welcome to technology Brothers the most profitable podcast in the world Jordy how are you surviving there are fires all over your house give us the breakdown fortunately not over my house John but uh but yeah thank you to everybody that reached out over the last
uh 48 hours there are there is a big fire raging in Malibu luckily it's not um it's a few miles from my house but uh got enough distance that it we were never directly under threat but um but yeah loss had didn't have power for the
last couple days uh I was able to get Wi-Fi from my neighbor so I was sitting on the edge of my house uh with with their permission of course but sitting on the edge of my house uh making sure I could still get posts good out on uh on
the accounts but um but yeah didn't uh wasn't wasn't an excuse to miss recording today rolled out of bed uh took the one road out of Malibu that was still open and uh made it made it to the studio dress as we always do and uh got
a shave ctes of uh yeah the Jonathan Club where where we record and uh now we're on the mics so fantastic bled yeah I think while you were uh scrambling around Malibu trying to find Safe Haven and deal with all the chaos there I was
uh relaxing in Disneyland which was great you were a little Tuesday Disneyland little Tuesday Disneyland with the three-year-old it was fantastic highly recommend it uh it's it's fascinating it really makes you appreciate authoritarianism totally uh
there are metal detectors now to even get into downtown Disney which is just like a a mall where so you can't even go shopping without getting through the metal detector so you know it's just perfectly safe there everything is perfectly clean there's just people
everywhere total surveillance State you sacrifice all your rights when you go in but I've realized that you know uh in light of recent events they need to put metal detectors outside of Manhattan it needs to be a prison Colony no that's
why that's why being in being in you know Dubai the UAE broadly is so nice and relaxing because you walk around and given you have this feeling when you enter the to the the the monarchy I shouldn't even call it a country it's a it's a fom almost um you have this
feeling that you're entering a highly secure place that's run in a highly competent way where there's one guy who understands that it's my responsibility y as as king to keep uh keep you know uh the people safe yeah um yeah I mean a
billionaire reached out to me and was like you guys shouldn't talk so much about luxury goods you live in America you can only do that in Dubai or Singapore yeah or Miami or Miami like you need to be you need to be in a place with strong
property rights John stop what you're doing and I was like I'm not afraid I will put on a bulletproof vest every day if it means I can and driving nice cars wearing watches or whatever it's motivating to try to get our country
safer and more secure and and use the leverage that we have yeah um but it won't be on this podcast because we don't talk about politics but uh Disneyland is an interesting place to reflect on like the American populace it's yeah it's I I I read something that
it's like the most perfect representation of maybe the world demographics or at least American demographics like one of every type of person is uh represented uh obviously there's a dir of PEX a plethora of Tweety bird tattoos
and uh the whole experience leaves you thinking you need to go turbo long Novo Nordisk but these are these are our people and what I came from away from it with with this this idea that it's like this is our team for America and a team
we got and we can't just reset and start fresh these are these these are our compatriots these are our our colleagues and we need to work hard to make America a fantastic place for everyone and so uh it's inspiring um but one thing that
kept hitting my mind as I was walking around Disneyland was that uh it is you know people think of it as expensive a couple hundred bucks to get in uh the price always goes up everything's expensive but they are fantastic at
price discrimination so couple hundred bucks to get a ticket in but for maybe if you if you spend a few thousand dollars on your family you can buy basically every single fast pass and all the lines go from like 60 Minutes to like 10 minutes it's great so clearly
they figured out that there's a whole group of people that are willing to pay or then there's the the 20K I was about to bring that up yep yeah so if you pay something like 20K for your family there is a Disneyland employee who will walk
you around and walk you directly to the front of every line they wear tux no they they're they're a cast member so they're in kind of a very like it's like almost old timey Hollywood like Pinstripes and bow tie type thing they'll they'll they'll educate you on
what what the best flow is answer questions give you extra history about the the the park uh it turns it into a really uh crazy experience but uh every every actor or actress that works on a Disney show gets a gets one one of those
free um and it used to be unlimited it used to be whenever whenever you wanted to go to Disneyland if you were on a Disney show or a star in a movie they would just yeah come get the $20,000 experience but apparently Kim Kardashian
was so obsessed with Disneyland she was going Chang the rule but now she just pays cuz she loves it and I was thinking about that I was like that's incredibly humanizing you know people are very like oh Kim's like this you know makui and
like crazy like you know person who's like so driven but like I dayes Disneyland just loves Disneyland um and giving that experience to her to her children yeah exactly and so my my that would be actually Savage though she was like no we're not bringing the kids my
Disneyland this is my Doom yeah amazing um but uh but I I love that Disneyland you know you can you can go and have an experience for maybe 200 bucks you can go have an experience for 2,000 or 20,000 and that spread and there's the
$5 million product yeah Doo the whole thing and so and and I think uh I think actually cadel did a buy out there I'm pretty sure they bought out all of Disney World or something something like that some hedge fund maybe Goldman or something but um
yeah so just a fantastic example of price discrimination when they have a product that people wouldn't normally think is like consumption based like obviously AWS has price discrimination because the more service there's a lot of there's a lot of midsize companies
out there that probably spend let's say they they spend a lot of money on their holiday party right maybe they spend $500,000 right they get have to fly a bunch of people in and you know there's some events and maybe performers and big
catering fees locations all that stuff those companies should start just doing Disneyland buyout every 10 years for retention purposes be like well it's it's been 8 years like you got to get to the buyou and right that's better cost
the same amount of money that's great but if you took that 500k that you're spending every year invested into the markets you'd also get you know potentially uh uh it even be even less than than doing the the events every single year I that's one of the best
things about uh hereticon like Founders fund that's not an annual thing it happens like it's happened twice now and it was like everyone was like last year's reticon but it was actually like three years earlier and it happens very
randomly it's not an annual schedule so it's like when you get the invite you have to say yes because it's not going to happen next year whereas the holiday party you get invited oh I'll catch the next one um but my challenge to The
Listener is what could you be doing today to drive more price discrimination like we're going to launch a merch store at some point you can bet your life that there's going to be something in there for 50 bucks there's going to be
something for 500 bucks and there's definitely going to be something for 5,000 bucks in there absolutely because you need to be capturing the value of the entire breth of your audience um and and and it's it's obvious if you're in a
consumption B2B software product but if you're if you're not you know yeah and at the end you know we'll have Venture you know we'll have Venture debt products for for entrepreneurs we'll have even um you know uh Venture fund like line of credits right if you have
uh if you're doing a capital call but you haven't the the the capital um you know you need a little bit extra time to F an investment you know we products for you right so full spectrum of of of of products for this audience I mean a
venture fund is the is like the best way to uh price discriminate in in an audience of Founders because the higher value the founder the more money you make when you invest yep and and I think that's why so many content creators have
built funds on the back of it and run ads it's very very hard to capture the full value of your audience you look at uh what Ben Thompson has done at stery you know that there are major like you know multi-millionaires at meta who subscribed to stery yeah for $200 yeah
yeah and they make they make decisions that lead to hundred million hundreds of millions of dollars in spend various infrastructure Pro now he's very happy with how much the big book of business he's built up and he likes not having
that conflict of interest with the ad so it's kind of made sense for him but if you really wanted to maximize the value of sh it would just be ads and a venture fund for sure anyway moving on so go and figure out how you can squeeze more
money out of your best customers because they have do it in a way that's aligned nobody nobody's spending the 20 grand at Disney is is unhappy that they're spending that money they're getting a great experience out of it yeah so let's
move on to it's the holiday season um everyone's thinking about what gifts to get for their loved ones their friends their colleagues and we're going to do a bit of a gift guide we've we've talked about the information gift guide before
it was an absolute disaster I don't think they had a single item on that list that was over $1,000 um disaster you're going to need a little bit bigger budget to follow along today but there should be a lot of interesting items
interesting selections something for everyone in here there really is there really is um so we're going to run through a few different archetypes that might uh match uh folks in your life and give you some some guides for uh what type of gifts you should be putting
under the Christmas tree this year um let's start with the absolute size Lord the billionaire the DECA billion iire you're shopping for the man who truly has everything what do you get them hard to shop for hard to shop for I say we
start with cars and I think you got to go McLaren F1 how can you not it's going to be a $20 million car but it has incredible history both in the automotive world and in the tech world yeah and it's something that it's something that
someone can appreciate even at whether they're into cars or not right you don't need too much time to explain the significance of the McLaren F1 somebody is is getting really really interested in in and as soon as you sit in that middle seat it's not leftand drive it's
not right-and drive it's Center draft Center and the best part you can take two friends for a ride because it seats three in the front seat yeah and it's and it's funny because I I wish more did you ever um we had we had an old like
you know like country farm truck growing up that had three in the front and some of my best memories are with my dad driving you know me or my little brother in the middle seat and then uh the right seat and uh we need to bring back car I
think it's really dangerous I think is why they probably killed it but um they they actually are bringing it back uh Hyundai is releasing a new Palisade that has nine seats H Hyundai is cooking right now they're cooking absolutely
they they basically ripped off the um the Range Rover with the the new Palisade like they're just like good it's our this is our silhouette now exactly and interior we're going to take all your colors and and textures it's because uh in in Korea uh if you have a
nine passenger vehicle or more you can use a bus lane and so they were like let but do you have to have I know if you need to have nine in there or you just need to have nine seats I think you just need to have nine seats and so they're
just like it's technically bus so you can just take it and and then they were like yeah let's just sell this in America so it has the bench seat in the middle and you can just pull it up um so yeah uh if you're if you're shopping for
the size Lord get them a McLaren F1 and then of course we have to get them a watch and we highly highly recommend picking up a graph diamonds hallucination uh for $55 million it's the ultimate and jeweled watches over 110 carats of rare colored diamonds uh
it's true for context I think a lot of people that listen to the show follow us on X as well and this was the watch that we recommended um Mark andreon actually get eight of if he's going to follow the 2% rule they only made one but you they
only made one but you can this is a kind of piece that you can commission like it's not uh it's not really the kind of thing you walk in off the street and say hey can I get a Gra diamonds hallucination you know the funniest thing about the hallucination it's
quartz watch really yeah it's not mechanical wow yeah you got like I got to change the battery on my $55 million watch it's a good it's a good reminder that you have a $55 million watch though every once in a while you want to be like oh yeah got to change the battery
okay let's move on to guns which is obviously something you'll be gifting to loved ones this year uh and for the absolute size Lord the gigachad the DECA billionaire we're going with the cabit guns meteorite 1911 pistols uh they're
maybe $4.5 million for the pair um but I have some copy for here and it's fantastic the Timeless design of the 1911 the Ageless significance of interstellar materials the Innovative techniques of an All-American Gun Company a trinity of circumstance fused
together into the perfect embodiment of a Transcendent Vision after billions of years of travel a meteorite hurdled to Earth in Namibia during Earth's prehistoric times unknown to Western civilization until the early 1800s
pieces were used by the ancient Nama people in the construction of tools and weapons in 2015 its Destiny not yet fulfilled the hands of cabat gun's Master Craftsman wrapped around a 77 PB piece of un unshaping metal and so began
a transformation we too like the men of yore saw in it the potential to shape Earthly Perfection from materials from the cosmos what a fantastic what a fantastic marketing language I uh this reminds me a while back I was looking into I wanted to get um I wanted to get
a 1911 uh with uh with a with a trigger made out of shark tooth oh that's great like basically which is totally possible yeah totally it's not uh certainly not easy but in the world of high-end custom Firearms manufacturing which I happen to
have a little bit of experience in uh anything is possible so I think that's really stand out if you get them the meteorite pistols yeah the meteorite can't go wrong with meteorite pretty much anything um then we got to move on
to vacations uh for the for the size Lord what are we getting them for a vacation we recommend a box at every Formula 1 race this is going to run you $3 to5 million but they're going to be able to enjoy it for not just one month
but basically the entire year not they will not be able to go almost go a single month without thinking about you exactly which is the goal right if you're if you're buying something for a beire you want to be top of- mind whether it's just a friend or you have
some type of business relationship with them or um or if you're another beire and you're and you're actually competing kind of PVP to try to accumulate the most assets getting your rival beire box seats for every F1 event is such a good
way to distract them exactly um not to mention you know I think some a gift like this is great um you know most of our beire friends are not going to be going to every single race like F1 can get boring right it's definitely
especially if for stappen um you know continues his tear and uh but it's the kind of thing you can as a beer can regift it they can say to their you know second or third cousin hey do you want this I can't make it like 50 people sometimes yeah you know
they can bring all their friends and they're reminding uh they're reminded of you it's kind of like getting someone like an old Magazine subscription every time it shows up they're like oh yeah I'm still enjoying that present the
graph diamonds hallucination might still be just sitting in a jewelry case somewhere the McLaren F1 might be wrapped in a garage somewhere but those F1 tickets are going to keep coming up comeing up and they're going to be on
the circuit and they're going to thank you so pick it up uh and then of course you have to get someone a horse uh and so for the size Lord we recommend a thoroughbred racehorse ideally uh derived from the fusa Pegasus line the 2000 Kentucky Derby winner it's one of
the most expensive stallion deals ever uh the bloodline was syndicated for 60 to 70 million in 200000 so uh just really top tier racing bloodline and I think that's something that they could really enjoy um and they'd love to have a horse under
the Christmas tree should we it's a trophy it's a trophy horse yeah exactly exactly everybody should have one at least one and uh it's it's a conversation starter yeah if you're having somebody by your property uh let's do American dynamist Next and then
we'll move on to one of yours um so for the American dynamist the uh the capital allocator who's focused on uh making America great again uh we are focused on American Products um things that speak to revitalization reindustrialization uh America
manufacturing hard tech and so for the American dynamist we recommend a m134 minigun by Dylan Arrow uh it's going to run you 200 to 300K they're pretty rare on the civilian Market uh but it's an electrically driven uh 7.62 millimeter
rotary machine gun it's iconic and extremely rare um due to NFA regulations but you've seen it in movies you know Arnold Schwarzenegger carries yeah yeah yeah exactly the minigun is Iconic and it'll look great mounted on the back wall while they're taking Zoom calls
every defense founder will say hey this investor has a Minun they take American dynamism seriously and I want their check I want them in my round yeah and it looks I mean it would look fantastic on a cyber truck if if if if your buddy
buys a cyber truck is sort of a novelty thing to add to that novelty having a Minun strap to it um and maybe you maybe you you know work with uh someone like Allen control systems to make it f autonomous that' be fantastic yeah so
let's move on to cars for the American dynamist uh the Cyber truck's a great one um I'm also extremely bullish on the Tesla Roadster second generation you get them the allocation now I think it's going to happen it's been way delayed
but Elon is on top of the world the stocks ripping he knows where the regulation is going I think he's going to get it done and I think those will be delivered pretty soon so that's come on though come on though John yeah how can we not go with the Ford GT
on this one if I'm if I'm GNA take an an ad uh Capital allocator very seriously them pulling up in you know I want something I want them pulling up in something culturally significant right and and um 4D GT is not not a perfect
car by any means you know there's a bunch of ways you could sort of poke holes in it but um history yeah history at Leon um and just the silou about this history fantastic the silhouette is unbeatable like it is a fantastic it feels American but it it
almost feels like a lambor a cousin of Lamborghini um and if you are let's say you've got a portfolio founder that's uh running hot they're doing well you think they're going to get you a nice markup yep taking them to the airport in your
Ford GT or picking them up is a great way to make a statement and say hey when you're raising your next round make sure I get my Pro super pro and ideally get a chance to lead that next round and that's a GT is a good way to stick in
that Founder's head and they often come with not necessarily a pre wrap but a livery and so that liy I think it just kind opens the of cing a little bit more you know the classic is the blue stripe but you could throw red white and blue
Livery on there and it wouldn't look tacky for GT because you're used to seeing some Stripes you're used to seeing a little bit of a design on there or if cine boil driv it maybe an orange a white with an orange you know stripe down the center would be cool be very
cool or just throw an eagle decal right on the front like it's an old Ford Mustang yep that's fantastic too let's move on to watches we got to keep it in America this is tough for watches a lot of Swiss lot of Swiss watches out there
if you're going American you're going to want to stick to rgm and get the Pennsylvania series turbon it's going to run you 100K uh very limited annual production but it's uh one of the greatest americanmade watches out there
uh their movements built- in house and uh it's just an amazing example of of American craftsmanship and I really do believe that if you care about American manufacturing you can't put your money where your mouth is exactly like if we
start pouring money into rgm they will catch up eventually like the market is a weing machine over time yeah and so um yeah we talked about this on the show a lot yeah you can't just rely on the government to stimulate the economy it's
on every single one of our listeners every single American to find to to stimulate the economy in a way to to bet on the future that they want right and then for vacation for the American dynamist uh what's the most American vacation you could possibly do we
mentioned it earlier it's the Disneyland Park buyout it's going to run you a couple million bucks but you get a one night private event at Disneyland in Anaheim or Disney World in Orlando and you get the entire theme park Reser
reserved for you and guests after hours no lines personalized shows fireworks character meets and unlimited rise second uh second on the list here deserves an honorary mention would be hel skiing in the remote Alaskan Wilderness for the one to two weeks 100
to 200 okay private helicopter untouched powder luxury base camps gourmet meals Avalanche certified guides and you're keeping in America extreme you know exotic skiing while staying American exactly I love that and it's just a good
reminder of like this place is ours right it almost should it be right Russia almost had a could be Russian Canadian but we have you got to go explore it and uh I look forward to doing our first live show in Alaska I've been it's fantastic the Alaskan fans are
crazy I'm extremely bullish in Alaska they are always uh sending DMS and um offering to send down um fish and and things like that so okay so let's wrap up with the with the VCS for a minute and move on to the seed stage founder
Jordy what do you got for me oh man this was hard um seed stage founder you know maybe maybe you're pulling in 80 100K a year you're pretty oriented around the work you know not Le less time on the road um more Capital constrained you know if you give
somebody a McLaren F1 it's it's and they don't have the the income or the the net worth to to sort of support it that's kind of like a cursing them in a way right that might cost you a few hundred grand a year just to maintain yep uh
properly but um so yeah we'll go down the list for for a gun uh I'd say uh you know most of the seed Sage Founders I know they do have Glocks they're pretty much a stock Glock it's a $600 gun get them have them take that Glock down to
Arley arms and uh upgrade every single element of it strip out all the internals externals and just and really sort of upgrade it arly is sort of like the bravus or the AMG of firearms and so you can turn that base Glock into something that's really significant
meaningful they can customize the exterior um you know customize the grip all that kind of thing so that's an easy one few thousand dollars can really turn that into a special piece for them uh for watches I would go with the um I'd
go with a cardio Santos it's like a uh you know this this watch is something that I feel like it gets a lot of hate but it has like this this great I I love the Santos it's got great uh it's got great legacy from from the from the
aviation World it uh it it's not like it's not like a new watch right it's been around for decades and decades and decad it's not just not a new watch it was the first watch the first watch Louis cardier that is right that is right Lou cardier was contacted by a
pilot Santos I don't remember the full name but uh he was using a pocket watch while he was flying and said it was difficult to take the pocket watch out to measure his time and if what if you could have it on the wrist and Lou
cardier made the first watch and named it after him the cardier Santos also worn by Gordon gecko in Wall Street in in a beautiful gold fantastic watch it's it's it's um beautiful comes in a variety of different sizes regardless you know even if you're in the Thousand
PB Club um you can still get on your wrist and uh yeah it's not going to be so much more than um two weeks of your salary that other people would say like why is this guy wearing this watch right um so not going to put him in and make
him look Gody or anything like that um for cars uh this one is a very personal choice for me but I think it's the right choice the first sports car I ever purchased was a 997 911 I bought it for $32,000 on bring a trailer felt like I
stole it um and uh put put easily more than 10,000 miles on it in the first year that I owned it did not have a single issue with it cost me like literally under, in maintenance uh gave me millions of dollars of enjoyment it was just like one of one of the best
cars I've ever owned and um so this is a car that that looks you know that's got some Legacy to it it's Timeless and um it's going to cost you less than a model y right so um great choice for a seed Sage found upgrade that'll hold its
value a little bit better go tar tar the taras are really holding their value yeah cuz even even the even the grindi founders that I know they'll still take a couple hours on Sunday to take a you know take a little drive up the coast
top off pop the top um and uh so anyways for vacation yeah what do you do this one's bold I'm going uh I'm going Eastern Europe okay uh great developers there so if you have everybody on your team work play a little work play action no if you're a seed stage founder you
should never take a true vacation do not go off do not go offline if you're burning out it's because you uh your product's not working and you're not doing your life's work and you're not doing your life's work um it's not you
don't need a vacation to fix that so go to go to Eastern Europe great food wine views everything um and uh meet you know meet some hire some new developers or or or hang out with your some existing ones um and just avoid Western Europe um and
uh course uh this one's going to be bold um so we had been some recommending some venting horses some race horses generally Thor breads um but uh for the seed stage founder I'd go with a mini horse and the reason for that is I think
you could really get some uh yield out of it um it's not you could you could sort of keep them in the second bedroom of your apartment if you needed to but on the weekends if you got uh little younger cousins or siblings or anything like that let them go rent it out to
kids parties and you could earn some yield on it so the food for that mini horse might cost you a few hundred bucks a month but I think you could get a few hundred bucks per party uh to rent out that mini horse and um and so anyway
some some potential yield there and you can make it you can make the company's mascot uh's famous story about the Hedgehog at Facebook Sean Parker want to go get a hedgehog be your mascot during the weeks and on the weekends it's
working you could probably go viral with that on X you post oh yeah grinding with the mini horse today just developer next to the mini horse that's going to get engagement B from yeah yeah yeah that's great so okay I love it marketing value and then some
yield help pay off your ramp bill at the end of the month that brings me to my Wild Card gift uh this is an easy one uh there's no excuse not to get this for the seed stage founder in your life uh set them up you know write them a nice
card but in the card it's the phone number of your favorite ramp SDR it just says give them a call I already told them you're going to call they will take care of you get you set up on ramp it's painless takes a few minutes and compan
on average save 5% a year so that was an easy one to add in there I love it um okay let's go back to me I got two and then we'll go back to you uh we're going for the for the upand coming General partner at a venture capital firm probably not a liquid billionaire yet
but has probably driven maybe a billion dollars in returns for the fund I would hope so um and so you know this is a person with taste they need to move up in the upper echelon of class and style and they need to let people know that
they've arrived but you're not going to be Breaking the Bank like you would with the DECA billionaire size Lord yeah so for gun we're starting with the Magnum Research goldplated Desert Eagle 5.0 great a great conversation starter so
under 10k potentially uh and yeah it's iconic you can still carry it in a board meeting which I think is important there needs to be a threat of violence in board meetings we' discussed this um you need to know oh you think we should pull
forward our sales Target are you willing to die for that right are you are you willing to put everything on the line for what you're saying or are you justed this before same your board meeting should look like at at least once a year like an allout
brawl exactly exactly and um and almost having you know if if every board member has a firearm on them it can it can kind of keep people more productive because there's this yeah this threat of violence Beyond just you know throwing
blows and if you're a founder and you walk into a board meeting uh and you know in your suit you got a holster there's a gun and one of your board members says something it's just like oh so you don't respect the Constitution like what are we doing here yeah yeah
what are we doing here ask him to step down yeah so uh I think that's a great choice for the upand cominging GP for the car we're going to want to go with the Rolls-Royce cullin in Black badge very versatile car great for driving around even even the whole
founding team so you can pick them up take them to the Rosewood uh write a term sheet you know show them the ropes introduce them to Silicon Valley um and still do it in comfort and it's not going to be loud in there so you'll be
able to have a conversation about the business yeah it's a good car too if you do you know if it's it's fun to drive yourself but when you your driver's around they can drive it you can see the back um and uh uh yeah it's hard hard to
go hard to go wrong with that and then if you need if you need a sports car which you probably do maybe get this upand cominging GP uh Porsche GT3 RS or maybe a darar I would go with the DAR okay um it's gonna stand out more in San Hill Road yeah and and and Northern
California's always had that sort of rugged outdoorsy element to it you as a car as a car exactly yeah um and so yeah it's a kind of thing you can drive it up to Tahoe go to Tahoe yeah driv to the Nevada side um or you can take it hiking you know go go up to Tam
and and take a take a little Loop um snow this week in Tahoe I'm not worried got my yep yeah that's great uh now for watches there's a couple different options obviously the PCH Philip Nautilus uh 5726 great watch definitely uh
recommended to any upand cominging GPS highly recommend gifting that you're not going to get negative feedback on a gift like that it's just going to be received really really well but if you want to mix it up get him the Rolex Daytona
6239 Paul Newman can I tell you why I like that pick John why do you like that so uh Daytona just by itself is a is a high production watch right it's coming out all the time Y and so you know you can pick up a Daytona for let's call it
253 Grand it is at the higher end of Rox lineup right well will they retail for something like I I forget what their actual retail price somewhere between 12 and and $15,000 so the retail price is low market value for for a basic uh
Daytona is somewhere around $30,000 and so the the reason that the Paul Newman Daytona is so great is to the untrained eye it's just a regular Daytona it's like oh um but depending on the room that you're in you can say no this is a Paul Newman Daytona yeah so
it's one watch for Founders and it's a different watch for LPS exactly so you're at YC demo day oh he's just got a Rolex on he's just normal allocator you go to LP day everyone's like this guy knows what's up y makes a ton of sense
um you can wear that thing anywhere now let's go to vacations what are we getting for the for the upand cominging GP the rising star Adventure I say we go to Antarctica and we take a luxury Icebreaker Adventure that is something that will be good on the gram yep that
will be something that'll be good in the boardroom yep when you're when you're having to zoom call into a board meeting starink you can say yeah sorry guys if if you if there's any noise in the background it's theing breaking from my
Luxury Ice breaking uh Adventure boat little controversial I don't know if there people are cool with breaking ice these days isn't that like kind of anti- environmentalist is it I don't know Ed think itly sounds fun um yeah yeah and
just the noise it's almost like a symphony of ice yep um we're big fans of of of the symphony in general and then if the GP in your life isn't doesn't like the cold we recommend switching it up going to Egypt and doing a private
archaeological dig y you get some exclusive permits to historical sites you work along the egyptologists maybe take a private Nile riverbat luxury desert Camp curated Museum visits a week or two in Egypt it's great it's not going to break the the bank it's only
and for the GPS like they're probably you know they they've chosen the Venture path because they're degenerate gambling maybe they don't go to they don't do it in Vegas or sports betting but but Venture in many ways is gambling and so
the great thing about an archaeological dig is that you might dig up something worth well beyond what you paid to go on the trip so you could almost position it as an investment right um yeah um and then for horse it's a little bit
trickier you could go with a Lucano you could do something Dr which is a little bit outside of the norm you could also just go with thoroughbread maybe a stallion Prospect maybe some uh just mediocre stud fees don't break the bank
something that they can still enjoy at the track every once in a while but uh it doesn't become their whole life I wouldn't be that mad at going the Arabian route either depending on where your LP base is that might be more of a that just might be more aligned with
where you're going to want to take that horse yeah it also depends on what their lifestyle is like maybe they're building a ranch maybe they're maybe you want to get a quarter horse something like that uh there are there are plenty of great
options um but uh don't don't miss out on getting them a horse cuz uh you don't want to be caught a horse much like getting them you know year round tickets uh box uh boxes to F1 it's something that they're going to be with years
years and years and years and and have uh you know many many memories with so yeah so uh I have one more and then we'll finish out with yours we have uh for the crypto millionaire for the crypto Cent for someone who's done very
well in crypto what do you want to get them it's going to be a little bit Wilder they're the absolute most we're going off off chain with this one yeah we're going off chain uh so for the gun I'm going chaac M200 intervention it's the 406 caliber sniper rifle
antimaterial take down take down an SUV or a Toyota highx with it uh it is over the top it's going to look great on the Instagram great on Tik Tok uh it's going to be uh iconic a lot of these folks are Anonymous so you're just going to see
some hands in the photo but it's you're going to know when you see this gun that uh that they mean business uh it's a statement piece for sure for sure and then in terms of cars uh with crypto it's super important to stay in the
lambo ecosystem obviously but Huracan played out and then we don't really know how the new uh how the new uh Lamborghini lineup is going to age and they also haven't released The Limited Editions yet so instead of uh going up Market I say go back get the Aventador
svj y or maybe even go back further count yeah the svj is such a is such a fantastic car I do know uh one of one of sana's earliest investors is a proud owner of an svj uh he doesn't he doesn't post about it online I wish he did um
and uh they're just not making any more of those it's one of the last pure purebred Lamborghini v12s um and it doesn't have it doesn't have any hybrid junk in it it's just a pure play uh naturally aspirated V2 and so in the last cycle you know every crypto bro had
a wrapped Huracan this one is going to be the tararia Y but if you go back get the Aventador svj you still people still know this guy made his money in crypto because it's Lambo that's the that's the Brand's known for now but this guy made
money even earlier stands out so I like that and the Kos uh it's a little diff it's a little difficult to drive so you know stick with the uh sck with the event door svj keep it simple folks and then for watch of course we're going rishard Mill the
rm056 sapphire turbon a racing machine on the wrist racing machine on the wrist it's a 2 million doll watch but it has a fully transparent Sapphire case housing complex turbon movement AV on guard materials and design can't go wrong I
mean it's so flashy but it's exactly what you need if you made your money in crypto you're going to have nfts they're going to be over the top you need something on your wrist that you can display the rmm yeah the only thing I would say with all these choices is do
your best to try to buy the asset on chain and then um you can still take custody of it but it'll it'll mean a lot to that yep a person who's made you know made their livelihood in crypto that you went the extra mile for it to be a real
world asset you know you bought it on chain yep you know it it's just it's a really way to say you know crypto's real yep and uh it's it's very valuable Beyond just speculation I used it to buy this gift for you exactly and then for
vacation for the crypto uh the crypto Chad we go to the Caribbean super yacht Riata you Charter a Cutting Edge super yacht and you race along famous alongside famous ratus personally personal sailing coaches Private Island stops lavish onboard
entertainment what could be more crypto than getting offshore with your money there we go uh and for horse uh this is going to be a wild pick I say you go draft horse whoa Clydesdale bit of a meme bit of a meme horse it could be if
you were launching new L2 you could make masc exactly it's big it's robust it's from the Budweiser commercial it's not actually an American Horse Scottish uh it's it's hilarious anyone who is Big say oh you need at Clydesdale complete
myth um yeah unless you're 5,000 pounds uh you can ride a normal horse um but the Clydesdale stands out so that's my recommendation for the crypto bro great Rex and uh look we get to end with probably our favorite categories so uh
the last category is technology journalists and how do you shop for somebody like this I mean they are opinionated they're in the they're in they're highly online they know what they want in life and they're going for it right you know and they usually come
from fabulous wealth they come from fabulous wealth so it's like how do you get them something that they don't already have um but uh but anyway so we're going to try to keep it sort of reasonable our goal with these gifts or things that they would buy for
themselves you know as well right so it's sort of staying in line you want to get something that maybe they had their eye on or would have had their eye on so uh right starting at the top uh for gun uh I'm going to go with uh a little bit
um uh this might be a controversial decision but I'm going to go for a taser off of Amazon Prime so you can go if you don't know this you can go buy a Taser on Amazon uh and the reason I go with Taylor taser is a lot of journalists historically
Taylor is that a Fran taser Loren taser tases me for talking too much um uh but but yeah journalists have have at least uh you know generally been been sort of against the Second Amendment um and so you don't want to get them a regular gun and have
them get offended by that so I'd go with a taser they can daily drive it they can bring it in any situation they want they can keep it in their their purse backpack briefcase uh just right in their their belt um but very versatile
and gets the job done in a pinch situation um for watch I'm going to go with uh this is the only time I'm going ever recommend somebody get an Apple Watch but I'm going to go recommend an Apple Watch with an Hermes uh leather strap and the reason for this is the
Apple watch is great these these people are hyper online they're they're getting Scoops they're getting tips uh they need that on wrisk notification and uh but because journalists so often come from fabulous wealth uh they're
going to want to stress it up a little bit and get an heres um leather band so uh I think I think that's a great option for journalist uh for a car I would um for the journalist in my life I would uh prepay a Maserati lease for them um
again people grow up around money going to private schools um you know being driven around by private drivers and expensive cars and so um a Maserati is is a luxury vehicle but it's somewhat accessible it's you know you could probably get a a one-year Maserati lease
for them for like 25k or something talk qute um something like that yeah honestly the whole range it's hard to lease a Maserati for more than $1,000 a month um and so you're not really going to go wrong with with something like
that and it still gives you know the car is going to break down dramatically over that year but they still get the experience of feel like they're in a fine Italian you know sports car elevated sports car uh vacation this isn't going to surprise
anybody uh get them a a round trip uh tickets to Idaho okay um so they can just kind of poke around Sun Valley and just kind of sit around the edges and kind of just kind of observe and try to get pick up some Scoops and tips on the
Fly um and get a business class seats right like it it's for them um yeah they're used to Flying uh just regular old economy a business class ticket to Idaho unless they're with their family of course unless they're with their
family in that case they're certainly not flying commercial um and then uh on what what you could pair with that while they're going to Sun Valley you get them a Canon 5D and a 70 to 200 lens so they can take some they're going to need a
lot of Zoom they're going to a lot of Zoom so yeah telepo Telo lens the lens should be like at least this exactly and that's another reason to go business class cuz they can they should have the ability to check that without an extra charge if you're getting
somebody a gift you don't want them to have to spend a bunch of money out of pocket to experience it so the horse again this is not going to be surprising a lot of a lot of uh a lot of Technology journalists had a prior life as as horse
girls um and so well when you come from money I everyone in the family is into equestrian yeah when you come when you come from that level of wealth um it's just sort of a given but I'm gonna go with an event sorry we're we're
gonna um no when you come when you come from that uh sort of background I'd go with a top level ating hanovarian it's 75 up to $200,000 plus horse it's exceptionally versatile across dressage show jumping and cross country and um yeah the top blood lines
in this category are dominating all the the international Eventing uh Podium so and they can kind of take it wherever they want they can do J they can do jumping it kind of it's an open book for them it's versatile that makes sense
yeah and then uh lastly you know if said technology journalist is not already working at the information or newcomer I would get them subscriptions to both so that when newcomer and the information get Scoops they can just quickly repurpose them and get them out so that
they can stay uh get get kind of the yeah gift for their career yeah yeah yeah this is a way to help them level up and stay on top of the stories that matter so Mak sense wow we did it yep the last wild card that I would throw in before we
close out is uh maybe you're stra for cash maybe you're not going material Goods uh if you are shopping for anyone on this list uh just get them a guy you know everyone has a guy guy for Real Estate guy for lawyer guy for Antichrist
um get just take your guy give it to your friend just be like here's my guy grp chat let let him run wild y That's great well we got to move on to some personel news because we got some breaking news from the heart of America's industrial Revival Nia the new
American Industrial Alliance has officially launched this isn't just an announcement it's a call to action Nia is bringing together Founders investors and policy makers to restore America's industrial might and reestablish our
nation as a global Powerhouse Jordy what you got for me here's the deal John for decades American industry has been on the ropes jobs shipped overseas resources untapped and bad policies stifling Innovation but the Nia is flipping the script they're proving that
de-industrialization was a choice and that reindustrialization can be too there but n again but Nia is flipping the script proving that de-industrialization was a choice reindustrialization can be too well it all started back in June with
the with the inaugural reindustrialize Summit in Detroit brought together hundreds of Builders investors and government officials that Summit wasn't just a meeting it was a movement a rallying cry for American greatness and today that movement became a force with
the launch of niia niia is here to be the voice Visionary and Vanguard of America's industrial Resurgence what does that mean John cutting red tape in incentivizing investment in critical Industries protecting American workers
and streamlining Government Contracting simply put Nia is doing what it takes to put American builders back to work and Innovation back on the map and this Alliance is already stacked with Heavy Hitters members include paler 8vc y
combinator hadrien Allen control systems and many more it's a roster packed with companies and investors who are betting big on America's future Austin Bishop the driving force behind Nia summed it up perfectly he said John it's time to
build in America it's time to reindustrialize so what's next well you can go follow Nia on X and visit their website at new industrial. org whether you're a builder an investor or just someone who believes in the power of American industry this is your chance to
join the movement niia isn't just about restoring what we've lost it's about building what comes next the future of American industry starts now let's get to work John very exciting St tuned I love those guys I did not get a chance
to go to the reindustrialize summit I was busy but uh I think I'm going to the next one they I don't think they've announced it yet but it was a huge hit and uh I was talking to one of the organizers when I was in DC and it seems
like it's going to be uh I think we need to give I I think we need to give a talk about the posters driving reindustrialization right and just give a full Market map of um of what's going on I mean I do think I I do think we could crush there in a sense that just
like there's going to be a lot of kind of you know default people talking their book like what's investing like in this sector what's the government strategy what's the founding strategy but then we cut across all that which just some wild
r i mean posting matters a lot it doesn't the mes are powerful every every meme has a potential to convert somebody that would have gone and worked at especially in college like there are so many new grads who are super into the
reindustrialization thing specifically because they've seen the G phenomen on and the posting and it really is valuable yeah I couldn't make it this last time I um my second child decided to come literally like within a week we
were both in the same boat um but uh but we'll be there next year and uh very excited for for Aaron and Austin and the whole team over there yeah they're great well congrats to them but we have more breaking news breaking news in the world
of AI folks Devon has officially entered General availability that's right cognition Labs has just announced that their cutting a Cutting Edge AI software engineer is now available to all engineering teams starting at just $500 a month no seat limits slack integration
IDE extensions and even API access Devon's stepping on to the big stage and it's already Making Waves let's break it down John Devon is more than just an AI it's your newest team member this tool isn't just helping Engineers write code
it's debugging building deploying apps and even knocking out small but pesky tasks like refactoring and documentation think of Devon as your All-Star utility player ready to step in wherever you need it most so where does Devon really
shine teams are already using it for everything from fixing frontend bugs to drafting first pass poll requests and here's the kicker Devon works best when you give it tasks you know how to do yourself share detailed requirements and
invest in coaching it along the way it's not just automation it's collaboration the numbers don't lie John Devon has already proven its metal completing real world coding jobs contributing to open source repositories and even even
passing practical engineering interviews at top AI companies from refactoring code bases to handling Integrations Devon is stepping up where humans might hesitate cognition Labs has made sure Devon integrates seamlessly with your workflow whether you're tagging Devon in
slack to squash bugs in real time or using its IDE extension to tackle bigger refactors Devon's designed to save you time and keep your team focused on the big picture we can't forget about the Enterprise potential John Devon is
already helping engineering teams at scale with custom Solutions available through cognition Labs sales team you know I like talking to sales teams John I do believe it's a cure cure to male loneliness I love it so what's the verdict Devon isn't just a tool it's a
GameChanger at $500 a month it's a small price to pay for a massive boost in efficiency and productivity engineering teams it's time to draft Devon to your lineup head to app. dean. and start building with the AI engineer of tomorrow today
I love Devon uh did you know that Devon is now the number one committer of code at ramp crazy amazing if you're not if you know that and you're not bullish on Devon yeah what are you doing yeah Fantastic Team uh spun out of ramp yeah
spun out spun out uh Neil was there I think there there's a bunch of other co-founders too but you know cly like a bra because um but Fantastic Team absolutely stacked with IMO gold medalists they have an insane amount of like m math and uh just Next Level
engineering Talent it's a fantastic team and they've executed really well and the interesting thing is that they've they've really focused have you seen the actual UI it's like it's really really fascinating how they've built this uh
they've focused on the user experience so much and they I don't think they got I love how the the product can work with itself yeah so can basically you can put two devans together and they just are like working in Tandem and that's kind
of what happens when you just ask chat GPT to reason through something it's kind of talking to itself internally that's what the 01 model is um but they they really haven't gotten bogged down with like oh we need to train some custom model from scratch it's going to
build this data center they've just been like let's use all the the best tools in the box but then make this very very specific for this problem and it's just had you know immense impact especially on like the gruntwork task I heard this
interesting story about uh Scott was telling me that there are now some I I leave ramp sdrs that can if there's a problem they can while they're on the phone with you they're non-technical guys they can at Devin hey this customer
is having this problem I think it I think the code needs to be changed a little bit like can you go in and fix this and while they're on the call they're solving it it's like amazing that's crazy so cool um yeah it's it's it's always been cool to me because the
work the workflow that they basically built is the same workflow that people have with Junior Engineers where they have to very very clearly Define what they're trying to do tell them to go do it they go attempt to do it maybe they
hit a wall and you explain oh you do it this way and then they they work around it and they eventually get to to a PR that can then actually be shipped so I was talking to Scott about this like there's when Devon launched there was
like a lot of like just the the the reaction was so emotional it was a lot of fear about like this is going to put all Engineers out of jobs obviously that's not true it's very collaborative and really it's just you get to do more
and more you know higher leverage work um but it's particularly interesting to me that uh kind of like the the aspirational vision for Devon and like what the world looks like post Devon mirrors Scott's life very closely in the sense that like if you go back to that
very early video of him doing those insane math in his head it's like he was essentially just a calculator like he was like an algorithm right and now he's an ideas guy he's a CEO he's he's he's using he's operating a much higher
abstraction layer um and I think that that's what the customer of Devon should feel they should feel that I'm not being replaced I'm being Amplified and I have better tools and that's very very exciting even though I'm excited to see
how a lot of people scoffed at at their varying valuations but opening up access to this just knowing already that it's so actively contributing to ramp if it's the number one committer that means that at the very least it's worth probably
500 to 600k a year right like in the very low estimate Y and so they're starting out product seems to be prettyy accessible it's $500 a month yep but I can imagine that I can easily imagine a future where people are you know their
bigger customers are spending a million dollars a year on Devon I mean it'll also be consumption based like data dog or like an ABS the other the other stuff that's wild is it just opens up it's like it's an engineering tool that allows you to tackle projects that
historically were just not at all even really on the road map of like hey we need to like completely migrate this system over here that's going to take a year and now oh we could actually do this in a month and a half with Devon
and a much smaller team let's tackle that so it's actually it's not just replacing um you know or or empowering uh team members it's it's uh allowing you to tackle tasks that otherwise were uh not not really uh cost efficient or
or that effective yeah you're starting to see posts about this where it's like the age of tech debt is over like there's no return on squashing Tech debt because today because the AI will solve it in the future and moving we got a
siiz Gong story for you folks breaking news an absolute Blockbuster in the world of AI and language learning speak the AI driven language tutor app has just closed a massive $78 million series CR round LED by Excel pushing its valuation to a jaw-dropping $1 billion
that's right unicorn status for a company that's shaking up the game in ways we haven't seen before let's set the stage John speak isn't just your average language app no games no gimmicks this is about Real Deal fluency
using Cutting Edge AI speak gives users a conversational partner that adapts to their unique accent delivering real-time feedback that's changing how people learn it's not just about picking up vocab it's about building authentic speaking abilities and that's a
GameChanger and let's talk about this funding round Excel leads the charge with Heavy Hitters like open AIS startup fund Coastal adventures and Y combinator all jumping back in that's $62 million raised to date proof positive that speak
isn't just talking the talk it's walking the walk excel's Ben quazo now joining the board calls it one of the few consumer AI companies actually turning promise into Revenue big words but the numbers back it up eight figures of Revenue and closing in on profitability
what's next for speak expansion expansion expansion southeast Asia Europe the US speaks coming for all the markets and by the end of next year it's aiming to support the world world's most popular languages and let's not forget
their growing Enterprise side eight of the top 10 largest employers in Korea are already on board with speak for business teaching Workforce English and boosting Global reach okay Jordy the co-founders Connor and Andrew they're on a mission to build a generational
company and judging by the accolades like winning Google Play app of the year in APAC they're off to a RedHot start zwick even teased 2025 as 10x crazier with new features and worldwide launches that's wild John by bottom line this
isn't just a win for speak it's a moment for AI innovation in the consumer space 78 million says speak just isn't part of the conversation it's leading it stay tuned because this story is far from over let's hear it from the siis
gong you love to hear it Go download speak in the app store today it's fantastic I wasn't super aware of speak but I did see Delian posting about it because apparently he lived with them did you see this I think he lived with
these one of the um open door I think was it was it he I think he he was saying you live with him as well yeah when I when I saw the round I hadn't heard of the company either and I was seeing it like oh look at this new like pre-launch AI consumer app that
that suddenly is is worth a billion dollars but it makes a lot more sense in the context of like they've been around for eight is years or something like that grinding had a thesis on AI and and language learning for a long time and so
that's just another example of a lot of the companies that are benefiting the most from AI today are were started a long time ago before language models were even top of mind for anyone in Tech yeah yeah and I'm sure there's like a lot of people that would be like oh well
you could just learn language by talking to chat GPT but there's something about the UI that matters and there's something about yes the power users will figure out that chat GPT can do that but for a lot of other people having a track
a memory a plan that's customized to you just like Deon you know it's like you could use the the one siiz fits-all model but having a more unique resource unique plan makes tons of sense and the workflow matters a lot for sure for sure
uh well let's move on to the DMS we don't have that many questions so keep sending them in but elano over at paler asks did cougan deliver your gift for me and I didn't I forgot in my car but I brought it today paler brought us a bunch of merch we got some paddle tennis
paddles back there which I love they look great on the set and and we have some hats and shirts from paler so thank you to paler uh we got a beautiful hat uh do you want the army or the Navy hat I got you the army hat I like the nav I
like Army I like visiting the desert these on it's functional yeah these are great oh yeah there we go good locked in I feel like a hundred billion dollar company right now 170 I think 170 I think it's I don't know it's a lot it's
a lot so yeah got to rock these shirts I don't know where the size thank you uh thank you you're the best Lord we're going to be playing good they are crushing on the merch side they have he showed me the stats companies are having
a merch off yeah wait so that for Revenue wise their merch sales saying yeah like he he uh he like pitched paler was like I just want to bring the merch store back and we just do something we have so many fans so many like day Traders and like retail investors who
are in the stock and like the company like carp like let's get them some stuff and every time they put stuff up just goes viral on X and Reddit and it's big that's great it's great I I highly recommend having merch and the thing
that I like about their their merch is like uh you know we talk a lot of trash about uh what is that racket ball or uh pickle ball pickle ball um but that they didn't just pick pickle ball randomly they paler actually works with the
company that makes those Selkirk and so there so they did like this collab and of course the Army Navy hat makes a ton of sense because uh they're big in the Army Navy game which I believe is happening this week in DC the football game and so uh we're we're very thankful
to paler very thankful to elano I uh did a workout with him in DC it was great it was like uh visiting a a far off culture and understanding how another man lifts it was great yeah's jacked yeah and he's he's very against Kipping pull-ups which
extremely I actually did pull-ups with him he's very good at them strict pull-ups I'm not got to be strict about it had to learn had to learn got to work on those it's hard when you're tall but let's move move on to the timeline we
have John 68 by the way massive massive uh stack of posts to go through so let's start with Wasteland Capital who says absolutely insane amount of work in this world is going to format PowerPoints okay and and I would argue that it's very very important work and
you know we talked about this on the show last time it's communication I think it was Don Valentine talks about how uh Capital follows stories right and so deck is a is a form of Storytelling in fact I think it's the highest form of
Storytelling there is right because condensing a very complex idea or business into 20 slides is not easy yep um I've spent countless nights uh in figma over the last year just like helping my portfolio companies make
decks making decks now for for TB but um uh Dex like you got to have if if you're a company planning to raise any amount of money or sell any products at all which every company is uh you got to get good at this game you got to have somebody on
your team that's truly cracked at it um and I mean the amount of work that's going into just formatting them will decrease with AI and better tools but I still think there's I still think there's something i' I've tried a lot of the different AI decks and there's
nothing like the uh Dynamic of working with a fantastic deck designer Devon who we work with um just like that Dynamic that's like saying like oh you know if you're driving rally car it's like saying like oh I don't want my co-pilot
I'll just use an AI it's like you want your guy your co-pilot making the deck with you and you can just make so much more engaging interesting matal the the way I'm thinking of AI plugging in is like much better spell check extra like
just oh rewrite oh this line is is just a little little bit too big to fit on one line so it's hanging on to two lines what if you just switch this word it would fit better oh like you know like you you accidentally indented this an
extra couple pixels just taking it to the pixel perfect perfect level uh level even um just if you have you know a whole bunch of photos being able to integrate those pull those really easily just better UI workflows all that stuff
should get much easier um let's go to Coastal Country Club they say received a wedding invite that's specifically said on the dress code line no apple watches please wow 200k likes I I'm really happy to see how much engagement incredible uh because I think we're
entering a new era and uh Apple watch is functional but it's not a dress watch it's not a dress watch it has no business in the aisles of a of a wedding yeah it's going to be beeping and like taking phone calls and showing like you
know latest tweets yeah you're going to miss some incredible moment because you're checking some you know your hinge notifications popping up on your your watch U but anyways we're we're happy to see that um that the movement against
Apple watch is one thing that I'm really disappointed about with the Apple watch is that do you remember when they first launched it there was the Apple watch Edition solid gold 10K I don't you don't remember that I don't remember that so
they they launched them at like couple hundred bucks maybe the most expensive one was like a th000 but then there was one that was 10K and and they were like buy like an unwrapped version of oh yeah yeah yeah you can definitely buy them uh
probably on eBay but uh it it was uh they they they understood that watches have this luxury value but the problem is is that the software and the hardware is getting so much better that you have to refresh your Apple watch every year or every few years so so then it was
like okay I have this gold thing whereas if you buy a gold Rox or a gold cardier Santos like it's going to have its same value it's going to do the job just as well telling the time 20 years 50 years from now um it's still going to work
sure there might not be as much like water resistance the tech does get better in these Swift swatches um but um Apple kind of missed that but they need to bring back the velin goods like apple should have a product that's you know up
there just in pure Vin status you not not not not just based on the ram yeah uh let's go to Lulu she says lots of Founders wondering the best day to schedule a launch there's basically no Clear Day between now and the holidays
it's to wall with announcements not even counting news curve balls like today just pick a day and go for it rely on creativity to break through this is funny because I didn't even see this because this was the day that they found
the CEO shooter and the timeline was flooded with that and it was impossible to break through and I had another friend who his launch like kind of leaked and I was like well like no one found out about it because no one saw that article at all because it was the
busiest news day um so you do you do kind of need to avoid like the bombshell days like you know maybe delay your launch a day if it's if you notice that something crazy is happening on the timeline but uh in general yeah done is better than perfect get it out and then
the beauty of launching and getting uh drowned out is that if by definition if no one if your post doesn't go viral and doesn't get seen by everyone well no one saw it so you just post it again and people will see it for the first time
everyone thinks oh this post got a th000 views everyone knows I'm bad at posting or something he's like no no one no one saw that by definition so you can just post again and so I don't know I think um I mean yeah basically every company
that has news that they want to deliver is looking at doing it in the next week after you know I don't know you basic I guess you kind of have uh next the the rest of next week but um yeah just expect there to be competition but la
like good launches don't happen by accident even the company that are that are that have like exciting news that people are excited to hear about they're still making sure that they get 20 of their investors to share it on the launch day right you need to like punch
through the noise and make sure you're not just leaving it up to chance and like betting that it might go viral or something like and even asking like the second order like when the cognition uh Devin GA launch happened I got multiple
texts from people who were closer to the company saying hey here's the Tweet like can you amplify it and so having that's why even a company of Devon size that much hype is not leaving their launch to fate they're not just like oh I hope the
algorithm's on our side today and you see it just immediately it's like oh 300 retweets it's like that doesn't happen by accident like clearly people were lined up ready to go which is great um Jack Prescott says carp mogging with the
cardas and he tags us thank you for tagging us if you see something like this a dripped out technology brother tag USAG we love to see it uh great pick carp is a style icon in really is the OG dripped out technology saw wearing a
fantastic pek Philip Nautilus that we um that we clocked and put on the timeline and got in front of him unfortunately yeah and I'd like to see more this guy's running we don't know what it is today 100 to20 billion doll public company we'd like to see more Paparazzi
following him around getting doing like fit pick analysis uh I'd want to see what wrist checks let's see the whole let's see the whole thing but great great pair of uh sunglasses and um it's great I got to go to promoted post we
got a promoted post from uh Kushi uh we wanted to promote this today because she says a $100 million early stage Fund in SF is looking for a new associate DM me if interested uh so we just wanted to put this out there for our listeners if
you are looking to join an early stage fund there's one in SF these types of opportunities don't pop up too often because oftentimes these smaller funds just don't have that many people so if you're interested uh go send her a note
and she will uh connect you let's go to py McCormack he says anti- capitalist and then throws down about a million red flag emojis great post great post it is very cringe to be an anti- capitalist obviously capitalism is incredible but
uh also just weird to frame yourself in the negative like just say what you want the world to look like yeah just I'm just against the system exactly it's like pick pick a different ideology and then just be that instead of just being like I'm mad about
the current system yeah it's hard to take anybody that's purely anti capitalist seriously unless you're living in the wilderness in the woods not benefiting from any aspect of modernity or our capitalist system but if you're if you're eating your little
oink oink grain bowl from sweet green and you're saying that you're an anti- capitalist like I'm not going to take you seriously sweet green raised like 500 to a billion dollars yeah like well we need a new term we have the champagne
socialist we have the limine liberal we need something the aristocratic anti- capitalist we need a we need a term for the anti- capitalist that defangs them because they actually benefit immensely from capitalism the Luigi the Luigi
parents were in healthcare or something like that that story is so wild yeah I I'm holding my breath to understand it all but we'll see Sean Frank says meta doesn't acquire a copies we have all benefited from the med metac copy
machine snap is a threat we get stories Tik Tok take kicking off we get reals X looks viable you get threads chat GPT AI search bar all this does is create new ad space for us the greatest blessings in this industry start as a threat to meta written by me in our free
newsletter interesting yeah Mark Mark has in many ways he's he's such an interesting entrepreneur because the first product wasn't necessar allegedly like wasn't really his idea right like he was sort of approached to build this
thing because he was like The Tech Guy yep and then he's all of their since then like many of their most popular products were copycats of other products that were succeeding yet simultaneously if you look at the red book he has had
this sort of like decades long vision for his company that only a generational ideas guy could actually have right and he's been like right over and over and over about all these different thees so interesting to be like the copycat
founder who clearly is just better at executing and more of a Visionary than the people that originally had the ideas yeah and I like Sean's take here because he's really identifying the core meta strength which is the ad platform and how great their ad inventory and
matching algorithm is is that there are there are plenty of other uh platforms but none of them have the ability to act drive real Roi we don't know what if we'd even be using Instagram today if meta hadn't bought it really hard to build that liquidity yeah
you could have easily imagined Yahoo buying Instagram and AD ads never really working and the product like part of the reason yeah I mean and then you just get it out of the box like they launch a new product and it's just
like cool that's more ad inventory for Ridge Sean's company and and you they know on day one it's going to work reliably and it's not going to be this whole like oh experimental budget let's do some brand advertising let throw 20
grand a month canow throw any any amount at it and you're going to get the dashboard and it's going to be accurate and that's just really hard to build internally and that's why you see like even Netflix like when they launch it's like all this craziness around their ad
platform let's go to Ole Leeman he says this is hilarious he says day of a European in 2025 wakes up likes a meme on X gets arrested tries to use AI blocked drinks water bottle cap gets stuck opens browser 48 cookies wants to watch a workout on YT blocked by bu
coffee pays 50 cents extra for the cup clicks to buy a product no EU shipping starts a website gets fined for gdpr orders meat gets shame for destroying the planet tries to start a company gets sued repeat mogged self mogged what's
crazy about this is like you hear about all of these things individually no one's ever put it all together like this in such a way that's so embarrassing and so crazy it really why there's no hundred billion dollar company in Europe
that was started in the last like 50 years or something like that bad bad not good crazy uh Beck Shaw says days like this on Twitter feel like a bird got into the classroom 200k likes yeah 200,000 I mean everyone was seeing the
exact same timeline it was crazy it was just like memes jokes fights uh conspiracy theories news reports everything about the shooter uh what a crazy story makes sense it's interesting how we didn't historically process these sort of wild
events through humor so intensely so right away it's like when historically like significant assassinations there wasn't like people like billions of views on memes in the first like 48 hours so it's interesting how like all of humanity now process
processes processes these sort of like crazy events through yeah yeah like uh I want to say like 20 or 30 years ago maybe maybe not even 15 years ago um there'd be a news story and then you'd have to wait like a week and South Park would come out with
an episode yeah making fun of it and that was or maybe You' get The Daily Show the night of making fun of the news a little bit but it was so they weren't going to make fun of something that was super dark whereas now people will take
a deeply dark sad topic and immediately start making jokes about it like even I saw today there was like somebody filming Luigi coming out of like some type of I don't know where he was going and somebody was yelling like uh it's
Mario like just like that in real life real life but clearly like done almost for the internet right and and it does feel like it's it's feeding back into the traditional media like SNL had a uh a segment on their news show I forget what it's called uh whatever their
whatever their News segment is and they did they did make some jokes about the shooting which was interesting because it it is really really dark story but they still had to cover it in some way let's move on to amjad mad over at repet
he says whoo and he's quoting a post about Google's Willow quantum computer and he says it lends Credence to the notion that Quantum comp computation occurs in many parallel universes in line with the idea that we live in a Multiverse a prediction first made by
David douch Deutsch uh 7,000 likes yeah fascinating I did you follow the so this was the craziest part about this is is that was Google putting out yeah in their official press Rel they're like we have discovered that we live in a
Multiverse by the way in our press release yeah now sign up for cloud computing yeah that is crazy yeah I'm just interested to see how what what Google's like roll out with this product who gets access is it just Google that's
going to get access to it for the first 10 years are they going to make it widely available it seems almost dangerous to make it WID available like there was a lot of I think like Bitcoin bcoin speculation will crack yeah Bitcoin like crashed seemingly on that
news like a few percentage points maybe it was UN unrelated yep um but uh but yeah it's interesting to see okay we've created this like you know Ultra powerful chip now who who gets access to it Willow performed a computation in
under five minutes that would take one of today's fastest fastest supercomputers 10 septian years this mindboggling number exceeds known time scales in physics and vastly exceeds the age of the universe fascinating imagine being the team
running that test and you're and you start the test and you're like oh this could fail it could take like few minutes or it could take 10 septian years imagine running B2B software on a quantum computer imagine running ramp on a B2B on a quantum computer heavly
that's the way to do it I love it will mantis uh posts a screenshot and highlights um this quote there's always something happening in the world that creates an opportunity to try and fix a business and build a business Mr
rainwater told the Dallas Morning News in 1994 it was one of the few interviews he gave speaking on CNBC Mr bondman recounted Mr rainwater's investing philosophy if you couldn't pencil it out on the back of an envelope it wasn't worth doing yeah I like that
yeah the best business ideas for the next 10 years are not always the most complicated and oftentimes you can take a lot of inspiration from the past if you literally just read old business biographies and you learn about some guy
who cornered some strange market and levered it into building a massive you know public company like those many of those same types of opportunities are available today and there's there's the classic trap for people that want to start companies or people that think
they need some Ultra sophisticated complicated idea that needs like 10 pages to explain it's like no having something super super like cognition yeah it's just an AI software engineer that you can collaborate with it's not like it's very complicated under the
hood but the core idea you can write on a single yeah and the value equation just like like you pay money it does things for you it's very very simple and that's the case for so many of the Great businesses start as very simple ideas
let's go to Sam Alman Sam says a few months ago Robin Hood sent me a gold credit card with extremely high quality details I thought it was a ridiculous marketing stunt at the time but now it's an example I give when talking about
great design I love that so is this have to do with their acquisition they acquired X didn't they acquire x x card or for it was called um I thought it was just for like their their biggest Spenders on their credit card but great I know but I'm pretty sure they acquired
like a big um they required uh Robin I need perplexity I wonder I wonder how much this cost though because with the really nice cards my fear would always be if you lose it it has a lot of value it's got to be really expensive 1,200
bucks or something like that okay maybe they charge you if you lose it or something because yes so the the Robin Hood gold card is a credit card that was formerly known as the X1 card which was a company that um which was a company
that Robin Hood acquired got it and um yeah I just like to see um I'd like to see tungsten cards coming out from the major major players like we got to go level it up a little bit I agree you know I agree you got to stand out I mean
every card went metal recently like basically every card is some sort of metal so yeah got to go into the rare medals yeah tungsten go rare let's go to John Foo he says if someone stops posting on Instagram it means they are probably in a great place mentally if
someone stops posting on Twitter it means they are probably about to commit National headline worthy crimes it's a good sub tweet of the situation makes a lot of sense yeah yeah I it's yeah it uh that's that's the thing so Instagram is a place
to dating site it's is for many is a dating site it's a place uh to kind of just brag about uh your life yep and uh X is a place to share your thoughts so if your thoughts get so extreme that you can no longer share them you're somebody
who historically was sharing kind of stream of Consciousness which is a lot of a lot of the best posters are just sort of sharing what they're thinking stream of Consciousness style and so if that turns off like they either locked
in and with their business so hard or or we've seen posters that are our friends go silent while they're selling their company because they don't want to say something that's going to like bot the acquisition or whatever um obviously there's some good reasons to stop
posting but uh in general yeah and you see this with with with fun managers who are down bad they'll stop posting like a lot of the like very popular GPS 2021 went kind of dark for 2023 because they were just like going through it but
now they're back many of them are back now a few markups feeling good again raised fun three you know they're back you got get back on the horse I mean the best people that make it through always through it restart yeah posting through
it is always good but but restarting the posting just to kind of liven up the Serendipity engine get it more contacts yeah in many ways like chamath would have stopped posting with how much hate he got for all the spacks but instead he
launched a a premium substack oh he did yeah yeah got it like he's got like a ton of subscribers I but but also I mean there was a forcing function there which was like he wasn't going to stop doing Allin yeah and so no matter how much
like you know he got a ton of hate for different things like the the the weager comment and all the different stuff but uh you know he he had this forcing function of like his boys being like get on the mic dude stay in the game it's
great podcasters high high and it worked it worked he's still in the game love it uh Reggie James says oh I got to stop you John let's do it you know what the show is about it's about driving driving the bottom line we got a promoted post from our friends over at
cognition we talked about them at length earlier on the show and they are jumping in here to talk about how new bank refactors millions of lines of code with Devon reducing a large scale ETL migration from an estimated one and a halfe project to just two months Devon
successfully delivered 12x efficiency Improvement on engineering time helping reduce the developer toil for new bank Engineers as they scaled to 110 million customers see why vtor Olivier newbank CTO is excited about the future of
software engineering with Devon uh and uh anyways fantastic case study Yep this is the kind of case study that uh any startup would dream of and it's why Devon has the hype that it does yeah it would be very hard even if you you were
able to hire a bunch of new grads you put them you put them on that project it's going to be hard to keep them motivated it's going to be hard to yeah it's not a sexy feature to work on right even for the resume and stuff and we are
excited because now any developer and our audience can go sign up for Devon uh today and start getting access to the same uh quality of tool just $500 a month y so hit up cognition and tell them the technology Brothers sent you
let's go to Reggie James he says one retweet can send your message to a completely foreign digital land well Welcome to our foreign digital land Reggie here Technology's at home Reggie's at home here as as a OG technology brother but no everybody
that's had a tweet go viral will experience this um we've you know uh we we had a tweet yesterday about Lena KH oh yeah and eventually it got retweeted by people that came into like and that drove people to start dunking on us I don't know you saw this a bunch of
people were like defending Lena KH being like she's sticking up for the little guy whatever which I didn't totally get um but anyway so yeah any retweet can send you in into a totally different audience that wasn't necessarily the
intended audience um and that's the magic of of X you know it's fantastic and stuff like that I want Stakes on X I want there to be the threat of getting retweeted into Oblivion and then having to lock my account and turn off my DMs
cuz I'm getting so many death threats that gives me Stakes that gives me skin in the game I don't want to be in an echo chamber posters High I mean I got canceled in Alaska Twitter once which was great I said like Alaska is amazing
and we should all move there and and and and both the right and the left the the Lefty alaskans were like we're like stay out of here this is our land like you need to land acknowledge the land that you're you know going up here and all
the right-wingers up there were like you wouldn't last a day in here keep Alaska Alaska exactly and they were like sending me pictures of their guns I can see Russia from my yeah being like if you come up here you wouldn't last a day like you'd freeze like you're some
Silicon Valley but you're like hey I got a cabit meteorite 1911 1911 I think I'll do just fine yeah uh say that to my chac in 408 say that to my minigun my intervention uh let's go to Delian he says there's this consensus talking point in Silicon Valley that at this
point all tier one VCS are founder friendly on the other hand in my seven years in VC I have personally had to use our legal rights from the shares we own to block other tier one VCS from firing Founders three times this is crazy he's
told me some of these stories I I don't know all three um but it is it is crazy I mean the founder friendly thing it really just became a meme and it was so easy to put up a blog post and then no one calls anyone out and no one really
says anything publicly because you're all syndicating deals and you don't want to really piss off anyone else but it is true like there are some bad actors out there and a lot of it's like rational based on the fun Dynamics you know
incentives matter there aren't necessarily that many evil people in Silicon Valley it's really just the fact that when incentives get misaligned and there's a partner who has yeah their career riding on a particular deal and they feel like this CEO is really
screwing things up their natural reaction is you know they're backed into a corner they it's a fight ORF flight response and you have to have your fund set up in a way that you can actually take the zero if it is crazy and your
brand can take this take the L of backing a company that blows up and move on but if you're if you've St your reputation as a VC on this one company you've put so much of your money in there and you think that there's a solid business there and it's just the
leadership that's wrong which could be true it's really hard to say no so it's tough this is why I mean this is why YC is like actually a very positive yeah force in terms of yeah it's a union for for Founders basically yeah if you if
you do something bad to a YC founder like every single YC founder is going to find out yeah and that's like thousands of year a year yeah yeah I mean it goes on the goes on Bookface like Gary built that thing and like there's a whole yeah
there's a whole database of VCS and with ratings like how how' they do what they do to you all this stuff it's crazy um yeah anyway we got to get more stories out of Delan and and uh leak those here anonymously of course of course uh but uh let's move on to Jack
Randall uh he says the New York Stock Exchange 10 years ago versus today same but different and he now works with the co-founder of Robin Hood he's there with Vlad tenv and the other co-founder and they're starting a new uh new company
and Jack's working on it that is uh uh setting up solar panels in space that will beam down the energy via laser no way to ground stations I saw that other company that sha McGuire back that was doing selling daylight at night so I
like that we're getting all these new weird weird uh are not I think it was in Andre's like call for startups this idea that like launch is getting so cheap V is one of the first movers but there will be other companies that are doing
things that are completely off of spacex's road map but leverage the launch capabilities uh there's some people that are trying to do Computing in space because of the temperature there's people doing the energy and the light and the uh but this is
specifically harnessing the energy and then beaming it down with a laser and all of these startups it's like I'm like this seems insane um but it's but I never I never actually talk trash because it's like I haven't built a spreadsheet to see if this actually
works like it's possible I don't know what assumptions need to come true like does launch need to go down to like $100 a kilo $10 a kilo a dollar a kilo to like make it make sense but like that could happen I don't know what the
assumptions are but but you know all these people are smart I mean this guy started Robin Hood it's like a huge company like I don't think he like missed a zero in his spreadsheet I think he thought it through so that level of execution with Robin Hood and an
industry that competitive you don't reach you get lucky along the way but you don't reach that level of scale by accident yep and so um yeah the other thing with that just should be said with with any of these any any space related
company is like it's hard enough to launch B2B software and you're like making this new feature and you launch it and you launch it and there's like bugs and like this button's not working for these users and all that stuff and
if you're launching stuff into space the stakes are so much higher yeah and if you have any of these like tiny sort of marginal errors it can just end in total failure oh yeah and so the kind of caliber of people that are doing this
and are going to be successful at it are just Giga Chads like you have to be you just have to be on another level to actually do this successfully cuz you can't just like ship and like let's see what happens it's you make a bunch of money and money in
fintech I mean this is an age-old story oh yeah they made their money and money basically I mean that's the story of Elon with SpaceX like made his money in PayPal dumped it all in something crazier that required a massive back
stop and the you know the Robin Hood guys have enough money to back up the truck if they need to if they really believe in it and that's amazing and that's just something that I think the rest of the financial Community will rally around and be like yeah let's do
it yeah it's great let's go to Alex Cohen he says incredibly funny that European AI regulations are so backwards that the Taliban gets access to new open AI products before Europe does that's just so brutal I can't believe this I
don't even know if this is true but you know somebody says uh bring it to Europe please and he says we want if you were going to follow the laws yeah it probably is true but is this true how can the Taliban have access I mean who knows I mean it's
certainly less of like a regulatory overhead so if you can maybe if they're not even if they don't have a server there if they could VPN somewhere talivan loves memes and language models meme coins and language models awful
either way I'm excited to see more about uh Alex's uh new startup he's got a a voice AI company in the healthcare space so um it's called hello patient had had a cool launch video for it so excited to see what what he does there yeah great
poster too great poster uh let's go to Jared mfus he says uh Jack founder thesis which you talked about on the show earlier y he must have been listening cuz he was like I got to post that no no no so so I I talked about it I think somebody sent it to him or he
listened to it and then he and then I kind of butchered it so I was like post post it let's give it some proper coverage here so he says the Jack founder thesis is I have never lost money investing in Elite technical Founders that are in the thousand pound
Club composite of their bench press Squat and deadlift over 1,000 pound they are simply too big to fail that's great post too big to fail great post just unreal and then and then in the thread he gives examples of the founders
Founders the individual Founders so anyways Jack founder thesis if you're if you're investing and Technical Founders and you're a little bit lost in the sauce maybe you're non-technical just follow uh uh Jared's thousand pound uh
club uh model and you'll you'll do well okay let's go to Gary tan he says I want this and I would fund this too and he's quote tweeting Andre karpathy who says one of my favorite applications of llms is reading books together I want to ask
questions and here generated discussion notebook LM style while it's automatically conditioned on the surrounding content um I love that um yeah uh Tyler Cowan had a post about uh chat gpt1 being a fundamental paradigm shift in how people read books and I
found this to be true I was at the Nutcracker and while I was there I was on my phone and uh and I was like I feel like I'm kind of being disrespectful it feels like I'm texting really like asking the AI for the backstory to
actually enrich this experience and I am I'm actually more engaged than someone who's just sitting there watching but zoned out I'm actually locked in yeah and so I think that the yes we need more uh more applications the interesting
thing is that for most books you actually don't need special conditioning and Tyler pointed this out was like a lot of times you reading a book and you're like oh I need to like find a PDF and then load that into chat GPT in order so that it knows the book so that
I can ask a questions tell it that I'm on page 67 but a lot of times like it kind of already knows and it knows everything and so you can just ask questions and it really puts the the the onus on like figuring out what questions
to ask and that's really important to the inquiry um Tyler had this whole Riff on um the he as a professor at uh at GMU George Mason it used to be about him teaching students and now he grades the students based on what they teach him
yeah and so his job is just to ask questions and whoever answers them the best I saw something else about a about a a professor who was saying he encourages his students to have these language models write the write the essay that he's tasked with them and
that's now the average essay and your job is to write something that is much much much higher quality than what the model put out and I when I saw this post from Gary I um it made me think of of Daniel and like the rewise team because
that feels like they already have this huge uh huge customer base of of sort of pretty online readers and rolling out some type of software like this seems like uh they could have a pretty strong Edge there so Daniel when you listen to
this go back to the original post check it out but obviously you can use Chachi P but uh probably still an opportunity to build something bespoke and so if you're looking for an idea for the next YC batch start hacking start dming Gary
let's move on to pixel Moth Man uh they say while my AI friend is spooked by ghost TR ramp is dominating X Bas bef Jos is pulling more monthly views on X than Forbes and I'm haunted by Tech Bros pod not featuring any of my zets tweets xets I don't even know I
don't know either man well that changes now that changes now you're on the show welcome on the you're officially a guest first of many we will follow you back we're excited to have you on thanks I think one of the more insightful things
here is I bet you B does get more Impressions than any of these like big big Legacy uh he's he's a beast I swear he has the notifications like turned on to the point where like if someone he likes posts he like gets a push notification you know that like the
alarm Bellic he is quick with Qui with it tweets uh I hung out with him a little bit in Miami just for a minute uh first time meeting him uh he wasn't on X right then but he must be given that he's quick on the trigger yeah yeah yeah
I think he was just absorbing takes from the from the community there um he also gave a gave a talk and a debate about AI Doom uh fun fun poster okay so this this is the post that I wanted to cover about uh GM uh shutting down Cruz this is a
wild wild post and I screenshotted it because I thought it might get taken down I don't know if it's still up but so this is Kyle vote the founder of Cruz went through YC uh he's one of the twitch co-founders uh with Justin KH
dton uh D Michael cyal emit sheer I believe his name is um and after he started Cruz which was this uh self-driving car company they started with the Audi A4 uh they eventually built their own cars then they get acquired by GM pretty early for a
billion dollars great outcome and then they're working internally and he was at the company still building even though they were internal they had a ton of resources and they were live in uh San Francisco and they were competitor too
and then they had you know and I remember he left and it was like I think it was a surprise to a lot of people so this is him being able to say speak his truth finally so Kyle says in case it was unclear before it is clear now GM
are a bunch of dummies and run just says lamu and then salino arm mati says you sold them a layup 100 billion do business and those redacted clowns still manage to Fumble brutal dunked yeah I mean how can you not be in the self dve game how do you shut that the CEO Mary
bar I believe that's her name uh GM uh said like we're not in that business it's expensive blah blah blah we're in the car making business and I get the GM is struggling but like you got to bet on the future the only way to LEAP from we
need a reindustrialize poster to acquire GM and return it to Glory seriously lbo GM it's not going to be cheap but who knows it might be they've been bankrupt like 25 times yeah so who knows okay uh let's go Arvin SAS uh shivas I'm going to
struggle with that name for a while the perplexity CEO and founder uh he says P Marka can you wire me $1 billion because Donald Trump says any person or company investing $1 billion or more in the United States of America will receive
fully expedited approvals and permits including but in no way limited to all environmental appro approvals get ready to rock and so yeah the race is on you need to acquire a billion dollars of capital ASAP you need to size up those fundraises guys guys because uh the the
the gates of innovation are wide open and you must here's here's the thing I don't think uh I don't think andreon is an investor in perplexity yet oh they aren't and so when I saw this I was like is are they just kind of like joking
with each other because like around is in the works like it seems like a company that a6z should be in um and that would be kind of like a funny thing even especially if a term sheet had already been signed of like hey can you give me a billion dollars so I don't
have any inside info there unfortunately but uh we'll we'll we'll probably find out soon enough well let's go back to GM because George Hots dropped a great analysis on the cruise situation uh George writes today GM pulled funding
from Cruise Robo taxis I called this 5 years ago I remember him calling this if you had been paying attention self-driving has played out exactly like I said it would Tesla will win and comma AI will take second with an open- Source
solution like the smartphone market with IOS and Android today Tesla has the biggest Fleet and we have the second biggest tons I have a I have a comma AI car it's fantastic yeah why don't you give some backstory on comma so yeah
comma is a open-source software package that George and his team at comma maintain it uh it you buy a device that's essentially a smartphone that he makes internally in a in a office in San Diego I toured it it's amazing um and uh it has a camera it has a front-facing
camera a couple rear facing cameras that look out on the road it takes in those images it runs it through a neural network through an AI model and it figures out where the lane lines are it draws a path for where your car needs to
be and then it sends that signal to your car over the OBD2 port which is the diagnostic port kind of the USBC for cars that if you come into the shop and they want to know what's going on with your car they plug in there but you can
control the car through there and so it works with hundreds of different cars gas electric all sorts of different cars uh and it's a Fant fantastic product like it is so much better than the stock system in Mercedes BMW Audi everything
except for Tesla it's way better it keeps you dead center in the lane it's insane like you do I've I've driven this thing for hours hands in the lap feet on the floor just sitting like I'm a passenger it's amazing crazy it's it's so so good um we should put it in a in a
P1 I I I'm trying to get him to put it in better cars because it's he he obviously Focus the from a marketing stand obviously they focus on have always been good marketing yeah they focus on like the most popular cars so it's a lot of like Hyundai and uh and
Hondas and you know just random cars um but you put that thing in a Rolls-Royce like that's what you want he he has a Rolls-Royce and and it doesn't work because it has mechanical steering so there's a lot of cars that aren't
compatible and now there's cars that are encrypting the OBT the OBD2 port to lock out comma which is such an antifeature it's so hostile so we need a boy cut of any of any car company that's disabling comma and then we need comma to start
being sold iners the only thing I would say is if if you're a manufacturer and you're allowing people to add this open source self-driving functionality does that open you up to any it risk shouldn't but it's America like now Apple's going to tell you what phone
case you can put on like this is America like let me be free you know right to repair is important let me let me hack on myff this is this is George's lineage he he was the first guy to jailbreak the iPhone he was the first guy to jailbreak
the PlayStation and uh and and that's essentially what he did he jail broke cars and so he's built this fantastic product that I highly recommend to anyone it's like a couple thousand bucks it'll upgrade your Driving Experience
incredibly so he continues to say tons of self-driving car startups have shut down with zero to show for it ghost autonomy raised $240 Million worth zero Argo AI raised 3.7 billion worth zero investors are now going to waste billion
about Aro I know uh investors are now going to waste billions on humanoid robots can anyone Stop This Train Wreck it is just as obvious as last time uh comma is the furthest along with the scalable Tech needed to solve self-driving and eventually humanoids we
have endend method shipped that 10K people are now driving with myself included you can buy it on our website and we have state-of-the-art learned World model simulator Tech which is a lot more pure than what Tesla is doing self-driving is a couple years from from
its alpago moment again nobody will believe me because this believe because believing me isn't the hype way it doesn't allow for brain dead idiots to throw billions of dollars at Large Scale garbage it requires 10 to 100 very smart
people carefully fixing the bugs in a fully endtoend software stack that's just how the problem is by the way if you are one of those 10 to 100 smart people who actually wants to solve self-driving what not whatever Cruz did for the last 10 years come work it comma
we have the most straightforward hiring page I've ever seen hiring is a challenge and Bounty based and uh yeah potential brother of the week here let's put him to side uh yeah fantastic uh George is uh amazing to talk to and hang
out with brilliant thinker um and I think he's I think he's right that uh the the model that will'll win is very very tight are you familiar with like end to end self-driving basically the the AI takes in images and there's no so
the default way to do uh self-driving is you use the AI to understand the world and basically uh identify the lane lines in the images but then you translate those into uh like something that like a video game world and then you're using
C++ not machine learning to mathematically calculate what the accelerator should do what the steering wheel should do but you don't need to do that you can actually go end to end and have a machine learning model from start to finish just look at
the images and decide what the output should be translate from if see this applying pressure if you see this apply the accelerator if you see this Ste right and that is where Tesla's going that's where K already is and everyone else is
just completely messing around with like crazy models that don't scale um and so you're you're saying that's what wh MO is doing even with their full like lar I'm not sure what the latest and greatest with weo is but George has always been bearish on weo because they
had at one point they had a cone guy whose job it was was just to write software to identify cones and that's an example of like they were able to throw so many resources at it that they had a cone guy a stoplight guy uh a dog guy a
dog guy you know and and their their whole job is just build a model that just identifies dog good to have guys but more so like you got your guy for private security5 you know or something like that yeah and so uh the the the the
model of trying to get every Edge case in in georg's world is that that is a failing strategy because eventually like you won't eventually you'll get to oh there's an order of magnitude more edge cases and then there's another order
magnitude edge cases but scale allows you with a scaled machine learning model to capture all of those essentially and learn the actual underlying behavior of a human um so yeah still very bullish on comma uh company's too small should be
bigger it's fantastic I I love it um so longterm so he's he's already thinking longterm so he's saying like we're two years out from the I kept asking like like why don't you go and raise a billion dollars he's like because that wouldn't pull
things forward like this stuff just takes time we need great people working on it we need to just collect the data continue like there's nothing that we can do to pull this forward I want to own a lot of my company and I want to
just solve this that's all I care about fantastic let's go to Jason Le Behavior he says uh this is my first Angel investment of 2024 augmental I'll be on boarded Friday and soon be able to post on Twitter with my mouth okay so I I know nothing about this company except
that it seems very clear that it's a human machine interface that uses the retainer form factor or invisaline form factor so I'm assuming you get to talk into it I I think we talked about this in a previous episode you get to whisper
into it yeah I was I was talking about like uh you know with the airpods it can be very distracting to like talk but uh when you get your wisdom teeth out you could essentially like put a microphone in there and then be talking or
whispering and you lose the wisdom of the wisdom teeth yes but you add the wisdom of language models exactly so then you can just whisper and the and the AI can take that in or the phone call or transcript or anything like that
imagine having friend.com in one of your MERS because you can wear an earpiece that no one can hear but talking is still disruptive people will hear what you're saying but if you're just able to whisper and it can pick it up that's pretty that's pretty powerful so this
seems like a better solution than going in uh for anesthesia and getting your wisdom teeth out just pop the retainer in so probably uh an interesting thing uh huge huge huge push back on the form factor I'm sure people be like that's
disgusting it's like getting moldy and stuff but uh but I like that someone's trying it yeah let's uh Jay Jason let us know how it goes once you're post add us using the using the mouthpiece yeah interesting he made the angel investment
and he is getting onboarded but hasn't actually used it yet uh I'm excited great picture though uh Let's uh oh this is great let's go to Everett Randall he says have never been more bullish on a podcast SLX account than Tech Bros pod
can we get a coin going so the early adopters can invest thank you EV we really appreciate the shout out the love and we replied back the best way if you want to benefit from the show by lvmh stock it's just a fantastic proxy yep and we we see that
stock we buy we don't give stock tips or anything like that uh we're not we're not Jim Jim Kramer over here but um uh but yeah it's you know we're buying a lot of champagne we double quite frequently and so we we expect that those sales to to to Really help uh the
French conglomerate so and uh it's great to be supported by another member of the Holy Trinity totally I have over at Kleiner Perkins one of the Holy Trinity firms fantastic I think we got sha Maguire next hopefully we can get seoa
on on board with the tech Bros pod movement and uh then I think it's in the bag in the bag let's go to Shawn he says you can't make this up the information runs a provocative headline asking if spacex's valuation is irrational but
their math is off by a factor of a thousand $350 billion divided by uh 2 * 4 million equals 43.75 K this also doesn't count starlink Enterprise and GV Vue that's or that it's doubling year-over-year and so of course the uh they're not they might
write the dealmaker newsletter but over at the information they're not dealmakers they're not dealmakers not a lot of excel over there a lot of microsof well here's what I'd like to see let's get Sean a position at the information as executive editor
contributor and just run the articles by him before you put them out he will catch it like I think so he's on it he he would have CAU this he's effectively like he's doing he's doing the work for them already he should get paid for it I
think but but I I respect Sean a capital allocator putting the information in the truth Zone that's important there's a reason people have been calling it The misinformation we obviously don't promote that but uh you know with errors
like this you know it kind of makes sense that people refer to as the misinformation sometimes because this is this is a big big mistake hopefully they'll issue mayaula and uh just shut the entire operation down um let's move on to uh Tren Griffin he says
SpaceX Share value share s values the company at about 350 billion tender offer includes 1.25 billion of stock at 185 a share Bloomberg employee liquidity for the win we are selling to willing buyers at the current fair market Price
yeah it's good uh get those get those employees liquidity I mean the company is 20 years all like yeah yeah it's like you could wasn't exactly a speedrun you could be a new grad and your company's still not public it's like you're 45 now
like you have a family and like college to pay for like yeah this is not this is not oh some seage founder who wants to do some cheeky secondary and buy a sports car this is uh you know I need money to pay for my kids education at
this point with a lot of these yeah it's not it's no longer cheeky secondary but you know if I work there it'd be hard to sell it's a pretty good company yeah uh let's go back to John Foo he says America has totally forgotten about small town America we're about to
remember that this life is not only possible but better the next wave happens in smalltown America full stop this is the next Frontier and he shares a picture from Portland Maine yeah I love that F actually lives in a small town like it's very it's very cool that
he went hard to I mean Nashville is not exactly a small town but it's certainly smaller than New York yeah he he's moving that direction yeah yeah yeah which is great he'll eventually be the mayor of a small town somewhere and uh
yeah I think I think it's I mean this every once in a while a post will pop up and it and uh it'll be like there's not a housing crisis you just don't want to live in Idaho and it'll be like a $300,000 house just is like beautiful
four bedroom house on an acre and like near you know walking distance of the city or whatever and so yeah I I think I think we're the whole remote work trend is actually a multi-decade trend where people no you know it's still like underhyped
in many ways and it hasn't had the level of impact that it will when people realize like oh I can go move to a small town with a group of my friends and make it um you know make it something new let's go to a promoted post promoted post we got a promote posts here uh this
one is from Will O'Brien friend of the show he says join the ulses founding team come be my right hand on on the GTM front at our base here in San Francisco and help us scale technology around the world we are reducing the cost of doing
critical ocean activities like how SpaceX is reducing launch costs we've developed technology that reduces the cost of seagrass restoration by 10x and Clos 1 million of Revenue this is just the start Ulisses is on a path to power
every ocean task and become critical infrastructure for the8 trillion doll ocean economy our mission is to Steward the the ocean for an abundant future um this was top of mind uh for me there was a post that went viral uh this week I
think styman covered it and will covered it as well talking about how China has these floating cities where they'll just show up somewhere and just like completely strip all life out of the ocean and just like kill everything it back to China um and Will was uh maybe a
little bit shitposting but talking about how um uh talking about wanting to uh PR prevent that and some of the technology that he's building so ocean economy is trillion if you want to work at a potentially a future trillion dollar
company go work uh for will the SpaceX of the Seas and tell them the technology Brothers sent you let's go to Preston Holland the private jet guy he says seen in a group LOL and it's a post uh that says I have a large social media
influencer that is looking for an empty leg from Miami to Philly in exchange for incorporating the jet or broker company into the video and being tagged and included in all posts 250k followers on Instagram 900k on Tik Tok 150 on YouTube
is anyone interested in being involved I can provide all the analytics for each of his Pages DM me with interest it's funny why not try you miss 100% of the shots you don't take go for the thing I would respect it's not like a super
small time it's not like a uh I think 900k on Tik Tok gets you squarely into the influencer bucket you're no longer a micro influencer yeah you know micro influencer still that 10 to like 100k range somewhere in there um um so anyways good good shot on goal there's
seven is there 7even million full-time influencers in the United States something like that so these people need to fly private sometimes empty legs are a great way to do that love if you're just getting into the game let's take a quick break we'll be right back we are
back and let's go to a post from David senra David senra writes Brad Jacobs has started eight different billion dooll businesses he was kind enough to invite me to his home and we had incredible 2-hour conversation that felt like 20
minutes I made an episode about what I learned episode is available now highly recommend going and checking out the Brad Jacobs episode on Founders podcast it's in your RSS feeds it's on Spotify David's a good friend of the show
Godfather of podcasting in many ways um and uh it it's just it's it's really an like a testament to the power of podcasting that uh this was able to happen because of all the work that David's put into his show he spent years and years studying the great
entrepreneurs for every for every episode that he does like this he gets 300 people reaching out saying can we do can I can we do can I do an episode with you and so he's saying no to like 99% of them oh yeah and then a handful actually
are worth doing and um you end up with content like that but Brad Jacobs is an animal like he has like a very methodical way that he builds billions of dollars of Enterprise Value he's done it over and over and over yeah yeah and
he wrote a book so David's able to cover it how to make a few billion dollars I think it's called it's great such incredible name but it's amazing because uh you know David like so many of the books are by Founders who have passed away and it's it's very much like a
history show but he's in many ways like caught up to reality and covered so many people that now the great entrepreneurs of this generation are like I want to talk to you I looked up to Rockefeller I looked up to a example of you know we
we've talked on the show a lot about how if you're doing anything in startups and Venture and you start asking for people to sign ndas it's like a very negative signal Brad Jacobs has basically published his entire strategy and
methodology for building billion dollar companies and he's willing to put it all out there because it really is so much comes down to execution that he can write out exactly what he does and he's still not worried that other people are going to attack his business his
existing companies or or go after new opportunities that he wants so anyways tons to learn from that book though and um great work from David let's go to Gabby she says whoever did all this to the photo app needs to be tried at the
hay so real have you have you tried I mean it's awful the whole 18 iOS 18.1 is is it the worst update that I can ever remember I posted about this myself uh one of our listeners said that it was LinkedIn coded but I was angry U but the
photos app is is truly abysmal like I go in there knowing exactly what I want to get and it's like playing whack-a-mole trying to just find like the right section of the app I will steal man it I think that they are going through
transition and they want to get away from all the hardcoded UI entirely and they want it just to be a search bar at the top and they want search to be so good that you can actually just search for uh dog video and it will automatically filter for videos and it
has dog in there no I totally get what they're trying to do I wish there was a way I still wish there was a single place that gave you the feed of photos cuz that's really what I want I don't care about the AI organization yeah and
there's all these times when I download a video an image from the internet and it has a different date because that that image was created a year ago and so it just goes way back and I'm like where is this thing and I wind up saving it
five times I wind up just taking screenshots and then those are messy it's just a disaster and the video the video functionality of the camera completely broke for me I had like five or so different like moments with my children that I recorded and then before
realizing that like it no longer saves videos for me so standing by for an update there yeah it's great let's go to TJ Parker uh TJ says the best chance Democrats have in the next election is running Alex karp I love that karp is
the man very thoughtful philosopher been on the left for a long time strong Democrat but understands the importance of the western order and has been and great style too which matters style yeah the problem is that he's just he's just
running too too important of a company to step back I don't think he can do it um yeah but he's got a lot of Runway so but I would love to see see it I would I would be happy to support carp in a future election I hope it happens uh
let's go to hold up John I got to jump in here with a promoted post uh if there's two things we love on this show it is capital allocators and watches uh we just wanted to jump in here and support Bill Amman he says a little bit
of Shameless promotion for my favorite watch company braymont the braymont Submariner submarine 500 met automatic and camouflage ceramic perfect for the toughest city streets and underwater operation so I love that he's uh showing that this is a versatile watch uh I'm
sure Amman wears these in boardrooms during activist campaigns and even when he's getting wild over the weekend doing some underwater operations um so anyways fantastic looking watch I wasn't familiar with braymont but uh now I am
and uh thank you for promoting fine watchmaking bill and I believe he's an investor in the company or he owns the company which is I would hope so at a certain point you know we we have the 2% rule for a capital allocator of his size
the only option left is to buy the whole company buy the damn thing buy the damn thing uh let's close out with Daniel Doan he says technology Brothers only want four things in life and it's disgusting and it's a picture of a beautiful woman with a baby a private
jet a wonderful pek FIP Grand complication and a Ferrari 296 I believe fantastic CH ches Daniel you definitely have taste he is living it go uh check out his company readwise and uh thank you for being a uh uh a listener and supporter of the
movement for loud opulence yeah we love it we hope to see more of those send us your photos send us your ideas DM us questions we'll answer them on the show follow us on X subscribe to us on YouTube we have video on Spotify now so
go check that out if you're listening on Spotify and we have to jump because our tayor is here not a joke we are actually getting fitted for new suits so it's important out there show would not be possible without suits so thanks for listening thank you bye