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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.
What's your take?
Speaker 2:My take is, do you want iMessage in Gemini three? Do you want iMessage in your AI assistant, in your personal superintelligence? After Meta Connect, we left saying, wow. The virtual reality the Call of Duty heads up display is here. It's arrived.
Speaker 2:The Meta Ray Ban display. And the technology was really cool. The glasses didn't look that crazy. The actual HUD was really high quality. Like, you could actually read what was going on there.
Speaker 2:But where we left it was, wow. If it doesn't work with iMessage, I can't imagine wearing that because my whole life is iMessage. Yep. And and I and I was just kinda reflecting on this idea that, like, iMessage has kind of emerged as my personal ERP system. Remember when VCs used to be like, oh, we need a personal CRM.
Speaker 2:Yeah. And it was like, you're you've just turned every one of your personal relationships into a business relationship, and now
Speaker 1:New transaction.
Speaker 2:Should be using an actual CRM.
Speaker 1:I'm getting I'm getting the blood flowing this morning.
Speaker 2:I'm glad.
Speaker 1:I'm enjoying some movement.
Speaker 2:Personal CRMs never took off, and I noticed that, like, iMessage has kinda become, like, my personal data lake, my personal ERP system. Like, it's my single pane of glass. Like, if it's it's the it's the source of truth. Yeah. It's like the it's like the system of record for my personal life.
Speaker 2:And, we use it for business and stuff. IMessage has really, really grown to the point where it's not just, like, one on one text messages. It's all these group chats. It's sharing of locations and and documents files. All this stuff.
Speaker 1:That were shared, you know, PDF that was shared over a year ago.
Speaker 2:Totally. Totally. And so and so my question is, like, it seems like like iMessage is important for the heads up displays for the for the smart glasses. Will it be important for Gemini? And we were debating this.
Speaker 2:Like, in general, I think that all the Apple intelligence features will get better with Gemini three. We saw in the benchmarks. We demoed the product. Gemini three is definitely a great model, the best model potentially right now. Apple will be able to implement that all over the place, and they just won't have to worry about, like, do we have a good foundation model to build on?
Speaker 2:But what does the actual flowback look like? Because Google and Apple are famously like walled gardens. Like,
Speaker 1:they Yeah.
Speaker 2:Can't really just interface with them. Some of
Speaker 1:the best walled gardens of all time.
Speaker 2:Some of the best walled gardens of of all time. The average consumer will just see Apple Intelligence, and they'll really just see Siri. I think people won't necessarily expect that that if they're interfacing with Gemini over in Gemini world, in the Gemini app or in Gmail, they won't expect it to connect to their iMessage even though it's the same model that's Yeah. Powering both of those. And Apple will say that that's for privacy reasons, and consumers won't know to ask.
Speaker 2:But I'm kind of curious about that because that would be an interesting feature, and I don't know if you would even want that. Like, would you want to be able to go to the Gemini app and have it be able to pull a, you know, a a file that was shared with you in an iMessage group chat?
Speaker 1:I feel like my entire life runs on iMessage. Mhmm. And it doesn't feel like Apple is super motivated, like, actually building for power users. And so if there was a way to get more value having that data within Gemini. Right?
Speaker 1:Hey, draft me, like, text message responses to people that I've texted, you know, more than more than one day that I haven't responded to in the last two weeks and have draft a bunch of messages that I can then just go through and at least, like, look over respond to. Yeah. But I I don't know. I'm I'm I I have zero faith that there will
Speaker 2:be Any sort
Speaker 1:of affordability. And the reason for that is Apple's paying Google To
Speaker 2:white label.
Speaker 1:To effectively, yeah, white label the model, leverage Gemini in the next version of of Apple intelligence. Yep. And they're just gonna be focused on integrating it within their ecosystem deeply. Yeah. And I think if if they weren't paying for it, Google would have been able to negotiate for quite a lot more.
Speaker 2:It does feel very different than Google Search because the models are actually intelligent. I'm imagining more of, like, when I when I go to an LLM to prompt it for a gift guide, if it has access passively to iMessage, it can understand, oh, like, people have been sharing these links with you to things that could be gift. Here's the context around the context. Maybe they shared that link with you being like, lol, I would never buy this someone for for someone for Christmas. Or they could have been from a family member saying, you know, this has been like, I'm I I would write to Santa for this, and they're, like, alluding to the to you actually wanting to buy them for that.
Speaker 2:Tyler, do you
Speaker 3:think? I I think, like, when I think of, like, AI in, like, communications generally, I think it's more like the vision is, like, let's say I'm trying to set up a meeting with Jordy. Mhmm. It's like, I have an agent. My agent talks to Jordy's agent.
Speaker 3:Yes. They sort everything out, if we should meet, when we should meet, where we should meet. And then it's kind of like done completely separately from like iMessage even. Yeah. So I I think that's more of like my kind of ideal vision of like what LLMs and messaging like look like.
Speaker 3:I'm not even doing actual messaging.
Speaker 2:Like, the reality of everyone's life is that they use multiple messaging systems. They use email and WhatsApp and Signal and then iMessage and Twitter DMs. And there's never been a successful unification of these. But I was laughing to myself thinking about, like, a humanoid robot because, like, a humanoid robot, you could literally just, like, be like, here's the phone. Here's the passcode.
Speaker 2:Go respond to every message on my phone. It could do that, and it would be impossible to, like there's no, like, data wall that you can put up at that point, really. Gemini three Pro is the first LM to beat professional human players at GeoGuessr. Wow.
Speaker 1:This is this is one of those things that I think is actually still gonna be wildly entertaining Mhmm. Even when even when they could, like, chess. Right? Like, watching him figure out where something is Yeah. Down to a single street is still gonna be impressive and and probably entertaining.
Speaker 2:Also, I mean, this feels like it has to be, like, overfit on geoguessing because, like, didn't Google create all the geoguessers, like, data source? Right?
Speaker 3:So Yeah. It's all just Google Maps.
Speaker 2:It's Google Maps. And, like and it has to be in the training data, like, perfectly. So, like, the beauty of watching someone play geoguesser is that they're they're not just doing memorization. They're not just like, oh, I know that street. I know every street because I've memorized every street.
Speaker 2:They're they're actually applying a whole bunch of heuristics and patterns and matching what
Speaker 3:GPT five release? Yeah. People would would, like, submit just a picture they took, on their phone Yeah. Of, like, themselves. It's like, where am I?
Speaker 3:Mhmm. So that's not, like, actual I mean, that that's not from Google.
Speaker 2:Yeah. It's not over fair. And it
Speaker 3:would still do, like, really well.
Speaker 2:Okay. Yeah. Yeah. How how would you benchmark the the three Pro versus GPT five? Because it seems like three Pro is not equivalent to to five Pro.
Speaker 2:Five Pro is more like DeepThink.
Speaker 3:Yeah. If you're looking at, like, price and, like, the
Speaker 2:How long
Speaker 3:it takes to an output. Yeah.
Speaker 2:So three Pro is, like, five instant, or is it, five thinking?
Speaker 3:It's five thinking.
Speaker 2:It's five And then
Speaker 3:three flash, if that comes out
Speaker 2:That will be instant.
Speaker 3:Yeah. Like like, 2.5 light or flash or there's flashlight Yeah. So.
Speaker 2:Yeah. Okay.
Speaker 3:That's more of the instant model.
Speaker 1:Yesterday, Google announced Google Anti Gravity Mhmm. Their new agentic development platform. Which IDE did they use to build Anti Gravity? Windsurf or Cursor? And Silas over at Cognition said, so Google just forked the Windsurf codebase, and they even forgot to remove the Cascade branding in some places.
Speaker 1:Cascade, isn't is a is a part of, of Windsurf's product, which is obviously now by Cognition. This is funny that they kind of missed this, and I think it's fair for the Cognition team to dunk on it. They, of course
Speaker 2:You paid lot money. Spend
Speaker 1:however many billions Yeah. On on acquiring the the Windsurf IP. So Yeah. Not super surprising.
Speaker 2:This is the big story here. Google trained Gemini three Pro on Google's own TPUs. No mention of NVIDIA chips. This is pretty crazy. I mean, they've been doing this for a while, but, NVIDIA's announcing earnings today.
Speaker 1:Best model ever created Yeah. From a benchmark standpoint. Yeah. Didn't use NVIDIA chips, which are supposed to be a monopoly. This doesn't feel fully priced in yet Mhmm.
Speaker 1:To either company.
Speaker 2:Yeah.
Speaker 1:But then again, right, it's so hard to predict demand over the next five, ten years that, maybe maybe it doesn't even matter.
Speaker 2:If TPUs are not for sale, NVIDIA does have a monopoly. If NVIDIA truly is the only seller in the market because Google is not a seller, then, yes, they still extract they still extract monopoly power from every other buyer because every other buyer said, yeah. I'd love to buy TPUs, but I can't. So Yep. You're the only game in town still.
Speaker 4:Yep.
Speaker 2:But it's a very weird dynamic where you do have two very clearly performant products that are not, that are not actually driving down cost. It must be very frustrating.
Speaker 1:It's extremely Google that a flagship consumer product is named as a reference to inner org drama that happened three years ago.
Speaker 2:The zodiac Gemini refers to twins Google's Gemini is a reference to two formerly distinct labs, Google Brain and DeepMind, that were merged into one lab, Google DeepMind.
Speaker 1:There we go.
Speaker 2:Yeah. And I guess the inter org drama that happened three years ago was just this idea of of, you know, DeepMind was acquired in, but Google Brain was still running. This is isn't this a reference to Gemini as in the constellation of the Gemini twins referring to the consolidation of twin organizations? I like that. That's actually a pretty good name.
Speaker 2:World models are the thing I'm spending most of my research time on. I'd love more TPUs. You look at seed rounds with just nothing being tens of billions of dollars is not quite logical to me. Taking shots. Shots fired.
Speaker 2:Do we have the gun? Do we have the gun? No.
Speaker 1:We removed that.
Speaker 2:Oh, we removed it. Okay.
Speaker 1:Just a note on TPUs. Yeah. Alex says, when you talk about constraints, Google has more computing access with TPUs than most companies. I would think that Google could just go all in on your team's work. Mhmm.
Speaker 1:But Google also gives TPU access to other startups and even rival AI labs. Do you ever just go give me all the TPUs? And, Demis says, I'd love more, but there are business requirements to balance. There's short term and long term revenue, and all of these things need to be balanced and smoothed out. It's a huge advantage.
Speaker 1:We have TPUs in our own stack, and we co design the TPUs with the TPU team based on where we know we're going software wise. But, yeah, there isn't enough compute in the world, as we all know, for everything that we wanna do. There are always competing things, and then there's the question of what is the return on that amount of compute. It can be a research return, a new product investigation return, or direct revenue. Genie is still in the exploratory phase in terms of what we may eventually do with it.
Speaker 2:Corner app has dropped a a an announcement that the NVIDIA earnings call will be tonight at 5PM eastern time. All eyes on Wong.
Speaker 1:Scroll down if you can because somebody ran this graphic through mid journey, and it's crazy.
Speaker 2:So bad about comparison.
Speaker 1:I mean, it's it it still goes pretty hard.
Speaker 2:Yeah. NVIDIA and jobs data coming. Reports will provide key signals for investors after a market pullback. The fog masking the direction of the American economy and future of the artificial intelligence boom is starting to lift after mounting scrutiny of stratospheric tech investments as well as a blackout of federal data during the longest government shutdown in US history. Wall Street awaits two reports that stand to reshape its outlook for the months ahead.
Speaker 2:AI poster child NVIDIA is due to report earnings after the closing bell Wednesday, offering a snapshot of demand for chips that are in that are a linchpin in the tech mania that has lifted markets and helped buoy the economy. Also, with the NVIDIA news, it's like, how much can you actually read into AI demand based on NVIDIA earnings? Because I feel like we're we're projecting out, like, these deals five years in in advance. We buy the chips, then we install them. Like, that whole rumored, deceleration in ChatGPT growth.
Speaker 2:If that is real and that's happening and and ChatGPT usage is starting to plateau from 800,000,000 weekly to, hey. Next year, it's gonna be at, like, 900 mill a billion. Like, it's not gonna be 5,000,000,000 next year. Are we expecting that to show up in the NVIDIA data this quarter? Like, probably not.
Speaker 2:Right? Because, like, OpenAI has projected out five years of demand for GPUs. So I don't know. It seems hard to actually read into NVIDIA's earnings as a as a as a real, snapshot of demand.
Speaker 1:The reason there's fixation NVIDIA's currently it's like 8% of the S and P 500.
Speaker 2:That's crazy.
Speaker 1:So, like, it it just it matters more than any other Mhmm. This this feels like the most important earnings call of the year. In related news, it got announced this morning, Musk's XAI and NVIDIA to develop a data center in Saudi Arabia. It's a 500 megawatt data center in Saudi. XAI is working with NVIDIA and a Saudi Arabian partner to develop a data center in the kingdom.
Speaker 1:Musk said Wednesday at an event with the crown prince. They're teaming up with Saudi Arabia's AI company Humane. That's gonna be 500 megawatts or enough electricity to power several 100,000 homes for a year. Do we expect x AI to be operating and and competing as, a AI cloud? Or is this gonna be something that they're they they wanna have a local version of Grok?
Speaker 1:To me, it seems much more likely that, like, they just wanna be in the data center business.
Speaker 2:Yeah. Oh, that yeah. That's a very interesting
Speaker 1:And to me, that's always made sense because Elon is clearly better
Speaker 2:to get that.
Speaker 1:Pretty much best in the world. Clearly, very good at at, like, large scale infrastructure build outs, getting getting access to energy, doing things on a ridiculous time horizon. And so in order to support x AI's valuation, I could see them trying to get into get into that game.
Speaker 2:If there is strong US inference demand, but latency is not an issue, like, it might be valuable to actually just co locate the the data center next to the oil. So because maybe the energy is cheaper.
Speaker 4:Eliminate poverty.
Speaker 3:Eliminate
Speaker 4:poverty. And Tesla won't be the only one that makes them. I think Tesla will pioneer this, but with humanoid robots. But but AI and humanoid robots will actually eliminate poverty. Tesla And won't be the only one that makes them.
Speaker 4:Think Tesla will pioneer this, but there will be many other companies that make humanoid robots. But there there is only basically one way to make everyone wealthy and that is AI and robotics.
Speaker 2:What do you think?
Speaker 1:All problems in the world solved by one product. I love it.
Speaker 2:Mean, it's it's not the craziest take.
Speaker 1:This is you know, we joke about land a We joke about it being the most undervalued asset by the current generation of investors. But land is the one thing that even with an army of humanoids, you can't as easily like copy and paste. It's not like land on the blockchain where people are like, no, like you can buy this plot of land on the blockchain and that's yours forever. And somebody's like, what if I just make another blockchain?
Speaker 2:Exactly. Yeah. This is the most ridiculous.
Speaker 1:And I can also get this piece of land crypto. I can get from this piece of land on this blockchain to this other piece of land on this blockchain in a second.
Speaker 2:Yeah. It's ridiculous.
Speaker 3:If you have enough humanoid robots though, then land is actually not that hard to get.
Speaker 2:Can we tell the story of us risking our lives yesterday? We really should.
Speaker 1:Yeah. This was this was truly incredible stuff. So we we're looking we're we're in the UltraDome here for at least another year, but we're starting to think about our our second the next UltraDome
Speaker 2:v two.
Speaker 1:We wanna get slightly more space. There's a number of different things that we want. So we we found a space that we love. Yeah. It it's it's dome like.
Speaker 1:We're looking for a space in LA that is fit for the UltraDome. There's not a lot of things that qualify. And so we had looked at the space a couple times. Mhmm. I had seen it with Ben.
Speaker 1:John and I drove by it, and then we went back to look do another walk through. You were insane. Like You were I'm, like, extremely upset at the space. I'm pitching John on Oh, don't you Here's where this thing goes. Here's where this goes.
Speaker 2:You made us on the way to the show in the morning, you make me poke poke poke my head through the window.
Speaker 1:I was really selling John
Speaker 2:on it. Keys, we go in.
Speaker 1:Really selling John on it. It's a beautiful beautiful space. It's like a few minutes from where we are now. Made a lot of sense.
Speaker 2:Ethan says r two d two is the original digital guy. True. Yeah. Digital guy is incredible, for sure. Sorry.
Speaker 2:Anyway.
Speaker 1:So so, anyways, we go for the third time to this space. Yeah. And I'm just selling John on every every inch of the space. I'm like, this is what we're gonna do here. This is what we're gonna do here.
Speaker 1:Here's where the truss is gonna go. Here's where the production team's gonna go. And we're just walking around kind of get getting getting a feel for it. And we're basically wrapped up. Like, we're super excited about it.
Speaker 1:Not necessarily ready to make an offer on it, but, but certainly, like, we're, okay. This is by far the best option that we found. We've we've looked at bunch of
Speaker 2:It checks a bunch of the boxes.
Speaker 1:Checks a lot of boxes. And, right as we're about to leave, John, looks over and there's, a closet door with a key in it. And you just, like, walk over. I just walk watch you walk over and, like, open it up and you start looking looking around. And first, I make the joke.
Speaker 1:I'm like, oh, this is like the the intern closet. Because it's like this really long, narrow, like, hallway thing that's just like a it's it's like the worst room you can imagine. And and so the idea of putting Tyler in it was was was at least entertaining. And then we're like, wait, what's that humming sound? And there's like this box that's like covered up and it's just like this like, not super loud, but just like constant humming sound.
Speaker 1:And we asked the the broker. We say
Speaker 2:It's super weird because it was drywall. Like, you walk into this to this big room. It's a big room. And then within that big room is a massive drywalled box. And so With no entrance.
Speaker 2:No entrance to the box. But it's drywalled. Like, you don't usually see drywall inside of a room that's not doesn't go all the way to the ceiling. And so it's very clear.
Speaker 1:We walked into this room
Speaker 2:that they were hiding something, basically.
Speaker 1:And there's
Speaker 2:no see.
Speaker 1:There's no purpose to the room. Yeah. Other than it just stores the box. It stores the box. It has no entrance.
Speaker 2:That has no entrance.
Speaker 1:And it's humming.
Speaker 2:Yes. And and we look around and
Speaker 1:John's like, what's the box? And The real estate broker says the broker says, oh, that's just the machine that cleans the soil. And we were No.
Speaker 2:No. No. She said she said, that's just the machine. That's just the machine. And we're like, oh, like
Speaker 1:What kind of machine?
Speaker 2:Kind of machine is in there?
Speaker 1:And she's like, don't worry about it.
Speaker 2:She's like, don't worry about it.
Speaker 1:It's not a big deal.
Speaker 2:Yeah. Just like, you know, building some machines sometimes, there's a machine in there.
Speaker 1:It's machine. It's always on, but you don't it's it we took that out of the square footage.
Speaker 2:It's Oh, yeah. That was a wild one.
Speaker 1:We're not billing we we wouldn't bill you for it.
Speaker 2:And and so we're like, yeah. Okay. What type of machine is it? And she and then
Speaker 1:she goes, it's a machine that cleans the soil.
Speaker 2:And we're like, is this on, like, some sort of haunted burial ground or something? Like, what are we doing down there?
Speaker 1:Is hazardous waste site? And she goes again, really not a big deal. I would worry about it if you were gonna buy the place, but since you're just planning to lease, don't worry about it. And then we were like, okay. Like, the more you tell me not to worry about it, like, I I kinda wanna know more.
Speaker 1:So what's it cleaning up? And she's like, oh, I mean, there there there's it's it's 85% of the way clean. We're like, what's what's getting clean?
Speaker 2:Process start? How long will that go? Has it been going for a hundred years? Is it We're like, will the box years?
Speaker 1:Will the machine
Speaker 2:start an hour ago, and it's just gonna be fifteen more minutes? Like, you gave us no context to actually project out what 85% of the way means. And and finally, she's like, there's a there was a laundromat here ago, and we start piecing it together. And we kind of, like, don't wanna press her on it too much. So we leave and start doing some googling.
Speaker 2:We figure out that it's not a super fun site, but apparently, there was a, there was a, laundromat there that was using toxic chemicals that No.
Speaker 1:It's a machine shop.
Speaker 2:Oh, a machine shop. Oh, that's what we figured out.
Speaker 1:Yeah.
Speaker 2:So they said laundromat. And, apparently, laundromats can give off toxic chemicals that if they get in the ground can be very cancerous for a very long time. This was apparently a machine shop, like, almost a hundred years ago or something. Yeah. And they're working on cleaning the soil.
Speaker 2:But I still don't even understand how you clean all of the soil under an emassive building without causing a collapse. Is it like a whole bunch of tunnels that are digging around?
Speaker 1:It's a bunch of r two d two robots.
Speaker 2:Maybe it's a bunch of r two d twos, honestly. So anyways very, very bizarre. It was one of the funniest, like, just, jump scares ever. Woah. I had no idea that AI uses 5,329,584 water per year.
Speaker 2:That's insane. Like, it uses just one water. Yeah. People are all over the place with the water thing. No one is debating that it uses a lot of energy.
Speaker 2:Like, we're actively burning natural gas for a lot of this AI stuff. Like like, all of the old school don't don't, cause global warming by burning fossil fuels. Like, all of those all of those, like, claims apply to AI today. Like, you could just make those claims. But instead, everyone seems to have been, like, caught up in this water.
Speaker 2:Oh, the water usage is so bad.
Speaker 1:Is it because water feels more scarce to people than electricity?
Speaker 2:Maybe. It's like if I can't drink water, I die. But if I can't access natural gas, like, I can still live, maybe. This is the single most massive factual error in a major book I've ever personally noticed on my own, and I think I'm the first person to notice it. Empire of AI asserts that a data center is using 1,000 times as much water as a city.
Speaker 2:In reality, it's 22% of the city's water. In other words, the data center could use more than 1,000 times the amount of water consumed by the entire population of Surrilos, that Chilean city, roughly 80,000 residents over the course of a year. Howe justifies this number in the notes saying, in other words, the data. The goo the Google environmental impact report to SEA stated that the data center could use a 169 liters of potable water a second or 5,000,000 oh, it's right there. That's the same number.
Speaker 2:Five, 5,000,000,000 liters a year. According to the water service authority in Cerrilos, the municipality consumed 5,000,000 liters in all of 2019. The Google, the year Google sought to come in, 5,000,000,000 liters a year divided by 5,000,000 liters equals 1,000. Something isn't adding up here. It doesn't make sense that you could use 1,000 times the amount of water used by that city.
Speaker 2:Andy Masley has successfully put this book Empire of AI in the truth zone. We thank him for his service. I'll come out of Twitter retirement for this one. Picnic at work, LFG. Great job with you.
Speaker 1:Picnic is delivering lunch directly to your office floor with no fees and no tips every day from 50 plus restaurants.
Speaker 2:We gotta look at the benchmarks. What's the max amount of protein? Is it over 200?
Speaker 1:Are they protein maxing?
Speaker 2:Or is it over 200? Because we saw the a major major jump in in in the amount of protein in a bowl yesterday with Sweetgreen. Sweetgreen's at one zero eight now. This is the most important benchmark in the bowl economy, which I'm a huge fan of. But are we seeing acceleration?
Speaker 2:Are we seeing a fast takeoff in the amount of protein? I wanna be seeing 200 grams of protein, then a thousand, then 10,000, then a 100,000. It should be 10x Fast takeoff. Year. Just 10x that.
Speaker 2:Yes. Exactly.
Speaker 1:Everyone's always talking about fast takeout, but we need to be talking about a fast takeoff.
Speaker 2:Casual takeoff. Brookfield today announced the launch of a $100,000,000,000 global AI infrastructure program in partnership with NVIDIA and the Kuwait Investment Authority. There are tons of press releases going out every single day. Daniel Tenriro says running a business is all about partnerships. Cloudflare, had unfortunately had an outage yesterday.
Speaker 2:We were not affected. An outage that knocked swaths of the Internet offline was resolved Tuesday after drowning social media sites, disrupting retail sales, installing transportation networks. Users visiting sites including X, Chateapiti, DoorDash, IKEA, Metropolitan Transport Authority in New York City were met with error messages related to Cloudflare, a cloud provider used by major companies for security tools that protect from cyberattacks and traffic surges. A spokeswoman from Cloudflare said an unusual rise in traffic to one of its services at around 06:20AM eastern time caused traffic passing through the company's network to experience errors. The bug was fully resolved by 09:30.
Speaker 1:I'm interested to know what what happens to the business when they have these outages. Yeah. Because on one hand, it's a great way to tell the world that the entire world runs on Cloudflare. And then and then you talk about the stress from the Cloudflare team where anybody that's, you know, built a software product has experienced the product going down and the stress around that. Yep.
Speaker 1:But it's it's like when your product goes down and then and then, you know, many of the services that people use and love across the country and the world also go down. It's even more stressful. Yep. But it also probably brings like a ton of, you know, ton of traffic to the site. Yep.
Speaker 1:And people might might start evaluating some features and say, hey, maybe this is a good solution. I'm gonna watch. I'm gonna sign up and see how they kinda react this.
Speaker 2:There's some pretty crazy news. The founder of an ADHD startup is found guilty of conspiracy in an Adderall case. What a crazy story. Telemedicine psychiatry startups have driven an unprecedented wave of amphetamine abuse. So he was worried.
Speaker 2:He was sounding the alarm bells four years ago about ADHD medications being overly prescribed, too easy to prescribe. He said, after tweeting this, an executive at helloahead.com DM'd me from an anonymous account details of my care history with them asking that I delete the tweet or caveat that they are not bad. Worth remembering that in 2021, 2022, many major health care venture investors funded a cabal of Internet pill mills that operate with mafia tactics to silence regulators and drive an unprecedented wave of amphetamine dependence in The United States. Well, today, there has been some justice done, I suppose, for, these a these ADHD startups. A jury found Ruthia Hee guilty of conspiring to distribute controlled substances after her startup, D N GLOBAL, became a ready source of Adderall prescriptions for more than 100,000 patients.
Speaker 1:Hack and Venture basically decided, like, doctors were a bug, not a feature. Yeah. It's like, yeah, why waste time talking to a doctor just to get the medication that you want and that you know you need? Yeah. It's like, oh, actually, having somebody that is like, if it's slower, having somebody that's there and actually understanding the patient and having some personal connection with the patient feels very much more and more like a feature.
Speaker 2:And also having the economic incentive of the doctor being they get paid a lot of money and live a great life just to give great advice and follow the Hippocratic Oath and be, like, a pivotal, like,
Speaker 1:member of their society. Not to their conversion rate.
Speaker 2:Exactly. And they have beat beat earnings. They have traded up. The stock is up 3.8, 3.91%.
Speaker 1:Matt is at the very
Speaker 2:continues. Bottom. There were signs. This is your prediction. One of your one of your many predictions, but
Speaker 1:This is all is the only the only data.
Speaker 2:This is the only data need to know. You know you know, you said this. I think he's gonna beat earnings because he's drinking beers. And and Ev was like, yeah. You belong in a pod shop.
Speaker 2:And he was saying it, like, sarcastically. Like, you know, to be in a real hedge fund pod shop, like, have to be much more quantitative than that. Turns out you don't. But Turns out the vodka analysis works. Take it
Speaker 1:all in.
Speaker 2:Absolutely. All in. Thank you to everyone for tuning in, and we will see
Speaker 1:you tomorrow. Global economy continues.
Speaker 2:Continues. The party continues, folks. White suits tomorrow.
Speaker 1:Gabe in the chat. Gabe's getting drunk.
Speaker 2:Goodbye. Drunk responsibly.