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Technology's daily show (formerly the Technology Brothers Podcast). Streaming live on X and YouTube from 11 - 2 PM PST Monday - Friday. Available on X, Apple, Spotify, and YouTube.
Death Star post. Now it makes sense. It all makes sense. It wasn't a vague post.
Speaker 2:It was just early.
Speaker 1:A preview, a deal that would take shape four months later. Right? That's what was happening. Sam Allman, of course, what was this? On GPT five day, August 6, he posted a picture of the Death Star rising on the horizon.
Speaker 1:Very confusing post at the time. Now we understand.
Speaker 2:Now we get it.
Speaker 1:He was saying, hey, one day, we're gonna have rights to Star Wars properties through this deal with this Darth.
Speaker 2:Of course. Darth Sama.
Speaker 1:I did not like this post at the time.
Speaker 2:And the timing the timing was really funny. Yeah. It implied that they were about to release something, you know, so all powerful
Speaker 1:Yeah. That would It was easy to read it that way. Yeah. You could also read it as, like, maybe they're going on the offensive against the the Death Star, the Empire, which is Google. They're gonna attack Google.
Speaker 1:There were a number of different ways to to to read into it, but it was
Speaker 2:It felt. Confusing. It was confusing, and then and then it and then it was I I feel like people were somewhat let down.
Speaker 1:We had a bunch of different takes on it. We think it makes sense now. But now, you know, it's even more clear with the Disney deal. But you wrote about the Disney deal. You dug into the deal, And you it kinda crystallized your take.
Speaker 1:So take me through it.
Speaker 2:I wrote a hundred and twenty seven days. That's the gap between Sam's the Star Wars Death Star vague post and yesterday's announcement that Disney is investing $1,000,000,000 into OpenAI and giving them a three year license that allows users to generate AI photos and videos Mhmm. Of the most popular 200 Disney characters. Most notably, OpenAI is guaranteed a one year exclusive on the IP. And while the post and the deal are probably not connected, I think it's funny to imagine that they are.
Speaker 2:Right before the deal was announced, Disney sent Google a cease and desist letter claiming Google had been violating Disney's intellectual property by allowing users to generate a variety of Disney characters. Many people outside tech seemed shocked that Disney would license their IP in the first place given their history ruthlessly protecting it. There's a number of examples of Disney coming after kids birthday parties or at least that's how they positioned it. Of course Yeah. These are businesses effectively using Disney characters to Yeah.
Speaker 2:Yeah. I I monetize
Speaker 1:I read your draft and I was like, wait, they sued a child for having a Disney themed
Speaker 2:birthday party. There's two notable examples. Yep. Little nuance. One is coming after basically a birthday party service.
Speaker 2:Company.
Speaker 1:Like a business that sells And We will do your birthday party and then they were selling and it'll be princess themed.
Speaker 2:Well, so what they Blah blah blah. It wouldn't they wouldn't directly call the characters that you could like rent Mhmm. The the same names Yeah. At like it wasn't like Elsa.
Speaker 1:Okay. But it was clearly
Speaker 2:In the reviews, what Disney noted in the reviews, people would call the characters by the Disney Okay. Names. And then there was also a story of of a father who like wanted to do a Spider Man tomb stone for his like very young son that passed and Rough. And I think it was the effectively got blocked. It wasn't necessarily directly by Disney.
Speaker 2:But anyways, Disney has long standing policy of of not letting other people Such a
Speaker 1:PR nightmare. If your legal team comes to you and says like, we wanna sue a dead person, like it
Speaker 2:it wasn't in a lawsuit
Speaker 1:Or maybe it was a
Speaker 2:tombstone company. They were just saying like, no, you can't make a Spider Man Sure. Sure. Many people outside of tech seem shocked that Disney would their IP, but Bob Iger knows that AI generated Disney will happen with or without the company's blessing. So partnering with OpenAI today while setting up negotiations with Google and other players makes a lot of sense.
Speaker 2:Again, I I just expect this like cease and desist is the start of a negotiation process in order to get the same type of IP and capability ultimately into Gemini.
Speaker 1:But in 2027, not
Speaker 2:in the previous years. And and maybe not. Right? Like, one question I have is Mhmm. They have a one year exclusive Yeah.
Speaker 2:After that period. Does Disney say, okay, you can keep having the exclusive, but you need to pay us like a billion dollars a year?
Speaker 1:And at least Google's at the table negotiating. Yeah. Is that what you mean?
Speaker 2:Yeah. Exactly. The strategic significance of this deal for OpenAI has been broadly underappreciated, mainly because for a company that frequently talks in the trillions, Disney's investment, a paltry 1,000,000,000, just isn't enough to turn heads. But the advantage this deal gives OpenAI from a product and distribution standpoint is extremely significant. OpenAI has 20 to 30,000,000 paid users out of a total of 900,000,000 globally.
Speaker 2:Disney, on the other hand, had a 140,000,000 people visit Disney parks in the last year and a 128,000,000 paid subscribers to Disney Plus. If you're an adult spending thousands of dollars to take your kids to Disneyland or a Disney Plus subscriber, surely you'll pay an incremental amount to OpenAI to extend and personalize your Disney experience. As a parent, some of the most magical moments with AI that I've had are simply generate I've talked about this before. I take a real photo of me and my son and I turn it
Speaker 1:to The dinosaur mode. Generic
Speaker 2:dinosaurs. Dinosaurs. Dinosaurs. Dinosaurs. Dinosaurs.
Speaker 2:Really brings us both a lot of It's like Photos. It's his reaction Yeah. To the picture that I'm getting joy from because he just like absolutely loves it.
Speaker 1:I I had a similar experience where I would I would like take a picture of like you know, we'd create a scene of toys and then we'd say like make these Lego versions of this or something. But the models got so good at a certain point that I was just like, okay. Like, I just I I made his toys look like toys, it just looks exactly like what I made. And I was like, I just I need to take a photo. I need, like, more creativity to come up with something remarkable.
Speaker 2:My household is not into the Disney world yet. Think the kids are just young. Yeah. But I can imagine how excited if you're a Frozen super fan, an Avengers super fan, being able to put yourself, your kids into their world, I think is gonna be pretty exciting. So having a license to generate high quality images and videos of 200 of these characters creates a temporary but very real differentiation for tons of current and future ChatGPT users.
Speaker 2:Knowing Sam and Josh, they've likely negotiated to get Sora ChatGPT broad exposure across Disney properties both online and offline. And we already know that select Sora videos will be featured in Disney plus. I think they're gonna be taking a really making sure they're hand selecting those because
Speaker 1:I wonder what that means. I wonder if that means the Apple TV app or the Disney plus app on the phone. On an iPad, on a phone, it feels a little bit more natural. Just in terms of the Star Wars property, like, there's there are the the original Star Wars films, and then there's Young Jedi Adventures, which is Star Wars for kids. There's even less violence.
Speaker 1:It's more G rated than G13 rated. Even with Blue E, a very popular children's show on Don Disney plus there are full episodes that are like a full episode might be, I wanna say, like, eight minutes long, but then there's minisodes that are even shorter. So, like, the short formification is happening within the Disney app already, but I think a lot of parents would have a sort of negative reaction to just
Speaker 2:A feed.
Speaker 1:A feed. Yeah. An endless scrolling feed of short form Sora content. That's gonna be really tricky. It needs it needs a twist.
Speaker 1:It needs curation. They said that there's already gonna be curation. But I wonder how that's gonna roll out.
Speaker 2:Curation, but it could still very well be infinite.
Speaker 1:You could essentially have like a like a film festival that's running and kids submit their generations and then those get
Speaker 2:A film high festival like of seven second videos. I'm sure Hollywood I mean will love that. Back in No.
Speaker 1:Get in the Vine days, like, the the the the creative skill ceiling was incredible. Yeah. People were doing remarkable, remarkable things with that. I still believe that there's some really interesting things that you can do systems, with generative AI. And I and I imagine that we will see some cool stuff come out of the Disney partnership.
Speaker 2:But Yep.
Speaker 1:I don't know that I'd want a kid sitting there watching endless slob.
Speaker 2:I finished it out by saying my long held assumption is that over time, everyday consumers won't pay for LLMs. There will be great ad and commerce supported LLMs that provide the monetization to serve great models. But OpenAI's challenge is that even with future hall of famers like Fiji Simo and Denise Dresser on board, Denise is of course the former CEO of Slack who's now the CRO at OpenAI, They can't massively scale monetization of the free product overnight. They can't just say, hey, ChatGBT agent. Yeah.
Speaker 2:Create a massive ad platform. Don't make mistakes. I don't expect those business lines to really begin ramping till the second half of next year, they need to show continued revenue growth now. Hard to think of a better time for this deal to get done than eleven days into OpenAI's Code Red and right as Sora was about to fall out of the App Store's top 25. Will the functionality be immediately abused?
Speaker 2:Yes. Will it create uncomfortable moments for Disney's leadership? Yes. Is it a smart move for Disney? Yes.
Speaker 2:Will OpenAI have to shell out billions to maintain exclusive access over the long run? Yes.
Speaker 1:I want to debate you on this idea that it will be abused immediately. I think it's actually really, really hard to abuse these systems. Oh, jailbreak it. I got it to say something crazy. Like, that's like it's just like seems like a thing of the past.
Speaker 1:What do
Speaker 2:think about it? I just I just trust that the Internet immediately will figure out if you have Yes. But it leads to and millions of people trying to jailbreak it. Yes. Yes.
Speaker 2:Of course. But it leads The other thing that will happen is people using different models
Speaker 1:Yeah.
Speaker 2:That are, like, already don't have the same guardrails and making it look like they're sore outputs even though they're insane.
Speaker 1:Oh, totally. Totally. Totally.
Speaker 2:Yeah. You're just saying like
Speaker 1:source model that's completely unrestricted. You do something crazy, and then you throw the sore watermark on it just to take a shot
Speaker 2:at Bob Sam and and Sam.
Speaker 1:We'll sigh up. Well, what do you think, Tyler?
Speaker 3:Yeah. I was I was gonna agree with Jordy. Like, think
Speaker 1:Hey. What's this? What's this?
Speaker 3:Oh, yeah. I've just been you know, I got a double jaw surgery.
Speaker 1:Double jaw surgery.
Speaker 3:And a little bone smashing? Bone smashing a bit. Yeah. Just trying to get my looks
Speaker 1:You're looking fantastic. This is remarkable. I really I really can't hats off to the production team. This is a this is a fantastic new feature to to allow Tyler to look like the absolute how
Speaker 3:I do every day.
Speaker 1:Yes. How you do every day. Shoosh.
Speaker 3:I was gonna say, like, yeah, day one, there's gonna be people on x that like easily jailbreak it. I can't I
Speaker 1:can't look I can't take you seriously.
Speaker 2:Just look at us.
Speaker 3:And then and then they're just gonna post it and then it's gonna go super viral and then you have parents.
Speaker 2:Chad Tell
Speaker 1:me your actual take.
Speaker 3:Okay. Yeah. So so I think like day one Now he's backstabbed. Oh, what what what happened? Day one?
Speaker 3:There we go.
Speaker 1:There we go.
Speaker 3:Okay. Day one, you have people who jailbreak it, even if it's like one person, then it goes super viral next. Yeah. And then it's like, oh, Mickey Mouse, like shooting a gun. Yep.
Speaker 3:And then it goes viral, parents see it and they're like, okay, my kids aren't gonna be on this because it's like mostly like you're gonna have a ton of backlash where
Speaker 1:Should be bad backlash.
Speaker 3:Goes super viral on CBS News or whatever.
Speaker 2:Yeah. Nah. I don't buy that. I think it will be very magical and I think that they'll immediately be getting shared in family group chats between friends and that I think we're maybe underestimate the adult Disney audience Mhmm. As well.
Speaker 2:I could go two ways. Adult Disney. Okay. Easy, John.
Speaker 1:Where do you think the line is? So you think that they would whenever this rolls out, maybe it's already out. I it might be out soon. But let let's just assume it rolls out January. You go to Sora.
Speaker 1:You can generate, Luke Skywalker fighting with Spider Man because those are two Disney properties. Can you have Luke Skywalker cut Spider Man's arm off? Because Luke Skywalker does cut off people's arms in the PG 13 rated Star Wars. But Spider Man does not ever get cut he never gets his arm cut off because he's more of a PG character. And I'm and I'm just wondering, like, where is the line for the Disney execs?
Speaker 1:Like, where would they draw the line? How do they even think about a framework for holding upholding the brand?
Speaker 2:I think we'll know it when we see it. It'd be a funny scenario where they only allow violence on Warner Brothers characters.
Speaker 1:But they don't have the the rights, but it's just oh, yeah. Like, you can well, they do that in Hollywood. There's some there's some actors who have it in their contracts that they never will lose a fist fight, basically. They'll say, like, you know, you you can cast me in this movie. But if we're if I'm fighting up as somebody, I don't lose, we can tie, basically.
Speaker 1:So you know how you watch a lot of, like, Jason Statham and The Rock and, like, Fast and Furious, and they're, like, bashing you through each other through walls for, like, five minutes, like, this crazy action scene. And then at the end, you're, oh, like, neither of them won? It's like that's because it's in the contract. They don't wanna be they don't wanna be depicted as, like, losers.
Speaker 2:They don't wanna be aura farmed.
Speaker 1:They don't wanna be aura farmed. Exactly. I got roasted by the anti egg eye crowd for suggesting that IP holders might want their characters in Sora. They insisted that real entertainment companies would never willingly allow their characters to be used in AI slop. Two months later, how the times have changed.
Speaker 1:I completely agree with this take. I think it is interesting how there is just the reality that if you hold IP, you need to exist in the world. You need to exist a lot. You can't just stay on the shelf. You can't be the Humphrey Bogart.
Speaker 1:And yesterday, when when Dylan from Puck was here, I he was mentioning a bunch of old Hollywood references. And I was laughing to myself because I know you have not seen Casablanca, and you have no idea what he means by get on the plane or Rosebud or any of these references.
Speaker 2:Has anyone else noticed v o three has no IP constraints? Prompt Mickey Mouse welcoming you to Disney. Look at this, John. This was going on back June 16.
Speaker 1:What's crazy is that this somehow looks this this looked so good at the time, and I was like, oh, it's over. It's so over. And yet this now, looking back, this looks washed out. It doesn't have It's like overly saturated or something.
Speaker 2:It looks like a green screen.
Speaker 1:Doesn't actually look that good to me anymore. And it's because the the goalposts have moved as they always do. Do you wanna hear do you wanna hear my full movie? Okay. Is the full list you can pick and and Tyler you can play along too.
Speaker 1:First up, The Godfather. Have you seen it? No. Wow. Okay.
Speaker 1:Taxi Driver.
Speaker 2:Never heard of it.
Speaker 1:Star Wars. You've seen Star Wars?
Speaker 2:Seen at least couple.
Speaker 1:Raging Bull. No. Scarface. Yes. You've actually seen Scarface?
Speaker 1:Yes. Full Metal Jacket.
Speaker 2:But I didn't study it. I watched it, but I didn't I didn't take notes.
Speaker 1:Full Metal Jacket.
Speaker 2:No. Die Hard. Maybe like ten years ago.
Speaker 1:You've to see Die Hard. Goodfellas.
Speaker 2:No.
Speaker 1:You've got to watch Goodfellas. This is so good. Reservoir Dogs. Maybe. Pulp Fiction.
Speaker 2:Seen it. Okay. Heat. Heard of it, haven't seen
Speaker 1:it. Casino.
Speaker 2:Never heard of it. Braveheart. Heard of it, haven't seen it.
Speaker 1:You've never seen Braveheart. Wow. Okay. Hackers? No.
Speaker 1:Apollo 13?
Speaker 2:No. Contact? No. The Fifth Element? No.
Speaker 2:Saving Private Ryan? No.
Speaker 1:You haven't seen Saving Private Ryan? Wow.
Speaker 2:I have seen John Wick. Funny story. I was on a flight back from London. Yeah. And it was, like, effectively 3AM.
Speaker 2:Whole plane's dark. Yep. And Keanu Reeves just walks by my seat. Wait. In the actual plane?
Speaker 2:Yes. That's wild. Just walks by and it was like
Speaker 1:Wait. And you were watching John Wick on the
Speaker 2:No. I wasn't.
Speaker 1:Oh, okay. Okay.
Speaker 2:Yeah. But he He felt like walks by and imagine seeing like Keanu, like Oh, that's on scary. An overnight flight. That's It's dark in the plane. He just like walks by.
Speaker 2:I think he was using the restroom. And I did I ended up watching it after that Yeah. To be to be fully immersed. More importantly, hero thousand presents says 5.2. How about 5.2 cold ones with the boys?
Speaker 2:It's a beautiful Thursday night, folks.
Speaker 1:It's hilarious.
Speaker 2:This latest model is state of the art on beer bench, which is if I crack it open, it makes a fizzy sound and I go, hell yeah. Very good. GPT 5.2 also knows exactly which are the best Paul McCartney songs and it can write a poem in Spanish as good as the median Pablo Neruda poem.
Speaker 1:Tyler Cowen loves loves the GPT models. He's obsessed.
Speaker 2:The most obsessed and I yet I've never seen somebody make the claim that he was one shot.
Speaker 1:That's true. That's true.
Speaker 2:Just pretty He's real
Speaker 1:using responsibly.
Speaker 2:Category.
Speaker 1:He's using responsibly. So it does feel like opening eyes with a little bit of the coming out of the trough of disillusionment potentially. The vibes have been really bad with the 1,400,000,000,000.0, but the global economy has not collapsed, and the market is rallying. And there were, in fact, not an Enron scenario. None of the big tech companies blew up.
Speaker 1:Like, we've we've moved on. Now maybe it happens, but in general, it seems like, you know, expectations have sort of reset. And now we're going into 2026. It's kind of a new game. OpenAI still has a really dominant consumer business.
Speaker 1:And it what looks like it's shaping up to be an oligopoly in the enterprise side or the B2B side. Nothing is a five alarm fire. They're in the code red, but it feels like they will emerge stronger from it. The big question is how will Sam Altman be perceived? Will he be one of the greatest founders of all time, founder CEOs?
Speaker 1:And I was trying to benchmark him. Let's say that let's say that he he, you know, lands the plane, gets out of the code red, Baja blasts his way into the public markets, and and he winds up, you know, being this founder CEO of a multitrillion dollar consumer tech company. He's in the Bag seven. It's the Bag eight. How will he be remembered?
Speaker 1:For most CEO, founder CEOs, if they get the company out into the public markets at $1,000,000,000,000 or something like that, they typically own a ton. Steve Jobs is notably at various times not a major shareholder. At one point, he owned 5,500,000.0 shares out of almost 1,000,000,000 shares. So he had 05% or 0.6% in 2011. Bill Gates, on the other hand,
Speaker 2:absolute An absolute high dog.
Speaker 1:13.7% ownership of Microsoft. Jeff Bezos is at 14% with Amazon. Jensen is at 3.7%. 3.77% of NVIDIA. Elon Musk, almost 20% at Tesla, 19.7%.
Speaker 1:Meta Well, it's interesting that things at 13.5 Even
Speaker 2:even how much dilution OpenAI has had to take and all the shareholders Starting as a nonprofit. There's well, that. But there's a world where if the company had just been formed as a c corp Yeah. Back in the day in 2015, and they had just raised a bunch of
Speaker 1:Rounds.
Speaker 2:Rounds back to back to back. And there was a bunch of cofounders initially. Would Sam actually have it's rumored what he's gonna get something like 7% was the proposal. Sure. Would he have would he have less than that in that scenario?
Speaker 2:I don't think I don't think in the fullness this will end up working out that badly for Sam.
Speaker 1:Jump to reasoning models will be studied for years. They are still wildly underrated. Arc AGI one has been out for six years. GPT 5.2 is a five order of magnitude scale up, and yet it still lands at 12%. Add a bit of reasoning and performance immediately jumps.
Speaker 1:And so you can see the ARC AGI one leaderboard. GPT 5.2 is only at 12%. But when you get to low, medium, high, extra high over in the reasoning models or you switch to the pro models, you're getting up to 90% on Arc AGI. Of course, the test of that any human can do and yet AI has struggled with for a long time, not for long. AI is starting to make headroom or make headway on the Arc AGI leaderboard.
Speaker 1:Grok four, of course, is also doing well. I'm excited to see what happens with Arc AGI v3. It feels like we're not even showing those scores yet because I think that none of the models are scoring at all yet. They're not even finishing. And I think it's it's an optimization problem to get the least number of moves.
Speaker 2:Oracle is a train wreck. How did they not disclose these delays on the call two days ago? And Bloomberg is reporting that Oracle delays some data center projects for OpenAI to 2028. Oracle has pushed back the completion dates for some of the data centers it's developing for OpenAI to 2028 from 2027. Delays are largely due to labor and material shortages, said the people asking not to be identified.
Speaker 2:Oracle has been working to deliver over on a $300,000,000,000 contract to supply the computing power necessary to train and run OpenAI's models since it was inked this summer. Even with the delays, the timelines for the project in The US remain ambitious for sites that are set to become some of the largest in the world. Oracle was basically saying like, we're gonna build AWS in two years. And that just felt like, you know, applaud the the sort of ambition. But I think some of these delays, labor shortages, etcetera are were predictable.
Speaker 2:Mhmm. Bloomberg says our take on on Oracle's massive bet on AI. Oracle's AI bet has fast become a bubble barometer. Little bub talk. Oracle spokesperson said in a statement that the company remained confident in its ability to meet its obligations and future expansion plans.
Speaker 2:There have been no delays to any sites required to meet our contractual commitments and all milestones remain on track. Meanwhile, Apollo according to compound two four Yes. Eight casually predicting zero returns to the S and P 500 over the coming decade. The historical relationship between the S and P 500 forward PE ratio and the subsequent subsequent ten year and annualized return show that investors should expect to get zero return in the S and P 500 over the coming decade. They have a chart below.
Speaker 2:They're like, hey, can we interest you in some private credit opportunities where
Speaker 1:You or do you know the other option? What's the other thing you wanna invest in when the stock market isn't looking so good?
Speaker 2:What? Land. We've about this. Land, I think, is the most criminally underrated Yeah. Asset.
Speaker 2:Nobody wants to make steady returns land maxing. Yeah. They wanna they wanna hit the thousand x
Speaker 1:Exactly.
Speaker 2:Meme coin. Yeah. They wanna hit the the 1% poly market, whatever it is.
Speaker 1:Timeline has been in turmoil over Klein. Some posts are getting deleted, so I don't even know if we're gonna be able pull these up.
Speaker 2:Here's what happened.
Speaker 1:Yeah. Bring it down.
Speaker 2:Somebody at Klein commented on a picture from a hackathon Yes. And said, imagine the smell. Yes. People thought he was making they thought it was like a racist comment. Yes.
Speaker 2:People started piling on. Yes. The CEO initially defended him and said, I'm like, I know I I can vouch for this guy. Yeah. He's he's he's fine.
Speaker 2:People kept piling on. The CEO ended up turning around and said, actually, we've let this guy go.
Speaker 1:Yeah.
Speaker 2:And then, now the CEO is getting even more more hate on from letting the guy go. And then now he's deleting post and so and so maybe the guy maybe ends up rehiring. Feels like damage is pretty done at this point. It'd be hard to imagine him saying like going back and saying, like, oh, I'm actually gonna rejoin Yeah. The team that just I have
Speaker 1:a I have a brief screenshot saved a little bit. I think I can I think I can read it? Some of it. This is the CEO of Klein. He says, a few days ago, a tweet from our head of AI offended a lot of people, and it definitely offended a lot of people.
Speaker 1:There's an article in the Hindustan Times in India. Like, this is, like, newsworthy in Well, I don't believe his original tweet was attended intended to be offensive. His response, refusing to apologize, does not reflect my position or Klein's. We recognize this caused real pain and that deserves blah blah blah. Lulu says this stinks.
Speaker 1:She's not a fan of it.
Speaker 2:Yeah. She says, Re calms mistakes. Everyone makes them. Sometimes things fall flat. It it's happened to me and it also happens to people much smarter.
Speaker 2:Yeah. But betraying people or principles is in a different category. It's more preventable and less excusable. Cowardice doesn't happen by accident. In the case of Smellgate, it could be argued that Posh made the first kind of mistake overlooking how the joke could be interpreted.
Speaker 2:But then the CEO inarguably made the second kind of mistake. And that one to me is much worse. Nat Eliason posted, a friend of the show. I'm not sure if he's in the chat today. He said, considering the unanimous reaction to the CEO's post saying that he will fight that he that they let go of the engineer.
Speaker 2:Nat says, will he fire himself now? Only seems fair. Certainly.
Speaker 1:The entire company gets fired.
Speaker 2:Fire ception.
Speaker 1:Does everyone gets fired? No. The funny thing is that I the only reason I know about this joke is from a bunch of Indian friends who who seem to have like been making it on anonymous accounts years ago in some sort of funny attempt to like reclaim the the formerly racist joke.
Speaker 2:Lulu says, when you cave to the mob instead of standing by your employer, now people are more mad at you than before. And she quotes Yeah. Your worst sin is that you have destroyed and betrayed yourself for nothing. Trump in an interview yesterday said that he would consider eliminating taxes on gambling winnings.
Speaker 1:This is so crazy.
Speaker 2:Frank markets be like, never mind, it is gambling.
Speaker 1:It is gambling. Because they always use trade. They always use like, it's not bad. You trade
Speaker 2:Trade on future
Speaker 1:Trade on sports, trading on this. This just feels like a whole series of people. It's like Trump likes being edgy and funny, making jokes, and he says, I'd consider it. And then watcher guru takes it and turns it into a viral thing. And then somebody dunks on it, they get viral points.
Speaker 1:And it it all feels deeply unserious and not really like it's going to reshape the market anytime soon.
Speaker 2:Yeah. I think a lot of people would hope that he'd be like, no, we're not going to create tax incentivized gambling in this country. But Stranger he things have happened. Stranger things have happened.
Speaker 1:Scoop OpenAI CEO Sam Altman gathered news leaders for lunch in New York City on Monday. He told them enterprise AI will be a massive priority for OpenAI in 2026. And Greg Brockman says, yeah, enterprise AI is going to be a huge theme for 2026. What's
Speaker 2:And this tracks with hiring Slack CEO as CRO. Totally. Yeah. Yeah. The question is, what does this actually look like, right?
Speaker 2:I think a lot of people are using ChatGPT at work. They're using a variety of LLMs. Does he was even another go in
Speaker 1:after Harvey? That's the big question. Harvey seems to be doing really well. And I think of law firms as enterprises. And I think of law firms as potential targets for an OpenAI enterprise plan.
Speaker 1:Am I crazy?
Speaker 2:Yeah. Don't I think you're crazy. Last quarter, I rolled out Microsoft Copilot to 4,000 employees. $30 per seat per month. 1,400,000.0 annually.
Speaker 1:Mhmm.
Speaker 2:I call it digital transformation. The board loved that phrase. They approved it in eleven minutes. No one asked what it would actually do, including me. I told everyone it would 10 x productivity.
Speaker 2:That's not a real number, but it sounds like one. HR asked how we'd measure the 10 x. I'd said we'd leverage analytics dashboards. They stopped asking. Three months later, I checked the usage reports.
Speaker 2:47 people had opened it. 12 had used it more than once. One of them was me. I used it to summarize an email I could have read in thirty seconds. It took forty five seconds, plus the time it took to fix the hallucinations.
Speaker 2:But I called it a pilot success. Mhmm. Success means a pilot didn't visibly fail. The CFO asked about our ROI. I showed him a graph.
Speaker 2:The graph went up and to the right. It measured AI enablement. I made that metric up. He nodded approvingly. We're AI enabled now.
Speaker 2:I don't know what that means, but it's in our investor deck. A senior developer asked why we didn't use Clot or ChatGPT. I said we needed enterprise grade security. He asked what that meant. I said compliance.
Speaker 2:He asked which compliance? I said all of them. He looked skeptical. I scheduled him for a career development conversation. He stopped asking questions.
Speaker 2:Microsoft sent a case study team. They wanted us to feature a they wanted to feature us as a success story. I told them, we saved forty thousand hours. I calculated that number by multiplying employees by a number I made up. They didn't verify it.
Speaker 2:They never do. Now we're on Microsoft's website. Global enterprise achieves forty thousand hours of productivity gains with Copilot. The CEO shared it on LinkedIn. He got 3,000 likes.
Speaker 2:He's never used Copilot. None of the executives have. We have an exemption. Strategic focus requires minimal digital distraction. I wrote that policy.
Speaker 2:The licenses renew next month. I'm requesting an expansion. 5,000 more seats. We haven't used the first 4,000, but this time, we'll drive adoption. Adoption means mandatory training.
Speaker 2:Training means a forty five minute webinar no one watches, but completion must be tracked. Completion is a metric. Metrics go in dashboards. Dashboards go in board presentations. Board presentations get me promoted.
Speaker 2:I'll be SVP by q three. I still don't know what Copilot does, but I know what it's for. It's for showing we're investing in AI. Investment means spending. Spending means commitment.
Speaker 2:Commitment means we're serious about the future. The future is whatever I say it is, as long as the graph goes up and to the right. Jacob Alordi says he has no tolerance for AI and finds the whole conversation around it so effing boring. He would not like the show.
Speaker 1:This is hilarious.
Speaker 2:He says, I would much rather kiss on the beach and read a novel and be sunburnt. Most most pick me moment of
Speaker 1:It's a crazy life.
Speaker 2:Of the year?
Speaker 1:It's a crazy life.
Speaker 2:Ninety one thousand people agree.
Speaker 1:Technical deep learning tutorial says, yo, Jacob, come on my live tomorrow. We're going to be review this paper. It's almost as good as the stuff you mentioned. See you tomorrow, buddy. And it's it's the surprising effect of negative reinforcement and LLM reasoning.
Speaker 2:Sucks says, God blessed us again, shocker, a thousand year American empire. Major deposit of rare earth and critical minerals has been uncovered in Utah, which the Wall Street Journal calls the most significant critical mineral reserve in The US. We did it again.
Speaker 1:We did it again?
Speaker 2:If you're a nation without, you know, a lot of Yeah. Critical minerals, it's probably a skill issue. We thought this week was Christmas week.
Speaker 1:Oh, they were just getting We're just
Speaker 2:getting started. We hope you have an incredible weekend. Thank you for being with us this week. We'll see you soon.
Speaker 1:Goodbye.