'll be he'll he'll he'll very quickly tell the interviewer, I know where you're going with that, and I'm not going there, but in like a fun way that's not really adversarial. He says, there's a long tradition of scientists thinking about the effects of the technology that they built, of thinking of themselves as having responsibility for the technology they built, not ducking responsibility. They are motivated in the first place by creating something for the world, So they worry in the cases that something can go wrong. I think the motivation of entrepreneurs, particularly the generation of social media entrepreneurs, are very different.
Speaker 1:The way they interacted, you could say manipulated consumers is very different. I think that leads to different attitudes. He's taken some shots. Potentially, it's Sam Altman, although Sam Altman not really a social media entrepreneur, but I get that he's in that generation.
Speaker 2:Let's talk about Waymo.
Speaker 1:So today, I wrote a quick piece. It was a reaction to a reaction because David Zipper went in Bloomberg and he wrote a piece that said, we still don't know if robotaxis are safer than human drivers. Then Kelsey Piper went over to the argument and wrote a response to that saying, yes, we do know. And her her interesting point was that what David Zipper is doing is he's lumping all of the different robotaxis together. So Waymo and Cruise and Tesla and Comma and Zoox, and there's a whole bunch of other data that can go into this bucket, and they're not all created equal.
Speaker 1:Waymo's been doing it for decades at this point. They have insane CapEx, insane OpEx, and it's just like the most advanced team. It seems like it's, you know, the most advanced technology stack. There's a lot of advantages, and that's actually showing up in the data. And so her main dispute with Zipper is over what data, you know, she's including he's including in making this claim that, you know, hey, we don't know if robotaxis are actually safer than human drivers.
Speaker 1:She says, Imagine someone writes a piece, and they say, We don't know if airplanes are safe. Some people say that crashes are extremely rare, and others say that crashes happen every week. And when you investigate this claim further, you learn that what's going on is that commercial aviation crashes are extremely rare. This is true. While general aviation crashes, small personal planes, including ones that you can build in your own garage, are quite common.
Speaker 1:And so, yes, if you lump that together, you're going to get this muddy picture of aviation. But you shouldn't use that to sort of fearmonger about getting on a seven forty seven. You've got watch out.
Speaker 2:Ask recreational pilot Yeah. If they've ever gotten into any hairy incidents Totally. Tell you, like, oh, yeah. Well, this time, I was flying. Yeah.
Speaker 2:And and the wind came on super strong, and I landed. And I was basically, you know, 90 degrees
Speaker 1:And a lot of times that counts as a crash. Like, I mean, like, Harrison Ford has has, like, crash landed on a golf course, and no I believe no one was injured. I think he I think he's happened multiple times, actually.
Speaker 2:By Harrison Ford?
Speaker 1:Harrison Ford. Yeah. He flies his own planes, but he flies, like, old planes and stuff. Like, he's, like, a true enthusiast.
Speaker 2:In the last 25, the actor has been involved in several incidents involving emergency landings, rescues, and runway incursions.
Speaker 1:Yeah. Exactly. Like, it happens.
Speaker 2:02/13/2017, Santa Ana, California, single engine aviator Husky flown by Harrison Ford was cleared to land on Runway 20 L. Ford's aircraft reportedly landed on a parallel taxiway overflying American Airlines seven thirty seven Yeah. Was holding short of Runway 20 L. 03/05/2015, Santa Monica. Ford was a pilot and sole occupant of Ryan s t three k r Recruit, a two seat open cockpit aircraft that had that was
Speaker 1:used cockpit. Open cockpit. Think about that. You're flying and the winds in your hair. Like, that's not a normal experience.
Speaker 1:That's not coach
Speaker 2:The aircraft was used extensively as a training aircraft by the US military in World War two. According to a preliminary report, Ford reportedly reported a loss of engine power shortly after taking off and was attempting to return to Runway 3. So he ended up crashing into a field. It looks like Ford chose to land on a nearby golf course, clipping the top of a tree before landing.
Speaker 1:I actually have a friend who's been on the show. I'm not gonna dox him, but we have two friends. Both of them fly. One of them is extremely serious, has, you know, IFR rating. So there's VFR, which is visual flight rules.
Speaker 1:That's like you take the plane up, it has to be clear because if you get into clouds, you're not trained for that. You can't And you're not flying
Speaker 2:at night.
Speaker 1:Night. Exactly. IFR is you're flying on the instruments instrument flight rules. We have one we have one friend who's, like, super by the book, super safe. And then we have another buddy who's a little bit wilder, VFR, and he will rent, like, the cheaper planes.
Speaker 1:And one time, like, the dial lights went out and he was landing at night. Shouldn't be flying at night at all. Just, like, botched the schedule and didn't check sunset. And he has to use his phone flashlight while he's landing to look at the dials as he's coming in on this rickety, like, old plane he's flying. People get crazy out there.
Speaker 1:Waymo is funny to write about because there's still a class of people that are writing the stories about, like, hey, Waymo's actually safe. And I'm like, I completely buy it. I'm in. Roll the Waymo's out everywhere. I've been in them.
Speaker 1:I feel safe in them. I've seen the data. I think they're safe. Like, I'm just like, my eyes glaze over when someone's like, I'm going to blow your brain out. I'm gonna blow your mind.
Speaker 1:It's Waymo's are safe.
Speaker 2:Robot.
Speaker 1:Car. Like, yeah. I'm I'm in. I'm totally in. What happens if you further segment the human driver population?
Speaker 1:So we we need to segment robo taxis into Waymo and everyone else because Waymo's so good. But how do you well, how does Waymo compare against the best human drivers? The best data that we have on Waymo is all any injury any injury crashes per million miles. For the average human, it's about four any injury crashes. So any injury that counts, four per million miles.
Speaker 1:Waymo is way better, way better. 0.75, so about five times safer. But there's one very specific case where humans, I believe, are safer. A married 60 year old woman who's college educated and is driving a large luxury SUV in Massachusetts on a Tuesday morning is closer to 0.5 injury crashes per million miles.
Speaker 2:Is a Tuesday morning part real?
Speaker 1:Yes. The most dangerous time to drive and I'll flip it around. The most dangerous time to drive is midnight on Saturday because that's when people are at the bars. They leave. They're drinking.
Speaker 1:And so there's a it's dark. It's the weekend. There's a lot more people on the road. They're driving much faster. They're getting places.
Speaker 1:They might be inebriated or under the influence of something. And so Tuesday morning is the safest time to drive. So none of this should take away anything none of this should take away
Speaker 2:any Feels like an Ehdenfielder episode in the making of studying the women in Massachusetts
Speaker 1:Yeah, like what drivers
Speaker 2:on the planet, and just interviewing all of them to
Speaker 1:Married 60 year old college educated women.
Speaker 2:Comes to the exact wrong conclusion.
Speaker 1:Oh, yeah. Yeah. It's the married 60 year old women that need to be the taxi drivers everywhere in the world. Yeah. They need to be Yeah.
Speaker 1:It's like, instead of Waymo
Speaker 2:starts like he starts like a competitor to Waymo.
Speaker 1:Right. Hey. Like, that's just them.
Speaker 2:Yeah. That's just them.
Speaker 1:Clearly, Waymo's are very safe. Rolling them out nationally would be a huge safety upgrade for our society broadly. But it's worth noting that the Massachusetts married women still got it. But if you wanna know if you wanna flip this around and find the hypothetically riskiest driver profile, it's very funny. It's an 18 year old single male with a DUI driving a Dodge Challenger at midnight on a Saturday in rural Mississippi.
Speaker 1:I have to say I love that Waymo operates from San Francisco to the South Bay. So great. Some folks say the free freeway driving is so so. The antidote to that is I get into an Uber and and do the same drive. It's literally life threatening.
Speaker 2:Was driving I was driving with Paul the other day and I heard he was telling me about the different modes that Tesla has. I've never owned a Tesla, so I wasn't familiar. But did you know that Tesla actually has something called Mad Max mode No. The autopilot where it'll drive it it'll drive it like roughly around 85 Yeah. Yeah.
Speaker 2:On the freeways. Yeah. If you're in the fast lane Yeah. And you come up to somebody, it will merge over into the lane to the right, make a pass, and go back to 85.
Speaker 1:That's insane.
Speaker 2:Somehow somehow feels slightly illegal, but I I like it.
Speaker 1:We have an update in the in the Warner Brothers Netflix deal. Netflix, they're going all cash, all cash deal. Netflix had said to Paramount, hey, what we want is an all cash deal. David Ellison and the Paramount crew, they brought net they brought Warner an all cash deal. And Netflix or or Warner was still saying, hey, we're going with Netflix.
Speaker 1:Now They said Netflix has upgraded. So we can read through a little bit of this in The Wall Street Journal.
Speaker 2:So Warner Brothers, Discovery and Netflix said Tuesday they struck a new all cash deal for Netflix to buy Warner Brothers Studios and HBO Max. Warner also released financial details on the cable networks business. It plans to spin off The all cash deal of $27.75 per share replaces Netflix's previous cash and stock deal. The sweetened offer comes as rival, Bidder Paramount, continues pushing its all cash offer for all of Warner Discovery. The value of Netflix's offer remains 72,000,000,000.
Speaker 2:Warner and Netflix said they expect the new structure to enable Warner shareholders to vote on the deal by April. The change could also help sway some shareholders who might be weighing its bid against Paramount. There's also another the next kind of
Speaker 1:Yeah.
Speaker 2:Thing that I was gonna get
Speaker 1:to is We can jump into that one too.
Speaker 2:CNN is doing 600,000,000 in profit on revenue of 1,800,000,000.0. So What are we doing? They they are truly Newsmax and quick sizing for for CNN. Congratulations to everyone at CNN.
Speaker 1:Not bad at all. Absolute dog.
Speaker 2:Somebody, you know, was saying yesterday that maybe maybe AI could save Hollywood. Yes. Somebody would I knew I knew that was gonna piss a lot of people off for a lot of reasons. One of the critiques was like, know, interesting to say that LA is dying as you're building a media business from LA. Yep.
Speaker 2:And my response is that we are in a huge complex. We're recording the show from a huge complex. And every other building in the complex is empty pretty much every single day. Like, there's no Yeah. There's nothing going there's the when I said LA is, like, dying, I was specifically talking about the context of the entertainment
Speaker 1:Yeah. Mean, a Wall Street Journal report that just shows sound stages were typically leased 90% of the time. And it's just way off peak down to like 60%. And so there is like a broad trend. And then just in general, I don't think we're necessarily at a phase in our life where we're like, Okay, tabula rasa, where's the best place to build this business?
Speaker 1:Let's go find that. It's like we live here.
Speaker 2:Yeah, we didn't.
Speaker 1:We're not like, Okay, we should go to Atlanta or something.
Speaker 2:We certainly didn't say like, let's start a media company because we live
Speaker 1:It's like in the the current struggles that LA is having are not gonna hold us back. If anything, it's gonna be easier because we can get space No rents. Hire people.
Speaker 2:Rents. In in ten ten years ago, this space would have been like two, three times Yeah. The price Yeah. Rent.
Speaker 1:There are these blips in industry towns that have happened many times. New York, famously, in the seventies and eighties went through a really rough patch. San Francisco, during COVID, everyone was moving out and there was a real was a real vibe of like, is San Francisco gonna be less relevant in tech? Then it came roaring back with the AI labs. And I I think most people don't, you know, debate that cities go through rough patches and then can come back.
Speaker 1:We certainly we certainly hope that LA comes back. It'd be fantastic. But there are there are a lot of changes that need to be made. And this has been said by a number of a number of famous people in Hollywood and Hollywood actors who have talked about different tax regimes, different incentives, different changes structurally to the way content is made and distributed. There's a lot of different elements that are contributing to LA having a rough go.
Speaker 1:At the same time, it's a fantastic city. It's where I was born and raised. I love it. I'm not going anywhere. You're gonna have to pull me out of here.
Speaker 1:Josh's wife.
Speaker 2:He's not leaving. Yeah. And again, I mean, just feels like I'm so curious to see how this works out because it felt like the Ellisons were were putting on this absolute master class and then this one and then kind of ran into a brick wall at this. But you could argue they overpaid by a ton for the UFC, which made sense if you had this. Again, if you have all these assets under one roof, it is going to be a really compelling consumer product, consumer subscription, but currently unclear who this kind of platform is really going to be for.
Speaker 1:So it was always something that was never on my bingo card of, oh, Netflix is going to buy a TV channel or a movie studio or a traditional Hollywood player. And yet, here we are. And it makes a lot of sense when you think about the assets and the IP specifically and the longevity that that will bring when it comes when you get Batman and Superman on Netflix. That's gonna be exciting. We got a deal.
Speaker 1:We got a pact. It's not just a deal. It's a pact. OpenAI and ServiceNow, they struck a deal to put AI agents into business software. ServiceNow, one of the greatest software companies in history, one of the few to reach revenues at their scale.
Speaker 1:The line from The Wall Street Journal is the AI model maker and business software provider, they signed a three year pact. I like the word pact. This is gonna underscore how AI agents are increasingly being embedded in corporate software. You heard Dario talk about where he's potentially going up against other labs on corporate b to b deals. He said OpenAI.
Speaker 1:He said DeepMind. He didn't really say he said no China labs have ever competed. Well, ServiceNow went with OpenAI on this one. So they signed a three year deal that will integrate AI models, ChatGPT's models, into ServiceNow's business software. The deal depends on customers using OpenAI's models within ServiceNow and also includes a revenue commitment from ServiceNow to OpenAI.
Speaker 1:Enterprises want OpenAI's intelligence applied directly into ServiceNow workflow, said Brad Lightcap, OpenAI's chief operating officer. Look ahead. Customers are especially interested in agentic and multimodal experiences so they can work with AI like a true teammate inside of ServiceNow. Demis Hassabis from Google told Alex Heath at Sources that that he has no no plans to put ads in Gemini. It's interesting they've gone for that so early.
Speaker 1:He said of OpenAI putting ads in ChechiPT, maybe they feel they need to make more revenue. Of course, on this show, we're very pro ads. And my answer my my response to Demis should be, let's do it, buddy. Let's it. I'm ready for ads in Gemini three Pro.
Speaker 2:Dylan Abruscato Scoop got a major scoop Scoop master. Scooping like a Ben and Jerry's employee. He figured out Instagram replaced the following tab or the following
Speaker 1:sort of Word.
Speaker 2:Keyword. Word with friends, which are followers you follow back.
Speaker 1:Yes. And this has implications. Explain.
Speaker 2:Yes. The implications here that some people aren't following accounts because they wanna keep they have some idea of what their follower to following ratio should be.
Speaker 1:Yeah. I if I follow 800 people and I have a 100,000 followers, it looks really elite. But if I'm but if I have a 100,000 followers and a 100,000 following followers Yeah. Following, it just looks like I reply I'm, like, doing some scheme. I have some bot going or something.
Speaker 1:Mean, hilariously, Barack Obama had a follow back bot on Twitter, I think throughout his entire presidency. So this comes up all the time because someone will find some crazy account, and they'll be like, Barack Obama follows this? What's going on? It's like because he follows like 3,000,000 people or something. Yep.
Speaker 1:Anyways, this is a
Speaker 2:continuation of the kind of product decision where they they allow people to not show the number of likes a post has. Right? They want people to post more. Oh. So if they're not showing the number of people
Speaker 1:That's why sometimes I just see a part that's blank because they Yes. Don't wanna show me who how many people like it.
Speaker 2:Yeah. It's the user gets to decide. I don't Okay. I didn't realize that. I don't wanna be Yeah.
Speaker 2:I don't wanna be measured by how many people tap. Right? Okay. So the idea was to encourage people to post more Yeah. Because they're not feeling this pressure to Yeah.
Speaker 2:Put up crazy numbers.
Speaker 1:Oh, I always get a 100. If I get 80, I won't feel good that day, so I will just turn that feature off in
Speaker 2:time. Yes. Interesting. So Okay. I think they want people to follow more people.
Speaker 2:We gotta end on this. Is extremely important. Yes. This kid was sent to the principal's office for lying that his uncle was Superman. The next day, his uncle, Henry Cavill, dropped him off at school.
Speaker 2:And Andrew Feldman said, dip s h I t school.
Speaker 1:Andrew Feldman is CEO of Cerebras, the $22,000,000,000 company does not like that the school Yeah. Sent the kid to the principal's office. But justice was done, and it's the wholesome side of x. If your algorithm's all sloppy, maybe you need to adopt Andrew Feldman's algorithm because he's got some great posts, he's not afraid to reply to them.
Speaker 2:And last but certainly not least, John Palmer says, the TBPN guys are just too Fortnite archetypes. John has maxed out stats, six foot eight, two hundred and thirty pounds, 0 V Bucks. Still on default skin after a year. No emotes. Pure fundamentals.
Speaker 2:Jordy's mid cracked, only six foot one, and absolutely loaded with V Bucks. Rotates legendary skins, spams rare emotes on the soundboard every five minutes. That I do. This is extremely accurate. I certainly
Speaker 1:I feel seen. I feel seen.
Speaker 2:Yes. We love you. Goodbye.