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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.
Brandon Garel wrote the op ed today in the TBPN newsletter at tbpn.com. Miramaradi's Thinking Machines snagged a multiyear partnership with Nvidia. Thinking Machines has been on the ropes. They lost half of the six cofounders in under a year. There's a question about where the business is going.
Speaker 1:This is obviously a good sign that they got a multiyear investment done with Nvidia, in which it will deploy at least a gigawatt of cutting edge chips to train AI models. They are going to be GPU richer. I don't know where the bar is for GPU rich or GPU poor is today, but they're one one gigawatt richer after today, which is good news for them. So congrats to everyone at Thinking Machines. Even though they've had a couple high profile executive departures, the team has grown from 30 people to a 120 people.
Speaker 1:So they're still cooking. Also still cooking. Alex Wang, there was a bunch of fake news on the timeline. We'll dig into this. But multiple tech news aggregator accounts on X posted that Alexander Wang, who's been on the show at Meta Connect, I've interviewed him a few times, he leads MSL, Meta Superintelligence Labs.
Speaker 1:And they were saying he's out. He's on the he's on his ropes. He's on he's like, he's fighting for his life over there. Well, it was fake news, and we'll go through exactly how this happened. But, Meta CTO Andrew Bosworth and Zuck also both hopped into the chats, different chats, we'll take you through, to categorically deny the rumors.
Speaker 1:So we will dig into that. Also, Jan Lecun raised a massive seed round for Advanced Machine Intelligence Labs,
Speaker 2:a One?
Speaker 1:M I l.
Speaker 2:One on 3.5. Not bad. Not bad. Not the kind of combination that you normally see. Yeah.
Speaker 2:It's not very American. Why? Do a 30 ish percent Sure.
Speaker 1:Sure. Sure.
Speaker 2:But it's it's
Speaker 1:Better than lot money. In in the age of AI, in the age of compute requirements. You you gotta spend money to make money in AI, and he's got the money now. Also, as we mentioned, Legora's coming on talking about their Series D, $550,000,000 at a $5,500,000,000 valuation just a year after their entry into The US market.
Speaker 2:A lot of people have been kind of questioning just how thin
Speaker 1:Mhmm.
Speaker 2:Are these rat how how thick or thin are these rat Mhmm. Basically. Yeah. But
Speaker 1:Also, AI recruiting platform Juicebox, which was a part of YC Summer's 2022 batch. That's a good time to go through YC right before the AI boom. You're up and running. Well, they are up and running with $116,000,000 after a $80,000,000 series b, which values it at $850,000,000. That's the kind of dilution that you're looking for.
Speaker 1:10%. Not bad. And the round was led by DST Global with participation from Sequoia Co two and YC. Meta also acquired the agent based Reddit style social network Moltbook. We, of course, had the founder, the creator of Moltbook on.
Speaker 1:I actually know the other cofounder as well, Ben Parr. They will both be joining Meta Superintelligence Lab. There's a lot of back and forth on, was it all slop? Is there any value there? Well, we don't know the terms of the deal.
Speaker 1:It doesn't have to be a billion dollar acquisition. Who knows? I've talked to both the founders. They're both, you know, capable, interesting people. And I think it's under discussed, and we'll get into this, under discussed that who is evaluating these acquisitions.
Speaker 1:It's not just Mark Zuckerberg. It's not just Alex Wang. You also got Nat Friedman, Daniel Gross. These guys have backed a lot of founders. They've worked with a lot of AI startups.
Speaker 1:They can understand the team that they're trying to build over there. And there might be some interesting interface between AI agents and social media. This is highly relevant. Meta seems like logical.
Speaker 2:Yeah. Remember Meta, Meta filed some patent for basically bringing yourself back to life in agent form after death. Right? So of course,
Speaker 1:Once they're thinking about this you shed your mortal coil and you molt, you go on Moltbook. That's very macabre.
Speaker 2:Yeah. I would be shocked if they keep Moltbook running Really? For more than a handful of months. Yeah. This just feels like, hey, let's bring some people on board that have been spending all their time thinking about how bots are going to interact with other bots and humans on the internet.
Speaker 1:Yeah. And Meta's done a ton of these types of acquisitions where smaller products, tuck ins, not everything has been WhatsApp $16,000,000,000 I forget. It was a lot of building.
Speaker 2:Yeah, Nikita's first
Speaker 1:Yeah, was a good example. And if you just think about it as like you get a shot on goal with one product, you get a product leader that can go and bring some new energy, some new ideas in, there's a lot of opportunity there. Theo is talking about the latest from Anthropic. So Claude Code now has CodeReview, which optimizes for depth and may be more expensive than other solutions like their opens like open source GitHub actions. Reviews generally average 15 to $25 build on token usage and they scale based on PR complexity.
Speaker 1:And Theo says, Anthropic really needs like one normal person to proof these things before posting.
Speaker 2:Some of the initial copy Yeah. Around this announcement looked like it was just a flat rate per code Yeah. In actuality, it's built based on token usage, but it's funny to have like a flat rate.
Speaker 1:Yeah. You know, it's generating code.
Speaker 2:It's you're getting charged to review the code. Yeah. And it's just like
Speaker 1:Also, all of the token rates and just AI expense lines are shifting so dramatically. Token usage is ramping. You're getting discounted tokens from certain plans. Like, it's very hard to grapple with how you think about budgets. We've talked to a number of people where like at Microsoft, every employee needs a token budget.
Speaker 1:Every employee needs some sort of AI budget. You should still think about it almost in a per seat basis. But depending on what someone's doing in the organization, they get a different AI budget. They feed us poison, Cloud Code, so we buy their cures, code review, while they suppress our medicine, which is what is the medicine in this Actually writing the the first time.
Speaker 2:Pull up this next one from Luffy, Claude code after writing your code. Leave a tip.
Speaker 1:Yep. They really should do a tip button. I like I like the idea of a tip. What's the advantage to having AI run a code review these days?
Speaker 3:Yeah. I mean, it it like makes a lot of sense.
Speaker 1:Like It it doesn't apply to you because you don't review code. Correct?
Speaker 3:Well, I mean, so it makes sense for teams. Right? Because I like I I don't I don't need an external code review Yeah. On my code because I'll just have like if I'm in Codex, if I'm in Cloud Code Yeah. I'll just tell it review it Review it like Or you would think that it's Does it work?
Speaker 3:While writing it, it's reviewing it. Yeah. Right? Hopefully, it does that.
Speaker 2:I personally, I never checked my work in the moment. I'm just Never. Full speed ahead.
Speaker 1:Yeah. This post is Walter White spinning a pistol saying mid level technic non technical business unit leaders asking Claude where they can cut headcount to reduce waste. And you flip it around and he says, actually, we don't need you.
Speaker 2:Great. They all forgot how to code. Now 10 x the price.
Speaker 1:It's not that bad. Stuff's working. We we we have had we have had fantastic success with Vibe coding. We are we are quickly becoming a game studio. We of course released TBPN simulator, thanks to Ben over there.
Speaker 1:We have some other projects in the works. And it's gonna be a good year for us. We're we're we're very happy with the tools that are at our disposal. Max Zeph in Wired shares that OpenAI and Google employees, including Google DeepMind chief scientist Jeff Dean, filed an amicus brief in support of Anthropic in its lawsuit against the government. I saw guests of the show, Dean Ball, also put together an open letter through FAI that if you feel inclined, can go sign to support the idea that anthropics should not be labeled a supply chain risk.
Speaker 1:Maybe some other Chinese labs should be labeled a supply chain risk. We'll leave it up to you to see where you land on that conversation. But there are certainly lots of people that are coming together to try and crystallize the the final decision there. The White House readies an executive order to weed out Anthropic. They are really pushing hard on this supply chain risk designation and pulling away from Anthropic.
Speaker 1:There's news that they might be using Gemini, might be using OpenAI models. The the Grok is already installed. There's a question about capabilities, but the capabilities seem to be jumping back and forth constantly, like, with the Google News today, with the Codex 5.4, like this temporary arb of like they needed Anthropic because it was the only thing that could do x y or z. That seems to be, you know, gone for this week. Who knows where it'll be next week?
Speaker 1:If you are trying to make it in DC, you gotta open up the front page of The Wall Street Journal because there's a tip. So if you have a meeting with Donald Trump, you better wear his favorite shoes. Can you guess what his favorite shoes are?
Speaker 2:No idea.
Speaker 1:Balenciaga's. No. It says Oxfords. A $145 Oxfords to be to be specific. The president has developed an obsession with $145 Oxfords.
Speaker 1:All the boys have them, is the quote. The hottest and most exclusive MAGA status symbol is a pair of leather Oxfords. Prefer a wingtip, loafer, or monk strap, black or brown? President Trump has got you, apparently. Trump has been gifting footwear to agency heads, lawmakers, White House advisers, and VIPs.
Speaker 1:Did you get your He asks
Speaker 2:He in cabinet everybody to wear the same pair of shoes.
Speaker 1:Yes. And and he asks people in cabinet meetings, did you get your shoes? Did you get the shoes they sent you? Pretty amazing.
Speaker 2:That's pretty nice.
Speaker 1:Some people have laced up in the Oval Office. During a lunch meeting in January, Trump suddenly pivoted to his incredible new shoes and gave Tucker Tucker Carlson a pair of brown wing tips. All the boys have them, said a female White House official. Another joked it another joked, it's hysterical because everybody's afraid not to wear them. The shoe salesman in chief is paying attention.
Speaker 2:This is extreme. Do we know do we know what brand?
Speaker 1:It's Floor Shine. Floor Shine. Woah. That was the next sentence. Oh, spoiler alert over here.
Speaker 1:It's okay. We get it. You read the journal before me. I get in. We're gonna have to get two copies of this paper journal because I have been reading the journal for a full year now or two.
Speaker 1:And and and I get over it. I'm like, where's my where's my paper? And, oh, well, it's over on Tyler Cosgrove's.
Speaker 3:What is the what's the what's the sort of
Speaker 2:history of this brand? Why
Speaker 1:I have some Florsheims. I like them. They're very
Speaker 3:I also have some.
Speaker 1:Yeah. They're good. They're accessibly priced at a $145. They look nice and they sort of match everything. And look at that Would
Speaker 2:you expect this to roll in
Speaker 1:Gives you Florsheim a little
Speaker 2:roll into Truth Social.
Speaker 1:Potentially. Potentially, we is I don't know if it's public. Potentially a spat candidate. Anything could happen here. The president has taken to guessing people's shoe size in front of them.
Speaker 1:You're in a meeting and you're like, the sir, the price of oil He's has
Speaker 2:like 11. I'm pretty sure it's 11.
Speaker 1:He asks an aide to put in an order, and a week later, a brown Florsheim box. He should just have them in stock. The 79 year old billionaire known for expensive Brioni suits, long red ties, and a penchant for aesthetics late last year began searching for something that would feel better after a day on the job and settled on Florsheim. Trump liked them so much he started dispensing them. He pays for the shoes, the White House said.
Speaker 1:President J. D. Vansen, Secretary of State Marco Rubio have some. So do Transportation Secretary Sean Duffy, Defense Secretary Pete Hegseth, Commerce Secretary Howard Lutnick, Trump's Communications Director wow. It's really everyone.
Speaker 1:Sean Hannity, Senator Lindsey Graham have a pair. One recipient said Trump had a stack of them in in an office. A box read Scott for for treasury secretary Scott Besson. Besson does not want these. Maybe there's an opportunity to start the left wing response to Florsheim since often these things get politicized.
Speaker 1:But the real money is going deeper in the supply chain, selling money selling weapons to both sides. Is the alpha. Know that both Alex Jones and Gwyneth Paltrow at one point were were sourcing supplements from the same co packer. No. Yes.
Speaker 1:Yes. The exact same ingredients, the exact same chemicals sold to two wildly opposing audiences. Like, this this is something that happens deeper in the supply chain because
Speaker 2:That sales
Speaker 1:the brand matters. Donald Trump. Yes. Yes. Yes.
Speaker 2:China's BYD explores f one entry and first racing push. BYD is examining options to enter competitive motorsport, including Formula One and endurance racing
Speaker 1:Mhmm.
Speaker 2:In an effort to boost the Chinese brand's appeal globally. The automaker is looking at several options following its rapid growth outside its home market in competitive racing's continue continuing shift towards hybrid engines. These range from the World Endurance Championship Mhmm. Which includes the twenty four hours of Le Mans to F1, either through building its own team or potential acquisitions. Any move by BYD would be a rare direct attempt by a Chinese manufacturer to take on a sport dominated by European and US teams.
Speaker 2:Car makers from the country have had sporadic interest in motorsport. Geely successfully participates in international touring car racing through Cyan racing. The potential cost of entering F1 could be a significant obstacle for BYD according to one of the people.
Speaker 1:I thought they had money.
Speaker 2:Maybe they're down to their last $10.20 grand.
Speaker 1:It's possible.
Speaker 2:Developing and entering a car often takes years of negotiation and costs as much as So 500,000,000 a they should start
Speaker 1:a new race series. You know how the BYDs can jump over potholes? Have you seen this video? Yeah. We've pulled this up before.
Speaker 1:There should be a specific racing circuit with terrible potholes that if you crash, it'll just destroy your car. So you have to jump at the right time, and that adds, like, an extra layer of thrill.
Speaker 2:I love
Speaker 1:it. This would be good.
Speaker 3:I love it.
Speaker 1:And probably way cheaper to start that circuit. BYD is known for making affordable electric and hybrid vehicles. Okay. So they do have some hybrid technology. It's always weird.
Speaker 1:Like, a Tesla f one car would be odd, cool, but it just feels like they should be in Formula e because I think of them as an electric car maker. BYD in 2025, its high end Yongwang branded brand tested the u nine extreme vehicle at a track in Germany recording a top speed of more than 308 miles an hour. That is so fast. That is so, so fast.
Speaker 2:200
Speaker 1:is insane. I mean, being on the track and going like one twenty feels fast. Three times that is absolutely crazy.
Speaker 2:Yeah. One fifty feels wrong to me personally as a father. Yes. But 300.
Speaker 1:But the right track, the right conditions, straight, lots of runoff, like it it is possible.
Speaker 2:That was trying to break the drift record by just spinning around.
Speaker 1:Yeah. You were very upset about that. The chat agreed with you. An f one partnership would also significantly boost awareness of BYD in The US. Do you know what BYD stands for?
Speaker 1:No. Build your dreams.
Speaker 2:Wow. Build your dreams.
Speaker 1:Do you know what LG stands for? The TV maker?
Speaker 2:Life good.
Speaker 1:Yes. Life's good. Life apostrophe s is good. Life is good. Life's good.
Speaker 1:LG.
Speaker 3:Tyler? Gotta put it in Trusone. It does not stand for let's good.
Speaker 1:No?
Speaker 3:It stands for Lucky Gold Star.
Speaker 1:Lucky Gold Star. Wait. Why? Where did they get Life's good from?
Speaker 3:I think that's another brand. They might use that in marketing.
Speaker 1:Oh, okay.
Speaker 3:Not like the etymology of LG is from
Speaker 1:Wow.
Speaker 3:The Gold Star.
Speaker 1:Destroyed. Okay. Thank you. Buying into f one is more common. This season is the first for Audi after taking full control of Swiss motor sport company, Salber.
Speaker 1:Investor, Otrro Capital, is seeking buyers for a stake in Renault, Alpine Racing. However, full team sales are rare. Billionaire Lauren Stroll's Aston Martin team has recently sold stakes in the team, which has had a disastrous start to the new season after mechanical issues, including vibrations from the power unit. Motorsports such as f one are increasingly adopting environmentally friendly practices for 2026. F one has implemented new rules, including hybrid power regulations that boost battery capacity.
Speaker 2:Somebody ran the numbers Yes. On the sort of like c o two, the emission savings that f one is getting from the new Yeah. New regulations. Yeah. And then comparing that to the emissions of just like taking this like massive carnival of motorsports Yeah.
Speaker 2:On the road. And all private jets
Speaker 1:would land every f one event.
Speaker 2:And it just, like, doesn't make a dent at all of the overall impact, and it's just sort of, like, emissions theater.
Speaker 1:So what do you think performed better over the last five years? The S and P 500 or cows? Live cattle apparently outperformed the S and P 500, but this is from an account called DJ Cows. And I feel like they've been waiting for this to happen for the entire time. They've been waiting for the one moment that the cattle market outperforms the S and P 500, and they're taking a victory lap.
Speaker 1:Capitalize. Cows, one of the greatest to ever do it. Very, very interesting. I didn't realize that there was such a boom in the cattle market, but apparently, there is, and I'm sure there's a way to get in on the action if you so choose, if you are interesting. Let's move, over to AI and the NEO Labs.
Speaker 1:Nvidia invests in Miramaradi's Thinking Machines Lab, the startup founded by OpenAI's former CTO plans to deploy at least one gigawatt of NVIDIA chips as part of a new partnership. The deal includes a collaboration to design artificial intelligence training and serving systems using NVIDIA technology. The size and structure of the investment couldn't be learned. Is it a circular deal? Is it equity in exchange for for chips?
Speaker 1:It's it's it's unclear at this point.
Speaker 2:We know Thinking Machines was out raising towards the end of last year Yeah. Going for something like a $50,000,000,000 valuation. Seems like that
Speaker 1:Yeah.
Speaker 2:Had I would have guessed that hasn't happened. Otherwise Yeah. I'm sure they would announce it. If I were them and I wanted to project confidence, I would be trying to announce the biggest possible number. Yeah.
Speaker 2:Instead, they announced this this effectively what
Speaker 1:looks like
Speaker 2:a trade.
Speaker 1:Look at this photo. Is there any chance that these two companies merge at some point in the future?
Speaker 2:That's interesting.
Speaker 1:Tyler's always been on this, like, if Jensen gets really AGI pilled, he'll keep the chips for himself and serve the models himself. And Nvidia does have some in house training and inference capabilities. They have a metaverse product that simulates worlds. They also have a self driving car project. And they're still partnering with OEMs and partnering with companies.
Speaker 1:And they're not they're not offering consumer products. Of course, Nvidia is the one company in the Mag seven that does not have a social network yet, but that could change.
Speaker 3:What do
Speaker 1:you think?
Speaker 3:There's been news recently. I think Nvidia is planning to launch some, like, open source AI agent. Yes. It's like unclear how, like, serious that is. Yeah.
Speaker 3:Maybe it's just like a cool demo or something. Yeah. I I don't think it's like
Speaker 1:Could be super a fork of OpenClaw or something like that. Didn't they have a Nvidia Shield gaming product that would do game streaming? I think they had some hardware at some point. So they're open to it. And in a huge boom where having at least a team of 120 super talented AI researchers, that could be really valuable to Nvidia.
Speaker 1:Of course, Nvidia famously did that deal with Grok and sent over 10,000,000,000 wired in five days or something or twenty four hours. What was it? Yeah, they closed the whole thing in twenty days. And I think Jensen sent a $10,000,000,000 wire.
Speaker 2:Yeah, somehow it came out that the wire was sent prior to actually formalizing it.
Speaker 1:I just like, here you go. I'm good for it.
Speaker 2:I'm for
Speaker 1:cash flow.
Speaker 2:Sophie says, please bro, just one more AI lab bro. Come on bro, we have a unique perspective on AI research. No one else is doing it like us, bro. Come on, bro. We could raise a few billion, and worst case, we just get Acquires, bro.
Speaker 2:Nothing to lose, bro. I promise. Come on, bro. Just join.
Speaker 1:Yeah. I I mean, has the has the Neolab boom slowed down? Like, you, Tyler, you created the Neolab market map. Have you been getting more DMs? Hey, I just launched and you gotta put me on that thing.
Speaker 3:It's probably slowed down a little bit. Mhmm. I mean, it's also like the big ones you heard about were all people leaving OpenAI. Yep. Mostly OpenAI, I guess.
Speaker 3:Yeah. Not not as much Anthropic. Yeah. But it's probably slowed down a little bit. You don't hear as as much about these big rounds now.
Speaker 3:But I I think there are like there are some that like are are maybe in stealth haven't launched stuff. Right? Like standard intelligence Yeah. When they came on, there was like most people didn't know about that.
Speaker 1:Yeah. Yeah.
Speaker 3:Yeah. But Yeah. There might be a
Speaker 1:few out there in stealth. But they they have to be sort of narrow or and and and I think the broader we're we're now in the post post NeoLab era where it maybe if it if it wears the NeoLab branding, it's doing something that's so different that it's not really in the But path of
Speaker 2:standard intelligence launching implies an opportunity for a NeoLab non standard intelligence.
Speaker 1:Yes. Yes.
Speaker 3:And so, every there is there is a company, Unconventional AI. Really? Yeah. Yeah. Yeah.
Speaker 3:We had them on, I believe. Oh, isn't that? Yeah. That's Nvidia.
Speaker 1:Oh, yes. Yes. Yes. So Meta has acquired Moltbook, the viral social network built for AI agents. Co founders Matt Schlitt and Ben Parr will join MSL, Meta Superintelligence Labs, with a deal expected to close in mid March.
Speaker 1:That's now. It is mid March. It is in we are in the March since this is the tenth, so this could close in a week or two. Insane. Well done, says Dennis Hagstad.
Speaker 1:And I agree. Why it matters according to Axios
Speaker 2:Yeah.
Speaker 1:And Matt
Speaker 2:Matt hasn't posted at anything So I think I think they were seemingly not wanting this to get out. Yeah. It's still fantastic news for them.
Speaker 1:Yeah. So there's no there's no announcement or this was just exclusive from Axios. It's just like Axios has learned. There is a little skepticism on the timeline, especially from the guy who was, like, the biggest spammer on Moltbook. Apparently, this is a hilarious twist.
Speaker 1:So Meta did not disclose Moltbook's price when Axios asked. The deal is expected to close mid March. The pair is starting at MSL March 16, just six days from now. Moltbook's social network was designed to run-in conjunction with a separate project, OpenClaw. OpenClaw was previously called ClawedBot, briefly MoltBot.
Speaker 1:Last month, OpenAI hired Peter Steinberger, the creator of OpenClaw. That product is now being open sourced with OpenAI's backing. So the king of spam on on Moltbook, Nagli, says, I can't believe a single four loop script I ran on Moltbook by registering a million fake agents actually helped them get acquired by MetaMental. Did that help them get acquired? We have no idea.
Speaker 1:I mean, it's
Speaker 2:It wasn't a secret that all the accounts were bots.
Speaker 1:Yeah. That's that's the whole pitch, actually. I think I think the question if people were to look at this is like, is there economic value here? Is like, was there anything interesting happening there besides all the crypto junk? And we're like, I went on Moltbook as a human and spent time there.
Speaker 1:That time is monetizable, almost best for Meta. That is the the king of monetizing attention. Right? And so you could put ads on that, and you could put it in the family of apps next to Facebook, Instagram, and threads, and WhatsApp, and whatnot. But were they were they actually driving attention?
Speaker 1:Did anyone stick around? Because I churned pretty quickly from, like, being a I wasn't even a DAU. I I used it, like, two or three times. And I went on there, I searched for things, and I read some stuff. And I was like, oh, okay.
Speaker 1:This is interesting. This is a bunch of AI generated texts. They're talking to each other. The system prompt seemed kind of interesting. It it was clearly asking the AI agents to kind of reflect on their own sci fi cognition and awareness and their souls, essentially.
Speaker 1:It was interesting to see some screenshots. People had some fun with it. It's probably monetizable to some degree. But if it fell off a cliff and no one's really using it, maybe not. But
Speaker 2:Yeah. And I I just
Speaker 1:people that are really good at building like viral AI projects.
Speaker 2:I've I've seen some some negativity on the deal. People saying, oh, this just says that Zuck has no AI strategy. Yep. And I just totally disagree with that stance. I just look at this as bots have been a bug on social media.
Speaker 2:We've seen now how they can be a feature.
Speaker 1:Yep.
Speaker 2:I think every social media executive should be planning for bots to be more of a feature in the future than than they have been in the past. Right? And I think if you're not thinking about that Yeah. You're not like really being forward looking. And so there's a lot of people that are gonna hate bots as a feature.
Speaker 2:Yep. But I would just assume that in the future there will be millions billions of bots on all meta properties. And they will be, know, I'm sure some that are that are generated by sort of like, you know, nefarious actors, but some generated from the platform itself that are part of the product experience.
Speaker 1:I like that take. I also think that there's a there's another side of this, which is just that look at what's happened with MSL over the last year. Like, it didn't exist a year ago. It really started over the summer with, like, the talent raids and the AI talent wars.
Speaker 2:Van says, I just don't think having bots clicky on my ecommerce ads is a net positive long term.
Speaker 1:Yeah. But truthfully, if there's a bot that can interact with your e commerce content and ad context and debate the pros and cons of one thing in your category versus another. And effectively, like you have sort of a Reddit style experience around your product on day one, or you have five products and bots are in there discussing them. And the other thing is that when you have these bots preemptively discussing something, you are effectively caching the tokens before someone actually queries them. So instead of needing to find a product and then click, tell me about this and pretend like you take a link to a new bed or car or something and you dump that in ChatGPT and you say, debate this car like you're a bunch of people that are experts and it's Doug Jimuro versus Matt Ferra debating the value of the Ferrari f 80.
Speaker 1:And and and that debate is happening. You you could prompt that. But if it's already there and it's sort of happening, that that that could potentially be be valuable. But I think the bigger the bigger value to Meta is if you look at the AI Talent Wars, they went and acquired a bunch of a bunch of really talented researchers. They got some folks from Thinking Machines.
Speaker 1:They got a bunch of people from OpenAI. They got people from all over the industry, and they put together this team of, like, researchers that can sort of, like, unstick the LAMA project and get to the frontier on just an in house LLM project. Maybe they open source it. Maybe they don't. Maybe they serve as an API.
Speaker 1:Either way, Meta needs a frontier model. They're not just gonna buy tokens from OpenAI or Anthropic. So they they get their own thing. But then the question is like, what do they do with that? And I'm sure everyone on the Facebook product team is is thinking about this.
Speaker 1:Everyone on the Instagram team is thinking about this. Connor at Threads is thinking about this. But if you bring in two interesting product managers, that can say, oh, like you got a bunch of cool frontier models, you got an image model that you train, a video model, you got a text model, you got a coding model. Like, let's just go do some skunk work R and D so that when we launch the new AI models, we have a number of projects that we're experimenting with that sort of demonstrate the capabilities. Maybe some of them take off, maybe some of them integrate.
Speaker 1:That seems valuable to the MSL strategy to the meta ecosystem. What do you think?
Speaker 3:This is like the OpenAI Labs team, right? Yeah. It's like this. But it's like these They're doing these, like, weird projects. Maybe it's the next coding agent.
Speaker 3:Maybe it's like Moldbot or something. But it's just like these weird things that Yeah. You get access to the new internal models. Yeah. Maybe there's something cool you can
Speaker 1:do with the Yeah. It's part engineering, part product development, part marketing, part communications. Because there's a lot of times when we bring on researchers or product leaders from labs, and we ask them like, how are people using this? And they'll be like, the benchmark's really good. And I'm like, I want to know how this delivers value.
Speaker 1:And there's this break in the chain from like, we have amazing intelligence, but like people want to know what the killer feature is. They want to know what the Studio Ghibli prompt is. They want to have their hand held a little bit. And so having a team that can advance that, I think, is is good. I think it I I think could could be very, very good.
Speaker 1:Of course, we don't know the price. We don't know the terms. But overall, I think it's exciting for the team behind Moltbook to head over to MSL. So congratulations to them.
Speaker 2:Kevin Roose over The New York Times made a blind taste test to see whether New York Times readers prefer human writing or AI writing. 86,000 people have taken it so far, and the results are fascinating. Overall, 84% of quiz takers prefer AI. It's over.
Speaker 1:It's over. This is literary fiction. You have to choose the passage you like best. The boy asked his grandfather why the old church had no roof. The man said weather and time and indifference.
Speaker 1:The boy asked if someone could fix it. The grandfather said, yes, but no one would. Things were built and things fell down, and mostly people just stepped over the rubble on their way to somewhere else. That's passage one. Passage two.
Speaker 1:It makes no difference what men think of war, said the judge. War endures as well as well as well ask men what they think of stone. War was always there. Before man was, war waited for him. The ultimate trade awaiting its ultimate practitioner.
Speaker 1:That is the way it was and will be. Which one did you like more?
Speaker 2:So hard, because I'm trying to I'm I'm actively trying to clock which is AI. Because you wanna
Speaker 1:vote for that one, because you're pro AI and you're techno optimist?
Speaker 2:Yeah. Probably.
Speaker 1:Tyler, what do you think?
Speaker 3:I I I know which one it is.
Speaker 1:Oh, you already took
Speaker 3:it? Yeah. But I will say, I I got it wrong on this question.
Speaker 1:You got it wrong? Yeah. Wait. So what were you trying to do? You were trying to
Speaker 3:I was trying to pick the one that was that I was trying to pick the human written one.
Speaker 1:The human written one. Wow. Okay. Anti AI over here.
Speaker 2:Anti AI. Gonna try to pick the I'm gonna try to pick the human too. I'm gonna go passage one.
Speaker 1:Passage one.
Speaker 2:As human.
Speaker 1:This is written by AI.
Speaker 2:No. Oh, no. No. No. Sorry.
Speaker 2:I have a different I have it pulled up, but they're swapped.
Speaker 3:Oh, they're swapped for So,
Speaker 2:I just picked I picked passage one for me. It makes no different what men
Speaker 1:Oh, okay.
Speaker 2:Okay. Was written by a human.
Speaker 1:I'm AI all
Speaker 3:the So you clocked every single one?
Speaker 1:Every single one. Five for five.
Speaker 3:I missed AI. First one. The other four I got.
Speaker 1:It's because I just went with my heart. I was like, which one do I actually prefer? I wasn't trying to guess. I was just like, which one is actually the better writing? And it was AI all the way.
Speaker 1:Five for five.
Speaker 2:Built different. Built different. No.
Speaker 1:I'm kidding. I was obviously just looking at what you were saying and guessing based on that. Anyway, thank you for tuning in. Subscribe to our news lately
Speaker 2:Tuesday of your life.
Speaker 1:And goodbye. Love you.