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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.
Big news in the AI world, obviously. Astra GPT six launched yesterday. We went through the blog post briefly. It went up mid show. Bunch of impressive benchmarks.
Speaker 1:We talked about Arc AGI. We moved the goalposts because Arc AGI v three is now saturated, which is particularly crazy because of how detailed those games are when you play them. The thing that stuck out to me though was watching the demos of people build three d scenes in Blender using Astra. Clearly, a bunch of people got access to the model before and were able to fire off one prompt, maybe a few prompts. It it feels like it's very, very capable to just fire a blender and do a full task and model a whole world.
Speaker 2:That said, Matt Schumer, who had a couple of the most impressive examples Yeah. He has been talking about how the art of prompting is back. Oh, interesting. He he had a very specific process where you have, like, a manager agent Okay. And sub agents.
Speaker 1:Yeah.
Speaker 2:And it's and it's not still not as simple as just like, you can get a good output
Speaker 1:Yeah.
Speaker 2:Doing, you know, in one shot. But to get some of these really incredible outputs does take a little bit of refinement.
Speaker 1:Yeah. And I'm sure a lot of that information will propagate across the Internet as it already has. I'd love to pull up some of the images from or the videos from the launch from folks who are actually test driving GPT six Astra. First, Sharif said, GPT six Astra recreated the Palace Of Fine Arts in Blender. This is my favorite building in San Francisco because it was built for the World's Fair in 1914.
Speaker 1:I didn't know that. Where the steam locomotive and telephone were showed off. Wow. It was a time when technology gave us all a deep sense of optimism for the future. I feel like like some of that sense has been lost since, certainly.
Speaker 1:But I hope models like Astra can help restore it and push us towards a more hopeful future. So if we can play that actual video, you can see. So I I imagine that it pulls images from the from the Internet. There's a whole bunch of, obviously, reference diagrams. There's a whole bunch of different ways that you could ground three d modeling exercise.
Speaker 1:You could even pull the blueprints. There might be free Yeah.
Speaker 2:These probably architectural plans.
Speaker 1:And and, yeah, it it is this odd thing where you could use an AI image generator because the AI image generators are knowledgeable about what the Palace of Fine Arts is. It could generate a bunch of images there. So there's all these different ways to triangulate it. And then you can also just go on I think Sketchfab is one of the big free three d model purveyors online. And so you could potentially go grab an actual three d model, build off of that for your scene.
Speaker 1:So there's all these different ways to solve a problem, and Astra seems to be good at actually going and doing it. There's a few more that we should look through. There's one comparison since this is the new Pelican bench apparently. Same prompt, same goal of creating this fly through video for a real estate scene. And this feels like something that could be useful.
Speaker 1:I've already seen on Zillow, there is the ability to restyle images. So if you're looking at a house on Zillow, you can see the interior photos, and then you can say, I'd like to redecorate this in a modern style or in a contemporary style or in a a colonial style. And it will go and use e AI image generation on the back end to do that. It's only available on a fraction of Zillow listings. It's clearly some sort of feature that they need to turn on.
Speaker 1:But you could imagine this being something, especially for spec homes that are selling that maybe haven't been that that they don't have the budget to actually go do proper rendering, just be lowering the cost, you get sort of a Jevin's Paradox moment. There's another one from Thomas. He says Astra is very good at three d modeling and the lighting is way better than this one. This is this is what this actually looks properly ray traced, properly lit, really thoughtfully designed. Maybe that's in the prompt.
Speaker 1:Maybe that's just the way this one turned out based on the photos from a Blender scene to then an Unreal Engine five walkable experience. So everything becomes translatable. You'll be able to take your tweets, turn them into blog posts, turn them into videos, turn them into three d games on Steam.
Speaker 2:GTA style video games.
Speaker 1:Basically. Basically. And so there's a little bit of a prompt and Thomas reveals a little bit about his process
Speaker 2:I would like to see VCs, if you're gonna put out an AI blog post, you know, a blog post
Speaker 1:Like a market map.
Speaker 2:An essay. No. If you're gonna put out an essay that was clearly written by AI Oh. You should be required to put out a video game that accompanies it Yeah. That's sort of playable that gets the same concept.
Speaker 1:I'm thinking like instead of a instead of a market map, make it a Fortnite map. I wanna be able to play in the different you know, town is a popular AI startup. Might land on a market map, should land on the virtual Fortnite map. There there there's some debate over this last one, whether there was, a different harness involved. But same thing, give it a Zillow listing.
Speaker 1:It can three three d model the house. So this it's always with these new releases, it's interesting what makes you feel the AGI or not. Realistically, Frontier Math, Tier four, I think they scored 99% on that. Terminal bench science, 0.1. They're just numbers to me.
Speaker 1:Like, they they they don't do anything for me emotionally because I don't have any grounding in how hard those particular things are. And also, I sort of I sort of assume that computers are good at math.
Speaker 2:And you didn't get past algebra and look how successful you are.
Speaker 1:Right? Exactly. Exactly. So so those those are really I
Speaker 2:accomplished all of this off of algebra one. Yeah. Yeah. Freshman level math Olympiad.
Speaker 1:Yeah. Exactly. So those are never really feel the AGI moments for me, but this but I I've actually spent hundreds, if not thousands of hours in three d modeling software, mostly in Cinema four d and Houdini. And it was really fun. I really enjoy making three d renders and motion graphics.
Speaker 1:And it was also useful when I was making YouTube videos. But every step in building a scene requires you gotta watch a YouTube tutorial, then you gotta look up how all the different functions work. And then ultimately, you're tweaking settings in literally four dimensions because it's a three d scene, but then over time, have to map where the camera goes, where the different objects are moving, how things progress over time. And it can also be very compute intensive. So there's there's a whole bunch of times where just to preview the scene in low res, you might have to cache and load and and pre bake certain animations so that you can just see what it looks like and then you're like, it's not there.
Speaker 1:I gotta go back and change some setting for some sort of smoke simulation or some sort of fracturing that's going on. And so it's fun, but it is extremely cumbersome. And ultimately, you're doing this on a two dimensional screen, and it can be very time consuming and frustrating. And so by the time I stopped spending time on motion graphics, which is around twenty twenty one, I'd been building the YouTube channel and hired a few, a few editors. Some of them were good at After Effects.
Speaker 1:Some of them learned Blender. Blender was ascendant at that time. So, Blender is the open source community led effort. Cinema four d is a closed source piece of software, very expensive, was very expensive, was, like, over a thousand dollars to get a license that would be good for like a year, then they eventually want subscription. And so there were pieces of software that were used by Hollywood but were very expensive, very high barrier to entry, so you didn't have as much of a flourishing ecosystem.
Speaker 1:Blender at in 2021 was clearly on this trajectory where it was going to build this ecosystem and become very, very popular. And and it did. But by 2021, I was able to hire video editors who were able go do scenes in Blender. But still, it was a huge ask. If I was like, for this YouTube video, was posting every single week, I'd like a motion graphic to illustrate something.
Speaker 1:And I did this one where we built a three d battleship board for this US China military competitive analysis. And, I mean, it's like it sort of ties up an editor for a week while they're working on this, and, and this just speeds all of that up. So you're gonna get back to, like, the is it over for motion designers that worry about job displacement. I think we've been through enough of these cycles that hopefully we're Jevan's paradox pill at this point. We imagine
Speaker 2:just comp it to software engineering.
Speaker 1:Yeah. Exactly.
Speaker 2:There's a lot more three d renders. Seems like everything Anything that's can be that can be rendered will be rendered. Yep. And and it's just And and more people are going to try to make something themselves Mhmm. And then hit the point where they're like, okay.
Speaker 2:There's this sort of area where where the models Yeah. Can't can't get it to a 100%. Now I need to actually go find, you know, find somebody who's an expert Yeah. To work with them.
Speaker 1:Yeah. Yeah. Totally. And so we're back on the is this AGI question. The Wall Street Journal said, yes.
Speaker 1:We are entering the era of artificial general intelligence. It's in the journal. They've declared it. Although entering the era, like, the door the house is AGI, the door, and we are enter we're, like, almost in the AGI era according to The Wall Street Journal. I don't know.
Speaker 1:Stripe called it AGI. Didn't they call it AGI January 1? Something like And there's been various calls. Tyler Cowen called it AGI like three years ago. He he was ready to rock.
Speaker 2:I think that was GPT four.
Speaker 1:Something like that. No. It might have been o one. I think o one he was like, this is a this is AGI. But it's clearly artificial, clearly intelligent.
Speaker 2:And don't don't you think he'll end up looking like pretty good in the fullness of on that call?
Speaker 1:100%.
Speaker 2:Because it clearly is this like timeline of spectrum. Yeah. I do like to imagine the the Stripe, the callousins just like at at like just after midnight. Yeah. You know, there's champagne, maybe some sparklers, some fireworks and they just go, that's it.
Speaker 2:It's AGI.
Speaker 1:It's AGI. But the question is no longer, is it artificial? We know it is. The question's no longer, is it intelligent? We know it is at a lot of different tasks.
Speaker 1:The question is, how general is it? Because Blender is open source, can be downloaded and copied a million times into reinforcement learning environments. We know that OpenAI bought, quote, tens of thousands of Mac Minis and Mac Studios to do computer use training on. And so the question is, is it only good at Blender? Will it work in Cinema four d?
Speaker 1:Will it work in Houdini? Will it work in a small piece of software that does three d modeling that has been fall has fallen by the wayside? Now there's an interesting dynamic here where I was in the boat of I could see that Blender was gonna be the new hot thing, the best tool that I should have moved, but I already had so many plug ins and textures and rendering and I knew the layout that I downloaded Blender, I opened it up, and I was like, I don't really don't wanna have to get over this learning curve even though I know in five years, Blender's gonna be way better than Cinema four d. There's this, switching cost. Now you're in this weird world where it's pretty good if you're a software company where the Frontier Labs bullseye lands on you.
Speaker 1:And I'm I'm thinking about Slack, like, Alex Wang at Meta just moved them to Slack off of Teams where they had, like, an internal workspace thing. And specifically, said
Speaker 2:For Benioff.
Speaker 1:Give it up for Benioff, truly. And specifically, he said Slack is better for work with AI agents. And why is that? Well, it's because the Frontier Labs all use Slack, and so they have Slack as a reinforcement learning environment. And so it got really good at Slack.
Speaker 1:And I think that even though there are open source Slacks and you can vibe code a Slack competitor, as we have tested, Slack was the logical tool to pull off the shelf for the AI companies, for the AI agents, for the models, and Blender seems to be that. So the interesting thing is that I I do wonder if people will wind up shifting from Cinema four d to Blender because the models are better at Blender, or will the models generalize and say, yeah, this looks a little bit different because it's a slightly different piece of software, but I've trained so many hours in Blender that I can also do Cinema four d or also do Houdini. Because some of those other softwares are better at certain things. Some of them are better at smoke simulations. Some of them are better at water simulations.
Speaker 1:There are advantages Yeah. To each piece. I don't wanna degrade any particular piece of three d software. I love them all equally.
Speaker 2:I think There are some reports that it's that it's quite effective at at video editing.
Speaker 1:Cool. So I'd be interested to to take it for a spin. I wonder the the interesting thing is that most video is still edited in Adobe Premiere. It's a closed source Adobe, you know, they they have their guardrails. They probably they might not want to, you know, say, Oh, yeah.
Speaker 1:Sure. Take 10,000 licenses. No problem. Pay us $10 a month for that. They might they might have a different opinion.
Speaker 1:They may want an AI agent that's internal. There there might be all sorts of different things. But then again, there are pro there I mean, I know that there are open source video editing suites out there. I think that they lag a little bit, but there are some that are free or open source at least. The other interesting thing, I mean, video editing like all these things, like taste is so important in these, It's often less about the exact instructions and more about telling the right story, using the right tools, not creating slop, whether you're doing it yourself or with an AI agent.
Speaker 1:But I think that gets to the core question of, like, how do you evaluate these model launches? We were discussing the idea that, like, the benchmark era might be coming to a close in some in some way because as soon as the benchmark's created, it's hill climbed very, very quickly, and then it's at 99% or 100% pretty quickly and everyone sort of their eyes start glazing over in benchmark discussions. And it just goes back to like the vibe check. I think the the the best thing to do when a model comes out is just take it for a spin. And mostly point it at something that you know really well because you don't want to be in the you you want to expose the models what what what what's the what's the gal man amnesia?
Speaker 1:That's the one I'm thinking of. You basically want to test if gal man amnesia is triggered by you using the model. So point it at something that you intimately understand and see if you're impressed. And then Yeah. Because you horses.
Speaker 1:What? Yeah. Horses. Yeah. Yeah.
Speaker 1:We gotta do the horse bench again. We we have a couple couple more ventures. Let's see comedy. I wanna I wanna see some new jokes. Shrimp shrimp fried rice bench.
Speaker 1:Oh, there are other reactions to Astra we should go through in the timeline. The big one comes from Joe Wiseenthal. He says, you're never gonna believe it, but someone one prompted the new model to make a completely new and immersive three d game. Yes. The bar has already been raised.
Speaker 1:The goalposts have been moved. It's not enough to make a game. It has to be funny, entertaining. And I don't know. I I know how I I I feel like a lot of people are taking the easy way out with these web based games.
Speaker 1:Playing a game on a MacBook Pro in a Chrome tab, that's not real gaming. It's gotta be it's gotta be running
Speaker 2:In Steam?
Speaker 1:PC, on Steam, or on a PS five, or on an Xbox. It's gotta it's gotta have more to it than just some fun game that you can play around within the browser. There's also some updates. Token pricing is effectively meaningless now. The benchmarks are meaningless.
Speaker 1:The token pricing charts are meaningless. Everything's meaningless. No. So Steven Heidel is sharing the cost efficiency, how you should think about cost efficiency in the modern era. So 3.8 Flash looks 13 times cheaper when measured per token, but Astra is cheaper per task since it's far more efficient.
Speaker 1:Measure your cost per task, per token. So interesting. I will we see a decline in if models get more token efficient, will we see a decline I mean, we probably won't see an actual decline in in token volumes. But, you know, we've seen Sundar Pichai from Google and Alphabet stand on stage and talk about the exponential increases in token volumes. But you might see a kink in that graph or like a de a deceleration to some extent if models just get way more token efficiency.
Speaker 1:Like if the next version of Gemini or 3.8 Flash is 100x more token efficient, you might see a little bit less growth in token volumes, but they might be doing more valuable work than ever. So sort of an interesting nuance you gotta adapt to the modern times, I suppose.
Speaker 2:Jack Altman saw the benchmarks and said, Sam, exclamation point, I guess even a blind squirrel can find a nut sometimes. Congrats.
Speaker 1:That's good. That's good. We should move on to the jobs report because even though AI is getting better, so is The US employment picture. The US added a 162,000 jobs in August. Sheesh.
Speaker 1:That is a lot of jobs. Also, what's interesting is that the the Wall Street Journal had an op They're in a violation. Had an op ed just I mean, it just printed today. It it went to it went to print online yesterday, but saying, why we'll have to get used to meh job reports. The economy doesn't need to generate all that many jobs to keep the labor market steady, but that won't keep low job growth from feeling dissatisfying.
Speaker 1:So economists think or they thought that Friday's jobs report will show The US added seasonally adjusted 53,000 jobs in August. The number came back a 162,000, three times what these what these economists what were the economists doing? Sleep at the wheel. They're on summer vacation maybe. Who knows?
Speaker 1:That would be a step up from July's unexpected loss of 23,000 jobs, which of course was now revised upwards. So we actually did add jobs in
Speaker 2:Oh, we got an upwards
Speaker 1:upward revision.
Speaker 2:You don't see that much. No. Usually Narrative violation. Usually.
Speaker 1:Yeah. That's a narrative violation. There's a whole bunch of interesting dynamics going on in the economy. The the the Wall Street Journal has been doing a great job highlighting the main street millionaire, the small town entrepreneur, what's happening in the broader real economy, not too focused on what's happening in tech and tech jobs, where obviously a very small employee base can create a really outsized outcome. Nothing shows that better than Hugging Face.
Speaker 1:Couple 100 employees, $12,000,000,000 outcome. That's not the nature of The US economy. That is the power law. That is the outlier. But it's easy to track and say, oh, well, like, if if if you're making a $12,000,000,000 business with just a couple 100 people, there's not gonna be any more jobs, but that's not the way The actual US economy works.
Speaker 1:So what is going on with The US economy? The August jobs report is out and it is good. It blew past expectations with The US adding a 162,000 jobs. Economists polled by the Wall Street Journal said that The US would add 53,000. That comes after both the June and July jobs reports were revised up to 31,021 respectively.
Speaker 1:So the unemployment rate remained at 4.1%, which is historically low, which indicates that we generally have a healthy labor market. The jobs added were fairly broad based from the Wall Street Journal. Food services and drinking places were a standout. Let's go. With an increase of 59,000 jobs.
Speaker 1:And people were worried about this post World Cup slump. You remember this?
Speaker 2:Yeah.
Speaker 1:Yeah. And so it seems like whatever happened there, whatever gyrations happened, people are still dining out, people are still going to bars, and so they're hiring.
Speaker 2:I think it's quite possible that, you know, recent model advances are allowing people to, you know, have more power lunches.
Speaker 1:Yes.
Speaker 2:Might have historically been a a Friday thing. Yeah. Maybe now they're adding Monday, Tuesday, Wednesday
Speaker 1:Sort of a Thursday. Astra take the wheel scenario
Speaker 2:Yeah.
Speaker 1:After 1PM in many offices across the country. Yeah. Could be a could be a thing.
Speaker 2:Could be that.
Speaker 1:Similarly, local government education gained 42,000 jobs after losing 58,000 jobs in the prior months. Manufacturing was among was among the sectors registering job gains as was health care, as has always been the case. Health care continues to boom. The information and finance sectors shed jobs while economists are divided over how artificial intelligence will divide market. Those sectors are generally viewed as among the most exposed to technology.
Speaker 1:At a minimum, the report is an argument against the Fed lowering rates in September. Before the report, markets have been roughly divided on the prospect of a hike. It also seems that the AI jobs apocalypse is still on hold at least for another month. And, of course, we'll discuss this on the show.
Speaker 2:The great Dyson
Speaker 1:debate. Dyson debate. TJ Parker kicked it off. He said apparently unpopular opinion. Dyson products are generally not very good.
Speaker 1:Strongly agree, though my girls love their air air wraps, says Bryce Roberts. A couple other people saying, yep. My wife got a vacuum. It was terrible. Felt like a total psy op.
Speaker 1:A lot of people are upset. Thematic founder's chiming in. I got I got an alternative for you.
Speaker 2:Oh, he's saying that it's likely ruining your rug slash carpet.
Speaker 1:Oh, interesting. Dyson Rug shed and Dyson suction is very adept at making it shed faster than necessary. Interesting.
Speaker 2:Okay. I'll start with what I I I think the Dyson business is incredible. The story is incredible. I think that the making things that look like halo weapons for Oh, yeah. Stuff around the home That is a is a very cool way to differentiate.
Speaker 2:Mhmm. And I appreciate the over engineering like everyday objects. I I'm I'm not saying I'm buying into it Mhmm. But I'm but I appreciate that that someone's doing it. Somebody needs to make a $500 toothbrush.
Speaker 1:Okay.
Speaker 2:But that being said, I I saw this and I was like, you know what? That kinda I I that does resonate because every time I have a Dyson vacuum at home and I've had various Dyson products over the year. The vacuum in particular, it just feels like a little bit like like it's like creaky. It feels a little bit it feels a little bit cheap. Yeah.
Speaker 2:And I always wanna put it away because I don't like this like halo weapon, you know, a home cleaning device doesn't exactly fit in to the overall design
Speaker 1:say you don't live at the city. Just say your house doesn't look like it would be welcoming to the flood. Come on. You gotta you gotta design your whole house to fit the aesthetic.
Speaker 2:Yeah. You gotta That's have a
Speaker 1:banshee out front.
Speaker 2:A banshee out front Would be sick. Would fix me.
Speaker 1:I think you forget how bad it was before Dyson. Yeah. It was so bad. Vacuums were so rattly and clanky and, like, they used to have bags on the back that you would have to, like, take out and they have this felt inside and the stuff would be going everywhere. Like, this is such a step forward.
Speaker 1:Maybe you could say that, like, it's plasticky and and it doesn't feel, like, super rock solidly built now, but it moved the whole category so far forward and so far into the future. Just the fact that you don't have to plug it in. It has a battery. That was an innovation. Like, there most most most vacuums, you would have to take it out, and then you would unwind this long cable.
Speaker 1:And they I think they still make some of these, but you would have to find the low the the nearest plug, plug the vacuum in, and then you could only vacuum as far as the cable would go. And then you'd wanna move to another room. So one of my early, like, chores, I think. I I don't know why I have so many remnants of this, but I guess I I vacuum. I have
Speaker 2:I have formative memories of,
Speaker 1:like Vacuuming.
Speaker 2:Trying to get to a spot.
Speaker 1:And you're like, oh, and you're trying to extend it, and then you have to,
Speaker 2:like And as a kid, you're trying to be trying to be as efficient as possible.
Speaker 1:Course, don't wanna move the board in the two seconds.
Speaker 2:There's four plugs in the house that you need to hit to vacuum the whole house.
Speaker 1:And so you gotta you gotta optimally it's a traveling sales problem all of a sudden. It's NPR. Like, you gotta plug in over here, reach under there, get under the couch, go over there, then you gotta move the cord over the couch so you can get to the other side. Then you gotta move the cable all the way to the other side of the room so you can get the other side of the room. Huge problem, completely solved, one shotted by James Dyson, one of the greatest to ever do it, and put some respect on his name.
Speaker 1:What is going on with the Cybercab is, there's an interior tour here with Wholemar's catalog,
Speaker 2:and I b says The doors go up, John.
Speaker 1:The doors go Did you know
Speaker 2:the doors go up?
Speaker 1:Yes. I saw that. This will completely replace Uber for me. Holy mackerel. I like this.
Speaker 1:There's a couple other data points about the Cybercab rollout. So famously, YouTuber and electronics reviewer, Marques Brownlee, attended the previous Cybercab event and came away impressed and optimistic about the future of self driving, but skeptical of the timeline. And he said that if Elon could make good on his forecast, which was for sale by the end of twenty twenty six for under $30,000, no steering wheel, full self driving, you can just put it out in the world and it will go do tasks and earn you money. That was the pitch. And Marquez said, I think that's too aggressive.
Speaker 2:Does for sale mean they're being delivered?
Speaker 1:Yes.
Speaker 2:Okay. For sale Because they did throw up they did throw up like
Speaker 1:Yeah. A Pre order doesn't count. You gotta pay the 30,000. You gotta get the Cybercab by December 31. And so if you get the
Speaker 2:Elon took that personally.
Speaker 1:Elon took that personally. Yeah. He has a preorder where you can buy a whole stack of them for for a million dollars and run a fleet. But I think Marquez is looking good. The the stakes were high.
Speaker 1:Marquez Brownlee said that he would have to he would shave his head if this happened on Elon's original schedule. And, of course, every time there was a Cybercab that was spotted, I actually saw one here in LA. Every time there was an update about the progress of the Cybercab program, people would respond with an AI image of bald Marques, which is very funny. But
Speaker 2:the Should we be making predictions with with head shaving as a as a
Speaker 1:Yeah. If Elon doesn't ship this by the end of the year, I'll shave Tyler's head. I'm willing to do that. If Elon doesn't doesn't. Okay.
Speaker 2:Is that do we have a deal? Yeah. But if he doesn't ship it?
Speaker 1:If he doesn't ship the Cybercab for under $30,000 by the end of the year
Speaker 2:Actual deliveries No
Speaker 1:steering wheel and drive
Speaker 2:economically viable I'm inverse Marquez Bradley. No. No. Yeah. Yeah.
Speaker 2:Yeah. Yeah. Oh.
Speaker 1:No. Yeah. Yeah. Yeah. If he doesn't do it.
Speaker 1:Yeah. You're the opposite of of Marquez. If he doesn't do it, you shave. If in the in the the world where he does do it, then you don't have to shave your head. I do like the head shaving as a a bat.
Speaker 1:I don't know exactly
Speaker 2:When's the last time you had a buzz cut?
Speaker 1:High school. Football season. I would shave it before the season started. Easier to put on the helmet. And then, would grow it out all year and I had long flowing hair.
Speaker 2:I Electric. We'll pay a lot of money for pictures of John Wayne.
Speaker 1:I'll find an old one. It was it was a good it was a it was a wild luck. It was a lot of fun. It was also just like easier. Lazy bones.
Speaker 1:I'm actually really bullish on the Cybercab. I've tested Model s recently and I ordered a Model y l. And the self driving capability is 100% ready to rock. Like, it it is you know, Brandon and our team were saying that he's at 95% of the miles that he's driven in the car have been in full self driving mode. You add a little bit of tele op for that 5% that's not there.
Speaker 1:And with a cab, you don't have to negotiate driveways and drop off points and valets as much. Yeah. It's solved. Like, truly, the only time you're driving a Tesla, if you have the full self driving on the latest hardware, is you pulling into your garage or negotiating a parking lot, something like that. Interestingly, Tesla has a feature, smart summon.
Speaker 1:It can pull out of a of a parking space and come and pick you up. It's a little janky right now, not quite there. You have to sort of puppeteer it yourself. But they don't have a banish mode and there's huge demand for banish, which is the inverse of summon. And Brandon just coined this and I was like, that's actually great.
Speaker 1:And he was like, yeah, that's probably what they'll call it. And I was like, yeah, guess, but I wouldn't have thought of that. Don't know.
Speaker 2:Seems like a very Elon
Speaker 1:Yeah. Word. So I love the idea of being able to take the full self driving vehicle, get out of it just on the curb, actually at your destination and say, banish, go pay for parking. If you wanna pay for parking, go find a spot on the road. Go drive around until you find something.
Speaker 1:I'm gonna be here for an hour. Deal with it. Fuel with it. AI. You know?
Speaker 1:Like, that's what I that's what everyone wants. Yeah. For sure. For sure. Anyway, what did Elon actually say about Cybercab?
Speaker 1:He said, 20¢ a mile to run 30 or 40 with taxes. And, yes, you can buy one for under $30,000. Get ready to shave your head, MKBHD. Somebody's shaving their head. It's either Tyler or MKBHD.
Speaker 1:We'll see. I think the cost of autonomous transport will be so low that you can think of it like individualized mass transit. The average cost of a city bus per mile, not the ticket price, because that is subsidized, is about a dollar a mile. The operating cost of a Cybercab will be around 20% a mile, including taxes and everything else, probably 30 or 40¢ a mile. Yes, you'll be able to buy one.
Speaker 1:We expect the cost below 30,000. It is crazy that I'm in a world where I think they're gonna ship Cybercab before Roadster. Cause they announced Roadster a decade ago.
Speaker 2:I know. But we were expecting something around the Roadster in August.
Speaker 1:Right? Yeah. Flying. He and and he told Rogan he was he was gonna show a demo that was gonna blow everyone's mind.
Speaker 2:Yeah. So I would expect that hopefully this month.
Speaker 1:So you think you think you'll be able to buy a Roadster and get it delivered before you'll be able to buy a Cybercab and get it delivered?
Speaker 2:I never said I thought you could ever get a Roadster delivered.
Speaker 1:You just think it's never gonna come?
Speaker 2:No. No. No. But but I would assume if they're gonna do a demo Yeah. Then we're still over a year out.
Speaker 2:Yeah. From delivery Yeah.
Speaker 1:At least. I mean, just from a financial position, Cybercab makes so much more sense as a business than Roadster. Roadster, I mean, even at $250,000 for the crazy specs, like, it's still, like, there aren't that many buyers that want that. A lot of people are spending $250,000. They want a manual.
Speaker 1:They want an experience. They want a weekender. They don't necessarily
Speaker 2:want so many buyers for the road service.
Speaker 1:There will be.
Speaker 2:At least where we are.
Speaker 1:There will be. But we're talking about so many buyers. Oh, 10,000 cars a year or something. It's not the way people get around
Speaker 2:Yeah.
Speaker 1:Every day like taxis. You know? Like, it it it it's just completely different TAM, completely different situation in general. So I don't know. I I might go well, I I'm shaving this side of the head if it's Cybercab first, this side of the head if it's Roadster first, and I think I'll have a head of hair for over a year.
Speaker 2:The National Weather Service forecasts dangerous beach conditions for the Malibu Coast Dangerous. Starting today.
Speaker 1:Dangerous Yes. For novices or dangerous for someone at your level?
Speaker 2:That's impossible. Dangerously good surf conditions. Dangerously Good surf. Absolutely electric surf conditions. Heading into this weekend
Speaker 1:We'll be out there.
Speaker 2:Hope to see the TBPN nation in SoCal Yep. Taking advantage of this hurricane as well. We're gonna have back to back days of, you know, phenomenal Yep. Activity Yep. In here on the Pacific.
Speaker 2:So I'm thrilled. I'm excited. Yeah. I hope to get you out there, John. K.
Speaker 2:I would love to see you.
Speaker 1:I might be tinkering with Astra. Who knows? Have a happy late wonderful
Speaker 2:Have a wonderful weekend. We will see Great weekend to get out on the pontoon in Malibu.
Speaker 1:What's a pontoon?
Speaker 2:Pontoon would be insane. Yeah. Pontoon might flip it. Love you guys. We'll see
Speaker 1:you Tuesday. Leave us five stars on Apple Podcast and Spotify. Sign up for newsletter to bpn.com. The IPM. On Tuesday.
Speaker 1:We love you.